2015 Education & Training Preview

Transcription

1 2015 Education & Training Preview Don t gamble with your bank s training needs! KBA programs are brought to you by Kansas bankers for Kansas bankers

2 Conferences, Workshops, Seminars February 4 Harold A. Stones Public Affairs Conference & Legislative Cocktail Reception, Topeka This conference and reception will highlight state and federal legislative initiatives being spearheaded by the KBA and will feature remarks from state legislative leaders. Attendees will also visit the newly renovated Kansas Statehouse and call upon their individual state lawmakers. (estimated fee $125) Bank Technology Conference & Showcase, Topeka Designed for both bank managers and information technology personnel, this 1 ½ day program focuses on the latest e-commerce trends affecting the banking industry. An exhibitor showcase, featuring 50+ technology vendors, is held in conjunction with the conference. (estimated fee $220) Winter IRA Workshops Basic & Advanced Sessions, Dodge City, Salina, Lawrence Obtain up-to-date IRA information prior to tax filing. Patrice Konarik will provide attendees with the latest IRA updates and changes, including a comprehensive IRA training manual. (estimated fee $199) March 3-4 Call Report Review and Update Workshops, Hays and Lawrence This workshop will walk you through the complete Call Report process plus any new changes to the Call Report. This is an excellent review for the seasoned preparer. (estimated fee $199) Kansas Ag Bankers Conference, Manhattan Sponsored by KBA Ag Bankers Division (KAB) Tailored for the entry level and experienced ag lenders, participants will gain valuable information that will enhance their decision-making processes. (estimated fee $275 for KAB members; $325 for non-kab members) Bank Directors Workshop, Hays and Lawrence This proactive workshop provides basics on how to correctly interpret the bank s financial statements, review key numbers including net interest spreads, calculate ratios (including capital requirements) and apply these concepts in negotiating with both the bank s management and regulators. Other topics include strategic planning, HR issues and cyber security threats. (estimated fee $199) Tri-State Leadership & HR Conference, Kansas City, MO Co-sponsored by Kansas, Nebraska and Missouri Bankers Associations This conference features training on leadership, management and human resources while providing the opportunity to network with peers from Kansas, Missouri, and Nebraska. (estimated fee $320) April 1-29 Legal Update Seminars 12 locations throughout Kansas KBA Legal Department Director Terri Thomas will present a fast-paced review of financial reform, regulatory mailings, state legislation, State Banking Department memos, UCC rulings, new court cases, and much more. (estimated fee $120)

3 Conferences, Workshops, Seminars 2,7,14, Understanding the New Reg Z and RESPA Integrated Disclosures 15,22,29 This two-hour session will provide detailed information about how these Reg Z and RESPA amendments will modify your institution's consumer lending function. (estimated fee $95) May 7-8 YBOK Spring Conference/Annual Meeting, Dodge City Sponsored by KBA Young Bankers Division (YBOK) Hosted by KBA s Young Bank Officers of Kansas (YBOK), this conference is designed to enhance the leadership and professional development skills of young bank officers, while providing the opportunity to network and learn from each other. (estimated fee $250) 6-9 MOKAN Trust Conference, Overland Park Sponsored by KBA Trust Division This nationally-recognized conference assists members in keeping abreast of current legislative, regulatory and informative issues that impact trust businesses. (estimated fees 1 st $425, additional $350) Lending to Small Business in Today s Economy, Wichita, Overland Park The basics of lending to small business will be covered including small business legal issues and how to provide credit to small businesses using key ratio analysis and cash flow techniques. Negotiation skills will also be addressed. (estimated fee $199) 28 Enterprise Risk Management, Wichita This seminar will examine what we know at this time about activities relating to Enterprise Risk Management. Areas of risk examined: credit risk, market risk, pricing risk, liquidity risk, reputational risk, operational risk, and interest rate risk. (estimated fee $210) June 2-3 Information Technology Audit, Hays and Topeka This seminar will cover business continuity planning, Gramm-Leach-Bliley Act & information security, IT risk management, network security and much more. (estimated fee $210) Frontline Compliance Issues: UCC 3 & 4, CTRs and Security Hays, Garden City, Wichita, Abilene, Chanute, Lawrence This evening program will cover three of the big compliance issues that face your frontline: legal aspects of checks covered in the UCC 3 and 4; checks and holds; and hot topics pertaining to the Currency Transaction Report (CTR). (estimated fee $135) August 6-8 CEO & Senior Management Forum/Annual Meeting, Colorado Springs, CO This three-day program, designed for bank CEOs, executive officers and directors, combines nationally-known speakers and numerous networking opportunities to create one of our most popular annual events. (estimated fee $475/$240)

