Midwest School
The Community Bankers School (CBS) provides broad exposure to important elements of community banking. It gives students the most up-to-date thinking on core principles of community banking: compliance, operations, consumer credit, documentation, asset/liability management, marketing, management principles, and much, much more. Plus, it gives attendees a vast range of specific banking skills and techniques that can contribute immediately to their banks' overall success. Faculty members have been carefully selected to include the finest talent in the country. The men and women who teach the courses are experts in their fields; most have hands-on community banking experience. Formats vary to keep student interest and learning at the highest possible level. Students also take part in problem-solving, case studies modeled on real banking situations, and computer simulations. They'll also receive extension problems that enable them to practice decision-making. The community bank strategic-planning cases have been especially designed for community banks. Students interact with other participants to explore, via a financial model, the impact of trends in the banking field, regulations, policies, and pricing strategies for a community bank. Benefits In just two weeks (one week each year for two years) students: Develop leadership and management skills; Gain a broader understanding of the overall deposit, credit, and investment functions of a community bank; Appreciate the importance of quality customer service and an active business development program; Obtain a vast range of banking skills and techniques that contribute immediately to the success of the bank; and Build a lifetime of business and personal relationships. Overview The Community Bankers School consists of two one-week sessions at Illinois Wesleyan University, located in Bloomington, IL. The 2009 session opens Sunday, July12, and concludes Friday, July 17. Classes I and II meet concurrently. Attendees are expected to conduct themselves as representatives of their banks and their Association at all times. To receive a diploma, students must attend every class and special activity that is scheduled during the two-week period; and complete and maintain a passing average (C or better) on the exam at the end of both Classes I and II, and on the three extension problems. The extension problems are assigned and mailed to students prior to Class II. Admission Requirements To be admitted to CBS, applicants must meet the following qualifications: 1. current employee of a community bank; and 2. high school graduate with three years of banking experience; or college graduate and one year in banking. Selection of Applicants Applications are approved in the order received. Letters of acceptance, an invoice for tuition, and additional background information are then furnished to each applicant. Graduation Commencement exercises are scheduled for Noon on Friday, July 17, 2009, in Memorial Student Center. Both classes are required to attend. CEOs and guests of graduates are encouraged to attend. Enrollment Fees Fees include registration, tuition, meals, course notebooks, orientation, and social events listed in the preliminary schedule. Housing is a separate fee; cost is dependent upon choice. Students are invoiced upon acceptance. A $100 University fee will be charged to those individuals who choose to stay off campus. First and Second Year 2008 Member of sponsoring associations — $999 (2009 TBD) Non-member Bankers — $1,399 (2009 TBD) 2008 Courses -- Class I Concepts of Financial Planning Introduction to Compliance Exposure to Monetary Economics Introduction to Accounting Technology Trends Consumer Credit Fraud in Lending Robbery Prevention Continuity Planning Consumer Loan Documentation Sales Training Analyzing Financial Statements Structuring Loans Commercial Loan Documentation Bank Investments Collections, Problem-Loans Management & Bankruptcy Ownership Documentation FDIC Insurance Pricing Introduction to Auditing High-Performance Banking Commercial Loan Case 2008 Courses -- Class II Bank Financial Ratios Community Bank Policies & Regulatory Relations Federal Regulatory Update Management Principles Technology Trends Establishing a Marketing Program Strategic Planning Incentives Business Development Loan Review Human Resource Management Sales Training Asset/Liability & Investment Management Pricing Strategic Planning Cases Credit Administration Bank Liability Issues Faculty Members 2008 Dianne Barton - Founder and President of Performance