Banker Education
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
Oregon Bank Leadership Symposium
December 7 - 8, 2020
Hilton Portland & Executive Towers | Portland, OR
The Oregon Bank Leadership Symposium is a two-day program with special tracks designed for bank executives, new and existing bank directors, emerging bank leaders, and industry business partners.
December 7 - 8, 2020
Hilton Portland & Executive Towers | Portland, OR
The Oregon Bank Leadership Symposium is a two-day program with special tracks designed for bank executives, new and existing bank directors, emerging bank leaders, and industry business partners.
Managing a High Performing Branch
March 21, 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, Honey Shelton 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.
March 21, 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, Honey Shelton 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.
Sales Culture & Banking the Customer of the Future
March 17, 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
March 17, 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
OBA & WBA Convention
July 14 - 16, 2021 | Skamania Lodge | Stevenson, WA
Co-sponsored with the Washington Bankers Association, this convention is designed for bank executives, directors, and business partners. The convention focuses on the banking industry's hottest topics while providing opportunities for networking in a relaxed resort environment.
July 14 - 16, 2021 | Skamania Lodge | Stevenson, WA
Co-sponsored with the Washington Bankers Association, this convention is designed for bank executives, directors, and business partners. The convention focuses on the banking industry's hottest topics while providing opportunities for networking in a relaxed resort environment.
Free Notary Public Seminars
Ongoing | Various Locations Throughout Oregon
Refresh your notary knowledge and get answers to your questions by attending a Secretary of State sponsored seminar for current and future notaries public. The free seminar is a thorough examination of notary basics: what a notary is, responsibilities and liabilities, how to notarize, notary certificates, and maintaining the notary journal. This is your chance to talk with a representative of the state agency that regulates notaries, and to participate in lively discussions about notary procedures, best practices and regulation.
Ongoing | Various Locations Throughout Oregon
Refresh your notary knowledge and get answers to your questions by attending a Secretary of State sponsored seminar for current and future notaries public. The free seminar is a thorough examination of notary basics: what a notary is, responsibilities and liabilities, how to notarize, notary certificates, and maintaining the notary journal. This is your chance to talk with a representative of the state agency that regulates notaries, and to participate in lively discussions about notary procedures, best practices and regulation.
New Accounts Workshop
Future Dates and Location to be Determined
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.
Future Dates and Location to be Determined
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
Future Dates and Location to be Determined
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.
Future Dates and Location to be Determined
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
Future Dates and Location to be Determined
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.
Future Dates and Location to be Determined
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.
Northwest Bank Finance & Accounting Conference
Future dates to be determined
Co-sponsored by the Idaho and Washington Bankers Associations, this conference explores current regulatory and industry issues of interest to bank finance and accounting professionals. The program will include discussions on hot topics, explore best practices, and offer practical take-aways to implement at your bank.
Future dates to be determined
Co-sponsored by the Idaho and Washington Bankers Associations, this conference explores current regulatory and industry issues of interest to bank finance and accounting professionals. The program will include discussions on hot topics, explore best practices, and offer practical take-aways to implement at your bank.
Commercial Lending Boot Camp: Fundamentals of Credit Analysis
POSTPONED to Spring 2021 - dates to be determined | 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.
POSTPONED to Spring 2021 - dates to be determined | 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
POSTPONED to Spring 2021 - dates to be determined | 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.
POSTPONED to Spring 2021 - dates to be determined | 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
POSTPONED to Spring 2021 - dates to be determined | 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.
POSTPONED to Spring 2021 - dates to be determined | 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
March - June 2021 | Wilsonville Holiday Inn
The Northwest Bank Operations School will be held March – June, 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.
March - June 2021 | Wilsonville Holiday Inn
The Northwest Bank Operations School will be held March – June, 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.
Executive Development Program
January - November, 2020 | Portland, OR
This program is designed for bankers who want to proactively direct their own careers and in whom banks want to invest. It appeals to critical thinkers who want to challenge their understanding of the banking industry and who are eager to learn and share their newly discovered knowledge in better serving their organizations.
