Events

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.

Dates & Location:
October 5–6: Farmers Savings Bank, 305 Doty St., Mineral Point, WI

Speaker:
Peggy Zickert, VP/Regional Operations Leader, National Exchange Bank & Trust

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!

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.

Dates & Location:
October 26–27: Holiday Inn Eau Claire South, 4751 Owen Ayres Ct., Eau Claire, WI

Speaker:
October 26–27: 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!

How do you excel at leading while fulfilling your responsibilities as a branch manager? It’s a challenge that this program aims to overcome!

The way managers treat their team is subtly influenced by what they expect of them. What should you expect? How do you treat them? When expectations are high and accompanied by expert guidance, motivation, accountability, and training the branch will perform accordingly. come learn how to build a team that works together for the common good. Hear how to coach and motivate your team.

Action-Packed and Solution-Focused!
The smooth and consistent operation of your branch is critical to maintaining and attracting customers. Increasing competition dictates that you must be experience focused. You must also learn to manage increased demand with as few staff people as possible. Boost your expertise and your enthusiasm in this full speed ahead, highly motivating webinar by a leading presenter.

What You Will Learn

  • Lead the way through coaching
  • Collaborate on a performance plan and setting expectations
  • Customer experience that sizzles
  • Conducting difficult conversations
  • What to do with the underperformer
  • Managing your time, teaching them to manage theirs
  • What is your plan to manage an exceptional branch?
  • Managing resistance
  • Tools to use in implementation after the session

Who Should Attend
Branch managers, assistant branch managers and those that train and/or lead them.

Instructor Bio
Vicki Kraai‘s 25+ years of Community Bank experience started at the family bank in rural Nebraska, serving as a bank teller and eventually becoming CEO. Kraai’s many years of banking include credit card lending experience where she was a member of the management team that launched the Cabela’s credit card program.

She founded her own Community Banking Consulting firm, VK Solutions in 2010 specializing in coaching and assisting financial institutions to improve their bottom line through their people portfolio. She has a passion for developing people for success in the financial services industry.

Attendees of her training and coaching sessions value Vicki’s highly engaging “been there, done that” approach to all facets of her training.

Kraai shares her expertise and experience as a faculty member for State Bank Association Schools and the Graduate School of Banking in Madison, Wis.

Kraai was recently announced as the new CEO of InterAction Training.

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
The employee “experience” is just as important today as our “customer” experience. What if we saw everything we did through the lens of our employees? Would that make or break our current practices related to engaging and retaining employees?

In this session, we will peel back the layers and ask the right questions about engagement and retention in our current environment above and beyond the topic of compensation. Believe it or not, money isn’t always the number one reason people leave their current employer.

What You Will Learn

  • The 6 primary reasons employees leave
  • Creating an engaged culture from the new hire experience and beyond
  • Engagement is not a one and done — sustainable strategies
  • Wait — it’s not a one size fits all?
  • Create a motivating environment — Just Ask!
  • Who is successful with engagement and retention and what can we learn?
  • ROI — Ultimately, your employees’ success will drive business success

Who Should Attend
Managers, Supervisors, HR, Senior management. Anyone responsible for the oversight of the employee experience

Presenter
Vicki Krai‘s 25+ years of Community Bank experience started at the family bank in rural Nebraska, serving as a bank teller and eventually becoming CEO. Krai’s many years of banking include credit card lending experience where she was a member of the management team that launched the Cabela’s credit card program.

She founded her own Community Banking Consulting firm, VK Solutions in 2010 specializing in coaching and assisting financial institutions to improve their bottom line through their people portfolio. She has a passion for developing people for success in the financial services industry.

Attendees of her training and coaching sessions value Krai’s highly engaging “been there, done that” approach to all facets of her training.

Krai shares her expertise and experience as a faculty member for State Bank Association Schools and the Graduate School of Banking in Madison, Wis.

Krai was recently announced as the new CEO of InterAction Training.

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

Suitable for anyone who wants to learn more about the commercial lending process — the backbone of most banks’ lending portfolios.

The required textbook for this course is Commercial Lending, 7th Edition.

IMPORTANT:  Be sure to order the required book for this course.  We recommend that you FIRST select and add your course session to the shopping cart, then select your preferred format of book from the “Recommended Training” options that appear alongside the shopping cart.

Topics in analyzing source documents, recording business transactions in a journal and posting entries in a ledger. How to prepare a trial balance, gather adjustment data and complete a worksheet are covered, as well as how to prepare financial statements and post-closing entries.

This course is the recommended prerequisite for Analyzing Financial Statements.

The required textbook for this course is College Accounting, 13th Edition.

IMPORTANT:  Be sure to order the required book for this course.  We recommend that you FIRST select and add your course session to the shopping cart, then select your preferred format of book from the “Recommended Training” options that appear alongside the shopping cart.

A practical introduction to financial statement analysis from the perspective of the commercial loan officer. Gain the skills needed to effectively assess the risks related to a customer — current and prospective — and evaluate possible sources of repayment for the loan.

