Last week, CBA conducted an editorial board meeting with the San Francisco Chronicle. The meeting was an excellent opportunity for California’s industry leaders to interface with the editorial board staff (those who determine the direction of the newspaper’s opinion page) and discuss issues of concern to the industry and consumers, and communicate the positive role their bank plays in the local community.
Bank directors, senior management, managers and line personnel, especially those in the IT, BSA/AML, or consumer protection/compliance management systems areas should not miss this informative seminar.
In the morning, we will cover corporate governance from both an RMS and DCP perspective with an emphasis on planning, monitoring, risk assessment and other issues of concern to bank directors and senior management. We will continue with a lunchtime economic presentation.
The purpose of this course is to teach the skills required to write an effective credit memorandum, which places emphasis upon factors or trends that are important without the need to state the obvious. This course was expanded to two days to give you more time to practice constructing credit memos.
On September 23 & 24, 2014, Finovate returns to New York with FinovateFall, a two-day showcase of the best innovations in financial and banking technology from a mixture of leading established companies and hot young startups. After a sellout crowd at last year’s show, FinovateFall is moving to the New York Hilton Midtown, a world-class venue located in the heart of the city and conveniently accessible via public transportation.
The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio management for community financial institutions.They help clients improve decision-making, manage interest rate risk and maximize investment portfolio performance. Visit www.gobaker.com to learn more.