Global Webinar Series 2023

FinPro is registered with the National Association of State Boards of Accountancy (NASBA) 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 for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

2023 Webinar Package Overview

$2,700

Benefits of the Global Webinar Package include:

FinPro’s Global Webinar Package is a series of hard-hitting webinars offered throughout the year.
The Global Webinar Package is structured with one flat fee per year that allows unlimited director and employee participation.
The webinars are 60 minutes and occur on Wednesday’s bi-monthly at 11:00 am ET.

All webinars are timely, strategic, and on the cutting edge of what is possible in the industry.
All webinars are recorded, so if you can’t attend the live webinar, you can view the recording at your convenience.
All of our live webinars qualify for CPE credits. The CPE credits apply to the live webinars only.

For C-Suite

Early bird pricing includes UNLIMITED C-Suite, board member, and employee participation (a $3,520 value!)
3 series: Economic Series + Strategic Series (recommended for C-Suite) + Industry Knowledge Series
16 live webinars + 4 bonus webinars --
view the recordings at your convenience
BONUS: First 100 sign-ups get access
to the remaining 2022 webinar series
(a $1,000+ value!)

For Board Members

3 series: Economic Series (recommended for board members) + Strategic Series + Industry Knowledge Series
Brand new topics added for 2023
Listen LIVE to thought leaders in the regulatory space
BONUS: Get actionable downloads with every webinar, such as, sample policies

For Employee Access

All live webinars qualify for CPE credits
Unlimited employee participation
Price increases on Dec. 1, 2022 — Register today to lock in your company’s unlimited access

Webinars Included in this Package:

Economic Series
Q1 Economic Update	1/11/23 11am ET
Q2 Economic Update	4/12/23 11am ET
Q3 Economic Update	7/12/23 11am ET
Q4 Economic Update	10/4/23 11am ET

Strategy Series
Portfolio Analytics	2/15/23 11am ET
Funding	4/26/23 11am ET
Fee Income and Expense	6/7/23 11am ET
Planning	8/16/23 11am ET
M&A	10/25/23 11am ET
Corporate Governance	12/6/23 11am ET

Industry Knowledge Series
Regulatory Update	1/25/23 11am ET
Technology Update	3/15/23 11am ET
Risk Update	5/17/23 11am ET
Capital Markets Update	7/26/23 11am ET
Value	9/13/23 11am ET
Hot Topics	11/15/23 11am ET

Featured Presenters

DONALD J. Musso

President & CEO, FinPro

Donald founded FinPro, Inc. in 1987. He is a frequent speaker at various trade association functions and teaches at the Stonier Graduate School of Banking and the Graduate School of Banking at Colorado along with its affiliate the Executive Development Institute for Community Bankers. He has authored numerous articles and papers on community banking and is frequently quoted in various banking publications. Donald is often at the forefront of challenging banking policy. He is a founder of de novo banks and a significant investor in many community banks and has served in board, managerial and advisory roles with all types of financial institutions.

SCOTT C. Martorana

Executive Managing Director, FinPro

Scott has expertise in capital markets engagements including mergers and acquisitions, capital raising, stock valuations and fairness opinions. His work in FinPro’s consulting division also provides extensive experience managing consulting engagements including strategic planning, de novo bank formation, enterprise risk management, and asset/liability management. As part of his work for the firm's service lines, Scott has conducted numerous Board of Director and Management retreats, focusing on strategic initiatives and corporate governance education.

MATTHEW K. MILLER

Executive Managing Director, FinPro

Matthew is one of the foremost experts in strategic planning and value creation for financial institutions. He is a student favorite at the Graduate School of Banking Colorado as well as the Executive Development Institute where he teaches regularly. He also has extensive experience on mergers and acquisitions, stock valuation, appraisals, and market feasibility engagements.

Scott M. Polakoff

Executive Vice President, FinPro

Scott joined FinPro to co-lead its regulatory practice after serving over 22 years with the Federal Deposit Insurance Corporation (8 years as the Chicago Regional Director) and 4 years with Office of Thrift Supervision as its Chief Operating Officer. From 2009 to 2011 he was a Principal at Booz Allen Hamilton as a leader in the core financial services group. His clients have included the FDIC, SEC, NCUA and the U.S. Treasury.

Customer Testimonials

Norm Plumstead, President & CEO - Honor BankHonor Bank began subscribing to FinPro's webinar series in 2015, and they have since become required viewing for our Senior Management team. The topics are varied, timely, and on point, and always include actionable recommendations. Plus, Don and the team never shy away from slaying sacred cows when necessary.

Carissa Rodeheaver, Chairman, President & CEO - First United Bank & TrustThe FinPro webinar series provides huge value to our board, management and associates through current and practical ideas. The topics are informative and speakers and panels engaging, providing bankers with useful and strategic ideas for implementation. The recordings provide a fallback when scheduling conflicts arise. Our bank considers the webinars a substantive addition to our ongoing training and education.

Reach Out

Questions on the Webinar Package? Reach out to us and we will be of any help that we can.