EDUCATION UPDATES

March, 2018



SBS Institute

TTS Webinars

GSB Webinars

ABA Training

Upcoming Onsite Events

Latest News Blog 

 

SBS Cybersecurity

{Blog} Sheltered Harbor: A Safe Haven From the Perfect Storm

Imagine this scenario: the financial sector suffers a massive cyber-attack, affecting institutions of all sizes across the United States. The objective of the attack was successful: destroy each institution’s financial records and data backups, ultimately crashing the US financial system and disrupting economies around the world. Extreme scenarios like this may sound like fiction (Mr. Robot, anyone?), but theory has turned to reality in the world of cybersecurity very often in the recent past. An attack such as this would be extremely devastating, but a similar outcome may also occur in the event of war, widespread natural disasters, or many other scenarios.

Read more

 

{Featured Certification} Certified Banking Vendor Manager

This course includes real-world exercises to build a comprehensive vendor management program to take back to your institution.

  • Course opens 03/06/2019
  • Price: $999
  • Self-paced, On-demand
  • Allowed 10 weeks to complete
  • Duration: 6.5 Lecture Hours / 8 Lab Exercises / Final Exam
  • Learn More

Objectives: 

  • Become a trusted expert in vendor management in the eyes of your auditor or examiner.
  • Develop a clear understanding and confidently implement a vendor selection and review process.
  • Comply with FFIEC external dependency management guidelines.

Topics:

  • Vendor Breaches, Laws, and Regulations
  • Information Security Program and Risk Management
  • Selection of Vendors
  • Ongoing Vendor Management
  • Creating a Dynamic Vendor Management Program
  • Contract Structuring
  • IT Audit and Exam Preparation
Learn More

{More Certifications}

  • CB Ethical Hacker
    Course Opens Mar 12

    Learn More

  • CB Vulnerability Assessor
    Course Opens Mar 20

    Learn More

  • CB Security Technology Professional
    Course Opens Apr 8
    Learn More
Go to Top

 

 

 

 

MARCH 2019

03/01 - Letters of Credit

03/04 - CTRs: Line by Line

03/05 - ACH Origination and Same Day Entries

03/05 - Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income

03/06 - Commercial Construction Lending

03/07 - Using Personal Tax Returns for Global Cashflow: What's Cashflow and What Isn't

03/07 - Hiring, Compensating and Retaining Loan Officers without Regulatory and New Legal Risks

03/07 - Consumer Real Estate Loans

03/08 - Quarterly Compliance Briefing: Spring 2019

03/08 - Quarterly Compliance Briefing: 4-Part Series (2019)

03/08 - Business Plans That Get Results

03/11 - Advanced Tax Return Analysis

03/12 - Serve Well, Sell Right

03/12 - Very Basic Underwriting

03/13 - RESPA - Those Pesky Section 8 Violations

03/13 - E-Sign for Lending and Critical E-Sign Implementation Issues

03/14 - FFIEC Information Security Handbook Review

03/14 - Annual Deposit Regulation Training for Frontline

03/15 - Protecting Your Salaried-Exempt Status

03/18 - Handling Deceased Deposit Accounts

03/19 - Right of Setoff

03/19 - The UCC for Lenders

03/20 - Auditing HMDA

03/20 - For Banking RMs: How Top Producing Bankers Prospect for Business

03/21 - Legal Liabilities when Check Fraud Occurs

03/21 - Managing a Successful Call Center

03/22 - Call Report - Lending Schedules for Banks

03/25 - Residential Construction Lending

03/26 - The Four Cs of Exceptional Supervision

03/26 - Writing Teller Training and Procedures

03/27 - Open-Ended Lines of Credit - Compliance Issues

03/27 - Opening New Accounts for Nonresident Aliens

03/27 - Best-Ever Compliance Checklists for Commercial Loans

03/28 - Foreign Remittances

03/29 - Ratio Analysis to Determine Financial Strength

View more upcoming webinars

Go to Top

 


 

MARCH WEBINARS

03/05 - Commercial Real Estate Cash Flow: Analyzing Income-Producing or Rental Real Estate, Plus Global Cash Flow Issues (Part 3)

