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Conferences & Education
On Demand Workshops
About On Demand Workshops
You will be provided with a CD, DVD or download link containing the live workshop recording where the live audio and Power Point are seamlessly merged into a convenient multimedia file. We also provide a copy of the Power Point presentation. Please contact us with any questions or for assistance at (415) 352-2323.
Nonmember, non-bank firms: Purchase is subject to approval of WIB.
Money Back Guarantee
If you are not completely satisfied with a workshop, please contact us within 10 days of purchase and we will provide a full refund of your fees.
Compliance Boot Camp: Beyond the Basics | June 2011
This workshop, designed exclusively for community bankers, shares the latest ways to design, implement and execute an effective compliance risk management program. In today’s ever-changing environment, you can’t afford to waste time with lectures on high-level theory and worn-out information! This hands-on, how-to workshop includes case studies and exercises that show you what to do, then lets you practice doing it.
Price: WIB Member: $295 | Nonmember: $395 | New Bank: $245* | Season Pass Holders: contact WIB for purchase
*New
Bank is defined as banks in organization, groups in formation or WIB bank
members opened seven years or less from the date of this program.
Click here to order online
Compliance Workshop | August 3-4, 2010
There have been more changes in the compliance arena in the last year (with more to come) than possibly over the last four years. This Compliance Workshop helps your staff be familiar with changes in the areas of lending, deposit, and administrative changes and provides tools needed to ease compliance requirements and on issues pertaining to USPAP (Apparaisals) Reg Z and Respa, UDAP (Fair Lending) and Bank Secrecy Act (BSA) and Truth in Savings (Reg DD).
Price: WIB Member: $295 | Nonmember: $395 | New Bank: $245* | Season Pass Holders: contact WIB for purchase
*New
Bank is defined as banks in organization, groups in formation or WIB bank
members opened seven years or less from the date of this program.
Click here to order online
Bank Board Forum | May 18, 2010
Whether you’re seeking techniques for more effective board meetings, current insight to shape strategy or specific tactics to resolve challenges – our Bank Board Forum is your focused professional development source. Learn how to achieve/maintain strong capital positions, interact with the regulators in the new regulatory environment – and other topics designed to give you an edge in today’s changing environment.
Price: WIB Member: $295 | Nonmember: $395 | New Bank: $245* | Season Pass Holders: contact WIB for purchase
*New
Bank is defined as banks in organization, groups in formation or WIB bank
members opened seven years or less from the date of this program.
Click here to order online
Chairman's Forum | May 17, 2010
In challenging times it pays to meet with your peers and industry experts for impactful insights and solutions. You’ll develop a new understanding, best practices and solid solutions that help you address the high-level issues affecting your bank.
Price: WIB Member: $295 | Nonmember: $395 | New Bank: $245* | Season Pass Holders: contact WIB for purchase
*New
Bank is defined as banks in organization, groups in formation or WIB bank
members opened seven years or less from the date of this program.
Click here to order online
Liquidity, Funds & Interest Rate Management Workshop | April 22, 2010 | Approx 5 hours
With increased regulatory scrutiny and emphasis on capital, liquidity and interest rate risk exposure, your bank’s policies must address all of the key factors needed to pass regulatory muster. This convenient workshop recording offers insight on contingency funding plans. Stress tests/cash flow analyses required by your federal regulators, fund management principles (which have seen renewed interest from both boards and regulators), finding “near-core” and “non-core” sources for your actual funding needs and CFP requirements.
Price: WIB Member: $295 | Nonmember: $395 | New Bank: $245* | Season Pass Holders: contact WIB for purchase
*New
Bank is defined as banks in organization, groups in formation or WIB bank
members opened seven years or less from the date of this program.
Click here to order online
Anatomy of a Regulatory Order | March 8, 2010 | Approx 5 hours
Presented by: Konrad Alt, Promontory Financial Group; Jeanine Catalano, Promontory Financial Group; Al Glowasky, Sandler O'Neill; Necia Marlowe, FDIC; Jim Rockett, Bingham McCutchen
Understand the ins and outs of enforcement actions: how to avoid receiving one, what to do when one is inevitable and how to comply with one. With more banks in the West than in any other part of the country receiving regulatory orders, you need to hear from professionals who are working with Western banks in each phase of the enforcement action process. You will learn how to avoid, negotiate and comply with each type of enforcement action including Board Resolution, Memorandum of Understanding, Written Agreement, Consent Order and Cease & Desist Order.
Price: WIB Member: $295 | Nonmember: $395 | New Bank: $245* | Season Pass Holders: contact WIB for purchase
*New Bank is defined as banks in organization, groups in formation or WIB bank members opened seven years or less from the date of this program.
Directors & BSA/AML | October 15, 2009 | Approx 3 hours
Presented by: Richard Smith, Risk Management, LLC
The risk governance associated with the BSA/AML continues to intimidate many individuals and especially board members within the community banking industry today. They struggle to understand what BSA means, how to design a suitable program based on their own size and complexity and what value can be expected in return. In this session you will be provided with practical instruction and best practice examples that will help guide your board in the oversight of your bank’s BSA program. This program meets the annual requirements for BSA training.
Price: WIB Member: $295 | Nonmember: $395 | New Bank: $245* | Season Pass Holders: contact WIB for purchase
*New Bank is defined as banks in organization, groups in formation or WIB bank members opened seven years or less from the date of this program.
The Role of The Modern Bank Director – 10 Essentials of Corporate Governance | August 15, 2008
Our presenter, John Oliver, President with Laurel Management Systems, Inc., discusses the 10 Essentials of Corporate Governance. John goes into detail on key aspects which lead to stronger performance as an independent bank director. (Recorded 2008).
There are three DVDs in this collection which contain four hours of valuable content with topics including:
- Active, effective participation in board business
- Determining appropriate questions
- Thinking strategically and staying out of tactical matters
- Developing policy
- Strategic planning
- Best practices to support management
Format is DVD with audio and slides merged.
A copy of the presentation is also included.
Price: WIB Member: $295 | Nonmember: $395 | New Bank: $245* | Season Pass Holders: contact WIB for purchase
*New Bank is defined as banks in organization, groups in formation or WIB bank members opened seven years or less from the date of this program.