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

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!

Workshop Topics:

  • Corporate Tax Issues including Business Structure, Section 179 Depreciation, and Bonus Depreciation
  • Investments including Capital Gain/Loss Issues and Passive Activities
  • Real Estate Issues including Personal Residence, Rentals, Home Offices, and 1031 Tax-Free Exchanges
  • Employer Provided Benefits including “Qualified Retirement Plans” and Health Savings Accounts (HSAs)
  • Retirement Planning Strategies including “Defined Benefit” (DB) Plans
  • Estate Planning Issues including Gifting
  • Year-End Tax Strategies
  • Changes to the Tax Code that impact Business Owners including the “Tax Cuts and Jobs Act” (TCJA), the CARES Act, and proposed tax legislation

Who Should Attend? Commercial lenders, credit analysts, relationship managers, and credit administrators.

Speaker: David Osburn, MBA, CCRA

Registration Information: The member registration fee of $265/attendee/workshop includes program registration, instruction and materials, and one connection to the livestream using Zoom. If you are planning to attend in Lansing, please reply to your confirmation email to let WBA staff know and further in-person workshop details will be provided.