Education/Training
Government Affairs Committee Meeting
Date/Time: 12/1/2010 12:00 - 2:00 pm
Government Affairs Committee: determines CBA’s positions and actions on legislative, regulatory and political matters, including litigation. Participants should have an interest in politics and be in mid- to senior-level management. Utilizes Legislative Review Subcommittee, Regulatory Review
Government Affairs Committee Meeting
Date/Time: 11/3/2010 2:00 - 3:00 pm
Government Affairs Committee: determines CBA’s positions and actions on legislative, regulatory and political matters, including litigation. Participants should have an interest in politics and be in mid- to senior-level management. Utilizes Legislative Review Subcommittee, Regulatory Review
Government Affairs Committee Meeting
Date/Time: 10/6/2010 12:00 - 2:00 pm
Government Affairs Committee: determines CBA’s positions and actions on legislative, regulatory and political matters, including litigation. Participants should have an interest in politics and be in mid- to senior-level management. Utilizes Legislative Review Subcommittee, Regulatory Review
Government Affairs Committee Meeting
Date/Time: 9/1/2010 2:00 - 3:00 pm
Government Affairs Committee: determines CBA’s positions and actions on legislative, regulatory and political matters, including litigation. Participants should have an interest in politics and be in mid- to senior-level management. Utilizes Legislative Review Subcommittee, Regulatory Review
Government Affairs Committee Meeting
Date/Time: 8/4/2010 12:00 - 2:00 pm
Government Affairs Committee: determines CBA’s positions and actions on legislative, regulatory and political matters, including litigation. Participants should have an interest in politics and be in mid- to senior-level management. Utilizes Legislative Review Subcommittee, Regulatory Review
Lending: Restructuring Commercial Loans
Date/Time: 6/18/2010 8:30 am - 3:30 pm
(Grand Junction)
COMMERCIAL LOANS, along with many other credit products today, are being negatively impacted by the slow down in the economy. Attend this proactive NEW seminar and learn how to PROPERLY STRUCTURE the “initial” commercial loan, RENEGOTIATE a commercial loan that is faltering, and
Loan Documentation- A Hands-On Approach
Date/Time: 6/17/2010 9:00 am -4:00 pm
(Denver)
Participants in this NEW one-day Loan Documentation program will receive a unique opportunity to review loan documents by working through a variety of case studies. The program will begin with a thorough overview of commercial lending requirements and loan documentation. Basic “business”
2010 Tri-State Bankers Summit
Date/Time: 6/13/2010 - 6/15/2010
Join the Colorado, Montana and Wyoming Bankers Associations from June 13-15 at the Jackson Lake Lodge in Grand Teton National Park
Business Partners - For questions regarding Sponsor & Advertising opportunities, contact Jason with the Montana Bankers Association at 800/541-5126 or .(JavaScript must
Two Day IRA Worskshop
Date/Time: 6/9/2010 - 6/10/2010
(Denver)
ICB-CISP
To be successful in the retirement plans industry, IRA professionals must keep up to date on the latest IRA rules. This educational program is designed to provide the most current IRA information to attendees—whether they are new to IRAs or are experienced IRA professionals. This
KC Fed 2010 Ag Symposium: Farming, Finance and the Global Marketplace
Date/Time: 6/8/2010-6/9/2010
SAVE THE DATE: June 8 and 9, 2010
(Kansas City, MO) The Federal Reserve Bank of Kansas City is bringing banking and business leaders, government officials, and academia together to explore the forces shaping the profitability and structure of the agricultural marketplace in the 21st century.
Lending: Credit Analysis of Commercial Loans
Date/Time: 5/18/2010 8:30 am - 3:30 pm
(Denver)
THIS 6-HOUR SEMINAR IS BEING OFFERED TO ADDRESS THE NEEDS OF BEGINNING CREDIT ANALYSTS AND LENDERS BY REINFORCING THEIR SKILLS IN ALL ASPECTS OF CREDIT ANALYSIS.
Attend this training and you will experience "real life" case studies/loan requests-- examining all aspects of credit analysis.
