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Friday, March 22, 2019
10:00 AM – 10:30 AM at Webinar
Advocacy Dos and Don'ts - Webinar >
Join ABA and PA Bankers staff as we help you navigate your meetings with legislators. Whether on Capitol Hill in Washington D.C. or at the state Capitol in Harrisburg, your meetings should not be overwhelming – you’re the banking expert! We will provide tips on how to be a knowledge resource, suggestions on bank statistics to bring to your meetings and insight on the role of legislative staff.
Wednesday, April 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, April 29, 2019
– 4:00 PM
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.
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.
Wednesday, May 8, 2019
8:15 AM – 4:00 PM at Harrisburg Area
Cash Flow Seminar >
This program will compare alternative approaches to cash flow and demonstrate the appropriate application of each approach in assessing and monitoring a borrower’s financial performance. The program will teach participants how to determine the maximum line of credit appropriate for a borrower and the factors which will determine when it is appropriate to convert revolving debt to amortizing debt.
Monday, June 3, 2019
– 11:45 AM
Essentials of Trust Administration - Co-sponsored by New York Bankers Association >
Essentials of Trust Administration provides a concentrated focus on the practical and technical aspects of trust administration for the corporate fiduciary. The course not only offers an essential foundation for those in the trust department, it also presents an excellent opportunity to cross-train employees in other areas who would benefit from a greater understanding of fiduciary concepts and procedures.
Tuesday, June 4, 2019
8:30 AM – 4:00 PM at Harrisburg Area
Asset/Liability Strategies & Liquidity Risk Management – Navigating the Current Environment >
More information to follow
Sunday, June 9, 2019
– 5:00 PM
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.
Sunday, July 21, 2019
– 12:00 PM
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.
Monday, September 23, 2019
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.
Wednesday, November 6, 2019
– 1:00 PM
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.
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.