Tips for Bank Trainers

Resolve to upgrade your training program in 2014 – what a great way to end the year and start the new one!  This program is full of tips, tools and techniques that are guaranteed to make any bank training program better.

This two-hour webinar is full of tips and information you can use when charged with training bank staff. You will learn how to use available resources and budget dollars to provide training on required regulatory topics and job specific functions.

Scheduling employees to attend public programs is essential when the topic requires expert knowledge not found among bank staff. However, public programs are only part of the picture. Considerable training is needed on bank policies, procedures, forms and disclosers. This bank-specific training is generally conducted in-house by an employee of the bank. Whether you are a trainer by choice or a trainer by default the necessary skill set is the same


  • Develop training materials using bank policies, procedures, forms and disclosures;
  • Establish a training environment in any setting;
  • Improve presentation skills;
  • Measure the effectiveness of training conducted; and
  • Hold employees accountable for training received


Everyone responsible for training your bank’s staff is encouraged to attend. Novice trainers and experts alike will benefit from the presentation and materials provided.  The program will also be extremely helpful to those who are not full-time trainers, including compliance officers, operations officers, lenders and all content matter experts.


Laura Wilson, Pegasus Educational Services, LLC, is a gifted trainer who proves learning can be fun.  Audiences routinely comment that her recollection of material content and sense of humor are unique among presenters on technical topics.  Her career in training on banking related issues began in 1987.  At one time she served as the regulatory compliance trainer for a $3 billion savings bank.  Later, she was a senior consultant and full-time trainer for a regional consulting firm for financial institutions.  She has served on the faculty of the OTS’ Level I Compliance School and the FDIC’s Bank Operations and Compliance School for examiners.  In addition to presenting seminars for seventeen state banking associations, she has been an instructor at compliance schools sponsored by the Iowa, Kentucky, Texas and Pennsylvania bankers associations.  Laura is a member of the American Society for Training and Development.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits:


Live Webinar:

Member price: $265.00 | Non member price $530.00

On-Demand Webinar

Member price: $280.00 | Non member price $560.00


Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

1516 Xavier St., Ste 500, Denver, CO 80204

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.