Conferences & Education

On Demand Conference Sessions

About On Demand Conference Sessions

All sessions are 50-60 minutes in length unless otherwise noted.  You will be provided with a download link for the live recording and PowerPoint session. Please contact us with any questions or for assistance at (415) 352-2323.

 Playback File Costs Per Session File
Mix & Match any session recordings   Member or Conference Registrant   Nonmember  
Any 1 session recording  $100 $140
Any 3 session recordings $200 $280
Any 5 session recordings $300 $360
6 or more session recordings $55 each $70 each

Nonmember, non-bank firms: Purchase is subject to approval of WIB.

Money Back Guarantee

If you are not completely satisfied with a recording, please contact us within 10 days of purchase and we will provide a full refund of your fees.

2011 Annual Conference for Bank Presidents, Senior Officers & Directors  |  February 26-March 2, 2011

Click here to order the session recordings bundle online.

Click here to print a session bundle order form.

The On Demand Session Bundle includes all 13 available session recordings from the 2011 Annual Conference for Bank Presidents, Senior Officers & Directors. Click here to view the session titles, descriptions and speakers in the bundle.

2010 Education Summit  |  November 11-15, 2010

Click here to order any of the following session recordings.

Technology/Security Track  |  Click here to view speaker and session descriptions.

General Sessions (Combined)
- Strategy for Major Technology Shifts and Top Security Threats Facing Community Banks

Learning Sessions 
- Protecting Customers from Internet Hijackings
- Information Security Risk Assessments – Lessons Learned
- Cyber Resiliency for Financial Institutions
- The New Role of the CTO/CIO
- Technological & Social Solutions to Security Issues

Finance (CFO)/Risk Management Track  |  Click here to view speaker and session descriptions.

Learning Sessions
- Asset Liability Management – It’s Time to Get Serious!
- Coping with the Widening Range of Risk
- What Does Migration Analysis Mean?
- The Liquidity Ballgame - Adapting Your Game Plan
- Loan Grading – A Battle-tested Framework
- Components of a strong BSA/AML Program – Addressing What Regulators Expect without “Breaking the Bank”
- Hot Accounting & Fair Value Issues Impacting Community Banks
- New Models for Successful Banking

Operations Track  |  Click here to view speaker and session descriptions.

General Sessions
- Crystal Ball for Community Banks – The “Megatrends” For the Next Decade
- Meeting Regulatory Requirements & Legislative Demands
- Kill the Know-Do Gap and Become a Better Leader

Learning Sessions
- Outsourcing & Vendor Management: Understanding Risk & Implementing Best Practices
- Fraud Prevention Strategies for Online Financial Institutions
- How Regulatory Orders and Actions Impact Operations
- Implementing an Operational Risk Management Program
- Troubled Debt Restructures
- Conducting an Operational Review
- The Dodd-Frank Act:  How New Governance, Risk and Compliance Regulations Will Shape Community Banks in 2011 and Beyond

HR & Training/Regulatory Compliance Track  |  Click here to view speaker and session descriptions.

General Sessions 
- Crystal Ball for Community Banks – The “Megatrends” For the Next Decade
- Meeting Regulatory Requirements & Legislative Demands
- Kill the Know-Do Gap and Become a Better Leader

Learning Sessions 
- Cool, Calm and Compliant?
- Enforcement Actions Trends: Before, During and After - A Study of Actions Issued from 2008 through Q2 of 2010
- How to Step Clearly Through the Field of New Compliance Regulations
- Top Performers: Hire and Retain the Best
- Managements’ Responsibilities for Director Compliance
- Beer Budget Training Plans That Deliver Champagne Results!

2010 Annual Directors Conference  |  October 7-9, 2010

Click here to print order form

Surviving an Enforcement Action – What You Need to Do to Get Out of One | Purchase Playback File

Larry Cabaldon, CEO, Boardroom Performance Group
Mike Patriarca, Managing Director, Promontory Financial Group, LLC
A. Vincent Siciliano, President & CEO, New Resource Bank

Our speakers present their experiences in dealing with the regulators during an enforcement action; best practices they developed to satisfy the regulators’ requirements; constructing and executing the enforcement action plan; and most importantly – how to get the order lifted.

Developing a Risk Appropriate Compensation Program | Purchase Playback File

Susan O’Donnell, Managing Director, Pearl Meyer & Partners
Charles Thayer, Chairman, American Association of Bank Directors

This session offers practical solutions and checklists along with best practices in the industry. Our industry experts address who needs to be involved and accountable; how to conduct the review and determine what plan features will mitigate or increase risk-taking. You will leave with a better understanding of emerging best practices.

To Ask the Right Questions – You Can’t Be Afraid of the Answers | Purchase Playback File

Howard Gould, Vice Chairman, Carpenter & Company
Jim Kiss, Supervisory Examiner, FDIC
Gary J. Young, CEO & Senior Consultant, Young & Associates, Inc.

One of the attributes of great leaders is that they’re not afraid to ask the tough questions. Our speakers will address the questions they feel directors need to ask themselves and management. In addition, this session will discuss the types of documentation regulators expect to see to accurately reflect and document discussions had and actions taken as a result of these conversations.

Preparing for Transitions: Will the Bank Be Ready? | Purchase Playback File

Timothy R. Chrisman, President & CEO, Chrisman & Company, Inc. and Chairman, Federal Home Loan Bank of San Francisco
Wally Young, Senior Manager, Risk Coordination, Risk, Monitoring & Analysis Group, Federal Reserve Bank of San Francisco

Is your executive team ready for the future? Are the right people on the team? Our speakers address key issues to consider when answering these questions. In addition, they discuss what boards should expect in the new environment and marketplace as it relates to staffing and recruiting executive team members.

Call Reports – How They Can Prepare You for Your Next Exam | Purchase Playback File

C. Wendell Daniel, Banking Practice Leader, Squar, Milner, Peterson, Miranda & Williamson, LLP

As a board member, do you have your bank’s CFO present the call report to you each quarter so you can ask questions? If not, you are missing a huge opportunity to find out what is going on in your bank. The call report is a wonderful tool you can use when making decisions. Our speaker walks through a sample call report and highlights the information all board members should be looking at on a regular basis and how you can use this to ask the right questions.