PROFESSIONAL DEVELOPMENT
PLANNING CALENDAR
2013
Public Policy & Grassroots ABA Mutual Community Bank Conference
ABA Government Relations Summit
April 14–15, 2013
April 15–17, 2013
This event is an opportunity to bring the concerns of mutual institutions to Washington. Participants will meet with regulators and congressional representatives and weigh in on issues that will affect the future of financial institutions and their communities. Topics will include prospects for the mutual industry, regulatory perspectives, mergers and acquisitions, appraisal and accounting issues in mutual combinations, regulatory restructuring, and marketing in difficult times.
(Open to Bankers, Bank Directors, Trustees and State Association Executives only)
Renaissance Washington, Washington, DC
aba.com/Mutual Free to attend.
Renaissance Washington, Washington, DC
If you care about the future of your bank and our industry, you need to be a part of the ABA Government Relations Summit. We’ll explore the continued effects of the Dodd-Frank Act and developments related to the Consumer Financial Protection Bureau. But most important, bankers will meet with leaders on Capitol Hill to discuss their concerns for the state of the industry, their communities and the nation. This is your opportunity to “Stand up for banking.” aba.com/GR
Free to attend.
KEY TO SYMBOLS
<5 Years’ Experience
5-10 Years’ Experience
10
+
10+ Years’ Experience
Recordings Available
CEUs Available
Mobile App
2013 Planning Calendar | 1
Lending ABA Real Estate Lending Conference
ABA National Commercial Lending School
April 10-12, 2013
March 17-22, 2013
Hyatt Regency New Orleans, New Orleans, LA The only residential and commercial lending event designed specifically for bankers, this is the industry’s most informative conference. Attendees will learn the new rules of lending and how to stay in compliance; discover how to take advantage of new and revised lending programs and systems; and return with new tools and solutions for managing risk and growing market share. aba.com/REL Member/Service Member . . . . . . . . . . . . $1,190 Non-Member . . . . . . . . . . . . . . . . . . $1,690
ABA Financial Statement Analysis For Lenders March 16-17, 2013
Southern Methodist University, Dallas, TX This review session is for participants who need a refresher course on the basics of commercial lending or have not had complete credit training in the past. Reviews the basics of the balance sheet and operating statements, auditor’s reports, ratio analysis, cash flow statements, working capital, commercial collateral, and more. aba.com/CLS Member/Service Member . . . . . . . . . . . . . $795 Non-Member . . . . . . . . . . . . . . . . . . . $895
Southern Methodist University, Dallas, TX Heightened competition from new players, economic turmoil, ever-changing regulations, and rising risks all threaten your commercial lending business. This highly interactive school offers your attendees solutions to everyday challenges, from cash flow and underwriting to minimizing the cost of problem loans. aba.com/cls Member/Service Member/Government . . . . $2,395 Non-Member . . . . . . . . . . . . . . . . . . $3,395
ABA Graduate Commercial Lending School March 17-22, 2013
Southern Methodist University, Dallas, TX Gives commercial lending leaders the advanced skills in portfolio management with topics such as banking and the economy, loan pricing, credit risk management, comprehensive case studies, and much more. aba.com/CLS Member/Service Member/Government . . . . $2,395 Non-Member . . . . . . . . . . . . . . . . . . $3,395
ABA National Agricultural Bankers Conference November 4–7, 2012
JW Marriott Indianapolis, Indianapolis, IN November 10–13, 2013
Hyatt Regency Minneapolis, Minneapolis, MN Manage your business better during challenging economic times. More than 50 speakers and over 40 hours of programming address topics such as the big picture for the economy, agricultural banking best practices, ethics, funding issues, handling deals gone bad, and more. Member . . . . . . . . . . . . . . . . . . . . . . $950 Non-Member . . . . . . . . . . . . . . . . . . $1,425
Dates and rates are subject to change.
