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Professional Development
PLANNING CALENDAR
2014
Public Policy & Grassroots
ABA Mutual Community Bank
Conference
ABA Government Relations
Summit
March 23–24, 2014
March 24–26, 2014
Omni Shoreham, Washington, DC
Omni Shoreham, Washington, DC
(Open to Bankers, Bank Directors, Trustees and State
Association Executives only)
(Open to Bankers, Bank Directors, Trustees and State
Association Executives only)
This event is an opportunity to bring the concerns of
mutual institutions to Washington. Participants will
meet with regulators and congressional representatives and weigh in on issues that will affect the future
of financial institutions and their communities. Topics
will include prospects for the mutual industry, regulatory
perspectives, mergers and acquisitions, appraisal and
accounting issues in mutual combinations, regulatory
restructuring and marketing in difficult times.
The ABA Government Relations Summit is your opportunity
to educate lawmakers and regulators about the vital
role banks play in the economy. Institutions of all sizes
and charters from around the country come together
to advocate for the issues involving banking and seek
positive changes for the industry.
aba.com/Mutual
Free to attend.
aba.com/Summit
Free to attend.
Key to Symbols
<5 Years’ Experience
5-10 Years’ Experience
10
+
10+ Years’ Experience
Continuing Education Units Available
Mobile App
2014 Planning Calendar | 1
Lending
ABA Real Estate Lending
Conference
ABA National Commercial
Lending School
April 6–8, 2014
March 29–April 4, 2014
Charleston Marriot, Charleston, SC
Southern Methodist University, Dallas, TX
The only residential and commercial lending event
designated specifically for bankers, this is the industry’s
most informative conference. Attendees will learn the
new rules of lending and how to stay in compliance;
discover how to take advantage of new and revised
lending programs and systems; and return with new
tools and solutions for managing risk and growing
market share.
Heightened competition from new players, economic
turmoil, ever-changing regulations and rising risks
all threaten your commercial lending business. This
highly interactive school offers your staff solutions to
everyday challenges, from cash flow and underwriting
to minimizing the cost of problem loans.
aba.com/REL
Member/Service Member . . . . . . . . . . . . $1,290
Non-Member . . . . . . . . . . . . . . . . . . $1,690
aba.com/CLS
Member/Service Member/Government . . . . $2,395
Non-Member . . . . . . . . . . . . . . . . . . $3,395
ABA Graduate Commercial Lending School
March 29–April 4, 2014
ABA Financial Statement Analysis
For Lenders
March 28–29, 2014
Southern Methodist University, Dallas, TX
This review session is for participants who need a refresher
course on the basics of commercial lending or have not
had complete credit training in the past. Reviews the
basics of the balance sheet and operating statements,
auditors reports, ratio analysis, cash flow, statements,
working capital, commercial collateral, and more.
Southern Methodist University, Dallas, TX
Gives commercial lending leaders the advanced skills
in portfolio management with topics such as banking
and the economy, loan pricing, credit risk management,
comprehensive case studies, and much more.
aba.com/CLS
Member/Service Member/Government . . . . $2,395
Non-Member . . . . . . . . . . . . . . . . . . $3,395
aba.com/CLS
ABA National Agricultural
Bankers Conference
Member/Service Member . . . . . . . . . . . . . $795
Non-Member . . . . . . . . . . . . . . . . . . . $895
November 10–13, 2013
Hyatt Regency Minneapolis, Minneapolis, MN
Join the largest gathering of agricultural banking specialists on the planet this November in Minneapolis. The
current prosperity, prospects for the future, and how you
can win in this environment will be the focus. If you’re
in agricultural credit, you’ll be there.
aba.com/AgConference
Member . . . . . . . . . . . $950 / Early Bird - $875
Non-Member . . . . . . . . . . . . . . . . . . $1,425
Dates and rates are subject to change.
Other Ways
to Learn
ABA eLearning — our
self-paced online training
If your training requires consistency,
efficiency and economy across a
geographically distributed staff, ABA
eLearning provides high quality content
that improves the performance of your
employees and your institution. Twentyseven (27) new courses cover traditional
C&L Lending, Commercial Real Estate and
Residential Lending:
• Highly interactive and engaging
• Assessments that validate learning
• Available 24/7/365.
