2015 Spotlighter

Transcription

2015 Spotlighter

CFTEA—Your Key to Success!
Another Successful Year
for CFTEA Students!
Inside this issue:
The Spotligher is the annual CFTEA
newsletter to spotlight YOU, the CFTEA
students. YOU have had a truly successful
professional year with CFTEA as the key.
275 students were recognized as graduates
with 416 Diplomas and Certificates awarded.
44 students were designated as honor student
of our 2 or 3 credit classes. Fantastic Work!
So much commitment and hard work goes
into every program CFTEA students undertake
and CFTEA wants to recognize your accomplishments in our annual newsletter that is about YOU and
YOUR accomplishments.
Congratulations to all of the graduates and honor students
for unlocking your success with CFTEA!
We proudly spotlight the 2015 awards!
Other News:
CFTEA Webcourse Update! CFTEA has one year behind us with the GoToTraining Webcourse
platform and we couldn’t be happier with how it worked out for our Webcourse students and instructors!
If you haven't considered this format, NOW is the time! You participate in a live class from any computer
including a Mac, OR iPhone®, iPad®, Android® or Windows Phone® device via the GoToMeeting app.
as long as you have an Internet connection and audio availability! You get the benefits of a live instructor
and classmates with the convenience of an “at home” setting! Check out what students have to say and
our Fall 2015 Webcourses!
______________________________
CFTEA Has a Diploma or Certificate for YOU! We offer certificate programs in several areas of
banking, and, they are easy to earn! Our diplomas are more comprehensive and include longer more
detailed classes, therefore take longer to achieve. Whether your career path takes you toward a
certificate or a diploma, the education and training you achieve prepares you for success in the banking
industry! See pages 16-21 for more details and our website for worksheets to guide you as you earn
these career enhancing and advancing awards!
______________________________
The Fall 2015 Class Lineup is OUT! You can find it on our website NOW :
WWW.CFTEA.ORG
Successful Year at CFT
1
CFTEA 2015 Graduates
2-9
CFTEA Honor Students
9-10
Spotlight On Success:
Michelle Desautels
11
Spotlight On Success:
Jodi Browning
12
Spotlight on Success:
Zachary Haines
13
September Calendar
of Classes
14-15
CFTEA Certificates
16-19
Check out our 5 NEW
Wealth Management and
Trust Certificates!
CFTEA Diplomas
19
20-21
Check out the NEW
Introduction to Lending
Diploma
21
CFTEA Webcourses
21
CFT Information Tidbits
22
Center for Financial Training & Education Alliance
60 Pineland Drive, Auburn Hall, Suite 303, New Gloucester, ME 04260
888-366-3242
CFTEA 2015 GRADUATES
Androscoggin Bank
Michael Buzzell
Bar Harbor Bank & Trust continued...
Personal Banker Certificate
Bank of McKenney
April Gill
Customer Service Associate Certificate
Johanna Munford
Bank Teller Certificate
Customer Service Representative Certificate
Courtney Turner
Bank Operations Diploma
General Banking Diploma
Samantha Smith
Teri Stover
Supervisor Certificate
Peter Swanberg
Dianne Thompson
Universal Banker Certificate
Bath Savings Institution
Deborah L. Anderson
Banking and Finance Diploma
Bank of New Hampshire
Katherine Vaillancourt
Peter Cwiklinski
Benchmark Community Bank
Residential Mortgage Lending Diploma
Dawn Fountain
Ed Gaiero
Nicole Holgate
Kristen Loehlein
Team Leader Certificate
Bonnie Marshall
Biddeford Savings Bank
Emily Kingsbury
Certified Teller Certificate
Camden National Bank
Catherine Beaudry
Danielle Bilodeau
Jeanin Onos
April Palmer
Teresa Parker
Elizabeth Powell
Bar Harbor Bank & Trust
Susan Albee
Advanced Bank Teller Certificate
Sarah Cormier
Paula Buehler
April Burch
Bank Compliance Certificate - Lending
Alexander Campbell
Brandi Candage
Branch Manager Certificate
Marcel Caron
Bank Service Provider Certificate
Call Center Representative Certificate
Small Business Banking Certificate
Leanne Churchill
Shelley Gray
Brooke Conway
Branch Management Certificate
Lynn Huffman
Kelly Coon
Wendy Cummings
Retail Branch Management Diploma
Nacole Darling
Julie Mockler
Page 2
Obstacles are those frightful
things you see when you take
your eyes off your goal.
