aba events calendar 2013 - 2014

2014PROFESSIONAL DEVELOPMENT

PLANNING CALENDAR

PDG-CVR-2013-14-mech-3.indd 1 7/9/13 4:50 PM


PLANNING CALENDAR


ACROSS YOUR BANK HOW TO USE THIS GUIDE.

This calendar contains all of our conferences and school offerings from September 2013 through December 2014. It is divided into six sections:

1. Public Policy & Grass Roots

2. Lending

3. Risk Management & Compliance

4. Retail & Business Banking

5. Executive Development

6. Wealth Management & Trust

Many of our events now include a mobile app to reduce the need to carry paper and enhance the on-site experience.

Sidebars throughout titled “Other Ways to Learn” detail our other training options: webcasts, telephone brie� ngs, online learning and in-bank team training. In addition, a key lets you know the appropriate level for our in-residence schools, as well as indicates which programs provide continuing education units. You may also call 1-800-BANKERS, or go to www.aba.com for more information about any of these programs.

Register for all your professional development needs at www.aba.com.

September 2013 October 2013 November 2013 December 2013

ABIA Annual Conference (16-18)

ABA Marketing Conference (22-24)

ABA National Trust School (22-27)

ABA Graduate Trust School (22-27)

ABA National Compliance School (19-25)

ABA Directors’ Forum (20)

ABA Annual Convention (20-22)

ABA Graduate School of Compliance Risk Management (20-25)

ABA National Agricultural Bankers Conference (10-13)

ABA/ABA Money Laundering Enforcement Conference (17-19)

January 2014 February 2014 March 2014 April 2014

ABA Insurance Risk Management Forum (2-5)

ABA National Conference for Community Bankers (16-19)

Seminar for Presidents (23-26)

ABA Wealth Management & Trust Conference (26-28)

ABA Intermediate Compliance School (21-23)


ABA Mutual Community Bank Conference (23-24)

ABA Government Relations Summit (24-26)

ABA Women’s Leadership Forum (26)

ABA Financial Statement Analysis for Lenders (28-29)

ABA National & Graduate Commercial Lending School (29-April 4)

ABA Real Estate Lending Conference (6-8)

ABA Risk Management Forum (9-11)

May 2014 June 2014 July 2014 August 2014

ABA Stonier Graduate School of Banking (5-12)

ABA Regulatory Compliance Conference (8-11)

ABA CFO Exchange (9-11)

ABA School of Bank Marketing and Management (18-25)










Dates and rates are subject to change.


ABA Mutual Community Bank ConferenceMarch 23–24, 2014Omni Shoreham, Washington, DC

(Open to Bankers, Bank Directors, Trustees and State Association Executives only)

This event is an opportunity to bring the concerns of mutual institutions to Washington. Participants will meet with regulators and congressional representa-tives and weigh in on issues that will affect the future of �nancial institutions and their communities. Topics will include prospects for the mutual industry, regulatory perspectives, mergers and acquisitions, appraisal and accounting issues in mutual combinations, regulatory restructuring and marketing in dif�cult times.

aba.com/Mutual

Free to attend.

ABA Government Relations SummitMarch 24–26, 2014Omni Shoreham, Washington, DC

(Open to Bankers, Bank Directors, Trustees and State Association Executives only)

The ABA Government Relations Summit is your opportunity to educate lawmakers and regulators about the vital role banks play in the economy. Institutions of all sizes and charters from around the country come together to advocate for the issues involving banking and seek positive changes for the industry.

aba.com/Summit

Free to attend.

Public Policy & Grassroots

2014 Planning Calendar | 1

KEY TO SYMBOLS

<5 Years’ Experience

5-10 Years’ Experience

10+ Years’ Experience

Continuing Education Units Available

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+10

ABA Real Estate Lending ConferenceApril 6–8, 2014Charleston Marriot, Charleston, SC

The only residential and commercial lending event designated speci�cally for bankers, this is the industry’s most informative conference. Attendees will learn the new rules of lending and how to stay in compliance; discover how to take advantage of new and revised lending programs and systems; and return with new tools and solutions for managing risk and growing market share.