Deposit Accounts: Legal Issues, Documentation and Compliance
Date/Time: 5/6/2010 8:30 am - 4:00 pm
(Denver)
THE FACTS ARE IN! Many financial institutions are increasingly taking more losses in the new account area than in the loan area. The reason – not recognizing fraudulent accounts! Too often new account personnel receive twenty minutes of training before opening their first account. Most of
Government Affairs Committee Meeting
Date/Time: 5/5/2010 2:00 - 3:00 pm
Government Affairs Committee: determines CBA’s positions and actions on legislative, regulatory and political matters, including litigation. Participants should have an interest in politics and be in mid- to senior-level management. Utilizes Legislative Review Subcommittee, Regulatory Review
2010 Advanced Compliance School
Date/Time: 5/5/2010 - 5/7/2010
(Golden)
WHY SHOULD YOU ATTEND?
The Compliance Officer’s job is NOT getting any easier. In fact, there are days when it feels like the sky is falling. Yet as the compliance officer, you must stay on top of new developments and keep your bank’s staff up to date. Anything less leaves your bank
Deposit Accounts: Legal Issues, Documentation and Compliance
Date/Time: 5/5/2010 8:30 am - 4:00 pm
(Colorado Springs)
THE FACTS ARE IN! Many financial institutions are increasingly taking more losses in the new account area than in the loan area. The reason – not recognizing fraudulent accounts! Too often new account personnel receive twenty minutes of training before opening their first
Robbery Prevention Response & Aftermath Video Webcast Series
Date/Time: 4/28/2010 12:30-2:30 pm
Robbery response training can save lives! This two-part webcast will help you develop an effective robbery prevention, response and aftermath program and train all your staff.
Banks must provide initial and continuing robbery training for ALL employees. This two-part webcast series will help
Banking Fundamentals Video Webcast Series: How Banks Make Money
Date/Time: 4/26/2010 12:30-2:30 pm
A banker's professional growth must be based upon a foundation of understanding how a bank works and makes money. Understanding basic banking principles will help participants become better prepared to meet the challenges facing the industry now and in the change-filled future. This program
Robbery Prevention Response & Aftermath Video Webcast Series
Date/Time: 4/21/2010 12:30 - 2:30 pm
Robbery response training can save lives! This two-part webcast will help you develop an effective robbery prevention, response and aftermath program and train all your staff.
Banks must provide initial and continuing robbery training for ALL employees. This two-part webcast series will help
Professional Head Teller Workshop I
Date/Time: 4/21/2010 9:00 am - 4:00 pm
(Denver)
LEADING THE CURRENT CHALLENGES OF TELLER LINE OPERATIONS!
Attend the first of three workshops in this 3-part series and learn how to help your customers who are worried and concerned, as well as what to say when a customer is angry. This program will also cover how to motivate staff during
Branch Manager Workshop IV
Date/Time: 4/20/2010 9:00 am - 4:00 pm
(Denver)
Attend this session and learn how to create realistic, challenging goals and objectives for your branch. Discussion will also center around how to successfully manage your most difficult customers, cyberspace banking and how to make a proposal to upper management. Below are highlights of
Banking Fundamentals Video Webcast Series: Becoming a Banker
Date/Time: 4/19/2010 12:30-2:30 pm
Our industry needs bankers, not just people who work at a bank! This program provides knowledge of a variety of issues bankers must understand to better serve their customers, help their banks grow and prosper, and grow as professionals. This program provides practical information and immediately
Conducting a Fair Lending Self Assessment
Date/Time: 4/16/2010 12:30-2:30 pm
This program explains a method of self assessment based on interagency fair lending examination procedures. It involves side-by-side file review and other techniques that help you rapidly focus on areas in which problems are most likely to occur.
The primary purpose of a Fair Lending Self
Lending: Problem Loans and Workouts
Date/Time: 4/16/2010 9:00 am - 4:00 pm
(Pagosa Springs)
NOTE: This NEW program is a follow-up to the "Lending: Assessing The Risk ~ How To Avoid Problem Loans" class that was held on October 16, 2009 in Pagosa Springs, CO.
