Financial institutions are steadily gaining new deposits as consumers continue to flee risky investments. With increased liquidity in the industry, financial institutions are actively looking for ways to maximize the performance of their new loan marketing programs to help improve their loan-to-deposit ratios.

Register for this webinar to:

• Learn about current trends in new loan marketing and review research
• Discover 10 initiatives that can help improve the growth of your loan portfolio
• Look inside the structure of a successful loan program

Presenters:

Susan Wolfe, Vice President of Financial Services, Mintel Comperemedia
Stephen Nikitas, Senior Strategist, Harland Clarke Marketing Services
Karen Benedetti, Vice President of Marketing, Service Credit Union

Event Details:
Date: Wednesday, May 9
Time: 1 p.m. EDT

Click HERE to register for this webinar.

Presented by Mintel Comperemedia® and Harland Clarke Marketing Services

Senior Housing Crime Prevention Webinar to Focus on CRA Credits and Positive P.R.

In conjunction with the ICBA, the Senior Housing Crime Prevention Foundation and the Florida Bankers Association, we are pleased to bring FBA members a 30-minute webinar geared to provide them with the information they need to get their banks CRA credit while receiving a guaranteed annual yield and no credit risk exposure.

The Senior Housing Crime Prevention has been reviewed by all federal banking regulatory agencies and has passed the rigors of multiple regulatory exams.

In addition, the program offers:

•     Bank directed security selection and CRA assessment area selection;

•     Gain CRA credit by protecting our nation’s Veterans or elderly nursing home population;

•     No overhead commitments or administrative burden; and

•     Positive exposure in your communities adding immeasurably to your banks solid reputation

What regulators are saying:

“The FDIC has been a strong supporter of the Foundation. It has been my experience that financial institutions are responsible community leaders, they are crucial to the well being of our neighborhoods and this kind of program really is as good of an example as any of what can be done when the financial industry focuses attention on neighborhood problems.”  – Martin Gruenberg, Acting Chairman of the FDIC

“The OCC has a long history of supporting the mission of the Foundation, to provide crime prevention services to low and moderate income seniors in nursing home facilities and has continued to demonstrate the support for the program by providing positive CRA consideration for the loans and investments banks make in the Foundation. I think that one of the greatest assets of the Foundation is that it is set up to allow a bank different options to loan or invest funds in the organization. The type and amount of CRA consideration depends on the option the bank chooses, through either a community development loan or a qualified CRA investment.” – Grovetta Gardineer, Deputy Comptroller for Compliance Policy, Office of the Comptroller of the Currency

The webinar will be held on Wednesday, May 9, 2012 at 3:00 PM EST. To register, please click HERE.

E-Mail Marketing Best Practices Webinar

According to the Direct Marketing Association, e-mail marketing ranks as the most productive marketing medium with a return on investment of $41 for each $1 spent.

Please join us on Tuesday, April 17 at 10 am ET as John Joseph, VP Operations and Client Engagement for industry leading email firm SubscriberMail, a unit of Harland Clarke, leads an engaging discussion about:

• Best practices for FI e-mail marketing
• E-mail metrics and benchmarks
• Strategies to increase customer engagement

For those who are unable to attend on April 17, we will conduct a second email webinar on Tuesday, May 8 at 3 pm ET.

To register for the April 17 webinar, please click HERE.

To register for the May 8 webinar, please click HERE.

Using Data Analytics to Accelerate Account Holder Acquisition

Meeting your financial institution’s revenue goals by attracting and acquiring new account holders can be a complex and expensive process. Successful account holder acquisition is not only about attracting new account holders – it is also about attracting the right account holders to generate revenue for your institution. Account holder analytics can help financial institutions meet this challenge.

Join Srividya Sridharan, senior analyst at Forrester Research® and Sandeep Kharidhi, vice president of analytics at Harland Clarke Marketing Services, as they discuss how to use analytics to increase the performance of your financial institution’s acquisition programs. Register now to learn:

• Practical methods for identifying which consumers will be profitable for your institution and which will not be profitable
• How analytics can drive account holder acquisition campaign results
• The limitations of the traditional approach to acquisition-based analytics

This webinar will be held on Wednesday, April 4, 2012 at 1:00 PM EDT. To register, please click HERE.

