Perficient

OCTOBER 26, 2020

Global manufacturers face various challenges when trying to incorporate and deploy sales and operations planning and execution (S&OP) processes into broader financial forecasting. Regular market disruptions are commonplace and can have an adverse impact on business operations and financial forecasts. Register today!

Operations 309

Operations Tools Strategy How To 309

Abrigo

SEPTEMBER 30, 2024

DOWNLOAD Takeaway 1 Shared AML case management helps streamline processes, reduce duplication, and improve communication between fraud and AML/CFT teams. Takeaway 3 Modernizing AML/CFT programs with shared case management aligns with FinCEN's emphasis on innovation and streamlining processes.

Management 195

Management Fraud Software Compliance 195

Perficient

DECEMBER 23, 2020

Manufacturers face a common challenge when trying to respond to unplanned market events that may impact business financial forecasts as well as sales and operations planning processes: having a single view of the business plan, with the right indicators can improve timeliness of key decisions. We’d love to have you attend our live event.

Marketing 309

Marketing Management US Operations 309

Abrigo

NOVEMBER 3, 2023

Top 5 CECL best practices and their benefits Now that CECL is implemented, follow these recommendations for ongoing management to provide confidence and be more efficient. You might also like this webinar, "Conquering CECL model validation: Prepare for success." Some tried and true practices can help.

Management 195

Management Policies Training Compliance 195

Perficient

JULY 2, 2020

I recently delivered a webinar , in which I discussed the CTMS migration approaches taken across several case studies. Welcome everyone to today’s webinar on Preparing for your Oracle, Medidata, and Veeva CTMS Migration project. My team has led and been a part of dozens of different implementations of Clinical Trial Management systems.

Study 332

Study System Data Training 332

Abrigo

SEPTEMBER 24, 2024

DOWNLOAD Takeaway 1 A human-in-the-loop approach plays a vital role in ensuring that AI systems effectively support alert and case management for AML/CFT suspicious activity monitoring. Human-in-the-loop refers to the collaboration between AI systems and human experts, ensuring that machines do not operate in isolation.

Software 195

Software Management Compliance Resources 195

Abrigo

AUGUST 19, 2024

This includes having control over the BSA department’s operations, making necessary adjustments to the Anti-Money Laundering (AML) system, and managing staffing levels. Rubin highlighted that the day-to-day management of the BSA department is a responsibility that falls squarely on the compliance officer.

Resources 195

Resources Compliance Management Training 195

Abrigo

DECEMBER 28, 2023

Top banking risk management papers and infographics Abrigo experts' insights on deposit pricing, stress testing, loan review, and CECL were popular with banking risk professionals. You might also like this webinar, "Unraveling risk rating: Making sense of your best early warning tool." Here are the top resources.

Resources 221

Resources Risk Management eBook Strategy 221

Abrigo

OCTOBER 14, 2022

Fortify your credit risk management framework How to prepare your organization for scrutiny of its credit risk management practices during your next exam or review. . You might also like this whitepaper, "Stress Testing: Managing Capital Levels and Credit Risk." Cultivate talent. keep me informed. Know your limits.

Risk Management 195

Risk Management Management Policies Lending 195

Abrigo

SEPTEMBER 23, 2020

Key Takeaways Managing a large volume of loan workouts is the next challenge facing many financial institutions. Managing loan workouts requires tackling numerous process-related decisions concerning selecting, analyzing, and tracking loans. Managing loan workouts is a chief concern among banks and credit unions these days.

Management 195

Management Lending Risk Management Community 195

Abrigo

NOVEMBER 18, 2024

Key topics covered in this post: Regulatory focus Key questons for ALCOs Governance and concentration risks Expect the unexpected Regulators 'could not be more clear' Today’s regulatory climate is turning up the heat on financial institutions when it comes to liquidity and interest rate risk management.

Risk Management 195

Risk Management Regulation Policies Management 195

Abrigo

OCTOBER 28, 2022

Managing loan workouts and modifications Tips for preparing your bank or credit union to handle an increased volume of problem loans while ensuring prudent credit risk management. Takeaway 2 Meanwhile, banks and credit unions will likely see a beefed-up regulatory emphasis on credit risk management practices, especially tied to CRE. .

