Banker Education & Conferences
The OBA's goal for banker education is to provide quality training, information, and educational services to our members. Our educational programs are offered in a variety of formats to make training as convenient, timely and cost-effective as possible.
Explore the many OBA education opportunities awaiting you:
Explore the many OBA education opportunities awaiting you:
OBA Conferences/Workshops
Virtual Northwest Bank Directors Series
March - November 2021 | All sessions are 90 minutes and will take place 8:30 - 10:00 am
This eight-session virtual Northwest Bank Directors Series is designed to meet the educational needs for both new and existing directors. The series is an excellent opportunity for bank directors to enhance their understanding of their evolving responsibilities. Participants will gain insight into industry hot topics and emerging trends, as well as primers on banking fundamentals and governance issues. While taking place virtually, the sessions are all live and interactive. Click here for more information.
March - November 2021 | All sessions are 90 minutes and will take place 8:30 - 10:00 am
This eight-session virtual Northwest Bank Directors Series is designed to meet the educational needs for both new and existing directors. The series is an excellent opportunity for bank directors to enhance their understanding of their evolving responsibilities. Participants will gain insight into industry hot topics and emerging trends, as well as primers on banking fundamentals and governance issues. While taking place virtually, the sessions are all live and interactive. Click here for more information.
Northwest Bank Finance Virtual Forum - Recording Now Available for Purchase!
Tuesday, April 27, 2021 | 9:00 AM – 12:00 PM | Video Recording
Co-sponsored by the Oregon, Idaho and Washington Bankers Associations, this virtual forum explores current economic trends, credit quality, and regulatory and industry issues of interest to bank finance and credit professionals. The program will focus on the economic and credit outlook in the COVID environment and offer practical take-aways to implement at your bank.
Tuesday, April 27, 2021 | 9:00 AM – 12:00 PM | Video Recording
Co-sponsored by the Oregon, Idaho and Washington Bankers Associations, this virtual forum explores current economic trends, credit quality, and regulatory and industry issues of interest to bank finance and credit professionals. The program will focus on the economic and credit outlook in the COVID environment and offer practical take-aways to implement at your bank.
OBA IRA Frontline Fundamentals Virtual Workshop with Ascensus
June 10, 2021 | 9:00 am - 12:30 pm
OBA has partnered with industry-leader Ascensus to offer IRA Frontline Fundamentals training on June 10, 2021. This half-day workshop will be held virtually and provides attendees with a basic foundation of IRA knowledge. This interactive live session includes exercises to help participants apply information to job-related situations. Attendees will leave this session able to confidently process basic IRA transactions. This is a beginners session, and no previous IRA knowledge is assumed.
June 10, 2021 | 9:00 am - 12:30 pm
OBA has partnered with industry-leader Ascensus to offer IRA Frontline Fundamentals training on June 10, 2021. This half-day workshop will be held virtually and provides attendees with a basic foundation of IRA knowledge. This interactive live session includes exercises to help participants apply information to job-related situations. Attendees will leave this session able to confidently process basic IRA transactions. This is a beginners session, and no previous IRA knowledge is assumed.
Sales Culture & Banking the Customer of the Future
August 25, 2021 | 8:30 am - 12:00 pm
The term “sales culture” is often viewed at all levels of an organization as a negative, product-pushing, doesn’t work, long-term exercise that may or may not produce results. This session will identify key elements that comprise a bank’s sales environment and explore how to continuously move an organization’s culture in a direction where “sales” and “selling” are viewed as a natural extension and enhancement of your bank’s customer service philosophy
August 25, 2021 | 8:30 am - 12:00 pm
The term “sales culture” is often viewed at all levels of an organization as a negative, product-pushing, doesn’t work, long-term exercise that may or may not produce results. This session will identify key elements that comprise a bank’s sales environment and explore how to continuously move an organization’s culture in a direction where “sales” and “selling” are viewed as a natural extension and enhancement of your bank’s customer service philosophy
Managing a High Performing Branch
August 26, 2021 | 9:00 am – 4:00 pm
Looking for targeted training to help you excel as a Branch Manager? Plan now to join one of the country’s highest-rated speakers on leadership and company culture for this workshop focused on helping you excel as a branch manager. If you want an exceptional branch, Vicki Kraai is determined to help you get one! This one-day workshop has five tracks in it, each intended to take your skills as a branch leader to the next level.