~ Henry Ford
Camden National Bank continued...
Camden National Bank continued...
Ginger Dunham
Beverly Snow Palmer
Rebecca Grover
Abigail Holmes
Bank Compliance Certificate - Call Center Representative,
Customer Service Representative & Teller
Jamie Hooper
Pateresa James
Katherine Labbe
Cynthia LeBlanc
Personal Banking Certificate
Shafay Look
Nicole Lovely
Michelle McCorrison
Jennie Palermo
Laura Roberts
Trevor Sanborn
Matthew Schultz
Gabrielle Scribner
Tania Snow
Denise Vera
CFTEA Student
Jennifer Allen
Paige Belcher
Melody Boulette
Sandra Boyce
Terri Cole
Melissa Grondin
Jessica Mitchell
Daniele Potts
Bank Security Awareness Certificate
Chesapeake Bank
Tabitha Amos
Marta Baker
Sara Hite
Rachel Mitchem
Constance Rhodes
Cameo Rodgers
Kathryn Smith
Claremont Savings Bank
Krystal Boivin
Vicki Corliss
Page 3
Claremont Savings Bank continued...
Infinity Federal Credit Union
Katherine Dickinson
Christine Black
Sales Skills Certificate
Julie Garfield
Erika Fecteau
Jessica Morin
Theresa Vetrano
Advanced Financial Services Diploma
Consumer Lending Diploma
Melissa Murphy
Community National Bank
Sarah Chadburn
Credit Analyst Diploma
Ashley Claeys
Robin Coulter
Amanda Pepin
Credit Analyst Diploma
Debra Prue
Suzanne Rhodes
Sarah Stevens
Kaylea Wells
Katahdin Trust Company
Jenny Charette
Samuel Clockedile
Lisa Flewelling-Haney
Lee Gagnon
Cathy Haley
Bank Marketing Diploma
Katherine Hill
Sarah Silliboy
Kennebec Savings Bank
Jodi Woodard
Evergreen Credit Union
Pamela Dillon
First Century Bank
Tiffany Acord
Ryan Siders
Barbara Halperin
Pamala Kimball
Interpersonal Skills Certificate
Catherine VonKamp
Kennebunk Savings Bank
Melissa Beckett
Jodi Browning
Shevona Toney
Franklin-Somerset Federal Credit
Lori Cushman
Advanced Customer Service Representative
Introduction to Lending Certificate - KSB
Carrie Carruth
Melissa Clark
Page 4
Kennebunk Savings Bank continued...
Kennebunk Savings Bank continued...
Deanna Davis
Helen Pratt
Michelle Lynne Dumont
Lisa Emmons
Ashley Hicks
Rebecca Jacobs
Megan Pratt
Christine Sullivan
Autumn Theriault
Natalie Wood
Lake Sunapee Bank
Nicole Currier
Kerry Drapala
Kelly Gobin
Catherina Harding
Christina Johnson
Sara Littlefield
Denise LaRoche
Merianne Leach
Desislava MacLeod
Susan Phillips
Victoria Pozniak
Sherry Reed
Alarice Simino
Susan Solimine
Danielle Michaud
Ledyard National Bank
Natalie Molinaro
Jacob Moran
Cynthia Morse
Kalina Norton
Susan Patch
Mindy Turgeon
Caitlin Clifford
Kelsey Johnson
Zachariah Johnson
Jamie Romano
Halle Wright
Valerie Patstone
Page 5
Machias Savings Bank
Northfield Savings Bank
Jessica Giles
Carrie Bailey
Faith Lawford
Timothy Barre
Heather Bombard
Kimberly Lee
Christine Davis
Alicia Santerre
Lindsay Holt
Mascoma Savings Bank
Trina Ashline
Amanda McGowen
Ronald Dupuis
Del'Rae Merrill
Jillian Hurd
Samantha Tafaro
Business Credit Analyst Certificate
Business Credit and Tax Return Analyst Certificate
Mechanics Savings Bank
Julie Taylor
Chelsey Cooper
Lindsey Thomas
Kristina Cote
Lisa Williams
Debra Decker
Norway Savings Bank
Introduction to Human Resources Diploma
Kathrin Burgess
Kayla Girardin
James Gerry
Nancy Letourneau
Amy L. Hicks
Christina Stevenson
Kimberly Smith
Merchants Bank
Myrene Dale Ward
Heather Lafayette
Old Point National Bank
Erinn Perry
Sales Manager Certificate
Meredith Village Savings Bank
Kimberly Lesnewski
Monarch Bank
Sandilee Mott
“The Key to Happiness is Having Dreams.
