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.

The School of Banking has been approved for the following credits: 19 CRCM, 9.75 CERP, 3.5 CTFA, 2.75 CAFP, 1.75 CFMP and 30 CPE (26.5 CPE Specialized Knowledge & Applications, 4.5 Accounting & Auditing) credits.
Director: Kimberly (Kim) Bubb
Assistant Director: Angela Meyer
Sunday, June 8, 2025
12:45 - 1:15 p.m.              Registration
1:15 - 1:45 p.m.              Orientation & ROI Intro
1:45 - 2:45 p.m.              Team Building - Pat Noel
2:45 - 3 p.m. BREAK 
3 - 4 p.m.              The Banking System & Role of the Federal Reserve - Jim Clarke             
4 - 5 p.m. Intro to Bank Financial Statements - Jim Clarke
5 p.m.              Room Check-In         
6 p.m. Dinner on Your Own

Monday, June 9, 2025
8 - 8:55 a.m.              Economics 101 - Mekael Teshome
9 - 10 a.m.              Presentations Made Easy - Pat Noel
10 - 10:15 a.m.              BREAK             
10:15 a.m. - 12:15 p.m. Introduction to Bank Financial Statements (con't) - Jim Clarke
12:15 - 1:15 p.m. LUNCH
1:15 - 2:45 p.m.              Introduction to Asset/Liability Management - Jim Clarke           
2:45 - 3 p.m.              BREAK
3 - 4:10 p.m. Fraud/ERM - Kevin Dodds     
4:15 - 5:30 p.m.               Business Ethics & Critical Thinking - Raymond Learn     
5:30 - 6 p.m. Wrap-Up & Exam Review
6 - 7:15 p.m. Welcome BBQ w/ School of Commercial Lending

Tuesday, June 10, 2025
8 - 9:25 a.m. Marketing 101 - LeeAnn Gephart           
9:30 - 11 a.m.  Intro to Treasury Management - Mike Jaeger
11 - 11:15 a.m. BREAK
11:15 a.m. - 12:15 p.m. Overview of Consumer Lending - Adam Unrue    
12:15 - 1:15 p.m. LUNCH
1:15 - 3:15 p.m. Technology's Role in Banking Today - Andrew Linn
3:15 - 3:30 p.m.              BREAK
3:30 - 4:25 p.m.              Compliance Overview - Linda Senft       
4:30 - 5:30 p.m.              BSA/AML Overview - Lisa Lopez
5:30 - 6 p.m. Wrap-Up & Exam Review
6 p.m. Dinner on Your Own 

Wednesday, June 11, 2025
8 - 10 a.m. Commercial Lending at Community Banks - Dick Grafmyre            
10 - 10:15 a.m. BREAK
10:15 - 11:10 a.m. Deposit Operations - Aubery Guzzo
11:15 a.m. - 12:15 p.m. Branch Operations - Aubery Guzzo
12:15 - 1:15 p.m. LUNCH 
1:15 - 3:15 p.m. Leadership 101 & Empathy in the Workplace - Jamie Campbell
3:15 - 3:30 p.m. BREAK
3:30 - 5:30 p.m. Relationship Sales - Ed Martel           
5:30 - 6 p.m. Wrap-Up & Exam Review
6 p.m.  Dinner on Your Own

Thursday, June 12, 2025
8 - 8:55 a.m. Intro to Wealth Management & Financial Services - Mark Renzini         
9 - 9:30 a.m.  Your Voice on Capitol Hill - PA Bankers Rep.     
9:35 - 10:30 a.m. Moving Your Career Forward - Becky Stapleton   
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 8 - 12, 2025
Penn Stater Conference Center
State College, Pa.

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








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