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. 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. Thursday, November 8, 2018
      1. Event image 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. Tuesday, November 13, 2018
      1. Event image 8:30 AM – 4:00 PM at Harrisburg Area

        How to Ensure Compliance with Deposit Regulations - Harrisburg >

        How to Ensure Compliance with Deposit Regulations provides a simple and effective way to ensure key personnel are up-to-date on current federal deposit regulations. The major federal regulations governing deposits are explained in plain, easy-to-understand language. Walk away from the seminar knowing exactly what your institution needs to do to achieve total compliance. More >
    1. Wednesday, November 14, 2018
      1. Event image 8:30 AM – 4:00 PM at Pittsburgh Area

        How to Ensure Compliance with Deposit Regulations - Monroeville >

        How to Ensure Compliance with Deposit Regulations provides a simple and effective way to ensure key personnel are up-to-date on current federal deposit regulations. The major federal regulations governing deposits are explained in plain, easy-to-understand language. Walk away from the seminar knowing exactly what your institution needs to do to achieve total compliance. More >
    1. Thursday, November 15, 2018
      1. Event image 8:30 AM – 4:00 PM at Pittsburgh Area

        MASTERING HMDA - Monroeville >

        A full-day seminar providing a comprehensive review of the Home Mortgage Disclosure Act (HMDA) and the Consumer Financial Protection Bureau’s (CFPB’s) Regulation C. Whether you are new to HMDA or have been reporting for years, you will receive benefits from this seminar’s practical, “real world” approach to HMDA compliance. More >
    1. Monday, November 26, 2018
      1. Event image 8:30 AM – 4:00 PM at Harrisburg Area

        MASTERING HMDA - Lancaster >

        A full-day seminar providing a comprehensive review of the Home Mortgage Disclosure Act (HMDA) and the Consumer Financial Protection Bureau’s (CFPB’s) Regulation C. Whether you are new to HMDA or have been reporting for years, you will receive benefits from this seminar’s practical, “real world” approach to HMDA compliance. More >
    1. Tuesday, November 27, 2018
      1. Event image Multi-Day Event8:15 AM Tuesday – 4:00 PM Wednesday 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 >
  3. December 2018

    1. Thursday, December 6, 2018
      1. Event image 9:21 AM – 9:21 AM at Harrisburg Area

        Loan Review Seminar >

        This one day program is designed to provide the Loan Review Professional with the skills necessary to successfully execute this essential quality control function. Regulators have placed additional emphasis on this function, as a component of the safety and soundness examination. The Loan Review Officer must be independent of the lending function and must act as the eyes & ears of the Board of Directors. More >
  4. January 2019

    1. Wednesday, January 16, 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 >
  5. 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 >
    1. Tuesday, March 19, 2019
      1. Event image Multi-Day Event8:15 AM Tuesday – 3:00 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 >
  6. 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 >