Archive for: Career Development

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WBA Principles of Banking

Principles of Banking is intended to give those who are new to banking a general understanding of the industry. Recognized as the most comprehensive introduction to the banking industry for over 40 years, it introduces fundamental banking concepts and principles, the basics of how banks operate as service providers and businesses, their obligation to operate in a safe and sound manner and manage risks, and the responsibilities of bank employees in a customer-focused financial services environment.

WBA will host the course in three locations during the spring of 2023, each being a two-day session each starting at 8:30 a.m. and adjourning at 4:30 p.m. daily:

April 5–6, 2023

  • Location: National Exchange Bank & Trust, Fond du Lac, WI

April 12–13, 2023

  • Location: Farmers Savings Bank, Mineral Point, WI
    • This session is FULL. Please register for another session or contact the Education Team to be put on the waiting list.

May 17–18, 2023

  • Location: Peoples State Bank, Wausau, WI

Click the Agenda tab for further details on what will be covered in the school.

Instructors:
April 5–6 & April 12–13: Peggy Zickert, VP/Regional Operations Leader, National Exchange Bank & Trust
May 23–24: Michele Boeder, Project Manager, Platinum Bank

Who Should Attend?
This course is recommended for personnel new to banking at all levels or those who just need a refresher.

Registration Information:
The registration fee of $550/person includes all workshop materials, a hard copy of the 12th edition Principles of Banking textbook, and daily refreshment breaks and lunch. Register early as space is limited!

Refund Policy: A refund, less a $150 administrative fee, is provided for written cancellations received by WBA 10 or more business days before the start of a school. All requests for cancellations or substitute registrations must be provided in writing to WBA Education.

Course Credit:
Principles of Banking may be applied to many ABA Certificate and Diploma online programs. This course is recommended for one ABA Credit.

Need a Hotel Room?
We do not have a hotel room block for the school. However, there is a Radisson and Holiday Inn Express in Fond du Lac, Quality Inn in Mineral Point, and Hilton Garden Inn in Wausau should you wish to stay at a hotel for the duration of the school.

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How to Have Courageous Conversations

Have you ever avoided a tough conversation because you don’t like conflict? Congratulations, you are among friends. Most people don’t jump out of bed in the morning thinking, “I hope I get into some conflict today!” Yet, many leaders avoid tough conversations for multiple reasons, generally boiling down to fear. Fear of the person’s reaction, hurting feelings, being taken advantage of, or the desire to be liked can get in the way of productive and courageous communication. If you could release that fear and build your courage muscles, would you be willing to learn new skills and commit to taking new action? If yes, join Karen Butcher, communication coach and trainer, for this engaging 1.5-hour session on Courageous Conversations.

What You’ll Learn

  • Explore and experience the art of self-evaluation
  • Discover the impact of ego on leadership effectiveness
  • Recognize leadership rights and responsibilities
  • Acknowledge the damage of gossip and venting
  • Face fear and transition to courage
  • Embrace curiosity, drop judgment, and remain neutral
  • Commit to practicing tough conversations
  • Identify tools and resources to inspire and sustain courageous conversations

Who Should Attend
Everyone! Conflict is inevitable and we can all learn to be more effective in tough conversations.

Presenter Bio
Karen Butcher is a former teacher, Mary Kay Sales Director, and trainer whose career journey led her to leave the corporate world to train and coach women and men who want to elevate their leadership skills, lead productive teams, and achieve their goals. Butcher is a Certified Bank Training Professional who earned her credential in 2016. She is a Senior Training Consultant for Interaction Training and travels the country facilitating bank supervisor training. Attendees appreciate her hands-on approach to offering tools to coach and lead teams.

In addition, Butcher works with Leadership Kentucky as the program coordinator for BRIGHT Kentucky, a new program for young professionals in the 54 counties of the Appalachian Regional Commission.

Butcher’s passion for people is evident and she knows what is required to become a leader who people want to follow. She believes it’s time for a new leadership philosophy where leaders hold themselves and their teams accountable and let go of outdated practices.

Registration Options

Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts $279

  • Available Upgrades:
    • 12 Months OnDemand Playback + $110
    • 12 Months OnDemand Playback + Digital Download + $140
    • 12 Months OnDemand Playback + CD + $140
    • Additional Live Access + $75 per person
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WBA/ABA Introduction to Mortgage Lending

An overview of the mortgage lending business, including business models such as mortgage banker, broker, and lender; the role of government and agencies like Federal Housing Administration and the Veteran’s Administration programs; other key players like Fannie Mae and Freddie Mac; important real estate laws; basics of real estate investing. Explore key elements in the mortgage lending industry.