Recommended Prerequisite: General Accounting.

The required textbook for this course is Analyzing Financial Statements, 8th Edition.

IMPORTANT:  Be sure to order the required book for this course.  We recommend that you FIRST select and add your course session to the shopping cart, then select your preferred format of book from the “Recommended Training” options that appear alongside the shopping cart.

The WBA Personal Banker School will start on Wednesday, November 2, 2022 at 9:00 a.m. and adjourn on Thursday, November 3, 2022 by 4:00 p.m.
This school has been designed to get personal bankers up to speed quickly by providing them with the techniques and knowledge they need to successfully sell, cross sell, refer and service the banking industry’s ever expanding list of financial products. Attendees will leave the school better equipped to provide your customers with exceptional product knowledge and customer service.

Curriculum Includes:

  • Compliance Overview – focusing on regulations and laws that every personal banker should know.
  • Account Titling – covering individual and joint accounts, trusts, minor accounts, POAs, PODs, and business accounts.
  • Understanding the Financial Side of Banking – understanding the business of banking and the retail bankers role in overall bank profitability.
  • Building & Maintaining Relationships – assessing customer needs, identifying opportunities, and building relationships with your customers.
  • Steps for Successful Sales, Cross-Sells, and Referrals
  • Kick Starting High Performance – understanding your role at the bank and having the skills that are necessary to achieve your goals and exceed performance expectations.
  • Group case study and in-class activities to apply what you have learned.

School Faculty:

  • Scott Birrenkott, Director-Legal, Wisconsin Bankers Association
  • Jennifer Pieper, Principal, JPieper Consulting

Who Should Attend?
This school was developed for Personal Bankers, New Accounts Personnel, and others who manage retail account relationships. Both new and experienced staff will benefit.

Registration Information:
The registration fee of $495 includes program registration, instruction and materials, and daily lunch and refreshment breaks.

The WBA Branch Manager Boot Camp will include 4 virtual half-day sessions. Sessions will be held on Zoom from 8:00–11:00 a.m. CT on September 22, October 20, November 10, and December 15, 2022.

About the Program:
Want to grow your total assets in excess of 20% year-over-year? Wish to grow your deposit base by more than 20%? Then consider an investment in training your branch managers in our Branch Manager Bootcamp!

What does your branch have that alternate branch channels and non-bank competitors don’t? The branch has you and your people. As the number of branch transactions continues to fall, community banks and credit unions must reassess the role of the branch manager. Companies must invest in the manager, giving him or her the right people, tools, client goals, and sales goals, and step back and watch the results change into a dynamic source of profitability.

This exciting, four-part series will focus on the next generation manager who will be leading the transition to client relationship management, and to managing an active advisory environment for the client to achieve financial goals. The next generation manager will be leading this vital transformation.

The program will focus on the critical skills and expectations that need to be developed to ensure that the next generation branch manager will exceed expectations and goals set for him or her. Participants will engage in discussions, small group activities, and skills practices to ensure that ideas are shared and learning is entertaining and adopted.

Who Should Attend:
New and experienced Branch Managers, Assistant Branch Managers, Teller Supervisors, Lead Frontline Professionals, and any professional aspiring to lead the team in a retail branch.

Registration Information: 
The registration fee of $800/attendee includes program registration for each of the four sessions, instruction and electronic materials. Upon completion of all four sessions, attendees will receive a certificate of completion for the Branch Manager Boot Camp.

The WBA Deposit Compliance School will start on Monday, August 22, 2022 at 9:00 a.m. and adjourn on Tuesday, August 23, 2022 at 4:00 p.m.

VIRTUAL OPTION: You may choose to attend the school via livestream using Zoom. You’ll select your registration choice during registration.
*We encourage attendees to consider attending in-person for the greatest experience and most efficient networking with peers.  However, the virtual option is available for those who prefer to watch the presenters from their office.*

The curriculum is designed to give you a strong foundation of the various deposit regulations affecting your bank, the current trends in compliance, and the resources you need following the school.

Curriculum Includes:

  • Compliance Overview – understanding the key players in compliance and how important it is to your bank
  • Bank Secrecy Act and Anti-Money Laundering, including USA Patriot Act and OFAC issues
  • Miscellaneous Deposit Regulations, including:
    • Regulation D; Regulation V, Subpart J (Identity Theft Red Flags); Regulation GG; Non-deposit investment products; Regulation AA (UDAAP); and Overdraft Protection Programs
  • Regulation CC (Expedited Funds Availability)
  • Check 21
  • Legal Process, including:
    • Garnishments; Child Support Liens; Federal and State Tax Levies; Wisconsin Department of Workforce Development Levies; IRS Summons;  Subpoenas; Elder Abuse Reporting Rules; and Worthless Checks
  • Regulation P (Privacy)
  • Regulation DD (Truth in Savings Act)
  • Regulation E Overview (Electronic Funds Transfer Act)
  • E-Sign Act

Registration Information:

The student fee of $535 includes program registration, instruction and materials, and daily lunch and refreshment breaks.