Enterprise Risk Management (ERM) is undergoing a significant transformation as institutions integrate artificial intelligence, automation, and human expertise. At the core of an effective ERM program is data—used to identify and assess risk, support informed decision-making, and improve business outcomes. However, the sheer volume of data and reliance on manual analysis can slow program development and, in some cases, lead to missed risk indicators. This webinar will explore how banks can modernize their ERM approach by leveraging advanced tools and strategies to enhance data analysis, strengthen risk visibility, and improve overall program effectiveness. Learning Objectives: Analyze the role of AI in transforming ERM programs. Identify which risk indicators benefit most from the use of AI tools. Evaluate the importance of human expertise and ethical decision-making when integrating AI. Duration: 60-minutes Presented live and recorded on 08/13/26.

Take your CRA expertise to the next level with this comprehensive, six-module seminar designed for professionals ready to build and maintain a best-in-class CRA strategy.  You’ll dive into every critical component of CRA compliance—from understanding the “who, what, and why” of CRA to mastering assessment areas, capturing and reporting community development activities, conducting a peer analysis, performing self-assessments, developing performance context, and preparing for the exam.  Through interactive discussions, case studies and practical tools, you’ll gain the knowledge and confidence to design a robust CRA program that meets regulatory expectations and drives meaningful community impact.

In today's banking environment, simply presenting products and services isn't enough. You must guide the conversation, build trust, and confidently ask for the business. This session walks you through the entire sales process, focusing on how to create strong customer experience, navigate objections, and close the deal effectively. You will build essential communication and negotiation skills, learn proven telephone techniques, and explore a practical marketing model you can use right away. You'll also dive into the human side of sales, understanding how empathy, ego, and individual needs shape buying decisions, and how to adapt to different personalities, backgrounds, and behavioral styles. Learning Objectives: Lead sales conversations from first contact to confidently closing the deal Utilize core communication and negotiation skills, including calls and handling objections Improve customer experience by responding to individual needs and behaviors Overcome sales roadblocks and apply real-world examples Understand the human side of selling: empathy, ego, and needs Duration: 90-minutes Presented and recorded on 08/19/26.

Developing strong risk assessments for all key areas of a financial institution is crucial. Strategic-minded institutions aim to manage risk at an enterprise-wide level, striving for “optimal risk-taking,” where they incur just enough of the right kind of risk to effectively pursue their strategic goals.  This webinar will guide you through the characteristics of strong risk assessments, helping you develop an enterprise-wide process that is practical, sustainable, and easy to understand. You will gain practical tools and examples to implement immediately, strengthening your existing risk assessments and creating new ones as needed. The webinar covers an overall view of Enterprise Risk Management (ERM) and its key components, the three key phases of ERM, and how risk assessments fit in. It will delve into the risk assessment process, the characteristics of strong risk assessments, and the relationship between the Risk Assessment System (RAS) and CAMELS rating.  You will learn about the top eight risks, how to conduct an ERM risk assessment using a matrix, and the various types of risk assessments based on the area of risk. Additionally, the webinar will provide examples of ongoing monitoring and reporting tools, helping you understand the goals and characteristics of risk assessments based on industry best practices. Topics Covered: Comprehensive Overview of Enterprise Risk Management (ERM) and Its Essential Elements Unveiling the Three Key Phases of ERM and the Role of Risk Assessments Enhancing Your Risk Assessments: A Step-by-Step Process Defining the Purpose of Risk Assessments for Strategic Success Key Traits of Effective Risk Assessments Understanding the Risk Assessment System (RAS) and Its Link to CAMELS Rating Identifying the Top Eight Risks and Other Critical Risk Categories Mastering ERM Risk Assessments with a Matrix: The Foundational Risk Assessment Exploring Various Types of Risk Assessments Tailored to Specific Risk Areas Showcasing Examples of Continuous Monitoring and Reporting Tools Key Learning Objectives: Gain a high-level overview of ERM and its three dynamic phases. Understand the risk assessment process to strengthen existing risk assessments. Identify and assess risks across your entire institution. Discover the key traits and goals of industry-leading risk assessments. Craft appropriate risk assessment criteria for your organization. Embrace the Power of Annual Risk Assessments Recommended for Continuous Improvement Study real-world examples through monitoring and reporting tools. Duration: 90-minutes Presented live and recorded on 08/20/26.