Calendar

  1. February 2020

    1. Tuesday, February 18, 2020
      1. Event image 8:00 AM – 4:00 PM at Harrisburg Area

        RETAIL LENDING - Harrisburg >

        This one-day seminar is packed with the key regulations impacting non-TRID retail lending and the required disclosures, including personal secured/unsecured loans, lines of credit, vehicle loans, mobile home only loans and more! More >
    1. Wednesday, February 19, 2020
      1. Event image 8:00 AM – 4:00 PM at Harrisburg Area

        LIFE CYCLE OF A DEPOSIT ACCOUNT - Harrisburg >

        This session is packed with key considerations, required disclosure requirements, consumer vs. commercial deposit account compliance (and which regulations apply to which), federal benefit garnishment requirements, nuances, challenges and more. Whether you are new, looking for a refresher, or want to hear the latest examiner hot topics, this session covers it! More >
      2. Event image Multi-Day Event8:15 AM Wednesday – 4:00 PM Thursday at Harrisburg Area

        NEW - Branch Manager Bootcamp - Session I - Central >

        Join us for this program broken out into two two-day sessions. More >
    1. Thursday, February 20, 2020
      1. Event image 8:00 AM – 4:00 PM at Harrisburg Area

        SOCIAL MEDIA BOOTCAMP - Harrisburg >

        Join this full-day seminar to learn the ins and outs of the regulations and guidance that should be considered to avoid costly products or risk when leveraging social media for marketing and/or customer feedback. We will highlight what your Social Media Program should include (including a Social Media Policy template), the regulatory risks, including the FFIEC Guidance, Advertising, Privacy, FCRA, National Labor Relations Act, One-Click, Complaints – to name but a few. More >
      2. Event image 8:00 AM – 4:00 PM at Harrisburg Area

        SOCIAL MEDIA BOOT CAMP - Harrisburg >

        Join this full-day seminar to learn the ins and outs of the regulations and guidance that should be considered to avoid costly products or risk when leveraging social media for marketing and/or customer feedback. We will highlight what your Social Media Program should include (including a Social Media Policy template), the regulatory risks, including the FFIEC Guidance, Advertising, Privacy, FCRA, National Labor Relations Act, One-Click, Complaints – to name but a few. More >
    1. Tuesday, February 25, 2020
      1. Event image 8:15 AM – 2:15 PM at Harrisburg Area

        2020 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 2020

    1. Tuesday, March 17, 2020
      1. Event image 8:15 AM – 4:00 PM at Harrisburg Area

        NEW - Supervisory Training - Session II - Central >

        You will acquire and practice core skills, and you will learn how to bring out the best in all employees. You will walk away with enhanced skills, tools, and techniques that guarantee excellence. More >
    1. Thursday, March 19, 2020
      1. Event image 8:15 AM – 4:00 PM at Pittsburgh Area

        NEW - Supervisory Training Series - Session II - West >

        You will acquire and practice core skills, and you will learn how to bring out the best in all employees. You will walk away with enhanced skills, tools, and techniques that guarantee excellence. More >
    1. Tuesday, March 24, 2020
      1. Event image 8:00 AM – 4:00 PM at Pittsburgh Area

        TRID COMPLIANCE: FACING THE CHALLENGES - Pittsburgh >

        In this one-day seminar, we will briefly review the TRID rules and focus on real-world scenarios and examples that institutions face when actually trying to complete the loan estimate and closing disclosure forms, manage the process, monitor/audit results, and provide meaningful management reporting. We will take a deep dive into the challenges of TRID compliance, examiner hot buttons, and more! More >
    1. Wednesday, March 25, 2020
      1. Event image 8:00 AM – 4:00 PM at Pittsburgh Area

        MASTERING HMDA - PITTSBURGH >

        This Mastering HMDA seminar provides a comprehensive discussion of the regulation and explanations of common errors and violations and reviews the continuing changes that have occurred. Throughout the presentation, the instructor discusses guidance published by the regulators and questions received from ProBank’s advisory service. The seminar provides the attendee the opportunity to get practical answers to their recurring questions. More >
    1. Thursday, March 26, 2020
      1. Event image 8:00 AM – 4:00 PM at Pittsburgh Area

        COMPLIANCE FOR COMMERCIAL LOANS - Pittsburgh >

        This seminar will provide in-depth analysis and discussion regarding the compliance regulations that apply to commercial loans and the common issues and pitfalls that occur as a result. More >
  3. April 2020

    1. Wednesday, April 1, 2020
      1. Event image Multi-Day Event8:15 AM Wednesday – 4:00 PM Thursday at Harrisburg Area

        NEW - Branch Manager Bootcamp - Session II - Central >

        Join us for this program broken out into two two-day sessions. More >
    1. Tuesday, April 7, 2020
      1. Event image 8:15 AM – 4:00 PM at Harrisburg Area

        2020 Call Report Preparation Update >

        The Call Report is constantly changing, producing confusion and many questions. Extensive changes took place over the course of the past few years and there are more on the horizon. This seminar will provide updates and training for experienced preparers and reviewers and will include complete coverage of new and complex issues impacting the Call Report preparation. New, proposed, and revised changes will be presented in summary form at the beginning of the seminar followed by a more detailed discussion over the course of the seminar. More >
    1. Thursday, April 23, 2020
      1. Event image 8:00 AM – 4:00 PM at Harrisburg Area