03/05 - Secrets of Buying and Selling a Community Bank

03/05 - Commercial Real Estate Appraisals: Reviewing and Interpreting (Part 3)

03/05 - Developing Personal and Global Cash Flow from Tax Returns (Part 3)

03/05 - Fundamentals of Interest Rate Swaps and Caps (Part 1)

03/06 - Rollovers Between Retirement Plans and IRAs

03/06 - Dealing with Powers of Attorney

03/06 - Basic Personal & Business Tax Return Analysis

03/07 - Has Your Fraud IQ Kept Pace with Your Fraud Risk?

03/07 - Fundamentals of Interest Rate Swaps and Caps (Part 2)

03/07 - Growing Long-Term Retail Deposits - Overview of Advanced Managerial Approaches

03/07 - Creating the Right Enterprise Risk Management (ERM) Program for YOUR Community Bank

03/12 - Commercial Real Estate Cash Flow: Analyzing Income-Producing or Rental Real Estate, Plus Global Cash Flow Issues (Part 4)

03/12 - How to Craft an Effective Commercial Loan Write-Up

03/12 - Commercial Real Estate Appraisals: Reviewing and Interpreting (Part 4)

03/12 - Developing Personal and Global Cash Flow from Tax Returns - (Part 4)

03/12 - Developing a Leadership vs Managership Approach

03/13 - IRA Contributions

03/13 - Assisting Managers with Conflict Resolution

03/13 - How to Craft Your Pitch

03/14 - Developing an Enterprise-Wide Risk Assessment

03/19 - Landscape of Agriculture Today and Tomorrow (Part 1)

03/20 - IRA Distributions

03/20 - SBA 7(a) Loan Guaranty Program

03/21 - Landscape of Agriculture Today and Tomorrow (Part 2)

03/21 - SBA CDC/504 Loan Guaranty Program

03/21 - SBA Express Loan Programs

03/22 - Attacking the Human Element - Social Engineering

03/26 - Loan Committee Presentation Skill Training

03/27 - Everything Roth

03/28 - Three Key Risk Assessments in Your ERM Program - ERM, IT, and Internal Controls

View All GSB Webinars/Topics 

Upcoming 2019 GSB Schools

The Graduate School of Banking is wrapping up a terrific year of educating bankers and creating leaders in the industry. We're proud of our success this year and are enthusiastically looking ahead to hosting an array of exceptional programs in 2019. 
Now is the time to budget and make plans to include these outstanding learning opportunities in your bank's professional development plan. 
Applications are currently being accepted for the following 2019 programs: 
Go To Top

 

ABA Training

Upcoming Expert-Led Live Briefings

View More Upcoming Briefings and Recordings

 

ABA Certificates


ABA certificate programs build the skills necessary for career advancement.
Through a prescribed course of study, certificates provide practical, tailored knowledge specific to a job role in the bank.


Programs are continually reevaluated and refined to meet current needs and changes in the industry.​​​​​​​​​​​​​​​​​

View all ABA Certificates

Find the Perfect ABA Certificate to Advance Your Career!

ABA Residential Mortgage Lender Certificate

Member Price: $775

A thorough review of banking, credit analysis, and legal principles that support the mortgage process, underscoring relationship sales skills in addition to the mechanics of the mortgage loan. The certificate is designed for aspiring mortgage lenders and those individuals new to the mortgage area of the bank, including mortgage loan clerks, loan processors, and closers.

ABA Professional Certifications: 1.5 CAFP, CFSSP, CRCM, CLBB; 1.25 CFMP, CSOP; 1.0 CCTS, CISP, CRSP, CTFA

ABA Bank Teller Certificate

Member Price: $695

The curriculum for the ABA Bank Teller Certificate addresses the expanding role of bank tellers today by combining core cash handling courses with enhanced product knowledge and interpersonal skill development.   At the center point of the curriculum is Teller Basics, a series of courses that teach critical technical skills of the teller role such as cashing checks, processing deposits and withdrawals, accepting payments, and preparing daily settlements of teller cash and proof transactions. 

