Abrigo

OCTOBER 11, 2014

More than 140 bankers and industry experts from over 30 states gathered in Nashville, Tennessee last month for the 3rd annual Risk Management Summit hosted by Sageworks. ” The 4th annual Risk Management Summit is planned for 2015, and announcements will be made when plans are finalized. Blog Bank Credit Union'

Risk Management 191

Risk Management Management Nashville Leadership 191

Abrigo

SEPTEMBER 20, 2023

FinCEN said this was done with little to no risk management program. Fight for Compliance: As a BSA officer, you must educate the Board and Senior Leadership about potential compliance concerns from risky third-party relationships. Navigate your BSA exam with tips from this on-demand webinar.

Compliance 150

Compliance Regulation Miami Fraud 150

Abrigo

FEBRUARY 10, 2023

You might also like this upcoming webinar, "BSA officer’s mindset: A comprehensive look at your AML/CFT program." Keep leadership informed on AML/CFT trends to ensure a strong culture of compliance at your financial institution. Abrigo's BSA and AML software can help you manage customer or member relationships and stay compliant.

Fraud 195

Fraud Training Regulation Compliance 195

PYMNTS

APRIL 2, 2018

“Does your business want to improve its spend management?”. Few CFOs would say “no” if asked that question: Spend management is attractive to companies for obvious reasons, as even successful companies face margin pressures. Amit Duvedi, VP of business value engineering for Coupa, said it doesn’t have to be that way. Found Money.

Management 125

Management Community Capital Company 125

Abrigo

FEBRUARY 23, 2022

You might also like this webinar on small business lending best practices. Another option is to make small business lending more efficient and borrower-friendly so that the financial institution can win, process, and manage more loans without big increases in staffing or other expenses. Credit Risk Management. Learn More.

How To 195

How To Lending Software Survey 195

Abrigo

JUNE 23, 2020

From day one with Abrigo, you will have a dedicated Client Success Manager (CSM) who will serve as your advocate within the company. They will also provide you with resources (blogs, case studies, webinars, white papers, etc.) A dedicated team. from time-to-time. Abrigo Community. We’re here for you. BSA Rules and Regulation.

Software 195

Software Community Fraud Resources 195

Abrigo

SEPTEMBER 16, 2016

As Tim McPeak, an executive risk management consultant at Sageworks, pointed out in a recent webinar , it may seem obvious, but benchmarking your bank against peers on some basic metrics is an important first step in any peer analysis.

Analysis 150

Analysis Leadership Groups Case Study 150

Abrigo

MAY 5, 2022

Thankfully for bank and credit union executives, lenders, risk managers, and Bank Secrecy Act (BSA) Officers, banking podcasts and podcasts for credit unions are plentiful, and options are growing. We have webinars , whitepapers , and other resources to make your job easier. or largely focused on the domestic banking market.

Community 195

Community Lending Maine Resources 195

Independent Banker

APRIL 30, 2022

Beyond a business emphasis on capital adequacy, asset quality, management, earnings, liquidity and sensitivity (CAMELS), we have focused on building team knowledge. Great leadership drives great performance, so in the spirit of continuous learning, the following are my top reads for that wisdom: Book of Proverbs. My Top Three.

Community Bank 171

Community Bank Community Knowledge Base Leadership 171

Abrigo

DECEMBER 8, 2021

Stay up-to-date on all legislation by reading industry articles, attending free webinars from reputable sources, and leveraging other resources, like the Abrigo Knowledge Center. Watch Webinar. Use OFAC FAQs Use Treasury OFAC FAQs to gather basic information, then discuss how your bank complies. Build confidence before your next exam.

Training 195

Training Resources Video Compliance 195

Gonzobanker

APRIL 8, 2020

Makes sense, because our observations tell us that little actionable content has been developed, tracked, analyzed and executed via website content management platforms and digital delivery channels. And, they should know whether the content management team, platforms and providers will get the institution where it needs to be.

Leadership 174

Leadership Analytics System Digital Banking 174

Abrigo

JUNE 2, 2021

FinCEN issued an advisory in 2014 highlighting the importance of a strong culture of compliance for senior management, leadership, and owners within financial institutions. This includes compliance from top, to middle, to frontline leadership. Leadership must actively support and understand compliance efforts.

