Sep 22, 2026 to Sep 24, 2026
One of the greatest investments employers can make is in the continued education of their employees. Seminars, workshops, conferences and schools not only provide professionals with an updated and contemporary framework to make better judgments and more informed decisions but also assist in developing a resourceful network of peer bankers.
The IBA Foundation, Inc. prides itself on providing members with one of the best nonprofit banker education programs in the country. Featured in this brochure is the highly acclaimed 2026 Mortgage Lending School, which addresses the most immediate and relevant training needs of the financial industry.
We know that bankers demand a strong return on education, “ROE,” in terms of dollars, time and effort spent.
You can count on this school to provide:
8:30 a.m. Registration & Continental Breakfast
9:00 a.m. Program Begins
12:00 Noon Lunch (included)
1:00 p.m. Program Resumes
5:00 p.m. Program Adjourns
*School will adjourn at 12:00 p.m. on September 24.
Learning Objectives
Loan Application & Interviewing
Secondary Mortgage
Lending to Self-Employed Borrowers
Underwriting
Regulatory Compliance
Construction Financing & Site Visit
Loan Originations
Appraisals
The faculty for the 2026 Mortgage Lending School represents a wealth of lending experience and the ability to communicate this experience in an effective & enjoyable manner.
Paul R. Osborne, Crowe LLP
Mr. Osborne is a retired partner of Crowe LLP who was responsible for directing the development and support of Financial Services Risk Consulting Services, focusing on internal audit, corporate governance, ESG, TPRM, mergers and acquisitions, consumer compliance, BSA/AML & terrorist financing risk assessments, BSA/AML independent audits, trust department operational & administrative reviews, cybersecurity and IT systems audits. Before joining Crowe in 1994, for 15 years Paul served in the role of chief risk officer for a multi-state $30B bank holding company.
Who Should Attend
Bankers who have not been exposed to formal mortgage lending training and lenders who want to broaden their mortgage lending knowledge will benefit from the school. Graduates will be better prepared to serve effectively and profitably as mortgage loan officers. Students should have a solid foundation in the areas of accounting, financial statement analysis, and economics. This understanding can be evidenced by AIB courses, college courses, in-house programs, self-study and/or experience. Students are expected to have had relevant banking experience prior to the school. This means a college degree and at least one year of experience, or a high school diploma and five years of banking experience.
Tuition is $599 for IBA Members.
Fees include, casebook, study materials, continental breakfast, lunch and refreshment breaks each day.
Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or non-member rates. Surcharge of 100% for Non-Members.
All classes will be held at the IBA Center for Professional Development, 8425 Woodfield Crossing Blvd. Suite 155E, Indianapolis, IN 46240. Students are responsible for securing their overnight rooms. Please click here for a list of local hotels.
Selection of Applicants
All applications and full registration fees must be received in the IBA office by September 2, 2026. The IBA Board of Education will consider all applications, determine acceptability and notify the applicant.
This school will be held at the IBA Center for Professional Development, 8425 Woodfield Crossing Blvd, Suite 155E, Indianapolis, IN 46254. Directions, map & list of hotels are available at www.indiana.bank or by calling 317-387-9380.
Laurie Rees, Senior Vice President of Professional Development
LRees@indiana.bank
Molly Gibbs, Assistant Vice President - Education & Training
MGibbs@indiana.bank
Susan Clark, Professional Development Coordinator
SClark@indiana.bank
Silvia Regalado, Professional Development Coordinator
SRegalado@indiana.bank
Any registrant withdrawing on or before September 2, 2026, will receive a refund less a 10% cancellation fee. For registrants withdrawing after September 2, but on or before September 9, the refund is less a 50% cancellation fee. Any registrant withdrawing after September 9, 2026, or who is a “no show” forfeits the entire tuition. All requests for refunds must be submitted in writing. Extenuating circumstances are reviewed on an individual basis. Substitutions are permitted without added cost or penalty.