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2023 Essentials of Banking: Part 3

2023 Essentials of Banking: Part 3

Live Stream / Virtual

Wednesday, May 24, 2023
10:00 AM - 4:30 PM (EDT)

Live Stream / Virtual

Event Details

This series is designed to provide a complete knowledge of banking principles and operations through a four-part series separated into two sessions.
Session 3: Credit and the Banking Business
  • Key Credit Products and Services
  • Lending Process
    • From Application to Decision
    • Loan Administration
    • Loan Review and Asset Recovery
    • Loan Policy
  • Key Performance Metric for Banks
  • Banking Business
    • Source of Income for Bank
    • Investment Function
    • Types of Investments
    • Maximizing Asset Return
    • Asset and Liability Management
  • Financial Statement
    •  Balance Sheet
    • Income Statement
    • Understanding Performance Ratios
    • Analyzing Asset and Liability Mix
  • The Annual Report
  • Bank Performance Reporting
    • Uniform Bank Performance Report
  • The CAMELS Rating System
Benefits of the Series:
  • Establish a stronger 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 understanding the variety of banking opportunities
  • Improve cross functional contributions and performance as bankers
  • Prepare for Graduate Schools of Banking
  • Receive CPE credits and Certificate of Completion are available to participants
  • Much, much more!

Note: While it is recommended that participants attend all four sessions of the series to receive an entire overview of banking, each session’s material stands alone; one session is not a prerequisite for another. if you want your team members to learn about the curriculum presented in a particular session, the program provides a thorough education and may be attended as a stand-alone class.

For More Information:

Becky Soto
Becky Soto
Assistant Vice President Community Bankers Association of Georgia (770)541-4490
Who Should Attend: A must for the newer bank employee, Veterans needing a refresher, and Any and all bank staff with up to five years’ experience and/or veteran employees who are looking for a deeper understanding and knowledge of banking.

Certification of The Essentials of Banking Series
Attendees are required to:
• Attend all four sessions in a calendar year
• Actively participate in all activities and exercise
• Successfully complete all assignments
• Receive a passing score on the final examination
Series registrants cannot carry over funds to the next year’s four-seminar sequence. If you cannot attend one of the sessions, another individual from the bank may be sent as a replacement or that session’s manual will be sent, and funds will be forfeited.