WBA Principles of Banking – 2 Day Accelerated Course
A Comprehensive Introduction to the Banking Industry!
Whether you’re brand new to banking or looking to gain a broader understanding of the industry, Principles of Banking is the perfect starting point. Recognized for over 40 years as the most thorough introduction to banking, this course covers essential banking concepts, how banks operate as both service providers and businesses, risk management responsibilities, and the critical role of employees in a customer-focused environment. This course is especially valuable for bankers who want to better understand areas of the bank outside their own—and walk away with a well-rounded view of the industry.
WBA will host three in-person sessions this fall:
8:30 a.m. – 4:30 p.m. daily
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Medford, WI
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Horicon, WI
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Mineral Point, WI – Registration closed for this location, class is full!
If your bank is interested in hosting a Principles of Banking session, please contact the WBA Education team.
Instructors:
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Medford Location: Michele Boeder, VP, Director of Risk & Project Management, Platinum Bank
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Horicon Location: Jessica Brown, CFO and Treasurer, Peoples State Bank
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Mineral Point Location: Thomas Jensen, President/CEO, Independence State Bank
Who Should Attend?
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Bank personnel new to the industry
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Bankers seeking a complete refresher on foundational concepts
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Anyone looking to expand their knowledge beyond their current role or department
Registration Information
Fee: $550 per person Includes:
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All course materials
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A hard copy of the Principles of Banking, 12th Edition textbook
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Daily refreshment breaks and lunch
Space is limited—register early to secure your spot!
A final exam will be administered online after the completion of the course and a deadline will be set for final exams to be completed. Once the final exams are completed, successful completion of the course will be granted.
Refund Policy
Cancellations received in writing at least five business days before your selected session will be refunded, less a $150 administrative fee. Substitutions are accepted—please submit requests 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? There are no reserved hotel blocks for either location, but several nearby hotels are available.