Other Ways to Learn ABA eLearning — our self-paced online training If your training requires consistency, efficiency, and economy across a geographically distributed staff, ABA eLearning provides high-quality content that improves the performance of your employees and your bank. Twenty-seven (27) new courses cover traditional C&I Lending, Commercial Real Estate and Residential Lending. • Highly interactive and engaging • Assessments that validate learning • Available 24/7/365. Visit www.aba.com/training for a complete course list or contact us at training@aba.com for more information.
2013 Planning Calendar | 3
Risk Management & Compliance ABA National Compliance School
ABA Graduate School of Compliance Risk Management
October 20–26, 2012
October 21–26, 2012
March 15–21, 2013
October 20–25,2013
Emory Conference Center & Hotel, Atlanta, GA Doubletree-Mission Valley, San Diego, CA October 19-25, 2013
Emory Conference Center & Hotel, Atlanta, GA Emory Conference Center & Hotel, Atlanta, GA
Gives compliance professionals an essential technical understanding of major compliance issues and regulations, and lays the groundwork for them to develop and maintain an effective compliance program.
This school is designed for experienced compliance officers and focuses on managing an effective compliance program. Students learn to manage change in an environment of rapid growth, to ensure effectiveness and integrity in audits and internal reviews, and to negotiate and influence decision-making.
aba.com/CS
aba.com/GSCM
Deposit or Lending Module
Member/Service Member/Government . . . . . $2,395 Non-Member . . . . . . . . . . . . . . . . . $3,395
Emory Conference Center & Hotel, Atlanta, GA
Member/Service Member/Government . . . . . $2,395 Non-Member . . . . . . . . . . . . . . . . . . $3,195
Both Modules
Member . . . . . . . . . . . . . . . . . . . . $3,295 Non-Member . . . . . . . . . . . . . . . . . . $4,295
ABA Intermediate Compliance School - Applying Compliance Solutions October 20–22, 2012 Emory Conference Center and Hotel, Atlanta, GA March 15–18, 2013 Doubletree Mission Valley, San Diego, CA Provides practical application experience beyond technical knowledge and foundational information. This school was developed in response to past attendees’ requests for advice on applying regulatory content; it is another way to attain the CRCM designation. Member/Service Member/Government . . . . . $2,395 Non-Member . . . . . . . . . . . . . . . . . . $3,195
aba.com/ICS
Dates and rates are subject to change.
ABA/ABA Money Laundering Enforcement Conference for AML & Fraud Risk Professionals November 11–13, 2012 November 17–19, 2013
Washington Marriott Wardman Park Hotel, Washington DC Co-sponsored with the American Bar Association, this is the year’s must-attend event for those at the forefront of safeguarding their institutions against money laundering risks. Bringing together senior officials from regulatory agencies, experts from banks, and the legal community, this conference addresses the latest strategies and tactics. aba.com/MLE Member/Service Member/Government/ICB . . . $1,190 Non-Member . . . . . . . . . . . . . . . . . . $1,685
Pre-conference Workshop November 10, 2012
Member . . . . . . . . . . . . . . . . . . . . . . $475 Non-Member . . . . . . . . . . . . . . . . . . . $675
ABA Insurance Risk Management Forum February 3–6, 2013
Ritz-Carlton Grande Lakes, Orlando, FL Insurance risk managers return to this event for up-tothe-minute reports on shifting regulatory requirements and the tools to tackle challenges posed by both increased government scrutiny and institutional demands. Attendees will learn how to mitigate exposure, discover and evaluate new insurance products and services, and identify new emerging risks. Helps insurance risk specialists benefit from the experiences of their peers to shape the industry’s future. Provides opportunities to meet with your institutions’ brokers and underwriters – all at this event — saving your bank time and money.
