May
6
Wed
Virtual Training: Universal Banker Crash Course @ Online
May 6 – May 7 all-day

PROGRAM INFORMATION

This two-day, virtual program will run from 9:00 AM – 4:00 PM EST on each day and is being presented by Focused Results.

With constant change facing our industry, transactions falling, overall visits declining, we must find ways to engage our clients, new clients and the community. We must find ways to deliver better client service in a more efficient manner.

The Universal Banker Crash Course is a two-day, comprehensive program for beginning and new frontline professionals in the branch, who focus on creating a client-friendly environment on a budget. This program will focus on how we deliver the ultimate client experience, streamlining work processes to make things fun for both employees and the client. The program will include group discussion and problem-solving, fresh ideas through presentation, and a case-study.

The goals of the program are:

  • To understand the challenges in the banking industry
  • Learn about the best user/client experience
  • Gain the ability to plan for the impact of technology, artificial intelligence and self-service
  • Hone the skills to be an ambassador for the company and learn how to build your personal network

Who should attend? Retail professionals in the branches, or folks wanting to move into the branches. These employees might be new hires, beginning professionals or those with years of experience. Also recommended are those who are emerging frontline retail professionals who want to become more qualified to move laterally or forward in the organization.

 

SPEAKER INFORMATION

Jennie Sobecki – Owner & CEO, Focused Results

Jennie is the owner and CEO of Focused Results, LLC, a sales and marketing strategy, consulting, and training firm, concentrating in results-driven process consulting and training experience in community banks and FI’s. An expert in designing and implementing sales efforts and processes, Ms. Sobecki designs solutions to drive top line growth through better utilization and training of existing sales forces, including sales management.

​Mrs. Sobecki is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Prior to joining Focused Results, Ms. Sobecki was Director of Sales and Marketing for a $3 billion bank holding company, Sales Manager for a high performing mid-level bank, and Director of Corporate Training for a large Midwest insurance company. A charismatic speaker and consultant, Ms. Sobecki consults with numerous financial service organizations on revenue, sales, sales leadership, and organizational performance.

May
21
Thu
2020 Deposits Seminar with FICO @ North Carolina Bankers Association
May 21 @ 9:00 am – 3:30 pm

PROGRAM INFORMATION

We are proud to be partnering with FICO on this seminar. Community banks have a unique opportunity to provide a more engaging and relevant deposit experience using existing technologies and the application of proven analytics and decision management capabilities. During this program, registrants will gain insights and guidance to help plan and deliver deposit solutions to win the war on deposits.

This program is designed for individuals who contribute or are responsible for deposit products and customer experience. Data analysts and staff responsible for deposit pricing will also find this session beneficial. Specific topics will include:

  • What Do Customers Want in Deposits?
    • Results from the 2019 North American Deposit Survey
    • Implications for deposit pricing and product design
    • Insights to provide improved financial wellness capabilities
  • Delivering Value to Consumers Through Deposit Products
    • Promotions: behavior-based offers
    • Relationship-based value and rewards
    • Financial wellness: goal-based savings
  • How to Make it Happen
    • What data is required
    • The role of analytics
    • Working with core systems and vendors
    • Case studies
    • A business case to justify the investment
  • Reinventing Overdraft
    • Alternatives to the current state
    • How to reach the opt-out audience

Who should attend: retail banking, marketing and deposit operations roles.

 

SPEAKER INFORMATION

Glenn Grossman – Principal Consultant, FICO

Glenn is a Principal Consultant with FICO’s Deposits Practice. In his role Glenn focuses on solutions that address deposit pricing needs to attract and retain customers. Glenn started his career in banking with Bank of America. As an experienced product manager within retail banking he launched products in savings and payments including eight patents related to consumer banking. In recent years his work has focused on banks leveraging analytics and decision technology such as price execution to create value for consumers and increased revenue for financial institutions.

 

LODGING INFORMATION

The NCBA has secured a discounted rate of $189/night for our attendees at the Raleigh Marriott Crabtree Valley. To secure this discounted rate, please use the link below. To secure a room through the hotel’s website, please use corporate code T1954.

Book your corporate rate for NC Bankers Association

 

In addition, the NCBA also has a corporate rate at the Raleigh North Hills Hilton, which is $182/night. To secure this discounted rate, please use the link below.

Book your corporate rate for the NC Bankers Association

Webinar: Becoming the Primary Financial Institution @ Online
May 21 @ 9:00 am – 12:00 pm

PROGRAM INFORMATION

This webinar will run from 9:00 AM – 12:00 PM EST and is being presented by Focused Results.

Competition is fragmenting the purchase of financial products across all lines of business. Clients split their share of wallets, buying 9-10 products with 6-7 financial institutions. This fast-moving Zoom webinar will identify who is buying your products and which products they are buying from the competition, including non-banks. This program will address how to respond to leverage your advantages as a community financial institution to increase your share of wallet and become the Primary Financial Institution.

