Calendar

August 2019

1. Wednesday, August 21, 2019
   1. Multi-Day Event – 8:15 AM Wednesday – 4:00 PM Thursday at Harrisburg Area

      Advanced School of Commercial Lending >

      This two day school is designed to introduce experienced lenders to more advanced lending and portfolio management topics. More >

September 2019

1. Wednesday, September 11, 2019
   1. 12:30 PM – 5:30 PM at Harrisburg Area

      Banking Institute - co-sponsored with Stevens & Lee/Griffin Financial Group >

      Join us for a day of training and networking. Topics that will be covered include risk management, capital raise, employment update, cannabis, cybersecurity and much more. More >

1. Thursday, September 12, 2019
   1. Multi-Day Event – 8:30 AM Thursday – 4:00 PM Friday at Harrisburg Area

      2019 ANTI-MONEY LAUNDERING & BANK SECRECY ACT - Harrisburg >

      This two-day school covers in detail the issues and opportunities in the ever-expanding environment of the Bank Secrecy Act and reviews the entire realm of BSA from “A” to “Z”. From decades old Currency Transaction Reporting (CTR) and various recordkeeping requirements, to institutional risk assessment, Customer/Member Due Diligence (CDD), beneficial ownership expectations, and suspicious activity reporting, students from the novice appointee to the tenured BSA professional will find the discussions and interactions to be of great value. More >
   2. 10:15 AM – 4:00 PM at Allentown Area

      PA Bankers Golf Tour - EAST >

      The PA Bankers Golf Tour offers our members the flexibility and choice to attend one, two or three regional golf tournaments. All golf tour locations will use a shotgun/scramble format. More >

1. Tuesday, September 17, 2019
   1. 7:15 AM – 4:00 PM at Philadelphia Area

      NEW - Financial Institutions Conference - Co-sponsored by PA Institute of Certified Public Accountants >

      Hot Topics: • CECL: What You Need to Know Now • Emerging Technology Trends and Issues for Financial Institutions • Long-in-the-Tooth Economy: How Are Pennsylvania Banks Delivering Returns? More >

1. Wednesday, September 18, 2019
   1. 8:15 AM – 4:00 PM at Harrisburg Area

      TRID Essentials Seminar >

      Whether you are new to TRID or have been involved since its inception, this review provides the information you need in order to fully comply with this massive regulation. More >

1. Thursday, September 19, 2019
   1. 8:15 AM – 4:00 PM at Harrisburg Area

      Treasury Management Seminar >

      The session is geared towards all bank staff who are interested in a basic knowledge of Treasury Management products and services including: those new to Treasury Management sales and/or service, new business development staff, and retail delivery staff who have business calling responsibilities. Sales support and operations staff who work with Treasury Management products are also welcome. More >
   2. 12:15 PM – 7:00 PM at Harrisburg Area

      PA Bankers Golf Tour - CENTRAL >

      The PA Bankers Golf Tour offers our members the flexibility and choice to attend one, two or three regional golf tournaments. All golf tour locations will use a shotgun/scramble format. More >

1. Monday, September 23, 2019
   1. 8:15 AM – 4:00 PM at Pittsburgh Area

      Emerging Leaders Conference >

      Are you a banker with current leadership responsibilities or aspiring to be in a leadership position? Join us for the 2019 Emerging Leaders Conference to network with peers and learn the keys to leadership in today’s banking industry. More >

1. Tuesday, September 24, 2019
   1. 10:15 AM – 6:00 PM at Pittsburgh Area

      PA Bankers Golf Tour - WEST >

      The PA Bankers Golf Tour offers our members the flexibility and choice to attend one, two or three regional golf tournaments. All golf tour locations will use a shotgun/scramble format. More >

1. Thursday, September 26, 2019
   1. Multi-Day Event – 8:00 AM Thursday – 12:00 PM Friday at Washington, DC

      PA Bankers Washington Visit >

      *Registration for this event is limited to member bankers. The PA Bankers Annual Washington Visit will take place September 26 beginning at 8:00 am with an orientation briefing and breakfast at the American Bankers Association and ending on September 27 at Noon following a luncheon at CSBS. More >

