Principles of Banking (9 week course via Zoom)

Louisiana Bankers Association is pleased to once again offer the ABA Principles of Banking course in a virtual format (9-week course via Zoom) beginning on Tuesday September 22 and ending Friday November 20. Each class is 9am-11am. Orientation will be held Friday September 18 from 9am-10am. See full list of class dates below. Course will include weekly chapter reading assignments, a midterm exam and a final exam.

Registration Fee & Registration Deadline

Member Fee: $495 (includes all 9 sessions and 12th edition Principles of Banking Textbook)
Non-Member Fee: $895 (includes all 9 sessions and 12th edition Principles of Banking Textbook)
Registration Deadline: For our planning purposes, please register by September 9, 2026.
*Participants must have the ability to speak using Zoom (either using computer microphone or dialed by phone). It is also highly recommended that all registered participants have the ability to use a webcam.

Overview

Click here for full brochure and agenda. This course will cover the following topics:

Overview of banking functions, competitors and future trends
Review of banking history including legislation, regulations and regulatory agencies
Breakdown of bank financials – income statement, balance sheet and bank performance metrics
Products and services – deposits, loans, financial planning, trust services and business banking
Digital banking – payment systems, online banking, mobile banking and remote capture
Enhancing customer relationships – bank involvement in the community, importance of cross-selling and relationship building as well as exceeding customer expectations
The safeguarding of banks, their employees and their customers – fraud, corporate governance, privacy and cybersecurity risks

Course Dates

Virtual Orientation - Friday September 18 from 9am-10am
Session 1/Chapter 1 - Tuesday September 22 from 9am-11am
Session 2/Chapter 2 - Friday October 2 from 9am-11am
Session 3/Chapter 3 - Friday October 9 from 9am-11am
Session 4/Chapter 4 and 5 and Midterm Review - Friday October 16 from 9am-11am
Midterm exam to be completed on Chapters 1-5 (Midterm Exam posted on 10/16 and will allow up to 1 week for completion)
Session 5/Chapter 6 - Tuesday October 20 from 9am-11am
Session 6/Chapter 7 - Friday October 30 from 9am-11am
Session 7/Chapter 8 - Friday November 6 from 9am-11am
Session 8/Chapter 9 - Friday November 13 from 9am-11am
Session 9/Chapter 10 and Final Exam Review - Friday November 20 from 9am-11am
Final Exam to be completed on Chapters 6-10 (Final Exam posted on 11/20 and will allow up to 1 week for completion

Instructors

Jake Guidry, Fidelity Bank and Michael Wilson, Caldwell Holding Company

Who Should Attend

Principles of Banking has direct applicability to a broad range of banking positions. This course will benefit:

New bankers needing a broad knowledge of the banking industry
Emerging bankers desiring a general understanding of the financial services industry
Seasoned bankers asking to gain a broader understanding of the banking industry
Bank attorneys looking for an overview of the banking industry
Any banker who would benefit from an understanding of the changing world of financial services

Cancellation Policy

The price of this program is inclusive of all 9 sessions. If you must cancel your registration, please do so by September 9, 2026 to avoid a $250 cancellation fee. Once the course begins, substitutions will not be allowed.

Event Details

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