CBAO University Training by Topic Lending

CBAO University has been approved to provide CPE credits for attending seminars in the areas of compliance, internal audit, management, accounting, taxation, lending & personal development. Please refer to each brochure for the total amount of hours each seminar is approved for.
 
*List also applies to the Diploma Program Courses*

Email Dawn Hoover to register for a seminar/webcast
*Please include seminar name and bank contact information*
 
March 12 Line-by-Line  Analysis of the New Good Faith Estimate Webcast   
March 16 Commercial Real Estate Analysis CBAO
March 17 Reporting Your Credit Data, METRO2, E-OSCAR & FACTA Section 312 Accuracy and Integrity Compliance Deadline Webcast
March 17 Using Tax Returns & Cash Flow Analysis CBAO
March 18 The S.A.F.E Act: Lender Registration Webcast
March 18 Right of Setoff Webcast
March 18 Writing Policies for Loan Workouts & Collections Webcast
March 19 Officer Call Training CBAO
March 19 Line-by-Line Analysis of the HUD-1 Settlement Statement Webcast
March 25 What is that Personal Tax Return Telling Me? Schedules E & F Webcast
April 6 Review of Major Lending Regulations and Required Documentation CBAO
April 6 Compliance for Consumer Lending Webcast
April 7 Training the Credit Analyst CBAO
April 8 Introduction to Residential Mortgage Underwriting Webcast
April 14 12 Shoestring Sales & Marketing Ideas to Drive Results in 2010 Webcast
April 16 Appraising Commercial Property: What Lenders Must Know Now!  Webcast
April 20 Your Fair Lending Exam: What the Examiners Want Webcast
April 20 Coaching Your Way to a Winning Team and Winning Results Webcast
April 22 Lending to Small Businesses Webcast
April 27 Emerging Leader CBAO
April 27 Construction Lending Webcast
April 29 Agricultural Lending Update & Issues Webcast
May 4 Implementing a Community Bank Sales Process on a Shoestring CBAO
May 4 Calculating and Documenting the Allowance for Loans & Lease Losses Webcast
May 4 Machinery & Equipment Appraisals for Lenders Webcast
May 5 Home Valuation Code of Conduct Webcast
May 6 Assessing Risk Factors In Lending CBAO
May 6 Sales Process Basics Webcast
May 7 Restructuring Commercial Loans CBAO
May 10 Writing a Policy for FACT Act Risk-Based Pricing Regulations: Effective January 1, 2011 Webcast
May 11 Are You Accepting Proper Appraisals? Webcast
May 12 Bankruptcy for Creditors Webcast
May 13 Strengthening Your Bank's Loan Review Program Webcast
May 18 Advanced Bankruptcy Issues for Bankers Webcast
May 19 Creating Loyalty in the Small Business Customer Webcast
May 25 Reading & Understanding Consumer Credit Reports Webcast
May 26 ALLL/Loan Portfolio Management CBAO
June 2 Tax Return Review for Mortgage Decisions Webcast
June 2 Officer Calling: Prospecting, Preparing & Presentation Webcast
June 8 Global & Cash Flow Analysis CBAO
June 9 Managing the Appraisal Review Process CBAO
June 10 Regulatory Update for the Credit Analyst Webcast
June 10 Creating the Effective Sales Environment Webcast
June 15 The Lending Process: From Start to Finish Webcast
June 21-22 Commercial Lending School CBAO
June 24 Community Bank Advertising that Works Webcast
June 29 Emerging Leader CBAO
June 30 What is that Partnership or S Corporation Tax Return Telling Me? Webcast
July 22 Fundamentals of SBA Lending: Documenting, Closing & Funding the SBA Loan Webcast
July 22 We Don't Need Loans or Deposits - Now What?! Business Development Solutions for These Crazy Times Webcast
July 29 Residential & Commercial Foreclosures: Before, During & After Webcast
August 3 Effective Use of Credit Risk Ratings Webcast
August 5-6 Advanced Commercial Lending School CBAO
August 5 What is that Corporate Tax Return Telling Me? Webcast
August 12 UCC Issues: What Every Lender Should Know Webcast
August 12 Generation Y and Z - How We Can Attract and Land the Next Wealthy Generations Webcast
August 24 Emerging Leader CBAO
August 24 Avoiding Bank Liability in the Collection Process Webcast
September 1 Writing an Effective Credit Memorandum Webcast
September 8 Appraisal Review for Residential Mortgage Decisions Webcast
September 9 Profiling the Customer Without Pushing Webcast
September 16 Bankruptcy & Collection    CBAO
September 23 Key Ratio Analysis CBAO
September 23 Complying with the Fair Debt Collection Practices Act (FDCPA) for Consumers & Businesses Webcast
September 24 Loan Structure/Documentation CBAO
October 5 Commercial Loan Documentation Webcast
October 7 How to Use Business Resolutions and Authorizations to Protect Your Financial Institutions Webcast
October 13 Loan Origination Webcast
October 14 Build a Prospecting System for Calling Officers Webcast
October 21 Ratio Analysis to Determining Liquidity, Leverage, Asset Management Capability, Operations & Cash Flow Webcast
October 26 Emerging Leader CBAO
October 27 Assessing Individual Credit Worthiness CBAO
October 28 Getting Beyond the Numbers CBAO
October 28 Selling at Higher Margins Webcast
November 2 Writing an Effective Credit Memo CBAO
November 2 Home Equity Lines of Credit Webcast
November 3 Commercial Loan Documentation CBAO
December 1 Understanding Loan Structure CBAO
December 2 Loan Portfolio Management CBAO
December 2 Understanding the ALLL: Getting It Right! Webcast
December 7 Emerging Leader CBAO
December 8 Understanding Letters of Credit Webcast
December 9 Growing Loans and Deposits in Today's Economy Webcast

3.16-18.10

3.16-21.10

4.25-28.10

  • ICBA Washington Policy Summit - Washington, DC

5.3.10

  • FHLB Cincinnati Regional Stockholder Meeting - Lexington, KY

5.10.10

  • FHLB Cincinnati Regional Stockholder Meeting - Dayton, OH 

5.12.10

  • ODFI Banking Commission Meeting - Columbus, OH

5.17.10

  • FHLB Cincinnati Regional Stockholder Meeting - Canton, OH

5.20.10

  • CBAO Board and Committee Meetings - CBAO 

5.24.10

  • FHLB Cincinnati Regional Stockholder Meeting - Columbus, OH

5.31.10

  • Memorial Day - CBAO Offices Closed in Observance