ABA Regulatory Compliance Conference June 9–12, 2013
Hyatt Regency Chicago, Chicago, IL Bank compliance officers, auditors, counsel, and others who play a critical role in their institution’s overall compliance program can benefit from this nationally recognized resource for compliance tools. Our comprehensive conference agenda provides the latest regulatory guidance and best practices, designed and delivered by the nation’s leading experts, and the unique opportunity to access senior regulatory officials directly. aba.com/RCC Member/Service Member/Government/ICB . . . $1,190 Non-Member . . . . . . . . . . . . . . . . . . $1,685
Pre-conference Workshop June 8, 2013 (tentative date)
Member . . . . . . . . . . . . . . . . . . . . . . $475 Non-Member . . . . . . . . . . . . . . . . . . . $675
aba.com/IRM Member/Service Member . . . . . . . . . . . . $1,190 Non-Member . . . . . . . . . . . . . . . . . . $1,685
ABA Risk Management Forum April 24–26, 2013
Baltimore Marriott Waterfront, Baltimore, MD
Other Ways to Learn
Your bank now faces unprecedented scrutiny from regulators and examiners– all with a more critical eye towards compliance training within the bank.
This Forum allows attendees to choose between separate tracks covering operational risk management, bank information and data, and physical security, and the risks related to technology. Hear from leading industry practitioners, and exchange best practices with other bank professionals during peer groups, topical sessions, and networking breaks. This Forum is attended by CIOs, CTOs, CROs, operational risk managers, and technology and security managers.
New Online Courses for Compliance Professionals
aba.com/RMF
As an ABA member bank, your frontline employees have unlimited access to high-quality online regulatory compliance training for free. Take advantage of this unique member benefit.
Member/Service Member/Government/ICB . . . $1,190 Non-Member . . . . . . . . . . . . . . . . . . $1,690
A cost-effective solution, accessed from a desktop computer, or on-the-go from your laptop, iPad or any tablet. Visit aba.com/OCCP for a list of courses.
Free Frontline Compliance Training
Visit aba.com/Frontline
Retail & Business Banking Other Ways to Learn AIB certificates and diplomas AIB offers 8 skill-building certificates and 11 career-building diplomas covering the core competencies needed for positions from Teller to Small Business Banker. And all the courses needed are available in one of our two online formats – self-paced or instructor-led. Any of the AIB certificates can be launched from ABA’s Learning Management System (LMS) or loaded onto your bank’s LMS for easy access to and management of your employees’ training. This curriculum provides managers with an affordable baseline training program that can be enhanced with your bank’s products, policies and procedures. Visit www.aba.com/training for a list of diplomas and certificates or contact us at training@aba.com for more information.
Dates and rates are subject to change.
ABA Marketing Conference
ABIA Annual Conference
Septermber 22–24, 2013
September 24–26, 2012
Bank marketers receive practical, proven ways to increase deposits, create new revenue streams, and increase customer confidence and satisfaction. This conference provides insightful case studies, inspiring ideas, and breakthrough thinking — all designed for immediate implementation. Attendees leave with the latest marketing trends and their impact on the bank business model; practical tools, solutions, and strategies to address profitability challenges; and much more.
September 15–18, 2013
Grand Hyatt San Antonio, San Antonio, TX
aba.com/MKTG Member/Service Member/ICB/ Marketing Network . . . . . . . . . . . . . . . $1,190 Non-Member . . . . . . . . . . . . . . . . . . $1,685
JW Marriott Desert Ridge, Phoenix, AZ Sawgrass Marriott, Ponte Vedra, FL The American Bankers Insurance Association, an affiliate of the ABA, offers at this conference the latest information and proven solutions for bank-owned agencies and bank insurance programs. With best practices breakouts across a variety of topics from agency acquisition, management, operations and compliance to development and marketing of credit insurance, life insurance, annuities, property and casualty and emerging products and trends. Attendees gain a wealth of insurance information to improve and diversify the bottom line through recurring and renewing income. aba.com/ABIAAC ABIA Member . . . . . . . . . . . . . . . . . . $1,095 ABIA Non-Member . . . . . . . . . . . . . . . $1,895
ABA School of Bank Marketing and Management June 19–26, 2013
Emory Conference Center and Hotel, Atlanta, GA Intelligent markteting and solid marketing planning skills affect all aspects of banking, including profitability. At this school, the only one of its kind, bankers learn techniques and strategies to enhance marketing efforts, develop strategies to promote new products, and receive a solid foundation in marketing principles and management practices. aba.com/SBMM Member/Marketing Network /Service Member $2,945 Non-Member . . . . . . . . . . . . . . . . . . $3,945
