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.
Professional Development Specialist
Montana Townsend
(916) 438-4427
mtownsend@westernbankers.com
Advanced Tax Return Analysis for the Banker
This seminar will provide the banker with several advanced tax return concepts and related analyses to help them more effectively work with their business customers. The session 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: Business Banking Officer, Loan Officer, Personal Banker
How to Make Commercial Loans Through the Business Cycle and Prepare for the Next Recession
As borrowers and lenders work through the business cycle, borrowers’ credit needs change, so lenders must be ready to recognize the changes and accommodate their clients’ requirements, and credit approvers must be prepared to evaluate and adjudicate the impact of these changes on underwriting, approval, and credit risk management. Business cycles are inevitable, and bankers must understand borrowers’ funding needs through a cycle’s four phases—early expansion, late expansion, early contraction, and late contraction—as well as how to identify and evaluate clients’ relative vulnerability to recession.
Who Should Attend: Chief Credit Officer, Chief Risk Officer, Commercial Loan Officer, Business Development Officer, Junior Loan Officer
It Is Broken and Must Be Fixed: How Replacing Manual Processes with Technology Can Save Millions
In the current environment, banks cannot afford the continued use of processes and practices that are inefficient. Numerous opportunities exist for applying automation that reduces overhead, costs, and error rates. In this webinar, the use of machine learning and robotic process automation to audit high-value, complex vendor invoices will be discussed. Vendor invoices averaging a 10 percent error rate with some errors totaling hundreds of thousands of dollars annually. Automating vendor invoice auditing can reduce this loss rate and deliver an ROI within months, not years.
Who Should Attend: Chief Technology Officers, IT/Operation Leads/Specialists, Chief Operating Officer
Have You Outgrown Your Core’s Digital Banking Platform?
Over the years, many banks have adopted their core’s digital banking solutions for the perceived value and ease-of-use; but as technology advancements are made, these rigid core systems have wrapped themselves too tightly and outdated core technology has only limited the growth and adaptability of digital banking. However, with the right data and digital channels, your bank can take control of its platform. This session will explore guidelines and tools that can help you evaluate where your bank needs to be.
Who Should Attend: Chief Technology Officers, IT Specialists, Marketing Directors, Business Development/Sales
Were You Ready for the Pandemic?
Banks, along with the rest of the world never thought they would see a world-wide pandemic in their lifetime. How well did that pandemic plan written in 2007 help when this pandemic hit? Have you kept your plan up to date? In this webinar we will evaluate what we have learned and how we must re-evaluate the planning (and testing) we perform for a pandemic. Regulators will look hard at how a bank reacted to this pandemic, but more importantly, how the bank is changing their thought processes and planning to never get caught short again.
Who Should Attend: All C-suite Executives, Directors, Compliance Professionals, HR and Operations Specialists
Effective Emails—Improving Your E-Communication Skills
Emails are a core business communication tool. The speed and volume of email have dramatically changed the business communication. The not-so-old standards for professional correspondence have changed and will continue to do so. In this webinar, learn how to write clearer emails to receive better responses. Well-written emails save time because they allow the recipient to clearly understand the task at hand and respond appropriately. Effective emails reduce confusion and increase productivity, and they are much faster to write than snail mail.
Who Should Attend: All Marketing and Communications Professionals
Online Account Opening – Right First Time, Every Time
Digital first strategy is not an option anymore and given the new normal, customer acquisition is only possible with omni-channel customer onboarding and account opening. In this webinar, Newgen experts will share the market trends, best practices in customer acquisition and how banks can ensure a continued business growth using Newgen’s intuitive and future-proof online account opening platform. It is critical for financial institutions to adopt the digital first strategy to not only serve their existing customers with ease but to ensure business growth and continuity.
Who Should Attend: Business Development Officers, Branch Managers, Retail Bankers
Avoiding Pitfalls Associated with Collecting Rents, Seeking a Deficiency Judgment and the One-Action Rule
With loan default inevitably on the rise, lenders need to understand the risks and rewards associated with collecting rents, judicially foreclosing and avoiding costly violations of California’s One-Action Rule. In this webinar, attendees will explore each of these available remedies that will provide the tools necessary to decide which route to take while being walked through the process. Participants will leave the session with a firm understanding of their options when a loan goes into default.
Who Should Attend: Chief Credit Officer, Commercial Loan Officer, Consumer Loan Officer, Junior Loan Officer, Business Development Officer
Marketing the Bank in Today’s Competitive Economy
In today’s “competitive” economy, how do you market your bank, how do you market your department, how do you market yourself? This session will provide the participant with a strong understanding of the marketing concept as well as practical applications in the real world of marketing “bank products and services.” Upon completion of the session, the participant will have a good feel for the target market, the four (4) P’s of marketing, the industry life-cycle, and market structure and how these apply to marketing the bank, your department, and yourself.
Who Should Attend: Marketing Analyst, Marketing Strategist, Brand Strategist