January - November, 2020 | Portland, OR
This program is designed for bankers who want to proactively direct their own careers and in whom banks want to invest. It appeals to critical thinkers who want to challenge their understanding of the banking industry and who are eager to learn and share their newly discovered knowledge in better serving their organizations.
Commercial Lending Boot Camp
POSTPONED to Spring 2021 - dates to be determined
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.
POSTPONED to Spring 2021 - dates to be determined
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.
Advanced Commercial Lending School
POSTPONED to Spring 2021 - 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.
POSTPONED to Spring 2021 - 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.
Banking Fundamentals
POSTPONED to Spring 2021 - dates to be determined
Whether new to banking or looking for a refresher course, the program provides bank personnel at all levels with the foundation of banking. This innovative course is designed to provide you the tools and knowledge you need to succeed in your role within the banking industry.
POSTPONED to Spring 2021 - dates to be determined
Whether new to banking or looking for a refresher course, the program provides bank personnel at all levels with the foundation of banking. This innovative course is designed to provide you the tools and knowledge you need to succeed in your role within the banking industry.
OBA Endorsed Training
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Cannon Financial Institute
For over fifty years Cannon has developed, designed and executed performance improvement programs. These programs serve to support financial institutions, their staff, and the clients and communities they serve. Individual Solutions Enterprise Solutions Online Consulting & Design Estate Planning Teleconference Designations |
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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
Education & Human Resources Conference
September 15 - 16, 2020 | Virtual Event
The 2020 OBA & WBA Education/Human Resources Conference is moving to virtual! Dr. Coyte Cooper will serve as our virtual event MC, as well as provide the keynote presentation where he will outline powerful habits designed to flip the script on prominent barriers like fear, negative noise, and uncertainty to drive performance in your career as well as key areas of your life. The agenda also features breakout sessions for those in training and human resources covering topics such as a legal update, learning with a lean budget, and more!
September 15 - 16, 2020 | Virtual Event
The 2020 OBA & WBA Education/Human Resources Conference is moving to virtual! Dr. Coyte Cooper will serve as our virtual event MC, as well as provide the keynote presentation where he will outline powerful habits designed to flip the script on prominent barriers like fear, negative noise, and uncertainty to drive performance in your career as well as key areas of your life. The agenda also features breakout sessions for those in training and human resources covering topics such as a legal update, learning with a lean budget, and more!
Northwest Compliance Conference
October 15, 2020 | Virtual Event
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.
October 15, 2020 | Virtual Event
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.
Northwest Agricultural Bankers Conference
October 27, 2020 | Virtual Event
Co-sponsored with the Idaho and Washington Bankers Association, this conference is dedicated to supporting and promoting the agricultural banking industry in Idaho, Oregon, and Washington. If you have questions in the meantime please feel free to contact Jeni Hall at jhall@idahobankers.org or (208) 506-7046.
October 27, 2020 | Virtual Event
Co-sponsored with the Idaho and Washington Bankers Association, this conference is dedicated to supporting and promoting the agricultural banking industry in Idaho, Oregon, and Washington. If you have questions in the meantime please feel free to contact Jeni Hall at jhall@idahobankers.org or (208) 506-7046.
Women in Banking Conference
October 29-30, 2020 | Virtual Event
Join bankers from Oregon and Washington for the co-sponsored 2020 Women in Banking Conference on October 30, now in a virtual format! This event will focus on leadership, industry updates, and provide networking opportunities for men and women across both states.
October 29-30, 2020 | Virtual Event
Join bankers from Oregon and Washington for the co-sponsored 2020 Women in Banking Conference on October 30, now in a virtual format! This event will focus on leadership, industry updates, and provide networking opportunities for men and women across both states.
Virtual Fintech Conference
November 5, 2020 | Virtual Event
Co-sponsored with the Washington Bankers Association, this continually-changing area of the banking industry has evolved even more due to the global pandemic. It has never been more critical for banks to understand the opportunities and options available. Join us on November 5 for this inaugural event. The agenda will feature industry experts leading facilitated discussions about important information you and your bank need to know about the future of fintech.
