Featured Program August 12   |   Featured Program August 19   |   Featured Program August 26

NYBA is pleased to partner with Market Insights, Inc. to offer a complimentary webinar for our bank members:

TACKLING THE TALENT CRISIS: Recruiting in the "New Normal," Digitally-Engaged Economy

Wednesday, August 12
11:00 am - 12:00 noon

Click to Register Today!

Joe Sullivan,
CEO and Founder,Market Insights, Inc.

When this year began, competition for talent in banking was already intense. Many community banks were still in the very early stages of digital transformation and trying to: assess their needs for tech talent; adjust to evolving demographics in the workforce; explore the viability of Universal bankers; and attract and retain employees within their local geographies.

Then the impact of a global pandemic disrupted the way people bank, the way banks operate and the way employees work. While the crisis’ long-term effect on the workforce remains to be seen, it has accelerated conversations regarding Who you should hire, How (and where) will they work and What skillsets and personality traits will be important.

This forward-thinking presentation explores those questions in the context of our “new normal” and discusses workforce characteristics, like empathy and flexibility that must be cultivated and encouraged. It presents a framework for banks to re-imagine their workforce for success, not only in the post-pandemic world, but in our digitally engaged economy.  

About the Presenter:
Joe Sullivan is the CEO and Founder of Market Insights, Inc. – a consulting firm with expertise in market assessments, delivery optimization, strategic planning, branding, marketing and culture transformation. As a consultant, author and professional speaker with more than 30 years of experience, the themes of growth, innovation and motivation can be found throughout Joe’s work.

He has been invited to share his insights with international, national, regional and state associations/leagues as a keynote and workshop presenter. Joe is on the faculty of the Graduate School of Banking at the University of Wisconsin-Madison's Digital Banking School, Ohio Bankers League Management School and Washington Bankers Association's Fintech Executive Development Program. He has presented to hundreds of audiences on human connection, disruption, Fintech, consumer trends, delivery system planning, marketing, leadership and the future of banking.

Joe’s passion, energetic style and practical approach engages his audiences and consistently makes him a top-rated speaker. His unique perspective comes from working side-by-side with executives and marketers around the U.S. in the development of successful growth strategies. Joe incorporates these front-line experiences into his presentations and offers insights that challenge conventional thinking; creating a sense of excited urgency with his audiences.

Please feel free to share with bank colleagues!
 Questions? Contact NYBA Professional Development: education@nyba.com.

NYBA is pleased to partner with The Bonadio Group to offer a complimentary webinar for our bank members:

COVID-19 and the Impact on Allowance for Loan and Lease Losses
Wednesday, August 19
11:00 am - 12:00 noon

Aaron Kofira, CPA, Partner, The Bonadio Group

The COVID-19 pandemic has affected the way in which financial institutions operate and serve their communities. We recognize that the impact of the pandemic is at the forefront of your mind. The Bonadio Financial Institutions Team has been constantly monitoring the changes brought on by the pandemic and its impact on financial institutions. Join us for a discussion around ALLL guidance and SEC quarterly filing observations amidst legislative and regulatory efforts in the pandemic response area. 

Agenda will cover:

  • Interagency Updates: Credit Allowances and Credit Risk Review Systems
  • FASB Update
  • Recent Quarterly Filings
  • Next Quarter Expectations


About the Presenter:

Aaron is a partner in Bonadio’s Professional Excellence Division. In this capacity, his team is responsible for all Bonadio’s quality control processes and procedures, including peer review and inspection; coordinating annual inspection and triennial peer review activities and ensuring Bonadio’s compliance with the related requirements to maintain successful results from these activities; and researching new technical accounting and auditing pronouncements and providing personnel with the appropriate communication and training. His experience includes financial statement audits for financial institutions, technical quality control reviews, peer reviews, and benefit plan engagements for for-profit and non-profit organizations.

Aaron acts as the concurring partner on financial institution, broker-dealer engagements and employee benefit plan engagements filed with the SEC. As part of this responsibility, Aaron is responsible for overseeing compliance for PCAOB engagements with appropriate PCAOB standards, as well as SEC compliance matters. Additionally, Aaron coordinates an annual training on SEC and PCAOB matters.

Prior to joining Bonadio, Aaron started his public accounting career with a big four accounting firm and another small firm. Aaron received his BS degree in accounting from St. John Fisher College. He is a member of the American Institute of Certified Public Accountants and the New York State Society of CPAs and a member of the New York State Society of CPAs Peer Review Committee and Pennsylvania Institute of Certified Public Accountants Peer Review Committee.

