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.
SCHEDULE 9:00 am - 4:00 pm (Daily)
Tuesday, October 8Presented by Kathy Enbom, CRCM, Principal• Understanding Payment Systems• Organizational Management• Operational Compliance Issues
Wednesday, October 9Presented 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 10Presented 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 MemberThree Day School $745Individual program $265
NonmemberThree Day School $1245Individual program $445