Understanding that the bank tellers of today have a much broader scope than just handling cash, the certificate curriculum is augmented by courses that contribute to the overall professional development of the teller associates.  These range from courses in ethics, workplace conduct and bank product knowledge to being able to provide value added customer service through a relationship sales approach.

ABA Professional Certifications: 1.5 CAFP, CFSSP, CRCM, CLBB; 1.25 CFMP, CSOP; 1 CCTS, CISP, CRSP, CTFA

ABA-Wharton Emerging Leaders Advanced Certificate - Advanced Emerging Leadership

Member Price: $695

Curriculum Course Subjects

  • Introduction
    Important Information about this Course
  • Success
    About this course: Do you want to be more successful? This course was designed to help you define what success means to you, and to develop a plan for achieving it. Wharton Professor G. Richard Shell, an award-winning author and the creator of the popular Wharton School course on the meaning of success, created this course to help you answer the questions that arise when you consider how best to use your life. Drawing on his decades of research and mentoring, Shell offers personalized assessments to help you probe your past, imagine your future, and measure your strengths. He then combines these with the latest scientific insights on everything from self-confidence and happiness to relationships and careers. Throughout, he shares inspiring examples of people who found what they were meant to do by embracing their own true measure of success. Get ready for the journey of a lifetime—one that will help you reevaluate your future and envision success on your own terms. Students and executives say that Richard Shell’s courses and executive training programs have changed their lives. Let this course change yours.
  • Leading the Life You Want
    About this course: Pursue a meaningful life and improve your performance as a leader. Taught by acclaimed Wharton professor, best-selling author, and former Ford Motor Company executive and head of its Leadership Development Center, Stew Friedman, Leading the Life You Want provides you with the skills you need to lead in all four domains of your life: at work, at home, in the community, and in your private self (mind, body, and spirit). You'll explore the core principles of leadership and learn the skills you need to bring them to life. You learn how to find a greater sense of purpose, see how to convey values with stories, learn how to manage attention, feel less stressed, lead through serving others, and more. You'll see these skills illustrated in the inspiring yet imperfect lives of six remarkable leaders: Tom Tierney (former CEO of Bain), Sheryl Sandberg (COO of Facebook), Michelle Obama (former First Lady), Eric Greitens (Republican Governor of Missouri), Julie Foudy (world champion soccer star and three-time Olympic medalist), and Bruce Springsteen (world-famous rock musician). You'll have the opportunity to assess your own leadership skills, and learn simple, proven exercises to practice them. By the end of this course, you'll have the tools you need to develop your skills, so you can grow as a leader in all areas of your life and create greater harmony among them.
  • Influence
    About this course: What does it mean to be influential? How does one persuade others to pursue a unified goal? How does one leverage power? In this course, you’ll learn how to develop influence and to become more effective in achieving your organizational goals. Professor Cade Massey of the Wharton School has designed this course to help you understand the framework of power and influence and the dynamics of effective networks and shows you how to develop your skills of persuasion and leverage. By the end of this course, you’ll know your own strengths and how to use them to get what you need, how to gain power and influence, and how to leverage relationships and alliances to achieve your goals in both business and in life.
  • Communication
    About this course: Learn how to communicate more effectively at work and achieve your goals. Taught by award-winning Wharton professor and best-selling author Maurice Schweitzer, Improving Communications Skills is an essential course designed to give you both the tools you need to improve your communication skills, and the most successful strategies for using them to your advantage. You'll learn how to discover if someone is lying (and how to react if they are), how to develop trust, the best method of communication for negotiation, and how to apologize. You'll also learn when to cooperate and when to compete, how to create persuasive messages, ask thoughtful questions, engage in active listening, and choose the right medium (face-to-face conversation, video conference, phone call, or email) for your messages. By the end of the course, you'll be able to understand what others want, respond strategically to their wants and needs, craft convincing and clear messages, and develop the critical communication skills you need to get ahead in business and in life.

ABA Professional Certifications: 9.25 CAFP; 12.75 CERP; 11.5 CRCM; 9.75 CSOP​; 5.5 CFSSP

View all ABA Certificates
 
 
Go To Top