2016 ABA Schools Calendar

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1 2016 ABA Schools Calendar

2 1 Business Banking/Commercial Lending & Mortgage Lending ABA National Commercial Lending School May 1 6, 2016 Dallas, TX ABA Graduate Commercial Lending School May Dallas, TX 2 Executive Development ABA Stonier Graduate School of Banking June 2 9, 2016 Philadelphia, PA 3 Retail Banking & Marketing ABA School of Bank Marketing & Management June 8 15, Risk Management & Compliance ABA National Compliance School October 17 23, 2015 March 11 17, 2016 San Diego, CA ABA Intermediate Compliance School March 7 9, 2016 San Diego, CA ABA Graduate School of Compliance Risk Management ABA CRCM Boot Camp 5 Wealth Management & Trust ABA National Trust School October 18 23, 2015 October 23 28, 2016 November 2 6, 2015 May 2 6, 2016 Sept. 27 Oct. 2, 2015 Sept , 2016 San Diego, CA Philadelphia, PA ABA CTFA Boot Camp November 2 6, 2015 San Diego, CA ABA Graduate Trust School Sept. 27 Oct. 2, 2015 Sept , 2016

3 Business Banking/Commercial Lending & Mortgage Lending National Commercial Lending School May 1 6, 2016 Southern Methodist University, Dallas, TX Build a core foundation in commercial lending expertise. Learn from a prestigious, nationally recognized faculty in a high-paced program covering the fundamentals of credit analysis, pricing strategy, cash flow, underwriting, and minimizing the cost of problem loans. Member/Service Member/ Government/ICB $2,395 Nonmember $3,395 Graduate Commercial Lending School May 1 6, 2016 Southern Methodist University, Dallas, TX Delivered through the lens of leadership, this school features a deep dive into core competencies providing experienced commercial lenders with the skills they need to address complex professional challenges. Attendees learn through comprehensive case studies and class work covering credit risk management, loan portfolio management, loan and transfer pricing, all while connecting with industry leaders. Member/Service Member/ Government/ICB $2,395 Nonmember $3,395 Dates and rates are subject to change.

4 Executive Development Stonier Graduate School of Banking June 2 9, 2016 University of Pennsylvania, Philadelphia, PA As the original graduate school of banking in the country, Stonier has established a reputation for innovation and leadership. Stonier has partnered with the Wharton School to deliver outstanding leadership courses that are seamlessly integrated with the rest of the Stonier program. With a high-impact curriculum, the school is well positioned to help attendees attain the knowledge and capabilities needed for success. Member $3,795 Nonmember $4,795 Mobile App for this Event

5 Retail Banking & Marketing School of Bank Marketing and Management June 8 15, 2016 Banks business lines rely on intelligent marketing to successfully increase profitability and demonstrate tangible results. This school is the industry standard for bank marketing education. Attendees learn from an unmatched faculty of industry experts and practitioners and the curriculum provides an in-depth understanding of core marketing principles, together with the skills necessary for strategic leadership and critical thinking. Member/Service Member/ Marketing Network Member/ICB $2,945 Nonmember $3,495 Mobile App for this Event Dates and rates are subject to change.

6 Risk Management & Compliance National Compliance School October 17 23, 2015 March 11 17, 2016 Doubletree Mission Valley, San Diego, CA October 22 28, 2016 Gives compliance professionals an essential technical understanding of major compliance issues and regulations, and lays the groundwork for them to develop and maintain an effective compliance program. Graduate School of Compliance Risk Management October 18 23, 2015 October 23 28, 2016 This school is designed for experienced compliance officers and focuses on managing an effective compliance program. Students learn to manage change in an environment of rapid growth, to ensure effectiveness and integrity in audits and internal reviews and to negotiate and influence decision-making. Deposit/Operations or Lending Compliance Module Member/Service Member/Government... $2,495 Nonmember $3,295 Both Modules Member/Service Member/Government... $3,495 Nonmember $4,495 Intermediate Compliance School Practical Compliance Solutions March 7 9, 2016 Doubletree Mission Valley, San Diego, CA Provides practical application of the regulations beyond foundational knowledge to address today s compliance business issues. This school was developed in response to past attendees requests for advice on applying regulatory content. Member/Service Member/Government... $2,395 Nonmember $3,395 Member/Service Member/Government... $2,395 Nonmember $3,395 CRCM Boot Camp November 2 6, 2015 San Diego Marriott Mission Valley, San Diego, CA May 2 6, 2016 Sonesta Philadelphia, Philadelphia, PA Planning to earn the Certified Regulatory Compliance Manager (CRCM) credential? The residential CRCM Boot Camp is designed to prepare you for the CRCM exam in an effective and time-saving way. The program combines face-to-face instruction and guidance from leading industry experts to help you prepare for the exam with confidence. Member/Service Member/ Government/ICB $1,995 Nonmember $2,495 Dates and rates are subject to change.

7 Wealth Management & Trust National Trust School September 27 October 2, 2015 September 25 30, 2016 Designed for those early in their career, or for more experienced professional looking to fine-tune their skills, this program helps attendees gain a solid foundation in building a command of the trust business. The intensive curriculum covers the essentials in account administration, fiduciary law and compliance, tax and estate planning, personal financial planning and investment management. Member $2,195 Nonmember $3,195 CTFA Boot Camp November 2 6, 2015 San Diego Marriott Mission Valley, San Diego, CA Planning to earn the Certified Trust and Financial Advisor (CTFA) credential? The residential CTFA Boot Camp is designed to prepare you for the CTFA exam in an effective and time-saving way. The program combines face-to-face instruction and guidance from leading industry experts to help you prepare for the exam with confidence. Graduate Trust School September 27 October 2, 2015 September 25 30, 2016 This school is designed for professionals more advanced in their careers or who have completed the ABA National Trust School, and is geared to helping students master complex trust issues and deliver quality solutions to their clients. The School consists of two resident five-day sessions (Graduate Year 1 and Graduate Year 2). Students also complete and Independent Research Program consisting of four case studies. Year 1 builds proficiency aligning basic principles with specific client needs. Year 2 offers advanced trust concepts to get on track to become a fiduciary advisory and client educator Member $2,495 Nonmember $3,495 Member $1,995 Nonmember $2,495 Dates and rates are subject to change.

8 Other Ways to Learn ABA Online Training ABA has offered unmatched training and education for the banking industry for more than 100 years. ABA Online Training offers students ease of access and offers the bank flexible and cost-effective formats. In-bank Training options, offthe-shelf or customized, are also available. Either provides a high quality learning experience in a delivery format to suit your training needs and your bank s budget. Training offerings include Facilitated Online Courses, Self-Paced Online Courses, including a suite of Frontline Compliance courses available at no cost to ABA member banks. ABA Briefings Without leaving your office, you and your team members can stay on top of the current issues facing bankers today. Take advantage of ABA Briefings available in several subject areas Compliance/Risk Management, Corporate Trust, Mortgage, Payments/Cybersecurity, Retail/Marketing, and Wealth Management/Trust. ICB Certifications Attend ABA Schools, Conferences and Briefings and earn valuable continuing education credits. The Institute of Certified bankers offers certifications in the areas of compliance/risk management, wealth management/trust, bank marketing and retirement services.

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