Webinars

We offer a variety of webinars which discuss changing legislation and current trends.

For questions about our educational webinars, please contact Ashley Sullivan at 617-261-8148 or asullivan@wolfandco.com.

• WolfPAC® Controls Enhancement - Creating a Control Inventory and Assigning Controls to Quality of Mitigating Controls Questions

  August 2, 2011 2:00pm - 3:00pm

  The August release of WolfPAC® will include new features and methodology for documenting your control environment for the Information Technology, Vendor, Customer Information and Operations risk assessment modules. Join us for a complimentary client webinar to see what's new!

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• WolfPAC® Controls Enhancement - Creating a Control Inventory and Assigning Controls to Quality of Mitigating Controls Questions

  July 28, 2011 2:00pm - 3:00pm

  The August release of WolfPAC® will include new features and methodology for documenting your control environment for the Information Technology, Vendor, Customer Information and Operations risk assessment modules. Join us for a complimentary client webinar to see what's new!

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• FBA Webinar Wednesday: Diversity of Thought: A Valuable Component of Family Business Governance

  July 27, 2011 2:00pm - 3:00pm

  Diversity of thought is a concept you are likely to correlate to the value of a well-structured board of directors. Equally as valuable and viable is the concept of ensuring diversity of thought within the governance and strategic decision-making of your family business. During this webinar, our dynamic panel will provide broad, valuable and practical perspective regarding the importance of Diversity of Thought in governance and strategic decision-making in family businesses.

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• Complimentary Webinar: The Future of Service Organization Control (SOC) Reports

  July 12, 2011 2:00pm - 3:00pm

  The AICPA has developed new guidance for reporting on internal controls at service organizations. The type of report you should request from your service organization is dependent on the products or service they are providing to you, and what type of vendor management concerns you have. Are you aware of the new SOC standards and how they impact your organization?

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• Complimentary Webinar: A Guide to Establishing Enterprise Risk Management Programs

  June 30, 2011 2:00pm - 3:00pm

  Identifying risks across the enterprise is crucial to regulatory compliance and sound business management practices. Without a centralized view of the risks within the institution, management can't set and achieve strategic and operational goals. This webinar will help you define your risk appetite, and discuss the importance of having a sound Enterprise Risk Management program in your institution. Additionally, we will share 2 client case studies that illustrate the risk management program design and measuring the cost of risk management.

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• Complimentary Webinar: Overdraft Program Guidance & Deposit Updates

  June 28, 2011 2:00pm - 3:00pm

  The FDIC has issued final guidance imposing new rules on automated overdraft payment programs. This guidance, which takes effect on July 1, 2011, will require banks to make necessary changes to the operation of their automated overdraft programs. In addition, as a result of the Dodd-Frank Act, there are changes impacting the availability of funds and the ability of institutions to pay interest on demand deposit accounts. What are these new rules and changes, and how will they impact your financial institution?

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• Complimentary Webinar: Data Security for Investment Advisors

  June 23, 2011 2:00pm - 3:00pm

  Millions of personal records have been lost or stolen over the last year, some of which were located at financial service firms. Whether its human error or deliberate attacks to data, institutions across the country are trying to stay ahead of the new ways their data is being breached. If you're interested in learning how the data security world has changed over the last year and new types of breaches that are occurring, don't miss this webinar.

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• Complimentary Webinar: Leveling the Playing Field: Emerging Technologies for the Community Bank

  June 14, 2011 2:00pm - 3:00pm

  The use of emerging technologies has changed the financial service competitive landscape. Banks that can lower costs can lure customers with higher-yield products. Additionally, your CEO is asking how to decrease overhead to make your best offer to the market. Opportunities made available by emerging technologies continue to level the playing field for the community bank.

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• FBA Webinar Wednesday: Do Your Lifestyle Strategies Bring You Peace of Mind?

  June 8, 2011 1:00pm - 2:00pm

  Peace of Mind is the alignment of our deepest values and our behaviors. While family businesses carry the load for the recovering US economy, the related burden can influence behaviors causing misalignment. This program, acknowledges the uniquely rewarding and challenging role of family business ownership. Business owners attest to the benefits of Dr. Franson’s insights on their own health, productivity and happiness and that of their families and their employees. You’re guaranteed to benefit from this powerful hour.

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• Complimentary Webinar: ACH: Common Findings and Developing the Risk Assessment

  May 31, 2011 2:00pm - 3:00pm

  The National ACH Association’s (NACHA) rules and guidelines are constantly changing. To ensure compliance and operate effectively, institutions must regularly address risks and implement appropriate controls over ACH activity. If you’re responsible for overseeing ACH operations at your institution, you won’t want to miss this session!

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