Solutions, Kennesaw, GA Management Principles Bryan Bradley - Consultant at Young & Associates, Inc., Kent, OH Ownership Documentation Archie Bransford, Jr. - Owner of Bransford & Associates, LLC, Atlanta, GA Bank Financial Ratios Jeffrey Caughron - Associate Partner with The Baker Group, Oklahoma City, OK Bank Investments, Asset/Liability & Investment Management Jerry Cavanaugh - General Counsel, Community Bankers Association of Illinois, Springfield, IL Bank Liability Issues Bill Elliott - Consultant with Young & Associates of Kent, OH Introduction to Compliance, Federal Regulatory Update Richard Hiatt - CEO of the Citizens State Bank of Cropsey, IL Concepts of Financial Planning Jeffery Johnson - President and Founder of Bankers Insight Group, Decatur, GA Introduction to Accounting, Analyzing Financial Statements, Structuring Loans, Commercial Loan Documentation, Commercial Loan Cases, Credit Administration Timothy Keadle - CPA and Partner at Porter Keadle Moore, LLP, Atlanta, GA Introduction to Auditing Robert Kearney - Professor, Illinois Wesleyan University, Bloomington, IL Human Resource Management Dave Kemp - Founder and President, Bankers Management Inc., College Park, GA Exposure to Monetary Economics, Consumer Credit, Consumer Loan Doc, Sales/Business Development, Collections, Problem Loan Management, and Bankruptcy, Customer Service, High-Performance Banking, Community Bank Policies and Regulatory Relations, Loan Review, Commercial Loan Cases Charles Moffitt - Founder and Principal Consultant of Charles Moffitt & Associates, Spfld, TN Establishing a Marketing Program, Strategic Planning, Incentives, Business Development John Oliver - Founder of Laurel Management Systems, Inc., Palm Springs, CA Strategic Management of Financial Institutions© Jim Rechel - President of The Rechel Group, Inc., Cincinnati, OH Fraud in Lending, Robbery Prevention, Continuity Planning Tim Tedrick - Shareholder in the accounting firm of Lindgren, Callihan, Van Osdol, Sterling, IL Risk Management Lee Wetherington - Senior Vice President of Goldleaf Technologies, Hahira, GA Technology Trends Resources Students receive a notebook for each year of The Community Bankers School. The notebook contains course outlines, supplemental reading materials, as well as exhibits and sample forms. Back on the job, students find their notebooks to be a valuable reference, as well as a handy refresher on the banking skills and methods they learned at CBS. Money-Back Guarantee Should The Community Bankers School not measure up to your expectations, call within two weeks, and the full tuition will be refunded to your bank. Testimonials “Instead of some schools, I think this was a collection of very practical ideas and principles that can be implemented upon return to the bank. Thank you for all of the new information.” Ed Hart, AVP Illini Bank, Springfield “After it was all finished, I feel special that my bank allowed my the opportunity of growth.” Marty Scrogham, VP Operations Sidell State Bank “I certainly picked up something from each class, and it gave me a better understanding of how the whole bank comes together with each department. I also made 42 new friends that I could call anytime for guidance. I would recommend it to any future banker.” Phoebe Biernbaum, Head Teller First Robinson Savings Bank, N.A. “Great opportunity to learn about the whole bank in a short period of time. This has been a great chance to see how all of the parts of the bank fit together.” Marvin Streitmatter, Vice President State Bank of Speer “This was quite an experience. I hope I get the chance to use everything I have learned!” Terri Ogborn, Vice President The First National Bank, Mattoon “I definitely learned new things to take back with me that I’m excited to implement!” Lisa Russell, AVP First National Bank, Rochelle “I now have a better understanding of how all areas of the bank come together to make a great institution. I am leaving here with so much more knowledge to take back to my employees and peers. Overall, it was it great week! Thank you!” Lydia Martinez, Assistant Branch Manager National Bank of Commerce, Berkeley “Excellent school with excellent classes taught by excellent professionals!” Gabe Pettit, Consumer Loan Officer Marine Bank & Trust, Hamilton “The exposure to all facets of the banking industry is truly an eye-opener. Thank you for the opportunity to grow.” Chuck Venvertloh, Branch Manager Central State Bank, Quincy “The relationships I have made are well worth the price of admission!” Brad Piller, Loan Officer First State Bank, Mendota |