CALENDAR UPDATE 8 Hoosier Banker December 2014 Calendar of events Register online at indianabankers.org/education-events The IBA Center for Professional Development is located at 6925 Parkdale Place, Indianapolis. Phone: 317-387-9380. Alternative Delivery Channels … Available at your convenience via Webinar, CD-ROM or On-Demand Indiana Economic Outlook Forum Jan. 9, 2015 - Wyndham Indianapolis West Analyzing Tax Returns in Self-Employed and Small Business Situations Jan. 14 - IBA Center Analyzing Commercial and Industrial Business Cash Flow Jan. 15 - IBA Center Branch Management Series: Session 1 - Managing a Successful Branch Jan. 20 - IBA Center Compliance Administration and Audit Jan. 20 - IBA Center Senior Retail Lender Forum Jan. 21 - IBA Center Auditing BSA Jan. 21 - IBA Center Risk Management Officer Forum Jan. 27 - IBA Center BSA Graduate School Jan. 27-28 - IBA Center Legislative Briefing and Reception Feb. 3 - Hyatt Regency Indianapolis Community Bankers for Compliance Series: Session 1 Feb. 9 - Courtyard by Marriott, Fort Wayne Feb. 10 - IBA Center Feb. 11 - IBA Center Chief Financial Officer Forum Feb. 17 - Group 1 - IBA Center Feb. 20 - Group 2 - IBA Center Call Report: Review and Update Feb. 17 - IBA Center Banking Essentials, Session 1 - Banking 101 Feb. 18 - IBA Center Senior Lender Forum Feb. 18 - Group 1 - IBA Center Feb. 19 - Group 2 - IBA Center The Customer Onboarding Experience - Increasing Share of Wallet Feb. 19 - IBA Center IRA Basics Feb. 24 - IBA Center Marketing Director Forum - New! Feb. 24 - IBA Center IRA Intermediate Issues Feb. 25 - IBA Center IT and Operations Officer Forum Feb. 26 - Group 1 - IBA Center Feb. 27 - Group 2 - IBA Center Indiana Deposit Account Administration March 5 - IBA Center IBA Leadership Development Program: Session 1 - It’s Simple, But It Isn’t Easy March 10-13 - Wooded Glen Executive Retreat & Conference Center, Henryville IBA Future Leadership Division’s Day at the Statehouse March 16 - Indiana Statehouse Implementing the Integrated Disclosure Rules March 16-17 - IBA Center Human Resources Director Forum March 17 - IBA Center Annual Security and Risk Management Conference March 18-19 - Indianapolis Marriott North Training the Credit Analyst March 24-25 - IBA Center Trust Officer/Financial Adviser Forum April 7 - IBA Center Home Mortgage Disclosures Act Seminar April 9 - IBA Center Social Media Bootcamp:The Risks and Opportunities of Your Bank’s Online and Social Media Footprint April 14 - IBA Center Branch Management Series: Session 2 - Growing the Retail Bank April 21 - IBA Center Banking Essentials: Session 2 - Business Operations and Management April 22 - IBA Center Train the Trainer: Plans, Programs and Processes That Work April 23 - IBA Center Senior Retail Lender Forum May 6 - IBA Center Today’s Bank Board Secretary - More Than Just Taking Minutes May 7 - IBA Center Community Bankers for Compliance Series: Session 2 May 11 - Courtyard by Marriott - Fort Wayne May 12 - IBA Center May 13 - IBA Center Risk Management Officer Forum May 21 - IBA Center BSA/AML Compliance School June 2-3 - IBA Center IBA Leadership Development Program: Session 2 - Do Something That Scares You June 3-5 - Wooded Glen Executive Retreat & Conference Center, Henryville IBA Commercial Lending School June 7-12 - IBA Center Chief Financial Officer Forum June 16 - Group 1 - IBA Center June 19 - Group 2 - IBA Center Jan. 6, 2015 - HMDA:What to Know Now, and What’s on the Horizon? Jan. 7 - Apple Pay, the Mobile Payments Game Changer: Considerations and Action Steps for Community Banks Jan. 8 - Disaster Management and Continuity Planning, Including Critical Vendors Jan. 13 - IRA and HSA Update: 2014-15 TaxYears Jan. 14 - CFPB Rules for Mortgage Loan Officer Compensation Jan. 15 - Advanced Endorsements: POAs, Businesses,Trusts and More Jan. 21 - FDIC Trends and Deficiencies Cited in Matters Requiring Board Attention (MRBA) Jan. 22 - Security Officer Reports to the Board: Compliance and Best Practices in Fulfilling Your Annual Requirement Jan. 23 - Call Reports: Basel III and RC-R Changes Line-by-Line Jan. 27 - Customer Complaint and Response Management Jan. 28 - Dealing With ACH Tax Refunds: Exceptions, Posting and Bank Responsibilities Jan. 29 - Emerging Leader Series:The UBPR - Understanding Peer Group Comparison to Improve Bank Performance Feb. 3 - Revisiting Your RESPA and TILA Policies to Include the New Integrated Disclosure Requirements Feb. 4 - Understanding Appraisals and Appraisal Review Concepts for Lenders Feb. 5 - New BSA Officer Training Feb. 10 - FASB/GAAP Update, Including Proposed Modifications to ALLL Calculations Feb. 11 - Qualifying Borrowers Using Personal Tax Returns Part 1: Basics, Itemized Deductions, Interest and Dividend Income, Sole Proprietorships and Capital Gains Feb. 12 - New Accounts Series:Account-Opening Due Diligence Feb. 18 - FinCEN Guidance on Banking Marijuana Businesses Feb. 19 - Regulator Issues and Update for the Credit Analyst Feb. 24 - Advanced ACH Specialist Series: Setting and Monitoring Effective ACH Exposure Limits Feb. 25 - FFIEC Guidelines and Recent Development in Cyber Security Risk Management Feb. 26 - Top 10 Compliance Mistakes in Advertising March 3 - Traditional and Roth IRA Fundamentals, and Compliance Considerations March 4 - Qualifying Borrowers Using Personal Tax Returns Part 2: Income From Rentals, Royalties, Partnerships, S Corporations and Farms March 5 - Free Checking Trends in Today’s Market: Feasibility, Regulations and Benefits March 10 - Update on Capital Planning, Contingency and Basel III for the Board March 12 - Legally Handling ATM and Debit Card Claims Under Regulation E March 17 - Flood Insurance Compliance Review and Update March 19 - Real Estate Valuation: Beyond the Basics March 24 - The TILA / RESPA Integrated Disclosure Line-by-Line Part 1: Loan Estimate
RkJQdWJsaXNoZXIy MTg3NDExNQ==