aba.com/REL

Member/Service Member . . . . . . . . . . . $1,290Non-Member . . . . . . . . . . . . . . . . . . $1,690

ABA Financial Statement Analysis For LendersMarch 28–29, 2014 Southern Methodist University, Dallas, TX

This review session is for participants who need a refresher course on the basics of commercial lending or have not had complete credit training in the past. Reviews the basics of the balance sheet and operating statements, auditors reports, ratio analysis, cash �ow, statements, working capital, commercial collateral, and more.

aba.com/CLS

Member/Service Member. . . . . . . . . . . . . $795Non-Member . . . . . . . . . . . . . . . . . . . $895

ABA National Commercial Lending SchoolMarch 29–April 4, 2014Southern Methodist University, Dallas, TX

Heightened competition from new players, economic turmoil, ever-changing regulations and rising risks all threaten your commercial lending business. This highly interactive school offers your staff solutions to everyday challenges, from cash �ow and underwriting to minimizing the cost of problem loans.

aba.com/CLS

Member/Service Member/Government . . . . $2,395Non-Member . . . . . . . . . . . . . . . . . . $3,395

ABA Graduate Commercial Lending SchoolMarch 29–April 4, 2014Southern Methodist University, Dallas, TX

Gives commercial lending leaders the advanced skills in portfolio management with topics such as banking and the economy, loan pricing, credit risk management, comprehensive case studies, and much more.

aba.com/CLS

Member/Service Member/Government . . . . $2,395Non-Member . . . . . . . . . . . . . . . . . . $3,395

ABA National Agricultural Bankers ConferenceNovember 10–13, 2013Hyatt Regency Minneapolis, Minneapolis, MN

Join the largest gathering of agricultural banking spe-cialists on the planet this November in Minneapolis. The current prosperity, prospects for the future, and how you can win in this environment will be the focus. If you’re in agricultural credit, you’ll be there.

aba.com/AgConference

Member . . . . . . . . . . $950 / Early Bird - $875Non-Member . . . . . . . . . . . . . . . . . . $1,425


Lending

Other Ways to LearnABA eLearning — our self-paced online trainingIf your training requires consistency, ef�ciency and economy across a geographically distributed staff, ABA eLearning provides high quality content that improves the performance of your employees and your institution. Twenty-seven (27) new courses cover traditional C&L Lending, Commercial Real Estate and Residential Lending:

• Highly interactive and engaging

• Assessments that validate learning

• Available 24/7/365. Visit www.aba.com/training for a complete course list or contact us at [email protected] for more information.



ABA National Compliance SchoolOctober 19–25, 2013Emory Conference Center and Hotel, Atlanta, GA

March 21–27, 2014Doubletree Hilton Mission Valley, San Diego, CA

October 18–24, 2014Emory Conference Center and Hotel, Atlanta, GA

Gives compliance professionals an essential technical understanding of major compliance issues and regula-tions, and lays the groundwork for them to develop and maintain an effective compliance program.

aba.com/CS

Deposit or Lending ModuleMember/Service Member/Government/ICB . . $2,495Non-Member . . . . . . . . . . . . . . . . . . $3,295

Both Modules Member . . . . . . . . . . . . . . . . . . . . $3,395Non-Member . . . . . . . . . . . . . . . . . . $4,395

ABA Intermediate Compliance School - Applying Compliance SolutionsMarch 21–23, 2014Doubletree Hilton Mission Valley, San Diego, CA

Provides practical application experience beyond techni-cal knowledge and foundational information. This school was developed in response to past attendees’ requests for advice on applying regulatory content.

aba.com/ICS

Member/Service Member/Government/ICB . . $2,395Non-Member . . . . . . . . . . . . . . . . . . $3,195

ABA Graduate School of Compliance Risk ManagementOctober 20–25, 2013 Emory Conference Center and Hotel, Atlanta, GA

October 19–24, 2014 Emory Conference Center and Hotel, Atlanta, GA

This school is designed for experienced compliance of�cers and focuses on managing an effective compli-ance program. Students learn to manage change in an environment of rapid growth, to ensure effectiveness and integrity in audits and internal reviews and to negotiate and in�uence decision-making.

aba.com/GSCM


ABA/ABA Money Laundering Enforcement Conferencefor AML and Fraud Professionals

November 17–19, 2013 Washington Marriott Wardman Park Hotel, Washington D.C.