October 2019

1. Wednesday, October 2, 2019
   1. 8:45 AM – 3:00 PM at Harrisburg Area

      Director Training Seminar - co-sponsored by FinPro >

      We invite you to join FinPro, Inc. (FinPro) and the Pennsylvania Bankers Association for a robust day of training for directors. You will gain a deeper understanding of emerging trends in the financial industry. This is also a great opportunity to network with so many of your peers. More >

1. Tuesday, October 8, 2019
   1. 3:00 PM – 6:30 PM at Scranton Area

      Group 3 Fall Group Meeting & Recognition Reception >

      Join Group 3 this fall for a high-energy reception featuring education, regional networking and peer recognition. More >

1. Wednesday, October 9, 2019
   1. 3:00 AM – 6:00 PM at Philadelphia Area

      Group 2 Fall Group Meeting & Recognition Reception >

      Join Group 2 for the Fall Recognition Breakfast, an opportunity to share in the recognition of your peers, network, learn and develop your leadership skills. More >
   2. 3:00 PM – 6:30 PM at Philadelphia Area

      Group 2 - Fall Group Meeting & Recognition >

      Join Group 2 this fall for a high-energy reception featuring education, regional networking and peer recognition. More >

1. Thursday, October 10, 2019
   1. 3:00 PM – 6:30 PM at Harrisburg Area

      Group 5 Fall Group Meeting & Recognition >

      Join Group 5 this fall for a high-energy reception featuring education, regional networking and peer recognition. More >

1. Tuesday, October 15, 2019
   1. Multi-Day Event – 8:30 AM Tuesday – 4:00 PM Wednesday at Scranton Area

      2019 ANTI-MONEY LAUNDERING & BANK SECRECY ACT - Scranton >

      This two-day school covers in detail the issues and opportunities in the ever-expanding environment of the Bank Secrecy Act and reviews the entire realm of BSA from “A” to “Z”. From decades old Currency Transaction Reporting (CTR) and various recordkeeping requirements, to institutional risk assessment, Customer/Member Due Diligence (CDD), beneficial ownership expectations, and suspicious activity reporting, students from the novice appointee to the tenured BSA professional will find the discussions and interactions to be of great value. More >

1. Thursday, October 17, 2019
   1. Multi-Day Event – 8:30 AM Thursday – 4:00 PM Friday at Philadelphia Area

      2019 ANTI-MONEY LAUNDERING & BANK SECRECY ACT - Philadelphia >

      This two-day school covers in detail the issues and opportunities in the ever-expanding environment of the Bank Secrecy Act and reviews the entire realm of BSA from “A” to “Z”. From decades old Currency Transaction Reporting (CTR) and various recordkeeping requirements, to institutional risk assessment, Customer/Member Due Diligence (CDD), beneficial ownership expectations, and suspicious activity reporting, students from the novice appointee to the tenured BSA professional will find the discussions and interactions to be of great value. More >

1. Tuesday, October 22, 2019
   1. 3:00 PM – 6:30 PM at Williamsport Area

      Group 4 Fall Group Meeting & Recognition Reception >

      Join Group 4 this fall for a high-energy reception featuring education, regional networking and peer recognition. More >

1. Wednesday, October 23, 2019
   1. 3:00 PM – 6:30 PM at Altoona Area

      Group 6 Fall Group Meeting & Recognition Reception >

      Join Group 6 this fall for a high-energy reception featuring education, regional networking and peer recognition. More >

1. Thursday, October 24, 2019
   1. 3:00 PM – 6:30 PM at Pittsburgh Area

      Group 1 Fall Group Meeting & Recognition Reception >

      Join Group 1 this fall for a high-energy reception featuring education, regional networking and peer recognition. More >

