|
CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Program
Content:
Are you
creating your first ERM Program for your bank? Do you want to ensure your
current program is complete yet keep it simple? If yes to either question,
this webinar is for you! Risk Management is at the heart of banking and
every bank has to have processes, policies, and procedures in place in
order to assess and manage the risks on their balance sheet. Marci shares
the fundamental pieces of the ERM puzzle, how they relate to each other,
and how to integrate your ERM program into the bank’s Strategic Plan.
Having built an ERM program for a community bank from scratch, Marci
describes the various components of a strong ERM program. In this
educational session, you will learn how to put your program together using
all the parts you already have in your bank. Marci shares how you can make
the process fun and how your team will become closer as they work together
with the common goal of protecting the bank’s assets while fulfilling your
bank’s vision.
Covered
Topics:
- ERM general background and key definitions
- How implementing an ERM Program can help Financial
Institutions survive and thrive
- Identifying the specific building blocks/components
of a simple yet complete ERM Program
- The three key ongoing Phases of ERM:
- Identifying and Assessing Risk
- Mitigating and Eliminating Risk
- Monitoring and Reporting Risk
- Creating an ERM Committee Charter and choosing the
right ERM Committee members
- Integrating the ERM Program into your Strategic
Plan
- Top Risk Categories and Definitions – including
Model Risk Management
- ERM Risk Assessment Matrix – Definitions and
example
- Creating the Risk Management Appetite and Tolerance
Statement – Description of Process
- Implementing your ERM Program and benefits
- ERM Program Flowchart
Who
Should Attend?:
Chief
Risk Officers, Risk Managers/Leaders, Chief Credit Officers, Chief
Financial Officers, Compliance Officers, Internal Auditors, Board Directors
who want to learn more about ERM, Bank Presidents involved in the risk
management process and their ERM program. Please forward email to appropriate person(s).
“Extremely
helpful in taking all the pieces and breaking them down to simple action
items.” — Tiffany Perry, SVP, The Lincoln National Bank of Hodgenville
Instructor:
Marci
Malzahn is the president
and founder of Malzahn Strategic, a community bank consultancy focused on
strategic planning, enterprise risk management, and talent management.
Marci has 23 years of banking experience, the last ten as the EVP/CFO/COO
of a community bank she helped start where she oversaw all the bank
operations areas, including finance, IT, compliance, internal audit,
deposit/loan operations, office management, risk management, and HR. In her
last year as EVP/COO/CRO, Marci created and focused on the bank’s risk
management program. She was also the corporate secretary of both the
holding company and the bank. Before starting the bank in 2005, Marci took
a detour from banking for five years and worked for a $34 million revenue
non-profit organization where she led IT, HR and Finance. Marci’s extensive
experience in banking infrastructure and her passion to help other banks
succeed led her to found Malzahn Strategic in 2014. Marci is the recipient
of a number of professional awards, is a published author of three books,
and an international bilingual public speaker, speaking frequently at
banking conferences and associations. Marci holds a B.A. in business
management from Bethel University and is a graduate of the Graduate School
of Banking in Madison, Wisconsin.
What
Is A Webinar?:
A
webinar combines the clarity of an audio teleconference with the
interactivity and visual presentation of the internet. All you need to
participate is a telephone and an internet connection. Even if you don't
have an internet connection, you can still participate in the audio
session. Listening to the program over the telephone and following the
written materials is an effective alternative!
Unable
To Attend?:
No
problem. You can purchase a recording of the webinar for future use. You
can choose from either an On-Demand Web Link (Good for 6 months from the
webinar date, unlimited use) or a CD-ROM (includes a paper copy of the
PowerPoint slides).
Viewing
Options (all options include applicable handouts):
All
options include applicable handouts. You can choose to pay by credit card
or be billed. Additional Live Webinar connections are $75 each.
Option 1: Live
Webinar and 7 Days OnDemand Video Playback - $265
Option 2:
OnDemand Video (six months access) - $295
Option 3: Live
and 6 Months of OnDemand Video - $365
Option 4: CD-ROM
Video (Includes OnDemand Video) - $345
Option 5: Entire
Package (all of the above) - $395
Powered by Total Training Solutions!
|