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 CFO Conference
Early-Bird Pricing Extended Through Friday, March 20

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Irvine Marriott

Complimentary Pre-conference Workshop From Our Strategic Partner – Equias Alliance
On Wednesday, April 1, Equias Alliance in partnership with Blanchard Consulting and Crowe Horwath, will host a free pre-conference workshop at Crowe Horwath’s office in Costa Mesa on Executive and Director Compensation Trends and Best Practices and Compensation Plan Financing Options for those individuals who have registered for the CFO Conference. For more information or to register, please download the Pre-Conference Information Guide on the right-hand-side of this page under Resources
 

A recent survey of Fortune 1000 CFOs found that the vast majority – 81% – felt they worked at companies that viewed their finance operation as a “strategic business partner,” involving the CFO in top-level decision-making as never before.

Event

FDIC Community Bankers Series: Bank Capital Adequacy under Basel III
April 14, 2015, at the Walnut Creek Marriott

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Walnut Creek Marriott 

Chief financial officers, controllers, treasurers and preparers of the Report of Condition and Income should not miss this informative half-day seminar.

California Bankers Association and the FDIC are committed to educating bankers on emerging regulatory issues as well as providing a regulatory insight on bank examination topics. 

With the implementation of Basel III capital this year, the FDIC has had numerous questions from the industry on the new requirements and also on the intricacies of filing March 31, 2015, Call Reports. Because of this, the FDIC will provide detailed training for community bankers on Basel III implementation and Call Report requirements.  

Register by Friday, April 3 and have the opportunity to submit your questions to the FDIC to be addressed during this seminar.

Event

2015 Directors Certification Program
A collaborative effort between the California Bankers Association and the Bankers' Compliance Group, Inc to reflect the most recent developments and legislation bank directors are faced with.

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The Waterfront Beach Resort, a Hilton Hotel

The Directors Certification Program was developed as a collaborative effort between the California Bankers Association and the Bankers’ Compliance Group, Inc (BCG). It is updated every year to reflect the most recent developments and legislation to include the new risks and responsibilities bank directors are faced with.

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

Analyzing Business Cash Flow Mandatory 2 Part Series 3/16 & 3/30
This is part 2 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.

 

Learn how to calculate both a Statement of Cash Flows (SCF) and a Uniform Credit Analysis (UCA) model, plus how to use both tools to evaluate business cash flow in conjunction with traditional ratio analysis. The UCA model is an important analytical tool provided as output from business financial statement “spreading” software used for commercial and industrial (C&I) loans. This seminar demonstrates how the UCA model is derived and compares it to the SCF prepared by accountants

 

NOTE:  For more information about Part 1, Business Financial Statement Analysis on March 2 & 9, please review the brochure for that program.

Webinar

Security Officer Workshop
Mandatory 2-part Series 3/25/15 & 4/1/15

This workshop provides a logical and strategic model that will help senior managers and security personnel understand the true scope of security-related regulations and industry-standard practices. The Security Officer may use this model to design and implement a standardized Security Program that meets or exceeds regulatory requirements.

Webinar

Compliance Perspectives: A Monthly Update
Keeping up with changes and deadlines in the compliance area gets more complex every year. Now, we can assist you with that task.

Carl Pry, a well known and highly respected compliance expert will be presenting a monthly one-hour compliance update that will address new items to be aware of, deadlines and what’s on the horizon. In a simple language webinar format that you can view from your office, Carl will make sure you have the information you need to keep your financial institution in compliance.

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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