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Published by billing, 2020-02-06 17:39:39




“The only thing worse 2020
than training your Education & Training Preview

employees and having Sta s cs show that a well‐trained and educated staff results in higher produc vity
them leave is not for the bank and a happier and more content workplace. KBA takes pride in being a
training them and
banker‐driven organiza on at all levels, including educaƟon and training.
having them stay.”
‐Henry Ford

PO Box 4404

Topeka, KS 66604



14 Safe Deposit (Sunflower Webinar)
16 How to be a Notary Public (Sunflower Webinar)


5 Harold A. Stones Public Affairs Conference & Legislative Cocktail Reception, Topeka (estimated fee $135)
This conference will highlight state and federal legislative initiatives being spearheaded by the KBA and will feature remarks
from state legislative leaders and other speakers. The day will conclude with a cocktail reception for bankers, legislators and
legislative staff.

10-11 Bank Technology and Operations Conference & Showcase, Wichita (estimated fee $275 for 1 ½ days)
Designed for both bank managers and information technology personnel, this 1 ½ day program focuses on the latest e-
commerce trends affecting the banking industry. An exhibitor showcase, featuring 50+ technology vendors, is held in
conjunction with the conference.

18-20 Winter IRA Workshops Basic & Advanced Sessions, Pratt, Salina, Topeka (estimated fee $235)
Obtain up-to-date IRA information prior to tax filing. Patrice Konarik will provide attendees with the latest IRA updates and
changes, including a comprehensive IRA training manual.

25-26 Call Report Update and Review, Newton, Topeka (estimated fee $235)
This workshop will walk you through the complete Call Report process plus any new changes to the Call Report. This is an
excellent review for the seasoned preparer.


4-5 Kansas Ag Bankers Conference, Manhattan (estimated fee $295 for KAB members; $345 for non-KAB members)
Sponsored by KBA Ag Bankers Division (KAB)

Tailored for the entry level and experienced ag lender, participants will gain valuable information that will enhance their
decision-making processes in this 1 ½ day program. Dr. David Kohl will return as the lead presenter.

10-12 Deposit Compliance, Hays, Wichita, Lawrence (estimated fee $235)
With regulatory changes at both the federal and state levels coming fast and furiously, compliance has become a tremendous
challenge in the bank. This full day seminar is a virtual must for your bank’s compliance and operations personnel.

24-25 Tri-State Leadership & HR Conference, Overland Park (estimated fee $340)
Co-sponsored by Kansas, Nebraska and Missouri Bankers Associations

This 1 ½ day conference features speakers on leadership, management and human resources while providing the opportunity
to network with peers from Kansas, Missouri, and Nebraska. All management personnel will benefit, including CEOs.


1-2 Principles of Commercial/Ag Loan Documentation, Hutchinson, Topeka (estimated fee $235)
This seminar is designed to help those who make, manage or review loans become “proactive” in minimizing loan losses. It
focuses on the major concepts, specific requirements and common problems of loan documentation, with an emphasis on
avoiding loan losses. The seminar will also cover Article 9 and UCCC information.

7-30 Legal Update Seminars (estimated fee $160)
12 locations throughout Kansas

KBA Legal Department Director Terri Thomas will present a fast-paced review of financial reform, regulatory mailings, state
legislation, State Banking Department memos, UCC rulings, new court cases, and much more.


5-6 Problem Loan Management in Today’s Ag Environment, Hutchinson, Topeka (estimated fee $250)
The agricultural lending environment has changed dramatically the past several years, but principal payments on term debt
for capital purchases made during the more profitable years remain. This seminar will discuss which repayment alternatives
are effective and which ones are not during this latest period of agricultural stress.

6-8 MOKAN Trust Conference, Kansas City, MO (estimated fees 1st $465, additional $390)
Sponsored by KBA Trust Division

This nationally-recognized conference assists members in keeping abreast of current legislative, regulatory and informative
issues that impact trust businesses.

18 KBA Golf Classic, Newton
Sponsored by KBA Insurance

28-29 NEW in 2020 - Women in Banking Conference, Olathe (estimated fee $325)
Join your peers at KBA’s first Women in Banking Conference to learn skills that will enhance your effectiveness inside and
outside of the office. Women at every level – from emerging leaders to executives – will benefit from this
conference and gain the knowledge to affect change, grow professionally and become more effective leaders.0


3 Financial Statement Analysis, Wichita (estimated fee $245)
This seminar will deal with the basic principles of financial statement analysis. Topics included: generation of accounting data,
limitations of accounting information, the balance sheet, the (income) Profit and loss statement, funds flow statement, ratio
analysis, cash flow analysis, cash budgets, and determining creditworthiness.