This webinar will cover:

  • Your services and revenues that are at risk
  • Lessons from other disrupted industries
  • Your competitive advantages
  • What clients are really looking for
  • How the millennials fit in
  • The digital client
  • Where do the clients go and where are they buying
  • How to recapture lost assets – loans, deposits, investments, services

Who should attend: Anyone responsible for driving sales results in a community financial institution.

 

SPEAKER INFORMATION

Duane Sobecki – Founder, Co-Owner & CSO, Focused Results

Duane is the founder, co-owner, and CSO of Focused Results, Duane is a renowned authority in sales strategy and strategic market segmentation, Mr. Sobecki provides assertive strategies to drive loan demand, business development, product and service lines to community banks and other FI’s.

Mr. Sobecki specializes in helping the financial services industry better segment important markets, and direct sales and marketing strategies at those key segments to ensure revenue and profit growth. Mr. Sobecki is the principal writer of Market Data Monday, a weekly look at how banks can take advantage of the improving economy, and the author of numerous reports and booklets on key market segment development and improvement.

Mr. Sobecki holds BS from the Kelley School of Business at Indiana University and has a certificate in management planning from the University of Illinois – Chicago.

 

Jennie Sobecki – Owner & CEO, Focused Results

Jennie is the owner and CEO of Focused Results, LLC, a sales and marketing strategy, consulting, and training firm, concentrating in results-driven process consulting and training experience in community banks and FI’s. An expert in designing and implementing sales efforts and processes, Ms. Sobecki designs solutions to drive top line growth through better utilization and training of existing sales forces, including sales management.

​Mrs. Sobecki is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Prior to joining Focused Results, Ms. Sobecki was Director of Sales and Marketing for a $3 billion bank holding company, Sales Manager for a high performing mid-level bank, and Director of Corporate Training for a large Midwest insurance company. A charismatic speaker and consultant, Ms. Sobecki consults with numerous financial service organizations on revenue, sales, sales leadership, and organizational performance.

May
28
Thu
Webinar: Generational Client Retention and Growth Strategies @ Online
May 28 @ 9:00 am – 12:00 pm

PROGRAM INFORMATION

This webinar will run from 9:00 AM – 12:00 PM EST and is being presented by Focused Results.

This fast-paced webinar will look at the differences in opinions, views and behaviors of each generation. Registrants will learn how to modify strategies to grow business from each generational segment, including appropriate adjustments to digital and in-person client approaches and experiences. There is a generational wave of wealth transference and you want to be able to stay atop the wave. Our Zoom software will enable attendees to get an in-person vibe from this virtual program.

Specific topics that will be discussed are:

  • The big differences between generations and the startling similarities in decision-making
  • Which marketing approaches appeal to each generation
  • New ways to engage all groups both in-person and digitally
  • Checking, deposit products, e-banking, wealth management and insurance
  • Targeting loan growth
  • Educational approaches
  • Tactical road map to beat your competition

Who should attend? Anyone engaged in the marketing and selling of banking services to younger clients or prospects.

 

SPEAKER INFORMATION

Jennie Sobecki – Owner & CEO, Focused Results

Jennie is the owner and CEO of Focused Results, LLC, a sales and marketing strategy, consulting, and training firm, concentrating in results-driven process consulting and training experience in community banks and FI’s. An expert in designing and implementing sales efforts and processes, Ms. Sobecki designs solutions to drive top line growth through better utilization and training of existing sales forces, including sales management.

​Mrs. Sobecki is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Prior to joining Focused Results, Ms. Sobecki was Director of Sales and Marketing for a $3 billion bank holding company, Sales Manager for a high performing mid-level bank, and Director of Corporate Training for a large Midwest insurance company. A charismatic speaker and consultant, Ms. Sobecki consults with numerous financial service organizations on revenue, sales, sales leadership, and organizational performance.

Jun
10
Wed
2020 Call Report Seminar @ North Carolina Bankers Association
Jun 10 all-day

PROGRAM INFORMATION

This is a must attend event for CFOs, COOs, and anyone who is responsible for the preparation of call reports. 

This event is being presented by Mauldin & Jenkins, and is designed to explain the why’s, how’s, and where’s of call report preparation, and will offer practical techniques to improve your overall reporting process. This course is perfect for both the beginner and the experienced call report preparer, as the instructors will pace the class based upon the experience level of the attendees. Participants will receive a detailed line-by-line review in the completion of significant schedules of a call report and will be encouraged to share their call reporting experiences. Appropriate items to be reported and relationships between schedules will be discussed as part of this review. Seminar topics include:

  • Proposed Changes to 2020 Call Reporting
  • Review of Commonly Misreported Items in Loan Schedule RC-C and Other Key Schedules
  • Discussion of Regulatory Capital Schedule RC-R, including Proposed Simplifications to the Capital Rule

 

SPEAKER INFORMATION

Michael Gordon, CPA

Michael is a director with Mauldin & Jenkins, LLC.  Since joining Mauldin & Jenkins, LLC in 2005, Michael has focused his career on audits for financial institutions. He has worked on financial statement audits and internal audits for both public and private companies, mortgage companies and credit unions.  Additionally, Michael’s experience includes assisting clients with FDICIA and SOX 404 testing, HUD compliance, loss-share accounting and compliance, and regulatory reporting. His experience at Mauldin & Jenkins, LLC also includes audits of clients within the governmental sector and the healthcare industry as well as audits of employee benefit plans.