The Key to Success is Making them Come True.”
Page 6
CONGRATULATIONS!!
Keisha Ford
Bern Glasser
Dawn Locke
Old Point National Bank continued...
Bridget O'Connell
Elizabeth Ragsdale
Passumpsic Savings Bank continued...
Miranda Wahl
Passumpsic Savings Bank
Profile Bank
Julie Aldrich
Tonia Cardinal
Laura Colbath
Laura Brasseur
Michelle Desroches
Interpersonal Skills
Rebecca Emerson
Laurie Emmons
Megan Fellows
Personal Development Certificate
River Valley Credit Union
Sara Poplawski
Saco & Biddeford Savings Institution
Kristy Fleurant
Elizabeth Hammond
Barbara Lariviere
Professional Development Certificate - SBSI
Michelle Letellier
John Mondor
Jacquelyn Greaves
Professional Development Certificate - SBSI
Doris Koelnych
Introduction to Leadership Certificate - SBSI
Tonya Mundinger
Andrea Moore
Debra Ouellette
Jane Van Dam
Sanford Institution for Savings
Renee Powers
Nichole Provencher
Amie Stillson
Maia Turlo
Victoria Vanderhoof
Residential Mortgage Lending Diploma
Laurie Plante
Suzanne Turner
Savings Bank of Walpole
Justin Carter
Amy Lawliss
Scott Rodenhauser
Heather Scheck
Page 7
Security Federal Bank
Wendy Ducote
Gabriele Hastings
Leslie Hauptli
TD Bank continued...
Heather Noll
Katharine Perkins
Brandon Powell
Lyndsay Vachon
Advanced Supervisor Certificate
Supervision Diploma
Giesela Heinly
Kristen Jones
Angela Stroud
Nicole Valdez
Skowhegan Savings Bank
Jodie Caldwell
Kristin Campbell
Adam Cichocki
Kathleen McConnell
Bethany Poudrier
Nicole Webb
The First, N.A.
Jeffrey Cole
Aleisha Milburn
Jean Moffat
TowneBank
Crystal Creef
Bank Marketing Diploma
Kimberly Ferebee
Susan Rutsch
Amanda Weston
Union Bank
Lori Barry
Heidi Tibbetts
Amanda Bristol
Michael Vear
Brandie Carbonneau
TD Bank
Molly Fitzpatrick
Michael Flagg
Professional Communication Certificate
Nicole Goodwin
Amanda Hall
Rebecca Laird
Leisa Cochran
Jennifer Degree
Jennifer Draper
Jessica Eastman
Corinne Gagne
Page 8
Union Bank
Jeanette Levesque
Jessica Machia
Laurie Nielsen
Jennifer Smith
Carrie Tallman
Melissa VanDyk
Lori Whipple
Melyssa Whitcomb
Lorraine Willett
Wells River Savings Bank
Heather Beckley
Irene Emerson
Erika House
Jasmine Lefebvre
Woodsville Guaranty Savings Bank cont...
Leah Smith
Angela Williams
TO BE A CERTIFIED TELLER
A banker who has earned Teller certification has completed, at a
minimum, the classes Principles of Banking, Law & Banking Applications
and Teller Customer Relations. The teller has been recommended by
their institution to receive certification and has completed a 200-question proctored exam achieving a
minimum 80% score.
Congratulations to all 31 of
the new 2015 Certified Tellers!!
