WBA Consumer Lending Boot Camp
September 15-16, 2026
Wisconsin Bankers Association Office, Madison, WI
Program Schedule:
Registration Open: September 15 at 8:30 a.m.
Day 1: 9:00 a.m. – 4:00 p.m.
Day 2: 9:00 a.m. – 2:00 p.m.
Build a Solid Foundation in Consumer Lending
Designed for those new to consumer lending or loan processing, this two-day boot camp provides practical training and insights to help participants become effective, confident consumer lenders. Through a mix of instructor-led sessions, group discussions, case studies, and hands-on exercises, students will explore the entire consumer lending process.
What to Expect
- A thorough introduction to consumer lending concepts and responsibilities
- Skill-building in application review, customer interviews, and credit analysis
- Case study work using real-world lending scenarios
- Exposure to key regulations and compliance considerations
- A chance to collaborate and learn from experienced instructors and peers
- Preparation for future training opportunities, including WBA’s Residential Mortgage Lending School and Loan Compliance School
Training Materials
All participants will receive the ABA’s 7th Edition Consumer Lending Textbook, a comprehensive resource covering the consumer lending environment. This textbook offers continued learning opportunities after the program ends.
As part of our commitment to sustainability, all school materials will be provided electronically. Please plan to bring a laptop or tablet to access the materials during the boot camp. If you prefer a printed copy, you’re welcome to print the materials yourself in advance. Materials will be emailed to all registered attendees three business days prior to the start of the program.
Core Curriculum Topics
- Dynamics of Lending: Understand lending’s role in the bank and how lending decisions are made
- Lending Compliance: Introductory overview of key regulatory requirements for new lenders
- Lending Principles:
- The 5 C’s of Credit
- Credit report fundamentals
- Bank loan policy and quality assurance
- Consumer Lending:
- Loan types and terminology
- Application and documentation process
- Relationship building and sales techniques
- Hands-on case study exercises
Who Should Attend
This boot camp is ideal for those seeking a solid foundation in consumer lending. It is especially suited for:
- Loan officer trainees
- Loan support personnel
- New lenders
- Branch managers
- Universal bankers
- Personal bankers
All attendees who complete the full program will receive a Certificate of Attendance.
Program Requirements
To earn the certificate, participants are expected to:
- Attend and participate in all sessions
- Complete any pre-session assignments
- Engage actively in class discussions and group work
Meet Your Instructors:
- Sarah Olson, AVP Compliance Officer at Mound City Bank
- Sarah has been with Mound City Bank for 15 years and has her CCBCO and CBAP certifications from ICBA. Sarah has a Bachelor of Business Administration degree from Clarke University.
- Kari Solomonson, Vice President, Retail Team Leader at Peoples State Bank, School Director
- Kari has worked in banking 35 years. She joined Peoples State Bank in September 2010, prior to that she was a Branch Manager for a couple other local banks. Kari leads the retail banking teams at five of Peoples’ locations as well as overseeing their Call Center. She is responsible for coaching the teams to achieve aggressive growth goals as well as coaching them to provide extraordinary customer service. Kari is a very active volunteer in the Wausau community and the banking profession at both the state and national level.
Registration Details:
Boot Camp Fee: $550 per attendee
Includes:
- Full program instruction
- Hard copy of the ABA 7th Edition Consumer Lending textbook
- Electronic access to all boot camp materials
- Daily lunch buffets and refreshment breaks
Cancellation & Substitution Policy
Cancellations received five or more business days prior to the start of the program will be refunded, minus a $150 administrative fee. All cancellation and substitution requests must be submitted in writing to WBA Education.
Hotel Accommodations
For a list of nearby hotels offering special rates for WBA members, please visit:
Registration for WBA programs is limited to our WBA Bank Members and WBA Associate Members. If you have questions about membership, please contact WBA.
Registration for Wisconsin Bankers Association events and programs constitutes an agreement by the attendee to the WBA’s use and distribution, both current and future, of the attendee’s image or voice in photographs, videotapes, and electronic reproductions of such events and programs. Attendees waive any right to inspect or approve the finished materials and agree that all such pictures, video or audio recordings, and any reproduction thereof, shall remain the property of the WBA to use at its discretion. Consent is binding, perpetual and may not be revoked.