How To 195

How To Training Compliance Policies 195

Abrigo

JULY 17, 2017

Shimamoto is leading a Sageworks webinar on July 20, “ Expanding Your Firm’s Advisory Services ,” to share information about commonly used professional frameworks for providing advisory services. He encourages the use of frameworks that help identify who in the firm has skillsets related to leadership, communications and technology.

Honolulu 150

Honolulu Taxes eBook Leadership 150

CFPB Monitor

SEPTEMBER 11, 2018

The CFPB’s newly-released Summer 2018 edition of Supervisory Highlights represents the CFPB’s first Supervisory Highlights report covering supervisory activities conducted under Acting Director Mick Mulvaney’s leadership. ET, Ballard Spahr attorneys will hold a webinar, “Key Takeaways from the CFPB’s Summer 2018 Supervisory Highlights.”

Lending 68

Lending Policies Compliance Cards 68

South State Correspondent

APRIL 19, 2023

Deposit value now dwarfs fee value, yet many management teams are still worried and compensated on fee generation. Some small banks, for example, do nothing more than have their CEO call the largest depositors twice per year to check in and thank them. This alone can have a material impact on retention and is inexpensive.

How To 195

How To Examples Resources Community Bank 195

Filene

SEPTEMBER 16, 2016

Regardless of the leadership model that an organization adopts, effective coaching highly depends on how much value the organization places on the coaching culture. Vertex is geared specifically for new managers and mid-level managers leading people across all lines of business, at credit unions of all sizes. failure is okay!)

Leadership 28

Leadership Survey Groups Management 28

Abrigo

MAY 24, 2016

Did you know that many of the daily maintenance and management activities in your firm can be handled more effectively with technology? Sageworks recently hosted a webinar to review some of the technologies that can help accounting and valuation firms tackle everyday challenges, and the replay is available here.

Technology 150

Technology social media Software Leadership 150

Cisco

MARCH 3, 2021

There is an increased sense of urgency to Connect, Secure & Automate, and most importantly, to make Banking, Insurance & Wealth Management easier for customers, partners and stakeholders. It is critically important now more than ever before for strong leadership and collaboration between IT and business teams.

Strategy 77

Strategy Cyber Security Survey Security 77

Abrigo

MARCH 28, 2016

A recent article published on the Small Business Finance Institute’s (SBFI) AdviceOnLoan blog highlighted two key areas to better manage credit risk and credit culture: 1. Leadership should be strong promoters of the culture. One common area where institutions can improve their culture is within their credit risk rating system.

Training 150

Training System Leadership Analysis 150

South State Correspondent

MARCH 28, 2024

By taking a leadership role, banks can assist customers and their communities and generate loans, deposits, and fees in the process. This experience may lead many banks to conclude that while they plan on rate cuts in 2024 to help margins, they may want to start discussing an alternative plan with their board and management team.

America 195

America Strategy Taxes Community 195

Independent Banker

NOVEMBER 30, 2021

Within that tightly knit group, there’s the bank’s leadership team, comprising president and CEO Greg Dennis, chief lending officer Jon Girard, vice president of operations and compliance Kristine Hendrickson, and executive vice president and chief financial officer Michele Boeder. The leaders of the Inver Grove Heights, Minn.,

Community Bank 164

Community Bank Community Texas Leadership 164

Independent Banker

NOVEMBER 30, 2022

Swenson’s goal has been to create a team of individuals who can manage themselves but also function well together. Our leadership consistently articulates and demonstrates a commitment to being a great place to work.”. CNB has a Leadership Advisory Committee dedicated to this mission. Mark Scheffers, Grand Ridge National Bank.

Community Bank 169

Community Bank Community Montana Leadership 169

Abrigo

AUGUST 26, 2016

Does senior leadership do a good job of communicating its top priorities? Sageworks Senior Risk Management Consultant Rob Ashbaugh said many financial institutions are focusing on portfolio growth in order to offset the profit-pinching effects of low interest rates and thin margins.

Survey 150

Survey Risk Management Leadership Strategy 150

Gonzobanker

JANUARY 29, 2018

While I recognize that a poll of webinar attendees isn’t exactly scientific research, practically none of the attendees rated their content and delivery as strong—and I suspect a lot of bank and marketing execs feel the same way. Don’t just sample check loan preapproval offer letters with an eye toward managing credit risk.

