Conferences & Education

WIB Webinars

Affordable Training  |  No Travel Costs or Time  |  From the Convenience of Your Bank

Join WIB for quarterly webinars on each of the following topics (costs to attend at bottom of page):

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

• June 19: Four Best Practices to Attract and Retain Affluent Customers
• June 25: Comprehensive Income and Other Upcoming Reporting Changes - New Accounting Standards & Reporting Matters
• July 16: Vendor Risk, Security & Privacy Issues
• July 23: Directors Knowledge Test: Building a Better Bank and Board - Directors Series Part 2
• July 24: Blueprint for Disaster Recovery in the Cloud
• September 10: Directors Knowledge Test: The Big Decision – Buy, Sell or Hold? - Directors Series Part 3

June 19: Four Best Practices to Attract and Retain Affluent Customers

Presented by: JP Nicols, CEO, Clientific and Steve Ramirez, CEO, Beyond the Arc

START TIME: 10:00 am Pacific (60 minutes)
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What’s different about today’s affluent customers? Join us to learn why affluent customers are more important than ever, and why traditional methods of targeting this customer base are no longer effective. Affluent customers have higher average balances, lower credit costs, more fee-based services and efficient use of capital. In this session, you will gain best practices for attracting and retaining high net worth clients. Join in the conversation as we discuss how to:

• Identify new segments of profitable customers
• Learn specifically what they want from your bank
• Develop an experience to meet their needs and expectations
• Win these customers and grow their relationships over time

Who should attend
CEO/President, CFO, Relationship Managers, Business Development Officers, Sales and Marketing, COO, CIO

About the speakers
JP Nicols, CEO, Clientific
JP Nicols, CFP® is the CEO of the strategy and innovation firm Clientific, and a partner at Bank Solutions Group. He is a consultant and advisor to financial firms and financial technology companies that serve affluent and high net worth clients. He has served in various leadership positions at financial institutions, including as the first chief private banking officer for U.S. Bank. He has held the Certified Financial Planner™ designation since 1996. He explores the intersection of leadership, advice and innovation for the future of wealth management on his Affluent Strategies blog.

Steve Ramirez, CEO, Beyond the Arc
Steve Ramirez is CEO of Beyond the Arc. His expertise focuses on effective management and communication strategies for mergers, acquisitions, joint ventures and other corporate strategy initiatives. His merger work has spanned areas such as integration program management, acceleration of revenue post-merger, ERP and finance, customer and press communications, employee engagement, cultural integration and executive coaching. He is co-founder of the San Francisco/Silicon Valley Integration Gurus, a professional association of the merger integration executives from leading Bay Area companies including Cisco, Google and Microsoft.

June 25: Comprehensive Income and Other Upcoming Reporting Changes - New Accounting Standards & Reporting Matters

Presented by: Peter Wiese, CPA, Partner, Crowe Horwath LLP

START TIME: 10:00 am Pacific (60 minutes)
Click here to register

In this quarterly installment of our New Accounting Standards & Reporting Matters webinar series, we focus on a current change to reporting comprehensive income and the likely effective dates when new proposed standards will be implemented. Attendees will gain important updates to help your finance team get ahead of the learning curve with adequate lead time to prepare for coming changes. In addition, we’ll discuss risk management topics which have become, and will likely continue to be, a significant focal point for regulatory examinations. 

• Reporting of Amounts Reclassified Out of Accumulated Other Comprehensive Income
• Update on Expected Credit Loss Standards
• Proposed Financial Accounting and Reporting for Private Companies
• Proposed Accounting Standards Update on Reporting and Measurement of Financial Assets and Liabilities
• Risk Management (Part 1 of 3) – Modeling for Success

Whether you are a public or non-public financial institution, this quarterly webinar series provides you with current updates and practical application tips to successfully lead your accounting and risk teams. 

