Education & Events
PA Bankers Association
Boards & Committees
Careers at PA Bankers
President & CEO
Education & Events
Conferences & Seminars
Pennsylvania Bankers Leadership Institute
PA Bankers Groups
Retired Banker Program
Past Chair's Forum
Women In Banking
Become a Volunteer
Products & Services
Government Agencies, Regulators & Other Resources
State Bankers Associations
Consumer Safety Tips
Filter by Event Type
Filter by Category
Policy and Legal
Filter by Area
Wednesday, July 10, 2019
– 4:00 PM
2018-2019 Leadership Institute >
Throughout six 2-day sessions, participants will go “behind the curtain” with President and Co-founder of Global Bankers Institute, Dr. Linda Eagle, and Senior Vice President, Chief Culture Officer at Investors Bank, Dennis Budinich, to learn how other banks and Fortune 500 companies like Coca-Cola and Southwest Airlines have driven success by examining the correlation between organizational culture, performance, leadership and engagement.
Monday, August 5, 2019
– 4:30 PM
Real Estate Lending Compliance Seminar - 2 day seminar >
The program provides an overview of the real estate lending requirements from 10 regulations, along with comprehensive coverage of selected topics, policy suggestions, employee training tips, audit techniques and steps to eliminate past problems.
Wednesday, September 11, 2019
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.
Wednesday, October 30, 2019
8:15 AM – 4:00 PM at Harrisburg Area
Bank Secrecy Act Seminar >
More information to follow.
Monday, November 4, 2019
– 4:00 PM
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.
Tuesday, December 10, 2019
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.