As executive orders and legal challenges reshape the Diversity, Equity, and Inclusion (DEI) landscape, companies are adapting their strategies to remain compliant while maintaining inclusive workplaces. How can organizations integrate DEI principles into broader business operations, ensure employee engagement, and evolve terminology to create a “Welcoming, Winning, World-Class Workplace”? Join us for an exclusive webinar […]
Discount Code: CWWW25 As executive orders and legal challenges reshape the Diversity, Equity, and Inclusion (DEI) landscape, companies are adapting their strategies to remain compliant while maintaining inclusive workplaces. How can organizations integrate DEI principles into broader business operations, ensure employee engagement, and evolve terminology to create a “Welcoming, Winning, World-Class Workplace”? Join us for […]
This event is hosted by Patty Joyner of Financial Solutions, a frequent presenter for the American Bankers Association where she serves as a faculty member of its prestigious Stonier Graduate School of Banking, National, Intermediate and Graduate Compliance Schools and frequent presenter at ABA’s highly effective in-bank compliance schools for larger financial institutions. Additionally, Patti […]
Program Overview As executive orders and legal challenges reshape the Diversity, Equity, and Inclusion (DEI) landscape, companies are adapting their strategies to remain compliant while maintaining inclusive workplaces. How can organizations integrate DEI principles into broader business operations, ensure employee engagement, and evolve terminology to create a “Welcoming, Winning, World-Class Workplace”? Join us for an […]
Objective: This session focuses on the relationship building process to identify how to gain the trust of your client, gain a larger share of wallet, and present solutions that solve your clients’ needs. Key Skill Transfers/Takeaways: Mastering pre-call planning. Learning to call virtually or in-person on the right (most profitable) clients and prospects. Building relationships […]
The North Carolina Bankers Association and the Ohio Bankers League are thrilled to announce an exciting partnership for the 2025 Annual Convention! Join us June 23-26, 2025, as we come “Together at The Homestead” in Hot Springs, Virginia, to learn, network, and celebrate treasured traditions. We hope to see you and your loved ones at […]
Objective: This session focuses on the relationship building process to identify how to gain the trust of your client, gain a larger share of wallet, and present solutions that solve your clients’ needs. Key Skill Transfers/Takeaways: Mastering pre-call planning. Learning to call virtually or in-person on the right (most profitable) clients and prospects. Building relationships […]
The North Carolina School of Banking is dedicated to expanding the skills and abilities of middle managers and prospective managers through lectures, teamwork and hands-on experiences. Bankers who enroll in the School spend a week each summer receiving training in an academic setting.
Fraud Academy is a pioneering initiative designed to arm bankers with the skills needed to detect and combat fraud. Our unique program features insights from experts across the DEA, FBI, the Secret Service, law enforcement, and the financial industry, offering a robust education in fraud prevention from those who know it best. With fraud costing […]
Objective: This session focuses on the manager’s role in building and leading an effective service and sales organization. Managers will learn to plan and direct the team toward an effective business development effort.. Managers learn to evaluate individual performance and build performance standards that blend with the company’s mission and vision. Key Skill Transfers/Takeaways: Plan […]
This event is facilitated by Patty Joyner of Financial Solutions, a frequent presenter for the American Bankers Association where she serves as a faculty member of its prestigious Stonier Graduate School of Banking, National, Intermediate and Graduate Compliance Schools and frequent presenter at ABA’s highly effective in-bank compliance schools for larger financial institutions. Additionally, Patti […]
Objective: Branch Manager Bootcamp: Managing a Successful Branch focuses on the foundation skills of a Branch Manager. Managers learn the key elements of managing a successful branch: selecting the team, staffing and scheduling, procedures, and building the team. Key Skill Transfers/Takeaways: Learning to create an energetic and productive workplace. Learning to manage the branch team […]
Unlock your potential and save! For a limited time, we’re making it easier than ever to invest in your professional growth. Whether you’re looking to level up your skills, earn continuing education credits, or explore new topics, our webinars, workshops, and streaming sessions give you the flexibility to learn on your schedule, while keeping more […]
We tend to think of commercial loans as being free of troublesome compliance requirements, but that simply is not accurate. This webinar will present and explain a checklist for commercial loans. Several compliance-related laws apply to commercial loans as well as consumer loans. This colorful checklist, patterned after the popular Best-Ever Consumer Checklists, will guide […]
In this session, we will discuss the types of reports to include in board packages. We’ll also address how these reports should be utilized to ensure your directors are receiving the pertinent details needed to stay informed of issues impacting your institution and to make effective, risk-based decisions on its behalf. We will also address […]
This program will cover guidelines for the institution in a workout situation, including the documentation to consider before, during, and after negotiations take place with borrowers and guarantors. Assessing lien positions and likely recoveries in bankruptcy and in the absence of a workout will also be discussed. Empower yourself with the knowledge and skills you […]
In this session, we will review the specific error resolution requirements of Reg E, discuss procedural best practices and provide tips on documenting your investigation. You will have the opportunity to break out into small groups to work through “real life” error resolution situations and discuss your process for meeting regulatory requirements and preventing costly […]
Attend this session to learn more about AI and how to secure it. A checklist of security and privacy threats is provided so attendees can act and update their IT risk assessment and information security program. This webinar will help leaders understand artificial intelligence and data protection strategies for their institutions.