Conferences & Education
Directors & Hot Topic Webinars
Affordable Training | No Travel Costs or Time | From the Convenience of Your Bank
NEW PRICING! Your registration fee is good for up to three participant log-ins from your bank or firm.
WIB educational webinars address timely issues facing independent bank professionals. From the convenience of your desk, these 60-minute webinars provide you with a cost-effective way to stay abreast of industry information and trends effecting community banks, as well as provide the bank with a low-cost option to effectively train and educate their directors.
Should you have any questions or would like more information, contact info@wib.org or by phone at (415) 352-2323.
Upcoming Webinars
- February 7: Fair Lending and Compliance Hot Buttons
- February 23: Alternative Revenue Strategies for Non-interest Income
- March 8: Expanding Your Credit Toolbox - SBA Lending Basics
February 7: Fair Lending and Compliance Hot Buttons - Complimentary Webinar
Complimentary registration to this educational session
is made possible through the generous sponsorship of:
START TIME: 10:00 am Pacific
Click here to
register (no fee)
There has been a dramatic shift in consumer compliance examinations from a supervisory to an enforcement approach. We will discuss such developments, how to best protect the bank from civil money penalties, restitution orders and other sanctions, as well as tips for adjusting to this new reality and strategies in the event the bank suspects the examination is going the wrong way.
The speakers include Peter Weinstock, bank regulatory counsel with Hunton & Williams; John Delionado, a former Department of Justice attorney now with Hunton & Williams; and Jessica Pollner, Ph.D. and Eduardas Valaitis, Ph.D., PriceWaterhouseCooper’s experts on regression analysis.
Who Should Attend
Compliance Officer, Risk Officer, COO, CFO, CEO
About the speakers
Peter Weinstock, Partner, Hunton & Williams LLP
Peter's practice focuses on corporate and regulatory representation of a
wide range of financial institution franchises. During the past several years,
Peter has devoted substantial time to regulatory, law enforcement and internal
investigations of financial institutions.
John J. Delionado, Partner, Hunton & Williams LLP
John’s
practice focuses on internal investigations and cyber security matters,
financial institution defense and complex commercial litigation. He regularly
represents financial institutions in complex regulatory enforcement matters and
putative class actions.
Jessica Pollner, Ph.D., Principal,
PricewaterhouseCoopers LLP
Jessica
Pollner, Ph.D. is a principal in the Washington D.C. National Economics and
Statistics practice of PricewaterhouseCoopers LLP.
Dr. Pollner has been involved in a number of engagements regarding fair
lending and fair pricing practices for financial institutions.
In the course of these engagements, Dr. Pollner has analyzed credit
scoring models, and has investigated the use of the credit score as a predictor
of loan disposition, delinquency, and creditworthiness.
Also, she has developed multivariate and logistic regression models for
pricing and lending decisions, and has prepared reports and analyses to be used
in governmental regulatory and compliance reviews.
Eddie Valaitis, Ph.D., PricewaterhouseCoopers LLP
Dr.
Valaitis joined PwC's National Economics and Statistics practice in 2008. Dr.
Valaitis has worked on a number of fair lending and fair pricing engagements in
which he has replicated, challenged, and offered alternatives to the pricing
models posited by the regulatory agencies. Since
every bank client has idiosyncratic pricing policies and culture, Dr. Valaitis
strives to capture all of the relevant factors in the pricing models he proposes
during fair lending and pricing reviews. He has successfully helped his clients
by effectively presenting his findings in both written reports and oral
presentations to the regulatory agencies.
February 23: Alternative Revenue Strategies for Non-interest Income
Presented by: Paul Reymann, Chief Risk Officer, HEIT and Myers Dupuy, President, cbanc Network
START TIME: 10:00 am Pacific (60
minutes)
Click here to
register
In today’s economically stressed market, community banks are looking for alternative sources of supplemental revenue. Ideas ranging from product bundling to fees for previously free services are all up for consideration. However, before any decision is made, it is imperative to know which accounts, customers, products and services, branches, business lines and officers generate the best return on equity.
