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
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
Right-Sized Marketing Strategies That Match Your Data Analytics and Budget
Gaining a firm handle on data will give cause to adding and targeting the right media to the right market based at the right budget. Whether managing through a lot of data or a little data, obtain key tips to help master strategies that take you forward. For example, direct mail is one of the most effective marketing mechanisms. However, due to price, it should be shared with only your best prospects. Finding the right affordable marketing mix and taking action on your data is key to driving consistent results.
Who Should Attend: Chief Marketing Officers, Marketing Specialists, Communications Professionals
Managing the Transition from LIBOR to SOFR
LIBOR is scheduled to sunset at the end of 2021. This change will impact nearly every bank in the U.S. as many loans and securities, as well as derivative contracts, are indexed to LIBOR. This session will introduce the alternative index proposed as the replacement rate, the Secured Overnight Financing Rate (SOFR). In addition, we will discuss the potential benefits and considerations of using SOFR. We will then cover what financial institutions have been doing with loan and derivative contracts to prepare for the market change. Finally, we will present what developments Chatham is seeing in the market.
Who Should Attend: CEO, CFO, Treasury, Lending, Credit, Legal, Compliance
ESOPs 101: How ESOPs Work & How They Can Benefit You and Your Company
In this webinar, we will discuss what an employee stock ownership plan (“ESOP”) is and how an ESOP can benefit business owners, companies and employees. The presentation is a general overview, with an emphasis on helping the business, finance and private wealth professionals come away with a basic understanding of ESOPs as a potential option for business transition.
Topics covered will be:
• What is an ESOP
• The basics about how an ESOP operates
• What types of companies are good ESOP candidates
• How an ESOP can be used to help a company effect a liquidity event for the owners, on a tax advantaged basis
Who Should Attend: Finance Executives, Benefits/Compensation Specialists, Business Development and Relationship Managers
Banking Digital Transformation: Stockman’s Journey from Brittle Architecture to a Platform for Innovation
Community financial institutions (CFIs) are urgently racing to become innovation shops that can deliver new products and services to the market quickly and frequently. In this Webinar, Keven Guenthner, CIO of Stockman Bank, discusses the strategies he has successfully applied to deliver digital transformation to financial institutions. Many CFIs struggle to accomplish this when hobbled by legacy architecture and technology, but Kevin will help you understand how to attack that problem head on and how to win.
Who Should Attend: CIOs, CTOs, Technology Officers, Innovation Officer, Customer Engagement Executives
Litigation Considerations for Benefits Counsel
In this webinar, we will discuss current litigation issues about which all benefits counsel should be aware, including:
- The use and enforceability of exclusive venue provisions in Plan documents.
- The pros and cons of including arbitration provisions and class action waivers in Plan documents or separate agreements.
- Drafting considerations for venue provisions, arbitration clauses, and class action waivers.
- The DOL’s current stance on indemnification agreements for fiduciaries, especially in the context of ESOP-owned companies.
Who Should Attend: HR/Benefits Specialists, Legal Counsel
Preparing for Marketing Success in a Post COVID-19 World
The COVID-19 pandemic crisis has disrupted the economy, threatened people’s physical health and financial livelihoods and upended their plans for the future. Fear of getting sick and overall uncertainty has elevated consumer anxiety and money concerns. Customers need fewer buzz phrases and product promotions and more empathic listening, solutions, flexibility and hope. These are the criteria for financial marketing success going forward – and they existed long before the pandemic even started.
Who Should Attend: Marketing Executives
King of the Hill: Mobile App Edition – See How the Hottest Mobile Banking Apps Advise & Educate Consumers While Siphoning Deposits from Your Financial Institution
Right now, fintech disruptors are helping tech-savvy consumers reimagine banking tasks while enticing them with new places to keep their funds — instead of a checking account at your financial institution. The secret to improving your future deposit growth lies in understanding the changing role of banking products in the financial lives of today’s consumers. In this session, Dave will dive into ongoing research that explains these trends — including which mobile features matter most to each generation, from millennials to baby boomers.
Who Should Attend: CIOs, Technology Officers, Retail Bank Executives, Operations Executives
Rate Lock Strategies for a Low Rate Economy/Environment
A discussion on how forward rate locks can benefit both the institution and the borrower. Explore strategies for construction-to-perm rate locks, recession hedge trades and fixing future loan resets to strengthen relationships and help your institution retain business through a low interest rate economy.
Who Should Attend: Chief Lending Officers, All Lending Professionals, Finance and Accounting Executives, Risk Officers
Customer Profitability amid COVID-19
Customer profitability amid COVID-19: As community bankers head into strategic planning season, increasing profitability with the current pandemic and market swings is likely top of their agenda. This session will help community banks Identify strategies for data mining that will spotlight and strengthen relationships with PPP borrowers, and identify profitable customers.
Who Should Attend: President and CEOs, Board Members, Business Development Executives, Chief Credit Officers, Retail Bank Executives, Lending Officers