2008 IBA Management Conference
The 2008 IBA Management Conference offers two days of networking and educational opportunities designed to help you succeed in today’s increasingly competitive bank environment. The conference includes sessions on strategic planning, technology, the economy, staff compensation and more.
Plan to attend February 6-7, 2008 at Embassy Suites on the River in Des Moines. The first day will feature the IBA and IBIS annual meeting, a review of the past year. Membership input is encouraged. Conference registration is not required to attend.
The Legislative Reception will be February 6, from 4:30 - 6:30 p.m. Come to network with your legislators and to discuss issues of concern regarding your bank and community. We ask that you extend a personal invitation to your legislators.
For more information, contact the IBA’s Ann Winkel at 800.532.1423 or email awinkel@iowabankers.com. Registration materials are available in this week’s edition of Extras or online at www.iowabankers.com.
2008 IRA Essentials & Beyond the Essentials
The IBA will offer several IRA seminars designed to educate those new to IRAs as well as experienced bankers.
IRA Essentials offers a learning experience for individuals who are new to IRAs and for those looking for a general IRA refresher. Attend any of the three sessions: February 26 in Storm Lake, February 27 in Johnston or February 28 in Cedar Rapids.
2008 Beyond the Essentials: Moving IRA Assets provides detailed information on complex IRA portability issues. Individuals attending this seminar will learn more than just the basics of moving IRA assets. Attend any of the three sessions: March 11 in Storm Lake, March 12 in Johnston or March 13 in Cedar Rapids.
For more information, contact the IBA’s Pam Peterson at 800.532.1423 or email pampeterson@iowabankers.com. Registration materials are available in this week’s edition of Extras or online at www.iowabankers.com.
Frontline Deposit Compliance Web Seminar Series
Compliance is everybody’s job. On the frontline it affects every function everyday. Whether you are working the teller line, opening a new account or fielding customer questions about products and services, knowing the “who”, “what”, “when” “how” and “why” of compliance can make all the difference to you and your customers. Join our presenter Laura Wilson for one or both of these fast paced, informative programs. Each part stands on it own.
Part I - February 5, 2008
Required Disclosures at Account Opening
Disclosures are reviewed in detail. The model disclosure clauses provided in each regulation are used to explain the content of each disclosure.
Part II - February 8, 2008
Frequently Asked Questions & Common Errors
Part two covers everything from common account titling and TIN combination mistakes to Fair Credit Report Act requirements (e.g. ChexSystems, TeleCheck, credit reporting agency, etc.).
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