Join us at the ONE Conference, the premier professional development event for Illinois bankers! With seven dynamic tracks, a bustling marketplace, and endless networking opportunities, the stage is set for you to learn, connect, and shine alongside industry leaders.
REGISTRATION NOW OPEN!
Earn a FREE registration when you register three!
Bloomington-Normal Marriott Hotel & Conference Center | 201 Broadway, Normal, IL Rate: $159 | Deadline: Feb. 21
Consider traveling with Amtrak! The station is conveniently located one block from the conference center.
KEYNOTE SPEAKERS
JOHNNY CROWDER
Johnny Crowder, founder and CEO of Cope Notes, is a mental health advocate and entrepreneur dedicated to employee wellbeing. A trauma survivor and Certified Recovery Peer Specialist, he shares practical self-care tools and strategies to enhance emotional health. Recognized by Upworthy, CNN, and Forbes, Crowder inspires through TEDx talks, public speaking, and his metal band, Prison.
April Lewis, President and CEO of A. Lewis Academy, Inc., champions employee experience and leadership development. Guided by her mantra “Human first, Employee second,” she prioritizes well-being and transformative change. A combat Army veteran of Operation Iraqi Freedom, April embodies resilience and adaptability. As a keynote speaker and consultant, she has impacted Fortune 100 companies across healthcare, banking, and more.
Program Delivery
Conferences provide specialized education and networking opportunities necessary to stay competitive in today’s economic environment. Progressive educational content and innovative product showcases are the hallmarks of IBA conferences.
Seminars are informative programs held at various locations throughout the state that examine the industry’s hot topics and encourage discussion, questions, and networking with peers.
Peer Groups These exclusive peer-to-peer groups were created by bankers for bankers to provide open discussion for the learning and sharing of ideas.
Bank Marketing
Cash Management / Treasury
CEO (multiple sessions offered based on bank assets)
CFO (Northern and Southern Illinois)
Compliance
Education and Trainers
Human Resources
Lending Operations
Senior Retail Banking
Small Bank CEO
Technology
Future Leaders Alliance The IBA provides leadership training for future banking industry leaders of member institutions. The Future Leaders Alliance is an innovative program for aspiring bankers that emphasizes education, community service, and networking. More
Webinars are live, Internet-based programs that address timely banking topics to a broad audience – several employees may participate without leaving the bank. Archived programs are available for convenient access after the original airing.
ABA Training is a comprehensive source of training and education available through the American Bankers Association (ABA). Courses, certificates, and more are brought to you through the IBA, your Local ABA Training Provider. ABA's extensive suite of online training brings unmatched content in an interactive, digital format that responds to the industry's changing demographics. Online training is flexible, cost-effective, high-quality, and engaging.
Self-Paced Courses – Taken entirely on your schedule. Instructor-Led Courses – Group collaboration and a virtual instructor, with fixed start and end dates. Certificates improve individual performance and provide nationally recognized credentials for career development.
Continuing Education
Continuing Professional Education (CPE) The IBA is recognized as a public accountant continuing professional education sponsor by the Illinois Department of Financial and Professional Regulation through December 31, 2025
HR Certification Institute (HRCI) The IBA is recognized as an HRCI Approved Provider through December 31, 2027 This status allows the IBA to obtain pre-approval for recertification credit hours, based on HRCI standards, for HR-related educational programs.
Society for Human Resource Management (SHRM)
The IBA is recognized as a SHRM Recertification Provider through April 30, 2026
Illinois MCLE The IBA is recognized as an Accredited CLE Provider by the Minimum Continuing Legal Education (MCLE) Board of the Supreme Court of Illinois through June 30, 2025 Attorneys wanting to attend CLE courses but finding the cost a financial hardship should see the Association’s Financial Hardship Policy.
ABA Professional Certifications
Obtain a nationally recognized designation in areas including wealth management and trust, compliance, risk management, and bank marketing.
Areas of Certification
Certified AML and Fraud Professional (CAFP)
Certified Enterprise Risk Professional (CERP)
Certified Financial Marketing Professional (CFMP)
Certified IRA Services Professional (CISP)
Certified Regulatory Compliance Manager (CRCM)
Certified Trust and Financial Advisor (CTFA)
Secure Banking Solutions (SBS) SBS certifications will prepare students and their financial institutions for cybersecurity threats and regulations and create confidence with examiners and auditors. Each course is available online and is tailored to specific roles within an institution, creating a flexible and targeted learning experience.
Business Continuity Professional
Cybersecurity Manager
Ethical Hacker
Forensic Investigator
Incident Handler
Mobile Administrator
Security Executive
Security Manager
Security Technology Professional
Vendor Manager
Vulnerability Assessor
Annual Scholarships
Illinois Bankers Scholarship Fund
IBA Future Leaders Alliance (FLA)
Graduate School of Banking (GSB)
GSB Human Resource Management School
ABA Stonier Graduate School of Banking
Conferences ~ Events
The ONE Conference
March 13-14 – Bloomington, IL
Spring Golf Outing
May 15
Compliance Conference
May 22
Annual Conference and Trade Show
June 23-25 – Lake Geneva, WI
Women Lead Symposium
July 17
Ag Banking Conference
August 20-21 – Springfield
Fall Golf Outing
September 22 – Bloomington
Women in Banking Conference
October 2-3 - Springfield
Bank Trainers Conference
October 7-9 Orlando, FL
BankTech Conference
October 23 – Oak Brook
Midwest Bank Leaders Conference
November 6 - Chicago
Bank Counsel Conference
December 5 - Chicago
Seminars~Series~Schools
Pay Transparency:
What You Need to Know in 2025
February 19
Hot Topics in Compliance
February 25 or 27
LaserPro Training for Beginners
March 4-6
ACH - How Do I Return That?
March 5
TRID Disclosures for Construction Lending
March 19
BSA/AML Fundamentals Bootcamp
March 25-26
Touring ACH Rules Updates
April 2 or 3
Understanding Bank Performance Series
Thurs/Fri, April 3-25
Thurs/Fri, July 10-August 1
Tues/Thurs, September 16-October 9
HMDA Bootcamp
April 10
New Accounts in Illinois
April 15
Commercial Credit Analysis Series
April 16-17, May 13-14
IRA Essentials
April 22 or October 7
Advanced IRAs April 23 or October 8
Retail Banking Leadership Series
April 29-30, June 3-4
1071 – Data Collection –Are you Ready to Report?
May 1
Mortgage Lending School
May 6-8
Sales Excellence Bootcamp: Helping Bankers Become Elite Business Developers
May 15-16
Advanced BSA/AML Academy
May 20-21
Performing Your ACH Audit
July 9
Essentials of Banking Series
July 17, August 14, September 18, October 16, November 6, December 11
Fraud Academy
August 12-14
Advanced LaserPro Training August 12-14
Call Report Preparation August 13
Commercial Lending School September 8-12
Regulatory Compliance Series September 15-19
BSA Yearend Update October 15-16
ACH Exception Handling November 19
Peer Group Sessions
Bank Marketing TBA
Cash Management/Treasury 3/6, 10/29
CEO 2/26, 7/23, 10/22
CFO Central 4/25, 8/8, 11/14
Compliance 4/11, 7/11, 10/10
Education and Trainers 2/27, 6/12, 10/23
Human Resources 5/14, 10/8
Lending TBA
Northern CFO 4/16, 8/15, 11/21
Operations 2/7, 7/11, 10/31
Senior Retail Banking 2/6, 7/24, 11/12
Small Bank CEO 2/12, 7/23, 10/8
Technology 2/28, 8/1, 11/7
Bank Financial Management
Conferences
The ONE Conference
March 13-14, 2025 – Bloomington, IL
Your ONE-stop shop for developing professional skills for your team's key bank functions. Each attendee creates their own custom learning experience with session choices unique to their role: Marketing, Financial Management, HR, Leadership, Lending, Retail, and Tech & Ops. More details coming soon!
Peer Groups
Chief Financial Officer (CFO) Peer Group
Central Hybrid / Springfield – April 25, August 8, November 14
Northern / Schaumburg – April 16, August 15, November 21
IBA’s Chief Financial Officer Peer Groups provide an investment for you and your bank’s future by offering a platform and opportunity for CFOs, financial managers, controllers, CEOs, and other senior bank officers interested in enhancing their organization’s profitability to discuss emerging issues and industry hot topics and network with their peers.
Each CFO group meets three times during the year to exchange ideas freely, dissect problems, and discuss important issues. Participants will gain valuable insights on emerging issues and trends in the financial industry, explore methods to improve financial function efficiency, and learn best practices in bank financial management.
The participants and facilitators determine a variety of discussion topics, focusing on accounting and financial reporting developments, Interest Rate Risk, Liquidity, fraud, management succession, digital transformation, and much more.
Fee Per Person
Members Only $600 (Includes Three Sessions) Substitutions Permissible
Schools/Series
GSB Financial Managers School
September 22-26, 2025
Fluno Center for Executive Education, Madison, WI
This school goes beyond the basics to present best practices and solutions to today’s most critical financial management decisions. Designed by experienced CFOs for financial institution finance managers, this school provides the tools you need to build a solid foundation in asset/liability management.
Understanding Bank Performance
Live Streamed Sessions
Thurs/Fri, April 3-25, 2025
Thurs/Fri, July 10-August 1
Tues/Thurs, September 16-October 9
10:00 a.m. to 12:00 p.m. CT View Brochure
IBA Annual Conference
June 23-25, 2025 – Lake Geneva, WI
For 132 years, the IBA has gathered CEOs, senior executives, officers, and directors eager to reconnect and learn the latest trends at this annual event. Make plans now to attend!
Fundamentals of Financial Statements
Credit Metrics & Credit Quality
Funding & Liquidity
Capital & Bank Investments
Risk & Return
Capstone Overview
Proforma Capstone
ABA Training
Online Instructor-Led
Analyzing Bank Performance
An overview of tools and techniques to analyze and improve a bank’s financial performance. Participants observe the effects of specific risks on a bank’s financial track record and the correlation between risk optimization and superior financial performance.
M $775/ NM $975Start Dates – 5/12, 9/8
Managing the Bank’s Investment Portfolio
Fundamentals for understanding how a bank’s investment portfolio is managed. Objectives and composition of investment portfolios and common bank investments are covered, focusing on their risk and return profiles. Various investment strategies are described, and the development of bank investment policies is discussed.
M $795 / NM $995 Start Dates – 3/17, 7/28
Managing Funding, Liquidity, and Capital
Learn what funding banks use, how liquidity needs may be addressed by storing liquidity on the balance sheet or by securing additional financing, and bank capital’s purpose, regulatory requirements, and the effect on profitability.
M $795 / NM $995 Start Dates – 6/2
Managing Interest Rate Risk
An exploration of interest rate risk measurement techniques such as GAP, earnings sensitivity analysis, Duration GAP, and economic value of equity sensitivity analysis. Risk management policy implementation and how to change overall interest rate sensitivity through balance sheet adjustments or derivative contracts are discussed.
M $795 / NM $995 Start Dates – 4/7, 10/27
Certificate
Certificate in Bank Financial Management
Develop foundational skills for making critical decisions that affect bank profitability.
Facilitated Online Five to eight weeks each in duration, and you can select your start date and log in at your convenience. The estimated learning time is 3 hours per week.
Analyzing Bank Performance
Managing the Bank's Investment Portfolio
Managing Funding, Liquidity, and Capital
Managing Interest Rate Risk
Self-Paced Online
This course is approx. 25 minutes in length.
Ethical Issues for Bankers
Recommended Prerequisites
Students should understand accounting and financial markets and be experienced in the use of electronic spreadsheets.
Join us in beautiful Lake Geneva for the
Annual Conference
JUNE 23 - 25, 2025 | GRAND GENEVA RESORT | LAKE GENEVA, WI
A personal invitation from Megan Collins, the IBA Annual Conference Committee Chair.
Illinois Banking Colleagues,
As the Chair of the IBA Annual Conference Committee, it is my pleasure to invite you to join us at the 2025 Annual Conference, a premier event designed to elevate our banking community and provide the best networking and professional development opportunities of the year! The conference will take place June 23-25, 2025, at the Grand Geneva Resort in Lake Geneva, Wisconsin.
This is an event I look forward to every year, and I’m excited to share why it’s so meaningful to me and why it should be a priority for you. For 133 years, the Illinois Bankers Association has been dedicated to uniting bankers, sharing knowledge, and addressing industry challenges.
Using your feedback, our committee is crafting an agenda that balances critical professional insights with engaging experiences—including keynote sessions, targeted breakouts, and CEO Roundtables for executive-level idea exchange—all designed to address the day-to-day needs of every banker. In addition to the educational programming, we’ll host the Vendor Marketplace where you can discover solutions to help your bank progress and succeed. This year's conference will also provide ample networking opportunities, allowing you to connect with banking professionals from across Illinois. These gatherings are essential for building and reinforcing relationships leading to new partnerships, collaborations, and friendships.
Attending this conference has been invaluable to me, and I’m confident you’ll find it just as rewarding. The collaborative spirit, depth of knowledge shared, and opportunities for growth and connection make it essential for professional development—a time to celebrate achievements, tackle challenges, and look ahead with optimism. While the Grand Geneva Resort & Spa offers a serene setting, it’s the exceptional program and attendee engagement that truly make this event special.
Registration is now open! Make plans to join us this summer in Lake Geneva and bring a guest. For more details and to register, reach out to IBA staff, scan the QR code, or visit illinois.bank/annual. I look forward to seeing you there!
Best regards,
SCAN TO REGISTER OR VISIT ILLINOIS.BANK
Megan M. Collins Senior Vice President, Market Executive Bank of America, N.A. Vice-Chair, Illinois Bankers Association Chair, IBA Annual Conference Committee
Compliance & Banking Law
Conferences
Compliance Conference
May 22, 2025 – Live Streamed
Bank Counsel Conference
December 2025 | Chicago
Schools/Series
Regulatory Compliance Series
September 15-19-2025 - Springfield orLive Streamed
Program 1 – Credit Compliance, Part 1
Reg B: Equal Credit Opportunity Act
Fair Credit Reporting Act
Unfair, Deceptive, or Abusive Acts or Practices (UDAAP)
Flood Disaster Protection Act
Reg C: Home Mortgage Disclosure Act (HMDA)
Program 2 – Credit Compliance, Part 2
Reg Z: Truth in Lending Act
Reg X: Real Estate Settlement Procedures Act (RESPA)
Program 3 – Credit Compliance, Part 3
Homeowners Protection Act (PMI)
Reg Z: TILA-RESPA Integrated Disclosures
Military Lending Act
Program 4 – Deposit Compliance
Reg D: NOW Eligibility and Savings/MMDA Limits
Reg E: Electronic Funds Transfer Act
Reg CC: Expedited Funds Availability Act
Reg P: Privacy and Information Sharing “Opt-Outs”
Fair Credit Reporting Act/ID Theft “Red Flags”
Reg DD: Truth in Savings Accounts (TISA)
Courtesy Overdraft Programs
Program 5 – BSA/AML Compliance & Regulators’ Forum
BSA, AML, and USA Patriot Act
Regulators’ Forum
Continuing Education
ABA Professional Certifications Pending Review
The IBA is recognized by the Illinois Department of Financial and Professional Regulation as a public accountant continuing professional education sponsor. Public accountants licensed in the state of Illinois will earn 35 credits of continuing professional education credit for attending the five-part series (7 credits per program).
Audience Compliance Officers and Managers, Consumer Lenders, Residential Real Estate Lenders, Personal and Retail Bankers, Operations Officers, Legal Counsel, Auditors, and Cashiers
Fees Per Person
Full Series M $1,225 / NM $2,045 Individual program M $265 / NM $445
Seminars
Hot Topics in Compliance
February 25, 2025 – Springfield or Live Streamed February 27, 2025 – Oak Brook
Complying with rapidly evolving regulations requires perseverance plus significant commitments of time and resources. The regulatory landscape continues to present challenges for years to come. This seminar examines changes to various laws and regulations and covers numerous hot topics that will provide you with practical solutions to help deal with those matters.
The agenda will include what’s new, hot, and coming for BSA, lending, deposit, and other compliance areas. We’ll cover important news from 2024 and how it affects your institution, including regulatory changes, regulator issuances such as newsletters and guidance, and impactful enforcement actions. We’ll help you prepare for your next exam by discussing what we’re seeing and hearing regarding exam cycles, such as common exam violations, examiner expectations, and key themes from exit meetings. And we’ll look ahead to what’s on the horizon for things like new regulation, pending regulatory changes, and rulemaking agendas and supervisory plans.
Are you sometimes unsure of the right return reason code to use? Do dishonored returns and contested dishonored returns have you scratching your head? In this session, we will cover all of the return, dishonored return, and contested dishonored return codes, and when they should appropriately be used. Knowing your rights and responsibilities under the Rules will help you reduce the risk of potential loss for your institution. This session will focus on:
Returns
Dishonored returns
Contested dishonored
Corrected dishonored returns
Audience This session is ideal for ACH Operations staff, AAP and APRP Candidates, and Audit and Compliance staff
Continuing Education
1.8 AAP/APRP credits
Facilitator
Kari Kronberg, Director of Education, PaymentsFirst
Fee Per Person
M $149 / NM $249
Construction and Construction Perm: How to Disclose March 19, 2025 – Live Streamed
Fee Per Person
M $265 / NM $445
Seminars
TRID Disclosures for Construction Lending
March 19, 2025 – Live Streamed
With the advent of TRID, little guidance was given on exactly how Construction Loans were to be disclosed. Subsequent FAQs and Regulator feedback have been received over the years. Join this webinar for a detailed overview of the requirements for Loan Estimates and Closing Disclosures when disclosing various types of construction and construction/permanent loan products.
Facilitator
Monique Reyna, CRCM, TCA Compliance
Fee Per Person
M $265 / NM $445
BSA/AML Fundamentals
Bootcamp
March 25-26, 2025 – Springfield or Live Streamed
This comprehensive class goes beyond understanding the regulations it equips you with actionable knowledge and resources to confidently fulfill your role in preventing financial crimes. As a cornerstone of the financial industry, compliance with the Bank Secrecy Act (BSA) is a critical responsibility, ensuring the safety and soundness of your institution while combating money laundering and terrorist financing.
Specifically designed for BSA Officers and compliance team members, the BSA/AML School is your gateway to understanding the examination process and applying regulatory expectations effectively in your day-to-day responsibilities. This isn’t just a session on rules it’s a program that bridges the gap between regulations and realworld practices. You’ll dive deeply into the FFIEC BSA/AML Examination Manual and 31 CFR Chapter X, learning how to translate these resources into actionable steps for your institution. Through hands-on exercises, practical examples, and discussions, you’ll gain the tools needed to enhance procedures, refine processes, and implement an effective compliance program.
Audience New and Experienced - BSA Officers and Team Members, Financial Crimes Team Members , Fraud Team Members as well as those needing a refresher of BSA. Facilitators
Dianne Barton, President, Performance Solutions, Inc.
Fee Per Person
M $505 / NM $875
Touring the ACH Rules Updates
April 2, 2025 – Springfield or Live Streamed
April 3, 2025 – Oak Brook
How familiar are you with ACH rules? Would you like a better understanding so you can navigate the rules like a pro? In this session, we will take a thorough look at the NACHA’s 2024 Operating Rules and Guidelines, learn about all of the changes coming your way in 2025, and we'll tab the book to help you create a tool to use in your day-to-day operations.
Takeaways
ACH terminology
What the rules really mean
RDFI and ODFI responsibilities
Any changes to the Rules for the coming year Plus, much more!
Audience This session is ideal for ACH auditors, operations and branch personnel, compliance officers, and AAP candidates.
Facilitator Michele L. Barlow, AAP, NCP, EVP, Macha/PAR
Fee Per Person
M $265 / NM $445
NACHA Operating Rules Book $70 – March 17 Order Deadline
Tabs Only - $10
New Accounts in Illinois
April 15, 2025 – Springfield or Live Streamed
Opening a new deposit account constitutes entering into a contractual agreement. Both the new account representative and the customer must understand the bank's obligations along with the terms and conditions the customer is being asked to accept. The ability to clearly explain the terms, conditions, and benefits of the account significantly influences the customer's impression of your bank and its services. In addition, there are updated regulatory requirements for obtaining beneficial ownership information on covered business accounts.
Topics
Understanding Regulation CC holds and scenarios
Regulatory and Illinois documentation requirements for fiduciary accounts and business accounts
Beneficial ownership and business account documentation requirements, including updates to reporting requirements.
Handling personal transactions conducted through business or fiduciary accounts
IRS W8BEN requirements for foreign customers.
Regulation E error resolution guidance and scenarios
Illinois state escheatment laws
Understanding notary versus Medallion guarantees
Audience Tellers, head tellers, branch managers and administrators, new accounts representatives, compliance officers and staff, training staff, and others who manage or work in the front line.
Wipfli LLP Facilitators
Andy Slotter, Senior Consultant, and Jennifer Lafferty, Manager
Continuing Education
6 CPE Credits (IL Public Accounting)
ABA Professional Certification under review
Fee Per Person
M $265 / NM $445
Seminars
HMDA Reporting – Are You Getting It Right?
April 10, 2025 – Live Streamed
Whether you are reporting all HMDA fields or limited fields under the exemption, there is a lot that goes into preparing the HMDA LAR. In HMDA Boot Camp, we will review:
Determining whether a loan is HMDA reportable. Requirements and Definitions for each Data Field. Development of sound HMDA Procedures Timing and Filing Requirements Refiling when required.
Facilitators
Michelle Strickland and Monique Reyna, TCA Compliance
Fee Per Person
M $265 / NM $445
IRA Essentials
April 22 – Springfield or Live Streamed
October 7 – Oak Brook
IRA Essentials, facilitated by Ascensus, gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to jobrelated situations. Attendees will leave this session to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed. Attendees should have access to a hand-heldcalculator.
Clients of Ascensus qualify for the IBA member rate.
M $265 / NM $445
Advanced IRAs
April 23 – Springfield or Live Streamed
October 8 – Oak Brook
Advanced IRAs, facilitated by Ascensus, build on the attendees’ basic IRA knowledge to address some of the more complex IRA issues their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.
You should attend this seminar if you are an IRA administrator, personal banker, or member services personnel with a working knowledge of basic IRA operations and wishes to expand your expertise and provide enhanced customer service.
a financial professional who recognizes that IRAs play an integral role in retirement planning.
a compliance specialist with procedural oversight of IRA policies and practices; or
support personnel responsible for promotional materials that describe the services provided by your financial organization.
Fee Per Person
Clients of Ascensus qualify for the IBA member rate.
M $265 / NM $445
Small Business Lending Application Register (LAR)
Filing
May 1, 2025 – Live Streamed
The Small Business LAR filing seems like it may be a bit down the road, however, time flies quickly. This program will review compliance dates, data fields, and changes that will be needed in data collection in the commercial lending area. Change may be difficult, but this session will assist in your Project Planning and overview of the requirements under 1071.
Facilitator Michele Strickland, TCA Compliance
Fee Per Person
M $265 / NM $445
Seminars
Advanced BSA/AML Academy
May 20-21, 2025 – Springfield or Live Streamed
The IBA is pleased to offer the Advanced BSA/AML Academy to meet the ongoing regulatory requirements. This two-day program focuses on the latest changing BSA arena and provides tips and tools to develop and manage an “adequate” and “effective and reasonably designed” BSA program.
Attendees will receive a training program manual, an updated FFIEC BSA/AML Examination Manual, a Resource Manual (packed with examples, forms, templates, and handouts), and opportunities to network with peers on current challenges and trends.
Audience BSA/AML offices, compliance officers, fraud team members, and auditors.
Facilitators
Dianne Barton, President, and Kristin Harville, Senior Consultant, Performance Solutions, Inc.
Fee Per Person
M $505 / NM $875
Performing Your ACH Audit
July 9, 2025 - Live Streamed
All financial institutions must conduct an annual ACH audit. This session focuses on the Nacha Operating Rules audit requirements and guidelines that are specific to Receiving Depository Financial Institutions (RDFIs) as well as Originating Depository Financial Institutions (ODFIs). We will be discussing:
Posting & funds availability
Returns, Prenotes, NOCs
Dispute processing
Statement reporting
Originator obligations
Exposure limits
Risk Management
Returns & NOCs
Data security
Examples of areas of non-compliance
Audience This session is ideal for ACH Operations, AAP Candidates, and Audit & Compliance staff.
Presenter
Alaina Ackley, Director of Audit at PaymentsFirst
Continuing Education
ABA Professional Certifications (Pending)
6 AAP/APRP credits
CPE for Illinois Public Accountants 6 hours
Fee Per Person
M $265 / NM $445
Call Report Preparation
Wednesday, August 13, 2025 – Springfield or Live Streamed
This seminar focuses on equipping community banks with the fundamental knowledge necessary for completing an accurate and efficient Call Report. The presentation will guide call report preparers through the complicated instructions and provide clarity to common reporting challenges. Participants will gain a deeper understanding of how the balance sheet schedules support and affect risk-weighted assets and regulatory capital calculations. Insights into current and upcoming revisions, accounting changes, how to get the most out of available technology tools, strategies for sharing preparation responsibilities, training a knowledgeable backup, and reporting challenges from changing regulatory rules.
Agenda
General Information Related to Call Report
Review of Balance Sheet Schedules
Review of Regulatory Capital Schedules
Review of Other Schedules
Review of Income Statement Schedules
Other Call Report Topics
Facilitator
Danielle Damon (CIA), Wipfli LLP
Fee Per Person
M $265 / NM $445
BSA/AML Yearend Wrap-Up
October 15-16, 2025 - Live Streamed
This two-day program focuses on the current changing BSA, AML/CFT compliance arena and offers tools to manage an “adequate” and “effective and reasonably designed” BSA program to meet regulatory expectations. In addition, this program also assists financial institutions in meeting the annual training requirements by the BSA regulations. Attendees receive a Training Manual as well as a Resource Toolkit packed with “takeaway tools and resources.” This event provides opportunities to network with peers and industry experts on current challenges and trends.
Facilitators
Dianne Barton and Kristin Harville, Performance Solutions, Inc.
Fee Per Person
M $505 / NM $875
Seminars
ACH Exception Handling
November 19, 2025 – Live Streamed
In an ideal world, all ACH entries would contain the correct information, and all entries would post automatically. As a receiving institution, we have no control over the types of Entries that are sent to us, and sometimes when we walk into the office, we find these Entries waiting for us to deal with them. Sometimes they even make us go, "Hmm…….what is the best way to handle this situation?" We will also touch on some exception scenarios for checks and debit cards, including altered and forged checks, untimely reports of errors, and when Regulation E comes into play. Spend an interactive day with us learning through an activity-based session, What is the best course of action?’ Come ready with your scenarios so we can all learn from real-life challenges, of course, masked to protect the innocent.
Audience This session is ideal for ACH Operations, Audit & Compliance staff, and AAP Candidates
Presenter
Kari Kronberg, AAP, APRP, NCP, Director of Education at PaymentsFirst
Continuing Education
ABA Professional Certifications (Pending)
6 AAP/APRP credits
CPE for Illinois Public Accountants 6 hours
Fee Per Person
M $265 / NM $445
Peer Group
Compliance Peer Group
Schaumburg – April 11 (Karyn Mysliwiec, RSM US LLP)
Springfield – July 11 (Kathy Enbom, Wipfli LLP)
Belleville – October 10 (Brian Crow, TCA Compliance)
Each session provides an opportunity for bankers to constructively examine pressing issues, exchange ideas, and share solutions among colleagues in a comfortable and professional environment.
Agenda
9:00 a.m. Registration & Networking
10:00 a.m. Welcome and Introductions
10:15 a.m. Lending
11:15 a.m. Deposits & Other
12:15 p.m. Lunch
1:00 p.m. CRA
2:00 p.m. BSA
Fee Per Person
M $250 / NM $450 Per Session
M $675 / NM $1,215 Package Pricing
ABA Training
Online Instructor-Led
Legal Foundations in Banking
This course covers critical legal requirements affecting banks and bankers and core language that must be understood to be effective. It provides the necessary legal knowledge that every banker should know. This is a foundation course in the legal structure and basis for commercial banking, designed for new bankers, banking managers, or those transacting business directly with customers.
M $675 /NM $815 Start Dates – 3/17, 9/8
Online Self-Paced
CRCM Online Exam Prep
This course features audio and video lessons, readings, an online discussion board, access to a virtual instructor, and practice tests. After completing this course, students will be able to:
Demonstrate your compliance expertise in sample scenarios aligned to the exam domains
Practice your aptitude in completing tasks in each knowledge area
Evaluate your knowledge of crucial compliance topics, processes, and management expectations
Prepare for the actual exam and know what to expect from sample tests that include real exam questions
Access resources that you will leverage in your role of compliance manager (purchased separately)
Audience Individuals are preparing to take the Certified Regulatory Compliance Manager (CRCM) Exam. Check here to see eligibility requirements.
M $895 / NM $1,045
Certificates
Certificate in BSA and AML Compliance
Improve your ability to detect and prevent suspicious and criminal activity with this overview of the types of criminal behavior commonly used against banks, including in-depth training on the applicable U.S. laws and regulations governing money laundering. The curriculum is designed to be a refresher for experienced financial crimes professionals who wish to take the Certified AML and Fraud Professional (CAFP) exam. It may be required for those individuals with less than five years of experience in the field.
Required Courses
Introduction to BSA/AML
SARs and Information Sharing
Currency and Correspondent Banking Accounts
Electronic Banking and Funds Transfer Activities
Higher Risk Accounts and Activities
BSA Requirements for Business Accounts
BSA Requirements for Foreign Customers and Accounts
Components of an AML Compliance Program
International Partners in AML
Office of Foreign Assets Control (OFAC)
M $1,595 / NM $2,095 NM
Certificate in Compliance Essentials
Gain a thorough understanding of key compliance essentials, including how to identify regulations and understand critical laws.
Required Courses for Compliance Professionals
Navigating Laws, Rules, and Regulations
BSA/Anti-Money Laundering
Digital Compliance for Compliance Professionals
Elements of a Compliance Program
Office of Foreign Assets Control (OFAC)
Privacy/Information Sharing
Unfair, Deceptive, or Abusive Acts or Practices (UDAAP)
Community Reinvestment Act, Community Bank (CRA)
Community Reinvestment Act, Large Bank (CRA)
Fair Debt Collection Practices Act
Bank Bribery Act
Bank Protection Act
Title III of the Americans with Disabilities Act
CAN-SPAM Act
M $1,995 / NM $2,595 NM
Certificate in Deposit Compliance
Gain a thorough understanding of crucial deposit regulations and the ability to identify and respond to compliance requirements. Get unlimited access to all course content for 12 months - including updates on new issuances and regulation changes made within that year.
Required Courses for Compliance Professionals
Electronic Funds Transfer Act (Reg E)
Expedited Funds Availability Act (Reg CC)
Reserve Requirements for Depository Institutions Act (Reg D)
Truth in Savings Act (Reg DD)
FDIC Coverage
Federal Benefit Payment Garnishment Rule FFIEC
M $995 / NM $1,295 NM
ABA Training
Certificates
Certificate in Financial and Credit Risk Management
This certificate includes seven courses covering the foundational aspects of financial and credit risk management. The financial risk courses provide principles for understanding and managing interest rate and liquidity risks. The credit risk courses teach core methods for identifying, measuring, monitoring, and controlling risk levels within retail, commercial, and agricultural lending and addressing other sources of credit risk.
Required Courses
Financial Risk Management: Interest Rate Risk
Financial Risk Management: Liquidity Risk
Introduction to Credit Risk Management
Credit Risk Management: Managing, Monitoring, and Measuring
Credit Risk Management: Retail Lending
Credit Risk Management: Commercial and Agricultural Lending
Credit Risk Management: Other Sources of Credit Risk
M $1,295 / NM $1,795
Certificate
in Fraud Prevention
In-depth training on the applicable U.S. laws and regulations governing fraud and an overview of the types of criminal behavior commonly used against banks. They are designed to be an excellent refresher for experienced financial crimes professionals who wish to take the Certified AML and Fraud Professional (CAFP) exam. They may be required for those individuals with less than five years of experience in the field.
Required Courses
Introduction to Fraud Management
Establishing a Fraud Prevention Program
Types of Fraud and Prevention Strategies
Operating a Fraud Prevention Program
Maintaining a Compliant Fraud Prevention Program
M $795 / NM $1095
Certificate
in
Lending Compliance Core Concepts
Demonstrate to bank management and examiners you have a thorough grounding in crucial lending regulations and the ability to identify and respond to compliance requirements. Includes any updates on new issuances and regulation changes made within that year.
Required Courses for Compliance Professionals
Credit Card Regulations
Loans to Insiders (Reg O)
Reg Z Foundations and Closed-End Non-Mortgage Credit
Fair Credit Reporting Act (FCRA)
Equal Credit Opportunity Act (ECOA)
Reg Z Open-End Credit
Servicemembers Civil Relief Act (SCRA)
Military Lending Act
M $1,095 / NM $1,395
Certificate in Mortgage Lending Compliance
Gain a thorough understanding of key mortgage regulations, and the ability to identify and respond to mortgage lending compliance requirements.
Required Courses for Compliance Professionals
Fair Credit Reporting Act (FCRA)
Equal Credit Opportunity Act (ECOA)
Reg Z Open-End Credit
Servicemembers Civil Relief Act (SCRA)
Military Lending Act
Home Mortgage Disclosure Act (HMDA)
Real Estate Settlement Procedures Act (RESPA)
Flood Disaster Protection Act
Reg Z TILA RESPA Integrated Disclosures (TRID)
Reg Z Ability to Repay (ATR) and Qualified Mortgage (QM)
Reg Z Closed-end Mortgage Credit
Fair Housing Act
Homeowners Protection Act
Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act)/Regulation G
M $1,995 / NM $2,595 NM
Certificate in Operational Risk Management
Address training needs across the bank's three lines of defense and maintain a robust operational risk management program. Understand the fundamental governance structures, procedures, controls, and cultural aspects necessary for an institution to manage operational risk successfully.
Required Courses
Elements of an Operational Risk Management Program
Cybersecurity Management
Fraud and Criminal Threats
Incident Management and Resilience
Operational Risk Model Management
Oversight and Management of Operational Risk
Payments and Settlements
Physical Security
Regulatory Exam Management
Risk Control and Self-Assessment
Vendor Risk Management
M $1,595 / NM $2,095 NM
Certificate in Risk Management Frameworks
Each course walks through a critical process in sufficient detail for a targeted yet integrated view of risk management activities vital to an institution, such as establishing an effective governance process followed by risk identification, measurement, evaluation, monitoring, controls, and reporting.
Required Courses
Introduction to Enterprise Risk Management
Board and Senior Management Oversight
Enterprise Risk Management Reporting
Risk Policies, Procedures, and Limits
Risk Management Control Framework
Risk Identification
Risk Measurement and Evaluation
Risk Mitigation
Risk Monitoring
M $1,395 / NM $1,895
Active Aggressor for Employees
Active Aggressor for Managers
ADA Accessibility
ADA Interacting with People Who Have Disabilities
ADA Overview and Employment
Advertising: CAN-SPAM Act
Advertising: Overview for Marketers
Appraisals: FIRREA and Interagency Guidelines
Appraisals: Reg Z Requirements
Bank Bribery Act
Bank On: Opening the Door to Opportunity
Bank Protection Act
Banking Law and Referrals
Best Practices for Managing Remote Employees
BSA/AML: Beneficial Ownership and Customer Due Diligence
BSA/AML: CIP Advanced
BSA/AML: CIP Basics
BSA/AML: Communicating with Customers about CTRs
BSA/AML: Completing the CTR
BSA/AML: Exempting Customers from CTR Reporting
BSA/AML: Fundamentals
BSA/AML: Recordkeeping - Wires, Money Orders, and Other Challenges
BSA/AML: Reporting
BSA/AML: Risk Assessment and Customer Due Diligence
BSA/AML: SAR Filing
BSA/AML: USA PATRIOT Act
Community Reinvestment Act (Reg BB)
Conscious Bias
Culturally Respectful Customer Service
Cybersecurity Fundamentals
ECOA and Regulation B: Overview
Elder Financial Exploitation
E-Sign Compliance
Extending Credit to Bank Insiders (Reg O)
Fair Housing Act
Fair Lending
Fair lending for Marketers
FCRA: Adverse Action
FCRA: Affiliate/Third Party Information Sharing
FCRA: Duties of Furnishers
FCRA: Introduction and Overview
FCRA: Medical Information Sharing
FCRA: Notice to Consumers (Risk-Based Pricing)
FCRA: Permissible Purpose
FCRA: Prescreened Offers of Credit
FCRA: Use of Consumer Reports in Employment
FDIC for Marketers
FDIC Insurance Coverage
Flood Disaster Protection Act
Fraud Recognition and Prevention
Good Faith Estimate and HUD-1
Home Mortgage Disclosure Act (HMDA) Overview
Homeowners Protection Act
Human Trafficking and Human Smuggling
Identity Theft Red Flags and Information Security
Leveraging the Benefits of a Diverse Workforce
Military Lending Act
Mortgage Servicing: ARM Notices
Mortgage Servicing: Early Intervention and Continuity of Contact
Mortgage Servicing: Error Resolution
Mortgage Servicing: Escrow Accounts
Mortgage Servicing: Force-Placed Insurance
Mortgage Servicing: Loan Origination and Servicing Transfers
Mortgage Servicing: Loss Mitigation
Mortgage Servicing: Overview
Mortgage Servicing: Payment Crediting and Periodic Statements
Mortgage Servicing: Successors in Interest
Office of Foreign Assets Control (OFAC)
Privacy: GLBA Rule (Reg P)
Privacy: GLBA Safeguards Rule
Privacy: Overview of Laws
Privacy for Customer Contact Personnel
Real Estate Settlement Procedures Act (RESPA)
Recognizing and Preventing UDAAP
Reg B: Appraisals and Other Valuations
Reg B: Creditors’ Requests for Information
Reg B: Evaluating Applications
Reg B: Notifications
Reg CC Check 21
Reg CC Disclosures and Notifications
Reg CC Exceptions to Funds Availability Schedules
Reg CC Funds Availability Schedules
Reg CC Indorsements
Reg CC Subpart C
Reg DD Disclosures and Payment of Interest
Reg DD for Marketers
Reg DD Overdraft Rules
Reg E Consumer Liability
Reg E Consumer Remittances
Reg E Disclosure Requirements
Reg E Error Resolution Requirements
Reg E Gift Cards
Reg E Overdrafts
Reg E Overview
Reg E Payroll Cards
Reg E Preauthorized Transfers
Reg E Prepaid Accounts
Reg F: Fair Debt Collection Practices Act (FDCPA)
Reg W: Affiliate Transactions
Reg Z Adjustable-Rate Mortgages
Reg Z Advertising
Reg Z Advertising for Marketers
Reg Z Credit Cards
Reg Z HELOCs (Open-End Credit)
Reg Z HOEPA and Higher-Priced Mortgage Loans
Reg Z Installment and Home Equity Loans (Closed-End Credit)
Reg Z Mortgages (Closed-End Credit)
Reg Z Non-Home Secured (Open-End Credit)
Reg Z Overview
Reg Z Private Education Loans
Reg Z Reverse Mortgages
Reg Z Right of Rescission
Reserve Requirements for Depository Institutions (Reg D)
Right to Financial Privacy Act (RFPA)
Robbery and Bank Security
Servicemember Civil Relief Act (SCRA)
Sexual and Workplace Harassment
Sexual and Workplace Harassment for Managers
Social Media for Marketers
Social Media: Managing the Risks
Telephone Consumer Protection Act (TCPA)
The S.A.F.E. Act - Secure and Fair Enforcement for Mortgage Licensing Act
TILA-RESPA Integrated Disclosures
UDAAP for Marketers
Unlawful Internet Gambling Enforcement Act (UIGEA) (Reg GG)
Resources / References
IBA Compliance Connection®
Illinois bankers are constantly challenged with new laws, regulations, enforcement trends, and other pressing compliance concerns. We have an exciting resource to help you IBA Compliance Connection® a free website for all employees of IBA member banks that will quickly become your “go-to” source for banking compliance information, guidance, and support every day!
What You'll Find on the IBA Compliance Connection®
More than 200 (and growing!) Topic Pages covering a broad spectrum of compliance matters, indexed by bank process and function, together with all relevant laws and regulations
Over 4,000 (and growing!) original IBA Q&As, together with relevant articles, court decisions, and more
A developing Forms Library with sample policies, procedures, checklists, worksheets, and other forms
The latest in Compliance News, with daily updates from the IBA Law Department
A Law Resource Library compiling the best legal resources on the internet
And best of all, the IBA Compliance Connection® is FREE for all employees of IBA member banks! If your bank is an IBA member, you are an IBA member! Sign Up Today at www.GOTOIBA.com!
Regulatory University
Free Online Compliance Training | Powered by FIS
An Exclusive Benefit for IBA Member Banks and Thrifts
All your employees can enroll in free online coursework to stay informed of those constantly changing laws and regulations! IBA member banks and savings banks that enroll in this complimentary training have access to nearly 100 interactive courses in key regulatory areas. Your in-house program administrator can enroll employees, assign customized course programs, and run sophisticated management reports to monitor each employee’s progress while enabling your organization to determine additional training needs.
By participating in this program, you can demonstrate to examiners that your organization has a thorough and ongoing company-wide training program! Regulatory University is the only online training solution that ALL industry regulators use today. Most recently, the Consumer Financial Protection Bureau has trained their examiners and consumer response team through Regulatory University! Enroll Today!
Reference Guide to Regulatory Compliance, 34th Ed.
This guide is an ideal resource for compliance managers, department staff, product managers, and retail branch banking managers. The Guide is updated annually, giving you timely and relevant updates at your fingertips. Updates to the 34th Edition include:
CRA Modernization
Regulation B (ECOA) Dodd Frank Act section 1071
Home Mortgage Disclosure Act (HMDA) Regulations of Overdraft Protection Bank Secrecy Act/Anti-Money Laundering OFAC
And many more! View the Table of Contents (PDF) 3-hole punched Paper Version or Adobe Digital Reader eBook M $375 / NM $525
Lending: Ag, Commercial, Consumer and Residential
Conferences
The ONE Conference
March 13-14, 2025 – Bloomington, IL
Your ONE-stop shop for developing professional skills for your team's key bank functions. Each attendee creates their own custom learning experience with session choices unique to their role: Marketing, Financial Management, HR, Leadership, Lending, Retail, and Tech & Ops. More details coming soon!
Ag Banking Conference
August 20-21, 2025 – Springfield, IL
Ag lending requires highly specialized lending skills and an understanding of the unique markets available to farmers in Illinois. As in all other industries, ag banking is constantly changing. Ag lenders need to stay current on the latest issues in agricultural markets, economics, and risk management. The Ag Banking Conference addresses these and other important issues to increase your knowledge and improve your ability to serve ag customers.
Peer Group
Lending Peer Group
TBA – Live Streamed
This group offers an ongoing platform throughout the year for developing peer networks and a strategic exchange of thought leadership, addressing current, and developing lending opportunities and challenges. The program highlights a rotation of industry speakers and roundtable discussions by peers all relating to lending practices, risk management, and the ever-changing regulatory, competitive, and economic lending conditions.
Fee Per Person
Members Only $400 (Includes Two Sessions) Substitutions Permissible
Schools
Mortgage Lending School
May 6-8, 2025 – Springfield or Live Streamed
9:00 a.m. to 4:00 p.m. CT (Day 1-2)
9:00 a.m. to 12:00 p.m. (Day 3)
The Curriculum The 2025 Mortgage Lending School addresses the financial industry's most immediate and relevant training needs. This mini-institute provides realestate lending professionals with a solid foundation of knowledge of real estate underwriting and compliance requirements, including exercises in underwriting. buying and selling mortgages in the secondary markets, construction lending, and today’s regulatory requirements. This school provides a practical, hands-on curriculum designed for learning by doing and for easy application at the bank, along with a small class size to increase networking opportunities and personalized instruction.
Who Should Attend Bankers who have not been exposed to formal mortgage lending training and lenders who want to broaden their mortgage lending knowledge will benefit from the school. Attendees will be better prepared to serve effectively and profitably as mortgage loan officers. Students should have a solid foundation in the areas of accounting, financial statement analysis, and economics. This understanding can be evidenced by ABA courses, college courses, in-house programs, self-study, and/or experience. Students are expected to have had relevant banking experience before the school. This means a college degree, at least one year of experience, a high school diploma, and five years of banking experience.
Learning Outcomes
Loan Application & Interviewing
Secondary Mortgage Market
Lending to Self-Employed Borrowers
Underwriting
Regulatory Compliance
Construction Financing & “Potential” Construction Site Visit
Loan Originations
Appraisals
Facilitator
The faculty leader, Paul R. Osborne, represents a wealth of lending experience and the ability to communicate in an effective and enjoyable manner.
Continuing Education
Under Review
Fee Per Person
M $745 | NM $1245
Schools
Commercial Lending School
September 8-12 - Springfield orLive Streamed
This program prepares your team to serve effectively and profitably as commercial loan officers by providing participants with the knowledge needed to evaluate, structure, and negotiate a commercial loan.
Topics
Foundation Concepts in Lending
Understanding the Borrower’s Business Evaluating Management
Assessing the Risks Facing the Borrower
Assessing Borrower Financial Performance
Projecting Future Performance
Loan Structure and Support
Responsible Commercial Real Estate Lending
Identifying and Managing Problem Loans
Effective Relationship Management
Facilitators
Mark Tyrpin, President and CEO, Mercantile Bank in Quincy
Derrick Jackson, EVP & Chief Credit Officer, First Savings Bank
Fee Per Person
M $1,225 / NM $2,045
Midwest Agricultural Banking School
December 2025 - Purdue University, West Lafayette, IN
The school delivers a solid foundation in agricultural credit principlesand the timeliest topics of the day, all with a minimum investment of time and money! The curriculum is designed to provide you with the practical aspects of agricultural credit and finance, farm management, and marketing-related subjects.
Seminars/Series
LaserPro Training
Live Streamed | March 5-6 – Beginner Sessions
Live Streamed | August 12-14 – Advanced Sessions
NOTE: While the March courses are meant for beginners, current administrators may also benefit from them as well. These are not compliance seminars. The trainer cannot render compliance advice or legal counsel advice.
Commercial Document Preparation for Beginners
Tuesday, March 4 - This course will teach users how to navigate and complete the workflow of the LaserPro software, focusing on producing Commercial loan documentation.
Consumer Real Estate for Beginners
Wednesday, March 5 - This course focuses on using LaserPro to produce Consumer Real Estate loan documentation for loans subject to the TRID Regulation. The course navigates through LaserPro’s Processing workflow to create a Loan Estimate and early disclosures, then walks through LaserPro’s Doc Prep phase to produce a Closing Disclosure and closing loan documentation.
Tips, Shortcuts, and Best Practices
Thursday, March 6 - This course is designed to teach someone how to edit and navigate through the administrative database of the LaserPro software. This course focuses on the setup and functionality of the General System Setup, and the setup and functionality of the LaserPro Loan Processing Setup.
Advanced Commercial Document Preparation
Tuesday, August 12 - This course focuses on using LaserPro’s workflow for complex commercial loan transactions with the expectation that participants already have experience with the basic workflow and navigation of the commercial module.
Advanced Consumer Real Estate
Wednesday, August 13 - This course focuses on documenting fee changes and tolerance cures for loans subject to the TRID Regulation. This functionality will be demonstrated while documenting a construction loan. The course is taught with the expectation that participants already have experience with the basic workflow and navigation of a TRID loan.
Advanced Administration
Thursday, August 14 - This course is designed to teach attendees how to create policies and templates at an advanced level with the expectation that participants already have experience with the admin functionality of the LaserPro software.
Per Person Per Program Fee
Each program is limited to 15 registrants.
M $455 / NM $605
Seminars/Series
TRID Disclosures for Construction Lending
March 19, 2025 – Live Streamed
With the advent of TRID, little guidance was given on exactly how Construction Loans were to be disclosed. Subsequent FAQs and Regulator feedback have been received over the years. Join this webinar for a detailed overview of the requirements for Loan Estimates and Closing Disclosures when disclosing various types of construction and construction/permanent loan products.
Facilitator
Monique Reyna, CRCM, TCA Compliance
Fee Per Person
M $265 / NM $445
Essentials of Commercial Credit Analysis Series
April 16-17 and May 13-14, 2025 - 9:00 a.m. to 4:00 p.m. CT Springfield and Live Streamed
This series provides bankers with foundational and advanced principles for effective commercial and real estate lending, commercial credit analysis, underwriting, and loan review. Each session will prepare bankers to successfully analyze credits and make wise, evidence-based loan recommendations in today’s banking environment, where they must have the skills and flexibility to respond to a wide range of loan requests. The instructor’s facilitation approach encourages participant engagement and, thus, enhances their learning experience. Participants apply lending, underwriting, and credit analysis principles through real-world examples, practice problems, and case studies. Worksheets for calculating Debt-to-Income, Debt Service Coverage, and Global Debt Service Coverage are included.
Audience This series is targeted to Commercial Lenders, Small Business Lenders, Credit Analysts/Commercial Loan Underwriters, Loan Review Officers, and Management Trainees. This course is “down-to-earth” and particularly relevant for bankers who specialize in lending to small and mid-size commercial borrowers.
Sessions
Introduction to Commercial Lending and Financial Accounting
Analyzing Tax Returns and Calculating Traditional Cash Flow
Analyzing Financial Statements and UCA Cash Flow
Sensitivity Analysis, Mitigating Risk, and Making Loan Approval Recommendations
Fee Per Person
M $995 / NM $1,665
Small Business Lending Application Register (LAR)
Filing
May 1, 2025 – Live Streamed
The Small Business LAR filing seems like it may be a bit down the road, however, time flies quickly. This program will review compliance dates, data fields, and changes that will be needed in data collection in the commercial lending area. Change may be difficult, but this session will assist in your Project Planning and overview of the requirements under 1071.
Facilitator Michele Strickland, TCA Compliance
Fee Per Person
M $265 / NM $445
Sales Excellence Bootcamp: Helping Bankers
Become Elite Business Developers
May 15-16, – Springfield, or Live Streamed
Joe Micallef has been a successful banker and business developer for over 30 years, achieving record results year after year for his bank and his customers. In a highly competitive banking market, the secret to Joe's success has been to differentiate himself as a financial adviser that his customers and prospects proactively seek to help them with all their financial challenges and goals. Many bankers struggle each year to achieve their growth targets and personal goals because they do not know how to position themselves as valuable finance professionals.
How are you engaging your prospects and getting more meetings?
How well can you articulate your unique value proposition?
How impactful are your customer meetings?
How persuasive are your proposals?
How do you overcome objections?
Joe will share practical business development tips and tools that will help you easily grow your customers and win more business at the price you want year after year. Commercial bankers, retail officers, financial planners, and home lenders walk away from Joe's two-day sales boot camp with greater sales confidence and ideas to elevate their career success and more effectively grow their bank.
During this highly interactive, enlightening, and energizing twoday workshop, attendees will develop the following skills, behaviors, and beliefs:
Day ONE - Getting More Meetings
Understand Personal Motivation & Build Sales Confidence
Create a Powerful Target List & Value Proposition
Develop a Better Prospecting Script & Cadence
Consistently Gain More Quality Referrals
Become a More Influential Networker
Day TWO - Winning More Customers
Adopt a Better Sales Meeting Process
Ask Powerful Questions
Create & Present Compelling Proposals
Closing Techniques & Overcoming Objections
Develop a P.L.A.N. for Greater Success
Audience and Program Benefits
A must-attend event for all bankers in a business development role.
Achieve an immediate return on investment that will include more customers, more rewards, and more job fulfillment.
Receive a copy of Joe's presentations and a workbook filled with proven sales models, templates, and scripts to help them gain immediate results.
Direct access to Joe Micallef for up to 30 days after the bootcamp to review their workbook exercises and discuss any specific sales challenges.
Fee Per Person
M $505 / NM $875
Online Training
Breaking into Banking Powered by Keusal Learning Credit Officers and Commercial Training Managers Here’s How to Build Skillful and Productive Commercial Bankers from Day 1… GUARANTEED Focusing on the reality of the banking world over textbook portrayals of the business, these courses will equip you with critical concepts and banking terminology. They show you how it all fits together.
ABA Training
Online Instructor-Led
Analyzing Financial Statements
A practical introduction to financial statement analysis from the perspective of the commercial loan officer. Gain the skills needed to effectively assess the risks related to a customer current and prospective and evaluate possible sources of repayment for the loan.
Audience Commercial and business bankers and credit analysts. The recommended prerequisite course is General Accounting.
M $545 / NM $625 Start Dates – 5/5, 7/21, 12/1
Commercial Lending
Suitable for anyone who wants to learn more about the commercial lending process the backbone of most banks’ lending portfolios. Learn what goes into making a successful commercial loan and how tomanage a customer relationship once the loan is approved.
M $545 / NM $675 Start Dates – 6/9, 10/13
Consumer Lending
Breaking into Banking 101: Fundamentals of Commercial Banking
This 10-module online course is broken into easyto-digest lessons covering everything you need to know to get hired, start quickly, and advance in your new career. Andy gives you the inside scoop on what banks want from you and how you can immediately differentiate yourself from others new to the industry.
Breaking into Banking 201: Analyzing Repayment Sources
This 9-module online course is a “sequel” to the 101 course and is best taken after completing that course, though it is not a prerequisite. The 201 course dives deeper into topics covered in modules 4, 6, and 8 of the 101 courses: analyzing a borrower’s balance sheet, income statement, collateral, and risk ratings.
Breaking into Banking for Interns
Unlike our other courses that are appropriate for various audiences of learners, this course was created specifically for college students hired by banks for internships. It assumes no prior knowledge of the subject matter. This course was created specifically to meet that need, and includes a brief overview of retail banking, with a focus on commercial credit and lending. It is an ideal primer for those considering banking as a career.
Audience New credit analysts, lenders, and underwriters, as well as bankers who don’t do credit analysis but need a working knowledge of the process. This may include statement spreaders, loan processors and closers, treasury management associates, administrative support for credit or lending officers, branch managers, and interns.
Learn More Today!
It covers forming a loan policy, generating applications, learning about credit investigation, and understanding the evaluation and decisionsthat go into every loan application.
M $485 / NM $625 Start Dates – 3/3, 7/7, 10/27
Introduction to Agricultural Lending
They are designed to provide students with a basic overview of the agricultural lending function. It helps students have a fundamental understanding of agriculture and ag lending in the financial services industry.
M $575 / NM $695 Start Dates – 9/22
Online Self-Paced
Analyzing Business Financial Statements & Tax
Returns Suite
Courses
Income Statement Analysis
Balance Sheet Analysis
Ratio Analysis
Cash Flow Analysis
The UCA Mode
Cash Budgets and Pro Forma Statements
M $275 / NM $375
Analyzing Personal Financial Statements & Tax
Returns Suite
Courses
Types of Personal Financial Statements
Key Ratios and Adjusted Net Worth
Personal Tax Returns and Cash Flow
Combining Business & Personal Cash Flow into Global Cash Flow
M $275 / NM $375
Effective Referrals Suite
This suite explores the Effective Referral Model for recognizing, responding to, and revisiting referrals. Completing this suite provides tactics for identifying clues about financial needs and connecting them to appropriate products and services. Concise, impactful lessons can be applied on the job immediately.
M $55 / NM $75
Ethical Issues for Bankers
This cornerstone course is an in-depth exploration of the ethical standards expected of financial service professionals. Master best practices for observing a bank's code of conduct and adhering to federal laws. Develop a sound ethical framework to handle commonly experienced ethical dilemmas. Learn how to make ethically appropriate decisions.
M $55 / NM $75
Fundamentals of Small Business Banking Suite
This suite explores the characteristics, expectations, and operational needs of small businesses. Explore the different legal structures and business types to better understand your small business clients. Discover the different steps in each type of operating cycle and the stages of a small business’ life cycle.
M $95 / NM $130
Introduction to Analyzing Financial Statements
Reviews terms and steps associated with analyzing financial statements. Explains how tax returns report income and expenses from another perspective. Examines the computation and meaning of four categories of financial ratios and how ratios are used to spot significanttrends.
M $195 / NM $245
Loan Structuring, Documentation, Pricing and Problem Loans
This suite of five courses provides guidance on loan structuring and documentation issues in response to the quantitative and qualitative risk analysis. An overview of documents, loan agreements and covenants, as well as negotiating and pricing is included.
M $275 / NM $375
Mortgage Customer Counseling and Prequalification
Describes mortgage counseling and the type of information and techniques to improve communication between the MLO and customer. Reviews mortgage counseling from the transaction-oriented and mortgage program-oriented perspectives. Explains critical areas of review for each step in the prequalification process.
Note: Only MLOs can prequalify customers for a mortgage and take mortgage applications. The CFPB's Loan Originator Rule expands the SAFE. Act definition of "loan originator" and requires certain loan origination activities be performed only by loan originators.
M $95 / NM $130
Personal Tax Return Analysis
Explains how to analyze tax returns to determine a projected income and explores income trends, recurring versus nonrecurring income, andhow tax returns can be used as a sales tool.
M $245 / NM $345
Qualitative Analysis and Determining a Credit Risk Rating Suite
Covers qualitative analysis and how to assess industry risk, market risk, andmanagement risk. Learn the role of loan policy and the need to summarize the borrower’s various risks into an appropriate credit risk rating.
The Commercial Lending Process & Initial Business Development Calls
Credit Investigation and Assessing Industry, Market, and Management Risk
Loan Policies and Procedure, Including Credit Risk Ratings
Loan Packages and Credit Write-Ups
M $275 / NM $375
ABA Training
Online Self-Paced
Relationship Sales for Small Business Clients Suites
Gain a solid understanding of ways to meet small business clients’ needs through consultative or needs-based selling. Completing this suite helps develop the key skills needed to create and sustain successful small business relationships. Through a blended-learning approach with micro-lessons, practice exercises, and toolkits, lessons can be applied on the job immediately.
M $135 / NM $180
Small Business Basics
Guides you through the operating and life cycles of small businesses. Learn the different small business industry types and identify their corresponding traits and financial needs. Explore small businesses’ legal structures and their corresponding traits, advantages, and risk profiles.
M $55 / NM $75
Small Business Borrowing Suite
Describes the characteristics of the small business market that make it an attractive source of potential business. This course explores the overall relationship between the borrowing cause, loan purpose, and repayment source to better understand small business client credit needs.
M $95 / NM $130
Small Business Operating and Life Cycle
Guides you through the steps of the operating cycle. Discover how the steps may vary based on industry type. Explore the stages of the small business life cycle. Get insight into detecting a small business owner’s banking product need during each step of the operating cycle and life cycle.
M $55 / NM $75
Small Business Products Suite
Explore the features and benefits of credit products, retirement products, and treasury management products. Completing this suite develops the key skills needed to create and sustain successful small business relationships. Through a blendedlearning approach with micro-lessons, practice exercises, and toolkits, lessons can be applied on the job immediately.
M $95 / NM $130
Treasury Management
This course examines how treasury management services organize and control business customers' cash assets to satisfy the financial objectives of the organization. It explains the important role treasury management products and services play in meeting business customers' financial needs.
M $55 / NM $75
Understanding Business Borrowers
Learn how to identify and understand business industries and types and why they borrow money. An introduction to the basic concepts of business financial accounting and entity structures is also covered.
M $275 / NM $375
Certificates
Certificate in Business and Commercial Lending
This online self-paced certificate focuses on financial statement analysis and commercial lending, will familiarize lenders with both audited and unaudited statements, and fill any gaps in your understanding of credit analysis and underwriting.
Required Courses/Suites
The approximate time to complete these courses is 33 hours.
Effective Commercial Loan Write-ups
Treasury Management
Understanding Business Borrowers Suite
Analyzing Business Financial Statements and Tax Returns
Analyzing Personal Financial Statements and Tax Returns
Qualitative Analysis and Determining a Credit Risk Rating
Loan Structuring, Documentation, Pricing and Problem Loans
IBA/ABA M $1,295 / NM $1,595 Per Person
Small Business Banker Certificate
Develop the key skills for building trusted relationships with business customers. Discover tactics to better engage customers by understanding their needs and being able to offer appropriate solutions. Develop a broad knowledge of small business-specific products.
Required Courses/Suites
Estimated time to complete is approximately 11 hours.
Fundamentals of Small Business Banking
Small Business Borrowing
Relationship Sales for Small Business Clients Suite Small Business Products
Growing Small Business Relationships
Sales Planning
Introduction to Analyzing Financial Statements
Personal Tax Return Analysis
IBA/ABA M $495 / NM $695 Per Person
Residential Mortgage Lender Certificate
Designed for aspiring mortgage lenders and those individuals new to themortgage area of the bank, including mortgage loan clerks, loan processors, and closers.
Required Courses
The estimated time to complete is approximately 22 hours.
Banking Basics Suite Appraisal Procedures*
Basics of Mortgage Processing*
Determining Your Role in Fraud Prevention* Discovering FHA Programs*
Effective Referrals Suite Essentials of Mortgage Lending*
Ethical Issues for Bankers
Explaining Loan Modifications*
Mitigating Potential Fraud in Your Organization*
Mortgage Customer Counseling and Prequalification
Personal Tax Return Analysis
Preparing the Closing Disclosure*
Preparing the Loan Estimate*
Processing and Underwriting Credit*
Processing Income and Assets*
Reviewing the Appraisal Report*
*These courses are offered through a partnership with AllRegs, a leader in residential mortgage lending.
IBA/ABA M $775 / NM $985 Per Person Full Series
IBA/ABA M $105 / NM $143 Per Course Per Person
Human Resources and Workplace Fundamentals
Conferences
The ONE Conference
March 13-14, 2025 – Bloomington, IL
Your ONE-stop shop for developing professional skills for your team's key bank functions. Each attendee creates their own custom learning experience with session choices unique to their role: Marketing, Financial Management, HR, Leadership, Lending, Retail, and Tech & Ops. More details coming soon!
Webinar
Pay Transparency: What You Need to Know for 2025
Live Streamed | February 19, 11:00 a.m. - 11:45 a.m.
Illinois employers must comply with the state's Pay Transparency law, effective January 1, 2025, which requires compensation ranges and benefits information to be disclosed in job postings. Illinois' emphasis on pay equity and transparency is reshaping how compensation is handled, creating both challenges and opportunities for employers. In this webinar, Ben Opp, HR Hotline & Content Advisor at HR Source, will discuss this law and provide actionable strategies to ensure compliance. Key takeaways include:
A summary of the Illinois Pay Transparency law, including requirements for disclosing pay scales and benefits in job advertisements to promote pay equity Compliance strategies for meeting Illinois pay transparency requirements while ensuring fairness in compensation practices
How to maintain a competitive compensation strategy while meeting state and federal requirements
Presenter
Ben Opp, SPHR, HR Hotline & Content Advisor, HR Source
Per Person Fee
M $49 / NM $99
Peer Groups
Human Resources Peer Group
May 14, October 8 – Live Streamed
Designed to provide HR officers, executives, and others overseeing HR functions within their financial institutions an opportunity to share ideas, information, and challenges with fellow human resource officers. Expect a lively, interactive, and open discussion on employment issues facilitated by the legal and human resource experts.
Fee Per Person (Includes Two Sessions)
M $300 / NM $500 Substitutions Permissible
Education and Trainers Peer Group
February 27, June 12, October 23 – Live Streamed
This forum provides an opportunity for bank trainers to exchange ideas freely, brainstorm challenges, and examine pressing issues in today's ever-evolving regulatory, costconscience, and results-driven environment. The agenda is based on input from participants in the forum group as well as banking industry employee development key topics.
Fee Per Person (Includes Three Sessions)
M $745 / NM $1,245 Substitutions Permissible
Senior Retail Banking Peer Group
February 6, July 24, November 12 – Live Streamed
This group provides a platform and an opportunity for retail banking officers to freely exchange ideas and examine pressing issues in today’s ever-evolving regulatory, costconscience, and result-driven environment. The agenda for each session is based on input from participants in the forum group and the facilitator. Also, as appropriate, experts will present specific pressing topics as requested by forum members.
Fee Per Person (Includes Three Sessions)
M $745 / NM $1,245 Substitutions Permissible
Schools
GSB Human Resource Management School
April 28 – May 2, 2025 – Madison, WI
Scholarship Available
Designed for financial services HR professionals to help tie together important banking and HR issues, this school will expand your knowledge of the business of banking, human resource management, and employee performance.
Bank Trainers Conference & Expo 2025
October 7-9, 2025 – Orlando, FL
ABA Training
Online Self-Paced | Onboarding
Ethical Issues for Bankers
This course is an in-depth exploration of the ethical standards expected of financial service professionals. Master best practices for observing a bank's code of conduct and adhering to federal laws. Develop a sound ethical framework to manage commonly experienced ethical dilemmas. Learn how to make ethically appropriate decisions.
M $55 /NM $75
Online Self-Paced | Communication
Communication Basics Suite
Explores the primary elements of effective communications, key in delivering good customer service. This suite provides tips for becoming an active listener, developing effective questioning, and understanding body language.
Courses ▪Becoming a Better Listener ▪The Importance of Body Language ▪Communicating Effectively
M $55 /NM $75
Online Communication Suite
Explores creating appropriate social media posts in a business environment. Completing this suite provides tips on social media etiquette.
Courses ▪Effective Social Media Communication ▪Social Media Etiquette
M $55 /NM $75
Presentation Skills Suite
Explores delivering effective presentations in-person and virtually. Get tips and tactics for developing strong openings and closings, maintaining an audience's attention, and exuding confidence.
Courses ▪Crafting Your Message ▪Getting Started ▪Delivering Your Message ▪Presenting Virtually
M $95 / NM $130
Verbal Communication Suite
Explores tactics for creating memorable customer interactions, from initial greeting to conclusion, whether in-person or over the phone. Completing this suite provides best practices to create positive customer service experiences.
Explores keys to crafting effective written communications, helpful for delivering good customer service and for building workplace relationships. Completing this suite provides tips for writing clearly for different audiences.
Courses ▪Clarity in Writing ▪Writing for Your Audience
▪Effective Email Communication
M $55 /NM $75
Online Self-Paced | Management & Early Leadership Skills Employment Law
Reviews the legislation that protects employees from discriminatory and unfair practices and teaches management’s legal responsibilities and requirements when situations arise.
M $95 / NM $130
Leadership in Action Suite
Explores techniques and best practices for cultivating a collaborative team environment, from empowering individuals and positively managing change to creating a team-supported vision and achieving goals. Completing this suite provides strategies for using authentic leadership skills in day-to-day practices and developing those skills in others.
Includes real-life scenarios to illustrate how to manage diversity issues by explaining the skills needed and apply the five-step process for handling conflict resolutions. Provides strategies for successful managers to recruit diverse work teams, encourage diversity of thought, and welcome differing opinions. Describes potential solutions to discourage stereotyping and encourage diversity.
M $95 / NM $130
Management Essentials Suite
This suite explores best practices for successfully managing employees, from interviewing to managing performance. Completing this suite provides tips and tactics for coaching employees, developing a recognition program, and holding effective meetings.
Provides tools to help create a safe environment for employees. Explores the consequences of ignoring reports of inappropriate or unwelcome behavior that may be considered sexual harassment and workplace harassment, such as bullying, and includes tips on how to handle reports of sexual harassment.
M $95 / NM $130
ABA Training
Online Self-Paced | Workplace Essentials
Dealing Effectively with Co-Workers
Focuses on the behaviors of and interactions between coworkers and teaches methods to improve working relationships with difficult coworkers. This course introduces the characteristics of the four behavioral (base preference) groups and explains how they affect communication between coworkers. It describes how to create some common ground with difficult co-workers or clients.
M $95 / NM $130
Essentials of Workplace Conduct
Explores the four principles that guide appropriate actions to take in unfamiliar situations. Explains how appearance can have a significant impact on how others perceive you and addresses etiquette factors in the work environment and in offsite work situations.
M $95 / NM $130
Event Networking
Focuses on enhancing networking interactions in professional group settings and on a systematic approach to group events. Explores how to be familiar with the host and attendees of the event and its purpose to prepare questions, anticipate conversations, discuss commonalities, and ultimately establish relationships to grow your business.
M $95 / NM $130
Managing Time at Work
Explains how to create daily plans that focus on business priorities by using techniques to manage the work area, interruptions, telephone calls, and other daily activities that take valuable time away from the workday to be more productive.
M $95 / NM $130
Sexual and Workplace Harassment
Identifies conduct that could be considered unwelcome or inappropriate. Explains quid pro quo and hostile environment. Provides steps to follow for victims of sexual harassment and focuses on how actions may be perceived by others.
M $95 / NM $130
Management & Leadership
Conferences
The ONE Conference
March 13-14, 2025 – Bloomington, IL
Your ONE-stop shop for developing professional skills for your team's key bank functions. Each attendee creates their own custom learning experience with session choices unique to their role: Marketing, Financial Management, HR, Leadership, Lending, Retail, and Tech & Ops. More details coming soon!
Peer Groups
Small Bank CEO Peer Group
Tailored for Banks and Thrifts up to $150MM in Assets
February 12, July 23, October 8
Bloomington Country Club or Live Streamed
This forum provides chief executive officers with the means to constructively examine pressing issues, exchange ideas, and share solutions among colleagues in a comfortable and professional environment.
Tailored for Banks and Thrifts $150 to $750MM in Assets
February 26, July 23, October 22 – Live Streamed
Running a bank has never been more challenging, and you need all the insight, experience, and ideas you can get. In an age of information saturation when bankers can turn to any number of sources for problem-solving, the peer connections and in-depth discussions from these roundtables are powerful tools for Illinois’ top bank executives. This forum provides a facilitated, open medium where ideas, experience, insight, and views on many banking and business-related matters can be exchanged with your peers.
Facilitator Karl Nelson and Eric Nelson, KPN Consulting
Fee Per Person
Members Only $600 (Includes Three Sessions)
Substitutions Permissible
IBA Annual Conference
June 23-25, 2025 – Lake Geneva, WI
For 132 years, the IBA has gathered CEOs, senior executives, officers, and directors eager to reconnect and learn the latest trends at this annual event. Make plans now to attend! We’re currently working on the 2025 event. More details coming soon!
Women in Banking Conference
October 2-3, 2025 – Springfield
This conference, where women take the lead, encourages professional development and leadership in your bank, while also promoting the importance of fostering relationships and inspiring women to reach their career goals and aspirations.
Director Programs
Directors Education Series
A series of 30–minute training modules geared to the bank director have been developed in consultation with a highly respected group of banking industry experts. Your subscription to this series will assist you with the responsibility you have to educate those who serve on your board. Partial lists of topics that will be covered include:
Strategic Planning Minimizing Board Liability
Regulatory Environment
Board/Committee Composition
Compliance Management
BSA/AML Training
Insiders & Reg O
Exam Preparation Board Legal Duties
Board Meetings and Minutes
Understanding Bank Capital
Enterprise Risk Management
Credit Risk Management
Asset Liability Management
An annual subscription will provide you with a recorded 20–30-minute web–based training module each month. You will also be supported with discussion topics and handouts. Since the programs are recorded, you have the flexibility to show these programs at your board meeting or make the link available to your directors prior to the meeting.
ABA Bank Director Series
Much is expected today of bank boards, which provide both strategic direction and oversight of critical functions. This suite of 19 videos presents need-to-know fundamentals about bank board responsibilities, strategies, and best practices for diversifying the members and the importance of recruiting women to join. Additional topics from oversight of compliance management and controls; compliance with BSA/AML/OFAC, Reg O and fair lending regulations; and digital trends in cybersecurity, blockchain and payments are available.
Beyond the Welcome: New Director Onboarding
Board Oversight: Bank Governance Structure
Board Oversight: BSA/AML/OFAC
Board Oversight: Compliance Control Activities
Board Oversight: Compliance Management
Board Oversight: Credible Challenge
Board Oversight: Effective Compliance Management System
Board Oversight: Fair Lending
Board Oversight: Fostering Innovation
Board Oversight: Insiders and Regulation O
Board Oversight: Managing Reputation Risk
Board Oversight: Post Compliance Exam Activities
Board Oversight: Preparing for the Compliance Exam
Digital Trends: Blockchain
Digital Trends: Cybersecurity
Digital Trends: Payments
Diversifying the Board: Strategies and Best Practices
Encouraging Women to Accept the Ask
What Do Bank Boards Do?
Audience For members of a bank's board of directors.
M $895 / NM $1,195
ABA Training
Online Self-Paced
Employment Law
Reviews the legislation that protects employees from discriminatory and unfair practices and teaches management’s legal responsibilities and requirements when situations arise.
M $95 / NM $130
Leadership in Action Suite
This suite explores techniques and best practices for cultivating a collaborative team environment, from empowering individuals and positively managing change to creating a teamsupported vision and achieving goals. Completing this suite provides strategies for using authentic leadership skills in dayto-day practices and developing those skills in others. Concise, impactful lessons can be applied on the job immediately.
▪Building Collaborative Teams ▪Communicating Vision
M $195 / NM $275
Leveraging the Benefits of a Diverse Workforce
Includes real-life scenarios to illustrate how to manage diversity issues by explaining the skills needed and apply the five-step process for handling conflict resolutions. Provides strategies for successful managers to recruit diverse work teams, encourage diversity of thought, and welcome differing opinions. Describes potential solutions to discourage stereotyping and encourage diversity.
M $95 / NM $130
Management Essentials Suite
This suite explores best practices for successfully managing employees, from interviewing to managing performance. Completing this suite provides tips and tactics for coaching employees, developing a recognition program, and holding effective meetings.
The ONE Conference March 13-14, 2025 – Bloomington, IL
Your ONE-stop shop for developing professional skills for your team's key bank functions. Each attendee creates their own custom learning experience with session choices unique to their role: Marketing, Financial Management, HR, Leadership, Lending, Retail, and Tech & Ops.
Peer Group
Bank Marketing Peer Group TBA – Live Streamed
The Bank Marketing Peer Group, facilitated by Brett Jackson, CEO of Systemax, provides a platform and opportunity for bank marketing staff to exchange ideas freely, dissect problems, and discuss vital issues with peers. Participants can talk through industry trends and challenges and review a wide range of developments that affect bank marketing strategies, tactics, and results.
Fee Per Person (Includes Two Sessions) Members Only $400 Substitutions Permissible
ABA Training
Online Instructor-Led
Marketing in Banking
This four-week-long, entry-level course builds a solid foundation for grasping bank marketing functions. Dive into the core responsibilities of bank marketing, examine how marketing may be structured, know the regulations affecting bank marketing activities, and discover how to assess financial performance.
M $375 / NM $475 Start Dates – 5/26
Marketing Management
Establish a working knowledge of marketing management. Examine best practices for managing public relations and digital marketing campaigns, as well as ongoing brand management. Learn how to prioritize projects, assess performance, and balance resources. Explore ways to deliver strong return on investment (ROI).
M $375 / NM $475 Start Dates – 3/17, 10/20
Marketing Planning
This course develops skills for preparing a comprehensive strategic marketing plan that follows best practices. Learn how to assess customers and trade area opportunities. Discover ways to integrate this information into a situational analysisthen create an action plan and develop a budget.
M $375 / NM $475 Start Dates – 8/11
ABA Training
Online Self-Paced
Bank Marketing: Building Customer Relationships
Guides you through attracting customers and building strong relationships through marketing. Explore current methodologies. Craft a market-driven strategy for product development.
M $55 /NM $75
Marketing in a Digital World: Digital Campaigns
This series shows you what digital advertising is and why it's an important component of your bank's marketing strategy. You'll uncover the role of search engine optimization (SEO) in getting seen by customers and see why marketing on mobile devices deserves special consideration
Produced by Mindset Digital
M $299 / NM $399
Build Your Campaign
The majority of consumers go online before making a purchasing decision, and some only use their phones to buy everything from groceries to financial services. Learn how to reach the digital consumer by understanding what works and what doesn't in digital campaigns.
Campaign Goals: Craft Your Objective
Campaign Types: Explore Options
Targeting: Find Your Customers
M $129 /NM $179
Find Your Audience
Learn the variety of ways to reach customers and prospects, and how to combine digital ad options for maximum effect.
Search Ads: Get Found
Display Ads: Make an Impression Video: Capture Attention Apps: Engage Audiences
Text Campaigns: Think Mobile
M $129 /NM $179
Search Engine Optimization
Search engine optimization (SEO) is a critical way to make your bank more visible to people seeking what you have to offer. Learn the factors that affect search results and identify best practices that can help you and your bank right away.
Search Engines: Drive Traffic
On-Page: Maximize Your Site
Off-Page: Attract Visitors
Writing for SEO: Contribute to Success
M $129 /NM $179
Certificate
Foundational Certificate in Bank Marketing
Develop key skills essential to successful bank marketing. Discover best practices for developing a comprehensive strategic marketing plan, including setting objectives, implementing action plans, creating a budget, and evaluating ROI. Explore tactics to assess customers, markets, and opportunities. Learn how to better leverage social media to expand your reach and build your bank's brand. Gain insight into managing marketing activities from brand management to PR to digital marketing and learn the key regulatory guidelines for bank marketing.
Required Courses
Facilitated Online: Four weeks each in duration, you can select your start date and log in at your convenience. Estimated learning time is 3 hours per week.
Marketing in Banking
Marketing Planning
Marketing Management
Self-Paced Online
Marketing in a Digital World Search Engine Optimization
Build Your Campaign
Find Your Audience
The Power of Facebook
Leveraging LinkedIn
Strategic Twitter
Recognizing and Preventing UDAAP
M $1,095 / NM $1,595
Operations and Technology
Conferences
The ONE Conference
March 13-14, 2025 – Bloomington, IL
Your ONE-stop shop for developing professional skills for your team's key bank functions. Each attendee creates their own custom learning experience with session choices unique to their role: Marketing, Financial Management, HR, Leadership, Lending, Retail, and Tech & Ops.
BankTech Conference
October 23, 2025 – Oak Brook
Dive deep into the world of fintech innovation and learn more about the latest trends in bank technology that will elevate your bank's customer service, revenue growth, and operational efficiency.
Schools
GSB Digital Banking School
Virtual Learning – Begins March 3, 2025
This program is offered virtually over a series of half-day sessions throughout March to help community banks grow in the digital banking space, with a focus on innovation, digital product mix, customer engagement, technology, vendor partnerships, and more.
GSB Bank Technology Management School
April 7-11, 2025 – Madison, Wisconsin
Created especially for financial services IT professionals, this popular and respected program explores critical banking and technology issues. Gain an in-depth understanding of bank profitability, technology management, security, and more.
GSB Bank Cybersecurity School
October 13-17, 2025 – Madison, WI
This school will give you the practical insights to mitigate the risk of fraud. Includes an in-depth, interactive study of the latest IT security best practices, including information security law, IT security management, virtualization, infrastructure, network penetration testing, ethical web hacking, AI, and mobile defense.
Peer Groups
Cash Management/Treasury Peer Group
March 6, October 29 – Live Streamed
In an ever-evolving payments environment shaped by changes in technology, competition, policy, and customer behavior, this forum provides a venue to share knowledge and engage in dialogue.
Find solutions to your most pressing problems
Discuss with peers what works and what doesn’t
Hear from experts in the industry on products, services, regulatory changes, and best practices.
Facilitator Karl Nelson, Founder & CEO, KPN Consulting
Fee Per Person
Members & Nonmembers $398 (Includes Two Sessions)
Substitutions Permissible
Operations Peer Group
February 7, July 11, October 31 – Live Streamed
For a bank to run its operations effectively, reduce costs, and decrease transaction errors, its staff must be well-versed in the fundamental principles governing bank operations.
Potential Topics
Deposit and Balance Sheet Strategies
Customer service
Vendor management
Call center management
Debit card management
Deposit products
Business growth/development
Development and implementation of institutional goals
Special projects
Community development
Policy and procedural development/enhancements
Customer experience
Efficiency
Company culture
Cross-selling
Facilitator Scott Eaton, VP, Business Development, SRM
Fee Per Person
Members Only $200 Substitutions Permissible
Technology Peer Group
February 28, August 1, November 7 – Hybrid in Springfield
IT and operations officers are constantly challenged by the need to ensure they have up-to-date resources to stay on top of the ever-evolving regulatory, risk management, costconscious, and productivity-driven banking environment.
Facilitator Ben LeClaire, Plante Moran
Fee Per Person
Members Only $400 (Two Sessions) Substitutions Permissible
ACH – How Do I Return That?
March 5, 2025 – Live Streamed
Are you sometimes unsure of the right return reason code to use? Do dishonored returns and contested dishonored returns have you scratching your head? In this session, we will cover all of the return, dishonored return, and contested dishonored return codes, and when they should appropriately be used. Knowing your rights and responsibilities under the Rules will help you reduce the risk of potential loss for your institution. This session will focus on returns, dishonored returns, contested dishonored, and corrected dishonored returns.
Audience Ideal for ACH Operations staff, AAP and APRP Candidates, and Audit and Compliance staff
Continuing Education 1.8 AAP/APRP credits
Facilitator Kari Kronberg, PaymentsFirst
Fee Per Person
M $149 / NM $249
New Accounts in Illinois
April 15, 2025 – Springfield or Live Streamed
Opening a new deposit account constitutes entering into a contractual agreement. Both the new account representative and the customer must understand the bank's obligations along with the terms and conditions the customer is being asked to accept. The ability to clearly explain the terms, conditions, and benefits of the account significantly influences the customer's impression of your bank and its services. In addition, there are updated regulatory requirements for obtaining beneficial ownership information on covered business accounts.
Topics
Understanding Regulation CC holds and scenarios
Regulatory and Illinois documentation requirements for fiduciary accounts and business accounts
Beneficial ownership and business account documentation requirements, including updates to reporting requirements.
Handling personal transactions conducted through business or fiduciary accounts
IRS W8BEN requirements for foreign customers.
Regulation E error resolution guidance and scenarios
Illinois state escheatment laws
Understanding notary versus Medallion guarantees
Audience Tellers, head tellers, branch managers and administrators, new accounts representatives, compliance officers and staff, training staff, and others who manage or work in the front line.
Wipfli LLP Facilitators
Andy Slotter, Senior Consultant, and Jennifer Lafferty, Manager
Continuing Education
6 CPE Credits (IL Public Accounting)
ABA Professional Certification under review
Fee Per Person
M $265 / NM $445
Performing Your ACH Audit
July 9, 2025 - Live Streamed
All financial institutions must conduct an annual ACH audit. This session focuses on the Nacha Operating Rules audit requirements and guidelines that are specific to Receiving Depository Financial Institutions (RDFIs) as well as Originating Depository Financial Institutions (ODFIs). Topics include:
Posting & funds availability
Returns, Prenotes, NOCs
Dispute processing
Statement Reporting
Originator obligations
Exposure limits
Risk Management
Returns & NOCs
Data security
Examples of areas of non-compliance
Audience Ideal for ACH Operations, AAP Candidates, and Audit & Compliance staff.
Presenter Alaina Ackley, Director of Audit at PaymentsFirst
Continuing Education
ABA Professional Certifications (Pending)
6 AAP/APRP credits
CPE for Illinois Public Accountants 6 hours
Fee Per Person
M $265 / NM $445
Call Report Preparation
Wednesday, August 13, 2025 – Springfield or Live Streamed
This seminar focuses on equipping community banks with the fundamental knowledge necessary for completing an accurate and efficient Call Report. The presentation will guide call report preparers through the complicated instructions and provide clarity to common reporting challenges. Participants will gain a deeper understanding of how the balance sheet schedules support and affect risk-weighted assets and regulatory capital calculations. Insights into current and upcoming revisions, accounting changes, how to get the most out of available technology tools, strategies for sharing preparation responsibilities, training a knowledgeable backup, and reporting challenges from changing regulatory rules.
Agenda
General Information Related to Call Report
Review of Balance Sheet Schedules
Review of Regulatory Capital Schedules
Review of Other Schedules
Review of Income Statement Schedules
Other Call Report Topics
Facilitator Danielle Damon (CIA), Wipfli LLP
Fee Per Person
M $265 / NM $445
ACH Exception Handling
November 19, 2025 – Live Streamed
In an ideal world, all ACH entries would contain the correct information, and all entries would post automatically. As a receiving institution, we have no control over the types of Entries that are sent to us, and sometimes when we walk into the office, we find these Entries waiting for us to deal with them. Sometimes they even make us go, "Hmm…….what is the best way to handle this situation?" We will also touch on some exception scenarios for checks and debit cards, including altered and forged checks, untimely reports of errors, and when Regulation E comes into play. Spend an interactive day with us learning through an activity-based session, What is the best course of action?’ Come ready with your scenarios so we can all learn from real-life challenges, of course, masked to protect the innocent.
Audience Ideal for ACH Operations, Audit & Compliance staff, and AAP Candidates
Presenter Kari Kronberg, PaymentsFirst
Continuing Education
ABA Professional Certifications (Pending)
6 AAP/APRP credits
CPE for Illinois Public Accountants 6 hours
Fee Per Person
M $265 / NM $445
Retail Banking
Conferences
The ONE Conference
March 13-14, 2025 – Bloomington, IL
Your ONE-stop shop for developing professional skills for your team's key bank functions. Each attendee creates their own custom learning experience with session choices unique to their role: Marketing, Financial Management, HR, Leadership, Lending, Retail, and Tech & Ops.
Peer Groups
Cash Management/Treasury Peer Group
March 6, October 29 – Live Streamed
In an ever-evolving payments environment shaped by changes in technology, competition, policy, and customer behavior, this peer group provides a venue to share knowledge and engage in dialogue.
Fee Per Person
Members & Nonmembers $200 Substitutions Permissible
Education and Trainers Peer Group
February 27, June 12, October 23 – Live Streamed
This peer group provides an opportunity for bank trainers to exchange ideas freely, brainstorm challenges, and examine pressing issues in today's ever-evolving regulatory, costconscience, and results-driven environment.
Fee Per Person (Includes Three Sessions)
M $745 / NM $1,245 Substitutions Permissible
Senior Retail Banking Peer Group
February 6, July 24, November 12 – Live Streamed
This group provides a platform and an opportunity for retail banking officers to freely exchange ideas and examine pressing issues in today’s ever-evolving regulatory, costconscience, and result-driven environment. The agenda for each session is based on input from participants in the forum group and the facilitator. Also, as appropriate, experts will present specific pressing topics as requested by forum members.
Fee Per Person (Includes Three Sessions)
M $745 / NM $1,245 Substitutions Permissible
Series/Schools
Essentials of Banking Series
This six-part, interactive, live-streamed learning series is designed to provide a complete overview of banking principles and operations. View/Share Flyer
Audience New bank employees in all roles/departments and bank directors new to banking, management trainees, and bank veterans who are looking to broaden their banking knowledge.
Sessions
Money, Banking, and My Career – 7/17
Banking History, Regulators, and Risk Management – 8/14
Banking Products and Services – 9/18
How Banks Make Money and Risk Management – 10/16
Banking Compliance Overview – 11/6
WOW! Service and Growing the Bank – 12/11
Facilitators Christie Drexler, Owner, and Josh Collins, Drexler Consulting, LLC
Full Series Per Person
M $995 / NM $1,665
Retail Banking Leadership Series
April 29-30 and June 3-4 – Springfield or Live Streamed 9:00 a.m. - 4:00 p.m. CT
In today’s competitive environment, banks must continuously improve and adapt to meet the needs of a changing workforce, new generations of clients, and rapidly evolving technology. This four-part, interactive series is designed to provide a complete overview of management and leadership principles for retail banking managers serving in all roles of retail banking to meet the changing demands for retail banking leaders to develop and strengthen their aptitude for the retail banking environment.
Audience Retail Banking Managers at all levels of experience, as well as any banker who is being prepared for a future retail management role. Branch Managers, Customer Service Managers, Sales and Service Managers, Retail/Branch Operations Managers, Assistant Branch Managers, Head Tellers/Universal Bankers, Human Resource Managers, as well as Senior Retail Managers seeking new frameworks and tools for developing their teams.
Sessions
Essentials of Leading a High-Performing Team
Building, Engaging, and Developing the Team
Serving with Excellence and Growing the Bank
Raising the Bar for Sustainable Growth
Facilitator Josh Collins, Drexler Consulting, LLC
Full Series Per Person
M $995 / NM $1,665
Seminars
ACH – How Do I Return That?
March 5 – Live Streamed
Are you sometimes unsure of the right return reason code to use? Do dishonored returns and contested dishonored returns have you scratching your head? In this session, we will cover all of the return, dishonored return, and contested dishonored return codes, and when they should appropriately be used. Knowing your rights and responsibilities under the Rules will help you reduce the risk of potential loss for your institution. This session will focus on returns, dishonored returns, contested dishonored, and corrected dishonored returns.
Audience Ideal for ACH Operations staff, AAP and APRP Candidates, and Audit and Compliance staff
Continuing Education 1.8 AAP/APRP credits
Facilitator Kari Kronberg, PaymentsFirst
Fee Per Person
M $149 / NM $249
New Accounts in Illinois
April 15, 2025 – Springfield or Live Streamed
Opening a new deposit account constitutes entering into a contractual agreement. Both the new account representative and the customer must understand the bank's obligations along with the terms and conditions the customer is being asked to accept. The ability to clearly explain the terms, conditions, and benefits of the account significantly influences the customer's impression of your bank and its services. In addition, there are updated regulatory requirements for obtaining beneficial ownership information on covered business accounts.
Topics
Understanding Regulation CC holds and scenarios
Regulatory and Illinois documentation requirements for fiduciary accounts and business accounts
Beneficial ownership and business account documentation requirements, including updates to reporting requirements.
Handling personal transactions conducted through business or fiduciary accounts
IRS W8BEN requirements for foreign customers.
Regulation E error resolution guidance and scenarios
Illinois state escheatment laws
Understanding notary versus Medallion guarantees
Audience Tellers, head tellers, branch managers and administrators, new accounts representatives, compliance officers and staff, training staff, and others who manage or work in the front line.
Wipfli LLP Facilitators
Andy Slotter, Senior Consultant, and Jennifer Lafferty, Manager
Continuing Education
6 CPE Credits (IL Public Accounting)
ABA Professional Certification under review
Fee Per Person
M $265 / NM $445
IRA Essentials
April 22 – Springfield or Live Streamed
October 7 – Oak Brook
IRA Essentials, facilitated by Ascensus, gives attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to jobrelated situations. Attendees will leave this session to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed. Attendees should have access to a hand-heldcalculator.
Clients of Ascensus qualify for the IBA member rate.
M $265 / NM $445
Advanced IRAs
April 23 – Springfield or Live Streamed
October 8 – Oak Brook
Advanced IRAs, facilitated by Ascensus, build on the attendees’ basic IRA knowledge to address some of the more complex IRA issues their financial organizations may handle. This is an advanced session; previous IRA knowledge is assumed. The instructor uses real-world exercises to help participants apply information to job-related situations.
You should attend this seminar if you are an IRA administrator, personal banker, or member services personnel with a working knowledge of basic IRA operations and wishes to expand your expertise and provide enhanced customer service.
a financial professional who recognizes that IRAs play an integral role in retirement planning.
a compliance specialist with procedural oversight of IRA policies and practices; or support personnel responsible for promotional materials that describe the services provided by your financial organization.
Fee Per Person
Clients of Ascensus qualify for the IBA member rate.
M $265 / NM $445
Seminars
Performing Your ACH Audit
July 9, 2025 - Live Streamed
This session focuses on the Nacha Operating Rules audit requirements and guidelines that are specific to Receiving Depository Financial Institutions (RDFIs) as well as Originating Depository Financial Institutions (ODFIs). Topics include:
Posting & funds availability
Returns, Prenotes, NOCs
Dispute processing
Statement Reporting
Originator obligations
Exposure limits
Risk Management
Returns & NOCs
Data security
Examples of areas of non-compliance
Audience Ideal for ACH Operations, AAP Candidates, and Audit & Compliance staff.
Presenter Alaina Ackley, Director of Audit at PaymentsFirst
Continuing Education
ABA Professional Certifications (Pending)
6 AAP/APRP credits
CPE for Illinois Public Accountants 6 hours
Fee Per Person
M $265 / NM $445
Call Report Preparation
Wednesday, August 13, 2025 – Springfield or Live Streamed
This seminar focuses on equipping community banks with the fundamental knowledge necessary for completing an accurate and efficient Call Report. The presentation will guide call report preparers through the complicated instructions and provide clarity to common reporting challenges. Participants will gain a deeper understanding of how the balance sheet schedules support and affect risk-weighted assets and regulatory capital calculations. Insights into current and upcoming revisions, accounting changes, how to get the most out of available technology tools, strategies for sharing preparation responsibilities, training a knowledgeable backup, and reporting challenges from changing regulatory rules.
