School of Banking

The Foundation on Which Successful Banking Careers Are Built

Ideal for bankers beginning their careers, the School of Banking examines the primary areas of banking, including: bank environment, finance, leadership, technology and more.


Director: Peter Ort
Assistant Director:TBD
Sunday, June 6, 2027
12:45 - 1:15 p.m.              Registration
1:15 - 1:45 p.m.              Orientation & ROI Intro
1:45 - 2:45 p.m.              Leading Teams
2:45 - 3 p.m. BREAK 
3 - 4:30 p.m.              The Banking System & Role of the Federal Reserve      
4:30 p.m.              Room Check-In         
5 p.m. Dinner on Your Own

Monday, June 7, 2027
8 - 8:55 a.m.              Economics 101
9 - 10 a.m.              Presentations Made Easy
10 - 10:15 a.m.              BREAK             
10:15 a.m. - Noon Intro to Bank Financial Statements 
12 - 1p.m. LUNCH
1 - 2:30 p.m.              Intro to Asset/Liability Management     
2:30 - 2:45 p.m.              BREAK
2:45 - 4 p.m. Fraud/ERM     
4 - 4:15 p.m. BREAK
4:15 - 5:30 p.m.               Loan Operations
5:30 - 6 p.m. Wrap-Up & Exam Review
6 - 7:15 p.m. Welcome BBQ w/ School of Commercial Lending

Tuesday, June 8, 2027
8 - 9:15 a.m. Marketing 101      
9:15 - 9:30 a.m.  BREAK
9:30 - 11 a.m.  Intro to Treasury Management w/ Case Study
11 - 11:15 a.m. BREAK
11:15 a.m. - 12:15 p.m. Overview of Consumer Lending   
12:15 - 1:15 p.m. LUNCH
1:15 - 3:15 p.m. Leadership 101 & Empathy in the Workplace 
3:15 - 3:30 p.m.              BREAK
3:30 - 4:25 p.m.              Compliance Overview    
4:30 - 5:30 p.m.              BSA/AML Overview
5:30 - 6 p.m. Wrap-Up & Exam Review
6 p.m. Dinner on Your Own 

Wednesday, June 9, 2027
8 - 10 a.m. Commercial Lending at Community Banks       
10 - 10:15 a.m. BREAK
10:15 - 11:15 a.m. Deposit Operations
11:15 a.m. - 12:15 p.m. Branch Operations
12:15 - 1:15 p.m. LUNCH 
1:15 - 3:15 p.m. Technology's Role in Banking Today 
3:15 - 3:30 p.m. BREAK
3:30 - 5:30 p.m. Relationship Sales   
5:30 - 6 p.m. Wrap-Up & Exam Review
6 p.m.  Dinner on Your Own

Thursday, June 10, 2027
8 - 9:30 a.m. Financial Services Speed Round    
9:35 - 10:30 a.m. Navigating Your Banking Career
10:30 - 10:45 a.m.  BREAK
10:45 a.m. - 12 p.m. ROI Presentations          
12 p.m. Wrap-Up & Adjournment w/ Boxed Lunch
   
*schedule subject to change

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Dates:
June 6-10, 2027
Penn Stater Conference Center
State College, Pa.

Cost:
Member Banker: $3,250
Affiliate Member: $3,750
Non-Member Banker: $4,875






Contact:
Jackie Catalano
Vice President, Professional Development
(717) 255-6939
jcatalano@pabankers.com