August 26, 2021 | 9:00 am – 4:00 pm
Looking for targeted training to help you excel as a Branch Manager? Plan now to join one of the country’s highest-rated speakers on leadership and company culture for this workshop focused on helping you excel as a branch manager. If you want an exceptional branch, Vicki Kraai is determined to help you get one! This one-day workshop has five tracks in it, each intended to take your skills as a branch leader to the next level.
OBA & WBA Convention
July 15 - 16, 2021 | Virtual
Co-sponsored with the Washington Bankers Association, this convention is designed for bank executives, directors, and business partners. Join us for two half days with industry leaders, including FDIC Chair Jelena McWilliams, FDIC Chief Innovation Officer Sultan Meghji, and thought-provoking sessions with Elliot Garbus and Karen Shaw Petrou. Back again is the popular bring-the-bank option!
July 15 - 16, 2021 | Virtual
Co-sponsored with the Washington Bankers Association, this convention is designed for bank executives, directors, and business partners. Join us for two half days with industry leaders, including FDIC Chair Jelena McWilliams, FDIC Chief Innovation Officer Sultan Meghji, and thought-provoking sessions with Elliot Garbus and Karen Shaw Petrou. Back again is the popular bring-the-bank option!
Free Notary Public Seminars
Ongoing | Various Locations Throughout Oregon
Webinar Basics Classes AND Webinar Advanced Classes
Due to COVID-19 restrictions the Secretary of State is offering web-based live notary training that you can attend from the comfort of your office or home, no traveling required!
The information presented at these live webinars cover the rules, regulations, and best practices for Oregon Notaries Public. In the basics class, we explain how to properly identify the signer, what to record in your journal, and the requirements of an Oregon Notarial Certificate. This training meets the educational requirements for those applying for a commission.
Current notaries are encouraged to attend either course, but are particularly invited to the advanced webinar, which includes topics such as employee notary issues, elder abuse fraud, troublesome notarial certificates, journaling witnesses, signature by 3rd party, and much more. The classes are 3 hours long and include time for Q&A.
Ongoing | Various Locations Throughout Oregon
Webinar Basics Classes AND Webinar Advanced Classes
Due to COVID-19 restrictions the Secretary of State is offering web-based live notary training that you can attend from the comfort of your office or home, no traveling required!
The information presented at these live webinars cover the rules, regulations, and best practices for Oregon Notaries Public. In the basics class, we explain how to properly identify the signer, what to record in your journal, and the requirements of an Oregon Notarial Certificate. This training meets the educational requirements for those applying for a commission.
Current notaries are encouraged to attend either course, but are particularly invited to the advanced webinar, which includes topics such as employee notary issues, elder abuse fraud, troublesome notarial certificates, journaling witnesses, signature by 3rd party, and much more. The classes are 3 hours long and include time for Q&A.
New Accounts Workshop
September 28, 2021 | 8:30 am – 12:00 pm
This full day session teaches new account and operations personnel proper account opening procedures and compliance requirements, the five crucial pieces of information, including proper identification and the correct TIN for every new account, and the four fundamental questions that should be asked of every potential account holder.
September 28, 2021 | 8:30 am – 12:00 pm
This full day session teaches new account and operations personnel proper account opening procedures and compliance requirements, the five crucial pieces of information, including proper identification and the correct TIN for every new account, and the four fundamental questions that should be asked of every potential account holder.