(New CTs are listed as graduates.)
CFTEA 2015 HONOR STUDENTS
Certificates of Honor are awarded to students in 2 and 3 credit classes
who have been designated by the instructor of the class as the student
who exhibited the highest level of enthusiasm, commitment and learning during the class. This choice is based on quiz and test grades,
projects and papers, class attendance and participation.
Androscoggin Bank
Becky Hill
Verbal Communication
Bath Savings Institution
Margaret Carrigan
Law and Banking: Applications
Dan Hallinan
Elizabeth Marshall
Camden National Bank
Jody Miner
Holly Sarazin
Woodsville Guaranty Savings Bank
Laurie Anan
Tambra Gearhart
Crystal Pilotte
Randolph Cruz
Consumer Lending
Michelle Dunn
Principles of Banking
Patti-Lu Faulkner
Consumer Lending
CFTEA Student
Samantha Sawyer
Shanna Sullivan
Consumer Lending
Page 9
CFTEA 2015 HONOR STUDENTS
Community National Bank
Ian Atwood
Consumer Lending
Lorilee Drown
Analyzing Financial Statements
Joyce Hanson
Machias Savings Bank continued...
Nicole Hatch
Nicholas MacDonald
Mascoma Savings Bank
Written Communication
Accounting
Franklin-Somerset Federal Credit
Northfield Savings Bank
Economics
Karen Kristiansen
Lori Cushman
Jessica Defreest
Kennebec Savings Bank
Tamara Haywood
Consumer Lending
Lisa Wilkinson
Travis Rowell
Jodi Browning
Rebecca Jacobs
Norway Savings Bank
Courtney Estes
Supervision
Passumpsic Savings Bank
Therese Rumery
Autumn Theriault
Lake Sunapee Bank
Tiffany Ash
Marketing
Piscataqua Savings Bank
Marketing
Sarah Boutin
Saco & Biddeford Savings
Rebecca Bates
Kimberly Carrier
Law and Banking: Principles
Patti Fillioe
Accounting
Christina Kramer
Ledyard National Bank
Gail Broughton
Consumer Lending
Kelly Schwaner
Pam Towne
Gail Trottier
Machias Savings Bank
Kelly Emery
Page 10
Ann Koloski
Economics
Caitlin Binette
Amy King
John Mondor
Sanford Institution for Savings
Nick Grant
Union Bank
Jennifer Cleveland
Economics
Tara Donovan
Jennifer Smith
Suzanne Whitney
SPOTLIGHT ON SUCCESS
In Her Own Words:
Michelle Desautels
Peoples Trust Company
I started my banking career at Peoples Trust Company
in September of 2001 as a teller. I had no previous
banking experience. I am now a Senior Customer
Service Representative/Consumer Lender. I started
taking CFT classes in 2002 and in 2005 I received a
Supervisor Certificate and in June of 2012, I received the
Bank Operations Diploma.
CFT classes have helped me gain confidence and build
a strong foundation that has helped me in my current
position as a Branch Manager and will in any future
positions I may hold. I am looking forward to taking more
classes.
Although life is busy and in person classes may be hard to
fit in, CFT offers online classes and assisted self study classes that allow you to work at your own
pace. The instructors are always friendly and helpful.
Peoples Trust Company has been very supportive and has played a big part in making this possible
for me.
I would recommend taking CFT classes to anyone. The knowledge gained is rewarding and worth the
effort.
“CFT classes have helped me gain confidence and build a
strong foundation that has helped me in my current position as
Branch Manager and will in any future positions I may hold.”
Page 11
In Her Own Words:
Jodi Browning
I started my banking career when I was completing my Master’s Degree
in Guidance Counseling at Northeastern. At the time, I worked for a large
corporate bank as a part time teller. Unfortunately, the office I was working
at closed and a friend of mine recommended Kennebunk Savings and I
have been working there ever since.