        Analyzing Financial Statements >

        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 >
  4. May 2020

    1. Monday, May 4, 2020
      1. Event image 9:00 AM – 7:00 PM at Harrisburg Area

        PA Bankers Day at the State Capitol >

        Bankers will hear from major players in the governmental arena as well as spend time with their legislators at the Capitol. Our exciting day concludes with an early evening legislative reception, where legislators and bankers are invited to mingle and network. More >
    1. Tuesday, May 5, 2020
      1. Event image 8:15 AM – 4:00 PM at Harrisburg Area

        NEW - Supervisory Training –Session III - Central >

        You will acquire and practice core skills, and you will learn how to bring out the best in all employees. You will walk away with enhanced skills, tools, and techniques that guarantee excellence. More >
    1. Thursday, May 7, 2020
      1. Event image 8:15 AM – 4:00 PM at Pittsburgh Area

        NEW - Supervisory Training Series - Session III - West >

        You will acquire and practice core skills, and you will learn how to bring out the best in all employees. You will walk away with enhanced skills, tools, and techniques that guarantee excellence. More >
    1. Wednesday, May 13, 2020
      1. Event image Multi-Day Event1:00 PM Wednesday – 8:00 AM Saturday at TBD

        PA Bankers 2020 Convention >

        Experience three days packed with dynamic speakers, lively discussions about the banking industry, inspirational programs, fine dining, entertainment and more at the PA Bankers 2020 Convention More >
    1. Tuesday, May 19, 2020
      1. Event image Multi-Day Event8:00 AM Tuesday – 4:00 PM Wednesday at Harrisburg Area

        Training the Credit Analyst - 2 day >

        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 >
    1. Thursday, May 21, 2020
      1. Event image 8:15 AM – 4:00 PM at Harrisburg Area

        NEW - Effective Presentations and Train the Trainer Workshop >

        This program will prepare you to lead and facilitate workshops, classroom training, and instructional sessions. Whether you are planning to stand up in front of a large group of colleagues, a small group of team-mates, or even if you hope to lead an intimate just-in-time coaching session, you will emerge from this program ready to deliver with confidence! More >
  5. June 2020

    1. Monday, June 1, 2020
      1. Event image 8:00 AM – 4:00 PM at Pittsburgh Area

        PRIVACY, SECURITY & FRAUD: HOW TO PROTECT YOUR CUSTOMER - Pittsburgh >

        This program is designed to equip financial institutions with the information they need to be able to protect its customers as well as itself. More >
    1. Tuesday, June 2, 2020
      1. Event image 8:00 AM – 4:00 PM at Pittsburgh Area

        FAIR LENDING: DETECT, MONITOR & EXAM - Pittsburgh >

        Join this seminar as we explore the fair lending rules, how to detect potential issues, monitor for exceptions, and prepping for the fair lending exam. We will also incorporate mini-workshop examples to test your fair lending knowledge leveraging advertisements, loan files, exceptions and more! More >
    1. Tuesday, June 9, 2020
      1. Event image Multi-Day Event8:15 AM Tuesday – 4:00 PM Wednesday 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, June 16, 2020
      1. Event image 8:00 AM – 4:00 PM at Scranton Area

        TRID COMPLIANCE: FACING THE CHALLENGES - Scranton >

        In this one-day seminar, we will briefly review the TRID rules and focus on real-world scenarios and examples that institutions face when actually trying to complete the loan estimate and closing disclosure forms, manage the process, monitor/audit results, and provide meaningful management reporting. We will take a deep dive into the challenges of TRID compliance, examiner hot buttons, and more! More >
    1. Wednesday, June 17, 2020
      1. Event image 8:00 AM – 4:00 PM at Scranton Area

        MASTERING HMDA - Scranton >

        This Mastering HMDA seminar provides a comprehensive discussion of the regulation and explanations of common errors and violations and reviews the continuing changes that have occurred. Throughout the presentation, the instructor discusses guidance published by the regulators and questions received from ProBank’s advisory service. The seminar provides the attendee the opportunity to get practical answers to their recurring questions. More >
    1. Thursday, June 18, 2020
      1. Event image 8:00 AM – 4:00 PM at Pittsburgh Area

        COMPLIANCE FOR COMMERCIAL LOANS - Scranton >

        This seminar will provide in-depth analysis and discussion regarding the compliance regulations that apply to commercial loans and the common issues and pitfalls that occur as a result. More >
    1. Thursday, June 25, 2020
      1. Event image 8:00 AM – 4:00 PM at Hershey

        Directors Institute >

        The Directors Institute is a non-profit organization which hosts a one-day interactive seminar that aims to provide financial services institution directors with best practice learning for both new and experienced directors. Registration information is not currently available for this event. More >
  6. September 2020

    1. Wednesday, September 9, 2020
      1. Event image Multi-Day Event8:15 AM Wednesday – 4:00 PM Thursday at Pittsburgh Area

        NEW - Branch Manager Bootcamp - Session I - West >

        Join us for this program broken out into two two-day sessions. More >
    1. Thursday, September 24, 2020
      1. Event image Multi-Day Event8:00 AM Thursday – 12:00 PM Friday at Other

        2020 Annual Washington Visit >

        The PA Bankers Annual Washington Visit will take place September 24 beginning at 8:00 am with an orientation briefing and breakfast at the American Bankers Association and ending on September 25 at Noon. This event is complimentary and limited to only member institution bankers. More >
  7. October 2020

    1. Wednesday, October 28, 2020
      1. Event image Multi-Day Event8:15 AM Wednesday – 4:00 PM Thursday at Pittsburgh Area

        NEW - Branch Manager Bootcamp - Session II - West >

        Join us for this program broken out into two two-day sessions. More >