Effective Business Communication Workshop
September 29, 2021 | 8:30 am - 12:00 pm
Boost your professional confidence with this half-day workshop which covers the essentials of written and spoken communication in the workplace, focusing on business writing genres and their purposes and characteristics.
September 29, 2021 | 8:30 am - 12:00 pm
Boost your professional confidence with this half-day workshop which covers the essentials of written and spoken communication in the workplace, focusing on business writing genres and their purposes and characteristics.
Employee Supervision - Performance Reviews & Interviewing
November 16, 2021 | 9:00 am - 4:00 pm
Effective supervision starts on day one. This session will help you identify strategies for making the best supervisory impression on employees. Deborah will offer best practices that ensure you are clearly communicating and managing performance expectations. Topics to be covered include supervisor/employee relationships, conflict resolution, employee development, and company image.
November 16, 2021 | 9:00 am - 4:00 pm
Effective supervision starts on day one. This session will help you identify strategies for making the best supervisory impression on employees. Deborah will offer best practices that ensure you are clearly communicating and managing performance expectations. Topics to be covered include supervisor/employee relationships, conflict resolution, employee development, and company image.
Commercial Lending Boot Camp: Fundamentals of Credit Analysis
September 28 & 29, 2021 | Holiday Inn Wilsonville, OR
This session goes back to the basics to provide you with the tools you need to be conversationally competent when interacting with business clients and prospects. Designed to reinforce important skills, the session begins by reviewing the components of financial statements then analyzing the statements by preparing a financial spread and interpreting the results. You will learn how to compose effective and
comprehensive credit analyses that detail the important trends shown on the financial spread sheets, ultimately providing you with analytical skills that can be put to immediate use.
September 28 & 29, 2021 | Holiday Inn Wilsonville, OR
This session goes back to the basics to provide you with the tools you need to be conversationally competent when interacting with business clients and prospects. Designed to reinforce important skills, the session begins by reviewing the components of financial statements then analyzing the statements by preparing a financial spread and interpreting the results. You will learn how to compose effective and
comprehensive credit analyses that detail the important trends shown on the financial spread sheets, ultimately providing you with analytical skills that can be put to immediate use.
Commercial Lending Boot Camp: Loan Underwriting
October 19 & 20, 2021 | Holiday Inn Wilsonville, OR
After you perform a detailed credit analysis of a loan request, the next step is to communicate your findings in writing. Credit memoranda are a primary method of communication within the banking industry. When writing effective credit memoranda, how you communicate matters. This session teaches you the skills required to write an effective credit memorandum, placing emphasis on factors and trends that are important.
October 19 & 20, 2021 | Holiday Inn Wilsonville, OR
After you perform a detailed credit analysis of a loan request, the next step is to communicate your findings in writing. Credit memoranda are a primary method of communication within the banking industry. When writing effective credit memoranda, how you communicate matters. This session teaches you the skills required to write an effective credit memorandum, placing emphasis on factors and trends that are important.
Commercial Lending Boot Camp: Loan Review & Managing Problem Loans
November 16 & 17, 2021 | Holiday Inn Wilsonville, OR
In the current economic environment, managing the commercial loan portfolio is paramount in order to
maintain a safe and sound financial institution. Managing the loan portfolio in the face of today’s economy requires a different approach than in the past. Developing the skills required to manage and recognize the early warning signs of problem loans is crucial. This workshop will discuss the macroeconomic, industry, business and management factors which must be considered as part of loan portfolio management, and effective management tools required to navigate through today’s lending challenges.
November 16 & 17, 2021 | Holiday Inn Wilsonville, OR
In the current economic environment, managing the commercial loan portfolio is paramount in order to
maintain a safe and sound financial institution. Managing the loan portfolio in the face of today’s economy requires a different approach than in the past. Developing the skills required to manage and recognize the early warning signs of problem loans is crucial. This workshop will discuss the macroeconomic, industry, business and management factors which must be considered as part of loan portfolio management, and effective management tools required to navigate through today’s lending challenges.