Visit www.aba.com/training for a
complete course list or contact us at
[email protected] for more information.
2014 Planning Calendar | 3
Risk Management & Compliance
ABA National Compliance
School
ABA Graduate School of
Compliance Risk Management
October 19–25, 2013
October 20–25, 2013
Emory Conference Center and Hotel, Atlanta, GA
Emory Conference Center and Hotel, Atlanta, GA
March 21–27, 2014
October 19–24, 2014
Doubletree Hilton Mission Valley, San Diego, CA
Emory Conference Center and Hotel, Atlanta, GA
October 18–24, 2014
This school is designed for experienced compliance
officers and focuses on managing an effective compliance program. Students learn to manage change in an
environment of rapid growth, to ensure effectiveness and
integrity in audits and internal reviews and to negotiate
and influence decision-making.
Emory Conference Center and Hotel, Atlanta, GA
Gives compliance professionals an essential technical
understanding of major compliance issues and regulations, and lays the groundwork for them to develop and
maintain an effective compliance program.
aba.com/CS
Deposit or Lending Module
Member/Service Member/Government/ICB . . $2,495
Non-Member . . . . . . . . . . . . . . . . . . $3,295
Both Modules
Member . . . . . . . . . . . . . . . . . . . . $3,395
Non-Member . . . . . . . . . . . . . . . . . . $4,395
aba.com/GSCM
Member/Service Member/Government/ICB . . $2,395
Non-Member . . . . . . . . . . . . . . . . . $3,395
ABA/ABA Money Laundering
Enforcement Conference
for AML and Fraud Professionals
November 17–19, 2013
ABA Intermediate Compliance
School - Applying Compliance
Solutions
March 21–23, 2014
Doubletree Hilton Mission Valley, San Diego, CA
Provides practical application experience beyond technical knowledge and foundational information. This school
was developed in response to past attendees’ requests
for advice on applying regulatory content.
aba.com/ICS
Member/Service Member/Government/ICB . . $2,395
Non-Member . . . . . . . . . . . . . . . . . . $3,195
Washington Marriott Wardman Park Hotel,
Washington D.C.
November 9–11, 2014
Gaylord National Resort and Convention Center,
National Harbor, MD
Co-sponsored with the American Bar Association
this is the year’s must- attend event for those at the
forefront of safeguarding their institutions against
money laundering risks. Bringing together senior
officials from regulatory agencies, experts from banks,
and the legal community, this conference addresses
the latest strategies and tactics.
aba.com/MLE
Member/Service Member/Government/ICB . . . $1,290
Non-Member . . . . . . . . . . . . . . . . . . $1,690
Dates and rates are subject to change.
ABA Insurance Risk
Management Annual Forum
ABA Regulatory Compliance
Conference
February 2–5, 2014
June 8–11, 2014
Hilton La Jolla Torrey Pines, San Diego, CA
Hyatt New Orleans, New Orleans, LA
Insurance risk managers return to this event for up-tothe-minute reports on shifting regulatory requirements
and the tools to tackle challenges posed by both increased
government scrutiny and institutional demands. Attendees
will learn how to mitigate exposure, discover and evaluate
new insurance products and services, and identify new
emerging risks. Helps insurance risk specialists benefit
from the experiences of their peers to shape the industry’s
future. Provides opportunities to meet with your institutions’
brokers and underwriters, saving you time and money.