Bonadio Group’s financial services practice is one of the most experienced in the Mid-Atlantic region. Our knowledge of banking operations, including: Enterprise Risk Management, Fraud and Forensic expertise, plus a core audit discipline and extensive compliance knowledge, means you get the full breadth of services your institution requires. In addition to our audit expertise, our tax professionals have developed tax savings strategies for many of our clients.

Working with you, our professionals provide an exceptional blend of technical expertise and personal service including executive search and interim management. Our size, our industry experience and our public company expertise have helped us become a recognized leader in the financial services industry. See the difference that experience makes.

Please feel free to share with bank colleagues! Questions? Contact NYBA Professional Development: education@nyba.com.

NYBA is pleased to partner with Wolf & Company, P.C. to offer a complimentary webinar for our bank members:

Applying What We Learned:
The Pandemic's Lasting Impact on Business Continuity

Wednesday, August 26
11:00 am - 12:00 noon

Tracy L. Hall, MBCP,
 IT Assurance Senior Manager, Wolf & Company, P.C.

Organizations had to rapidly implement creative ways to conduct operations during the COVID-19 crisis. They needed to react swiftly to accommodate the situation as it quickly changed, requiring management teams to adjust response activities in real-time as the scenario unfolded. Remote access, employee hardware requirements, flexible work schedules, and virtual processes have now become the norm. As a result, organizations have taken their preparedness planning to a new level. Has yours? Or has the current situation just created the illusion of preparedness?

Learn whether traditional Business Continuity and Disaster Recovery will meet future tests. Learn how to turn unavoidable events into innovative ways to improve operations moving forward. This session will explore the incredible strides made and how they can improve the future. We will also discuss how not to be fooled by a false sense of security in the next phase of Business Continuity and Disaster Recovery planning.

Key Takeaways:

  • Apply lessons learned from the current crisis to future planning
  • Learn whether your BCP can meet unforeseen challenges
  • Modernize your BCP for future success


About the Presenter:

Tracy is a Senior Manager in the Information Technology (IT) Assurance Services group. Tracy is one of the leading business continuity planning experts in the country. With over twenty years of experience, Tracy assists clients in areas of business continuity planning including; plan audit and assessment, business impact analysis, plan development and maintenance, training and awareness, and simulation exercises.

Tracy’s clients span multiple industries, including financial services, insurance, manufacturing, healthcare, and retail. In addition to assisting her clients in preparing and executing disaster recovery tests and simulation exercises, she has experience in assisting clients recover fully from actual disasters. Tracy is a popular speaker both regionally and nationally, and has authored articles on pertinent topics related to business continuity planning.

Tracy lives in Southington, CT with her two sons, Tyler and Trevor. She enjoys traveling and spending time with family and friends. Tracy can be found supporting her sons’ many activities, which include baseball, skiing, golf, and fishing.

Tracy is a Graduate of Southern Connecticut State University, cum laude, holds a Master’s Certification in Business Continuity (MBCP) from the Disaster Recovery Institute, with a demonstrated proficiency in industry best practices. She is a member of the Association of Contingency Planners (ACP), Connecticut Chapter New England Disaster Recovery Exchange (NEDRIX).

The New York Bankers Service Corp. (NYBSCO) has endorsed Wolf & Company Audit Services and Risk Management Solutions, a trusted advisor to Financial Institutions in New York and throughout the Northeast. Wolf offers audit, tax, internal audit, IT assurance, regulatory compliance, and WolfPAC Integrated Risk Management to over 50 institutions in that geographic footprint.

NYBA is pleased to partner with the following providers.  Click on the links for program calendars and online registration.

Bankwebinars.com |  ABA Webinars  |  GSB Online Classroom  |  ProBank Live Webinars

Each provider also offers the option of listening to past programs. 

For Webinars:  Each site license entitles you to one connection at one location where an unlimited number of listeners can participate.  A typical program consists of one to two hours of presentation and Q&A.  Once you register, you will receive an 800 number to call the day of the program, log-in information, if applicable, a PIN code to admit you to the call, and a link to handout materials.  Webinars include a visual presentation via PC or a PC connected to a projector.

Need training on a specific topic but you missed the broadcast date? Most programs are recorded and available as On Demand Seminars for listening at your convenience on your laptop or mobile device.  The typical recording will give you access to the program for up to three to six months after purchase date.  Anyone at your bank can access the program using your login and password.

New York bankers have called these delivery options, “A time and money saver.” 

Questions: Contact NYBA Professional Development at education@nyba.com.