2013 Planning Calendar | 7
Executive Development ABA National Conference for Community Bankers February 17–20, 2013
JW Marriott Orlando, Grande Lakes, Orlando, FL Gives community bank CEOs valuable management ideas. Attendees enjoy insightful speakers; informative educational sessions that will help their banks compete; numerous networking opportunities to share experiences and solutions with peers; and an exhibit hall filled with the latest products and services to improve your bottom line. aba.com/Community Member . . . . . . . . . . . . . . . . . . . . . $1,195 Non-Member . . . . . . . . . . . . . . . . . . $2,495
ABA Seminar for Presidents March 10-13, 2013
Hyatt Regency Coconut Point, Bonita Springs, FL An interactive retreat designed exclusively to meet the needs of today’s bank executive. Participants will design strategies for success, re-charge their energy, and tap into the creativity of peers and leading industry advisors. This is the only program of its kind — designed for and restricted to top executives — providing a strategic viewpoint for the CEO with interactive, intimate discussion and multi-directional learning that goes beyond lectures to dialogue, case studies, and exercises that stimulate learning. aba.com/SFP Member . . . . . . . . . . . . . . . . . . . . . $1,995
ABA CFO Exchange ABA Women’s Leadership Forum April 17, 2013
Renaissance Washington, Washington, D.C. (Open to Bankers only) The ABA Women’s Leadership Forum offers women attendees the opportunity to network with fellow CEO and senior-level peers and learn how to leverage your involvement to benefit your institution and yourself. Held at the conclusion of the ABA Government Relations Summit, this meeting is a great opportunity to network, share challenges and exchange ideas with your peers. aba.com/WLForum Free to attend.
Dates and rates are subject to change.
June 24–26, 2013
Kansas City, MO
The constant change in the community bank CFO’s environment — regulatory, legislative, and accounting — is creating very real challenges and burdens. Here, bank CFOs can address the macro trends impacting financial services, from investments to regulations. Attendees return with valuable management tools, insight into current and future risks, and advanced accounting knowledge. aba.com/CFO Member . . . . . . . . . . . . . . . . . . . . . . $699
ABA Stonier Graduate School of Banking
ABA Annual Convention
June 6-13, 2013
Hilton San Diego Bayfront, San Diego, CA
University of Pennsylvania, Philadelphia, PA As the preeminent graduate school of banking, Stonier has established a reputation for innovation and leadership. Stonier has partnered with the Wharton School to deliver outstanding leadership courses that are seamlessly integrated with the rest of the Stonier program. With a high-impact curriculum, the school is well positioned to help attendees attain the knowledge and capabilities needed for success.
October 14–16, 2012
October 20–23, 2013
Hyatt Regency New Orleans, LA Join with fellow CEOs from around the country as we explore how to turn today’s complex challenges into tomorrow’s strategic opportunities. Some of the topics to be covered include servicing and restructuring troubled debt, assessing your regulatory compliance risk, how regulatory restructuring will affect mutuality, evaluating your capital position, and discovering new sources of funding and liquidity. No challenge is too great when bankers unite.
abastonier.com
aba.com/Annual
Member/Service Member/Government . . . . $3,395 Non-Member . . . . . . . . . . . . . . . . . . $4,395
Member/Service Member . . . . . . . . . . . . $1,195 Non-Member . . . . . . . . . . . . . . . . . . $2,095
ABA Directors’ Forum October 14, 2012
Hilton San Diego Bayfront, San Diego, CA This all-day program covers issues of vital importance to your board. The program focuses on oversight responsibilities, succession planning, financial due diligence, committee roles, and best practices in management. The event is designed for community bank chairmen, directors — both inside and outside — board counsel, CEOs, and senior management who regularly interact with the board. aba.com/Annual_Directors With convention registration . . . . . . . . . . . $350 Member, Forum only . . . . . . . . . . . . . . . $525 Non-Member, Forum only . . . . . . . . . . . . . $650
Other Ways to Learn In-bank Team Training Leverage ABA’s comprehensive library of content to provide a structured, consistent and cost-effective solution for your business and training challenges. Our Business of Banking program puts your high performers in the CEO’s chair, as part of a unique training solution that blends classroom learning with simulation-based team exercises to prepare your high-potential employees to move into leadership positions. Presented in your bank, at your convenience, and tailored to your culture and policies, this is a flexible and customized program designed to help you address the coming talent crisis. Visit www.aba.com/training for more information or contact us at training@aba. com for more information.
