PROGRAM INFORMATION

We are partnering with SBS CyberSecurity to bring our members a special launch of the Certified Banking Security Manager virtual training. This certification is self-paced, with a launch date of July 14. Attendees will be given a roster of all participants to allow for peer discussion and networking while taking the course. Total allowed time to complete the course is 10 weeks and culminates with an exam to achieve the certification.

Click HERE to watch a short video from the instructor for a more detailed description of the course.

SBS’s certified advantage helps you develop an entire information security program framework to take back to your institution. After competing this program, attendees will understand how to successfully implement and manage each component of the information security program, and their knowledge of layered security programs will be boosted. Attendees will gain confidence in their decision making after learning comprehensive cybersecurity knowledge. In addition, they will dive into FFIEC cybersecurity guidelines.

Specific topics include:

• U.S. Information Security Laws and Regulations
• Information Security Program Components
• Security & Awareness Programs
• IT Audit
• Social Engineering
• Preparing for IT Examinations
• Running Effective IT & Audit Committees

This program should be attended by managers, ISOs, security officers, auditors, operations officers, IT managers, and anyone in compliance. 

SPEAKER INFORMATION

Chad Knutson – President, CISO and Partner, SBS CyberSecurity 

Chad Knutson is the president, CISO, and partner of SBS CyberSecurity, a premier cybersecurity consulting and audit firm dedicated to making a positive impact on the banking and financial services industry, and has served as president of the SBS Institute from 2013-2019. Chad maintains his CISSP, CISA, and CRISC certifications, and received his Bachelor of Science in Computer Information Systems and his Master of Science in Information Assurance from Dakota State University.

Chad is dedicated to educating industry professionals about cybersecurity. While consulting with financial institutions, he saw the need to empower employees to be better prepared to confidently handle cybersecurity threats, create and manage strong information security programs, and understand ever-changing regulations at their institution. He was a driving force in the development of the SBS Institute certification program, which is uniquely designed to serve the banking industry by providing banking-specific, role-based certifications cyber education.

Join your friends at the North Carolina School of Banking at the Raleigh Crabtree Valley Marriott for a networking happy hour! There is no fee to attend, but attendees are responsible for their own drinks.

The safety of our members is our highest priority. This program will take place as scheduled, and will be converted into a webinar format depending on CDC and NCDHHS guidelines. In-person seating is limited, and attendees will be required to adhere to NCBA COVID policies.

There is a virtual participation option for this program.

PROGRAM INFORMATION

The Intermediate Commercial Lending class focuses on operating companies, specifically the balance sheet and its effect on the cash flow statements. Students will learn sources and uses, the cash cycle, and help determine the line of credit needs. Also covered are borrower due diligence questions and covenants appropriate for operating companies.

Specific topics will include:

• Advanced Cash Flow Analysis
• Identifying the Loan Purpose
• Proper Loan Structures
• Asset Conversion
• Asset Based Lines of Credit
• Borrower Due Diligence

Any participant focused on operating companies should attend this course. The training will dive deep into balance sheet lending and will include discussions and cases centered on UCA Cash Flow analysis.

SPEAKER INFORMATION

Andy Nenni – Chief Credit Officer, Movement Bank

Andy Nenni has been providing training and coaching for bankers involved in consumer and commercial lending and has created custom training programs for banking associations and financial institutions. Courses include improving sales, consumer lending basics, performing real estate evaluations, and beginner through advanced C&I and CRE underwriting skills. Andy weaves over fifteen years of banking experiences and stories into each class and uses real world examples to reinforce concepts and entertain attendees. He has served as a Personal Banker, Credit Analyst, Commercial Lender, and Chief Credit Officer in community and national banks. Andy earned a Bachelor of Science in Accounting at Kansas State University and a Masters of Business Administration at East Carolina University.

LODGING INFORMATION

The NCBA has secured a corporate rate at the Raleigh North Hills Hilton, which is $182/night. To make a reservation at this discounted rate, please use the link below. The hotel is two miles away from the NCBA.

Book your corporate rate for the NC Bankers Association

Join your fellow Young Bankers for some cold beverages and good conversation! We’ll be gathering at the Sierra Nevada Brewing Co. in Asheville for a networking happy hour. There is no fee to attend, but attendees are responsible for their own drinks.

Registration Will Open on July 1

The safety of our members is our highest priority. This program will take place as scheduled, and will be converted to solely a webinar format depending on CDC and NCDHHS guidelines. Registrants can elect to attend in-person or virtually. In-person seating is limited to 20 registrants (first come, first served basis) and attendees will be required to adhere to NCBA and hotel COVID-19 policies. 

PROGRAM INFORMATION

The workshop is designed to prepare bankers who accept consumer loan requests to analyze the typical metrics used to approve these requests. Instructor Andy Nenni will provide an overview of the consumer lending environment and how lenders should consider credit scores, loan-to-value, and debt-to-income when assessing loan decisions. Discussions will also include mitigating issues with repayment history and higher than acceptable debt loads. Participants will be guided through case studies to reinforce concepts.

Learning objectives include:

• Brief overview of consumer lending regulations
• Describe typical loan products, terms, and advance rates
• Review credit bureau reports
• Analyze a personal financial statement
• Identify repayment sources using stated income, paystubs, and tax returns including a brief introduction to self-employed borrowers

This program should be attended by lending staff seeking an introductory understanding of consumer credit. The course will benefit lenders with loan authority and lenders operating in a centralized lending environment.

SPEAKER INFORMATION

Andy Nenni – Chief Credit Officer, Movement Bank

Andy Nenni has been providing training and coaching for bankers involved in consumer and commercial lending and has created custom training programs for banking associations and financial institutions. Courses include improving sales, consumer lending basics, performing real estate evaluations, and beginner through advanced C&I and CRE underwriting skills. Andy weaves over fifteen years of banking experiences and stories into each class and uses real world examples to reinforce concepts and entertain attendees. He has served as a Personal Banker, Credit Analyst, Commercial Lender, and Chief Credit Officer in community and national banks. Andy earned a Bachelor of Science in Accounting at Kansas State University and a Masters of Business Administration at East Carolina University.

LODGING INFORMATION

The NCBA has secured a corporate rate at the Raleigh North Hills Hilton, which is $182/night. To make a reservation at this discounted rate, please use the link below. The hotel is located two miles away from the NCBA.

Book your corporate rate for the NC Bankers Association