Bank compliance officers, auditors, counsel and other who
play a critical role in their institution’s overall compliance
program can benefit from this nationally recognized onestop-shop resource for the latest compliance resources,
strategies and tools. Our comprehensive conference
agenda provides the latest regulatory guidance and
best practices, designed and delivered by the nation’s
leading experts, and the unique opportunity to access
senior regulatory officials directly.
aba.com/IRM
Member/Service Member . . . . . . . . . . . . $1,290
Non-Member . . . . . . . . . . . . . . . . . . $1,690
aba.com/RCC
Member/Service Member/Government/ICB . . . $1,290
Non-Member . . . . . . . . . . . . . . . . . . $1,690
ABA Risk Management Forum
April 9–11, 2014
Walt Disney World Swan, Orlando, FL
This Forum is designed to provide attendees with the
strategies, best practices and tools to build a stronger
risk management program at their institutions. The
program covers a wide range of current and emerging
risks, including operational risk, enterprise risk, cyber
risk, regulatory risk and physical security. Attendees will
hear from leading risk management experts, connect
with their peers and bring back practical ideas for
implementation.
aba.com/RiskMgmt
Member/Service Member/Government/ICB . . . $1,290
Non-Member . . . . . . . . . . . . . . . . . . $1,690
Other Ways
to Learn
Your bank now faces unprecedented
scrutiny from regulators and examiners—
all with a more critical eye towards
compliance training within the bank.
ABA online lending
compliance courses and the
ABA Certificate in Lending
Compliance
A cost-effective solution to build your
lending compliance skills. Flexible access
via computer, laptop, and most tablets.
Visit aba.com/OCCP for a list of courses.
Free Frontline
Compliance Training
As an ABA member bank, your frontline
employees have unlimited access to
high-quality online regulatory compliance
training for free. Take advantage of this
unique member benefit.
Visit aba.com/Frontline
2014 Planning Calendar | 5
Retail & Business Banking
Other Ways
to Learn
AIB certificates and diplomas
AIB offers 8 skill-building certificates and
11 career-building diplomas covering the
core competencies needed for positions
from Teller to Small Business Banker. And
all the courses needed are available in one
of our two online formats—self-paced or
instructor-led.
Any of the AIB certificates can be launched
from ABA’s Learning Management System
(LMS) or loaded onto your bank’s LMS for
easy access and management of your
employees’ training. This curriculum
provides managers with an affordable
baseline training program that can be
enhanced with your bank’s products, policies
and procedures.
Visit www.aba.com/Training for a list of
diplomas and certificates or contact us at
[email protected] for more information.
Dates and rates are subject to change.
ABA Marketing Conference
ABIA Annual Conference
September 22–24, 2013
September 15–18, 2013
Grand Hyatt San Antonio, San Antonio, TX
Sawgrass Marriott, Ponte Vedra, FL
September 7–9, 2014
More than any other national group, the American Bankers
Insurance Association, an affiliate of the ABA, understands the importance of staying on top of issues and
developments that impact the bank-insurance industry.
The conference will feature bankers from bank-owned
agencies and bank insurance programs sharing solutions
and ideas with peers—exploring innovative ways to
serve their customers, ensure quality and compliance,
and grow their businesses.
Walt Disney World Dolphin, Orlando, FL
Bank marketers receive practical, proven ways to
increase deposits, create new revenue streams, and
increase customer confidence and satisfaction. This
conference provides insightful case studies, inspiring
ideas, and breakthrough thinking—all designed for
immediate implementation. Attendees leave with the
latest marketing trends and their impact on the bank
business model, practical tools, solutions and strategies
to address profitability challenges; and much more.
aba.com/MKTG
aba.com/ABIAAnnual
ABIA Member . . . . . . . . . . . . . . . . . . $1,095
ABIA Non-Member . . . . . . . . . . . . . . . $1,895
Member/Service Member/ICB
Marketing Network . . . . . . . . . . . . . . . $1,290
Non-Member . . . . . . . . . . . . . . . . . . $1,690
ABA School of Bank
Marketing and Management
June 18–25, 2014
Emory Conference Center and Hotel, Atlanta, GA
Intelligent marketing and solid marketing planning
skills affect all aspects of banking, including profitability. At this school, the only one of its kind, bankers
learn techniques and strategies to enhance marketing
efforts, develop strategies to promote new products,
and receive a solid foundation in marketing principles
and management practices.
aba.com/SBMM
Member/Marketing Network /Service Member $2,945
Non-Member . . . . . . . . . . . . . . . . . . $3,945
2014 Planning Calendar | 7
Executive Development
ABA National Conference for
Community Bankers
February 23–26, 2014
February 16–19, 2014
Waldorf Astoria, Naples, FL
JW Marriot Desert Ridge, Phoenix, AZ
Community bank CEOs gain insights into industry
trends, and discover answers to the many challenges
facing banks today. Our banker-designed program
provides information and advice on the latest industry
developments, legislative and regulatory actions, and
products and services available to community bankers.