Management 195

Management Risk Management Policies Lending 195

Abrigo

AUGUST 1, 2022

Best practices for assessing models and managing risk Sound model development, implementation, use, and validation is especially important as CECL models debut. . What are model risk management and model validation? SR 11-7, issued by the Federal Reserve and OCC in 2011, is the supervisory guidance on model risk management.

Risk Management 195

Risk Management Management Regulation Analysis 195

Abrigo

MAY 20, 2022

Meet Model Risk Management Expectations Updates to the FDIC Risk Management Manual should steer institutions toward a model that manages risk and drives growth. Takeaway 1 Aside from meeting examiner expectations, proper model risk management can protect your institution from unnecessary risk. . FDIC Update.

Risk Management 195

Risk Management Management FDIC Meeting 195

Abrigo

JUNE 7, 2021

Risks ALM Addresses Will Affect Performance and Strategy Asset/liability management models and processes address credit risk, liquidity risk, and interest rate risk. . Good asset/liability management, he says, “is knowing how much risk do we take.” It’s about how to make decisions inside the bank to manage risk. lines of credit.

Management 195

Management Risk Management Capital Regulation 195

Abrigo

AUGUST 26, 2024

You might also like this webinar: "Conducting an effective Q factor framework." Takeaway 3 Consider risks tied to methodology, the use of third parties, management bias, and estimation uncertainty during a CECL model risk assessment. Is management (and others charged with governance) comfortable with the methodology?

Compliance 195

Compliance Management Regulation Data 195

Abrigo

OCTOBER 30, 2024

Increasing efficiency of compliant AML investigations To boost AML program productivity and keep pace with evolving compliance demands, financial institutions should focus on strategic operational improvements paired with the smart use of technology. Streamline case management processes. What’s a leader to do?

Compliance 221

Compliance Training System Management 221

Perficient

OCTOBER 2, 2020

Recently, IDC Research Director Gary Chen and Perficient’s Victor Wolters, Enterprise Strategist, presented a webinar that discussed application modernization, containers, and the value of Red Hat OpenShift on AWS. Webinar Transcript. The second part has been data management. Trends from IDC Research on Container Adoption.

Software 332

Software Technology Tools Groups 332

Perficient

JULY 29, 2020

On July 23, 2020, Caz Halsey, Director, Life Sciences, Perficient, and Damon Fahimi, Product Manager, Uppsala Monitoring Center, hosted a webinar that discussed WHODrug Koda and how it can be integrated with other systems using an application developed by Perficient. Webinar Transcript. Project & program management.

Course 309

Course Training Data Examples 309

Abrigo

APRIL 15, 2022

ALM & Measuring Liquidity Risk at Banks and Credit Unions Regulatory agencies expect financial institutions to manage liquidity risk using processes and systems commensurate with the complexity, risk profile, and scope of operations. ALM 101: Introduction to Asset/Liability Management. This is the fourth post in a series.

Management 195

Management Meeting Risk Management Operations 195

Abrigo

DECEMBER 29, 2023

You might also like this webinar, "Unraveling risk rating: Making sense of your best early warning tool." Abrigo’s team of former bankers and other experts produced dozens of webinars , whitepapers, and blog articles in 2023 to help lending and credit staff. Here are the top resources. Stay up to date on CFPB 1071.

Resources 221

Resources Lending Risk Management Policies 221

Abrigo

JANUARY 11, 2022

Asset/liability management basics In part 1 of this "Introduction to ALM" blog series, learn the goals of asset/liability management and how it can help financial institutions. You might also like this webinar, "ALM Basics: Best Practices in Measuring, Monitoring, and Controlling Interest Rate Risk" WATCH. The ALM Basics.

Management 195

Management Meeting Capital Strategy 195

Abrigo

OCTOBER 15, 2024

Material differences to balance sheet mark Challenges with income recognition Banks and credit unions most often use their core operating systems or manual spreadsheet processes to perform these calculations. History tells us differently. How is your loan review function performing?

System 221

System Operations Risk Management Marketing 221

Abrigo

OCTOBER 21, 2024

In this guest column, Jason Alpert, Managing Partner of Castlebar Holdings , explains how financial institutions should respond. However, given recent industry and employment trends as well as limited resources, the workout/restructure of the problem loan could be managed by the same individual or group that originated the loan.

Strategy 195

Strategy Management Taxes Meeting 195

Abrigo

JANUARY 25, 2022

Change Management Helps Financial Institutions with Digitalization Bank and credit union executives who manage the people side of digital transformation have more success. . Takeaway 3 Seven steps of change management will jump-start the implementation and improve adoption and digital transformation. Not in all cases.