Course Topics Include: major mortgage financing programs and guidelines; construction lending and land development financing; regulatory compliance laws and their impact on the mortgage process; property appraisals review; types of mortgage fraud and impact on the industry.

Audience: Financial service professionals who want a broad overview of mortgage lending, including those who intend to pursue a career in mortgage lending (business development, underwriting, processing) or those individuals who recently joined a mortgage lending department.

Price: $550

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You’re the New Supervisor! Fasten Your Seat Belt!

A new supervisor could easily feel overwhelmed by all the responsibilities that come with the role. This program teaches participants the fine art of juggling staff, schedules, meetings, goals that must be met, and pressing deadlines. All this needs to happen while you also consider on-going training needs and serve as a back-up for the employee that didn’t come in. The list seems endless! Tune in to learn how to keep all the balls in the air without breaking a sweat.

This program will ramp up leadership skills and address critical supervisory issues necessary to become an extraordinary supervisor.

What You Will Learn

  • Deal with Resistance – What to do when you were once a teammate and now you supervise the team? How do you address generational issues or the unmotivated employee?
  • Change the Focus – Learn the value of boundaries to help find the balance between the need for approval and the larger need for meeting team and company goals.
  • Partner with a Mentor – Get tips on how to find a mentor and the rewards of having one.
  • Plan and Prioritize – Realize that the primary job is to ensure that everything that needs to get done gets done. Planning and prioritizing departmental tasks, and assigning the right tasks to the right people, are all keys to success.
  • Be Accessible – This program will help you create consistent, timely accessibility by establishing routine coaching appointments that aren’t dreaded.
  • Delegation – Learn how to delegate and provide encouragement to help others take on new tasks. Manage the workload while developing team members.
  • Discipline Effectively – Discover how to set expectations that are clear, specific, and realistic. Develop the skills to discipline for improved results.
  • Communicate Upward and Downward – Keep management and the team informed by sharing the right information with the appropriate group.
  • Encourage Teamwork – Foster input from team members and demonstrate the benefits of collaboration with the entire team for positive impact.

Who Should Attend?
New supervisors, supervisor candidates, current supervisors and managers, and those that manage and train supervisors.

Presenter
Karen Butcher is a former teacher, Mary Kay Sales Director, and Bank Training Director. She left the corporate world in 2018 to launch her own coaching and training business.

Karen knows the power of vulnerability that is required to become a courageous leader. She believes it’s time to embrace a philosophy where leaders hold themselves and their teams accountable and will challenge you to let go of outdated practices.

Karen is a faith-filled woman who is courageous, resilient, and compassionate. She is driven to partner with clients who desire to elevate their skills and gain the courage to take new action.

She and her husband Gene stake their claim in Central Kentucky where they raise sheep, chickens, and vegetables on their Stamping Ground farm.

Registration Options

  • Live Plus Five (days) – $265
  • OnDemand Recording – $295
  • CD-ROM – $345
  • Live Plus Six (months) – $365
  • Premier Package – $395
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Excel Explained: Creating Interactive Spreadsheets

When you attend this live presentation, you’ll learn from Excel expert David Ringstrom, CPA, how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly. He demonstrates how to use a variety of Excel’s form controls and features to control the data input of other users, simplify data entry, preserve key formulas, minimize spreadsheet maintenance, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Covered Topics
Allowing users to make multiple choices by way of the ListBox form control.
Avoiding the need to merge cells—use the Text Box feature for paragraphs of text instead.
Contrasting data validation–based lists versus form control–based lists.
Contrasting Form Controls in Excel versus ActiveX Controls.
Crafting data validation lists that are contingent on selections from a preceding list.
Creating an in-cell list by way of Excel’s Data Validation feature.
Creating an input rule that requires names to be entered in a last-name, first-name format.
Discovering the array of form controls available within Excel.
Enabling the hidden Developer menu in Excel to access additional functionality.
Identifying data validation overrides by way of the Circle Invalid Data command.
Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
Limiting the number of characters a user can enter in a worksheet cell.

Who Should Attend?
Practitioners who want to learn how to create user-friendly, interactive spreadsheets.

Presenter
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Registration Options

  • Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts – $279
  • Available Upgrades:
    • 12 Months OnDemand Playback + $110
    • 12 Months OnDemand Playback + CD  + $140
    • Additional Live Access + $75 per person
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questions@wisbank.com

608-441-1200

4721 S Biltmore Ln.
Madison, WI 53718

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