1. finance
2. bank

2015
Education & Training
Preview
Don’t gamble with your bank’s training needs!
KBA programs are brought
to you by Kansas bankers for Kansas bankers
Conferences, Workshops, Seminars
February__________________________________________________________________________________
4
Harold A. Stones Public Affairs Conference & Legislative Cocktail Reception, Topeka
This conference and reception will highlight state and federal legislative initiatives being spearheaded by the
KBA and will feature remarks from state legislative leaders. Attendees will also visit the newly renovated
Kansas Statehouse and call upon their individual state lawmakers. (estimated fee $125)
10-11 Bank Technology Conference & Showcase, Topeka
Designed for both bank managers and information technology personnel, this 1 ½ day program focuses on the
latest e-commerce trends affecting the banking industry. An exhibitor showcase, featuring 50+ technology
vendors, is held in conjunction with the conference. (estimated fee $220)
17-19 Winter IRA Workshops Basic & Advanced Sessions, Dodge City, Salina, Lawrence
Obtain up-to-date IRA information prior to tax filing. Patrice Konarik will provide attendees with the latest IRA
updates and changes, including a comprehensive IRA training manual. (estimated fee $199)
March____________________________________________________________________________________
3-4
Call Report Review and Update Workshops, Hays and Lawrence
This workshop will walk you through the complete Call Report process plus any new changes to the Call
Report. This is an excellent review for the seasoned preparer. (estimated fee $199)
11-12 Kansas Ag Bankers Conference, Manhattan
Sponsored by KBA Ag Bankers Division (KAB)
Tailored for the entry level and experienced ag lenders, participants will gain valuable information that will
enhance their decision-making processes. (estimated fee $275 for KAB members; $325 for non-KAB members)
18-19 Bank Directors Workshop, Hays and Lawrence
This proactive workshop provides basics on how to correctly interpret the bank’s financial statements, review
“key numbers” including net interest spreads, calculate ratios (including capital requirements) and apply
these concepts in negotiating with both the bank’s management and regulators. Other topics include strategic
planning, HR issues and cyber security threats. (estimated fee $199)
24-25 Tri-State Leadership & HR Conference, Kansas City, MO
Co-sponsored by Kansas, Nebraska and Missouri Bankers Associations
This conference features training on leadership, management and human resources while providing the
opportunity to network with peers from Kansas, Missouri, and Nebraska. (estimated fee $320)
April_____________________________________________________________________________________
1-29 Legal Update Seminars
12 locations throughout Kansas
KBA Legal Department Director Terri Thomas will present a fast-paced review of financial reform, regulatory
mailings, state legislation, State Banking Department memos, UCC rulings, new court cases, and much more.
(estimated fee $120)
Conferences, Workshops, Seminars
2,7,14, Understanding the New Reg Z and RESPA Integrated Disclosures
15,22,29 This two-hour session will provide detailed information about how these Reg Z and RESPA
amendments will modify your institution's consumer lending function. (estimated fee $95)
May_____________________________________________________________________________________
7-8
YBOK Spring Conference/Annual Meeting, Dodge City
Sponsored by KBA Young Bankers Division (YBOK)
Hosted by KBA’s Young Bank Officers of Kansas (YBOK), this conference is designed to enhance the leadership
and professional development skills of young bank officers, while providing the opportunity to network and
learn from each other. (estimated fee $250)
6-9
MOKAN Trust Conference, Overland Park
Sponsored by KBA Trust Division
This nationally-recognized conference assists members in keeping abreast of current legislative, regulatory
and informative issues that impact trust businesses. (estimated fees 1st $425, additional $350)
20-21 Lending to Small Business in Today’s Economy, Wichita, Overland Park
The basics of lending to small business will be covered including small business legal issues and how to
provide credit to small businesses using key ratio analysis and cash flow techniques. Negotiation skills will also
be addressed. (estimated fee $199)
28
Enterprise Risk Management, Wichita
This seminar will examine what we know at this time about activities relating to Enterprise Risk Management.
Areas of risk examined: credit risk, market risk, pricing risk, liquidity risk, reputational risk, operational risk,
and interest rate risk. (estimated fee $210)
June_____________________________________________________________________________________
2-3
Information Technology Audit, Hays and Topeka
This seminar will cover business continuity planning, Gramm-Leach-Bliley Act & information security, IT risk
management, network security and much more. (estimated fee $210)
16-18 Frontline Compliance Issues: UCC 3 & 4, CTRs and Security
23-25 Hays, Garden City, Wichita, Abilene, Chanute, Lawrence
This evening program will cover three of the big compliance issues that face your frontline: legal aspects of
checks covered in the UCC 3 and 4; checks and holds; and “hot topics” pertaining to the Currency Transaction
Report (CTR). (estimated fee $135)
August___________________________________________________________________________________
6-8
CEO & Senior Management Forum/Annual Meeting, Colorado Springs, CO
This three-day program, designed for bank CEOs, executive officers and directors, combines nationally-known
speakers and numerous networking opportunities to create one of our most popular annual events.
