Foundations of Banking School

The Foundations 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 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 for comprehensive bank training. 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 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 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 24, 2023. 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
Topics:

  • 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, December 4, 2023 at the Kentucky Society CPA's, 1735 Alliant Ave, Louisville. Classes will begin immediately following check-in. All classes will be held at Kentucky Society CPA's. Classes will begin at 9:00 am and end at 5 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
Lunch will be served at the Kentucky Society CPA's. Participants will be on their own for dinner each evening.
Lodging will be provided at the Holiday Inn Express & Suites, 1520 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 24, 2023 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.

If you are not a KBA member, please contact Paula Cross at pcross@kybanks.com or 502-736-1276 for the possibility of attending at a non-member rate.

Event brochure

When
12/4/2023 - 12/8/2023
Where
Kentucky Society of CPA's 1735 Alliant Avenue Louisville, KY 40299
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About the Speaker(s)

SpeakerBlock
Mr. Terry L. Bunnell
Mr. Terry L. Bunnell
The Peoples Bank of Marion

Chairman, President and CEO of The Peoples Bank. I have been in banking for 39 years. I am a very active member in the community holding offices as President of the Barren County Family YMCA, treasurer of the Glasgow Lion Club, Chairman of the Glasgow-Barren County Community Foundation, board member of the Kentucky Real Estate Appraisers Board, board member of the Kentucky Department of Financial Institutions, and Chairman of the Crittenden County Economic Development Corporation. Also, I am involved in various tennis organizations throughout the state of Kentucky.
Mr. Terry L. Bunnell
Mr. Terry L. Bunnell
The Peoples Bank of Marion
Chairman, President and CEO of The Peoples Bank. I have been in banking for 39 years. I am a very active member in the community holding offices as President of the Barren County Family YMCA, treasurer of the Glasgow Lion Club, Chairman of the Glasgow-Barren County Community Foundation, board member of the Kentucky Real Estate Appraisers Board, board member of the Kentucky Department of Financial Institutions, and Chairman of the Crittenden County Economic Development Corporation. Also, I am involved in various tennis organizations throughout the state of Kentucky.BUNNELL, TERRY
Ms. Abigail J. Lillge
Ms. Abigail J. Lillge
Federal Reserve Bank of St. Louis

Abigail Lillge is a Supervisory Examiner on the Safety and Soundness Supervision team at the Federal Reserve Bank of St. Louis. Current responsibilities include safety and soundness supervision of community banks and bank holding companies in Western Kentucky, Southern Indiana, and Southern Illinois. Abigail joined the St. Louis Federal Reserve Bank in June 2013, working in both community bank and regional bank supervision throughout her tenure. She has completed a Bachelor of Science in Business Economics from Southeast Missouri State University in Cape Girardeau, Missouri, as well as a Master of Business Administration from the University of Mississippi in Oxford, Mississippi.
Ms. Abigail J. Lillge
Ms. Abigail J. Lillge
Federal Reserve Bank of St. Louis
Abigail Lillge is a Supervisory Examiner on the Safety and Soundness Supervision team at the Federal Reserve Bank of St. Louis. Current responsibilities include safety and soundness supervision of community banks and bank holding companies in Western Kentucky, Southern Indiana, and Southern Illinois. Abigail joined the St. Louis Federal Reserve Bank in June 2013, working in both community bank and regional bank supervision throughout her tenure. She has completed a Bachelor of Science in Business Economics from Southeast Missouri State University in Cape Girardeau, Missouri, as well as a Master of Business Administration from the University of Mississippi in Oxford, Mississippi.LILLGE, ABIGAIL
Mr. Cody Noell
Mr. Cody Noell
First National Bank of Kentucky

Mr. Cody Noell
Mr. Cody Noell
First National Bank of Kentucky
 NOELL, CODY
Dr. Dianna Preece, DBA
Dr. Dianna Preece, DBA
University of Louisville

Dianna has been a professor of Finance in the College of Business for nearly 30 years. Dianna teaches in several banking schools including the American Bankers Association Business of Banking schools as well as the Kentucky's General Banking School and the Foundations of Banking School (formerly The Essentials of Banking School) and the Iowa School of Banking. She also taught for several years at the Graduate School of Banking of the South at LSU. Dianna has published articles in several journals including the Journal of Banking and Finance and Financial Review. She has served as a faculty representative on the University of Louisville’s University Club’s Board for three years. She currently serves on the board of directors of the Southern Finance Association.
Dr. Dianna Preece, DBA
Dr. Dianna Preece, DBA
University of Louisville
Dianna has been a professor of Finance in the College of Business for nearly 30 years. Dianna teaches in several banking schools including the American Bankers Association Business of Banking schools as well as the Kentucky's General Banking School and the Foundations of Banking School (formerly The Essentials of Banking School) and the Iowa School of Banking. She also taught for several years at the Graduate School of Banking of the South at LSU. Dianna has published articles in several journals including the Journal of Banking and Finance and Financial Review. She has served as a faculty representative on the University of Louisville’s University Club’s Board for three years. She currently serves on the board of directors of the Southern Finance Association.PREECE, DIANNA
Education Alliance Cancellation Policy
Substitutions are always welcome and encouraged. All cancellations and substitutions request must be submitted in writing prior to the event.

KBA Seminar Registrations can cancel 30 days prior to the event date and receive a full refund. Cancellations received between 29 days and 10 days prior to the event will be charged a $50 processing fee. There will be no refund for cancellations received less than 10 days prior to the event.

KBA Schools Applicants can withdraw from a KBA School 10 days prior to the 1st day of the school for a refund minus a $150 cancellation fee. There is no refund if an applicant withdraws after the deadline or if applicant 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.