9-11 Developing a Customer-focused Frontline, Garden City, Hays, Wichita, Salina, Chanute, Lawrence)
16-18 (estimated fee $160)
This evening program will focus on the frontline’s ability to deliver superb customer service and customer relations; handling
of irate customers; turning around customer complaints, and much more. There will be time for questions and coaching at the
end of the seminar.

25 Employment Law and HR Seminar, Topeka (estimated fee $245)
The seminar will follow the life of an employee, i.e. recruitment, hiring and onboarding, performance management, social
media, retention strategies, progressive discipline and termination. A discussion of the development of future bank leaders
will close out the seminar.


6-8 CEO & Senior Management Forum/Annual Meeting, Colorado Springs, CO (estimated fees $495/$275)
This three-day program, designed for bank CEOs, executive officers and directors, combines nationally-known speakers and
numerous networking opportunities to create one of our most popular annual events.

18 Bank Secrecy Act/Anti Money Laundering Workshop, Wichita (estimated fee $235)
This one-day program is designed to enhance the skills of your BSA and AML staff, as well as your independent audit team, to
protect your bank’s profits in challenging times of tight margins. Topics addressed: BSA/AML regulatory expectations, CIP,
CDD, CTRs, SARs, OFAC, etc.

25-26 Best Practices for CRE Lending, Topeka
Attend this two-day workshop to learn CRA lending from the bottom up, including a discussion of economic drivers, key
variables and ratios, appraisals, documentation, construction, property analysis, sensitivity, and much more. Excel templates
and tools will be provided with an opportunity for case studies, open discussion and networking.


2-3 Bank Directors College, Wichita, Topeka (estimated fee $175)
Sponsored by the FDIC, KBA and CBAK

This one-day educational seminar is designed with outside directors in mind, but will feature up-to-date information on
various emerging issues relevant to all bank directors including: risk identification and monitoring, information
technology/cybersecurity, current expected credit losses (CECL), compliance and insider fraud. This is a MUST for your
directors in 2020.

9 CFO/Controller/Financial Manager Forum, Topeka (estimated fee $260)
This forum is a facilitated platform for CFOs and Financial Managers to share information, exchange ideas, and discuss
important issues with peers in an effort to improve effectiveness as a financial executive.

10-11 YBOK Fall Conference/Annual Meeting, Topeka (estimated fee $295)
Sponsored by KBA’s Young Bankers Division (YBOK)

Hosted by KBA’s Young Bank Officers of Kansas (YBOK), this conference is designed to enhance the leadership and professional
development skills of young bank officers, while providing the opportunity to network and learn from each other.

17, 22, 23 CECL 2.0, Overland Park, Wichita, Hays (estimated fee $159)
This half-day CECL workshop will provide in-depth discussion of how to prepare for your bank’s CECL implementation. The
time for high level discussion is over – its’ now time to get into the details of preparing for implementation.


1-2 Annual Conference for Lenders, Manhattan (estimated fee $265)
This 1-1/2 day conference features general and breakout sessions designed to enhance professional development skills for
lenders of all types.

6-8 Account Documentation, Parsons, Wichita, Lawrence, Dodge City, Russell, Manhattan (estimated fee $235)
Too often, personnel are trained on how to open certain types of accounts and what documentation to request but are not
given the whys behind the policies and procedures. This full day program provides participants with an excellent resource for
account documentation-related issues.

14 Ag Margin Management Workshop, Manhattan, (estimated fee $245)
Co-sponsored by KBA’s Ag Bankers Division (KAB)

This program is designed to help bankers better understand the risk associated with lending to agricultural producers. This full
day seminar will cover introduction to the future markets and profit margin management, options and option pricing,
projecting margin requirements and understanding account statements. Bankers will have the opportunity to bring one of
their ag customers with them to the workshop.

15 Bank Technology Discussion Forum, Topeka Tentative (estimated fee $260)
This forum is a facilitated platform for IT personnel to share information, exchange ideas, and discuss important issues with
peers to improve effectiveness with information technology in the financial institution.

22-23 KBA Trust Conference, Lawrence (estimated fee $190/$240)
Sponsored by the KBA Trust Division

This conference will emphasize the issues important to trust management as well as sessions devoted to trust operations and


4-5 Economic Outlook & Risk Management Conference, Manhattan (estimated fee $335)
Attend this 1-1/2-day annual conference to receive the most up-to-date information on the national economy coupled with
sessions on risk management strategies, investment portfolio management, balance sheet tips, liquidity, capital planning and
much more. Exhibit opportunities are available.

16-20 Fall IRA Workshops – Basic and Advanced, (est. fee $235)
With all the IRA plan types, proposed regulation changes and clarifications of existing rules and regulations, this review of the
IRA account is a must.


