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Dancing with Fintech in Risk Shoes

Risk and compliance professionals have always been charged with creating a culture that made it possible for their organization to quickly adapt to regulatory changes, changing oversight trends, and evolving customer expectations. In this session, learn how the advent of fintech innovations in the delivery of banking products and services are creating heightened customer expectations around speed, ease of access, efficiency, and automation. This webinar will evaluate the risks banks should consider when undertaking a new fintech collaboration and how to successfully overlay compliance culture into a new venture.

Who Should Attend: Risk Professionals, Chief Technology Officer, Bank Director, Chief Compliance Officer, Compliance Professionals

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Funding Your FI in the New Age – Keys to Your Funding Options

This session will provide best practices to manage funding costs and risk management needs while providing the framework to better leverage core deposits. In this session, attendees will address how “big bank” liquidity rules impact deposit markets and access the role and strategy of various funding sectors. Join this webinar to grasp a deeper understanding of liquidity rules and learn how your institution can benefit from having a clear understanding of this framework.  

Who Should Attend: Credit Analyst, Chief Credit Officer, Chief Risk Officer, VP of Accounting, Chief Financial Officer

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Spotting Issues in the Most Important Due Diligence Documents

Properly reviewing vendor due diligence is necessary for vendor management success. During this session, we will demystify the structure and terminology of three of the most informative and important due diligence documents you should be getting from your vendors: SOC reports, financial statements, and business continuity plans. Receive tips on how you can review these documents and develop techniques for explaining results to your management.

Who Should Attend

Compliance Officer, Risk Officer, Vendor Management Officer, Operations Director, Chief Operations Officer, Senior Vice President, Vice President

CPE Credits

CPE Credits

The 2019 FDIC Community Bankers Workshop has been granted 6 CPE Credits. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. 

Pricing

Pricing

Pricing For

Through 9/14/2020 After 9/14/2020
WBA Bank Member $395 $495
Law Firm Member $695 $695
Bank Non-Member $695 $695
WBA Member Season Pass Holder $395 $395
WBA Associate Member $1,000 $1,000
Law Firm Non-Member $1,000 $1,000
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HR as a Center of Excellence: Making Your Department the Hub of Culture & Engagement

The American workforce has more than 100 million full-time employees. One-third of those employees are engaged at work. They love their jobs and make their organization better every day. At the other end, 16% of employees are actively disengaged — they are miserable in the workplace and destroy what the most engaged employees build. The remaining 51% of employees are not engaged — they’re just there. How do you transform your workplace culture into a culture of engaged employees? This session will explore culture, engagement, and HR as a center of excellence for driving positive change.

Who Should Attend: MR Director, HR Manager, HR Business Partner

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They’re Back – Problem Loans – Know When to Hold Them and Fold Them

As the economy slows and starts to expose weaknesses with some bank borrowers, banks are starting to experience some credit problems. Now is the time when smart bankers seize the opportunity to prune their portfolio either by forcing potential problem borrowers to address weaknesses in their businesses or encouraging them to find other lenders. The 10-year expansion means that bankers with less than 10 years’ experience have not had much exposure to problem loans, so their ability to identify them, evaluate them, and manage them is probably very limited. This webinar is designed for line lenders with some basic commercial lending experience and credit personnel who are responsible for identifying potential problem loans, who take the first steps to protect the bank’s position, and who begin the processes to resolve the problem.

Who Should Attend: Credit Officer, Lending Officer, Risk Officer, Commercial Lending Officer

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Asset Based Lending: Easier Said Than Done – Policy and Underwriting Guidance for ABL Receivables and Inventory

Asset-based lending (ABL) is a form of commercial lending designed to finance safely the working capital needs of a borrower whose cash flow may not support debt repayment. Like other commercial loans, cash flow is the primary repayment source for an asset-based loan but with stronger reliance on the company’s assets as collateral and firmer control over the receipts of the collateral’s liquidation. Monitoring and controlling collateral are critical to the asset-based lender to mitigate repayment risk. Collateral evaluation begins with a comprehensive field examination to determine value, followed by a continuing program of periodic examinations. The collateral and loan values are monitored continuously (daily/weekly/monthly) to ensure that the realizable value of the collateral is always enough to repay outstanding. This session will explain how the ABL policy and process must work to ensure the bank is repaid on time, in full, and as agreed

Who Should Attend: Credit Officer, Lending Officer, Risk Officer, Commercial Lending Officer

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Vendor Management: Aligning Risk Management Practices & Business Objectives to Ensure Successful Outcomes

Banks are looking to increase efficiencies by partnering with fintech companies or using new technology to streamline processes, but don’t let flashy product demonstrations leave you with a false sense of optimism! Such goals can only be achieved with sufficient vetting before the contract is signed. In this session, learn how you can increase the likelihood for successful outcomes when outsourcing to third-party vendors to satisfy regulatory expectations while also achieving strategic business objectives. Learn from real-life case studies to develop concrete business requirements to form an effective RFP, properly leverage product demonstrations to assess the solution against those requirements and determine metrics to measure success.