FDIC's Community Bankers Workshop
Future Dates and Location to be Determined
This one-day, interactive program is put on by the FDIC to help bank executives and mid-level officers, both new and experienced, stay abreast of the ever-changing business, economic and regulatory environment. Topics include liquidity, consumer compliance and information technology/vendor management.
Future Dates and Location to be Determined
This one-day, interactive program is put on by the FDIC to help bank executives and mid-level officers, both new and experienced, stay abreast of the ever-changing business, economic and regulatory environment. Topics include liquidity, consumer compliance and information technology/vendor management.
Schools
OBA Signature Schools
Northwest Bank Operations School
August - November 2021
The Northwest Bank Operations School will be held August– November, 2021 in four 1.5-day sessions at the Wilsonville Holiday Inn. Designed for those looking to advance their knowledge in bank operations, this signature program explores the issues facing bank operations personnel and provides an in-depth framework to examine the operations that support bank services. Bankers have the option to register for the full program and receive a graduation diploma upon completion or to register for individual sessions that meet specific needs.
August - November 2021
The Northwest Bank Operations School will be held August– November, 2021 in four 1.5-day sessions at the Wilsonville Holiday Inn. Designed for those looking to advance their knowledge in bank operations, this signature program explores the issues facing bank operations personnel and provides an in-depth framework to examine the operations that support bank services. Bankers have the option to register for the full program and receive a graduation diploma upon completion or to register for individual sessions that meet specific needs.
Commercial Lending Boot Camp
September - November 2021 | Wilsonville Holiday Inn
Focusing on the foundation you need to master commercial lending, these three intensive two-day sessions dive into essential elements of building a safe and sound loan portfolio. Whether you are a seasoned veteran or a junior lender, learning and refreshing these skills is a necessity in today’s competitive banking environment.
September - November 2021 | Wilsonville Holiday Inn
Focusing on the foundation you need to master commercial lending, these three intensive two-day sessions dive into essential elements of building a safe and sound loan portfolio. Whether you are a seasoned veteran or a junior lender, learning and refreshing these skills is a necessity in today’s competitive banking environment.
Banking Fundamentals
October 27 - 28, 2021 | 9:00 AM - 4:30 PM
Designed for those new to banking or those seeking to round-out their understanding of the role and operation of a bank, this innovative course will provide your team members with the tools and knowledge they need to succeed in their roles within your bank.
October 27 - 28, 2021 | 9:00 AM - 4:30 PM
Designed for those new to banking or those seeking to round-out their understanding of the role and operation of a bank, this innovative course will provide your team members with the tools and knowledge they need to succeed in their roles within your bank.
Cornerstone Advisors Payments School
October 19 - 20 2021 | Portland OR, near the airport
Today's evolving payments landscape can be a challenge to navigate with certainty and control. Cornerstones Advisors Payments School educates you on key market trends, helps you evaluate your performance, and positions you to grow your payments business.
October 19 - 20 2021 | Portland OR, near the airport
Today's evolving payments landscape can be a challenge to navigate with certainty and control. Cornerstones Advisors Payments School educates you on key market trends, helps you evaluate your performance, and positions you to grow your payments business.
Advanced Commercial Lending School
January 2022 - dates to be determined
The Advanced Commercial Lending School will be held over the course of three days in June. Instructor Jeffrey Johnson will build upon concepts taught in the previous Commercial Lending Bootcamp sessions. Designed for lenders and analysts with experience in the credit underwriting process, topics will be advanced to provide a deeper understanding of the credit underwriting process, loan portfolio management and specialized lending.
January 2022 - dates to be determined
The Advanced Commercial Lending School will be held over the course of three days in June. Instructor Jeffrey Johnson will build upon concepts taught in the previous Commercial Lending Bootcamp sessions. Designed for lenders and analysts with experience in the credit underwriting process, topics will be advanced to provide a deeper understanding of the credit underwriting process, loan portfolio management and specialized lending.
