WEBINAR: Year End Strategies For 2018

WEBINAR: Year End Strategies For 2018

Wednesday, November 15, 2017

2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT
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As we begin to look ahead to 2018, what opportunities will present themselves in the new year that can help community banks and credit unions improve performance and set themselves up for success?  During this FMS webinar, Year End Planning Strategies for 2018, we’ll examine the current state of the industry and take a look at trends and topics to watch in the coming year. 

This timely program will discuss:
  • The impact the economic environment may have on your institution's 2018 strategic planning
  • Strategies and practices you can employ to manage earnings and profitability
  • How to begin setting a course of action for a successful new year
It's never too early to start planning for the future. Get a jump start on your 2018 planning by attending this great webinar and make sure you're prepared for the year to come.
Marc Gall
Vice President, BOK Financial Institutional Advisors

Marc Gall currently serves as a Vice President of BOK Financial Institutional Advisors.  His primary responsibilities include managing the asset/liability modeling and consulting practice, developing balance sheet strategies for community banks, facilitating ALCO meetings and investment portfolio management. 

Prior to joining BOK, he worked at Nexity Bank, M&I Bank and Strong Capital Management. Marc is a graduate of the University of Wisconsin, La Crosse, where he earned a bachelor’s degree in Finance and Economics. He also earned his MBA from Marquette University and completed the Graduate School of Banking at UW-Madison in 2015.

Registration to the live session includes:

  • One online connection
  • CPE credit for registrant
  • Permission to reproduce the handouts and other written material for additional attendees at your location

Only registered attendees of the live session can obtain CPE credit. Attendees of FMS live webinars also receive two views of the On-Demand version of the program they attend. Use this bonus feature to share the program with colleagues or as a refresher at a later date. Instructions for viewing the on-demand session will be emailed to you at the conclusion of the live event.

Credit Hours

Earn up to 1.5 hours of CPE credit.
  • Level: Basic
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Business Management & Organization
  • Instructional Method: Group Internet Based
  • Length: 75 minutes

For more information regarding administrative policies such as concerns or refunds, call 800-ASK-4FMS (800-275-4367). FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.

Registration Rate
Members and Non-members sign in or create an account below to register.

Non-members: $295
11/15/2017 2:00 PM - 11/15/2017 3:15 PM
United States

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