2018 Essentials of Banking

Date: 
Oct 17, 2018
IBA Center for Professional Development
8425 Woodfield Crossing Blvd, Suite 155E
Indianapolis
IN
46240
USA
Program Overview: 

Click Here for a PDF Brochure

The Indiana Bankers Association (IBA) is pleased to present “Banking Essentials”, four, one-day seminars offered at the IBA Center for Professional Development in Indianapolis. A must for the newer community bank employee, this series is designed to provide a complete knowledge of banking principles and operations. It is also geared toward veteran employees as a refresher course.

This popular program also boasts a staff of instructors who are not only popular IBA speakers, but also some of the best presenters in the banking field including David Kemp, Dianne Barton and Jim Rechel.

While it is recommended that the individual attend all four sessions of the series to receive an entire overview of banking, each session’s material stands alone; one session is not a prerequisite for another. From year to year, IBA plans to offer the same series beginning with any session. However, if you want your staff to learn about the material presented in a particular session, the program provides a thorough education and may be attended as a stand-alone class.

Series registrants cannot carry over funds to the next year’s four-seminar sequence. If you cannot attend one of the sessions, another individual from the bank may be sent as a replacement or that sesssion’s manual will be sent and funds will be forfeited.

Topics: 

For complete details of the Essentials of Banking, click on the PDF Brochure above.

Who Should Attend
Any and all bank staff with up to five years’ experience and/or veteran employees who are looking for a refresher course.

Speaker: 

Dianne Barton is the Founder and President of PerformanceSolutions, Inc. As a former banker, her services, which include a broad scope including strategic planning, leadership & management development, regulatory and compliance implementations, retail growth strategies, and sales & service culture development, are recognized as “real world   banking solutions”.

Dianne’s training programs are designed to “close the gap” between banks’ needs and employees’ skills.  A philosophy of experiential learning and participant involvement in training led to the development of her “TELL-SHOW-DO” training method that is skill based rather than theory based. The training limits lecture discussions to a maximum of 7-9 minutes, relying on an active, high energy, “hands on” approach by the participants.

Agenda: 

Agenda for Each Session

8:30 a.m. Registration & Continental Breakfast
9:00 a.m. Program Begins
Noon Lunch (on site)
1:00 p.m. Program Resumes
4:00 p.m. Program Adjourns

Location: 

IBA Center for Professional Development
8425 Woodfield Crossing Blvd, Suite 155E
Indianapolis, IN  46240

Fees: 

The “Essentials of Banking” is priced for maximum flexibility. The bank receives a significant discount by registering for the entire series. The bank may send the same person or a different individual for each session. Furthermore, the bank’s registrant may attend any of the sessions as a single seminar.

Series Registration
IBA Member                                                    Non-Member
$850                                                  $1700

Individual Sessions
IBA Member                                                    Non-Member
$225                                                  $450

 

Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or non-member rates.

 

Additional Information: 

Additional Speakers:

David L. Kemp, Bankers Management Inc., has more than 20 years’ experience & management responsibility in credit administration and new business development. Before starting his consulting firm, Kemp was vice president & director of credit services for Cannon Financial Institute. He also served as vice president of corporate finance for Citicorp North America and a branch manager & commercial lender for two southern banks. His areas of expertise include all types of commercial loans, mergers and acquisitions, leveraged finance, capitalmarkets and portfolio management.


James D. Rechel, president of the The Rechel Group, Inc., specializes in security intervention solutions. Rechel was director of bank protection for Fifth Third Bank in Cincinnati, Ohio, & had responsibility for the fraud prevention and investigation program for the credit & debit card portfolio. Prior to this, Rechel held various positions within the bank protection department. He was a loan officer for Fifth Third Bank and was a special agent with the FBI & investigated white-collar crime, including bank fraud, government corruption, bank robberies, and narcotics cases. He is a past board member of the American Society for Industrial Security (ASIS) and the International Association of Financial Crimes Investigators (IAFCI).

Association Contact: 

Laurie Rees, Vice President - Education & Training
Lrees@indianabankers.org

Marcy Borden - Education Coordinator
mborden@indianabankers.org

Elizabeth Kilty - Education Coordinator
ekilty@indianabankers.org

Cancellation Policy: 


The IBA will send confirmations at registration.  If you have questions, contact Marcy Borden via email at mborden@indianabankers.org. or at 317-387-9380.

Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. Within two days prior, 50% of the fee is assessed. Refunds are not provided for cancellations the day before or absences on the day of the program. Substitutions are welcome at anytime.

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