November 5, 2020 | Virtual Event
Co-sponsored with the Washington Bankers Association, this continually-changing area of the banking industry has evolved even more due to the global pandemic. It has never been more critical for banks to understand the opportunities and options available. Join us on November 5 for this inaugural event. The agenda will feature industry experts leading facilitated discussions about important information you and your bank need to know about the future of fintech.
Co-Sponsored Workshops/Programs
Asset Liability Management Program
September - November 2020 | Virtual Sessions
Co-sponsored with the Washington Bankers Association, this program was designed to help bankers understand the ALM process. The program will cover the basics of ALCO processes, ALM, and how it relates to enterprise risk management, liquidity risk, and more. This program will be held virtually, using an interactive and engaging platform to encourage student interaction with instructors.
September - November 2020 | Virtual Sessions
Co-sponsored with the Washington Bankers Association, this program was designed to help bankers understand the ALM process. The program will cover the basics of ALCO processes, ALM, and how it relates to enterprise risk management, liquidity risk, and more. This program will be held virtually, using an interactive and engaging platform to encourage student interaction with instructors.
Credit Analyst Development Program
September - November 2020 | Virtual Sessions
Co-sponsored with the Washington Bankers Association, this program will help credit analysts, credit officers, commercial loan officers and anyone in the credit department build new skills and knowledge to tackle new career goals. Participants will learn about: the role of a credit analyst; basic financial analysis tools; how to read and understand personal and business tax returns in regard to credit, loan structure, and documentation; compliance; and the basics of C&I lending and CRE lending.
September - November 2020 | Virtual Sessions
Co-sponsored with the Washington Bankers Association, this program will help credit analysts, credit officers, commercial loan officers and anyone in the credit department build new skills and knowledge to tackle new career goals. Participants will learn about: the role of a credit analyst; basic financial analysis tools; how to read and understand personal and business tax returns in regard to credit, loan structure, and documentation; compliance; and the basics of C&I lending and CRE lending.
Loan Review Certification
August - October 2020 | Virtual Sessions
Managing risk within the bank requires understanding of the many ways risk impacts day-to-day activities. The virtual Executive Risk Management Development Program is designed to do exactly that – help banks cultivate their risk management program and employees. Redesigned for a virtual format, the Executive Risk Management Development Program will help banks alleviate risk concerns by growing employees for the next level of their careers. Co-sponsored with the Washington Bankers Association, this program is ideal for any banker seeking to develop their understanding of managing risk related to asset quality, earnings, liquidity, governance, and compliance.
August - October 2020 | Virtual Sessions
Managing risk within the bank requires understanding of the many ways risk impacts day-to-day activities. The virtual Executive Risk Management Development Program is designed to do exactly that – help banks cultivate their risk management program and employees. Redesigned for a virtual format, the Executive Risk Management Development Program will help banks alleviate risk concerns by growing employees for the next level of their careers. Co-sponsored with the Washington Bankers Association, this program is ideal for any banker seeking to develop their understanding of managing risk related to asset quality, earnings, liquidity, governance, and compliance.
Executive Risk Management Development Program
November 2020 - February 2021 | Virtual Sessions
Managing risk within the bank requires understanding of the many ways risk impacts day-to-day activities. Co-sponsored with the Washington Bankers Association, this virtual Executive Risk Management Development Program is designed to do exactly that – help banks cultivate their risk management program and employees. Redesigned for a virtual format, the Executive Risk Management Development Program will help banks alleviate risk concerns by growing employees for the next level of their careers. This program is ideal for any banker seeking to develop their understanding of managing risk related to asset quality, earnings, liquidity, governance, and compliance.
November 2020 - February 2021 | Virtual Sessions
Managing risk within the bank requires understanding of the many ways risk impacts day-to-day activities. Co-sponsored with the Washington Bankers Association, this virtual Executive Risk Management Development Program is designed to do exactly that – help banks cultivate their risk management program and employees. Redesigned for a virtual format, the Executive Risk Management Development Program will help banks alleviate risk concerns by growing employees for the next level of their careers. This program is ideal for any banker seeking to develop their understanding of managing risk related to asset quality, earnings, liquidity, governance, and compliance.
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.
