Apr 15, 2020
The Indiana Bankers Association (IBA) is pleased to present “Essentials of Banking”, 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 Dianne Barton and Trina McCoy.
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 session’s manual will be sent and funds will be forfeited.
9:00 a.m. Program Begins
12:00 Noon Lunch
1:00 p.m. Program Resumes
4:00 p.m. Program Adjourns
This training will be held on online! You will receive your manual 2-3 days in advance should you want to print this to have during training. At this time, you will also receive log in instructions.
Evolution of Banking
The Federal Reserve as the Central Bank of the United States
Understanding USA State and Federal Financial Institution Regulatory Agencies Group
Banking and its Regulation: A Thematic and Historical Update
Trina McCoy is the Senior Consultant and Facilitator, for Performance Solutions, Inc. (PSI), is a training and consulting company that has been a part of the banking community for over 35+ years. PSI specializes in providing solutions to the key challenges facing banks today in attracting and building relationships with their customers. Trina McCoy started her career with a regional bank in 1999 as an in-store branch manager and later managed a traditional branch. Trina also served as a Regional Manager and City President where she assisted with the opening of over 30 branches and was responsible for managing, training and operational duties. She has also served on the Board of Directors for Junior Achievement. Trina enjoys spending time with her family, shopping, gardening and decorating.
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.
$850 - Full Program
$225 - Each Individual Session
Fees include the program and materials.
Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates. 100% surcharge for non-members.
We're Going Virtual! While we may not be able to get together "in person" for this event as originally planned, we know that education/training to stay current is important. That's why we're taking this seminar online via webinar technology. Same instructor with the same content, but you'll have the ability to join from wherever you're located, from the convenience (and safety) of your computer. We look forward to seeing you online!
Laurie Rees, Vice President, Education & Training
Marcy Borden, Education Coordinator
You will receive an e-mail confirmation at registration. If you have questions, contact Marcy Borden via e-mail at email@example.com or by phone 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 1 day prior or absences on the day of the program. Substitutions are welcome at