November 9–11, 2014 Gaylord National Resort and Convention Center, National Harbor, MD

Co-sponsored with the American Bar Association this is the year’s must- attend event for those at the forefront of safeguarding their institutions against money laundering risks. Bringing together senior of�cials from regulatory agencies, experts from banks, and the legal community, this conference addresses the latest strategies and tactics.

aba.com/MLE


Risk Management & Compliance

ABA Insurance Risk Management Annual ForumFebruary 2–5, 2014Hilton La Jolla Torrey Pines, San Diego, CA

Insurance risk managers return to this event for up-to-the-minute reports on shifting regulatory requirements and the tools to tackle challenges posed by both increased government scrutiny and institutional demands. Attendees will learn how to mitigate exposure, discover and evaluate new insurance products and services, and identify new emerging risks. Helps insurance risk specialists bene�t from the experiences of their peers to shape the industry’s future. Provides opportunities to meet with your institutions’ brokers and underwriters, saving you time and money.

aba.com/IRM

Member/Service Member . . . . . . . . . . . $1,290Non-Member . . . . . . . . . . . . . . . . . . $1,690

ABA Risk Management Forum April 9–11, 2014Walt Disney World Swan, Orlando, FL

This Forum is designed to provide attendees with the strategies, best practices and tools to build a stronger risk management program at their institutions. The program covers a wide range of current and emerging risks, including operational risk, enterprise risk, cyber risk, regulatory risk and physical security. Attendees will hear from leading risk management experts, connect with their peers and bring back practical ideas for implementation.

aba.com/RiskMgmt


ABA Regulatory Compliance ConferenceJune 8–11, 2014Hyatt New Orleans, New Orleans, LA

Bank compliance of�cers, auditors, counsel and other who play a critical role in their institution’s overall compliance program can bene�t from this nationally recognized one-stop-shop resource for the latest compliance resources, strategies and tools. Our comprehensive conference agenda provides the latest regulatory guidance and best practices, designed and delivered by the nation’s leading experts, and the unique opportunity to access senior regulatory of�cials directly.

aba.com/RCC

Member/Service Member/Government/ICB . . $1,290 Non-Member . . . . . . . . . . . . . . . . . . $1,690

Other Ways to LearnYour bank now faces unprecedented scrutiny from regulators and examiners—all with a more critical eye towards compliance training within the bank.

ABA online lending compliance courses and the ABA Certi�cate in Lending ComplianceA cost-effective solution to build your lending compliance skills. Flexible access via computer, laptop, and most tablets.

Visit aba.com/OCCP for a list of courses.

Free Frontline Compliance TrainingAs an ABA member bank, your frontline employees have unlimited access to high-quality online regulatory compliance training for free. Take advantage of this unique member bene�t.

Visit aba.com/Frontline


Dates and rates are subject to change.Dates and rates are subject to change.

Other Ways to LearnAIB certi�cates and diplomasAIB offers 8 skill-building certi�cates and 11 career-building diplomas covering the core competencies needed for positions from Teller to Small Business Banker. And all the courses needed are available in one of our two online formats—self-paced or instructor-led.

Any of the AIB certi�cates can be launched from ABA’s Learning Management System (LMS) or loaded onto your bank’s LMS for easy access and management of your employees’ training. This curriculum provides managers with an affordable baseline training program that can be enhanced with your bank’s products, policies and procedures.

Visit www.aba.com/Training for a list of diplomas and certi�cates or contact us at [email protected] for more information.