School of Lending Principles Bank Compliance School
March 2-6, Grand Island, NE September 21-25, Grand Island, NE

School of Banking Fundamentals Compliance Update School
March 30-April 3, Manhattan, KS October, Lincoln, NE

Operations School October, Manhattan, KS
May 12-14, Manhattan, KS
Advanced School of Banking – Year 1
Advanced School of Banking – Year 2 October 5-9, Manhattan, KS
June 1-5, Grand Island, NE
Principles of Commercial Lending School
Relationship & Business Commercial Lending School
Development School
June 23-25, Manhattan, KS October 19-23, Manhattan, KS

Agricultural Lending School
July 13-17, Grand Island, NE

July 19-31, 2020 - Boulder, CO

Executive Development Institute for Community Bankers, Bloomfield, April 26-29
Community Bank Investments School, Denver, May 17-21
Community Bank Summit, Boulder, July

Workshop on Community Bank Investments, September 4-6, Las Vegas, NV

August 2-14, 2020 - Madison, WI

Bank Technology Management School, March 22-27
Human Resource Management School, March 29- April 3

Financial Managers School, September 20-25
Sales and Marketing School, September 27- October 7

Bank Technology Security School, October 11-16
Bank Management Forums, ongoing throughout the year

Online Seminar Series, ongoing throughout the year


KBA partners with SBS Institute to offer online or live, role-based certification courses to help
create confidence with examiners and auditors on bank preparedness and improve information
security within your bank.

Certified Banking Security Executive (CBSE) Certified Banking Security Technology
Certified Banking Cybersecurity Manager (CBCM) Professional (CBSTP)

Certified Banking Security Manager (CBSM) Certified Banking Ethical Hacker (CBEH)
Certified Banking Vendor Manager (CBVM) Certified Banking Vulnerability Accessor (CBVA)
Certified Business Continuity Professional (CBBCP) Certified Banking Mobile Administrator (CBMA)
Certified Banking Incident Handler (CBIH) Certified Banking Forensic Investigator (CBFI)


No one knows your training needs better than you. In today’s busy banking environment, it is difficult to provide
training for all of your staff in a timely, convenient and affordable format. KBA has developed numerous on‐site
training programs that can be customized to meet the specific needs of your bank. Many of these may be offered in a
webinar format as well. If you don’t see what you’re looking for, please call and we’ll do our best to provide it. Please
browse the topics listed below and call Becky Tongish at the KBA today to book your training seminars.
[email protected] or 785‐232‐3444, ext. 311.

Legal/Regulatory Compliance Banking Skills

Bank Protection Act Building & Retaining Customer Relations
Bank Secrecy Act Essential Frontline Issues
IRA Training
Bank Security/Fraud/Loss Prevention Supervisory Training
Deposit Compliance
KBA Seminars
Legal Update
FDIC Deposit Insurance Deposit Compliance
Lending Fundamentals
HMDA Account Documentation

Lending Compliance

Truth in Lending Act – Regulation Z
Truth in Savings Act – Regulation DD

USA Patriot Act

We utilize a number of instructors, including KBA Legal Department Director Terri Thomas, to conduct in-bank training.
The presenter selected is dependent on the topic and timing of the training. Please contact Becky Tongish at the KBA for
pricing and speaker information.

Just as bankers need to respond to their customers’ needs, we
make it a top priority to respond to yours.


Provides state‐of‐the‐art, Consists of skill‐building courses
Internet‐based training using covering retail, consumer, small
interactive and engaging business and commercial banking
coursework combined with a topics as well as compliance and trust. All courses are
learning management system to manage training completed over the Internet.

Formerly Offers eleven certification
BankersEdge programs focused on specific
Online training information technology needs.
provider offering in excess of 750 regulatory Each certification course is ten
compliance, financial skills and professional weeks and may be completed online at the
development courses with targeted tracks for student’s convenience.
specific job functions.


Sunflower Webinar Series TTS provides relevant and hot
These webinars originate at the KBA and topic training featuring some of
tend to focus on need-to-know, Kansas the finest presenters in the
specific training topics. This is an ideal way industry. Also offers a variety of
for us to disseminate information in a timely webinars and a number of ways to view them, including
manner on a law or regulation change. the live broadcast, six month access or audio CD.

KBA partners with the Graduate School of Banking at the University of Wisconsin-Madison to offer webinar
training designed to meet the dynamic needs of today’s busy financial professional. May be viewed live or on-

For more information on KBA’s training resources, please visit


Becky Tongish
Senior Vice President
[email protected]
(standing left)

Becky Milne
Vice President
[email protected]
Nicole Ortiz
Education Assistant
[email protected]
(standing right)

Becky Tongish – Senior Vice President
[email protected]
Becky Milne – Vice President
[email protected]

Nicole Ortiz – Education Assistant
[email protected]

Watch our weekly E‐source and website for additional programs to be added. If you are not receiving our
E‐source, please email a member of our staff to be added to the distribution list.

610 SW Corporate View
PO Box 4407

Topeka, KS 66604
Phone: 785‐232‐3444

FAX: 785‐272‐8392

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