A Local ABA Training Provider
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 Finance, Operations, and Project Management for several community banks. Michele has been responsible for budgeting, strategic planning, financial and regulatory reporting, operations, compliance, audit and IT. A graduate of University of Wisconsin, Michele is currently working as an Executive Bank Consultant.
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 both days)
| Member: |
$325.00 (plus $95 and sales
tax for Principles of Banking 11th Edition textbook)
|
Qualified Non Member Bank:
|
$599.00 (plus $95 and sales
tax for 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 10 & 11, 2020
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 $148.00, 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 to maryh@minnbankers.com at least two weeks prior to the
program. We will contact you to discuss accommodations.