EDUCATION BY TOPIC


AUDITING
(Web) Regulation Z Mortgage Application Timing Requirements - May 10, 2012
The Security Function - May 17, 2012
(Web) Commercial Loan Workouts & Sample Policies - May 24, 2012
(Web) Regulatory Compliance for Lenders - May 30, 2012
(Web) Denied Loan Requirements: Consumer/Commercial/Residential-June 12, '12
(Web) Debt Service Coverage Calculations in Underwriting - June 14, 2012
(Web) Documenting Your Required Information Security Program - June 19, 2012
(Web) Accounting & Auditing Reports to the Board - June 21, 2012 
(Web) Understanding & Navigating ACH Rules for ODFIs - June 26, 2012

BRANCH MANAGERS
Branch Manager Certification Program - Please click the link for dates    
(Web) Minor Accounts: Legal Ownership, Debit Cards & Access - May 3, 2012
(Web) Frontline Professionalism: Understanding Endorsements - June 5, 2012
(Web) Medallion & Signature Guarantee Rules & Risks - June 7, 2012
(Web) Accounting & Auditing Reports to the Board - June 21, 2012
Training the Credit Analyst - June 27-28, 2012
3rd Annual Supervisory Excellence for Bankers - March TBD, 2013

COMPLIANCE  
(Web) The New SAR and Your AML Program - May 4, 2012
(Web) FDIC Records & Email Retention Rules - May 8, 2012
The Security Function - May 17, 2012
(Web) Commercial Loan Workouts & Sample Policies - May 24, 2012
(Web) Regulatory Compliance for Lenders - May 30, 2012 
(Web) Frontline Professionalism: Understanding Endorsements - June 5, 2012
(Web) Denied Loan Requirements: Consumer/Commercial/Residential-June 12, '12
(Web) Documenting Your Required Information Security Program - June 19, 2012
(Web) Understanding & Navigating ACH Rules for ODFIs - June 26, 2012
Real Estate Lending Compliance 2012 - July 10-11, 2012
Call Report Preparation 2012 - September 27 & 28, 2012
8th Annual BSA/AML School - October 25-26, 2012
BSA/AML Compliance Management - March 13 & 14, 2013
27th Annual Consumer Compliance Seminar - April TBD, 2013

CONFERENCES & WORKSHOPS
27th Annual Florida Bank Directors Forum - August 23-24, 2012

CFOs
Bank Enterprise Risk Management - April 26, 2012
CFO Symposium - May 16, 2012
(Web) Accounting & Auditing Reports to the Board - June 21, 2012

DEPOSITS
(Web) Minor Accounts: Legal Ownership, Debit Cards & Access - May 3, 2012
(Web) Handling Check Exceptions, Returns & Adjustments - May 17, 2012
(Web) Frontline Professionalism: Understanding Endorsements - June 5, 2012
(Web) Medallion & Signature Guarantee Rules & Risks - June 7, 2012
Call Report Preparation 2012 - September 27 & 28, 2012
Advanced Florida Deposit Account Administration - October 23 & 24, 2012
Florida Deposit Account Administration - March 12 & 15, 2013

HUMAN RESOURCES
The Security Function - May 17, 2012
(Web) Essential HR Recordkeeping from Hiring to Firing - May 31, 2012
3rd Annual Supervisory Excellence for Bankers - March TBD, 2013

IRAs (Individual Retirement Accounts)
Click on the links below for course descriptions, dates, times, and registration 
IRA Basics
IRA Beneficiary Distributions
IRA Compliance
IRA-Direct Rollovers and Other Portability Issues
IRA Required Minimum Distributions

IRA-to-IRA Transfers and Rollovers
IRA Update
Roth IRA Distributions
The Basics On Health Savings Accounts (HSAs)
Advanced Health Savings Accounts (HSAs)
Health Savings Account Market Entry

LENDING
(Web) Regulation Z Mortgage Application Timing Requirements - May 10, 2012
(Web) Your Customer Has Filed Bankruptcy, Now What? - May 23, 2012
(Web) Commercial Loan Workouts & Sample Policies - May 24, 2012
(Web) Regulatory Compliance for Lenders - May 30, 2012
(Web) Denied Loan Requirements: Consumer/Commercial/Residential-June 12, '12
(Web) Debt Service Coverage Calculations in Underwriting - June 14, 2012
Training the Credit Analyst - June 27-28, 2012
Real Estate Lending Compliance 2012 - July 10-11, 2012
Call Report Preparation 2012 - September 27 & 28, 2012

MISCELLANEOUS
Live and Interactive Online Seminars on numerous and varied topics. Offered in conjunction with the Graduate School of Banking in Wisconsin 
(Web) Handling Check Exceptions, Returns & Adjustments - May 17, 2012 
(Web) Medallion & Signature Guarantee Rules & Risks - June 7, 2012
(Web) Understanding & Navigating ACH Rules for ODFIs - June 26, 2012
(Web) Branch Performance Indexing - June 28, 2012

SALES
Branch Manager Certification Program - Please click the link for dates

SCHOOLS
Florida Trust School & Florida Graduate Trust School - July 15-20, 2012
Florida School of Banking - August 5-11, 2012
8th Annual BSA/AML School - October 25-26, 2012
3rd Annual Supervisory Excellence for Bankers - March TBD, 2013

SECURITY & OPERATIONS 
(Web) FDIC Records & Email Retention Rules - May 8, 2012
The Security Function - May 17, 2012
(Web) Documenting Your Required Information Security Program - June 19, 2012

SENIOR LEVEL MANAGEMENT
Bank Enterprise Risk Management - April 26, 2012
CFO Symposium - April 16, 2012 
(Web) Buy, Sell or Independent: Strategic Decisions for Your Board - May 15, '12
The Security Function - May 17, 2012
(Web) Debt Service Coverage Calculations in Underwriting - June 14, 2012
(Web) Documenting Your Required Information Security Program - June 19, 2012
(Web) Accounting & Auditing Reports to the Board - June 21, 2012 
(Web) Branch Performance Indexing - June 28, 2012
27th Annual Florida Bank Directors Forum - August 23-24, 2012
 
Click here for senior level course descriptions, dates, times, and to register on-line for live and interactive on-line seminars offered by the Graduate School of Banking in Wisconsin.

TAX
Call Report Preparation 2012 - September 27 & 28, 2012

TECHNOLOGY
(Web) FDIC Records & Email Retention Rules - May 8, 2012

TELLERS
(Web) Minor Accounts: Legal Ownership, Debit Cards & Access - May 3, 2012 
(Web) Frontline Professionalism: Understanding Endorsements - June 5, 2012

WEALTH MANAGEMENT

(Web) Designates Webinar

For additional information, please contact Pete Brokaw or Angela Foster at the
FBA Education Department at the phone number below or by email.

 

 

 

 
 





 

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