I just celebrated my five year anniversary with Kennebunk Savings. I
started as a Customer Service Assistant and quickly moved to a Sales
and Service Representative, then an Assistant Branch Manager and now
I am the Training Coordinator for the bank. I got involved with CFTEA
when I was recommended for our specialized CFTEA Master Teller
program, which included becoming a Certified Teller. Since completing
the Master Teller program in 2011 I have gone on to complete many
certificates. Just recently, I completed my Introduction to Lending
Certificate and my Supervisor Certificate. In the future I am looking to
complete the new Developing Leaders Certificate.
In addition to taking classes, I am also a CFTEA instructor and a CFTEA
Council Member. As a CFTEA instructor I have taught a wide array
of courses, including Teller Customer Relations, Time Management,
and Bank Security. One of my favorite courses to teach is Stress
Management, where I have the students make homemade stress balls
to take home with them. As a Council Member, I am involved in more of
what CFTEA does from a business standpoint. We have meetings about
once a quarter where we talk about enrollments, financials and are
involved in the future development of the company. We have the meetings
usually via conference call and it is a great way to talk to people from
different banks and organizations that have a common goal of promoting
financial education.
CFTEA has been very beneficial to me in my roles on the front lines and
in my new role as a trainer. I have taken many classes in which I have
collaborated with people from different departments or different banks to
gain a more well-rounded perspective. One of the classes that helped me immensely is when I took The Importance of Loan Operations
and there happened to be students who were working in lending support staff roles taking the course. It was nice to gain their prospective
from the servicing and underwriting side of lending. I felt like I became a better originator because I knew what they were looking for.
I am so thankful that I am a part of Kennebunk Savings and CFTEA because they are both organizations that take the time to encourage
their people to become more educated and grow. I would highly recommend any CFTEA course to anybody who is willing to learn more
about their job or banking as a whole.
“I am so thankful that I am a part of Kennebunk Savings and
CFTEA because they are both organizations that take the time to
encourage their people to become more educated and grow.”
Page 12
I started my career in banking in May of 2009 at Claremont
Savings Bank. I had just finished my first year of college in the
field of Music Education, and I was looking to go in a new
direction. I was hired at Claremont Savings Bank as a Summer
Teller, and in the fall of that same year, I was hired as a full time
teller. From the moment that I became a full time teller, I was
encouraged by Claremont Savings Bank and my co-workers to
start taking classes through CFT.
In His Own Words:
Zachary Haines
As I progressed through some of the CFT classes, I was
promoted to Pro-Teller, and, shortly after that, I was promoted to
Head Teller/Customer Service Representative. After almost a year,
I transferred to the Call Center as a Customer Care Specialist.
Shortly after transferring, I completed the Certified Teller Certificate,
but I didn’t want my education to end there. I completed the
Supervisor Certificate program, as well as finished the courses
needed for my General Banking and Bank Operations Diploma.
During that time, I became the Assistant Manager in Customer
Care. After becoming the Assistant Manager, I had the honor of
attending the Northern New England School of Banking in the
fall of 2013.
While taking the Supervisor Certificate program, my instructor,
Cynthia Stuart approached me with the idea of joining CFT as an
instructor. Because I have always had a passion for teaching, I was
immediately interested in helping to educate bankers through the
wonderful classes offered through CFT, and, with the support of
both Claremont Savings Bank and CFT, I became an instructor.
Taking classes through CFT opened my eyes to the world of
banking. I could immediately see the dedication of the banks that
allowed their employees to further their career and education
through the courses they offered. As a student, I understood that I
was given an amazing opportunity to learn and grow. CFT made my experience even better by offering many courses locally or
online at convenient times, while offering a high level of education, taught by those that have worked or continue to work in the field
of banking, giving students the chance to learn from real bankers with the most experience.
In the coming years, I look forward to teaching through CFT while progressing in my career at Claremont Savings Bank. I owe a
huge thank you to both Claremont Savings Bank for wonderful career opportunities as well as CFT for not only a great education,
but the opportunity for me to educate others.