Retail & Business Banking

ABA Marketing ConferenceSeptember 22–24, 2013Grand Hyatt San Antonio, San Antonio, TX

September 7–9, 2014Walt Disney World Dolphin, Orlando, FL

Bank marketers receive practical, proven ways to increase deposits, create new revenue streams, and increase customer con�dence and satisfaction. This conference provides insightful case studies, inspiring ideas, and breakthrough thinking—all designed for immediate implementation. Attendees leave with the latest marketing trends and their impact on the bank business model, practical tools, solutions and strategies to address pro�tability challenges; and much more.

aba.com/MKTG

Member/Service Member/ICB Marketing Network . . . . . . . . . . . . . . . $1,290 Non-Member . . . . . . . . . . . . . . . . . . $1,690

ABA School of Bank Marketing and ManagementJune 18–25, 2014Emory Conference Center and Hotel, Atlanta, GA

Intelligent marketing and solid marketing planning skills affect all aspects of banking, including pro�t-ability. At this school, the only one of its kind, bankers learn techniques and strategies to enhance marketing efforts, develop strategies to promote new products, and receive a solid foundation in marketing principles and management practices.

aba.com/SBMM

Member/Marketing Network /Service Member $2,945Non-Member . . . . . . . . . . . . . . . . . . $3,945

ABIA Annual ConferenceSeptember 15–18, 2013Sawgrass Marriott, Ponte Vedra, FL

More than any other national group, the American Bankers Insurance Association, an af�liate of the ABA, under-stands the importance of staying on top of issues and developments that impact the bank-insurance industry. The conference will feature bankers from bank-owned agencies and bank insurance programs sharing solutions and ideas with peers—exploring innovative ways to serve their customers, ensure quality and compliance, and grow their businesses.

aba.com/ABIAAnnual

ABIA Member . . . . . . . . . . . . . . . . . $1,095ABIA Non-Member . . . . . . . . . . . . . . . $1,895


Executive Development

ABA National Conference for Community BankersFebruary 16–19, 2014JW Marriot Desert Ridge, Phoenix, AZ

Community bank CEOs gain insights into industry trends, and discover answers to the many challenges facing banks today. Our banker-designed program provides information and advice on the latest industry developments, legislative and regulatory actions, and products and services available to community bankers. Participants enjoy informative sessions tailored to com-munity banks on business, the economy and the banking industry, including: management strategies; technology; new regulations; mobile banking; social media and more. Plus, there’s plenty of networking opportunities and an exhibit hall �lled with the latest products and services to improve your bottom line.

aba.com/Community

Member . . . . . . . . . . . . . . . . . . . . $1,195Non-Member . . . . . . . . . . . . . . . . . . $2,495

ABA Women’s Leadership ForumMarch 26, 2014Omni Shoreham, Washington DC

(Open to Bankers only)

The ABA Women’s Leadership Forum offers women attendees the opportunity to network with fellow CEO and senior-level peers and learn how to leverage your involvement to bene�t your institution and yourself. Held at the conclusion of the ABA Government Relations Summit, this meeting is a great opportunity to network, share challenges and exchange ideas with your peers.

aba.com/WLForum

Free to attend.

ABA Seminar for PresidentsFebruary 23–26, 2014Waldorf Astoria, Naples, FL

An interactive retreat designed exclusively to meet the needs of today’s bank executive. Participants will design strategies for success, re-charge their energy, and tap into the creativity of peers and leading industry advi-sors. This is the only program of its kind—designed for and restricted to top executives—providing a strategic viewpoint for the CEO with interactive, intimate discussion and multi-directional learning that goes beyond lectures to dialogue, case studies, and exercises.

aba.com/SFP

Member . . . . . . . . . . . . . . . . . . . . $1,995

ABA CFO ExchangeJune 9–11, 2014The Ritz Carlton, New Orleans, LA

The constant change in the community bank CFO’s en-vironment—regulatory, legislative and accounting—is creating very real challenges and burdens. Here, bank CFO’s can address the macro trends impacting �nancial services, from investments to regulations. Attendees return with valuable management tools, insight into current and future risks, and advanced accounting knowledge.

aba.com/CFO

Member Registration and PreConference Workshop . . . . . . . . . . . $1,095Member Registration (Conference only) . . . . . $849Non-Member Registration and PreConference Workshop. . . . . . . . . . . . $2,095Non-Member Registration (Conference only) . $1,595



ABA Stonier Graduate School of Banking June 5–12, 2014University of Pennsylvania, Philadelphia, PA

