Calendar of Events
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2 events,
Call Report Preparation
Call Report Preparation
This Call Report seminar will update participants on the frequent changes to the Federal Call Report’s instructions and requirements, which are revised almost every quarter. The session also serves as a refresher course on how to prepare the Call Report, covering related accounting principles and regulatory issues. Attendees will get an in-depth look at the […]
0 events,
2 events,
IT/Operations/Information Security Officer Forums
No online registration for this event. Contact Sheena Frech to register. Moderator: Susan Orr These forums will address the needs of information technology officers, operations officers, and information security officers. The program facilitator is Susan Orr, a leading financial expert with vast regulatory, risk management, and security best-practice knowledge. This forum is divided into two […]
2 events,
2024-2025 BSA/AML Forums
2024-2025 BSA/AML Forums
In today’s rapidly evolving financial landscape, the skills and resources needed by Bank Secrecy Act (BSA) Officers and others who support a bank’s BSA, Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT), and Office of Financial Control (OFAC) compliance efforts have become more critical than ever before. As guardians of financial integrity, they play […]
2 events,
2024-2025 Compliance Officer Forums
2024-2025 Compliance Officer Forums
No online registration available for this event. To register, contact Sheena Frech.As the compliance officer for your bank, you need to stay up-to-date on all compliance issues affecting financial institutions. Your job requires many skills, much experience, and a lot of research and hard work—and no one knows that better than other people in your […]
2 events,
Risk Management Forums
Risk Management Forums
Moderator: Andy Davies, The Marathon Organization This forum enables those with risk management responsibilities to participate in a group setting to identify and discuss timely topics that apply to the many components of an effective risk management process within their banks as well as the structure and process by which the oversight of risk is […]
3 events,
2024-2025 Human Resources Forums
2024-2025 Human Resources Forums
No online registration for this event. Contact Sheena Frech to register. This program provides an opportunity to individuals responsible for human resources issues in their institutions to discuss concerns and explore solutions to problems they face on a daily basis. Facilitated by Littler Mendelson, PC, the world’s largest law firm devoted exclusively to representing management […]
Retail Management Continuing Education Seminar
Retail Management Continuing Education Seminar
Drexler Consulting, LLC is excited to present our newest program, Retail Management Continuing Education Seminar. This one-day seminar provides annual, ongoing continuing education for bankers in Retail Banking Management roles. Not only will participants receive more in-depth training each year on topics introduced in the Retail Banking Leadership Series, but they will also receive training […]
2 events,
Retail Banking Leadership Series
Retail Banking Leadership Series
The Branch Leadership Series focuses on the critical success elements of managing and leading a performance focused sales and service team. Comprised of four sessions scheduled throughout the year, each workshop is packaged full of checklists, job aids, case studies, examples, and “real world” situations. The series provides a branch manager and the branch management […]
1 event,
Retail Banking Officer Forums
Retail Banking Officer Forums
Moderator: Christie Drexler, Performance Solutions, Inc. These forums will bring together retail banking officers in a peer-to-peer, small group setting to exchange ideas freely. Attendees will examine pressing issues in today’s ever-evolving regulatory and results-driven environment, solving common challenges, while growing both professionally and personally. Continuing Education Credit Attendees qualify for 5.5 hours of Continuing […]
