Education & Training


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.




A Day With the Regulators 2014
San Francisco Marriott Union Square, April 22 and Manhattan Beach Marriott, April 24

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The deluge of new rules and guidance from financial regulators is not diminishing, and examiners are as diligent as ever.

Once again CBA offers its annual one-day seminar designed to give bankers an opportunity to meet face-to-face in an informal setting with their regulators and examiners. This year’s session will include representatives from the Federal Reserve Bank of San Franciso (FRB), the Federal Deposit Insurance Corporation (FDIC), the Office of the Comptroller of the Currency (OCC), and the Consumer Financial Protection Bureau (CFPB).


2014 Human Resources Conference
Newport Beach Marriott Hotel

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Earn HR Institute Certification & CPE Credits!

Join your colleagues and our expert speakers to discuss the economic, legislative, legal and industry trends impacting your bank, and your human resources strategy.  This year we have focused on topics you said were most critical to you and your organizations.


2014 Women in Banking Forum
Hyatt Regency Huntington Beach

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The seventh annual Women in Banking Forum has been designed to offer participants an understanding that success can be achieved at any level given the right tools and knowledge.

Join us in May to hear from key women banking executives and industry leaders. We continue our coverage of hot topics, and California banking industry and trends. Susan Sutherland, SVP and director of the Office of Minority and Women Inclusion will share the Federal Reserve Bank of San Francisco’s commitment to equal employment opportunity and the establishment of this office in accordance with Dodd-Frank.

Don’t miss this unique opportunity to find inspiration and empowerment from the stories of our speakers and discuss strategies for success at the networking reception immediately following the forum. 


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:        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.


Officer Calling: Prospecting, Preparing, & Presentation

Business Development is a vital part of the lending process for Loan Officers, Relationship Managers, Branch Managers, Customer Service Representatives and anyone who has the responsibility of developing good business for their financial institutions.


Too Much Information? Balancing the bank’s need to know with employee rights

This presentation will offer practical guidance to banks as they navigate through this rapidly developing area.


Opening New Accounts II – Business Accounts

It is no longer “okay” to open accounts for non-documented businesses. When you open a commercial account you should verify this is a legal business and who is authorized to transact business on behalf of that entity.


Banking Schools


Commercial Lending 101: Loan Underwriting
Newport Beach and Sacramento sessions

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The five-day Commercial Lending School is the centerpiece of our commercial lending curriculum. This school will cover the major areas commercial loan officers must master in order to build a safe and sound loan portfolio.

Commercial and industrial lending has moved to the forefront for many banks. After years of extending loans to develop and support commercial real estate, loan portfolios have become heavily concentrated in loans secured by commercial real estate. Regulators are demanding banks to diversify their commercial loan portfolios to include more commercial and industrial loans thus lessening the impact of commercial real estate loan concentration.


2014 Regulatory Compliance School
Omni Rancho Las Palmas

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Approved for 41.75 credits by the ABA Institute of Certified Bankers (ICB) toward your Certified Regulatory Compliance Manager (CRCM) certification!

The continued fallout from Dodd-Frank has brought an increased focus by federal regulators on protecting consumers from alleged bank excesses, lead by the Consumer Financial Protection Bureau. You’ll see more emphasis on the compliance management and oversight responsibilities of senior management and Directors. Also you’ll be subject to a steadily increasing ramp-up of Fair Lending issues (and penalties).

Bank compliance today requires the type of information and support that begins with the CBA’s Regulatory Compliance School; it encompasses a network of peers you will get to know at the School. . .and provides the awareness bankers need when managing a cost effective compliance system.


AIB Training


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.


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.


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!


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!