4 Conferences, Workshops, Seminars Internal Bank Fraud and Embezzlement, Hutchinson, Overland Park Financial institutions have some unique and rampant risks for fraud and embezzlement. This NEW program alerts manage-ment to the symptoms to watch for with a focus on how banks can protect themselves. With stories from the trenches and often overlooked prevention tips, you will be simultaneously educated and entertained during this fast-paced program. (estimated fee $199) Supervisor Boot Camp, Topeka This interactive two day program includes coaching demonstrations and focuses on key pertinent issues such as management effectiveness, performance problems, leading and coaching, and best practices for high performing supervisors. In this high impact workshop, participants will learn through sharing and working through real world scenarios. (estimated fee $365 for two days) 27 CFO/Controller Forum, Topeka This forum is a facilitated platform for CFOs and Controllers to share information, exchange ideas, and discuss important issues with peers in an effort to improve effectiveness as a financial executive. (estimated fee $199) September 2-3 Principles of Commercial/Ag Loan Documentation, Hays and Topeka This seminar is designed to help those who make, manage or review loans become proactive in minimizing loan losses. It focuses on the major concepts, specific requirements and common problems of loan documentation, with a particular emphasis on avoiding loan losses. Seminar will also cover Article 9 and UCCC information. (estimated fee $210) YBOK Fall Conference/Annual Meeting, Manhattan Sponsored by KBA Young Bankers Division (YBOK) Hosted by KBA s Young Bank Officers of Kansas (YBOK), this conference is designed to enhance the leadership and professional development skills of young bank officers, while providing the opportunity to network and learn from each other. (estimated fee $250) Lending Conference, Wichita This 1 ½ day conference features a lending compliance update, legislative update as well as general and concurrent sessions developed specifically for commercial, consumer, and real estate lenders. (estimated fee $210) 23 Employment Law Compliance, Salina This workshop will provide HR professionals with relevant, practical and up-to-date advice in employment law compliance, with a focus on recent developments in federal law and the regulatory agencies initiatives. (estimated fee $250) October 7-8 Technology Discussion Forum, locations TBA These forums will provide a platform and opportunity for IT & operations officers to exchange ideas freely and examine pressing issues in our ever-evolving regulatory, cost-conscience and productivity-driven environment. (estimated fee $220)

5 Conferences, Workshops, Seminars Kansas Trust Conference, Manhattan Sponsored by KBA Trust Division This conference will emphasize the issues important to trust management as well as sessions devoted to trust operations and administration. (estimated fee $199) Lending Fundamentals Seminar, Dodge City, Hays, Hutchinson, Junction City, Overland Park, Parsons This seminar will focus on the compliance aspects of lending and revisions to RESPA and Reg Z. This program will be presented on a basic level, allowing entry-level personnel to learn about the regulatory and compliance sides of lending. (estimated fee $165) November 4 Economic Outlook & Investment Conference, Wichita Attend this annual conference to receive the most up-to-date information on the national economy coupled with strategic investment portfolio ideas, balance sheet tips and capital planning. (estimated fee $199/220) Fall IRA Workshops Basic and Advanced, Wichita, Garden City, Hays, Manhattan, Overland Park With all the IRA plan types, proposed regulation changes and clarifications of existing rules and regulations, this review of the IRA account is a must. Included is a comprehensive IRA training manual. (estimated fee $199) December 3 Ag Risk Management, Salina Management of your customers credit and risk has become an integral part of ag lending in today s environment. This hands-on workshop will examine the factors that are frequently the foundation for financial performance. (estimated fee $199) Webinars KBA offers a wide variety of webinars throughout the year through our Sunflower Webinar Series and our partnerships with Total Training Solutions, BankersEd and the Graduate School of Banking at the University of Wisconsin-Madison. The programs generally consist of 90 minutes of instruction followed by 30 minutes Q & A. Each bank registration provides one connection to the webinar and materials with 30-day replay access. Specific information is available at

