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Vendor Management Program – How Model Risk Fits In
As financial institutions increasingly rely on third-party providers, the associated risks also grow. This educational session will guide you in developing an effective Vendor Management Program...
IRA Legal Issues
Financial professionals working with Individual Retirement Accounts (IRAs) often find themselves in a tricky position — while they aren't authorized to offer tax advice, they may still be called...
Credit Analysis Basics
Banks face increasing pressure to make sound lending decisions while adhering to evolving regulations. This makes it essential for professionals to understand the key factors — such as the 5 Cs of...
Eight Habits of Successful Bank Managers
Many leaders struggle to develop and apply essential management skills, hindering their ability to drive business success. This session offers a checklist of important management tips to improve...