Page 13
“As a student, I understood that I was given an amazing opportunity to learn and grow. CFT made my
experience even better by offering many courses locally or online at convenient times, while offering a high
level of education, taught by those that have worked or continue to work in the field of banking, giving students
the chance to learn from real bankers with the most experience. “
SEPTEMBER 2015 CLASSES
September 2
Best-Ever Compliance Checklists for Commercial Loans - TTS Webinar
Strategic Planning Years 1, 3 & 5: Scope, Techniques & Elements in Drafting Your Written Plan - MBA Webinar
September 3
(Advanced ACH Specialist Series) Defining & Identifying Third- Party Senders: Risk, Liability & Audit Requirements - MBA Webinar
Call Report Loan Coding and Risk Weighting - TTS Webinar
September 7
Human Relations - Online
Marketing - Online
Real Estate Appraisal - Online
Residential Mortgage Lending - Online
September 8
Analyzing Financial Statements - Online
IRA Online Institute - Online
Law and Banking: Principles - Online
Marketing – Berlin, NH
Principles of Banking - Online
Principles of Banking – Newport, NH
September 9
(Director Series) UDAAP for the Board & Senior Management - MBA Webinar
Accounting – Derby, VT
Accounting - St. Johnsbury, VT
Analyzing Financial Statements – Newport, NH
Building and Retaining Customer Relationships – Rutland, VT
How Loans Get Repaid: Cashflow, Collateral, and Personal Guarantees - TTS Webinar
Managing Employee Relations – Sanford, ME
Navigating the Top 50 Most Important Safe Deposit Box Operating Procedures - 2015 Update - TTS Webinar
Principles of Banking – Montpelier, VT
Skills and Tips for Running a Successful CFT Webcourse - CFT Webcourse
September 10
Call Reports: Understanding the New Regulatory Capital Requirements & the Revised Schedule RC-R - MBA Webinar
Economics – Newport, NH
Opening Deposit Accounts Online - TTS Webinar
Power of Attorney - TTS Webinar
Teaching Adults – Hermon, ME
September 11
(Special Edition) Mortgage Advertising: Keeping Your Promotions Compliant - MBA Webinar
BSA Series: Completing CTR and SAR Reports Line by Line - TTS Webinar
September 14
Analyzing Bank Performance - Online
Business Communication - Online
Commercial Lending - Online
Consumer Lending - Online
For Salespeople: Avoid the Big Mistake & Get Commitment - TTS Webinar
General Accounting - Online
Human Resource Management - Online
Law and Banking: Applications - Online
Law and Banking: Principles – Chesapeake, VA
Money & Banking - Online
Principles of Banking - CFT Webcourse
Selling Fundamentals - Online
Online and
September 15
Self Study Available
Do's and Don'ts of Checks - TTS Webinar
Law and Banking: Applications - CFT Webcourse
Year Round!
Law and Banking: Applications - St. Johnsbury, VT
Check
WWW.CFTEA.ORG
Managing the 8 Categories of Risk Assessment - MBA Webinar
Marketing – Brandon, VT
for complete details
Principles of Banking – Morrisville, VT
Principles of Banking - St. Albans, VT
Principles of Banking – Norfolk, VA
Page 14
SEPTEMBER 2015 CLASSES
September 16
Building and Retaining Customer Relationships – Chesapeake, VA
Effective Client Referrals – Rutland, VT
Effective Telephone Communication (Telephone Etiquette) – Derby, VT
Law and Banking: Applications – Sanford, ME
Loan Underwriting Basics: Interviewing, Credit Reports, Debt Ratios & Regulation B - MBA Webinar
Principles of Banking – Machias, ME
Teller Customer Relations – Gilford, NH
Online and
Winning at Human Relations – Littleton, NH
Self Study Available
September 17
Year Round!
