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Principles of Banking

Principles of Banking

 

Who Should Participate

Personnel new to banking, at any level or bankers who would like a refresher.

Topics

Long recognized as the premiere introductory course to the banking industry, ABA Principles of Banking touches on nearly every aspect of banking, from the fundamentals of negotiable instruments to contemporary issues and developments within the industry.



After successfully completing this course, you will be able to:

  • Explain the context, structure, and operation of banks as both service providers and profit-making enterprises that rely on employees to provide customer-focused service
  • Describe how the evolution of the U.S. banking system has led to the opportunities and responsibilities of banks and bank employees today
  • Explain how banks function as financial intermediaries, contribute to the flow of economic activity, and help the Federal Reserve fulfill its role in managing monetary policy
  • Describe the roles of boards of directors, senior management, committees, and employees in the business operations of banks
  • Explain banking laws and regulations related to payment processes
  • Discuss how consumers and businesses bank electronically, how electronic banking is evolving, and laws related to electronic banking
  • Identify the types of loans banks offer their customers, the lending process, and laws and regulations pertaining to lending
  • Discuss methods by which banks protect customer data, identify customers, and authenticate transactions, and describe the various types of fraud against bank customers and how they can protect their privacy and identities
  • Explain how banks safeguard their assets and protect the nation’s economy by adopting appropriate employee hiring and vendor management practices and remaining vigilant to crimes against banks 

Presenters

Michele Boeder, CMA, has worked in the banking industry for 25 years in both Finance and Project Management. Michele has been responsible for budgeting, cost accounting, acquisition analysis, implementing branch profitability, strategic planning, financial and regulatory reporting, operations, compliance, audit and IT. A graduate of University of Wisconsin, Michele is currently the CFO of Signature Bank.

Daniel Roberts has enjoyed working in the banking industry for 25+ years. During that time, he has worked for several community banks as a commercial banker. Dan graduated from the University of Minnesota with a degree in Accounting and Economics.

Registration Fee (This fee includes continental breakfast, lunch, and refreshments)

Member: $325.00 (plus $95 and sales tax for NEW Principles of Banking 11th Edition textbook)
Qualified Non Member Bank:
$599.00 (plus $95 and sales tax for NEW Principles of Banking 11th Edition textbook)

Note: You will receive a separate invoice for $95 plus sales tax for the textbook. Textbooks will be distributed at the first class.

 

Note:  You will be given the option to pay by credit card or to invoice your company during the checkout process.

Dates & Times

March 7 & 8, 2018
9:00 AM - 5:00 PM

Location

Minnesota Bankers Association
8050 Washington Avenue South
Eden Prairie, MN  55344
952-835-3900
Click here for directions

Lodging

Lodging arrangements can be made at: Hyatt Place, Eden Prairie. Click here to make an online reservation, or call
952-944-9700 - dial “0” for the front desk, (Ask for the Minnesota Bankers Association rate of $145.00, plus tax)


Make your attendance count towards your continuing professional education credits! The MBA will provide a certificate of attendance that you may submit to the appropriate advisory board. You will receive one (1) ABA credit for this class. Apply the class credit to a number of ABA certificates and diplomas. 

Registration Policy - ABA Training classes

Please register at least one week before the start of the first day of the class. If registering after that day, textbooks will not be sent out, but will be available at the first class. 

Cancellation Policy

The MBA reserves the right to cancel programs due to insufficient enrollment, instructor illness, or other reasons. Participants wishing to cancel must inform the MBA in writing prior to the event. Send cancellation notices to maryh@minnbankers.com. A cancellation fee of 25% of the program cost will be charged for withdrawing, or you may send a substitute. The full program fee will be charged for withdrawing after the event has taken place or a no-show. If you withdraw/cancel after receiving the textbook, the textbook fee will not be refunded and the textbook cannot be returned to the MBA.

Non-Members

Qualified non-member bankers are encouraged to apply. Please call our office for further information.

Special Needs

If you have a disability that may affect your participation in this program - or any dietary issues - please send a statement regarding any special needs at least two weeks prior to the program. We will contact you to discuss accommodations.
When:
3/7/2018 9:00 AM - 3/8/2018 5:00 PM
Where:
Minnesota Bankers Association
8050 Washington Avenue South
Eden Prairie, MN 55344

Please note that you must be logged in to register online