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Schedule of Events


Note: all dates are tentative and are in Eastern time zone (EDT/EST)!


You Spoke, We Listened


2021 Webinar Information

 

OCTOBER 19

The AIO’s Impact on Technology Planning
Live Panel

This year‘s annual webinar on the subject will include a panel discussion, a review of the previous years’ movies that are already available, and a discussion about alternative tactics that have arisen from recent conferences as well as the impact of the AIO on Technology Planning.

NOVEMBER 16

Technology Planning and Your First Architecture Plan
Webinar-Movie

The FFIEC’s latest guidance: The Architecture, Infrastructure, and Operations, has brought many changes to exactly how a small financial institution may look at their Technology Planning for 2022. Included in that will be the opportunity to write your first Architecture Plan and we intend to show you what may be involved in that!

DECEMBER 21

M7 for 2022!
Webinar-Movie

What are the top seven risks your board should know about in 2022? Since his first board presentation in 2000, when Dan presents audit reports to boards of directors, he also talks to the board about the top risks the institution is facing. Since 2006, Dan has been compiling a list of the “top seven risks small institutions are facing,” in preparation for his board presentations.

2022 Webinar Information

 

FEBRUARY 15, 2022

R7: 2022’s Top Seven Technology Risks
Webinar-Movie

What are the top seven risks your board should know about in 2021? Since 2006, Dan has been compiling a list of the “top seven risks small institutions are facing,” in preparation for his board presentations. This webinar will present the 2021 list in a manner that you can show to your board! (See the 2019 movie on how to present this to your board.) Your auditors want you to start training your board, this movie will help them “see” what most small banks are “seeing” at the board level. More importantly, it will kick the year off in the right fashion, and ensure continued maintenance of your security culture. This is great webinar-video for ISO’s needing material to take into the board meeting!

Have a suggestion for an upcoming topic? Send your idea to [email protected]

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