As the preeminent graduate school of banking, Stonier has

established a reputation for innovation and leadership. Stonier has partnered with the Wharton School to deliver outstanding leadership courses that are seamlessly integrated with the rest of the Stonier program. With a high-impact curriculum, the school is well positioned to help attendees attain the knowledge and capabilities needed for success.

abastonier.com

Member. . . . . . . . . . . . . . . . . . . . . $3,495Non-Member . . . . . . . . . . . . . . . . . . $4,495

ABA Directors’ ForumOctober 20, 2013Hyatt Regency New Orleans, New Orleans, LA

October 19, 2014Hyatt Regency Dallas, Dallas, TX

This all-day program covers issues of vital importance to your board. The program focuses on oversight respon-sibilities, succession planning, �nancial due diligence, committee roles and best practices in management. The event is designed for community bank chairmen, directors—both inside and outside—board counsel, CEOs and senior management who regularly interact with the board.

aba.com/Annual_Directors

With convention registration . . . . . . . . . . $350Member, Forum only . . . . . . . . . . . . . . . $525Non-Member, Forum only . . . . . . . . . . . . $650Team Member (6 or more from same institution). . .$250

ABA Annual ConventionOctober 20–22, 2013 Hyatt Regency New Orleans, New Orleans, LA

October 19–21, 2014 Hyatt Regency Dallas, Dallas, TX

The ABA Annual Convention gathers bankers from around the country to explore the forces challenging and reshaping �nancial services—and how we can respond to ensure a strong future for our banks and our industry. Look for a program that will deliver inspiration from industry experts, ideas from banker peers, and solutions to enable our banks to compete effectively.

aba.com/Annual

Member/Service Member . . . . . . . . . . . $1,195ABA Member Team Discount* . . . . . . . . . . $995Non-Member . . . . . . . . . . . . . . . . . . $2,095Spouse/Guest . . . . . . . . . . . . . . . . . . $495

*If applicable, multiple or team registrant rate is for each additional person from the same institution.

Other Ways to LearnIn-bank Team TrainingLeverage ABA’s comprehensive library of content to provide a structured, consistent and cost-effective solution for your business and training challenges. Our Business of Banking program puts your high performers in the CEO’s chair, as part of a unique train-ing solution that blends classroom learning with simulation-based team exercises to prepare your high-potential employees to move into leadership positions. Presented in your bank, at your convenience, and tailored to your culture and policies, this is a �exible and customized program designed to help you address the coming talent crisis.

Visit www.aba.com/Training for more information or contact us as [email protected] for more information.

Wealth Management & Trust


ABA National Trust SchoolSeptember 22–27, 2013Emory Conference Center and Hotel, Atlanta, GA

September 14–19, 2014Emory Conference Center and Hotel, Atlanta, GA

This is America’s most renowned trust school, having trained thousands of trust professionals. Over the course of the program, students receive a solid foundation in the skills required in trust, including account administration, �duciary law and compliance, tax and estate planning, personal �nancial planning and investment management.

aba.com/TS


ABA Graduate Trust SchoolSeptember 22–27, 2013Emory Conference Center and Hotel, Atlanta, GA

September 14–19, 2014Emory Conference Center and Hotel, Atlanta, GA

This school builds on the ABA National Trust School curriculum in two resident �ve-day sessions (Grad Level 1 and Grad Level 2). An Independent Research Program consisting of �ve case studies is also com-pleted. Grad Level 1 builds pro�ciency in building on the fundamentals and aligning with speci�c client needs. Grad Level 2 offers advanced trust concepts through a program that teaches the trust of�cer to provide innovative client solutions and get on track to become a �duciary advisor and client educator.

aba.com/GTS


ABA Wealth Management and Trust ConferenceFebruary 26–28, 2014Hilton San Diego Bayfront, San Diego, CA

Offers practical, inventive ideas for wealth management and trust professionals who seek strategic solutions. This national event provides insight and application techniques on the latest issues facing the industry. Topic areas include asset management, �duciary responsibil-ity, regulatory and risk issues, business development, and management and leadership. Community bankers will �nd many sessions geared toward their needs.

aba.com/WMT

Member/Service Member/ICB . . . . . . . . . $1,290Non-Member . . . . . . . . . . . . . . . . . . $1,690

Other Ways to LearnBuilding Trust ExpertiseThe three progressive levels of Building Trust Expertise, ABA’s self-paced online trust curriculum, build the knowledge and con�dence needed to work with high net worth clients, deliver superior client service, and expand your organization’s trust business. The courses provide strong foundational knowledge in the core areas of trust administration and �duciary law by covering both technical training and practical application techniques in a convenient online format.