Compliance Perspectives - TTS Webinar
Imaged Documents: What to Keep, What to Destroy, What Holds Up in Court? - MBA Webinar
Check WWW.CFTEA.ORG
Living Trust Documents - TTS Webinar
for complete details
Supervisor Certificate – Farmington, ME
Teller Customer Relations – Wells, ME
Written Communication – Lewiston, ME
September 18
Health Savings Accounts - TTS Webinar
September 21
Economics - Online
Principles of Banking - Online
Principles of Banking – Lewiston, ME
Supervision - Online
Supervisor Certificate - Online
September 22
(IRA Series) Auditing IRAs Step-by-Step - MBA Webinar
Global Cash Flow Analysis - TTS Webinar
September 23
Basic Banking for New Employees Part 1: Banking System, Deposit Operations, Lending - MBA Webinar
Essentials of Workplace Conduct (Business Etiquette) – Derby, VT
Integrated Disclosures: Implementation Challenges & Common Problems - TTS Webinar
Law and Banking: Applications Daytime - New Gloucester, ME
Teaching Adults – Claremont, NH
Teaching Adults - New Gloucester, ME
September 24
Effective Telephone Communication (Telephone Etiquette) - St. Johnsbury, VT
Legal Liabilities when Check Fraud Occurs - TTS Webinar
Regulator Guidance & Issues In ATM Security - MBA Webinar
Teaching Adults – Montpelier, VT
Using Personal Tax Returns for Global Cashflow: What's Cashflow and What Isn't - TTS Webinar
Working in Teams - White River Junction, VT
September 28
Business Math - Online
Deposit Accounts and Services - Online
Intro to Trust Products & Services - Online
September 29
15 Common Mistakes on LLCs - TTS Webinar
Analyzing Personal Financial Statements and Tax Returns – Claremont, NH
Call Report for Banks: Recent Changes, Highlights and Pitfalls - TTS Webinar
HR Danger Zones: Regulations, Requirements & Best Practices to Keep You Out of Trouble - MBA Webinar
Managing Time in a Leadership Role: Managers as Leaders 3 - New Gloucester, ME
September 30
Analyzing the Tax Returns of Businesses – Claremont, NH
Effective Client Referrals – Chesapeake, VA
Managing Change – Augusta, ME
Managing Employee Relations – Morrisville, VT
Mandatory Compliance Regulations for Deposit Operations - MBA Webinar
Regulatory Compliance for Front Line Bankers – Rutland, VT
Teller Customer Relations – Littleton, NH
Page 15
CFTEA CERTIFICATES and DIPLOMAS
The Center for Financial Training offers certificate programs in several areas of banking, and, they are easy to earn!
CFT’s certificates require the completion of topics that are offered mostly as one and two-evening classes OR as self-paced online classes*.
It’s never been easier to earn a certificate in your chosen field of banking, or in personal development.
CFT’s diplomas are more comprehensive and include longer more detailed classes*, therefore take longer to achieve.
Whether your career path takes you toward a certificate or a diploma,
the education and training you achieve prepares you for success in the banking industry!
*Some classes are ONLY AVAILABLE in certain formats. Please check the worksheets for each diploma or certificate for the format availability of each class.
For diploma and certificate requirements in record-keeping worksheets, click on Diplomas and Certificates
Your Next Accomplishment!
CFTEA is your KEY to SUCCESS… For help planning what door to unlock next, Email [email protected]
CFTEA CERTIFICATES
If you began working on a certificate that now has slightly different
requirements, please contact the CFT office and we will work with you.
ADVANCED BANK TELLER
If you are a Certified Teller you may continue to fine-tune your skills…
Calming Upset Customers
Dealing Effectively with Co-Workers
Deposit Accounts and Services or Understanding Bank Products
or Your Bank’s in-house product-knowledge class
Effective Client Referrals
Essentials of Workplace Conduct
Ethical Issues for Bankers
Fraud, Scams and Cons
Introduction to Relationship Selling
Regulatory Compliance for Front Line Bankers
Revitalizing Customer Service
ADVANCED CUSTOMER SERVICE REPRESENTATIVE
Bank Security
Basics of Consumer Lending or Fundamentals of Consumer Lending
Deposit Accounts and Services or Understanding Bank Products
or Your Bank’s in-house product-knowledge class
Fraud, Scams and Cons
IRAs
BANK COMPLIANCE – LENDING OR FRONT LINE BANKERS
Bank Compliance: Front Line Bankers
15 regulation titles are required.
Compliance: Lending:
17 regulation titles are required.
Check out Diplomas and Certificates
to view the worksheets with course specifics.
