Event Calendar

Tuesday, December 13, 2022

Webinar - Consumer Account Documentation: Best Practices

Date(s): December 13, 2022

Time: 9:00 AM  MST - 10:30 AM  MST

Opening even a basic checking account can involve considerable time, paperwork, and risk!  Every accountholder’s situation is different and there is often uncertainty about account ownership, required identification, and how to conduct appropriate due diligence.  It can be daunting to meet regulatory requirements, make consumers aware of your institution’s products and services, and provide a positive service experience throughout the process.  This jam-packed session will dissect consumer account opening compliance issues, go through the account opening operation from start to finish, and provide loads of tools to incorporate into your process.

Virtual Marketing Conference

Date(s): December 13, 2022 - December 14, 2022

Time: 9:00 AM  MST - 12:00 PM  MST

This event is designed for the marketing department in your bank.

Tuesday, December 13, 2022 
Wednesday, December 14, 2022

Topics Include:

  • Developing a Marketing Plan 
  • Compliance Issues for Different Marketing Platforms
  • How to Balance Your Marketing Budget to Get the Most Good 
  • Performance Marketing
$750.00 per bank for ICBA/NM Members
            (Included in the ICBA/NM 2022 V-Con Education Package)

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