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.

• (RESCHEDULED) Complimentary Webinar: Understanding New Guidance on Troubled Debt Restructures

  May 18, 2011 2:00pm - 3:00pm

  Given the current economic conditions, a large number of loans are being restructured. A major issue is how to determine whether the modification is a troubled debt restructure (“TDR”). The Financial Accounting Standards Board recently issued guidance in ASU 2011-02 to clarify how to determine whether a restructuring is a TDR. If your institution is restructuring loans, you will not want to miss this presentation.

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• WolfPAC® Customer Information Risk Assessment

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

  Protecting the privacy of customers' personal financial information is of growing concern to financial institutions. Many institutions have struggled with the restrictions of the Gramm-Leach-Bliley Act (GLBA). Please join us for an overview and best practices of GLBA, as well as, how the WolfPAC® Customer Information Risk Assessment will assist your institution to be in compliance with GLBA.
  

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• A Practical Approach to Enterprise Risk Management (ERM)

  May 11, 2011 2:00pm - 3:15pm

  ERM was once considered necessary for only “large” institutions, however since the financial crisis of 2008-2009 ERM became a strategic attribute, expected to be used by financial institutions of all sizes. ERM is no longer a function pressed onto only multi-billion dollar institutions by the regulators.
  
  Unfortunately, community institutions do not have the resources to duplicate the comprehensive ERM programs of our largest institutions, so the question becomes—what is realistic and affordable for the smaller and mid-sized institution?
  
  Join us for our webinar, A Practical Approach to ERM on May 11, and you will learn the basic elements of ERM including how to integrate your current risk management activities into an effective ERM program. We’ll discuss how to limit the creation of new, expensive, complex systems and procedures.
  
  You’ll see that ERM is an affordable process available to even the smallest institution. An ERM program can be implemented by management and the Board, and used to evaluate uncertainties and also manage the risks of operating losses, and can help you take advantage of opportunities to build the institution’s value.

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• FBA Webinar Wednesday: Employee Benefits - Healthcare & Retirement Plans

  May 4, 2011 2:00pm - 3:00pm

  During the past year, employers have had one eye fixed on the economy and the other on health care reform. The uncertainty about how several key aspects of the law will be implemented has made the future of benefits uncertain for employers and employees alike across all industries and company sizes. Reform could fundamentally alter how benefits function as a competitive differentiator for employee attraction and retention.
  

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• Complimentary Webinar: Internet Banking with Focus on Trojans & Botnets

  April 26, 2011 2:00pm - 3:00pm

  Internet banking introduces big business risks and exposes institutions to a new range of threats. If these risks and threats are not properly managed and mitigated, they can lead to large financial loss, customer information loss, and fraud. Attend this webinar to receive an overview of potential risks and threats that exist in internet banking, as well as best practices to protect your institution from loss and fraud. If your organization is currently online or in the planning process, you will not want to miss this presentation.

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• FBA Webinar Wednesday: Social Media: Is Facebook Right for Your Business?

  April 6, 2011 2:00pm - 3:00pm

  With nearly 90% of the US adult population aware of Facebook, it stands to reason that most businesses are looking at ways they can utilize a variety of popular social media channels to reach out to customers and prospects. But does that mean it's right for your business?

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• FBA Webinar Wednesday: Non-Qualified Plans

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

  As announced in the Q1 2011 Massachusetts Family Business Magazine, the FBA is pleased to present this month's FBA Webinar Wednesday on the subject of nonqualified plans. Jeffrey Hart, Esq. of Tarlow Breed Hart & Rodgers, P.C. and Bennett White of The Kelliher Group of Morgan Stanley Smith Barney will eliminate the ambiguities about nonqualified plans so that you assess whether such a plan is right for your business. In understandable terms, they will define and describe compensation arrangements, such as deferred compensation, deferred bonus or supplemental retirement benefits, that can provide your family business valuable options for compensating and incentivizing your most valuable business asset - your people.

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• Complimentary Webinar: SAFE Act: Overview and Compliance

  March 22, 2011 2:00pm - 3:00pm

  The July registration deadline for the SAFE Act is fast approaching! Learn about the SAFE Act and what your institution needs to do to be compliant. An overview of the SAFE Act, including an explanation of what you specifically need to implement in order to be to be fully compliant will be discussed.

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• What's New in WolfPAC® 2.9?

  March 17, 2011 2:00pm - 3:00pm

  On Friday night, March 25th, the WolfPAC® system will be upgraded to Version 2.9. Learn about the new features and benefits of WolfPAC® 2.9 including the new IT Selection Assessment, Vender Merges to be performed, new questions in the Operations and Enterprise risk assessments, and new and enhanced reports, including new formats in the Complete Reports. Receive an overview of these new features and more and their benefits to your organization.

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• Complimentary Webinar: SSAE No. 16: Preparing Your Organization for the New SAS No. 70

  March 16, 2011 2:00pm - 3:00pm

  Effective June 15, 2011 the new SSAE No. 16 will replace SAS No. 70. At this webinar, you will learn how an SSAE No. 16 may benefit your organization, and how changes within the new SSAE No. 16 may impact your organization. This program is specifically geared towards Investment Advisors or Trust Companies that either currently have a SAS No. 70 performed or may need a SSAE No. 16 performed in the future at their organization.

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