(estimated fee $475/$240)
Conferences, Workshops, Seminars
19-20 Internal Bank Fraud and Embezzlement, Hutchinson, Overland Park
Financial institutions have some unique and rampant risks for fraud and embezzlement. This NEW program
alerts manage-ment to the symptoms to watch for with a focus on how banks can protect themselves. With
stories from the trenches and often overlooked prevention tips, you will be simultaneously educated and
entertained during this fast-paced program. (estimated fee $199)
25-26 Supervisor Boot Camp, Topeka
This interactive two day program includes coaching demonstrations and focuses on key pertinent issues such
as management effectiveness, performance problems, leading and coaching, and best practices for high
performing supervisors. In this high impact workshop, participants will learn through sharing and working
through real world scenarios. (estimated fee $365 for two days)
27
CFO/Controller Forum, Topeka
This forum is a facilitated platform for CFOs and Controllers to share information, exchange ideas, and discuss
important issues with peers in an effort to improve effectiveness as a financial executive. (estimated fee $199)
September________________________________________________________________________________
2-3
Principles of Commercial/Ag Loan Documentation, Hays and Topeka
This seminar is designed to help those who make, manage or review loans become “proactive” in minimizing
loan losses. It focuses on the major concepts, specific requirements and common problems of loan
documentation, with a particular emphasis on avoiding loan losses. Seminar will also cover Article 9 and
UCCC information. (estimated fee $210)
10-11 YBOK Fall Conference/Annual Meeting, Manhattan
Sponsored by KBA Young Bankers Division (YBOK)
Hosted by KBA’s Young Bank Officers of Kansas (YBOK), this conference is designed to enhance the leadership
and professional development skills of young bank officers, while providing the opportunity to network and
learn from each other. (estimated fee $250)
17-18 Lending Conference, Wichita
This 1 ½ day conference features a lending compliance update, legislative update as well as general and
concurrent sessions developed specifically for commercial, consumer, and real estate lenders. (estimated fee
$210)
23
Employment Law Compliance, Salina
This workshop will provide HR professionals with relevant, practical and up-to-date advice in employment law
compliance, with a focus on recent developments in federal law and the regulatory agencies’ initiatives.
(estimated fee $250)
October__________________________________________________________________________________
7-8
Technology Discussion Forum, locations TBA
These forums will provide a platform and opportunity for IT & operations officers to exchange ideas freely
and examine pressing issues in our ever-evolving regulatory, cost-conscience and productivity-driven
environment. (estimated fee $220)
Conferences, Workshops, Seminars
15-16 Kansas Trust Conference, Manhattan
Sponsored by KBA Trust Division
This conference will emphasize the issues important to trust management as well as sessions devoted to trust
operations and administration. (estimated fee $199)
20-22 Lending Fundamentals Seminar, Dodge City, Hays, Hutchinson, Junction City, Overland Park, Parsons
27-29
This seminar will focus on the compliance aspects of lending and revisions to RESPA and Reg Z. This program
will be presented on a basic level, allowing entry-level personnel to learn about the regulatory and
compliance sides of lending. (estimated fee $165)
November________________________________________________________________________________
4
Economic Outlook & Investment Conference, Wichita
Attend this annual conference to receive the most up-to-date information on the national economy coupled
with strategic investment portfolio ideas, balance sheet tips and capital planning. (estimated fee $199/220)
16-20 Fall IRA Workshops – Basic and Advanced, Wichita, Garden City, Hays, Manhattan, Overland Park
With all the IRA plan types, proposed regulation changes and clarifications of existing rules and regulations,
this review of the IRA account is a must. Included is a comprehensive IRA training manual. (estimated fee
$199)
December________________________________________________________________________________
3
Ag Risk Management, Salina
Management of your customers’ credit and risk has become an integral part of ag lending in today’s
environment. This hands-on workshop will examine the factors that are frequently the foundation for
financial performance. (estimated fee $199)
Webinars
KBA offers a wide variety of webinars throughout the year through our Sunflower Webinar Series and our
partnerships with Total Training Solutions, BankersEd and the Graduate School of Banking at the University of
Wisconsin-Madison. The programs generally consist of 90 minutes of instruction followed by 30 minutes Q &
A. Each bank registration provides one connection to the webinar and materials with 30-day replay access.
Specific information is available at www.ksbankers.com/webinars.