Mortgage Solutions Webinars Upcoming

BancServ Co-Endorsed Partner ICBA Mortgage Solutions invite you to attend an upcoming webinar to learn how the ICBA Mortgage Solutions Program (ICBAMS) can help your bank remain compliant. During this complimentary webinar, community bank mortgage lenders will discover how they can better manage mortgage lending fraud and compliance and credit risk; improve operations efficiency, grow market share and increase fee income with the programs and services the ICBAMS program provides.

Webinar Highlights:

• ICBA Mortgage Solutions Program Structure & Key Features

• Community Bank Benefits

• Origination/Funding Options

• Lending Fulfillment Support Channels

• Program Preferred Investors and Compliance Services

• Program Pricing

• ICBAMS Technology

• Mortgage Marketing Support

Who Should Attend?

The program is appropriate for presidents and CEOs, senior lenders, and business development and mortgage officers.

Webinar Presenters

Elizabeth Deal, EVP ICBA Mortgage Solutions

Diane Keane, Southeast Regional Account Manager, ICBA Mortgage Solutions

How to Register

Click on either date below (whichever fits your schedule, both webinars will cover the same content):

Wed, Mar 28, 2012 10:30 AM – 11:30 AM MDT

Wed, Apr 11, 2012 10:30 AM – 11:30 AM MDT

Contact

Diane Keane at 727-289-9112

Harnessing Analytics Across the Customer Life Cycle

Financial institutions are drowning in data. The challenge lies in leveraging this “big data” to drive results.

Harland Clarke Marketing Services, with Forrester Research, presents “Harnessing Analytics Across the Customer Life Cycle,” an insightful, 12-minute slidecast that shares best practices in data analytics and practical steps on how to use this data more efficiently and effectively for your financial institution.

Click here to view the Slidecast.

Zurich Security and Privacy Threats Webinar

SECURITY AND PRIVACY THREATS

HOW COMMUNITY BANKS CAN PREPARE AND RESPOND

FREE LIVE WEBINAR

Wednesday July 27, 12 pm CST (1 pm EST)

Safeguarding your bank from cyber threats is more than a technical issue; it’s also a financial, regulatory and risk management one.

Webinar Highlights

• Best practices for preparing, mitigating and responding to security and privacy exposures;

• Scope of cyber crime risks facing the banking industry;

• The impact of federal law requirements and proposed regulations on your financial institution; and

• Risk transfer techniques you can put into action.

Speakers

Brian Lapidus, Chief Operating Officer, Fraud Solutions division of Kroll

John F. Mullen, Sr. Partner, Nelson Levine deLuca & Horst

Christopher Taylor, Head of Financial Institutions, Zurich in North America

Tim Stapleton, AVP, Privacy and Security Product Manager, Zurich in North America

Moderator

Tim Cook, Vice President, Publications, ICBA Independent Banker

Click here to register for the webinar.

ABA’s and GlobalVision Systems: FREE Product Webinar Demonstration!

Centralize and Streamline Your AML, Anti-Fraud, Compliance and Risk Management Processes with PATRIOT OFFICER^® 

Date & Time: Thursday, May 26, 2:00 – 3:00 p.m. ET

Join ABA’s Corporation for American Banking and GlobalVision Systems, Inc., for this exclusive look at PATRIOT OFFICER^®, a most powerful and comprehensive BSA/AML/ATF/FACTA/UIGEA and ANTI-FRAUD solution available to the banking industry. PATRIOT OFFICER^® empowers banks to more easily comply with the USA PATRIOT Act, the Bank Secrecy Act, the FACTA Act, the Unlawful Internet Gambling Enforcement Act, and requirements set by OFAC, FinCEN, and other government organizations.

Session Take-Aways:

PATRIOT OFFICER^® helps safeguard banks of all asset sizes.  Attend this session and learn how PATRIOT OFFICER^®:

• increases efficiency by consolidating your bank’s anti-money laundering, anti-terrorist financing and anti-fraud efforts on one centralized case management platform with a highest degree of efficiency;
• combats financial crime;
• significantly reduces fraud, risks and losses;
• reduces operational costs; and
• maximizes return on investment.

Speakers:

Andrea Bourque
Andrea is the Senior Compliance Advisor at GlobalVision. She has been working in financial institutions for over 25 years, with 12 of those years directly related to BSA/AML and Compliance. Andrea worked as Branch Manager and Compliance/BSA Specialist of a bank before she joined GlobalVision.

