Education

Overview

CBA Offers a Variety of Educational and Training Offerings

The California Bankers Association provides our members with the educational offerings and conferences necessary to grow their businesses and to keep them profitable. One of the best investments any bank can make is in the ongoing education and training of its employees.

CBA has had a long-standing commitment to providing its members with timely, high quality, cost-effective learning. In 2005 we became your local American Bankers Association (ABA) training provider, and now offer the entire American Institute of Banking (AIB) continuing education curriculum.

Through a comprehensive program of conferences, banking schools, teleconferences, on-line courses, and seminars offered in flexible delivery formats, CBA can help bankers at every level develop their professional and technical skills, from entry level through executive management.

Overview

Seminars

Event

2015 Loan Portfolio Management
This highly interactive training program is designed to provide participants with an array of ideas, tools and techniques to help you better manage and grow your loan portfolio

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Hyatt Regency Newport Beach

In an increasingly competitive environment, it is critical for bankers to be able to recognize opportunities among both new and existing customers. Prudent and profitable lending also requires sound skills and solid judgment in assessing potential borrower risk.

Event

2015 Call Report Preparation
Review each schedule of the quarterly call report with emphasis on the extensive 2014-2015 revisions, accounting changes and regulatory guidance with particular attention to the new RC-R schedules.

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Sheraton Pasadena

Beginning in March, 2015 all banks, regardless of size, will have to complete a new RC-R schedule on risk based capital incorporating changes under the Basel III rule. All call report filers must permanently opt in or opt out of the inclusion of accumulated other comprehensive income in capital ratios with the first filing in 2015.  

Event

2015 ABA Compliance Schools
CBA Members Receive Discounted Rate

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Doubletree Hilton Mission Valley, San Diego

We have partnered with the American Bankers Association to offer you two great options for compliance schools in 2015. CBA members can register using the special forms located under the “Resources” tab and receive ABA member rates!

Overview

Customized Onsite Training
Onsite Programs for Management and Professional Development

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Let CBA Bring the Classroom to You!

CBA’s offsite seminars are excellent opportunities to stay current on trends and topics in the banking industry, and network with colleagues. However, these educational opportunities are not always feasible as travel expenses and time away from the office often limit who can attend an offsite seminar.

Private, customized, onsite training is the perfect option for banks that need a cost-effective way to train a large number of employees at once on a number of topics such as:
 

Overview

Webinars
Webinars, Webcasts, Telebriefings and On Demand Seminars are a cost-effective and time-efficient way to maximize your training dollars.

If you would like further details on any of these programs, don’t hesitate to call Corbett Cutts at (916) 438-4428 or email ccutts@calbankers.com.

CBA currently partners with two webinar providers:

Webinar

Demystifying the New Liquidity Requirements for Community Banks
Understand the Basel Principles for Sound Liquidity Risk Management and Supervision and improvements to the Basel liquidity framework and become familiar with the U.S. regulatory implementation of these principles, including the Dodd Frank Act enhanced pr

 

The liquidity issues experienced by some banks during the recent financial crisis illustrated that the Basel Principles for Sound Liquidity Risk Management and Supervision published in 2008 did not provide all the tools needed for effectively managing liquidity. The Basel Committee on Banking Supervision (BCBS) has developed standards to address both short- and long-term liquidity requirements. U.S. regulators are in the process of phasing in new requirements, including enhanced prudential standards for “too large to fail” banks. Because requirements vary based on bank asset size and portfolio composition, there is significant confusion about which standards, if any, apply to each institution.

Webinar

Analyzing Business Financial Statements Mandatory 2 Part Series 3/2 & 3/9
This is part 1 of an in-depth series designed to increase your proficiency in the essentials of business financial analysis. Case study exercises are used throughout to reinforce the principles and techniques learned.

 

Part 1 introduces the structure and format of business financial statements, plus the basic ratios and analytical techniques.

NOTE: For more information about Part 2, Business Cash Flow Analysis on March 16 and 30, please review the brochure for that program.

Webinar

Understanding the New Integrated Disclosure Rules
The New Loan Estimate

The Integrated Disclosure rules are monumental. This comprehensive webinar series explains the hundreds of pages of new regulations to help you prepare for the August 1, 2015, effective date.

Overview

ABA Training

ABA Training is a comprehensive source for training and education available through the American Bankers Association (ABA) or previously through the American Institute of Banking (AIB). All AIB courses, certificates, diplomas and more are now part of ABA Training, and are brought to you through the California Bankers Association, your local ABA training provider.

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Facilitated Online Training Courses

These courses are available in a virtual classroom environment, complete with fellow students, instructor guidance and feedback. Facilitated online training courses offer banking-specific content supported by:

  • Experienced instructors with banking expertise
  • Exercises and exams to validate your understanding
  • A flexible weekly schedule with no set day or time
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ABA Self-Paced Online Training Courses

In partnership with the ABA, CBA offers you high-quality education in a convenient online format to suit your schedule and career goals. ABA’s self-paced online course library offers cost-effective banking, business, and trust courses that deliver and skills and concepts that can be immediately applied on the job. 

ABA eLearning provides enhanced training support with tools like our unique, role-based training roadmaps that guide users through a proven training path; blended learning extensions that enable immediate facilitated practice and application of learning in a classroom environment; and world-class implementation support that ensures the success of your training program.

ABA offers more than 190 eLearning courses in the following content areas. They take between 2 – 8 hours to complete including a short test at the end of the course. Courses can be purchased one at a time for individual use or through CBA banks can purchase a License to access a single course, a suite, or the catalog for their bank’s use. And many of these courses also link to ABA Certificates and Diplomas.

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ABA Certificates and Diplomas

For more than 100 years, bankers have taken advantage of ABA (and previously AIB) diploma and certificate programs to prepare for careers in banking or to enhance the skills and knowledge they already possess. 

ABA Certificates:

Certificates build the skills necessary for a specific position in the bank and can be taken entirely online as a certificate curriculum. 

Bank Service Provider Certificate
Bank Teller Certificate 
Branch Manager Certificate 
Certificate in Lending Compliance
Certificate in Commercial Lending
Customer Service Representative
Personal Banker Certificate
Small Business Banker Certificate
Supervisor Certificate 
Team Leader Certificate
Universal Banker Certificate *NEW*
 

ABA Diplomas:

Diplomas provide broader and more in-depth coverage of banking as a profession. The programs are continually reevaluated and refined to reflect the current needs of bankers in their jobs today and changes in the industry.

Bank Financial Management 
Bank Operations Diploma  
Business Banking and Commercial Lending Diploma 
Consumer Banking Diploma
General Banking Diploma
Military Banking Operations Diploma 
 

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