Foundations of Banking School (Former Essentials of Banking)

The Foundations of Banking School (Formerly The Essentials of Banking School) curriculum “walks” the banker through the bank using the balance sheet and income statement as the guides for understanding bank profitability. Several additional components have been added to the curriculum to enhance an individual’s grasp of the material and to strengthen their ability to interact and relate to their peers, employer and the organization. This innovative curriculum was developed especially for Kentucky bankers.

Who Should Attend
The Foundations of Banking School (Formerly The Essentials of Banking School) is designed specifically for:

The New Bank Employee

This individual may have a college background. However, they are new to the industry and will benefit from a program that introduces them to banking from a practical perspective.

The Experienced Bank Employee

This individual is someone who has been with the bank for several years and has not had the time or opportunity to take advantage of banking education programs, AIB or college related courses. This individual knows his or her job well but may lack knowledge of how the whole bank and financial system interact.

The Bank Employee On A Career Track

This individual is someone who plans to attend the KBA advanced General Banking School but needs the prerequisite training courses in Accounting, Money and Banking, or Banking Fundamentals. Successful completion of the The Foundations of Banking School (Formerly The Essentials of Banking School) satisfies these prerequisite requirements.

Benefits of Attending
The curriculum consists of practical classroom sessions and experience with a computer-generated bank simulation. Through this hands-on practical training, bankers will gain:
  • An increased understanding and appreciation of all functions within the bank, allowing participants to contribute more effectively to their bank.
  • An understanding of banking’s role in the financial services industry.
  • The opportunity to expand skills and knowledge beyond on-the-job training as preparation for additional responsibilities.
  • An excellent foundation for bank continuing education.
The benefit of attending the Foundations of Banking School (Formerly The Essentials of Banking School) is that the school serves as a prerequisite for the advanced curriculum of the General Banking School.

Registration Requirements
First priority for registration is given to members of the Kentucky Bankers Association (KBA). Applicants are accepted on a first come, first served basis. To apply, submit an application to the KBA by November 20, 2020. If an applicant suffers from any disabilities that might influence his or her participation in the school, please enclose a brief letter with the application.

To successfully complete the required course of study and graduate from the school, the following requirements must be met. Participants must:
  • Attend all classes
  • Complete all assignments
  • Participate in all school activities
  • Participate in all exams and achieve a passing grade

The Curriculum


    • The Balance Sheet & Income Statement - Establishing a Perspective
    • Bank Balance Sheet Financial Analysis
    • Measuring, Evaluating & Analyzing Performance
    • Electives
    • Bank Simulation

    General Information

    Check In & Materials
    Bankers will check-in the first day of the school program, Monday, November 30, 2020 at the Indiana Wesleyan University, 1500 Alliant Ave, Louisville. Classes will begin immediately following check-in. All classes will be held at Indiana Wesleyan University. Classes will begin at 9:00 am and end at 6 pm each day with the exception of Monday.

    Curriculum materials will be distributed the first day of class. Participants should bring their own calculator and supplies for taking notes during class. If you have a laptop or IPad available, please bring with you.

    Housing & Meals
    A box lunch will be served at the Indiana Wesleyan. Participants will be on their own for dinner each evening.

    Lodging will be provided at the Holiday Inn Express & Suites, 1620 Alliant Ave, Louisville, Kentucky. The tuition includes lodging Monday through Thursday nights. Roommates will not be assigned. If a registrant prefers to share a room please contact Paula Cross with the information.

    Applicants withdrawing before November 20, 2020 will be refunded all fees except a $150 cancellation fee. There is no refund if an applicant withdraws after the deadline or fails to attend the school, with the exception of extenuating circumstances. Due to commitments and expenses we cannot reverse, such as: handouts, food, beverages, room rentals, speaker fees, etc.; even extenuating circumstances will require partial refunds because of these expenses. Substitutions are welcome. Refund requests must be submitted in writing/email to the KBA.
  • When
    11/30/2020 - 12/4/2020
    Indiana Wesleyan University
    1500 Alliant Ave.
    Louisville, KY 40299

    About the Speaker(s)

     List View Contact
    Mr. Terry L. Bunnell
    Terry Bunnell
    The Peoples Bank of Marion
    Ms. Audrey Lillpop
    Audrey Lillpop
    Limestone Bank
    Mr. Allen North
    Allen North
    Federal Reserve Bank of St. Louis
    Dr. Dianna  Preece, DBA
    Dianna Preece
    University of Louisville

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