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Creating the Right ERM Program for YOUR Credit Union

Date: Thursday January 14th 1:30 pm - 3:00 pm CT | Cost: $195 and 2 CE Credits

Creating the Right ERM Program for YOUR Credit Union

Are you creating your first ERM Program for your credit union? Do you want to ensure your current program is complete yet, "keep it simple"? If yes to either question, this webinar is for you! Credit Unions need processes, policies, and procedures in place in order to assess and manage the risks on their balance sheet. Marci shares the fundamental pieces of the ERM puzzle, how they relate to each other, and how to integrate your ERM program into the credit union’s Strategic Plan.

Having built an ERM program from scratch, Marci describes the various components of a strong ERM program. In this educational session, you will learn how to put your program together using all the parts you already have in your credit union. Marci shares how you can make the process fun and how your team will become closer as they work together with the common goal of protecting the credit union’s assets while fulfilling your credit union’s vision.

Covered Topics

- ERM general background and key definitions
- How implementing an ERM Program can help Financial Institutions survive and thrive
- Identifying the specific building blocks/components of a simple yet complete ERM Program
- The three key areas of ERM:
- Identifying and Assessing Risk
- Mitigating and Eliminating Risk
- Monitoring and Reporting Risk
- Creating an ERM Committee Charter and choosing the right ERM Committee members
- Integrating the ERM Program into your Strategic Plan
- Top Risk Categories and Definitions
- ERM Risk Assessment Matrix – Definitions and example
- Creating the Risk Management Appetite and Tolerance Statement – Description of Process
- Implementing your ERM Program
- ERM Program Flowchart

To learn what ERM is about, obtain tools and take initial steps to create a complete yet simple ERM Program in your credit union. This webinar will help your institution identify the key members of the ERM team and clarify the Board’s responsibilities versus the leadership team’s responsibilities. Although we will cover the ERM Risk Assessment, this webinar does not cover completing Risk Assessments for all the various areas of the institution. Increase overall awareness of ERM in your credit union.

 

Who Should Attend:
Chief Risk Officers, Risk Managers, Chief Credit Officers, Chief Financial Officers, Compliance Officers, Internal Auditors, Board Directors who want to learn more about ERM, Presidents involved in the risk management process and their ERM program

Speaker: Marci Malzahn is the president and founder of Malzahn Strategic, a community financial institution management consultancy focused on strategic planning, enterprise risk management, treasury management, talent management, and EOS® Implementation.

Marci has 30 years of banking experience, ten of those years as the EVP/CFO and COO of a community bank she co-founded where she oversaw all areas of operations. In her last year as EVP/COO/CRO, Marci created and focused on the bank’s enterprise risk management program.

Marci is the recipient of several professional awards, is a published author of four books, and an international bilingual keynote speaker, speaking frequently at banking and credit union conferences and associations as well as leadership and women’s conferences.

As a Certified Virtual Presenter, Marcia also provides online and onsite training for financial institutions. Marci is a certified life coach, holds a B.A. in business management from Bethel University, and is a graduate and faculty of the Graduate School of Banking in Madison, Wisconsin.

Webinar 3 Paid

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Creating the Right ERM Program for YOUR Credit Union

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