2013 Planning Calendar | 9
Wealth Management & Trust ABA National Trust School October 7–12, 2012 October 22–26, 2013
Emory University Conference Center and Hotel, Atlanta, GA This is America’s most renowned trust school, having trained thousands of trust professionals. Over the course of the program, students receive a solid foundation in the skills required in trust, including account administration, fiduciary law and compliance, tax and estate planning, personal financial planning, and investment management. aba.com/TS Member . . . . . . . . . . . . . . . . . . . . . $2,195 Non-Member . . . . . . . . . . . . . . . . . . $3,195
ABA Wealth Management and Trust Conference March 3–5, 2013
Hyatt Regency, New Orleans, LA Offers practical, inventive ideas for wealth management and trust professionals who seek strategic solutions. This national event provides insight and application techniques on the latest issues facing the industry. Topic areas include asset management, fiduciary responsibility, regulatory and risk issues, business development, and management and leadership. Community bankers will find many sessions geared toward their needs. aba.com/WMT Member/Service Member . . . . . . . . . . . $1,190 Non-Member . . . . . . . . . . . . . . . . . . $1,685
ABA Graduate Trust School October 7–12, 2012 October 22–26, 2013
Emory University Conference Center and Hotel, Atlanta, GA This school builds on the ABA National Trust School curriculum in two resident five-day sessions (Grad Level 1 and Grad Level 2). An Independent Research Program consisting of five case studies is also completed. Grad Level 1 builds proficiency in building on the fundamentals and aligning with specific client needs. Grad Level 2 offers advanced trust concepts through a program that teaches the trust officer to provide innovative client solutions and get on track to become a fiduciary advisor and client educator. aba.com/TS Member . . . . . . . . . . . . . . . . . . . . $2,495 Non-Member . . . . . . . . . . . . . . . . . . $3,495
Other Ways to Learn Building Trust Expertise The three progressive levels of Building Trust Expertise, ABA’s self-paced online trust curriculum, build the knowledge and confidence needed to work with high net worth clients, deliver superior client service, and expand your organization’s trust business. The courses provide strong foundational knowledge in the core areas of trust administration and fiduciary law by covering both technical training and practical application techniques in a convenient online format. Visit www.aba.com/training for a complete list of titles or contact us at training@aba.com for more information.
Dates and rates are subject to change.
When you can’t afford to have people away from the office, don’t let your commitment to learning slide. ABA offers regular webcasts and telephone briefings on a wide range of topics as they emerge. These offerings are an excellent supplement to event attendance. Below is a listing of some of our most popular past briefings. Visit www.aba.com/teleweb for a complete schedule of our latest offerings.
Trust • Recent Developments in Estate and Trust Administration • Surviving the Retirement Benefits Planning Maze
Risk & Compliance • Dodd-Frank Implementation • Enterprise Risk Management: Getting the Rest of the Bank on the Bus
Retail/Business Banking • Social Media Online Workshops • Email Marketing
Lending • Managing Commercial Real Estate Portfolios in the Worst Real Estate Market since the Depression • Building Small Business Relationships
Executive Development • Effective Board Committees: The Audit Committee and Beyond • Boards and Strategic Planning in a Challenging Environment • Specialized bundles for common training needs, including teller training, compliance, and more. Visit www.aba.com/Training for more information.
2013 Planning Calendar | 11
Dates and rates are subject to change.
PROFESSIONAL DEVELOPMENT
PLANNING CALENDAR
2013