Workshops & Professional Development

For a current and detailed list of events and seminars, please view our calendar at http://cib.org/calendar/

Call Report Preparation:
This seminar covers the call reporting process and offers practical techniques to improve the overall reporting process.  In addition, you will gain valuable tools and techniques you can use to improve the speed and accuracy of your reporting process.  Examples of prior filings will be used to highlight and identify the most common mistakes made during the filing process.  The session features in-depth discussion of all schedules in Form 041 and the steps to eliminate common errors.  This program includes time for questions and case studies of various schedules.   CLICK HERE FOR MORE INFO

Location      Date
Sacramento CA – Register Now  
May 21-22    
San Diego CA – Register Now Aug 27-28


Executive Leadership

Learn to unlock the secrets of effective leadership and explore when to direct, coach, support and delegate. This program will enhance management skills needed in today’s community banks, help you improve morale and productivity and motivate new and long-term employees.

Location      Date
Seattle, WA Oct 18-19
Portland, OR Oct 22-23     
Salt Lake City, UT Oct 25-26
Newport Beach, CA Nov 19-20
San Francisco, CA Dec 6-7


Loan Review: Implementing Best Practices
The loan review process is critical to the success of any community bank. It must be structured, requires formal policies and procedures to ensure timely identification of problem credits, asset quality and accuracy. It must also have well-defined classification guidelines that ensure consistent loan ratings and ALLL.  This fast-paced course challenges your understanding of credit review in today’s banking environment.

Location      Date
Seattle, WA Jun 25-26
Salt Lake City, UT Aug 13-14     
San Francisco, CA Dec 3-4        

Credit Analysis:
This two-day course provides credit analysts with the analytical and writing skills that can be put to immediate use.  Participants learn how to assess the degree of risk prior to recommending approval or declination of a credit request and how to improve the documentation of commercial loan files.

Location      Date
Newport Beach, CA       



Analyzing Business Financial Statements
Assessing credit worthiness of a borrower is about information. Bankers need to use this information to identify those potential issues that can impact repayment. One of the primary sources of information available and most often used are the financial statements of the borrower’s business. This course focuses on the issues of preparation of financial statements by the borrower, the role of accountants, the calculation of ratios, and the use of financial statements in the credit decision process.

Location      Date
San Francisco, CA

Managing Commercial Credit Risk
In a constantly changing world, credit risk management is critical to the bottom line performance of the bank.  This workshop is designed for community bankers who are in a position to impact credit outcomes.  Participants will learn a framework and process for managing credit risk providing a better understanding of the factors impacting portfolio quality at the bank level, and tools for better risk management at the transaction level.

Location      Date
San Francisco, CA

 

 

 

 


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