Calendar

  1. February 2019

    1. Tuesday, February 26, 2019
      1. Event image 8:15 AM – 2:15 PM at Harrisburg Area

        2019 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 >
  2. March 2019

    1. Thursday, March 7, 2019
      1. Event image 8:15 AM – 4:00 PM at Harrisburg Area

        2019 Call Report Preparation – An Update >

        2019 Call Report Preparation – An Update seminar will help preparers and reviewers understand the preparation process and eliminate errors. More >
    1. Monday, March 18, 2019
      1. Event image Multi-Day Event8:15 AM Monday – 3:00 PM Wednesday 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 >
    1. Thursday, March 21, 2019
      1. Event image 8:15 AM – 4:00 PM at Harrisburg Area

        The Emerging Consumer and How to Bank Them - Retail Banking Seminar >

        This action-packed full-day workshop includes a combination of lecture, interactive discussion and case material to help bankers understand the mindset of the customer and how to align products, services and channel strategies to meet their evolving needs. More >
    1. Tuesday, March 26, 2019
      1. Event image Multi-Day Event8:15 AM Tuesday – 4:00 PM Wednesday at Harrisburg Area

        Training the Credit Analyst (2-Day Seminar) >

        This two day program is designed to provide lenders and analyst the tools required to understand and use financial information provided by borrowers. The key to producing high quality analysis is being able to understand the actions or inactions of your borrower’s management team. We then must be able to ask the borrowers the “Right” questions. The goal is to measure risk, develop loan structure, and the capacity to repay the loan. The Loan Officer/Analyst must be able to communicate that information to Loan Committee and the customer. Ultimately, good Loan Officers are able to provide value-added information that allows their borrowers to make better business decisions. More >
  3. April 2019

    1. Tuesday, April 2, 2019
      1. Event image Multi-Day Event8:15 AM Tuesday – 3:30 PM Thursday at Harrisburg Area

        School of Consumer Lending >

        Sound credit decisions by community-bank lenders require a high degree of perception and skill. To reach this level of sophistication, your lending personnel must constantly rethink existing approaches, research new ideas, and update their knowledge. More >
    1. Tuesday, April 9, 2019
      1. Event image 4:00 PM – 7:00 PM at Harrisburg Area

        Group 5 Spring Social >

        Join us this spring as we celebrate our members at the newly formatted Spring Socials! More >
    1. Wednesday, April 10, 2019
      1. Event image Multi-Day Event8:15 AM Wednesday – 4:00 PM Thursday at Harrisburg Area

        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. More >
    1. Tuesday, April 23, 2019
      1. Event image 8:15 AM – 4:00 PM at Harrisburg Area

        Cybersecurity Seminar >

        This interactive seminar will provide education on: evolving cybersecurity threats and what banks should do to prevent, detect and respond to these threats; the components of a comprehensive information security program that passes regulatory scrutiny and minimizes the risk of a security incident; the various Federal Financial Institutions Examination Council (FFIEC) resources that have been published recently, specifically the Cybersecurity Assessment guidance, and discuss ways banks are addressing it; and the 10 common cybersecurity controls missing in most financial institutions. More >
    1. Monday, April 29, 2019
      1. Event image Multi-Day Event8:15 AM Monday – 4:00 PM Tuesday at Harrisburg Area

        School of Treasury Management II >

        This two-day focused sales program will provide a refresher on products and services with an emphasis on electronic, card-based and trending products. We will review current industry pricing trends, packaging products, and tactics to differentiate commodity products. Participants will discuss the development of a sales strategy that includes segmentation by client sales size and industry type as a means to grow Treasury Management relationships and business deposits for their respective organizations. We will expand the participants' sales tool kit to grow existing relationships and generate new ones. Attendees will be expected to participate in a variety of inter-active exercises in small groups. The sessions are geared towards all bank business development and Treasury Management sales staff including, branch managers, commercial lenders, business development officers, and others who are responsible for new business client growth and relationship expansion. Senior Managers and Sales Managers who are responsible for business markets may also benefit from this program. More >
      2. Event image 9:30 AM – 7:00 PM at Harrisburg Area

        PA Bankers Day at the State Capitol >

        Do you know what your bank does to help the community it serves? If so, you are a great advocate for your institution and we need your voice during Bankers Day at the State Capitol. Join us on April 29 for our flagship advocacy event, focusing on telling your industry's story to the elected officials that serve Pennsylvania. You have the anecdotes to explain your bank's impact on the community. On April 29, plan on sharing these with legislators to show how important banking is to a thriving economy. More >
  4. May 2019

    1. Thursday, May 9, 2019
      1. Event image 8:15 AM – 4:00 PM at Harrisburg Area

        Security and Risk Management Seminar >

        Bank individuals responsible for security and risk management will receive valuable information on financial crime investigations, making your case for law enforcement, defusing hostile people and handling violent robbery. More >
    1. Tuesday, May 14, 2019
      1. Event image 8:30 AM – 4:00 PM at Harrisburg Area

        2019 Anti-Money Laundering & Bank Secrecy Act Seminar - Harrisburg >

        This seminar highlights the increased federal expectations for BSA. “Beneficial Ownership”, and the ever-increasing importance of Customer/Member Due Diligence standards, and the Final Regulations implemented in May 2018 are reviewed in detail. The changes predicated by the latest update to the Suspicious Activity Report (SAR) are identified. The latest guidelines on account management, ongoing monitoring, and due diligence expectations for Money Services Businesses (MSB), “Third-Party Payment Processors” (TPPP), Marijuana Related Enterprises (MRE), and other “High-Risk” Clients are highlighted, while the ever Increasing issue of “de-risking”/client “re-evaluation” is discussed. Institutional risk assessments and the latest guidance on high-risk products and services, cyber events and cyber-related crime, e-mail compromise fraud schemes, human trafficking and human smuggling, Elder and Vulnerable Adult exploitation, and disaster-related fraud are reviewed. More >
    1. Thursday, May 16, 2019
      1. Event image 8:15 AM – 4:00 PM at Harrisburg Area

        TRID Essentials Seminar >

        The Consumer Financial Protection Bureau (CFPB) published a final rule to implement the new integrated disclosures (TRID) on Nov. 20, 2013, and the final rule was effective on Oct. 3, 2015. The TRID rules and guidance from the CFPB continue to evolve. After much industry confusion and concern regarding elements of the regulation, the CFPB released final TRID Amendments on July 7, 2017, with a mandatory compliance date of Oct. 1, 2018. More >
  5. June 2019

    1. Tuesday, June 4, 2019
      1. Event image 8:15 AM – 4:00 PM at Harrisburg Area

        Asset Liability Management Seminar >

        More information to follow. More >
  6. August 2019

    1. Monday, August 5, 2019
      1. Event image Multi-Day Event8:30 AM Monday – 4:30 PM Tuesday at Harrisburg Area

        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. More >
    1. Wednesday, August 28, 2019
      1. Event image Multi-Day Event8:15 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 >
  7. September 2019

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

        Human Resources Conference >

        Network with industry professionals and learn about current hot topics, including ESOPs, building a culture of wellness, Reg Z, non-competes and more. More >
    1. Wednesday, September 25, 2019
      1. Event image 8:15 AM – 4:00 PM at Harrisburg Area

        Bank Secrecy Act Seminar >

        More information to follow. More >
  8. November 2019

    1. Monday, November 4, 2019
      1. Event image Multi-Day Event8:15 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 >
  9. December 2019

    1. Tuesday, December 10, 2019
      1. Event image 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 >