CALENDAR UPDATE 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 Twitter: @IndianaBankers 9 Hoosier Banker May 2015 Alternative Delivery Channels … Available at your convenience via Webinar, CD-ROM or On-Demand Train the Trainer: Plans, Programs and Processes That Work May 5 - IBA Center Senior Retail Lender Forum May 6 - IBA Center IBA Mega Conference May 11-13 - Indiana Convention Center Community Bankers for Compliance Series: Session 2 - Integrated Disclosures 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 Building Your Incident Response Program June 4 - IBA Center Commercial Lending School June 7-12 - IBA Center What You Should Know About Legal Collections and Bankruptcy June 9 - 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 - Hotel Fort Wayne June 17 - 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 - Safeguarding the Bank and Customer Service 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 Workshop for Loan Assistants and Loan Processors July 15 - IBA Center Introduction to Consumer Loan Origination and Compliance July 16 - IBA Center Analyzing CRE Cash Flow July 21 - IBA Center Administering Construction Loans July 22 - 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 Trust Officer / Financial Adviser Forum Aug. 13 - IBA Center Regional Bank Director Workshop Aug. 17 - Hotel Fort Wayne Aug. 18 - Wooded Glen Executive Retreat & Conference Center, Henryville Branch Management Series: Session 3 - Leading, Developing and Engaging the Team Aug. 18 - IBA Center Regional Bank Director Workshop Aug. 19 - IBA Center IBA Leadership Development Program: Session 3 - Limitations Are Self-Imposed Aug. 19-20 - Wooded Glen Executive Retreat & Conference Center, Henryville Essentials of Banking: Session 4 - Lending, Bank Investments and Bank Performance Aug. 26 – IBA Center Advanced Agricultural Lenders Conference -Strategic Marketing and Planning Sept. 2-3 - Best Western Lafayette Internal Technical Assessments Sept. 3 - IBA Center Senior Retail Banking Forum Sept. 9 - IBA Center State of Indiana Safe Deposit Operations 2015 Guidelines and Update Sept. 10 - IBA Center Call Report Preparation Sept. 17-18 - IBA Center Indiana Deposit Account Administration Sept. 22 - Best Western Plus, New Albany Sept. 23 - IBA Center Annual Security Management Seminar Sept. 22 - IBA Center Risk Management Officer Forum Sept. 24 - IBA Center Advanced Credit Analyst School Sept. 24-25 - IBA Center Mortgage Lending School Sept. 29-Oct. 1 - IBA Center CBC Compliance Schools - Lending Compliance School Oct. 5-8 – IBA Center - Deposit/Operations Compliance School Nov. 4-5 – IBA Center Chief Financial Officer Forum Oct. 6 - Group 1 - IBA Center Oct. 9 - Group 2 - IBA Center Senior Lender Forum Oct. 7 - Group 1 - IBA Center Oct. 8 - Group 2 - IBA Center Annual IT Security and Risk Management Conference Oct. 7-8 – Rising Star Resort, Rising Sun May 5 - Officer Calling: Prospecting, Preparing and Presenting May 5 - Lending 101 May 5 - Revised Escrow Rules Effective Aug. 1 May 6 - From Prospect to Customer: Skills and Tools for Successful Business Development May 6 - Bulletproof Your Loan Portfolio May 6 - Opening New Accounts III:Trust and Minor Accounts May 7 - Director Series: Regulator and Industry Hot Buttons for Directors May 7 - Start Coaching, and Stop Hovering Over the Branch May 8 - BSA Series: Part II - GrowingYour CDD Questionnaire for Business Accounts May 11 - For Sales Managers:Why Aren’tYour Salespeople Selling? May 12 - Duties of the Board Secretary: Fundamentals, Best Practices and E-Package Delivery May 12 - Improving Employee Performance in Everyday Work Situations and Reviews May 12 - What to Do When a Customers Dies May 13 - HMDA Reporting Mistakes May 13 - Home Equity, HELOC and Second-Lien Risk Management, Including Maturing HELOC Guidance May 14 - Dealing With Casual Days, Dress Codes and Work Appearance May 14 - IRA Series: IRA Death Distributions - Beneficiary Options and Tax Consequences May 14 - RC-C Loan Codes for Call Report May 15 - Excel Explained: Introduction to Spreadsheets May 15 - The FFIEC’s New Appendix J on Outsourced Technology Services: Required Actions,Vendor Management and Business Continuity Expectations May 18 - Developing and Organizing an Effective Remote Deposit Capture Program (RDC) May 19 - Wire Transfer Compliance:Who Is Liable? May 19 - Calculating and Maintaining the Allowance for Loan and Lease Losses May 20 - Mortgage Loan Originator Required Training Series - Part 1 May 20 -You’re the New HR Officer ... Now What? May 21 - Advanced ACH Specialist Series:ACH Death Notification Entries (DNEs) and Reclamations:Your Bank’s Liability May 27 - The ALLL in Troubled Debt Restructuring: Identifying and Accounting for Impaired Loans May 28 - Handling Difficult Customers: Effectively Dealing with Intimidation, Negativism and Anger May 29 - Testing Loan Audit Procedures for Integrated Disclosure Compliance Before Aug. 1 Deadline June 2 - Collection Call Techniques: Compliant Telephone Scripts and Responses June 2 - CRA Nuts and Bolts June 2 - Seven Habits of Effective Credit Administration in Commercial Banks June 3 - Advanced Business Accounts June 3 - Compliance Rules Lenders Must Know June 4 - Commercial Appraisal Review Part 1: Income Approach June 9 - Basic Underwriting June 9 - Excel Explained: Minimize Spreadsheet Errors June 9 - Mastering the SBA 7a Loan Part 1: Eligibility and Program Requirements June 10 - Teller Compliance Issues: UCC 3 and 4, CTRs and Reg. CC June 10 - Employment Records and How to Keep Them June 11 - Countdown to the Integrated Disclosure, Deadline Aug. 1 June 11 - Ten ThingsYou Should Look for When Analyzing Balance Sheets June 16 - Analyzing Start-up Businesses June 16 - Properly Handling Fiduciary Accounts: Authority, Ownership, Access and Liability June 17 - Using the New Fannie Mae Collateral Underwriter for Mortgages June 18 - Dealing With Appraisals June 18 - When a Borrower Dies: Next Steps and Best Practices June 23 - From Frontline to Teller Supervisor: Developing Skills and Making a Smooth Transition June 23 - Cybersecurity and the FFIEC Expectations June 23 - What If Employee Engagement Actually Mattered?
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