Participants enjoy informative sessions tailored to community banks on business, the economy and the banking
industry, including: management strategies; technology;
new regulations; mobile banking; social media and more.
Plus, there’s plenty of networking opportunities and an
exhibit hall filled with the latest products and services
to improve your bottom line.
ABA Seminar for Presidents
An interactive retreat designed exclusively to meet the
needs of today’s bank executive. Participants will design
strategies for success, re-charge their energy, and tap
into the creativity of peers and leading industry advisors. This is the only program of its kind—designed for
and restricted to top executives—providing a strategic
viewpoint for the CEO with interactive, intimate discussion
and multi-directional learning that goes beyond lectures
to dialogue, case studies, and exercises.
aba.com/SFP
Member . . . . . . . . . . . . . . . . . . . . . $1,995
ABA CFO Exchange
aba.com/Community
June 9–11, 2014
Member . . . . . . . . . . . . . . . . . . . . . $1,195
Non-Member . . . . . . . . . . . . . . . . . . $2,495
The Ritz Carlton, New Orleans, LA
Omni Shoreham, Washington DC
The constant change in the community bank CFO’s environment—regulatory, legislative and accounting—is
creating very real challenges and burdens. Here, bank
CFO’s can address the macro trends impacting financial
services, from investments to regulations. Attendees return
with valuable management tools, insight into current
and future risks, and advanced accounting knowledge.
(Open to Bankers only)
aba.com/CFO
The ABA Women’s Leadership Forum offers women
attendees the opportunity to network with fellow CEO
and senior-level peers and learn how to leverage your
involvement to benefit your institution and yourself.
Held at the conclusion of the ABA Government Relations
Summit, this meeting is a great opportunity to network,
share challenges and exchange ideas with your peers.
Member Registration and
PreConference Workshop . . . . . . . . . . . . $1,095
Member Registration (Conference only) . . . . . . $849
Non-Member Registration and
PreConference Workshop . . . . . . . . . . . . $2,095
Non-Member Registration (Conference only) . . $1,595
ABA Women’s Leadership Forum
March 26, 2014
aba.com/WLForum
Free to attend.
Dates and rates are subject to change.
ABA Stonier Graduate School
of Banking
ABA Annual Convention
June 5–12, 2014
Hyatt Regency New Orleans, New Orleans, LA
University of Pennsylvania, Philadelphia, PA
October 19–21, 2014
As the preeminent
graduate school of
banking, Stonier has
established a reputation for innovation and leadership.
Stonier has partnered with the Wharton School to deliver
outstanding leadership courses that are seamlessly
integrated with the rest of the Stonier program. With
a high-impact curriculum, the school is well positioned
to help attendees attain the knowledge and capabilities
needed for success.
Hyatt Regency Dallas, Dallas, TX
abastonier.com
Member/Service Member . . . . . . . . . . . . $1,195
ABA Member Team Discount* . . . . . . . . . . . $995
Non-Member . . . . . . . . . . . . . . . . . . $2,095
Spouse/Guest . . . . . . . . . . . . . . . . . . . $495
Member . . . . . . . . . . . . . . . . . . . . . $3,495
Non-Member . . . . . . . . . . . . . . . . . . $4,495
October 20–22, 2013
The ABA Annual Convention gathers bankers from
around the country to explore the forces challenging
and reshaping financial services—and how we can
respond to ensure a strong future for our banks and our
industry. Look for a program that will deliver inspiration
from industry experts, ideas from banker peers, and
solutions to enable our banks to compete effectively.
aba.com/Annual
*If applicable, multiple or team registrant rate is for each
additional person from the same institution.
