CALENDAR UPDATE 8 Hoosier Banker February 2015 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 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 Day at the Statehouse, sponsored by IBA Future Leadership Division March 16 - Indiana Statehouse Understanding and Implementing the New 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 Residential Mortgages and Construction Lending March 20 - IBA Center Training the Credit Analyst March 24-25 - IBA Center Flood Insurance: Key Fundamentals and Flood Compliance by the Case March 26 - IBA Center Trust Officer/Financial Adviser Forum April 7 - IBA Center Home Mortgage Disclosures Act Seminar April 9 - IBA Center Bank Robbery Prevention April 13 - Huntingburg Event Center April 14 - Best Western Plus, New Albany April 15 - Chapman’s Restaurant, Bloomington April 20 - Fort Wayne Hotel April 21 - Best Western Executive Plaza Lafayette April 22 - Batesville (site TBD) Social Media Bootcamp:The Risks and Opportunities of Your Bank’s Online and Social Media Footprint April 14 - IBA Center Certification Training for the Certified Community Banking Security Professional April 15-16 - IBA Center Branch Management Series: Session 2 - Growing the Retail Bank April 21 - IBA Center Essentials of Banking: Session 2 - Business Operations and Management April 22 - IBA Center Compliance Administration and Audit April 22 - IBA Center Train the Trainer: Plans, Programs and Processes That Work April 23 - IBA Center Auditing BSA April 23 - IBA Center IBA Consumer Lending School April 28-29 - IBA Center Senior Retail Lender Forum May 6 - IBA Center Today’s Bank Board Secretary - More Than Just Taking Minutes May 7 - IBA Center IBA Mega Conference May 11-13 - Indiana Convention Center Community Bankers for Compliance Series: Session 2 May 18 - Courtyard by Marriott, Fort Wayne May 19 - IBA Center May 20 - 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 Integrated Disclosure Rules for Processors and Lenders June 16 - Location TBD June 17 - IBA Center IBA Commercial Lending School June 7-12 - IBA Center Senior Lender Forum June 17 - Group 1 - IBA Center June 18 - Group 2 - IBA Center Auditing Operations June 18 - IBA Center Marketing Director Forum June 23 - IBA Center Essentials of Banking: Session 3 - Customer Service, and Safeguarding the Bank June 24 - IBA Center IT Officer and Operations Officer Forum June 25 - Group 1 - IBA Center June 26 - Group 2 - IBA Center Human Resources Director Forum July 14 - IBA Center Real Estate Lending Compliance July 28-29 - IBA Center Community Bankers for Compliance Series - Session 3 Aug. 10 - Courtyard by Marriott, Fort Wayne Aug. 11 - IBA Center Aug. 12 - IBA Center March 2 - Bank Call Report Prep for Beginners - Part 2 March 3 - Best-Ever Compliance Checklists for Commercial Loans March 3 - BIRA Series:Traditional and Roth Fundamentals and Compliance Consideration March 4 - Completing the SAR Line-by-Line 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 9 - Bank Call Report Prep for Beginners - Part 3 March 9 - For Salespeople: Grow Your Businesses, Get Introductions! March 10 - Directors’ Series: Update on Capital Planning, Contingency and Basel III for the Board March 12 - Notary Public March 12 - Legally Handling ATM and Debit Card Claims Under Regulation E March 13 - CTR Exemptions: Reviews, Mergers, Revocations and More March 16 - Bank Call Report Prep for Beginners - Part 4 March 18 - Fair Lending and the CFPB in Underwriting, Servicing and Collections March 19 - Health Savings Accounts March 19 - Living Trust Documents March 19 - Real Estate Valuation: Current Issues and Best Practices March 23 - Bank Call Report Prep for Beginners - Part 5 March 23 - Teller Compliance Issues March 24 - The TILA / RESPA Integrated Disclosure Line-by-Line Part 1: Loan Estimate March 25 - RESPA / TILA March 25 - Call Report Revisions and Update: Including an Overview of Basel III Regulatory Capital Changes to Schedule RC-R March 26 - Power of Attorney March 31 - New Accounts Series - Opening Trust Accounts: Compliance, Documentation, Signing Authority and Deposit Insurance Issues April 2 - UCC April 2 - Emerging Leader Series - Branch Transformation: Balancing the Trend Toward Virtual Banking,While Enhancing Your Customer’s Experience April 9 - Call Report - Lending Schedule for Banks April 9 - Deposit Regulation Update April 9 - Advanced Issues in Dormant Accounts, Unclaimed Property and Escheatment April 14 - The Pitfalls of Vault Security, Disaster and Self-Service Boxes - 2015 Update April 14 - Writing an Effective Credit Memo April 14 - CFPB Real Estate Loan Collection Rules for Mortgage Servicers April 15 - Excel Explained: Introduction to Spreadsheets April 16 - Reg E - How Expensive Is a Compliance Mistake? April 16 - UpdatingYour Bank’s BSA/AML/OFAC Risk Assessment April 17 - Understanding and Addressing Critical Interest-Rate Risk Issues:The Regulatory Perspective
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