The earlier a problem loan can be detected the greater the opportunity to take corrective action and minimize the
Security and Risk Management
Date/Time: 4/15/2010 9:00 am - 12:00 pm
(Denver)
The financial institution's Board of Directors must determine the form and scope of the security function. Traditionally, board members receive limited -- or no -- education about their respective roles within the security function. The purpose of this presentation is to provide board
Lending: Understanding Small Business Borrowers and Their Needs
Date/Time: 4/15/2010 9:00 am - 4:00 pm
(Grand Junction)
This NEW one-day program is designed to assist business lenders in meeting the credit needs of their small business customers and overcoming the challenges that those customers present in today’s difficult lending environment. Students who attend this session will learn to ask
Security and Risk ManagementL Conducting your Annual Security Review
Date/Time: 4/14/2010 9:00 am - 4:00 pm
(Denver)
This live, comprehensive program focuses on the ever-changing issues involving the development, maintenance and updating of each bank's required, evolutionary Security Program. Your review and subsequent Report should involve security and related issues as they affect the five (5) most
Lending: Understanding Small Business Borrowers and Their Needs
Date/Time: 4/13/2010 9:00 am - 4:00 pm
(Denver)
This NEW one-day program is designed to assist business lenders in meeting the credit needs of their small business customers and overcoming the challenges that those customers present in today’s difficult lending environment. Students who attend this session will learn to ask the right
Security and Risk Management: Conducting your Annural Security Review
Date/Time: 4/13/2010 8:30 am - 3:30 pm
(Grand Junction)
This live, comprehensive program focuses on the ever-changing issues involving the development, maintenance and updating of each bank's required, evolutionary Security Program. Your review and subsequent Report should involve security and related issues as they affect the five (5)
Government Affairs Committee Meeting
Date/Time: 4/7/2010 2:00 - 3:00 pm
Government Affairs Committee: determines CBA’s positions and actions on legislative, regulatory and political matters, including litigation. Participants should have an interest in politics and be in mid- to senior-level management. Utilizes Legislative Review Subcommittee, Regulatory Review
RDC Work Program - Are You Ready for Your Next Exam?
Date/Time: 4/7/2010 12:30-2:30 pm
The long awaited Remote Deposit Capture Work Program has been released. This webinar will provide insight into examiner expectations and help ensure you have the appropriate policies and procedures in place and are prepared for their questions.
In January of 2009, the FFIEC agencies released the
Analyzing Business Strength & Performance
Date/Time: 4/1/2010 12:30-2:30 pm
A four-hour webinar dealing with how to interpret, analyze and understand business financial statements for better loan decision making
This NEW two-session webinar has been developed in response to requests from bankers to provide a convenient, in-depth financial statement analysis training
Business Continuity And Disaster Recovery
Date/Time: 3/31/2010 1:00 - 2:30 pm
Presenter: Kevin Streff, Secure Banking Solutions
This 90-minute program will be presented live on:
March 31 2:00-3:30 p.m. Central Time
Price: $325
Federal regulators require emergency preparedness plans to ensure continuity of operation in an unlikely event that can cause
A Practical Guide To Consumer Lending
Date/Time: 3/30/2010 12:00 - 1:30 pm
Presenter: Richard Hamm, Advantage Consulting and Training
This three-part program will be presented live on:
March 30, April 6 & 13 1:00-2:30 p.m. Central Time
Price: $575
This seminar follows the consumer lending process from taking the application to making the final credit
Commercial Construction Loans: Administering And Monitoring
Date/Time: 3/30/2010 9:30 - 11:00 am
Presenter: Richard Hamm, Advantage Consulting & Training
This three-part program will be presented live on:
March 30, April 6 & 13 10:30 a.m.-12:00 p.m. Central Time
Price: $575
The recent downturn in commercial real estate (CRE) has exposed many weaknesses in bank construction
Beyond Underwriting: Monitoring And Updating Property Values
Date/Time: 3/30/2010 7:30 - 9:00 am
Presenter: Richard Hamm, Advantage Consulting & Training
This three-part program will be presented on:
March 30, April 6 & 13 8:30-10:00 a.m. Central Time
Price: $575
The recent downturn in commercial real estate (CRE) has challenged banks to strengthen their monitoring of existing
Regulation E Revisions: Handling Overdrafts Created by EFTs
Date/Time: 3/29/2010 12:30-2:30 pm
Compliance is mandatory July 1. Planning and implementation will be time consuming, and thoughtful implementation may help preserve fee income. This program reviews disclosure requirements, model forms, opt-in programs, and more.
