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.




2014 Mergers & Acquisitions
Disney's Grand Californian Hotel

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The banking industry’s consolidation over the last 30+ years has been dramatic.  According to the FDIC, there were approximately 20,000 U.S. banks and thrifts in 1980, and this number dropped to 6,812 at the end of 2013.  There are a variety of factors that have contributed to this decrease and we see consolidation as the driving force moving forward.


Commercial Real Estate Lending & Appraisals
Hyatt Regency Newport Beach

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Despite the recent downturn, commercial real estate (CRE) loans remain an important component of bank loan portfolios, and many of our commercial and Industrial (C&I) business owners have significant CRE investments.  This two-day program demonstrates (from case studies) the key variables and concepts for determining CRE cash flow and the key components of CRE appraisals and the review process involved.


2014 Directors Certification Update
October 21 in Newport Beach & October 23 in San Francisco

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Keep your certification current by attending our annual update session!

Changes are looming for bank directors.  For the last four years, the implementation of the Dodd-Frank Act has been a game changer for the banking industry and the boardroom.  New governance, capital, investment and compliance rules have come into play in 2014.  Financial services regulation is changing rapidly and dramatically.


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.


Understanding Loan Documents – Part 1

Have you ever read your bank’s promissory note, security agreements or mortgage/deed of trust? Most bankers would have to admit the answer is: NO. This new series was developed by a lawyer who has been teaching loan documentation nationwide for more than 20years.


First Impressions – New Customer Onboarding Strategies

With little differentiation between products, pricing and technology one of the most impactful ways to set your organization apart from the competition is through outstanding customer service, especially with new customers.


Commercial Construction Lending

Construction Loan Administration has been designed to provide Commercial Loan Officers and Junior Commercial Loan officers a broad introduction to the various components of construction lending.


ABA Training


ABA 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 Bankers Association 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.


ABA 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!