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 firstname.lastname@example.org.
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?View Details
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.View Details
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?View Details
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.View Details
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.View Details
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.View Details
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!View Details
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.View Details
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.View Details
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.View Details
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.