1. Wednesday, October 30, 2019
   1. 8:15 AM – 4:00 PM at Harrisburg Area

      BSA/AML Update Seminar >

      This one-day seminar provides a comprehensive and up-to-date overview of top industry concerns related to BSA/AML compliance responsibilities. In the age of deregulation, BSA/AML is here to stay. Compliance Alliance incorporates recent feedback from our member base to hit the hot topics and stress points for BSA compliance in community banks across the country. This includes: preparing for post-Beneficial Owner rule examinations, whether to bank marijuana businesses, and other pressing BSA issues by discussion the Top 10 issues related to these BSA issues as determined by our over 500 member banks nationwide. In addition, this seminar will also give attendees an opportunity to discuss issues and problem solve with similarly-situated banks. More >

November 2019

1. Monday, November 4, 2019
   1. Multi-Day Event – 8:15 AM Monday – 4:00 PM Tuesday at Harrisburg Area

      Essentials of Commercial Lending Seminar >

      The Essentials of Commercial Lending two-day seminar is designed to provide information for any bank employee interested in learning the basics of commercial lending. More >

1. Wednesday, November 6, 2019
   1. Multi-Day Event – 2:00 PM Wednesday – 1:00 PM Friday at Hershey

      Wealth Management & Trust Conference & Exhibition >

      This conference is a time to connect with fellow bankers, hear updates on trends and issues, network with trust professionals, learn from seasoned presenters and industry experts and visit the exhibitor resources. More >

1. Wednesday, November 13, 2019
   1. 8:15 AM – 4:00 PM at Harrisburg Area

      Digital Banking Conference >

      more information to follow More >

1. Thursday, November 14, 2019
   1. 8:15 AM – 2:00 PM at Hershey

      FDIC Directors College >

      The Directors College is an interactive, one-day program designed for bank directors that provides ongoing education on current topics and various elements of bank supervision. More >

1. Thursday, November 21, 2019
   1. Multi-Day Event – 8:00 AM Thursday – 5:00 PM Friday at Hershey

      Lending Conference >

      This conference offers education and updates on a variety of current lending topics. It also provides a valuable opportunity for lenders and bankers to network. More >

December 2019

1. Tuesday, December 10, 2019
   1. 8:15 AM – 3:45 PM at Harrisburg Area

      Analyzing Personal Financial Statements & Tax Returns >

      One of the more challenging aspects of lending is analyzing personal financial statements and tax returns. Assessing the borrower’s ability to convert assets to cash to pay short-term debt or honor a guaranty often requires significant adjustments to the borrower’s reported net worth. Adjusted gross income on Form 1040 bears no relationship at all to cash available to pay personal living expenses and debt service. To determine cash available, the lender must construct a personal cash flow using information contained in the personal financial statement and schedules of the tax return. Lenders recognize that the business and personal financial affairs of small business borrowers are closely intertwined necessitating the integration of business and personal cash flow to determine global cash flow. More >

February 2020

1. Wednesday, February 19, 2020
   1. Multi-Day Event – 8:15 AM Wednesday – 4:00 PM Thursday at Harrisburg Area

      NEW - Branch Manager Bootcamp - Session I - Harrisburg >

      Join us for this program broken out into two two-day sessions. More >

1. Tuesday, February 25, 2020
   1. 8:15 AM – 2:15 PM at Harrisburg Area

      2020 Annual Economic Forecast and Business Leadership Summit >

      This event brings together some of the nation's most respected economic forecasters, analysts and technology futurists to provide insights to help business leaders understand the details of today's economy and to prepare for what is expected in the future. More >

March 2020

1. Wednesday, March 11, 2020
   1. Multi-Day Event – 5:00 PM Wednesday – 4:30 PM Thursday at Hershey

      Women in Banking Conference >

      A day providing networking opportunities and professional development tailored to strengthen and deepen involvement in the industry, community and the association. More >

