ASSOCIATION UPDATE CALENDAR OF EVENTS Register online at www.indianabankers.org/calendar.cfm 9 HќќѠіђџȱ юћјђџ юћѢюџѦ 2014 Alternative Delivery Channels … $YDLODEOH DW \RXU FRQYHQLHQFH YLD :HELQDU &' 520 RU 2Q 'HPDQG Appraisals: Ordering and Reviewing Feb. 4 u ,%$ &HQWHU Community Bankers for Compliance Series - Session 1:The Loan Estimate and Closing Disclosures Feb. 10 u &RXUW\DUG E\ 0DUULRWW )RUW :D\QH Feb. 11 u ,%$ &HQWHU Feb. 12 u ,%$ &HQWHU Analyzing Personal Financial Statements and Tax Returns Feb. 13 u ,%$ &HQWHU Analyzing Business Financial Statements and Tax Returns Feb. 14 u ,%$ &HQWHU Indiana Deposit Documentation Feb. 18 u )RUW :D\QH +RWHO Feb. 19 u ,%$ &HQWHU CFO Forum: Feb. 18 u ,%$ &HQWHU *URXS Feb. 21 u ,%$ &HQWHU *URXS Senior Lender Forum: Feb. 19 u ,%$ &HQWHU *URXS Feb. 20 u ,%$ &HQWHU *URXS Basic Banking School: Session 1 – Analyzing the Bank and the Banking System Feb. 25 u ,%$ &HQWHU IRA Basics Feb. 25 u ,%$ &HQWHU IRA Intermediate Feb. 26 u ,%$ &HQWHU Commercial Real Estate Construction Lending Feb. 26 u ,%$ &HQWHU Managing the Asset Quality of a Community Bank’s Loan Portfolio Feb. 27 u ,%$ &HQWHU ,7 DQG 2SHUDWLRQV 2IÀFHUV )RUXP Feb. 27 u ,%$ &HQWHU *URXS Feb. 28 u ,%$ &HQWHU *URXS &HUWLÀHG 7HOOHU (YHQLQJ 3URJUDP Vital Check and Deposit Issues for the Frontline March 3 u )DLUÀHOG ,QQ and 6XLWHV -HIIHUVRQYLOOH March 4 u +XQWLQJEXUJ (YHQW &HQWHU March 5 u &KDSPDQ·V %ORRPLQJWRQ March 10 u )RUW :D\QH +RWHO March 11 u %HVW :HVWHUQ ([HFXWLYH 3OD]D Lafayette March 12 u 6KHUPDQ +RXVH %DWHVYLOOH 2014 Deposit Regulation Update and Review March 6 u ,%$ &HQWHU The 2014 IBA Leadership Development Program: Session 1 - “It’s Simple, But It Isn’t Easy” 0DUFK u :RRGHG *OHQ ([HFXWLYH 5HWUHDW DQG &RQIHUHQFH &HQWHU +HQU\YLOOH 12 Steps to Effective Expense Control and Bank Effeciencies March 11 u ,%$ &HQWHU Training the Credit Analyst 0DUFK u ,%$ &HQWHU Handling Deceased Deposit Customer Issues: PODs, Estates,Trusts and IRAs March 13 u ,%$ &HQWHU 2014 Call Report Preparation 0DUFK u ,%$ &HQWHU Annual Security and Risk Management Conference 0DUFK u Indianapolis Marriott North Uniform Commercial Code Under Revised Article 9 March 20 u ,%$ &HQWHU Calculating and Maintaining the Allowance for Loan and Lease Losses March 21 u ,%$ &HQWHU Seven Habits of Effective Credit Administration in Commercial Banks March 24 u ,%$ &HQWHU A First Look at the Integrated Disclosure Requirements March 24 u ,%$ &HQWHU 2014 Human Resource Forum March 25 u ,%$ &HQWHU Auditing Mortgages April 1 u ,%$ &HQWHU New Rules for Lenders: RESPA and Reg. Z April 2 u ,%$ &HQWHU Mastering HMDA April 8 u ,%$ &HQWHU Principals of Loan Documentation April 9 u ,%$ &HQWHU Advanced Loan Documentation April 10 u ,%$ &HQWHU 2014 Consumer Lending School $SULO u ,%$ &HQWHU Branch Management Series: Session 2 - Growing the Retail Bank April 22 u ,%$ &HQWHU Basic Banking School: Session 2 – Banking Business Operations and Management April 23 u ,%$ &HQWHU IBA Mega Conference $SULO u ,QGLDQD &RQYHQWLRQ &HQWHU Indianapolis The 2014 IBA Leadership Development Program: Session 2 - “Do Something That Scares You” 0D\ u :RRGHG *OHQ ([HFXWLYH 5HWUHDW DQG &RQIHUHQFH &HQWHU +HQU\YLOOH Community