Schools
School of Lending Principles
March 9-13, Topeka, KS
Bank Compliance School
September 13-18, Topeka, KS
School of Banking Fundamentals
April 13-17, Grand Island, NE
Bank Compliance Update School
September 16 – Nebraska TBA
September 17 – Topeka, KS
Advanced Ag Lending School
May 12-14, Grand Island, NE
(Open to graduates of
Bank Compliance School only)
Agricultural Lending School
July 20-24, Topeka, KS
Advanced School of Banking Year 1
October 5-9, Grand Island, NE
School of Trust & Financial Services
August 17-21
Omaha, NE
Principles of Commercial Lending
October 26-30, Topeka, KS
Advanced Trust Op/Adm School
August 18-20, Omaha, NE
Commercial Lending School
October 26-30, Topeka, KS
_________________________________________________________________________________________
July 12-24, Boulder, CO
_______________________________________________________________________________________
August 2-14, Madison, WI
Bank Technology Management School, April 12-17
Human Resource Management School, April 19-24
Financial Managers School, September 13-18
GSB/WIPFLI Strategic HR Forum, October 2-3
Bank Technology Security School, October 11-16
In-House Training
KBA Delivers Training Right to your Doorstep
No one knows your training needs better than you. In today’s busy banking environment, it is difficult
to provide training for all of your staff in a timely, convenient and affordable format. KBA has
developed numerous on-site training programs that can be customized to meet the specific needs of
your bank. Many of these may be offered in a webinar format as well. If you don’t see what you’re
looking for, please call and we’ll do our best to provide it. Please browse the topics listed below and
call Becky Tongish at the KBA today to book your training seminars. [email protected] or 785232-3444, ext. 311.
In-House Training Topics
Legal/Regulatory Compliance
Retail Banking Skills
Bank Bribery Act
Bank Protection Act
Bank Secrecy Act
Bank Security/Fraud/Loss Prevention
FACT Act
FDIC Deposit Insurance
Home Mortgage Disclosure Act
Lending Compliance
Real Estate Settlement Procedures Act
Truth in Lending Act – Regulation Z
Truth in Savings Act – Regulation DD
USA Patriot Act
Building & Retaining Customer Relations
Cross-Selling Deposit Products
Effective Referrals
Fundamentals of Consumer Lending Introduction
to Relationship Selling
Sales Coaching
Revitalizing Customer Service
These popular KBA programs can be customized and delivered in-house:
Deposit Compliance, Lending Fundamentals, Legal Update, Account Documentation
Instructors:
We utilize a number of instructors, including KBA’s Terri Thomas, to conduct in-bank training. The
presenter selected is dependent on the topic and timing of the training. Please contact Becky Tongish
for pricing and speaker information.
KBA Training Partners
Just as bankers need to respond to their customers’ needs, we make
it a top priority to respond to yours.
Online Training Providers
Provides state-of-the-art,
Internet-based training using
interactive and engaging
coursework combined with a
learning management system to manage training
activities.
Consists of skill-building courses
covering retail, consumer, small
business and commercial
banking topics as well as
compliance and trust. All courses are completed
over the Internet.
Online training provider
offering in excess of 750 regulatory compliance,
financial skills and professional development
courses with targeted tracks for specific job
functions.
Offers six certification
programs focused on specific
information technology needs.
Each certification course is ten
weeks and may be completed online at the
student’s convenience.
Webinar Training Providers
Sunflower Webinar Series
These webinars originate at the KBA and
tend to focus on need-to-know, Kansas
specific training topics. This is an ideal way
for us to disseminate information in a timely
manner on a law or regulation change.
KBA/BankersEd Webinars
KBA is one of 30+ state bankers
associations who have joined
together to offer industry-specific training using
nationally-known presenters. Programs may be
viewed live or on-demand.
Provides relevant and hot
topic training featuring
some of the finest
presenters in the industry. Offers a variety of
webinars and a number of ways to view them,
including the live broadcast, six months access or
audio CD.
KBA partners
with the
Graduate School of Banking at the University of
Wisconsin-Madison to offer webinar training
designed to meet the dynamic needs of today’s
busy financial professional. May be viewed live or
on-demand.
For more information on KBA’s training resources, please visit www.ksbankers.com.
Educational Resources
Becky Tongish – Senior Vice President
[email protected]
Becky Milne – Vice President
[email protected]
Mary Taylor – Marketing Coordinator
[email protected]
Nicole Ortiz – Education Assistant
[email protected]
Watch our weekly E-source and website for additional programs to be added. If you are not receiving our
E-source, please email a member of our staff to be added to the distribution list.
610 SW Corporate View
PO Box 4407
Topeka, KS 66604
Phone: 785-232-3444
FAX: 785-272-8392
www.ksbankers.com