WIB Education Summit and Expo Conference

  • 9/17/2017 – 9/20/2017
  • Carlsband, CA
  • Exhibiting Speaking

CLA will be attending the 2017 WIB Education Summit and Expo. We will be available throughout the convention to discuss the banking challenges and opportunities your organization faces.

Join us during our speaking sessions on Monday, September 18 to learn more about how CLA can help your organization.

Third Party Outsourcing Risk - Vendor Management Program Requirements

10 – 11 a.m.
Speaker: Joshua Juergensen
Gone are the days of stuffing contracts in a file cabinet for safekeeping and tracking renewal dates on a spreadsheet. Vendor management involves managing vendor risk, assessing relationships by how critical they are for the institution, and negotiating terms that protect the financial institution once the ink is on the contract. This session will take a look at these functions, discuss why they are important, and provide some practical advice to improve your vendor management program moving forward.

CECL - Sample Methodologies for Community Banks

11:15 – 12:15 p.m.
Speaker: Todd Sprang
Significant progress has been made on implementation strategies since the standard was finalized and as CECL has started to become a reality. This session will touch on experiences of financial institutions that have begun the implementation process, discussing the pitfalls to avoid and the advice that has been gained from these experience.

Hot Topics in Website and Social Media Compliance

11:15 a.m. – 12:15 p.m.
Your website and social media provide examiners with an immediate snapshot of your overall compliance program. Banks are increasingly using their website and social media to promote specific products and services. This session will provide you with the top compliance violations detected when testing websites and social media compliance. We will discuss violations, the applicable regulatory provisions for violations, and how your bank can avoid the same mistakes.