ABA Directors’ Forum
October 20, 2013
Hyatt Regency New Orleans, New Orleans, LA
October 19, 2014
Hyatt Regency Dallas, Dallas, TX
This all-day program covers issues of vital importance
to your board. The program focuses on oversight responsibilities, succession planning, financial due diligence,
committee roles and best practices in management.
The event is designed for community bank chairmen,
directors—both inside and outside—board counsel,
CEOs and senior management who regularly interact
with the board.
aba.com/Annual_Directors
With convention registration . . . . . . . . . . . $350
Member, Forum only . . . . . . . . . . . . . . . $525
Non-Member, Forum only . . . . . . . . . . . . . $650
Team Member (6 or more from same institution) . . $250
Other Ways
to Learn
In-bank Team Training
Leverage ABA’s comprehensive library of
content to provide a structured, consistent
and cost-effective solution for your business
and training challenges. Our Business of
Banking program puts your high performers
in the CEO’s chair, as part of a unique training solution that blends classroom learning
with simulation-based team exercises to
prepare your high-potential employees to
move into leadership positions. Presented
in your bank, at your convenience, and
tailored to your culture and policies, this is
a flexible and customized program designed
to help you address the coming talent crisis.
Visit www.aba.com/Training for more
information or contact us as
[email protected] for more information.
2014 Planning Calendar | 9
Wealth Management & Trust
September 22–27, 2013
ABA National Trust School
ABA Wealth Management and
Trust Conference
Emory Conference Center and Hotel, Atlanta, GA
February 26–28, 2014
September 14–19, 2014
Emory Conference Center and Hotel, Atlanta, GA
This is America’s most renowned trust school, having
trained thousands of trust professionals. Over the course
of the program, students receive a solid foundation in the
skills required in trust, including account administration,
fiduciary law and compliance, tax and estate planning,
personal financial planning and investment management.
aba.com/TS
Member . . . . . . . . . . . . . . . . . . . . . $2,195
Non-Member . . . . . . . . . . . . . . . . . . $3,195
Hilton San Diego Bayfront, San Diego, CA
Offers practical, inventive ideas for wealth management
and trust professionals who seek strategic solutions.
This national event provides insight and application
techniques on the latest issues facing the industry. Topic
areas include asset management, fiduciary responsibility, regulatory and risk issues, business development,
and management and leadership. Community bankers
will find many sessions geared toward their needs.
aba.com/WMT
Member/Service Member/ICB . . . . . . . . . $1,290
Non-Member . . . . . . . . . . . . . . . . . . $1,690
ABA Graduate Trust School
September 22–27, 2013
Emory Conference Center and Hotel, Atlanta, GA
September 14–19, 2014
Emory Conference Center and Hotel, Atlanta, GA
This school builds on the ABA National Trust School
curriculum in two resident five-day sessions (Grad
Level 1 and Grad Level 2). An Independent Research
Program consisting of five case studies is also completed. Grad Level 1 builds proficiency in building on
the fundamentals and aligning with specific client
needs. Grad Level 2 offers advanced trust concepts
through a program that teaches the trust officer to
provide innovative client solutions and get on track
to become a fiduciary advisor and client educator.
aba.com/GTS
Member . . . . . . . . . . . . . . . . . . . . $2,495
Non-Member . . . . . . . . . . . . . . . . . . $3,495
Other Ways
to Learn
Building Trust Expertise
The three progressive levels of Building
Trust Expertise, ABA’s self-paced online
trust curriculum, build the knowledge
and confidence needed to work with high
net worth clients, deliver superior client
service, and expand your organization’s
trust business. The courses provide strong
foundational knowledge in the core areas
of trust administration and fiduciary law
by covering both technical training and
practical application techniques in a
convenient online format.
Visit www.ab.com/Training for a complete
list of titles or contact us as
[email protected] for more information.
Dates and rates are subject to change.
Other Ways to Learn
When you can’t afford to have people away from the office, don’t let your
commitment to learning slide. ABA offers regular webcasts and telephone
briefings on a wide range of topics as they emerge. These offerings are an
excellent supplement to event attendance. Below is a listing of some of our
most popular past briefings. Visit www.aba.com/Teleweb for a complete
schedule of our latest offerings.