Bankers for Compliance Series – Session 2 May 12 u &RXUW\DUG E\ 0DUULRWW )RUW :D\QH May 13 u ,%$ &HQWHU May 14 u ,%$ &HQWHU Senior Retail Lenders Forum May 14 u ,%$ &HQWHU Risk Management Forum May 22 u ,%$ &HQWHU Compliance for Mortgage Lenders: Completing the New Truth-in-Lending and RESPA Documents May 28 u ,%$ &HQWHU Feb. 3 u Bank Call Report Preparation for Beginners, Part 1 Feb. 3 u Dos and Don’ts on Power of Attorney’s in Indiana Feb. 4 u ACH Professional Series:Tax Refunds:ACH Postings, Exceptions and Bank Liability Feb. 6 u Construction to Permanent Lending Under the New CFPB Mortgage Rules Feb. 6 u Health Savings Accounts Feb. 10 u Bank Call Report for Beginners, Part 2 Feb. 11 u Imaged Documents:What to Keep,What to Destroy, What Holds Up in Court Feb. 12 u Escrow Account Compliance: Rules, Best Practices and Examiner Hot Buttons Feb. 13 u Opening Accounts for Minors: Compliance, Ownership and Access Issues Feb. 13 u Roth IRAs and Conversion Feb. 18 u BSA/AML OFAC Compliance:What Was Old Is New Again Feb. 19 u Risk Management Series: Expanding Your Required IT Risk Assessment Program Feb. 20 u The ALLL in Troubled Debt and Foreclosed Asset Restructuring Feb. 20 u Dos and Don’ts on Working With Caregiver and Fiduciaries Feb. 20 u New Business Account Interview: CIP, CDD and Legal Issues Feb. 21 u Dissecting the New CFPB Mortgage Rule Exam Procedures for TILA and RESPA Feb. 24 u Assessment and Examiner Expectations Feb. 24 u Bank Call Report Preparation for Beginners, Part 3 Feb. 25 u Trust Compliance in Opening Accounts and Lending Feb. 26 u Email Archiving and Encryption: New Rules and Best Practices to Minimize Risks Feb. 27 u Dealing With Casual Days, Dress Codes and Work Appearance Feb. 27 u What Is That Personal Tax Return Telling Me? Part 2: Schedules E and F March 3 u Bank Call Report Preparation for Beginners, Part 4 March 4 u Essential HR Recordkeeping From Hiring to Firing March 4 u Notary Public March 5 u RDC March 6 u Creating a Social Media Policy and Strategy That Everyone Can “Like” March 7 u Interagency Guidance for Reporting Elder Financial Explotitation March 10 u Bank Call Report Preparation for Beginners, Part 5 March 11 u Fiduciary Responsibilities for New Directors March 13 u Emerging Leaders Education: Understanding Asset/Liability Management Concepts March 18 u Flood Insurance Compliance Update: Including New Biggert-Waters Rules Effective July 6 and FEMA Mapping Changes March 19 u Regulatory Compliance for Lenders, Including BSA March 20 u Sub Chapter S Conversion in Community Banks: Issues and Answers March 25 u Loan Origination in the Current Regulatory Environment: Improving Compliance, Costs and Turnaround Times April 3 u ACH Professional Series:ACH Rules Update 2014 April 7 u Indiana Opening Business Accounts: Resolutions, Signature Cards and Changing Signers April 9 u Managing Loan Risk Using FICO Score Monitoring and Credit Mitigation Models April 10 u Basic Commercial Loan Underwriting:Analysis, Qualifying Applicants and Decision-Making April 15 u 5HVSRQGLQJ WR 2IÀFLDO 'HPDQGV IRU &XVWRPHU Funds: Subpoenas, Garnishments, Summonses, Levies
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