Who should attend
CEO/President, CFO, Finance/Accounting/Controllers/Treasurers, Senior Officers, Directors

About the speaker
Peter Wiese, CPA, Partner, Crowe Horwath LLP
Peter Wiese is considered a financial services industry expert and performs attestation and advisory services for public companies to include; SEC regulatory and registration filings, consultations on accounting and reporting matters, and implementation and audit of internal controls over financial reporting in accordance with Section 404 of the Sarbanes-Oxley Act. He provides audit and assurance services for financial institutions ranging in size from de novo to $5 billion in assets. Services include performing audits and applying GAAP to a variety of matters including mergers and acquisitions, fair value measurement, share-based compensation programs, impairment and other technical issues. He routinely provides director and CFO education, through meetings and regional conferences in affiliation with WIB.

July 16: Vendor Risk, Security & Privacy Issues

Presented by: Ruth L. Razook, CEO, RLR Management Consulting, Inc.

START TIME: 10:00 am Pacific (60 minutes)
Click here to register

We all use and will continue to use third-party vendors. We share critical information with consultants, cloud providers, third-party transaction processors and others. When data moves out of the bank’s infrastructure into that of a third-party provider, a certain degree of control is relinquished. Community banks must remain vigilant and engaged in assessing risks to their data, even though it resides at a vendor location. At this webinar we will discuss:

• How can your bank protect your information assets while entrusting them to third parties?
• How can you ensure compliance with a changing landscape of security and privacy regulations?
• How can you carefully vet vendors prior to selection, then actively monitor their security and privacy control environments throughout the life of the contract?

We will provide a list of key questions about data security and privacy considerations that will be helpful throughout the due diligence process.

Who should attend
COO, CIO, IT/Tech, Contract Managers, Risk Officers, Compliance Officer, CEO/President

About the speaker
Ruth L. Razook, CEO, RLR Management Consulting, Inc.
Ruth Razook is CEO of RLR Management Consulting, Inc. (RLR). Founded in 1988, RLR is a nationwide consulting firm focused on providing high quality consulting assistance to financial institutions in the areas of corporate strategy, organizational analysis, operations and project management, information technology and payments. RLR has served hundreds of clients nationwide, from de novo banks to multi-billion dollar financial services companies; from community banks to mid-sized regional banks and credit unions. In addition, RLR provides consulting services to third-party service providers.

Directors Knowledge Test Webinar Series: Self-Testing Your Way Through Today’s Key Directors Issues

• July 23: Directors Knowledge Test: Building a Better Bank and Board 
• September 10: Directors Knowledge Test: The Big Decision – Buy, Sell or Hold?
• On Demand: Directors Knowledge Test: The True Role of Board Members 

Presented by representatives of Gerrish McCreary Smith Consultants and Attorneys: Philip K. Smith, President; Jeffrey C. Gerrish, Chairman of the Board; Cliston V. “Doc” Bodine, III, Managing Director

START TIME FOR EACH: 10:00 am Pacific (60 minutes)
Click here to register

For community bank boards today, the increased regulatory spotlight and evolving duties and responsibilities have turned up the stakes for directors. Board members must maintain the required knowledge to effectively play the critical role of a community bank director. 

In this webinar series, community bank directors and chairmen will have the opportunity to “self-test” their knowledge on key topics, from the true role of a bank board member, to effective strategic planning. Our expert speakers will present case study scenarios with interactive “pop quizzes” throughout. Attendees will have the opportunity to compare responses to those of their peers in real time, and experts will then shed light on what’s the real truth behind the director’s role, duties, liabilities and decision-making process.     

July 23: Building a Better Bank and Board

This session explores practical ways board members can improve their board and their organizations. If a board needs more capital, what should it do?  If an organization has excess capital, what ways might it be employed? What key strategies can you use to streamline your board meetings and make them more effective? What type of value enhancement techniques should be pursued in this environment? Subchapter S? Stock repurchase plans? Revised dividend policy? These and other questions will help directors explore ways to improve their organization by creating more value for stockholders.

• How to improve board meetings
• Improving the strategic planning process
• Specific techniques to enhance value

September 10: The Big Decision: Buy, Sell or Hold

Is there really a merger and acquisition wave coming and what is the director’s role? If you are looking to expand your operations, what function do board members play in helping find targets? If the board believes it is time to sell, what critical decisions must the board make to appropriately position the organization? If your organization intends to neither be a buyer nor a seller but wants to maintain independence, are there critical and tactical steps that should be pursued? Through the exploration of these and similar questions, we will expand your knowledge of how to deal with the merger and acquisition market from all sides.

