Illinois Bankers Association

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IBA School Series
The IBA Learning Institute offers a school series composed of five, one-day programs. The series provides in-depth coverage of important and complex financial topics and offers the educational credit of a one-week resident school. All programs are offered during the day and at the same location. Attend all five programs and earn an IBA Certificate or attend only those programs that interest you.

Each series is offered in northern and downstate Illinois during two different time periods. Be sure to check this page for future dates and locations.

The school series programs have been approved for ICB Continuing Education Credits. For school series information contact Chuck Mountz.

The Branch Manager Certification Program Presenter: Roger Morin Lewis University, Oak Brook
To register for an individual class, click on the selected date.
#1 – May 7	Making Your Branch Extraordinary Through 21st Century Leadership
#2 – May 8	Checking the Competition, Effective Use of Teams, Managing Time and Making Outside Sales Calls
#3 – July 15	Recruiting and Retention, Training and Development, Managing Problem Employees, and Increasing Leads and Referrals
#4 – July 16	Goal Setting, Managing Change, Coping with Stress, Handling Difficult Customers, and Cyberspace Banking
MEMBERS	All 4 classes $795 - Individual class $225
NONMEMBERS	All 4 classes $1,395 - Individual class $385

Supervisors School Presenters: Michael Dixon & Phil Gelato Lewis University, Oak Brook
To register for an individual class, click on the selected date.
#1 - June 4	It All Starts with Communication The Role of Managers and Management The Role of Ethics in Banking
#2 - June 5	Time Management Effective Staff Meetings Goal Setting Emotional Bank Account: A Management Perspective The Motivated Supervisor Wrap Up, Actions Plans, and Homework Assignment
#3 - July 30	Homework Review Coaching and Counseling Coaching and Counseling Exercise Performance Evaluations
#4 - July 31	Building a Team: Interview and Selection Supervisor and the Law Upward Influencing Management Challenges
MEMBERS	All 4 classes $850 - Individual class $225
NONMEMBERS	All 4 classes $1,395 - Individual class $385

Regulatory Compliance Management School Series Presenters: Tom Thomas and William J. Foote Lewis University, Oak Brook
To register for an individual program, click on the selected date.
#1 - Sept. 15	Lending Compliance, Part 1
#2 - Sept. 16	Lending Compliance, Part 2
#3 - Sept. 17	Compliance Management and Administration
#4 - Sept. 18	Deposit Compliance
#5 - Sept. 19	Deposit and BSA/AML Compliance

MEMBERS	All 5 programs $1,025 - Individual program $225
NONMEMBERS	All 5 programs $1,795 - Individual program $385

Commercial Lending School Series Presenter: John Cochran and Mark Tyrpin IBA Training Center, Springfield
To register for an individual program, click on the selected date.
#1 – April 28	The External Environment, The Typical Business, Company Strategy and Evaluating Management
#2 – April 29	Historical Financial Analysis
#3 – April 30	Projecting Future Performance
#4 – May 1	Loan Structuring and Effective Relationship Management
#5 – May 2	Problem Loan Management and Credit Discipline

MEMBERS	All 5 programs $1,025 - Individual program $225
NONMEMBERS	All 5 programs $1,795 - Individual program $385