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 Human Resources Conference
Addressing the critical HR topics our member banks face today.

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Irvine Marriott

Earn HR Institute Certification and CPE Credits!

Join your colleagues and our expert speakers to discuss the challenges and best practices when it comes to attracting, developing, and retaining talent in today’s competitive and unique marketplace.

Event

2015 Women in Banking Forum
Designed to inspire and empower women bankers, the eighth annual Women in Banking Forum offers participants an understanding that success can be achieved at any level given the right tools and knowledge.

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Join us in May at the Hyatt Regency Huntington Beach Resort to hear from key women banking executives and industry leaders as we discuss the importance of personal brand management: what is it, how do you define it and how to not let others’ perceptions define you. 

Event

2015 Analyzing Financial Statements and Tax Returns
How do you determine the creditworthiness of current and prospective customers?

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Sheraton Los Angeles Downtown Hotel

One of the core elements in your commercial lending training.

Designed to assist bankers with the responsibility of examining personal and corporate financial statements and tax returns, this two-day program will focus first on Personal Financial Statements and Tax Returns, before moving on to Business Financial Statements and their tax return equivalents. 

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

Opening New Accounts – Three-Part Series
This is a three-part series. Each session can also be attended individually.

Part I – Legal Ownership of Consumer Accounts
Wednesday, April 22nd, 2015
08:00 AM – 10:00 AM PST

Part II – Business Accounts
Wednesday, April 29th, 2015
8:00 AM – 10:00 AM PST

Part III – Trust, Fiduciary and Minor Accounts
Wednesday, May 6th, 2015
10:30 AM – 12:30 PM PST

Webinar

Home Equity Lines of Credit
The past year has seen a tremendous increase in demand for HELOC's. Looking at current projections for this product, it will be one of the most popular products that lenders will offer. This class will give a great overview of all the aspects of a HELOC.


The past year has seen a tremendous increase in demand for HELOC’s. Looking at current projections for this product, it will be one of the most popular products that lenders will offer. This class will give a great overview of all the aspects of a HELOC. 

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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