Operations School

Hybrid Event  
Tuesday, October 08, 2024 - Thursday, October 10, 2024   iCalendar Central Standard Time

Hybrid Delivery Options (select your preference when registering)
Lewis University, Oak Brook OR Live Streamed

This school, presented by Wipfli LLP, covers backroom operations, a critical core function of any financial institution. For a bank to run its operations effectively, reduce costs, and decrease transaction error, its staff must be well-versed in the fundamental principles governing bank operations. This school provides a comprehensive framework to examine the processes that support bank services while incorporating industry best practices. View Brochure

SCHEDULE 9:00 am - 4:00 pm (Daily)

Tuesday, October 8
Presented by Kathy Enbom, CRCM, Principal
Understanding Payment Systems
Organizational Management
Operational Compliance Issues

Wednesday, October 9
Presented by Janice Harden, Internal Audit Manager, and Traci Lohse, CIA, Manager
Analyzing & Understanding Your Bank’s Statement of Condition
Internal Controls and Practices

Thursday, October 10
Presented by Mark Scholl, Principal
Cybersecurity Hot Topics
Disaster Recovery & Business Continuity Planning
Third Party Risk Management
New Technologies
Regulatory Updates and Hot Topics

Audience Bankers who are involved in and/or manage operational functions in their bank are encouraged to attend. The school is ideal for operations officers and heads of operations, branch managers, cashiers and assistant cashiers, bookkeeping supervisors, teller supervisors, and head tellers. 

Per Person Fee 
IBA Member Three Day School $745 | Individual program $265
Nonmember Three Day School $1,245 | Individual program $445

Hybrid Event  

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