Management 195

Management Software Survey Fintech 195

ATM Marketplace

AUGUST 4, 2020

ATM Marketplace is hosting a live webinar August 11 to explore how technology can improve consumer relationships, increase operational efficiencies and employee satisfaction. The event is sponsored by Fiserv, a provider of information management and electronic commerce systems for the financial services industry.

ATM 63

ATM System Operations Industry 63

Abrigo

NOVEMBER 14, 2024

Ensure management and board of director oversight : A strong compliance culture starts at the top. Senior management and the board must actively participate in setting the tone for compliance and fully understand the risks and penalties associated with BSA criticisms. Provide timely updates in response to changes in regulations.

Compliance 195

Compliance How To Training Software 195

Perficient

SEPTEMBER 29, 2020

In this webinar, Eric Enge (Principal, Digital Marketing at Perficient) and Jim Hertzfeld (Chief Strategist, Digital at Perficient) discuss: How marketers have already adapted and where they see the most opportunity moving forward. Missed the webinar? Watch the on-demand webinar and read the transcript below: ? ? ?.

Marketing 294

Marketing Branding Data Industry 294

Perficient

JUNE 15, 2020

On June 24, 2020, Param Singh, Perficient’s director of clinical trial operations solutions, will host a webinar on clinical trial management system (CTMS) migrations. One thing was clear: it didn’t make sense to operate multiple solutions from two different prominent vendors. In others, it was different.

System 332

System Operations Data Compliance 332

Abrigo

FEBRUARY 16, 2024

You might also like these on-demand webinars tackling common credit risk questions. Takeaway 2 With proper planning and effective strategies, the scheduling process can be made more manageable at your financial institution. It's about ensuring that every aspect of your lending operation is optimized for efficiency and effectiveness.

Training 195

Training Risk Management Analysis Policies 195

Abrigo

FEBRUARY 6, 2024

You might also like this upcoming webinar, "Relationship banking: 7 Keys to extraordinary results." Where to begin Develop a member business lending strategy Developing a sound MBL strategy, or tightening an existing one, can help credit unions achieve long-term success in managing member business lending risks.

Lending 221

Lending How To Risk Management Policies 221

Abrigo

NOVEMBER 13, 2024

Despite borrowing more and tapping credit lines, they're managing leverage and meeting debt obligations, according to Abrigo's proprietary data. They’re borrowing more, but they’re also managing their leverage and meeting debt obligations —even as they feel the pressure of high rates. Business credit line utilization is up.

Lending 195

Lending Meeting Data Risk Management 195

Abrigo

DECEMBER 22, 2023

You might also like this webinar, "Unraveling risk rating: Making sense of your best early warning tool." Takeaway 2 Management reports, probability of default, and model validation topics were found in the top blogs for risk professionals. The FASB’s description of proposed changes can be found here.

Risk Management 221

Risk Management Regulation Management Lending 221

Abrigo

SEPTEMBER 16, 2020

Key Takeaways A good asset/liability management (ALM) model has a wealth of information and tools that can be used in the budgeting process. The good news is a good asset/liability management (ALM) model has a wealth of information and tools that can be used in the budgeting process. Optimize your asset/liability management decisions.

Management 195

Management Strategy Tools Comparison 195

Abrigo

SEPTEMBER 16, 2020

Key Takeaways A good asset/liability management (ALM) model has a wealth of information and tools that can be used in the budgeting process. The good news is a good asset/liability management (ALM) model has a wealth of information and tools that can be used in the budgeting process. Optimize your asset/liability management decisions.

Management 195

Management Strategy Tools Comparison 195

Abrigo

OCTOBER 10, 2023

Review the 2023 Loan Review Survey results with experts and get their take on emerging trends and best practices register for Webinar Takeaway 1 Effective loan review requires experienced staff, well-organized outsourcing, or a combination of the two. Learn what other banks are doing to manage.

Training 195

Training Survey Resources Software 195

Abrigo

OCTOBER 10, 2023

Review the 2023 Loan Review Survey results with experts and get their take on emerging trends and best practices register for Webinar Takeaway 1 Effective loan review requires experienced staff, well-organized outsourcing, or a combination of the two. Learn what other banks are doing to manage.

Training 195

Training Survey Resources Software 195