1. Tuesday, March 24, 2020
   1. Multi-Day Event – 8:15 AM Tuesday – 4:00 PM Thursday at Harrisburg Area

      School of Compliance >

      Regulators continue to emphasize the importance of a comprehensive compliance management system supported by a knowledgeable compliance officer and management team. The school focuses on the regulatory issues with the highest risks and incorporates discussion of “real-life” examples and best practices. More >

April 2020

1. Wednesday, April 1, 2020
   1. Multi-Day Event – 8:15 AM Wednesday – 4:00 PM Thursday at Harrisburg Area

      NEW - Branch Manager Bootcamp - Session II - Harrisburg >

      Join us for this program broken out into two two-day sessions. More >

1. Wednesday, April 22, 2020
   1. 8:15 AM – 4:00 PM at State College

      Agricultural Bankers Conference >

      The Agricultural Bankers Conference will offer dynamic presentations about the agricultural banking industry's current issues, profitability, challenges and forecasts. It will be of interest to bank personnel, directors or others who work with clients in the field of agricultural banking, credit and insurance. More >

May 2020

1. Wednesday, May 13, 2020
   1. Multi-Day Event – 1:00 PM Wednesday – 8:00 AM Saturday at TBD

      PA Bankers 2020 Convention >

      Experience three days packed with dynamic speakers, lively discussions about the banking industry, inspirational programs, fine dining, entertainment and more at the PA Bankers 2020 Convention More >

June 2020

1. Sunday, June 14, 2020
   1. Multi-Day Event – 12:00 PM Sunday – 11:30 AM Thursday at State College

      School of Commercial Lending >

      The PA Bankers' School of Commercial Lending primarily focuses on business development, credit structuring, and the practical application of commercial lending knowledge, as well as client and internal communication. The educational content of this program is similar to 200 and 300-level college course study and is designed for individuals looking to attain well-rounded business development and commercial lending skill set. More >
   2. Multi-Day Event – 12:00 PM Sunday – 3:00 PM Thursday at State College

      School of Banking >

      The PA Bankers' School of Banking is the foundation on which successful banking careers are built. Analogous to 100-level college course study, the school focuses on four primary areas of banking: leadership, sales and marketing, bank environment and finance. More >

1. Thursday, June 25, 2020
   1. 8:00 AM – 4:00 PM at Hershey

      Directors Institute >

      The Directors Institute is a non-profit organization which hosts a one-day interactive seminar that aims to provide financial services institution directors with best practice learning for both new and experienced directors. Registration information is not currently available for this event. More >

July 2020

1. Sunday, July 26, 2020
   1. Multi-Day Event – 12:00 PM Sunday – 12:00 PM Friday at State College

      Advanced School of Banking >

      The three-year Advanced School of Banking encompasses a variety of learning techniques to build upon and expand the knowledge acquired at the School of Banking. The application of new financial services knowledge and skills will be important to participants moving to the next level of their career, while paving the road for them to become leaders at any level within their organization. The curriculum, including the BankExec™ asset/liability simulation in Year III, provides a greater understanding of the multiple banking disciplines and how those disciplines work together within the bank. Program is appropriate for banking professional seeing to increase their knowledge, sill and personal and professional growth, mid-level management from all disciplines, supervisory staff, and banking individuals from outside the industry motivated to expand their banking knowledge and skill. Graduates of the Advanced School of Banking (since 2010) are eligible to apply for American Bankers Association (ABA) Stonier’s Accelerated two-year program. More >

September 2020

1. Wednesday, September 9, 2020
   1. Multi-Day Event – 8:15 AM Wednesday – 4:00 PM Thursday at Pittsburgh Area

      NEW - Branch Manager Bootcamp - Session I - West >

      Join us for this program broken out into two two-day sessions. More >

October 2020

1. Wednesday, October 28, 2020
   1. Multi-Day Event – 8:15 AM Wednesday – 4:00 PM Thursday at Pittsburgh Area

      NEW - Branch Manager Bootcamp - Session II - West >

      Join us for this program broken out into two two-day sessions. More >