Banking 101 - Virtual Training (Essentials of Banking Workshop #1)

Date:

Mar 9, 2023

Location:
Virtual Training

PDF Brochure coming soon!

Commercial banking can be intimidating because of its complexity and the risk-oriented nature of the work. This course is a clear and thorough introduction to the key concepts, terminology, and processes involved in credit and lending. It doesn’t assume much prior knowledge of the topic, so it’s ideal for those in their first year in the industry. Learners will walk away with a clear understanding of their job and how their specific role fits into the bank’s overall profitability goals.

Agenda

8:30 a.m. Registration & Log In
9:00 a.m. Program Begins
Noon Lunch 
1:00 p.m. Program Resumes
4:00 p.m. Program Adjourns
All Times in EST

Topics
  • Evolution of Banking
    • History and Development of the U.S. Banking System
  • The Federal Reserve as the Central Bank of the United States (FED)
    • Organization of the Federal Reserve System
    •  Roles and responsibilities of the FED
    •  U.S. Monetary Policy
  • U.S. State and Federal Financial Institution Regulatory Agencies
    •  U.S. Department of the Treasury
    •  Federal Reserve Board (FRB)
    •  Federal Deposit Insurance Corporation (FDIC)
    •  Office of the Comptroller of the Currency (OCC)
    •  Consumer Financial Protection Bureau (CFPD)
    •  National Credit Union Administration (NCUA)
    •  Federal Financial Institutions Examination Council (FFIEC)
    • Conference of State Bank Supervisors
  • Banking and its Regulation
      •  Code of Federal Register
      •  Alphabet Soup
      •  Overview of Key Bank Regulations
    Speaker(s)

    Christie Drexler has over 26 years of experience in the financial industry, serving community and regional banks. Her experience has been expansive to include successfully navigating retail, operations, treasury services, and commercial banking careers. She has served as Chief Retail Officer, Chief Credit Officer, and Market/Division President. Christie is a passionate facilitator and coach with a focus on developing competent, caring, and impactful leaders in all roles of banking.

    Fees

    IBA Members - $259

    Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or non-member rates. A surcharge of 100% for Non-Members.

    location

    Virtual Training

    This one-day seminar is being offered virtually via Zoom technology.

    Association Contact

    If you have questions, contact Beth Abney via e-mail at babney@indiana.bank or phone the IBA Office at 317-387-9380.

    Cancellation Policy

    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 or absences on the day of the program. Substitutions are welcome at any time.