Online Training
The Oregon Bankers Association is proud to partner with OnCourse Learning to offer a host of online training programs. OnCourse Learning to provides multiple cost-effective web-based audio, teleconference, and self paced education solutions to conveniently engage in training at your bank. For more information about OnCourse Learning and their programs, please see below.
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OnCourse Learning is a member of Adtalem Global Education, a global education provider headquartered in the United States. It empowers financial institutions to prepare their frontlines, compliance teams, executive leadership and board of directors with comprehensive enterprise compliance, risk management and professional development education that is effective and engaging. Over 10,000 clients and partners have adopted OnCourse Learning solutions to efficiently manage complexity, change and growth. Plus, over the course of their 40+ year history they have trained over 190,000 individuals with their NMLS-approved licensure and continuing education courses.
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Co-Sponsored Programs
Co-Sponsored Conferences
Northwest Agricultural Bankers Conference
May 20, 2021
The Oregon Bankers Association is pleased to partner with the Idaho Bankers Association to bring you the 2021 Agricultural Bankers Conference. You can choose to participate in-person or virtually in this one-day event scheduled for Thursday, May 20, 2021. You also have the option to enjoy golf and dinner on Wednesday, May 19, 2021. If you have questions in the meantime please feel free to contact Jeni Hall at jhall@idahobankers.org or (208) 506-7046.
May 20, 2021
The Oregon Bankers Association is pleased to partner with the Idaho Bankers Association to bring you the 2021 Agricultural Bankers Conference. You can choose to participate in-person or virtually in this one-day event scheduled for Thursday, May 20, 2021. You also have the option to enjoy golf and dinner on Wednesday, May 19, 2021. If you have questions in the meantime please feel free to contact Jeni Hall at jhall@idahobankers.org or (208) 506-7046.
Northwest Compliance Conference
2021 Date TBA
Co-sponsored with the Washington Bankers Association, this conference is targeted to those who work directly in the compliance department, as well as anyone who works alongside compliance. This event is a great opportunity to learn the latest in best practices, as well as to receive the most recent regulatory news from industry leaders.
2021 Date TBA
Co-sponsored with the Washington Bankers Association, this conference is targeted to those who work directly in the compliance department, as well as anyone who works alongside compliance. This event is a great opportunity to learn the latest in best practices, as well as to receive the most recent regulatory news from industry leaders.
Co-Sponsored Schools
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Willamette University MBA Program for Professionals
All Oregon Bankers Association members are eligible for a discounted tuition rate in the MBA for Professionals program in the Atkinson Graduate School of Management at Willamette University. For more information, click here. |
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Pacific Coast Banking School
PCBS offers a three-year graduate-level management education program for high-potential bankers. Industry experts and academicians teach curriculum designed to encompass the banking industry's most critical components: risk management, financial performance, and leadership. |
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Graduate School of Banking- Wisconsin
OBA partners with the Graduate School of Banking at the University of Wisconsin-Madison to offer several schools and seminars linked below. Since 1945, the School has been educating professionals across all areas of financial services. Bank Technology Management School Bank Technology Security School Human Resource Management School Financial Managers School Online Seminar Programs |
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Juris Master Online Program - Florida State University College of Law
The online Juris Master is a 30-credit-hour master’s in law that can be completed on a part-time basis. Students in the program gain a strong foundation in regulatory compliance and legal risk management. The curriculum is designed for professionals who regularly work with statutes and regulations. Students begin their studies by taking foundational courses in Contracts, Torts, Legislation and Regulation, Legal Studies and Research, and Regulatory Compliance. Beyond those requirements, students may personalize their curriculum within their chosen concentration. Each concentration has a menu of advanced course offerings to afford students a multi-faceted understanding of the laws impacting those areas. |
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For more information about education, please contact us at (503) 581-3522 or info@oregonbankers.com.