6 Schools School of Lending Principles March 9-13, Topeka, KS School of Banking Fundamentals April 13-17, Grand Island, NE Advanced Ag Lending School May 12-14, Grand Island, NE Agricultural Lending School July 20-24, Topeka, KS School of Trust & Financial Services August Omaha, NE Advanced Trust Op/Adm School August 18-20, Omaha, NE Bank Compliance School September 13-18, Topeka, KS Bank Compliance Update School September 16 Nebraska TBA September 17 Topeka, KS (Open to graduates of Bank Compliance School only) Advanced School of Banking Year 1 October 5-9, Grand Island, NE Principles of Commercial Lending October 26-30, Topeka, KS Commercial Lending School October 26-30, Topeka, KS July 12-24, Boulder, CO August 2-14, Madison, WI Bank Technology Management School, April Human Resource Management School, April Financial Managers School, September GSB/WIPFLI Strategic HR Forum, October 2-3 Bank Technology Security School, October 11-16

7 In-House Training KBA Delivers Training Right to your Doorstep No one knows your training needs better than you. In today s busy banking environment, it is difficult to provide training for all of your staff in a timely, convenient and affordable format. KBA has developed numerous on-site training programs that can be customized to meet the specific needs of your bank. Many of these may be offered in a webinar format as well. If you don t see what you re looking for, please call and we ll do our best to provide it. Please browse the topics listed below and call Becky Tongish at the KBA today to book your training seminars. btongish@ksbankers.com or , ext In-House Training Topics Legal/Regulatory Compliance Bank Bribery Act Bank Protection Act Bank Secrecy Act Bank Security/Fraud/Loss Prevention FACT Act FDIC Deposit Insurance Home Mortgage Disclosure Act Lending Compliance Real Estate Settlement Procedures Act Truth in Lending Act Regulation Z Truth in Savings Act Regulation DD USA Patriot Act Retail Banking Skills Building & Retaining Customer Relations Cross-Selling Deposit Products Effective Referrals Fundamentals of Consumer Lending Introduction to Relationship Selling Sales Coaching Revitalizing Customer Service These popular KBA programs can be customized and delivered in-house: Deposit Compliance, Lending Fundamentals, Legal Update, Account Documentation Instructors: We utilize a number of instructors, including KBA s Terri Thomas, to conduct in-bank training. The presenter selected is dependent on the topic and timing of the training. Please contact Becky Tongish for pricing and speaker information.

8 KBA Training Partners Just as bankers need to respond to their customers needs, we make it a top priority to respond to yours. Online Training Providers Provides state-of-the-art, Internet-based training using interactive and engaging coursework combined with a learning management system to manage training activities. Consists of skill-building courses covering retail, consumer, small business and commercial banking topics as well as compliance and trust. All courses are completed over the Internet. Online training provider offering in excess of 750 regulatory compliance, financial skills and professional development courses with targeted tracks for specific job functions. Offers six certification programs focused on specific information technology needs. Each certification course is ten weeks and may be completed online at the student s convenience. Webinar Training Providers Sunflower Webinar Series These webinars originate at the KBA and tend to focus on need-to-know, Kansas specific training topics. This is an ideal way for us to disseminate information in a timely manner on a law or regulation change. Provides relevant and hot topic training featuring some of the finest presenters in the industry. Offers a variety of webinars and a number of ways to view them, including the live broadcast, six months access or audio CD. KBA/BankersEd Webinars KBA is one of 30+ state bankers associations who have joined together to offer industry-specific training using nationally-known presenters. Programs may be viewed live or on-demand. KBA partners with the Graduate School of Banking at the University of Wisconsin-Madison to offer webinar training designed to meet the dynamic needs of today s busy financial professional. May be viewed live or on-demand. For more information on KBA s training resources, please visit

9 Educational Resources Becky Tongish Senior Vice President Becky Milne Vice President Mary Taylor Marketing Coordinator Nicole Ortiz Education Assistant Watch our weekly E-source and website for additional programs to be added. If you are not receiving our E-source, please a member of our staff to be added to the distribution list. 610 SW Corporate View PO Box 4407 Topeka, KS Phone: FAX: