Essentials of Banking Series
Join fellow community bankers from around the United States as we grow our knowledge of the banking industry. Essentials of Banking is a six-part, interactive, virtual learning series designed to provide a complete overview of banking principles and operations. Each session is 3 hours in length. CBA will be offering two sets of options for 2025. Option 1 will be offered from January - June. Option 2 will be offered from July - December.
Not sure if you should attend? We encourage 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 to attend this informative series.
Benefits of the Series:
- Establish a strong foundational knowledge of banking in the United States
- Expand banking skills and knowledge in a focused learning environment
- Interact and network with other bankers in a virtual environment
- Understand the variety of banking career opportunities
- Improve cross functional contributions and performance
- Prepare for Graduate Schools of Banking
- Know how your bank makes money
- Interpret your bank’s financial statements
- Define commonly used banking terminology
- Develop a mindset of service to all stakeholders
- Contribute to your bank’s growth and profitability
*Attendees are not required to complete all 6 parts. Each session may be purchased a la carte within each option time period.
For more information on this series, please contact Becky Soto at becky@cbaofga.com.
Understanding Profitability, Liquidity, Cash Flow
Breaking Down a Bank’s Annual Report Risk Management and Safety and Soundness
Bank Performance Metrics
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The Purpose of Laws, Regulations, and Your Compliance
Banking and its Regulation
The Banker’s Responsibility in Preventing and Reporting Crime
Security Regulations
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Stakeholder Service Excellence
Growing the Bank
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Session 4 / Money, Banking and My Career - April 22, 2026Evolution of Money and Banking
Types of Banks and Bank Organizational Structures Roles and Responsibilities of the Board of Directors Discovering Your Role as An Essential Service Provider
Your Successful Career in Banking
Key Banking Divisions and Departments
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Session 5 / Banking History, Regulators, and Risk Management - May 20, 2026 History of Banking in the United States
Uniqueness of U.S. Banking System
Roles and Responsibilities of Other Banking Regulators
Current Banking Related Hot Topics |
Session 6 / Banking Products and Services - June 17, 2026 Assessing Bank Stakeholder Needs Defining the Customers of a Bank and Meeting their Needs Deposit Products and Services
Loan Products and Services
Electronic Banking
Trust, Investments, and Insurance
Corporate/Investment Banking Products and Services |
Attendees are required to:
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- Have Zoom virtual meeting access
- Interact with facilitator and other participants in a live, virtual environment
- Actively participate in all activities and exercises
- Complete assignments
- Have full, working computer microphone and speakers or phone access
- Participate in chat discussions
For the best training experience and learning results, attendees are highly encouraged to have their video cameras on during training.
Traditional schedule for each session:
1:30 pm - 2:00 pm - Log-Ins Begin
2:00 pm - 5:00 pm - Program
*Breaks will be called.
To receive a full overview of banking, it is recommended that participants attend all six sessions of the series, beginning with Session I. However, one session is not a prerequisite for another. Each session may be attended as a stand-alone class.
Essentials of Banking Series Speakers
Essentials of Banking Series
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Independent Community Bankers of America
1100 New York Avenue Northwest Suite 500
Washington, DC 20005-3964 (202)659-8111Sponsor -
ICBA Securities
8700 Trail Lake Drive West Suite 140
Memphis, TN 38125 (901)762-5510Sponsor -
Stokes Carmichael & Ernst LLP
1000 Parkwood Cir SE, Suite 300
Atlanta, GA 30339-2124
United States (404)352-1465Sponsor -