HEIT, a CSI company, and cbanc Network recently compiled a study based on survey results that identify what new revenue streams community banks are considering and potential areas of opportunity. Webinar attendees will receive a complimentary copy of the Executive Study “Innovative Revenue Strategies for Community Financial Institutions” and learn more about:
- What other banks are doing or considering to maintain and grow revenue.
- How peer banks are addressing challenges and changes.
- Innovative strategies to help decrease cost, improve revenue and increase customer loyalty.
Who Should Attend
CEO, CFO, President, Senior Officers, Directors
About the speakers
Paul Reymann, Chief Risk Officer, HEIT
Paul Reymann is one of the nation’s leading financial institutions regulatory experts and co-author of Section 501 of the Gramm-Leach-Bliley Act Data Protection regulation. He has more than 18 years of experience in the financial services industry, including 13 years with the Department of Treasury’s Office of Thrift Supervision (OTS) in Washington D.C. There he guided the regulatory agency’s Technology Risk management activities and authored several key regulatory directives and advisories on emerging risk management issues, including the industry's first regulatory directive on “Transactional Internet Banking.”
Myers Dupuy, President, cBanc Network
Myers Dupuy is president of the cbanc
Network. The WIB Collaborative Network by cbank is a free, secure online network
where bankers barter to share peer-authored, board-approved content to solve
their problems. Member and nonmember bankers can go to http://www.wib.org/cbanc/ for
more information on joining at no cost.
March 8: Expanding Your Credit Toolbox - SBA Lending Basics
Presented by: Brian Carlson, President & CEO, SBA Complete
START TIME: 10:00 am Pacific
(60 minutes)
Click here to
register
Learn how SBA lending is an excellent way to generate fee income and manage risk in addition to improving the bank's capital, increasing liquidity and enhancing investment yield. You'll learn about income, liquidity and the capital benefits of participating in the SBA program and how you can quickly implement a lucrative program within your bank.
Many banks are implementing SBA lending programs and utilizing SBA outsource providers to quickly establish an SBA lending department. Outsourcing the SBA department enables a bank to offer these services with reduced costs, elimination of the related overhead all of which improves their efficiency ratios.
Who Should Attend
CEO, CFO, CCO, President, Senior Officers, Directors, Chairman
|
Brian Carlson, founder, president & CEO of SBA Complete, Inc. has a banking career that spans 28 years. He started his career as a commercial loan officer in 1983 and quickly moved up the banking ranks due to his focus on building relationships and achieving superior results. Prior to being the founder, president & CEO of Excel National Bank, which opened in 2005, Carlson spent 16 years managing and building nationwide SBA lending departments for Bank of the West, Imperial Bank and Temecula Valley Bank. During this time he was able to build all three institutions into top national SBA lending operations. Carlson has twice been named as one of the most influential people in SBA lending by Coleman publishing.
Registration Fees - Up to THREE participant log-ins from the same bank or firm at one low price
All registrants receive a toll-free number and web link to access the webinar. All webinars include an interactive question and answer period with the presenters and will receive a copy of the presentation, and any other presentation materials, upon the completion of the webinar.
As an added benefit, all past webinars are available for purchase. The playback is a media file that contains the live recorded presentation with audio. Use the playback to present to other members of your staff or use for internal training purposes. It is also perfect for those interested in the topic but unable to attend.
Webinars are available for registration via our online system and must be paid for by credit card.
| Webinar (Includes recorded playback file for all registrants) | |
| WIB Member (Bank and Associate) - Up to 3 log-ins from the same bank or firm | $200 |
| Nonmember Bank - Up to 3 log-ins from the same bank | $275 |
| De Novo Bank Member* - Up to 3 log-ins from the same bank | $150 |
| Additional Attendee Log-ins (WIB Member & De Novo Bank Member) | $50 |
| Additional Attendees Log-ins (Nonmember Bank) | $75 |
| Cancellation Fee | $50 |
*De Novo 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.
Cancellation Policy:
We regret that cancellations received 3 days or less from the webinar date will not receive a refund.
Money Back Guarantee
If you are not completely satisfied with a webinar, please contact us within 10 days following the webinar and we will provide a full refund of your registration fees.
Have registration questions? Click here to find out how to register for a WIB event/webinar.