Webinars
Webinars
Webinars, offered through Western Bankers Association, are an extensive suite of online webinar training that enable bankers to enjoy flexible and cost-effective education across all critical areas of banking. Webinar topics such as payments, retail banking, compliance, finance, lending, technology, HR, M&A, compensation, directors issues and more, are covered in a comprehensive, and easily accessible format.
Benefits of Webinars
Educational webinars address timely issues facing independent bank professionals. From the convenience of your desk, these 60-minute webinars provide you with a cost-effective way to stay abreast of industry information and trends affecting banks, as well as provide the bank with a low-cost option to effectively train and educate their directors.
2018/2019 Playback Library
Click here to access our 2019 playback library and here to access our 2018 playback library.
Webinar Program Coordinator
Montana Townsend
(916) 438-4427
mtownsend@westernbankers.com
2019 Mid-Year Review of Community Bank Performance
More than halfway through 2019, it is time to review the current state of affairs in the community bank industry. This webinar will provide an overview of emerging trends in the financial industry ranging from interest rates, deposits and loans, and economic factors. The goal of this webinar is to provide a clear understanding of what is taking place in the community bank environment and what to expect for the remainder of 2019.
Who Should Attend: Chief Credit Officer, Commercial Loan Officer, Consumer Loan Officer, Junior Loan Officer, Compliance Officer, Business Banking Officer, Chief Financial Officer, Balance Sheet Management
Understanding Credit Risk Management in this Volatile Global Environment from a ‘Country Risk’ Perspective Management
This webinar will give unique insights to credit risk management through the frame of country risk management (CRM) for – large to smaller community — financial institutions. Participants will derive a greater understanding of how an organization derives much benefit by effectively implementing CRM; moreover, they will gain exposure to why they need to stay on top of doing their own due diligence of financial institutions with cross border exposures and the value of CRM to an organization.
Who Should Attend: Chief Risk Officer, Chief Credit Officer, Consumer Loan Officer, Director, Chief Credit Officer, Credit Analyst
Information Security & Risk Assessments
Risk management is a key component of just about every action and decision a bank makes, and those risks can be difficult to determine in a measured and consistent way. Information security can be a particularly challenging area to gauge risk, but there are methodologies for risk mitigation, including technical, personnel, and procedural strategies. In this session, learn the fundamentals of information security and risk management, including sample frameworks and risk mitigation methodologies.
Who Should Attend: Chief Information Officer, Chief Technology Officer, Chief Information Security Officer, Technology Risk Officer, Risk Officer, Compliance Officer
Current Regulatory Hot Spots
Regulators have shifting areas of emphasis and evolving expectations as to how banks address risk management challenges and implement best practices. In this webinar, participants will identify areas of examination criticism based on a review of Safety & Soundness and Compliance Examination reports, and augment that with how to address current regulatory “hot spots.” There are many guidance statements out there, but it is crucial to understand how they are interpreted, applied, and prioritized.
Who Should Attend: Chief Information Officer, Chief Technology Officer, Chief Information Security Officer, Technology Risk Officer, Risk Officer, Compliance Officer
Culture and Conduct Risk: How a Strong Culture of Compliance Can Mitigate Risk
Organizational culture has a direct impact on the conduct of its employees which in turn impacts the success of the institution’s risk management activities. In this webinar, bankers will learn how to implement a strong culture from the top down and how not doing so can directly affect reputational risk, conduct risk, and employee retention. Culture and conduct risk are becoming an industry focus point. It is important to place focus on these areas, as regulators will assess the health of your organization’s culture as well as the level of conduct risk present in your institution.
Who Should Attend: Chief Compliance Officer, Compliance Officer, Chief Risk Officer, RQA Analyst
Write Right to Better Business Communication
Good leaders walk the talk, but they also “write right”. They know how to say in a few words what needs to be said in crisp, clear language. The road to bad communication is paved with good intentions and poor construction. Readers know when subjects and verbs don’t agree, when punctuation misses the point, when words don’t fit and content is confusing. In this session, learn how a few basic rules on grammar, punctuation, and usage can improve business written communications with clearer, more succinct content.
Who Should Attend: Chief Marketing Officer, Marketing Director, Content Strategist, VP of Operations
Big Ideas for Bank Marketing – Strategies to Shake Up the Status Quo in 2020
Customer expectations are at an all-time high and only the creative, agile marketer will be able to help their institution stay competitive in the year ahead. In this webinar, participants will explore emerging consumer behaviors and the marketing trends that should guide strategic choices in 2020. Increasingly, marketing success will depend on a marketer’s understanding and use of the innovative new tools, platforms, and technologies that are disrupting the bank marketing landscape.
Who Should Attend: Marketing Director, Marketing Strategist, Digital Marketing Coordinator, Marketing Content Writer
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
Reward & Recognition: Not All Programs are Created Equal
As the workforce changes and employee loyalty declines, the methods for keeping our employees engaged and feeling valued must be a priority. In this webinar, examine the various motivations of the workforce and how to create effective reward and recognition programs to keep employees engaged. Engaged employees are happy employees which leads to a more stable workforce and contributes to employee loyalty to an organization.
Who Should Attend: VP of HR, HR Manager, HR Business Partner, HR Analyst, Director of HR
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
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
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
Banking Large Block Depositors – Collateral Mechanisms
For community-focused financial institutions, attracting large-block depositors can be a challenge when they require or request securitization of their deposits in excess of FDIC /NCUA insured limits. However, there are a number of securitization options available to financial institutions. In this session, attendees will learn to understand the complexities of each securitization method and how they may vary by the type of depositor, which is key for a financial institution to successfully execute their larger block funding strategy.
Who Should Attend: Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, Director
Determining When to Term Out a Line of Credit
A line of credit (LOC) is a valuable lending tool for a borrower that needs working capital. However, if a client’s situation changes and long term repayment will be affected, the bank needs to assess when and how to term out their loan. This session will provide guidance on what to do–before the line goes bad and after the borrower has defaulted. The emphasis will be on the former because if the problem can be identified beforehand, mitigating the risk can be done by terminating the line and terming the balance out.
Who Should Attend: Credit Analysts, Credit Specialists, Junior & Senior Lenders, Underwriters, Relationship Managers, Business Bankers, Commercial Lenders, Business Development Officers
Advanced Tax Return Analysis
This webinar will provide attendees several advanced tax return concepts and related analyses to help effectively work with business customers. The webinar will begin with a brief review of analyzing a business owner’s personal “1040” tax return and the return of an LLC, S corporation, and C corporation including Schedules M-1 and M-2, Schedule K-1, pass-through transactions, and other deductions.
Who Should Attend: Chief Financial Officer, Controller, Finance Officer, Finance Specialist, Commercial Loan Officer, Consumer Loan Officer, Junior Loan Officer