Trust
• Recent Developments in Estate and
Trust Administration
• Surviving the Retirement Benefits
Planning Maze
Risk & Compliance
• Dodd-Frank Implementation
• Enterprise Risk Management, Getting
the Rest of the Bank on the Bus
Retail/Business Banking
• Social Media Online Workshops
• Email Marketing
Lending
• Managing Commercial Real Estate
Portfolios in the Worst Real Estate
Market since the Depression
• Building Small Business Relationships
Executive Development
• Effective Board Committees: The
Audit Committee and Beyond
• Boards and Strategic Planning in a
Challenging Environment
S pecialized bundles for common training
needs, including teller training, compliance,
and more. Visit www.aba.com/Training for
more information.
2014 Planning Calendar | 11
Plan for
Success
Success doesn’t just happen—in the financial world
or anywhere else. Success is planned for, pursued and
monitored. The American Bankers Association wants
your institution to be successful and well positioned
in this challenging environment. An important part of
that is planning now for the professional development
of your team.
Why ABA Professional Development?
ABA is the smart choice for professional development
because we understand the unique training needs of
the financial industry. We understand the constraints on
many training budgets, which is why we offer sessions
throughout the year and around the country, providing
you with economical alternatives and events in easyto-reach, education focused locations.
ACROSS
YOUR BANK
September 2013
October 2013
November 2013
ABIA Annual Conference
(16-18)
ABA National Compliance
School (19-25)
ABA Marketing
Conference (22-24)
ABA Directors’ Forum
(20)
ABA National Agricultural
Bankers Conference
(10-13)
ABA National Trust
School (22-27)
ABA Annual Convention
(20-22)
ABA Graduate Trust
School (22-27)
ABA Graduate School
of Compliance Risk
Management (20-25)
January 2014
How to use this guide.
This calendar contains all of our conferences and
school offerings from September 2013 through
December 2014. It is divided into six sections:
1. Public Policy &
Grass Roots
4. Retail & Business
Banking
2. Lending
5. Executive Development
3. Risk Management & Compliance
6. Wealth Management
& Trust
Many of our events now include a mobile app
to reduce the need to carry paper and enhance
the on-site experience.
Sidebars throughout titled “Other Ways to Learn”
detail our other training options: webcasts, telephone
briefings, online learning and in-bank team training.
In addition, a key lets you know the appropriate level
for our in-residence schools, as well as indicates
which programs provide continuing education units.
You may also call 1-800-BANKERS, or go to www.
aba.com for more information about any of these
programs.
Register for all your professional development needs
at www.aba.com.
December 2013
ABA/ABA Money
Laundering Enforcement
Conference (17-19)
February 2014
March 2014
April 2014
ABA Insurance Risk
Management Forum (2-5)
ABA Intermediate
Compliance School (21-23)
ABA Real Estate Lending
Conference (6-8)
ABA National Conference
for Community Bankers
(16-19)
ABA National Compliance
School (21-27)
ABA Risk Management
Forum (9-11)
Seminar for Presidents
(23-26)
ABA Wealth Management
& Trust Conference
(26-28)
ABA Mutual Community
Bank Conference (23-24)
ABA Government Relations
Summit (24-26)
ABA Women’s Leadership
Forum (26)
ABA Financial Statement
Analysis for Lenders
(28-29)
ABA National & Graduate
Commercial Lending
School (29-April 4)
May 2014
June 2014
July 2014
August 2014
November 2014
December 2014
ABA Stonier Graduate
School of Banking (5-12)
ABA Regulatory
Compliance Conference
(8-11)
ABA CFO Exchange (9-11)
ABA School of Bank
Marketing and
Management (18-25)
September 2014
October 2014
ABA Marketing
Conference (7-9)
ABA National Compliance
School (18-24)
ABA National Trust
School (14-19)
ABA Directors’ Forum
(19)
ABA Graduate Trust
School (14-19)
ABA Annual Convention
(19-21)
ABA Graduate School
of Compliance Risk
Management (19-24)
Dates and rates are subject to change.
ABA/ABA Money
Laundering Enforcement
Conference (9-11)