Visit www.ab.com/Training for a complete list of titles or contact us as [email protected] for more information.


Trust• Recent Developments in Estate and

Trust Administration

• Surviving the Retirement Bene�ts Planning Maze

Risk & Compliance• Dodd-Frank Implementation

• Enterprise Risk Management, Getting the Rest of the Bank on the Bus

Retail/Business Banking• Social Media Online Workshops

• Email Marketing

Lending• Managing Commercial Real Estate

Portfolios in the Worst Real Estate Market since the Depression

• Building Small Business Relationships

Executive Development• Effective Board Committees: The

Audit Committee and Beyond

• Boards and Strategic Planning in a Challenging Environment

Specialized bundles for common training needs, including teller training, compliance, and more. Visit www.aba.com/Training for more information.

When you can’t afford to have people away from the of�ce, don’t let your commitment to learning slide. ABA offers regular webcasts and telephone brie�ngs on a wide range of topics as they emerge. These offerings are an excellent supplement to event attendance. Below is a listing of some of our most popular past brie�ngs. Visit www.aba.com/Teleweb for a complete schedule of our latest offerings.

Other Ways to Learn

PLAN FOR SUCCESSSuccess doesn’t just happen—in the financial world

or anywhere else. Success is planned for, pursued and

monitored. The American Bankers Association wants

your institution to be successful and well positioned

in this challenging environment. An important part of

that is planning now for the professional development

of your team.

WHY ABA PROFESSIONAL DEVELOPMENT?

ABA is the smart choice for professional development

because we understand the unique training needs of

the financial industry. We understand the constraints on

many training budgets, which is why we offer sessions

throughout the year and around the country, providing

you with economical alternatives and events in easy-

to-reach, education focused locations.

ACROSS YOUR BANK HOW TO USE THIS GUIDE.

This calendar contains all of our conferences and school offerings from September 2013 through December 2014. It is divided into six sections:

1. Public Policy & Grass Roots

2. Lending

3. Risk Management & Compliance

4. Retail & Business Banking

5. Executive Development

6. Wealth Management & Trust

Many of our events now include a mobile app to reduce the need to carry paper and enhance the on-site experience.

Sidebars throughout titled “Other Ways to Learn” detail our other training options: webcasts, telephone brie� ngs, online learning and in-bank team training. In addition, a key lets you know the appropriate level for our in-residence schools, as well as indicates which programs provide continuing education units. You may also call 1-800-BANKERS, or go to www.aba.com for more information about any of these programs.

Register for all your professional development needs at www.aba.com.


ABIA Annual Conference (16-18)








ABA National Agricultural Bankers Conference (10-13)


January 2014 February 2014 March 2014 April 2014

ABA Insurance Risk Management Forum (2-5)

ABA National Conference for Community Bankers (16-19)

Seminar for Presidents (23-26)

ABA Wealth Management & Trust Conference (26-28)

ABA Intermediate Compliance School (21-23)


ABA Mutual Community Bank Conference (23-24)

ABA Government Relations Summit (24-26)

ABA Women’s Leadership Forum (26)

ABA Financial Statement Analysis for Lenders (28-29)

ABA National & Graduate Commercial Lending School (29-April 4)

ABA Real Estate Lending Conference (6-8)

ABA Risk Management Forum (9-11)

May 2014 June 2014 July 2014 August 2014

ABA Stonier Graduate School of Banking (5-12)

ABA Regulatory Compliance Conference (8-11)

ABA CFO Exchange (9-11)

ABA School of Bank Marketing and Management (18-25)













PLANNING CALENDAR


aba events calendar 2013 - 2014

Documents

aba national conference

aba marketing conference

aba national compliance

aba national trust school

aba graduate trust school

aba school of bank marketing

aba directors forum

aba risk management