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.
The deluge of new rules and guidance from financial
regulators is not diminishing, and examiners are as diligent as
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).
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
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
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.
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.
For most banks, performing notarizations is a service that
customers and the general public have come to see as both basic
and expected. In today’s increasingly litigious environment,
Notaries must not only be highly skilled, but more knowledgeable
than ever before.
The five-day Commercial Lending School is the centerpiece of our
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
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.
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.
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.
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!