Agenda
General Information Related to Call Report
Review of Balance Sheet Schedules
Review of Regulatory Capital Schedules
Review of Other Schedules
Review of Income Statement Schedules
Other Call Report Topics
Facilitator Danielle Damon (CIA), Wipfli LLP
Fee Per Person
M $265 / NM $445
ACH Exception Handling
November 19, 2025 – Live Streamed
In an ideal world, all ACH entries would contain the correct information, and all entries would post automatically. As a receiving institution, we have no control over the types of Entries that are sent to us, and sometimes when we walk into the office, we find these Entries waiting for us to deal with them. Sometimes they even make us go, "Hmm…….what is the best way to handle this situation?" We will also touch on some exception scenarios for checks and debit cards, including altered and forged checks, untimely reports of errors, and when Regulation E comes into play. Spend an interactive day with us learning through an activity-based session, What is the best course of action?’ Come ready with your scenarios so we can all learn from real-life challenges, of course, masked to protect the innocent.
Audience Ideal for ACH Operations, Audit & Compliance staff, and AAP Candidates
Presenter Kari Kronberg, PaymentsFirst
Continuing Education
ABA Professional Certifications (Pending)
6 AAP/APRP credits
CPE for Illinois Public Accountants 6 hours
Fee Per Person
M $265 / NM $445
ABA Training
Online Instructor-Led
Banking Fundamentals
Includes three 4-week courses that combine the principles of the banking industry with real-world application. Ideal for emerging bankers, or bankers seeking to gain an understanding of the changing world of financial services. It is an online, paperless, series of courses that combines peer collaboration with instructor guidance.
Courses
The Banking Industry
Start Dates: 3/31, 7/7, 9/2
Bank Lines of Business
Start Dates: 3/3, 6/2, 10/6
Building Customer Relationships
Start Dates: 4/28, 7/28, 11/17
What You'll Learn
▪ The role of banks in the U.S. economy
▪ Meeting the changing needs of customers
▪ Bank products and services, including electronic banking
▪ Building customer relationships
▪ Major banking laws and regulations
M $255 / NM $345 per Course
General Accounting
Topics in analyzing source documents, recording business transactions in a journal, and posting entries in a ledger. How to prepare a trial balance, gather adjustment data, and complete a worksheet are covered, as well as how to prepare financial statements and post-closing entries.
M $585 / NM $715 NM Start Dates – 3/10, 11/3
Online Self-Paced | Onboarding
Banking Basics Suite
This suite is a comprehensive introduction to the banking industry. Ideal for those new to banking, completing this suite provides a deeper understanding of the changing world of financial services and the vital role that banks play in the economy. Concise, impactful lessons can be applied on the job immediately.
Courses
Bank Marketing: Building Customer Relationships
Bank Payment Systems and Technology
Bank Sales and Service: Expanding Customer Relationships
Banks as a Business
Banks and the Deposit Function
Banks and the Economy
Banks and Personal Wealth Management
Business and International Banking Services
Introduction to Banking
Lending as a Cornerstone of Banking
Safeguarding Bank Assets and the Nation
Safeguarding the Customer and the Bank
M $595 / NM $795 Full Suite Courses also available individually
Bank Payment Systems and Technology
Guides you through bank payment systems. Take a deep dive into the check payment process. Explore innovations enabled by electronic banking and the electronic funds transfer system.
M $55 / NM $75
Bank Sales and Service: Expanding Customer Relationships
Guides you through strategies for earning customer loyalty. Create and maintain strong bank customer and partner relationships. Meet customers' expectations by understanding their needs and decision processes. Be better prepared to offer value-add products and services.
M $55 / NM $75
Ethical Issues for Bankers
Master best practices for observing a bank's code of conduct and adhering to federal laws. Develop a sound ethical framework to handle commonly experienced ethical dilemmas. Learn how to make ethically appropriate decisions.
M $55 / NM $75
Teller Basics Suite
This suite teaches critical customer service and technical skills, from handling checks and cash to processing deposits and withdrawals, and more.
Courses
Cash Handling
Handling Checks
Processing Transactions
Providing Quality Customer Service
Robbery and Bank Security
The Changing Role of the Teller
M $150 / NM $200
Online Self-Paced | Communication
Communication Basics Suite
This suite explores the primary elements of effective communications, key to delivering good customer service. Provides tips for becoming an active listener, developing effective questioning, and understanding body language.
Courses ▪Becoming a Better Listener ▪Communicating Effectively ▪The Importance of Body Language
M $55 / NM $75
Online Communication Suite
This suite explores creating appropriate social media posts in a business environment. Completing this suite provides tips on social media etiquette.
Courses ▪Effective Social Media Communication ▪Social Media Etiquette
M $55 / NM $75
Presentation Skills Suite
This suite explores delivering effective presentations in-person and virtually. Get tips and tactics for developing strong openings and closings, maintaining an audience's attention, and exuding confidence.
Courses ▪Crafting Your Message ▪Delivering Your Message
▪Getting Started ▪Presenting Virtually
M $95 / NM $130
Verbal Communication Suite
This suite explores tactics for creating memorable customer interactions, from initial greeting to conclusion, whether inperson or over the phone. Completing this suite provides best practices to create positive customer service experiences.
Courses ▪Effective Conversation ▪Greetings and Introductions
▪Handling Customer Concerns
M $55 / NM $75
Written Communication Suite
This suite explores keys to crafting effective written communications, helpful for delivering good customer service and for building workplace relationships. Completing this suite provides tips for writing clearly for different audiences.
Courses ▪Clarity in Writing ▪Effective Email Communication
▪Writing for Your Audience
M $55 / NM $75
Online Self-Paced |
Consultive and Relationship Selling Skills
Coaching to Support the Sales Process Suite
This suite explores best practices for providing successful sales coaching. Completing this suite provides techniques for building your sales team's skills at every step in the Relationship Sales Process and supporting them to achieve sales goals and meet organizational objectives.
Courses ▪Preparing to Coach ▪Managing Sales Performance
▪Providing Ongoing Support
M $55 / NM $75
Essential Selling Skills Bundle
Completing this bundle provides best practices for each step in the sales process and building solid client relationships. Explore tactics to focus sales efforts, including the Sales Portfolio Process. See how to effectively plan calls, track contacts, anticipate potential objections, and make sales.
Courses ▪ Effective Referrals Suite ▪ Making the Client Call
Suite ▪ Overcoming Objections Suite ▪ Relationship Sales Suite
▪ Sales Planning Suite
M $195 / NM $275
Selling in a Social World
You need more effective and efficient strategies to extend your reach, find new prospects, stay top of mind, and drive new business. These expert-led, engaging online courses provide practical tips and tactics to take advantage of the many tools offered by LinkedIn, the largest professional social channel.
Courses ▪ Selling in a Social World: Extend Your Reach
▪ Selling in a Social World: Engage Your Audience
M $129 / NM $179
Online Self-Paced | Consumer Banking Essentials
Consumer Credit Basics
A short, self-paced online training course that guides you through the key attributes of consumer lending and industry terms.
M $55 / NM $75
Individual Retirement Accounts
Explores key concepts on basic IRA product features and benefits, contribution, and distribution requirements. Explains traditional, rollover, and Roth IRAs, including the new conversion rules, as well as Simplified Employee Pension Plans and SIMPLE Retirement Accounts. Presents information about IRA tax benefits and penalty calculations.
M $135 / NM $185
Personal Tax Return Analysis
Explains how to analyze tax returns to determine a projected income and explores income trends, recurring versus nonrecurring income, and how tax returns can be used as a sales tool.
M $245 / NM $345
Referring Insurance and Annuity Clients
Covers the effective referral model and explains how to refer clients who might benefit from various insurance and annuity products to a licensed representative, and your responsibilities as an unlicensed employee. Introduces the features and benefits of insurance and annuity products, including disability insurance, healthcare insurance, property and casualty insurance, and liability insurance.
M $95 / NM $130
Referring Investment Clients
Provides an overview of securities products commonly offered by banks and explains how to detect clues to identify the clients' recognized and unrecognized financial needs. Explores the effective referral model to help clients see the value in referral suggestions and in meeting with an investment specialist.
M $95 / NM $130
Referring Trust Clients
Examines the elements of trust and the primary reasons why clients want or need a trust. This course describes the benefits of trust accounts to identify needs and refer clients to a qualified trust expert by using the effective referral model.
M $95 / NM $130
Why Quality Customer Service Matters Suite
This suite delves into the skills critical to making clients feel valued. Completing this suite provides insight into improving customer service skills, especially during stressful situations, to help build client relationships. Concise, impactful lessons can be applied on the job immediately.
Courses ▪The Importance of Customer Service ▪Customer Service Basics ▪The Importance of Communication ▪Handling Stress ▪Handling Upset Clients
M $95 / NM $130
Online Self-Paced | Management & Early Leadership Skills
Employment
Law
Reviews the legislation that protects employees from discriminatory and unfair practices and teaches management’s legal responsibilities and requirements when situations arise.
M $95 / NM $130
Leadership in Action Suite
Explores techniques and best practices for cultivating a collaborative team environment, from empowering individuals and positively handling change to creating a team-supported vision and achieving goals. Completing this suite provides strategies for using authentic leadership skills in day-to-day practices and developing those skills in others. Concise, impactful lessons can be applied on the job immediately.
Courses ▪Authentic Leadership ▪Building Collaborative Teams
Includes real-life scenarios to illustrate how to manage diversity issues by explaining the skills needed and apply the five-step process for handling conflict resolutions. Provides strategies for successful managers to recruit diverse work teams, encourage diversity of thought, and welcome differing opinions. Describes potential solutions to discourage stereotyping and encourage diversity.
M $95 / NM $130
Online Self-Paced | Management & Early Leadership Skills
Management Essentials Suite
This suite explores best practices for successfully managing employees, from interviewing to managing performance. Completing this suite provides tips and tactics for coaching employees, developing a recognition program, and holding effective meetings.
Provides tools to help create a safe environment for employees. Explores the consequences of ignoring reports of inappropriate or unwelcome behavior that may be considered sexual harassment and workplace harassment, such as bullying, and includes tips on how to handle reports of sexual harassment.
M $95 / NM $130
Online Self-Paced | Small Business Banking Essentials
Fundamentals of Small Business Banking Suite
Explore the characteristics, expectations, and operational needs of small businesses. Explore the different legal structures and business types to better understand your small business clients. Discover the different steps in each type of operating cycle and the stages of a small business’ life cycle. Completing this suite helps develop the key skills needed to create and sustain successful small business relationships.
M $95 / NM $130
Introduction to Analyzing Financial Statements
Reviews terms and steps associated with analyzing financial statements. Explains how tax returns report income and expenses from another perspective. Examines the computation and meaning of four categories of financial ratios and how ratios are used to spot significant trends.
M $195 / NM $245
Payments System Emerging Products
Explore emerging products and revenue opportunities, such as mobile wallets and P2P payments. Investigate how mobile services affect consumers’ interaction with financial institutions. Discover how demographics, customer preferences and security concerns influence a bank's payments strategy.
M $195 / NM $225
Payments System Trends
Explore the current regulatory and technological trends affecting the payments business. Learn the key drivers of faster payments, as well as the payments-related efforts being led by the Federal Reserve, the National Automated Clearing House Association and The Clearing House.
M $195 / NM $255
Payments System Training Suite
Technology has transformed your bank's business and how you connect with customers. This new suite of courses covers demographics to CX, technology infrastructure, data analytics, plus how all of this plays a crucial role in developing an effective payments strategy.
M $295 / NM $395
Small Business Borrowing Suite
This suite explores the unique characteristics of the small business market that make it an attractive source of potential business for your bank. Develop an understanding of the overall relationship between the borrowing cause, loan purpose, and repayment source to better understand small business clients’ credit needs.
M $95 / NM $130
Online Self-Paced | Workplace Essentials
Dealing Effectively with Co-Workers
Focuses on the behaviors of and interactions between coworkers and teaches methods to improve working relationships with difficult co-workers. Introduces the characteristics of the four behavioral groups and explains how they affect communication between co-workers. It describes how to create some common ground with difficult co-workers or clients.
M $95 / NM $130
Essentials of Workplace Conduct
Explores the four principles that guide appropriate actions to take in unfamiliar situations. Explains how appearance can have a significant impact on how others perceive you, and addresses etiquette factors in the work environment and in offsite work situations.
M $95 / NM $130
Event Networking
Focuses on enhancing networking interactions in professional group settings and on a systematic approach to group events. Explores how to be familiar with the host and attendees of the event and its purpose to prepare questions, anticipate conversations, discuss commonalities, and establish relationships to grow your business.
M $95 / NM $130
Managing Time at Work
Explains how to create daily plans that focus on business priorities by using techniques to manage the work area, interruptions, telephone calls, and other daily activities that take valuable time away from the workday to be more productive.
M $95 / NM $130
Sexual and Workplace Harassment
Identifies conduct that could be considered unwelcome or inappropriate. Explains quid pro quo and hostile environment. Provides steps to follow for victims of sexual harassment and focuses on how actions may be perceived by others.
M $95 / NM $130
ABA Training
Certificates
Bank Teller Certificate
Develop essential bank teller skills. Master core competencies such as cash handling, check cashing, deposit and withdrawal processing, cash payments, and daily settlements of teller cash and proof transactions. Develop a broad understanding of bank products. Build interpersonal skills that are effective with both customers and co-workers. Master the principles of professional conduct. Learn how to cultivate relationships and provide value-added service.
Required Courses
Banking Basics Suite
Communication Basics Suite
Dealing Effectively with Co-Workers
Effective Referrals Suite
Essentials of Workplace Conduct
Ethical Issues for Bankers
Online Communications Suite
Teller Basics Suite
Verbal Communications Suite
Written Communication Suite
M $695 / NM $995
Branch Manager Certificate
Develop skills essential to successful management. Hone your knowledge of banking and banking operations. Develop expertise in deposit and loan products, as well as sales management and customer service. Build effective communication skills. Gain insight into effectively managing staff and creating a culture of excellence. Explore techniques to raise the bar for delivering quality customer service.
Required Courses
Banking Basics Suite
Coaching to Support the Sales Process Suite
Employment Law
Ethical Issues for Bankers
Fundamentals of Small Business Banking Suite
Leadership in Action Suite
Leveraging the Benefits of a Diverse Workforce
Making the Client Call Suite
Management Essentials Suite
Overcoming Objections Suite
Presentation Skills Suite
Relationship Sales Suite
Sales Planning Suite
Servicing and Growing Small Business Relationships
Verbal Communications Suite
Why Quality Customer Service Matters Suite
Written Communication Suite
M $1,295 / NM $1,595
Customer Service Representative Certificate
Develop the key skills essential to successful customer service and relationship-building. Gain a broad understanding of bank products to be able to better cross-sell products and services. Learn ways to cultivate relationships with customers and discover tactics for responding to customer needs. Become better able to successfully resolve customer problems and objections.
Required Courses
Banking Basics Suite
Communication Basics Suite
Dealing Effectively with Co-Workers
Effective Referrals Suite
Ethical Issues for Bankers
Online Communications Suite
Overcoming Objections Suite
Relationship Sales Suite
Understanding Bank Products
Verbal Communications Suite
Why Quality Customer Service Matters Suite
Written Communication Suite
M $795 / NM $995
Personal Banker Certificate
Develop essential skills for providing full-service banking. Build broad product knowledge and an understanding of the several types of retail deposit and loan products. Gain insight into how to offer the appropriate credit, deposit, and other banking services to meet customer needs and expectations.
