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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...
AI/ML in Banking: The Rise of the Machines
We have all heard of the terms “artificial intelligence” (AI) and “machine learning” (ML) in both the banking industry and in other aspects of our daily lives. Will AI make our lives easier? Is it...
Estate Planning with Bank Stock
The transfer of bank or bank holding company stock as part of a shareholder's estate planning process can involve several potential regulatory, corporate, and tax issues. Banks and bank holding...
Navigating Today's M&A Environment
Over the past 18 months, the community bank mergers and acquisitions environment has faced significant changes. This has led many community bankers to question the current state of the market and...
Family-Owned and Closely-Held Bank Strategies
Many of the community banks in the United States can be considered family or closely held institutions. These institutions have a unique set of challenges and opportunities. This presentation will...
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...
Possible or Probable? How to Assess the Risk
The ACH Operating Rules require all participating DFIs, Third-Party Senders and Nested Third-Party Senders to conduct an assessment of the risks of their ACH activities. But “how,” is not...
The Future of Card Payments
In today's fast-paced digital world, consumers and businesses alike are grappling with the need for faster, safer, and more convenient payment solutions. As traditional payment methods face growing...