• What buyers should be doing
• What steps potential sellers should take
• How to stay independent if you do not want to buy or sell

The True Role of Community Bank Board Members - Available On Demand

This session will question what role board members should really play. Is your job to maintain fiduciary duties? Is it to address regulatory concerns? Is it to be responsive to shareholders? What is your role if you get a bad exam? Should board members be approving loans? What if you receive an unsolicited offer? These and similar questions exploring the true role and function of board members will be discussed. 

• Maintaining fiduciary duties
• Dealing with regulators your role in exams
• Enhancing shareholder value
• Regulatory liability

Who should attend
Community Bank Directors & Chairmen (CEO/President & Other Senior Leaders are also welcome)

About the speakers
Philip K. Smith, President, Gerrish McCreary Smith Consultants and Attorneys
Philip Smith is the president and a member of the board of directors of the Memphis-based law firm of Gerrish McCreary Smith, PC, and its affiliated bank consulting firm, Gerrish McCreary Smith Consultants, LLC. He is a Summa Cum Laude graduate of the where he has been a member of the faculty. He has also served as a member of the faculty of the Barret School of Banking, Pacific Coast Banking School, the Colorado Graduate School of Banking, the Southwestern Graduate School of Banking and the Wisconsin Graduate School of Banking.

Jeffrey C. Gerrish, Chairman of the Board, Gerrish McCreary Smith Consultants and Attorneys
Jeff Gerrish's consulting and legal practice places special emphasis on strategic planning for boards of directors and officers, community bank mergers and acquisitions, bank holding company formation and use, acquisition and ownership planning for boards of directors, regulatory matters, including problem banks, memoranda of understanding, cease and desist and consent orders, and compliance issues, defending directors in failed bank situations, capital raising and securities law concerns, ESOPs and other matters of importance to community banks. He formerly served as regional counsel for the Memphis Regional Office of the FDIC and was with the FDIC Liquidation Division in Washington, D.C.

Cliston V. “Doc” Bodine, III, Managing Director, Gerrish McCreary Smith Consultants and Attorneys
Doc Bodine’s legal and consulting practice places special emphasis on compliance matters, bank regulatory matters, strategic planning, examination issues and appeals, enforcement actions (formal and informal), civil money penalties, expense practices, incentive compensation issues, regulatory applications, removal and prohibition matters, bank insurance issues, corporate reorganizations, holding company formation and use, mergers and acquisitions, branch sale or purchase, corporate governing documents and practices, golden parachute payment and indemnification issues, and general banking and corporate law.

July 24: Blueprint for Disaster Recovery in the Cloud

Presented by: Eric Thompson, Solutions Architect, IT-Lifeline

START TIME: 10:00 am Pacific (60 minutes)
Click here to register

Disaster recovery in the cloud has many benefits, including cost-effective utilization of resources, rapid provisioning and scalability. The cloud provides community banks an opportunity to deploy comprehensive disaster recovery plans for the entire IT infrastructure. During this webinar, you’ll learn how other banks are implementing cloud disaster recovery and the pros and cons of each strategy. We’ll present technical examples of four cloud use cases including:

• Data vaulting/archiving
• Compliance
• SAN co-location and replication
• Test/development

Who should attend
COO, CIO, IT/Tech, Risk Officers, Compliance Officers, Senior Managers

About the speaker
Eric Thompson, Solutions Architect, IT-Lifeline
Eric Thompson is the Solutions Architect of IT-Lifeline, a leading provider of comprehensive data protection and institution-wide recovery for the financial services industry. He is charged with the development and implementation of private and public cloud vaulting and recovery strategies. Thompson joined the company in 2006 after working for several years as data center systems engineer at Farm Credit Services. Previously, he worked as an information systems project manager at Metropolitan Mortgage & Securities Company, Inc.

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 all registrants will receive a copy of the presentation, and any other presentation materials, upon the completion of the webinar.

As an added benefit, all registrants will receive a record playback of the webinar. The playback is a media file that contains the recorded presentation with audio. You may use the playback to present to other members of your staff or to 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.

*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

Complete satisfaction or your registration fee cheerfully refunded. Please contact us within 10 days following the event.

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