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Managing Risk
in Times of Rapid Growth
Networking Dinner

April 26th, 2023, 6:00 – 8:30 PM ET

New York (Venue to be finalized)

May 18th, 2023, 6:00 – 8:30 PM ET

New York (Venue to be finalized)


MANAGING RISK IN TIMES OF RAPID GROWTH

Networking Dinner

April 26th, 2023, 6:00 – 8:30 PM ET

New York (Venue to be finalized)

May 18th, 2023, 6:00 – 8:30 PM ET

New York (Venue to be finalized)

Presented by

Protecht

Here’s what we’ll discuss:

As your financial institution grows, is your risk management program evolving and maturing appropriately to stay ahead of expectations? There is significant regulatory scrutiny as you approach the $3B and $10B AUM benchmarks.

How are you preparing your bank, credit union, or financial services organization to achieve growth targets while building and demonstrating effective risk and compliance management?

In these sessions, we’ll discuss key considerations risk and compliance leaders must address:

  • Establishing a risk culture or a culture of compliance in your organization
  • Increasing mergers and acquisition (M&A) activity and the impact on enterprise risk management
  • The role of cyber-security, the ongoing digitization of banking services, and the use of third parties to deliver critical services
  • Increasing scrutiny from the DOJ, which puts pressure on CCOs and CROs to continuously manage a changing risk profile

Agenda

Dinner in New York

Venue to be finalized

6:00 pm – 6:15 pm

Welcome

6:15 pm – 7:00 pm

Roundtable Discussion

7:00 pm – 8:00 pm

Dinner

8:00 pm – 8:20 pm

Networking

8:20 pm – 8:30 pm

Closing

Solution Expert

Terence Lee
VP of Risk, NA at Protecht
LinkedIn

Dinner in New York

Venue to be finalized

6:00 pm – 6:15 pm

Welcome

6:15 pm – 7:00 pm

Roundtable Discussion

7:00 pm – 8:00 pm

Dinner

8:00 pm – 8:20 pm

Networking

8:20 pm – 8:30 pm

Closing

Solution Expert

Terence Lee
VP of Risk, NA at Protecht
LinkedIn

This is an executive peer group meeting for 10-15 Senior leaders. We use a conversational, story-telling approach that works best when everyone participates.

Who should apply for an invitation?

Financial Services Leaders who want to improve and build a culture of risk and compliance
Decision-makers who have buying authority for their organization.

Participation in this in-person Networking session is no cost to qualified attendees. Once you’ve completed the registration, we’ll confirm your invitation and send you a calendar invite with directions to the venue.

We will follow COVID guidelines mandated by the government and the venue.

Register to Attend














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