Revisions to Regulation E prohibit financial institutions from
Lending Essentials: Financial Analysis Tools A Two-part Webinar Series for All Your Lenders
Date/Time: 3/25/2010-3/30/2010
Part 1 - March 25, 2010, 1:30-3:30 CT
Understanding & Using Personal & Business Tax Returns
Tax returns can provide a significant source of information once you understand the format, content and purpose of the many forms and schedules. This fast-paced session will help both consumer and commercial
Regulator Hot Buttons For IT Security
Date/Time: 3/24/2010 1:00 - 2:30 pm
Presenter: Kevin Streff, Secure Banking Solutions
This 90-minute program will be presented live on:
March 24 2:00-3:30 p.m. Central Time
Price: $325
This training seminar will cover the hot topics for IT security that federal regulators are concentrating on. Don’t be blindsided by
Regulation E Revisions: Technology Considerations
Date/Time: 3/24/2010 12:30 - 2:30 pm
The changes impose significant challenges to banks, their core software vendors and card processors. This webinar gives participants the knowledge to manage vendor relationships to ensure full compliance prior to the July 1 deadline.
In November of 2009 the Federal Reserve made final their
Managing Financial Performance
Date/Time: 3/24/2010 8:00 - 9:30 am
Presenters: Andy Sigl and Sue Kappel, Wipfli LLP
This 90-minute program will be presented live on:
March 24 9:00-10:30 a.m. Central Time
Price: $325
During this webinar, we will assess, diagnose, and execute performance improvement strategies for improved effectiveness. We will also
How to Comply With the New Risk-Based Pricing Regulations
Date/Time: 3/23/2010 12:30-2:30 pm
On December 22, 2009 the Federal Reserve and the FTC published 202 pages of final rules to implement the risk-based pricing provisions in section 311 of the FACT Act. This webinar explains the new rules.
This final piece of the FACT Act, which has been unfolding since December 2003, requires all
Fundamentals Of Loan Pricing
Date/Time: 3/23/2010 9:00 - 10:40 am
Presenter: Tom Farin, Farin & Associates
This four-part program will be presented live on:
March 23, 30, April 6 & 13 10:00-11:40 a.m. Central Time
Price: $795
Through this course, you will examine the misconceptions of some popular approaches to loan pricing. You will review the
Advanced Loan Documentation
Date/Time: 3/22/2010 12:30-2:30 pm
An intensive, practical, “real world” review of critical loan documentation issues, best practices, proper lien creation and monitoring under the requirements of the Revised Article 9.
This webinar has been created for bankers who have a basic understanding of loan documentation obtained by
Social Networking Strategies – Succeeding Beyond Your Website
Date/Time: 3/18/2010 1:00 - 2:30 pm
Presenter: Eric Cook, WSI Internet Consulting
This 90-minute program will be presented live on:
March 18 2:00-3:30 p.m. Central Time
Price: $325
All too often banks see their website as simply a way for their customers to log in to online banking and are missing opportunities to
ALCO Participation in A/L Management - Sp10
Date/Time: 3/17/2010 9:00 - 10:45 am
Compelling Advertising For Community Banks
Date/Time: 3/16/2010 12:30 - 2:30 pm
Presenter: Tom Hershberger, Cross Financial Group
This two-hour program will be presented live on:
March 16 1:30-3:30 p.m. Central Time
Price: $355
This two-hour program will be available in the GSB ON DEMAND Library after March 16
Price: $385
You've been there before, the newspaper
Overdraft Consent: Reg E Changes
Date/Time: 3/16/2010 12:00 pm
EXCLUSIVE INVITATION TO ATTEND
Gain an overview of the regulatory changes and implications - enabling you to address the challenges of notification, pursuit of “opt-in” consent, and confirmation.
