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.