Calendar

  1. October 2018

    1. Monday, October 29, 2018
      1. Event image Multi-Day Event8:15 AM Monday – 4:00 PM Tuesday at Harrisburg Area

        NEW - School of Treasury Management >

        This two-day program will provide a basic understanding of bank Treasury Management (also known as Cash Management) products and services, discuss how these products provide value to business clients and to the bank, and identify new and trending products. We will discuss the relationship between Treasury Management and business deposit products that leads to the successful sale of both product lines. A review of account analysis fundamentals, industry pricing trends/packaging, differentiating factors, and sales tactics will also be included. The sessions are geared towards all bank staff who would benefit from an expanded knowledge of Treasury Management products and concepts. Participants may include current Treasury Management sales and support staff, branch managers, commercial lenders, business development officers and others who are responsible for new business client growth and relationship expansion. More >
  2. November 2018

    1. Sunday, November 4, 2018
      1. Event image Multi-Day Event4:00 PM Sunday – 4:00 PM Monday at Harrisburg Area

        CFO Conference >

        Join your fellow Chief Financial Officers and their equivalents to exchange ideas, develop new strategies, and learn about the latest trends & best practices. More >
    1. Tuesday, November 6, 2018
      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 >
    1. Wednesday, November 7, 2018
      1. Event image 8:15 AM – 4:00 PM at Harrisburg Area

        Technology Conference >

        Topics include Fintech, Regulatory and Examination Updates, Innovative Technology Solutions, FFIEC CAT Update and so much more. More >
  3. March 2019

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

        Call Report - An Update >

        The Call Report - An Update seminar will help preparers and reviewers understand the preparation process and eliminate errors. More >