Required Courses
Banking Basics Suite
Communication Basics Suite
Effective Referrals Suite
Ethical Issues for Bankers
Fundamentals of Small Business Banking Suite
Introduction to Analyzing Financial Statements
Making the Client Call Suite
Managing Time at Work
Online Communications Suite
Overcoming Objections Suite
Relationship Sales Suite
Sales Planning Suite
Understanding Bank Products
Verbal Communications Suite
Written Communication Suite
M $795 / NM $995
Supervisor/Team Leader Certificate
Develop skills critical for becoming a well-rounded leader –whether with or without direct reports. Build communication skills for a variety of situations: including collaboration, coaching, motivation, recognition, and corrective action. Gain insight into better managing employee relations and fostering open communication among staff members. Explore ways to interview, evaluate, and select employees while being mindful of legal considerations.
Required Courses
Banking Basics Suite
Building Collaborative Teams
Communication Basics Suite
Employment Law
Empowerment
Ethical Issues for Bankers
Leveraging the Benefits of a Diverse Workforce
Management Essentials Suite
Managing Change
Online Communications Suite
Presentation Skills Suite
Verbal Communications Suite
Why Quality Customer Service Matters Suite
Written Communication Suite
M $895 / NM $1,095
Universal Banker Certificate
Develop the key skills for catering to a new customer mindset. Explore multiple ways to fulfill customers’ sales, service, and referral needs as their single point-of-contact. Master cash handling and basic transactional skills. Perfect product and service sales skills. Discover ways to build relationships and create referrals to other lines of business.
Required Courses
Banking Basics Suite
Communication Basics Suite
Dealing Effectively with Co-workers
Effective Meetings
Ethical Issues for Bankers
Managing Change
Online Communications Suite
Overcoming Objections Suite
Presentation Skills Suite
Relationship Sales Suite
Verbal Communications Suite
Why Quality Customer Service Matters Suite
Written Communication Suite
M $795 / NM $99
Wealth Management
ABA Training
Online
Instructor-Led
IRA Online Institute
| Trust Fundamentals
This course is a comprehensive, 12-week, web-based IRA training program developed and supported by Ascensus’ experienced instructors. This innovative training program teaches you in-depth, essential IRA information. It is the only approved online training program that prepares you to take the Certified IRA Services Professional (CISP) exam. Extensive IRA reference materials, objective-based training methods, and practical applications of IRA rules create an effective learning environment. Students should expect to spend 15-20 hours a week completing the readings and assignments, depending on prior knowledge of IRAs.
Audience IRA Services Professionals with one to two years experience or those preparing for the CISP exam.
M $1,795 / NM $1,995 Start Dates – 2/17, 9/1
Online Self-Paced
CTFA Exam Online Prep
A comprehensive, convenient way to prepare for the CTFA designation. Participants use the Reference Guides to Wealth Management and Trust as their study tool and have access to an interactive online exam prep platform, including video and audio lessons, readings, flashcards, learning games, an integrated online discussion board, and practice exams.
Learning Objectives
Explain how fiduciary and trust activities are related to basic trust administration
Develop an understanding of federal estate and gift taxation, planning for gifts, and related tax-planning strategies
Describe basic investment management and the economic markets
Apply personal financial planning concepts as a tool to enhance client relationships
Audience Designed for those preparing for the Certified Trust and Fiduciary Advisor (CTFA) Exam. The CTFA is applicable to financial services professionals whose primary function and expertise focus on the provision of fiduciary services related to trusts, estates, guardianships, and individual asset management accounts.
Additional Online Self-Paced Courses
Audience Trust officers with at least three years of personal trust experience need a deeper understanding of technical trust concepts and how solutions work when applied to client needs. M $135 / NM $185 per course (unless otherwise noted)
Account Acceptance and Termination
Alternative Investment Products
Annuities
Applied Behavioral Finance
Applying Fiduciary Principles and Ethics
Asset Allocation and Diversification
Bond Selection and Analysis
Developing a Personalized Wealth Management Strategy
Developing and Delivering a Compelling Personal Value
Proposition
Discretionary Distributions
Duties and Powers of the Trustee
Economics & Markets
Education Planning for Minors
Effective Client Engagement Through "Wealth Personas"
Emotional Intelligence for Wealth Advisors
Engaging in Multigenerational Conversations with Clients
Engaging with Centers of Influence
Environmental Liabilities of Fiduciaries
Estate and Probate Administration
Estate Planning for the Business Owner
Estate Planning for the Marital Deduction
Estate Planning Fundamentals
Federal Estate Tax
Fiduciary Compliance
Fiduciary Ethics
Fiduciary Income Tax
Full Balance Sheet Advice
Fundamentals of Insurance $175/$225
Fundamentals of Life Insurance $175/$225
Generation-Skipping Transfer Tax
Gift Strategy and Taxation
Importance of Proper Titling of Assets and Regular Titling
Reviews
Individual Income Tax
Individual Retirement Accounts
Interacting with Financial Advisors - Internal and Third-Party
Broker-Dealers
Introduction to Fiduciary Risk Management and Compliance
Introduction to Integrated Planning and Advice
Introduction to Investment Management
Introduction to Trust Administration
Investment Policy
Investment Products
Investment Strategies for Inherited Wealth
Know Your Competition
Life Insurance Policies
Managing Fiduciary Risk and Litigation
Managing the Dynamic Nature of Client Financial Needs
Mastering the Art of Inquiry
Philanthropic Planning
Planning Considerations for Life Insurance
Planning for Retirement
Post-Mortem Tax Planning
Preparing the 706
Prudent Portfolio Management
Qualified Retirement Plans
Selling Value
Special Needs Trusts
Stock Selection and Analysis
Structure Analysis and Advice
Sustainable and Responsible Investing
The Role of a Private Banker $95/$135
Trust Fundamentals
Types of Trusts
Understanding and Explaining Investment Performance
Understanding Fiduciary Principles
Understanding Gender, Culture, and Generational Influences
in Managing Wealth
ABA Training
Certificates
Certificate in Asset Management
Learn how a client’s financial goals translate into their investment policy statements, inform investment decisions, what it means to be a prudent investor, and how financial and non-financial assets work together. Learn how to evaluate inheritors’ financial goals, legal structures, and assets to develop a holistic post-inheritance investment portfolio management strategy. Apply approaches to interpret and restate clients’ wealth strategies by drawing from their financial plan documents. Develop an understanding of the unique characteristics of non-financial assets and alternative investments to enable you to deliver holistic advice and service. Explore current trends in sustainable and responsible investing and the importance of proper titling of assets.
Required Courses
Introduction to Investment Management
Economics and Markets
Importance of Proper Titling of Assets and Regular Titling Reviews
Asset Allocation and Diversification
Investment Policy
Investment Products
Sustainable and Responsible Investing
Bond Selection and Analysis
Stock Selection and Analysis
Alternative Investment Products
Developing a Personalized Wealth Management Strategy
Investment Strategies for Inherited Wealth
Prudent Portfolio Management
A Deeper Dive into Non-Financial Assets
M $1,795 / NM $2,395
Certificate in Core Concepts and Ethics for Fiduciary Advisors
Designed to accelerate the onboarding of professionals moving into fiduciary-based advisory roles. Learn and apply essential fiduciary principles including wealth planning, investment management, and account administration with this set of courses designed to accelerate new advisors' readiness to work directly with wealth clients in a fiduciary capacity.
Required Courses
Applying Fiduciary Principles and Ethics
Fiduciary Ethics
Introduction to Fiduciary Risk Management and Compliance
Introduction to Integrated Planning and Advice
Introduction to Investment Management
Understanding Fiduciary Principles
Trust Fundamentals
M $895 / NM $1,095
Certificate in Fiduciary Principles and Ethics
A top priority for fiduciary professionals is holding their clients’ interests ahead of their own. Learn the ethical standards applied to fiduciary professionals integrity, the duty to avoid conflicts of interest, competency, fairness, and professionalism, and the responsibility not to engage in unauthorized practices. Gain a full understanding of fiduciary standards, rules, and regulations designed to provide beneficiaries with the highest level of care and consideration by financial professionals.
Required Courses
Understanding Fiduciary Principles
Fiduciary Ethics
Applying Fiduciary Principles and Ethics
M $395 / NM $495
Certificate in Fiduciary Relationship Management
Develop fiduciary skills that go beyond foundational technical knowledge to meet evolving client expectations and behaviors. Learn key skills that enable exceptional relationship management including the ability to identify clients’ generational, gender and cultural characteristics, emotions, and other factors to enable in-depth discovery conversations, meaningful dialogue, and consultative presentations. This certificate will position you as a skilled advisor to not only your current clients, but also to future generations.
Required Courses
Managing the Dynamic Nature of Client Financial Needs
Know Your Competition
Mastering the Art of Inquiry
Engaging in Multigenerational Conversations with Clients Developing and Delivering a Compelling Personal Value
Proposition
Effective Client Engagement Through “Wealth Personas”
Emotional Intelligence for Wealth Advisors
Understanding Generational, Gender and Cultural Characteristics in Managing Wealth
Engaging with Centers of Influence
Interacting with Financial Advisors/Brokers
Selling Value
M $1,295 / NM $1,795
Health Savings Account (HSA) Expert Certificate
A comprehensive overview of HSA requirements for financial institutions and benefits administrators. Designed to help HSA providers and their staff master key requirements, situations, and strategies to better serve HSA account holders, the certificate is the product of HSA Consulting Services and its president and founder, Roy Ramthun, and is distributed in cooperation with the ABA HSA Council. Registration also includes a digital copy of the HSA Owners' Manual.
Courses
Overview of Health Savings Accounts
HSA Eligibility
HSA Contributions
HSA Distributions
HSA Account Administration
HSA Benefits, Strategies, and Best Practices
How Much Do You Know About HSAs?
Individuals who complete the course and the timed 1-hour, 40question online exam earn a 3-year HSA Expert Certification from HSA Consulting Services.
M $795 / NM $1,095
Certificates
Certificate in Integrated Wealth Planning and Advice
Learn how personal finance, tax, insurance, retirement, and estate planning work together to help clients define and achieve their objectives during and beyond their lifetime. Learn the tax considerations and gifting strategies surrounding individual income tax, fiduciary income tax and federal estate tax. Gain foundational knowledge on the fundamentals of insurance and the features of life insurance policies and annuities. Explore planning considerations IRAs, how benefits are coordinated with the estate plan and the planning aspects of various retirement plans. Gain a better understanding of the marital deduction, charitable techniques to accomplish estate and financial planning objectives and tax implications of education plans and how trusts can be used for this purpose.
Required Courses
Introduction to Integrated Planning and Advice
Tax Planning
Individual Income Tax
Fiduciary Income Tax
Gift Strategy and Taxation
Generation-Skipping Transfer Tax
Federal Estate Tax
Insurance Planning
Fundamentals of Insurance
Life Insurance Policies
Annuities
Retirement Planning
Planning for Retirement
Qualified Retirement Plans
Individual Retirement Accounts
Estate Planning
Estate Planning Fundamentals
Estate Planning for the Marital Deduction
Philanthropic Planning
Education Planning for Minors
Estate Planning for the Business Owner
Advising Clients
Full Balance Sheet Advice
Structure Analysis and Advice
M $2,395 / NM $3,095
Private Banker Certificate
This certificate program prepares private bankers with knowledge about integrated wealth planning and advice, investment and asset management strategies, legal entity structures used to manage wealth (including trusts), and techniques for engaging with clients with high net worth.
Required Courses
Introduction
Planning & Advice
Investments
Trusts
Relationship Management
Qualitative Analysis and Determining a Credit Risk Rating
Suite
M $3,495 / NM $4,595
Certificate in Trust Administration
Explore the requirements to create a trust, common types of personal trusts, account acceptance and termination considerations, and other factors to consider in making discretionary distributions. Learn about the scope of a trustee’s duty of authority, typical trust guidance and common discretionary standards to make sound discretionary decisions. Discover preliminary matters relating to guardian administration, including responsibilities in estate asset inventory and asset management, closing a guardianship/conservatorship and how a special needs trust can protect current or anticipated family funds without jeopardizing government benefits.
Required Courses
Trust Fundamentals
Introduction to Trust Administration
Duties and Powers of the Trustee
Types of Trusts
Discretionary Distributions
Account Acceptance and Termination
Estate and Probate Administration
Special Needs Trusts
M $895 / NM $1,195
Resources
Wealth Advisory and Personal Trust Series
A desktop reference for wealth advisors and a resource for employees who want to sharpen their skills in preparation for the Certified Trust and Financial Advisor (CTFA) examination.
The Fiduciary and Trust Activities Workbook
Trust and Probate Law and Custom; Investment Responsibilities of a Trustee; Environmental Law and Ethics
The Financial Planning Workbook
Personal Finance/Insurance products; Retirement & Estate Planning; Ethics
The Investments Management Workbook
Economics and markets, Equity and debt markets and portfolio management; Alternative Investments and Investment policy; Performance measurement and evaluation; Ethics and legal considerations
The Tax Law and Tax Planning Workbook
Income taxation of individuals, fiduciaries, and charitable entities; Federal estate, gift, and generation-skipping taxes; Planning for gifts, credit shelters, marital and non-marital taxes; Post-mortem planning; Planning for retirement benefits; Ethical considerations for individuals and entities serving as fiduciaries.
M $165 / NM $225 Each M $575 / NM $775 Full Series
Resources and Publications
IBA Annual Bank Directory
Features profiles of every state and nationally chartered bank in Illinois, including address, phone, and fax numbers, holding company affiliation, lead bank indication, balance sheet data, MICR numbers, wire numbers, key bank officers, bank directors, correspondent banks, and branch office location information. The new edition isavailable every January M $85 / NM $125
Illinois Bank Compensation & Benefits Survey
The survey results include annual compensation and noncash compensation and other benefits such as sick leave, vacation time, bonus information, directors' compensation, and benefits. The results will be available by the beginning of June. Nonparticipants - $499
Illinois Banker Magazine
Offers the latest in association, industry, regulatory, and association news in a format that best accommodates busy schedules. Features include economic outlooks, the latest technology trends, and articles for senior executives and bank directors. $90 Annual Subscription
Illinois Guide to Bank Record Retention
IBA has relied on the association-produced record retention guide to not only stay in compliance with state and federal retention requirements but to also save money by not keeping records longer than necessary. It provides a federal and Illinois schedule of records and suggested policies and procedures to help guide you.
M $249 / NM $399
Legal Holiday Closing Signs (English/Spanish)
Make sure customers are aware of the bank's observed holidays. Each static cling sign is bright, easy to read, professional-looking, and easily adheres to glass. Includes ten signs for the legal holiday schedule for banks in Illinois.
M $25.95 / NM $35.95 per set
ABA Textbooks support the ABA curriculum and cover a wide variety of subjects in banking and financial services.
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OtherUpcomingEvents
Connect with your banking peers, industry partners, and IBA staff for an action-packed day of 18 holes of golf. Bring your colleagues, directors, and guests. We kick off with a legislative report as well as a brief IBA update. The fun begins with an afternoon of golf followed by a cocktail reception for prizes, networking, and more fun!
– September 22, 2025
Chicago Area Chapter Holiday Breakfast
December 4, 2025 – The Westin Chicago
Lombard
This annual event is held exclusively for Illinois bankers to learn the latest in industry trends. It begins with a delicious breakfast followed by a brief business meeting and legislative update. The finale of the event is a keynote speaker who addresses a pressing topic relative to the bankingindustry.
