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 25, 2024. 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 
Bank Simulation

General Information
Check In & Materials Bankers will check-in the first day of the school program, Monday, December 2, 2024 at the Unified Technologies Training Center, 11500 Blankenbaker Access Drive, Louisville. Classes will begin immediately following check-in. All classes will be held at Unified Technologies Training Center. 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 Unified Technologies Training Center. 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 25, 2024 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.

Event Brochure

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.
When
12/2/2024 - 12/6/2024
Where
Unified Technologies Training Room 11500 Blankenbaker Access Drive Louisville, KY 40299
Registration
Sign in or create an account to register

Sign In

About the Speaker(s)



Mr. John R. Davis
Davis Family Ventures, LLC

John R. Davis is presently a consultant with the Kentucky Department of Financial Institutions primary serving as a bank examiner. From September 2012 to May 2023, Mr. Davis was an Executive Vice President of Limestone Bank, Louisville, Kentucky, serving as its Chief Credit Officer and Sr. Director of Risk Management. He previously served as Executive Vice President and Chief Credit Officer of American Founders Bank, Inc. of Lexington. Before joining American Founders in 2005, he served for 17 years in various commercial lending and credit administration positions of increasing authority with National City Bank. Mr. Davis earned his bachelor’s degree in business administration from the University of Louisville, an MBA from Bellarmine University and is a graduate of the Stonier Graduate School of Banking.




Mr. Cody Noell
Community Trust Bank, Inc.

Cody Noell is the Commercial Loan Officer Assistant / Business Development Officer of Community Trust Bank, Northern Kentucky Market. During his banking career he has held numerous leadership and development roles in the community banking industry. In 2023, Cody was one of the recipients chosen for the KBA Emerging Leadership Program. This program was designed to find and develop future financial leaders in Kentucky through specific and comprehensive banking and community related activities. He is also very active and involved in his community, he has served as the former President of the Gallatin County Chamber of Commerce, Board Member of the local Tourism Commission, and volunteers and supports the local Food Pantry. Among his achievements he also holds certifications in General Banking Studies, Commercial Lending, and Consumer Lending. Noell also has an associate degree from Gateway Community & Technical College in Business Administration and is actively pursuing his bachelor's degree at the University of the Cumberland’s in General Business Studies.




Mr. Allen North
Federal Reserve Bank of St. Louis

Allen North is Vice President in the Banking Supervision Division of the Federal Reserve Bank of St. Louis, currently overseeing the Safety and Soundness supervision for community banks and bank holding companies, the District’s IT and Trust supervision activities, including the interagency supervision of three significant service providers. During his career at the Fed, he has held a number of leadership roles within the Division primarily focusing on community and regional banking. North has led or participated in numerous interagency, System and local Reserve Bank initiatives, and currently serves as the District’s representative on the Federal Reserve System’s Community Banking Organization Management Group, Risk Council, and Field Automation Business Oversight Group. In addition to his broad regulatory experience, he has industry experience working in consulting, lending and special assets. North graduated with honors from Murray State University in 1993 with a bachelor’s degree in business administration, and earned a Federal Reserve System examiner commission in 1997.




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.


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.