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