 

 

Kris Trainor, CPA

Kris is a partner with Mauldin & Jenkins, LLC. Kris received his BBA in Accounting from Georgia Southern University in 1995 and works out of the Atlanta office of Mauldin & Jenkins, LLC. Since joining Mauldin & Jenkins in 1995, Kris has focused his career on audits for financial institutions. Kris has continued his professional education by attending a variety of audit and tax training classes. Kris is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. He is a Certified Public Accountant in the state of Georgia and is licensed to practice in California. Kris previously served on the AICPA’s Examination Content Subcommittee for the Audit section of the CPA exam.

 

LODGING INFORMATION

The NCBA has secured a discounted rate of $189/night for our attendees at the Raleigh Marriott Crabtree Valley. To secure this discounted rate, please use the link below. To secure a room through the hotel’s website, please use corporate code T1954.

Book your corporate rate for NC Bankers Association

 

In addition, the NCBA also has a corporate rate at the Raleigh North Hills Hilton, which is $182/night. To secure this discounted rate, please use the link below.

Book your corporate rate for the NC Bankers Association

Oct
14
Wed
2020 IRA Workshop @ North Carolina Bankers Association
Oct 14 – Oct 15 all-day

Registration will open on August 3.

Time:  9 am – 4 pm both days

Registration Rates
Total Program: $805 (Early Bird – 9/30) / $855 (Regular – after 9/30)
Day 1: IRA Essentials Only: $425 (Early Bird – 9/30) / $475 (Regular – after 9/30)
Day 2: Advanced IRAs Only: $425 (Early Bird – 9/30) / $475 (Regular – after 9/30)

Individuals can register for all days as a full package, or can register for any day a la carte. You can view topics for each day on the agenda (link above).

PROGRAM INFORMATION

Day 1 – IRA Essentials

You should register for this program if you need to learn the basics of Traditional and Roth IRAs or you want an updated, general refresher on IRA rules.

This session will give attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed.

Course topics include:

  • Introduction and Establishing IRAs
    • Identify the tax differences of a Traditional and Roth IRA
    • Examine the process for establishing an IRA and the required documents
    • Differentiate between the types of beneficiaries
  • IRA Funding
    • Learn about the Traditional and Roth IRA eligibility requirements
    • Identify the contribution limit and deadline
    • Communicate contribution reporting deadlines
  • IRA Distributions
    • Identify federal income tax withholding requirements
    • Examine IRS penalties and penalty exceptions
    • Summarize the tax consequences of IRA distributions
    • Communicate distribution reporting deadlines
  • IRA Portability
    • Differentiate between a rollover and a transfer
    • Recognize rollovers between IRAs and employer-sponsored retirement plans

 

Day 2 – Advanced IRAs

You should register for this session if you are an IRA administrator, personal banker, or member services personnel who has a working knowledge of basic IRA operations and wishes to expand your expertise and provide enhanced customer service, a compliance specialist, or support personnel responsible for promotional materials.

This portion of the program will build on an attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session, and previous IRA knowledge is assumed. The instructor will use real-world examples to help participants apply information to job-related situations.

Course topics include:

  • IRA Update
    • Explain recent changes affecting IRA owners
    • Discuss the current Roth modified adjusted gross income (MAGI) limits
    • Recognize how recent changes may affect your financial organization
  • Required Minimum Distributions
    • Calculate a required minimum distribution (RMD)
    • Discuss the RMD rules and reporting requirements
  • Beneficiary Options
    • Describe beneficiary distribution options
    • Recognize the differences for spouse, nonspouse, and nonperson beneficiaries
    • Explain beneficiary payment deadlines
  • Advanced Portability
    • Summarize the restrictions on the movement between IRAs
    • Recognize the options available when moving from an employer-sponsored retirement plan to an IRA
    • Explain the result of violating the portability restrictions
  • Roth IRA Conversion Contributions
    • Describe a conversion
    • Explain the effect of withholding on a conversion
    • Report a conversion
    • Define the consequences of an ineligible conversion
  • Withholding and Getting It Right
    • List the possible penalties for failing to withhold
    • Explain the withholding notice and election requirements
    • Discuss how withholding is reported and transmitted to the IRS
    • Describe foreign withholding requirements

 

SPEAKER INFORMATION

Check back later for speaker details!

 

LODGING INFORMATION

The NCBA has secured a discounted rate of $189/night for our attendees at the Raleigh Marriott Crabtree Valley. To secure this discounted rate, please use the link below. To secure a room through the hotel’s website, please use corporate code T1954.

Book your corporate rate for NC Bankers Association

 

In addition, the NCBA also has a corporate rate at the Raleigh North Hills Hilton, which is $182/night. To secure this discounted rate, please use the link below.

Book your corporate rate for the NC Bankers Association