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PROFESSIONAL DEVELOPMENT
SPOTLIGHT
You asked, we listened.
WVBankers is pleased to announce our newest program: Commercial Lending Development. This high quality, robust program is offered as a live event at the beautiful Stonewall Resort, led by outstanding instructors. This program is spread over four, two-day sessions across a five month period with the following topics:
- Marketing/Business Development/ Negotiations
- In-Depth Financial Analysis
- In-Depth Cash Flow
- In-Depth Loan Structure
- Credit Memorandum Preparation/ Presentations
- Loan Review/Documentation/ Compliance And Regulations
- Problem Loan Monitoring/Business Law/Lender Liability
- Comprehensive Overview: Senior Credit Officer Presentations And Panel; Credit Presentations
Space is limited - as this is an in-person event, our conference rooms will be spaciously set to allow for social distancing, attendance will be limited to 25, and masks are mandatory. Please see the WVBankers In-Person Event COVID-19 Policy for more information.
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February 2021 Education & Events:
February 2, 2021 Virtual | Presented by Patrice Konarik
February 23, 2021 Charleston Town Center Marriott
February 23, 2021 Charleston Town Center Marriott _____________________________________________________________________
Check Out WVBankers Distance Learning Options:
Attention Members!!!
To receive your member rate, please make sure to use the WVBankers Member Promo Code: "wvbankers"
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| 2020 WVBankers Record Retention Manual |
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The 2020 update to the WVBankers Record Retention Schedule, prepared by our friends at Bowles Rice, LLP, supplies bankers with the latest information about state and federal record retention requirements for West Virginia banks. The easy to use format provides record retention information for the following business functions:
- Administrative records
- Correspondent banking
- Electronic Data Processing and Internal Reports
- Investments
- Loans and Credit Transactions
- Official Checks and Drafts
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- Operations
- Personnel
- Safe Deposit and Vault
- Taxes
- Time and Demand Deposits
- Trusts
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And federal retention regulations including:
- USA Patriot Act
- Bank Secrecy Act
- CFPB
- FDIC
- The Federal Reserve
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The digital WVBankers Record Retention Schedule is $175.00 and it is updated approximately every three years. Get your copy of this valuable resource today. Contact WVBankers, skessler@wvbankers.org or 304-343-8838 to order.
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VIRTUAL 2020 CFO CONFERENCE
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November 16 - December 7, 2020 | Four One-Hour Sessions
11:00 AM - 12:00 PM
Zoom | Recorded
The constant change in the bank CFO's environment - regulatory, legislative, and accounting - is creating very real challenges and burdens. In the shifting landscape of the financial services industry, CFOs are confronted daily by situations that call for a range of expertise.
This virtual conference series will help you stay current on the issues affecting you by covering asset/liability management, regulatory changes, tax changes, investment portfolios, and other relevant topics. For registration and additional details, click here.
LAST SESSION:
December 7: Preston Afrank, Vice President, Haberfeld
"Upside Down Thinking on Efficiency: Changing Priorities to Drive Results"
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Past recorded sessions included with registration:
November 16: Michael Carpenter, Risk Solutions Architect, Ncontracts
"Unprecedented: COVID-19, Vendor Management & Managing the New Normal"
November 23: Paul Viancourt, Vice President, Solutions Architect
"Audit and COVID-19 - A Guide for CFOs"
November 30: Jeff Rigsby, President & CEO, CB Resource, Inc.
"The Community Bank Ecosystem - Post Pandemic Challenges & Opportunities"
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2021 Joint WVBankers/Ohio Bankers League Convention
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SAVE THE DATE! Banking executives from two states will join together at The Greenbrier, July 25-27, for a Joint Convention hosted by the West Virginia Bankers Association and the Ohio Bankers League. This gathering of top executives will provide a variety of opportunities to enhance visibility with the leaders of our states' financial services industry as a sponsor, exhibitor, breakout session presenter, or simply as a registered attendee.
More information on registration, sponsorships, and exhibiting to be announced soon!
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| WVBankers Associate Member Featured Articles |
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Elizabeth K. Madlem, Associate General Counsel
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Scott Hildenbrand, Managing Director
Head of Balance Sheet Analysis and Strategy | Head of Piper Sandler Hedging Services
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Dr. Sean Payant, Chief Consulting Officer
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Dennis Falk, Senior Vice President and Regional Manager
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Brian Mullet, SVP, Bank Relationships
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Speakers Announced for the Mid-Atlantic Bank Executives Speaker Series: REGISTRATION STILL OPEN - ONE SESSION LEFT!
The Delaware, Maryland, Pennsylvania, Virginia and West Virginia Bankers Associations present a six-month speaker series that will deliver timely and engaging content geared specifically towards bank CEOs and senior leadership. The series began in July and will run through December. Recordings will be provided for past sessions.
We hope you will join us live for the last hour-long session:
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Past recorded sessions included with current registration:
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Q: If an ACH hasn't hit yet, but a customer wants to place a stop, what is the best practice if the bank doesn't have a company ID yet? Learn more >
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Do you have news to share? Please forward your press releases and photos to Allison Boyd
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