Catherine Lew
Catherine is the Executive Vice President and Director of Business Development for GlobalVision. She has worked at GlobalVision for approximately fifteen years and has helped grow the company to be one of the largest private risk management and regulatory compliance solutions providers in the United States.

CLICK TO REGISTER

Select “Register” at the bottom of the page to access the registration form. Once you have entered your information, please click “Submit.”

Once the host approves your registration, you will receive a confirmation email message with instructions on how to join the event. 

For More Information on ABA Insurance Services Contact:

Ms. Catherine Lew

GlobalVision Systems, Inc.

9301 Oakdale Ave., Suite 100

Chatsworth, CA 91311

(818) 998-7851

clew@gv-systems.com

Free Webinar: ABA Insurance Program

The Essentials of Bank Directors and Officers and Bond Insurance

Date & Time: Wednesday, Jan. 26, 2:00 – 3:00 p.m. ET

Please join this free ABA Webinar that will focus on the basics of D&O and bond insurance coverage that all bankers should know. You’ll gain an understanding of policy basics, including:

• coverage afforded;
• key definitions and exclusions;
• reporting requirements; and
• other important policy provisions

We will also discuss purchasing considerations and other points of interest that are relevant in today’s difficult economic and regulatory environment. This webinar is a must for anyone at your bank responsible for these mission-critical insurance policies.

About the Speaker:
Michael Read is the Marketing and Sales Manager of ABA Insurance Services. He is responsible for the development and execution of the organization’s marketing and business development strategies, objectives and goals. Mike has a broad knowledge of financial institution insurance products and is a frequent author and speaker on various banking and insurance related topics.

Mike also has an extensive underwriting background having previously served in both underwriting and underwriting management roles over a ten-year period. Prior to his insurance career, Mike worked as a consumer lending officer at a large commercial bank. Mike holds a B.A. in Economics from Hiram College, a Master’s Degree in Public Management from Indiana University, and an M.B.A. from the Weatherhead School of Management at Case Western Reserve University.

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Register for the event online:

1. Go to: https://aba.webex.com/aba/onstage/g.php?t=a&d=754662958
2. Click “Register”
3. On the registration form, enter your information, and then click “Submit”

Once the host approves your registration, you will receive a confirmation email message with instructions on how to join the event.

 

Free ICBA Webinar: Small Business Lending Fund

January 13 –  11am EST
The Obama administration penned into law the Small Business Jobs and Credit Act of 2010 back in September, serving as a $40 billion olive branch that was extended to domestic small businesses. Most pertinent to community bankers is the provision in the bill for the Small Business Lending Fund, which allocates $30 billion for the Treasury to utilize to purchase preferred stock and other debt instruments from eligible financial institutions with less than $10 billion in total assets. The goal is to provide cheap capital to community banks that serve small businesses in their footprint area, so that those community banks would increase their small business lending after receiving the capital injection. This webinar will outline the bill and will focus on Fund details such as eligibility, cost of capital, and ongoing requirements for participants. Additionally, we will delve into specific leverage opportunities that banks could take advantage of via borrowing through the Fund, and the associated financial impact that such transactions could have.

The webinar will run approximately 60 minutes plus Q & A.

CLICK TO REGISTER

Our Speakers Will Include:

Paul Merski
Senior Vice President and Chief Economist
Independent Community Bankers of America
Paul Merski is senior vice president and chief economist for ICBA. Before joining ICBA, Merski served as the chief economist of the Joint Economic Committee of the U.S. Congress and tax policy advisor to Sen. Connie Mack (R-Fla.). He also served as director of fiscal policy for Citizens for a Sound Economy, as director of fiscal affairs for the Tax Foundation and as an economist with the Commerce Department Bureau of Economic Analysis during the Reagan administration

Hunter Smith, CPA
ICBA Securities
Hunter is a Senior Vice President in the Investment Strategies department of ICBA Securities. In this capacity, he evaluates portfolios from a comprehensive balance sheet perspective and helps communicate portfolio and asset/liability strategies to clients. Prior to joining ICBA Securities, Hunter was an audit manager with KPMG LLP, after which he served as Vice President and Lead Senior Analyst in Portfolio Advisory charged with managing and assisting in the management of bank investment portfolios. Hunter obtained his undergraduate and graduate degrees from the University of Mississippi.

CLICK HERE REGISTER