Analytics 128

Analytics Resources Strategy Marketing Strategies 128

Filene

MARCH 29, 2016

We will integrate Lucy’s real world experience with Filene’s correlated research done in coordination with Michael Neil, Attributes and Skills of Highly Effective Credit Union Managers, 2012. Register for this webinar now!

NV 28

NV System CA Leadership 28

Abrigo

DECEMBER 30, 2019

In a recent Abrigo webinar presentation by John Geiringer, partner at the law firm Barrack Ferrazzano , John recapped exam findings and consent orders from 2019. It is critical for leadership and the Board of Directors to be engaged in all areas of the institution, including compliance with the BSA. Learn more. Learn More.

Training 195

Training Compliance Leadership Fraud 195

Abrigo

JUNE 22, 2017

In the recent Sageworks webinar “ Credit union strategic planning best practices: Bridging the gap between strategy and execution ,” Ancin Cooley, CIA, CISA, of Synergy Credit Union Consulting, discusses the importance of setting and evaluating your credit union’s risk appetite. “You

Lending 150

Lending Meeting Survey Capital 150

Cisco

OCTOBER 2, 2020

To reduce time and cost with AI and machine learning capabilities, Delta Bravo AI provides the following: Fully managed data science platform built for Cisco Hyperflex/Container. To learn more about connecting your organizations and building a network you can trust check out our recent webinar , the FSI home page , or contact sales today.

Analytics 129

Analytics Data Leadership Strategy 129

FICO

MARCH 14, 2023

Many health plans around the world have automated their management of health insurance claims to a large degree. And while many may not be in the unenviable position of this national health plan, every health plan typically has a “wish list” of things that they would like to — or need to — do better in claims management.

Software 98

Software Management Analytics Operations 98

Abrigo

JUNE 10, 2020

Or, if the financial institution is facing extended challenges with BSA/AML staffing, consider outsourcing basic BSA/AML tasks of SARs filings and managing alerts so that staff can focus on case escalation and implementing AML policies and procedures. Focus BSA/AML resources on risk. BSA Rules and Regulation. Fraud Prevention. Learn More.

Resources 195

Resources Regulation Compliance Policies 195

Filene

JULY 20, 2017

Please join us for an engaging, interactive webinar during which we will explore Vertex Live, a new approach to the well-known management development system. You will walk away with: Information about the eight coaching modules geared toward strengthening leadership traits.

Leadership 28

Leadership Meeting Groups US 28

Filene

JANUARY 27, 2016

Join us as we hear about Karen Church’s exciting leadership path. Karen will share key leadership lessons that she has learned along the way. Register for this free webinar. Karen started at ELGA as a senior in high school, worked nearly every position since 1978, and is now the CEO and has been for 22 years, since 1993.

Leadership 28

Leadership US Management 28

CFPB Monitor

FEBRUARY 14, 2019

A new executive order signed by President Trump on February 11, 2019 is intended to maintain American leadership in artificial intelligence (AI) research and development (R &D). The order directs certain federal agencies to pursue various strategic objectives to promote and protect American advancement in AI.

Lending 84

Lending Community National Leadership 84

Gonzobanker

JULY 10, 2020

Now that the PPP frenzy is over, get ahead of your next loan opportunity and start managing your portfolios. Risk Management. Risk management was never out, but the level of investment and emphasis we saw during the early part of the 2008-2009 crisis lessened during the past four to five years. Where will you see TDRs emerge?

Risk Management 88

Risk Management Capital Strategy social media 88

Filene

APRIL 13, 2017

Please join us for an engaging, interactive webinar during which we will explore Vertex Live, a new approach to the well-known management development system. You will walk away with: Information about the eight coaching modules geared toward strengthening leadership traits.

Leadership 28

Leadership Meeting Groups US 28

Filene

FEBRUARY 26, 2016

Leadership coaching is an integral part of growing your bench because it creates a stronger team, better succession planning, and cultural continuity. Middle managers, as the day-to-day supervisors of entry-level employees, are the linchpins of the credit union’s retention and talent management success.

Leadership 28

Leadership Management Report 28

Independent Banker

JULY 30, 2015

Community Banker University offers educational opportunities through live, in-person seminars and webinars, publications, audio conferences, self-study programs and videos. Leadership Development Conference. The ICBA Leadership Development Conference, which will take place Sept. Community Banker University.

Resources 70

Resources Tools Community Bank Conference 70