2025 Risk Assessments, Compliance & Change Management with ERM / Quarter 4 Compliance - Tifton

2025 Risk Assessments, Compliance, and  Change Management with ERM

What do you get when you lay the groundwork with a strong risk assessment, blend your results into your Compliance Management Program, and add in strong measures for change?  You have the ingredients for a recipe for success!  Join us for this interactive class where we will learn from each other as we discuss risk assessments, programs, policies, procedures and processes, and our different approaches to Change Management.  Last but not least, we will consider our contribution in the to the Bank’s compliant and effective Enterprise Risk Management system.

INSTRUCTOR:

Lisa Berry, CRCM, CCBCO and Member
Conformance LLC.


ABOUT OUR INSTRUCTOR:

Lisa Berry is a founding member of Conformance LLC with more than 40 years of experience in the financial services industry. Lisa performs Compliance Management System, Loan and Deposit Compliance, Bank Secrecy Act, Fair Lending, Community Reinvestment Act and ACH reviews. She offers training to our institutions for their Boards and personnel and has been a speaker at state banking schools in the southeast. In addition to regulatory compliance, Lisa’s banking experience has included everything from teller, branch management, correspondent banking and commercial, consumer and mortgage lending. She has worked with a large regional bank and had the incredible experience of being on the ground floor of a de novo bank where she served as the bank’s Chief Risk Officer. Before forming Conformance LLC with Shannon Brasher, Lisa was a Principal with Warren Averett LLC in their Financial Services Division.

Designations and Certifications:
Certified Regulatory Compliance Manager
Certified Community Bank Compliance Officer

Education:
Bachelor of Science
University of Alabama, Tuscaloosa, AL