Scott Peterson, Director of Product Management at Deluxe, Seminar Facilitator, shares the credit union
Commercial Business Development
Date/Time: 3/16/2010 9:00 - 10:30 am
Presenter: Tom Hershberger, Cross Financial Group
This 90-minute program will be presented live on:
March 16 10:00-11:30 a.m. Central Time
Price: $325
The program identifies the six critical ingredients required to improve and manage a successful relationship development program
Sharing Customer Information With Affiliates &Third Parties
Date/Time: 3/15/2010 12:30-2:30 pm
This program explains provisions of both the Privacy Rules and the Fair Credit Reporting Act. It includes what information may and may not be shared, when is an opt-out program required, what information must be disclosed to whom and when it must be disclosed.
Two laws regulate sharing customer
Why Is That Revolving Line Of Credit Not Revolving?
Date/Time: 3/15/2010 9:00 - 10:30 am
Presenter: Jeffery Johnson, Bankers Insight Group, LLC
This 90-minute program will be presented live on:
March 15 10:00-11:30 a.m. Central Time
Price: $325
How many times have you approved and made available a revolving line of credit for a customer who ultimately borrows up the
Maintaining Your Identity Theft Prevention Program
Date/Time: 3/12/2010 12:30-2:30 pm
Final regulations implementing Section 114 (Red Flag Guidelines) of the FACT Act were effective November 1, 2008, but the responsibilities are ongoing. This webinar provides step-by-step instructions on how to comply.
Final regulations implementing Section 114 (Red Flag Guidelines) of the Fair
IRA: Advanced Issues for 2010
Date/Time: 3/12/2010 8:30 am - 4:15 pm
(Denver)
ICB-CISP
As the first decade of a new century comes to a close, more of us face an uncertain future than ever before. The changing landscape of our employment, retirement, and taxation continues to occupy much of our thoughts and activities as we move closer to a new decade. Has your IRA
Funding Outside The “Core” – Making The Most Of Wholesale Options
Date/Time: 3/11/2010 9:00 - 10:30 am
Presenter: Karl Nelson, KPN Consulting
This two-part program will be presented live on:
March 11 & 18 10:00-11:30 a.m. Central Time
Price: $450
Wholesale funding or “non-core” funding now represents 20% of industry liabilities. Without these sources reasonable growth would be
IRA Essentials 2010
Date/Time: 5/11/2010 8:30 am - 4:15 pm
(Denver)
ICB-CISP
The IRA Essentials seminar is one of our most popular programs offered by CFTWS and Ascensus. Each year thousands of IRA professionals attend this seminar to enhance their knowledge of Traditional and Roth IRAs—including the latest information on IRA portability,
Complying with the FFIEC Interest Rate Risk Advisory
Date/Time: 3/10/201 12:30-2:30 pm
On January 7, 2010 FFIEC issued an advisory to all federally insured financial institutions with specific directives on Interest Rate Risk Management. This webinar will explore the requirements and highlight key issues.
The FFIEC Interest Rate Risk (IRR) advisory was viewed by many as a new set
Current Issues In Consumer Lending Compliance
Date/Time: 3/10/2010 9:00 - 10:30 am
Presenter: Linda A. Albrecht, Eide Bailly, LLP
This 90-minute program will be presented live on:
March 10 10:00-11:30 a.m. Central Time
Price: $325
This program will help increase your understanding of consumer loan regulations and how and when to apply them. Specific subjects that
IRA Essentials 2010
Date/Time: 3/10/2010 8:30 am - 4:15 pm
(Loveland)
ICB-CISP
The IRA Essentials seminar is one of our most popular programs offered by CFTWS and Ascensus. Each year thousands of IRA professionals attend this seminar to enhance their knowledge of Traditional and Roth IRAs—including the latest information on IRA portability, beneficiary,