Education & Training

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

2014 Enterprise Risk Management
The L.A. Hotel Downtown (Hyatt)

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A practical approach to building an Enterprise Risk Management process in your organization. 

ERM is central to addressing safety and soundness and key Dodd-Frank requirements.  Experience shows that banks can create a competitive advantage and maximize value by properly implementing and maintaining ERM.  This principle applies to banks of all sizes and ERM must be tailored to fit each institution’s unique risk profile, size and complexity.

Event

2014 Fundamentals of Credit Analysis
Newport Beach Marriott Hotel

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The workshop takes key financial principles back to the basics to provide bankers with the tools they need to be conversationally competent when interacting with business clients, prospects and senior lenders.

Event

2014 Graduate School of Compliance Management
Hyatt Regency Newport Beach

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This two and a half-day program will  provide in depth guidance on developing, implementing, and maintaining an effective Compliance Management System (CMS) that enhances your institutions strategic plan.

Our new Graduate Compliance School is designed for experienced officers and risk managers who strive for regulatory excellence by ensuring the Compliance Management System integrates compliance ownership into the culture of the bank. The goal is to shrink the communications gap between revenue producers and techno-centric compliance officers. You will outpace your peers by speaking in risk-based terms to close the gap between those who have responsibility as product owners and your compliance governance, scrutiny and oversight duties

Overview

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

CBA is now pleased to partner with two webinar providers:

BankWebinars.com        ConferenceEdge

All of the webinars coming up in the next month or so are listed below. When you click on the link to register you will be brought to one of the two websites. As such each has its own log-in protocol.

Webinar

Business Accounts: Authority and Liability

There are many types of business accounts with many different ways to do business at our financial institution’s today.

Webinar

Best-Ever Compliance Checklists for Commercial Loans

We tend to think of business and agricultural loans as being exempt from troublesome compliance requirements.

Webinar

Safe Deposit Webinar Series – Legal Documents & Issues

At the mention of legal documents and issues most employees panic.  What are the consequences if I make a mistake?  Will I be terminated?

Overview

Banking Schools

Event

2014 Graduate School of Compliance Management
Hyatt Regency Newport Beach

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This two and a half-day program will  provide in depth guidance on developing, implementing, and maintaining an effective Compliance Management System (CMS) that enhances your institutions strategic plan.

Our new Graduate Compliance School is designed for experienced officers and risk managers who strive for regulatory excellence by ensuring the Compliance Management System integrates compliance ownership into the culture of the bank. The goal is to shrink the communications gap between revenue producers and techno-centric compliance officers. You will outpace your peers by speaking in risk-based terms to close the gap between those who have responsibility as product owners and your compliance governance, scrutiny and oversight duties

Overview

AIB Training

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AIB Diplomas
Diplomas provide a broad and in-depth coverage of banking as a profession

For more than 100 years, bankers have taken advantage of the diploma and certificate programs sponsored by the American Institute of Banking (AIB) to prepare for careers in banking or to enhance the skills and knowledge they already possess. Diplomas, which take longer to complete, 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.

Course

AIB Certificates
Certificates build the skills necessary for specific positions in your bank

Certificates build the skills necessary for a specific position in the bank and can be taken entirely online as a certificate curriculum. The programs are continually reevaluated and refined to reflect the current needs of bankers in their jobs today and changes in the industry.

ABA eLearning includes more than 130 training courses in the retail, small business banking, wealth management and trust, management and leadership, and compliance topics, many of which lead to certification.

When you have earned a certificate, please fax or mail the appropriate worksheet to the CBA office. You will be billed a $30 processing fee per certificate.

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Books and Resources

Have trainers and/or subject matter experts within your bank who like to train other employees? Lack the materials to run your own workshops? Not anymore!

Overview

Customized In-House Training
In-House Programs for Management and Professional Development

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Have you ever seen one of our seminars or schools and said to yourself, “I’d like to send all of our bankers to that class, but between the registration and travel costs it doesn’t make sense.” Well we may be able to help you with that.

CBA, through unique partnerships with state banking associations across the country, can provide education on a wide variety of topics.  We have a network of consultants and training companies that we work with to create the curriculum that you see on our website, much of which we can deliver at your bank, and at a reduced cost!

Event

Safety & Soundness 2014
Hyatt Regency Newport Beach

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Hear what the CA DBO, the OCC, the FRB and the FDIC have to say!

As we move past the recent banking crisis to a recovery for our industry, we are all focused on what our regulators are suggesting as it relates to avoiding another one of these periods. We see a clear picture evolving that places greater emphasis on “dynamic” vs. “static” risk management procedures and this seems to be the most significant challenge facing us all as we head into 2015. 

Commands