Who Should Attend

Chief Technology Officer, IT Director, Chief Operating Officer, Branch Operations Leader, Chief Financial Officer

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Five Proven Ways to Jump-Start Core Deposit Growth in 2020

Generating low-cost core deposits is an urgent strategic priority for financial institutions nationwide. In this highly-competitive, rising-rate environment, demand for core funding is high, and many community institutions are scrambling to keep pace. The challenge: old strategies to attract core deposits are no longer relevant to today’s consumers and the conventional wisdom that financial institutions have relied on in the past, no longer works. The solution: coaching financial executives to profitably grow core deposits, expand their branch networks, and successfully serve their broader communities. Join this webinar to learn how embracing and deploying a new strategy that rejects conventional wisdom and successfully resonates with consumers can revive your organizations bottom line.

Who Should Attend: Operations Officers, Information & Technology Officers, Chief Financial Officers, Vendor Management

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The 45-Minute Deposit Study

Key model assumptions for non-maturity deposits (beta and decay) often represent a major ALM modeling weakness at community banks. In this session, learn how to support these model assumptions using straightforward, transparent, and accepted methods. Implementing these methods will not only improve your exam and validation experience but will result in cleaner and more effective modeling. It’s much easier than you may expect.

Who Should Attend

Director, Chief Executive Officer, Chief Financial Officer, ALCO Member, Controller, Senior Financial Specialist, Risk Officer,

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Avoiding Surprises in Mortgage Servicing

As banks face competitive challenges and increased regulatory and investor scrutiny, establishing internal monitoring systems to provide ongoing feedback on critical servicing components should be an integral part of the management structure for all loan servicers. Preventing surprises that can result in significant operational, regulatory, reputational, and financial burdens, if not detected on a timely basis is just as critical. In this webinar, attendees will learn about the challenges servicers have had managing and implementing the Consumer Financial Protection Bureau rules, especially related to servicing transfers. In addition to implementing the rules, regulatory and investor quality control requirements for the ongoing monitoring of servicing activities will be addressed.

Who Should Attend: Mortgage Loan Officer, Chief Finance Officer, Loan Administrator, Credit Officer, Underwriter, Loan Processor, Risk Officer, Compliance Professionals

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An Update on California’s Consumer Privacy Act – What’s Changed Since it was Enacted in 2018

The effective date for the California Consumer Privacy Act (CCPA) of 2018 is just around the corner and banks are working diligently to comply. The CCPA establishes consumer rights: to know the personal information a business collects on them, to delete their personal information, to limit/prevent sale of their personal information, and to be free of discrimination in the offering and pricing of services based on the consumer’s exercising these rights. In this session, we will review key provisions of the Act and will share recent revisions enacted by the California Legislature. Join us for this important webinar and learn about the requirements of the Act and areas in which banks will need to comply.

Who Should Attend: Risk Officer, Chief Operational Officer, Director, Legal

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Standing for Equality: Connecting with LGBTQ Customers

Financial institutions are increasingly evaluated for their perceived or actual stance on social issues. On this 50th anniversary year of the 1969 Stonewall Riots, many larger banks and credit unions will deliver messages of inclusion and LGBTQ equality. As consumers become more accepting of the LGBTQ community, companies realize that showing support for equality makes good business sense. This webinar explores why and how smaller institutions should finally take a stand for equality.

Who Should Attend: Chief Marketing Officer, Marketing Director, VP of Human Resources, Director of HR, HR Analyst, HR Business Partner

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The Opportunity for Capturing Deposits and Growing Savings at Tax Time

For many customers, a tax refund represents the single largest transaction of the year and their best opportunity to make significant progress toward financial goals. Yet most banks let this moment pass by without making offers to help customers take advantage of the refund windfall. In this webinar, attendees will learn more about the role tax refunds play in customers’ lives and explore innovative concepts to help them leverage the moment to build savings. Learn how your financial institution can be a vehicle for greater financial security at the most opportune moment in a customer’s financial year.

Who Should Attend: Chief Banking Officer, Branch Manager, Sales Managers, Retail & Product Managers, New Accounts Managers

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Develop Meaningful Job Descriptions

Job descriptions serve a multitude of purposes to an organization. They have a vital role in recruitment, succession planning, salary administration, coaching, and performance management, as well as serving as necessary legal and compliance documents. But, how effective are they in meeting these critical objectives? In this session, we will look at some tips and tricks to take  job descriptions beyond just being a laundry list of position to-dos and candidate must-haves to a document that is effective at meeting the needs of the organization, guiding employees in their career paths, attracting the best quality talent in your recruitments, and maintaining legal compliance.

Who Should Attend: VP of HR, HR Manager, HR Business Partner, HR Analyst, Director of HR

Sponsorship Information

Sponsorship Information

If you are interested in sponsoring this event, please contact Rosemary Mignano, Senior Manager, Strategic Partners at rmignano@westernbankers.com or (916) 438-4435.

Why sponsor:

  • Maximize your company’s brand awareness and increase your market position
  • Gain direct access to member banks and institutions in an exclusive environment
  • Raise your profile above your competitors
  • Learn about the issues confronting today’s financial service leaders and gain valuable insight into potential solutions
  • Match your exposure needs, regardless of your budget
  • Shape or reinforce a positive perception of your company with bank executives
  • Support the Western Bankers Association, the largest non-profit banking organization serving the West Coast financial services industry
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How to Develop a Strong Credit Culture

Credit culture plays a vital role in successful credit risk management. In this webinar, the critical elements of credit culture will be identified, including key credit discipline tools and the four types of credit cultures. Attendees will learn to evaluate these essentials in terms of their impact on credit risk management and moving towards a stronger credit culture.

Who Should Attend: Chief Credit Officer, Commercial Loan Officer, Fair Lending Manager, Consumer Loan Officer, Junior Loan Officer