What Banks are Doing to Streamline Operations

What Banks are Doing to Streamline Operations

What Banks are Doing to Streamline Operations
Tuesday, October 15, 2019
2:30 pm – 4:00 pm Eastern

Bank management is facing both opportunities and challenges with how bank operations are run. Evolving customer demands, new technologies, changing needs for talent and competitive pressures are requiring banks to rethink and retool their back office operations areas. During this presentation Crowe experts will describe how operational processes can be changed, automation and technology can be applied, job roles can be enhanced and management practices revised. Examples of what Crowe sees banks doing effectively will be shared.

What You Will Learn:

  • Describe how operational processes can be streamlined
  • Explain the types of technologies being used to automate processes
  • Identify examples of what banks are doing to improve operational efficiency

Who Should Attend?   

COOs; Deposit, Loan, Retail and Cash Management Operations Managers, CIOs.


Mark Shaw and Bill McNamara

Mr. Mark Shaw has over 40 years of experience in the banking and financial services industry, specifically in the areas of operations, technology implementation, process improvement and technology product support.

Prior to his work at Crowe, Mark served as Senior VP and Chief Services Officer for COCC, the 6th largest financial institution data center in the US. During this time, Mark was responsible for the client services division which encompassed all aspects of the company’s technology products including customer support and relations, client training, system conversions and strategic product and service direction. In addition to this, Mark started COCC’s Professional Services Group where he advised community banks and credit unions on a variety of topics including profitability, customer management and bank technology strategy as well as project management and technology implementation consulting.

In addition to his experiences at COCC, Mark has held several senior management positions with multi-billion dollar community banks throughout New England. In these roles he was responsible for IT, operations, branch administration, regulatory and legal compliance and project management. He has also taken part in managing several bank merger and acquisition fulfillments.

Bill McNamara has over 30 years of banking experience spanning multiple disciplines including internal audit, compliance, security, risk management, technology and project management. Prior to joining Crowe/NBS as Executive Managing Director, Bill was the EVP-Chief Information Officer for over ten years, and last two years was Chief Risk Officer at Union Savings Bank, a $2.4 billion institution in Danbury, CT.

Bill is a graduate of Western Connecticut State University with a BA is Finance and America’s Community Bankers Executive Development Program / Senior Leadership Institute.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Total Training Solutions

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Registration Options
Live On-Demand Link: Live,On Demand playback, and CD-ROM  plus hard copy Handouts.
Live Webinar: Register for the live event and get five days access to the On Demand Playback. You’ll have an opportunity to ask questions during the presentation and be free to review the content for the next 5 (business) days Registration also includes links to presenter materials, handouts, and pdfs.
Additional Hookups: Registering another banker from a different location
On-Demand Link & "Free" CD-ROM: Both live webinar & recorded webinar + free digital download 

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