BANK SECURITY AWARENESS
Bank Security
Data Security
Financial Elder Abuse
Fraud, Scams & Cons
Successful Completion of Comprehensive Assessment
BANK SERVICE PROVIDER
Banking Today or Principles of Banking
Fundamentals of Consumer Lending
Fundamentals of Small Business Banking
Understanding Bank Products
BANK TELLER
Teller Basics
BRANCH MANAGER
Building and Retaining Customer Relationships
Calling on Small Business Customers
Coaching for Success
Corrective Action
Effective Written Communication or Written Communication
Hiring the Best
Leveraging the Benefits of a Diverse Workforce
Managing Change
Managing Employee Performance
Managing Employee Relations
Presentation Skills or Verbal Communication
Rewards and Recognition
Sales Coaching in the Bank
Servicing and Growing Small Business Relationships
Successful Sales Campaigns
If you have completed the requirements for a Diploma or Certificate, please be in touch with [email protected] to confirm.
Page 16
CFTEA CERTIFICATES
BUSINESS CREDIT ANALYST
Advanced Business Credit Analysis
Fundamentals of Credit Analysis and Business Financing
Structuring Commercial Loan Packages
Successful Completion of Take Home Exam
Additional Certification:
BUSINESS CREDIT AND TAX RETURN ANALYST
All above requirements completed to earn Business Credit Analyst Certificate
Analyzing the Tax Returns of Businesses
Analyzing Personal Financial Statements and Tax Returns
Successful Completion of Take Home Exam
CALL CENTER REPRESENTATIVE
Cross-Selling Deposit Products
Effective Telephone Communication
Tele-Consulting
CERTIFICATE IN COMMERCIAL LENDING
Level 1: Understanding Business Borrowers
Level 2: Analyzing Business Financial Statements and Tax Returns
Level 3: Analyzing Personal Financial Statements and Tax Returns
Level 4: Qualitative Analysis and Determining a Credit Risk Rating
Level 5: Loan Structuring, Documentation, Pricing and Problem Loans
CERTIFICATE IN DEPOSIT COMPLIANCE
(for Compliance Professionals)
Anatomy of a Regulation
BSA/USA Patriot Act
Digital Compliance
Electronic Funds Transfer Act (Reg E)
Elements of a Compliance Program
Expedited Funds Availability Act (Reg CC)
Office of Foreign Asset Control (OFAC)
Privacy/Information Sharing
Reserve Requirements for Depository Institutions Act (Reg D)
Truth-in-Savings Act (Reg DD)
Unfair, Deceptive or Abusive Acts or Practices (UDAAP)
CERTIFIED TELLER
Bank Security (New Hampshire and Vermont Applicants only)
Teller-Customer Relations Seminar
Law & Banking: Applications
Completion of Requirements of Applicant’s Financial Institution
Completed Application and Letter of Recommendation
Successful Completion of Certified Teller Exam
CERTIFICATE IN LENDING COMPLIANCE
(for Compliance Professionals)
Anatomy of a Regulation
Community Reinvestment Act, Community Bank (CRA) or
Community Reinvestment Act, Large Bank (CRA)
Credit Card Regulations
Elements of a Compliance Program
Equal Credit Opportunity Act (ECOA: Reg B)
Fair Credit Reporting Act (FCRA)
Home Mortgage Disclosure Act (HMDA)
Loans to Insiders (Reg O)
National Flood Insurance Regulations
Real Estate Settlement Procedures Act (RESPA)
Reg Z Ability to Repay (ATR) and Qualified Mortgage (QM)
Reg Z Closed-End Credit
Reg Z Open-End Credit
Servicemembers Civil Relief Act (SCRA_
Unfair, Deceptive or Abusive Acts or Practices (UDAAP)
CUSTOMER SERVICE ASSOCIATE
CUSTOMER SERVICE REPRESENTATIVE
Regulatory Compliance for Frontline Bankers
DEVELOPING LEADERS
Leadership & Communication
Emotional Intelligence Works
Foundations of Leadership
Leading Teams
Leading with Influence
Developing the Leaders of Tomorrow
INSTRUCTOR
Managing Your Time
Skills & Tips for Running a Successful Webinar
Teaching Adults
Tools to Make Training Active and Fun
Your Job as a Facilitator
Page 17
CFTEA CERTIFICATES
INTERPERSONAL SKILLS
A Question of Workplace Attitude
Calming Upset Customers
Emotional Intelligence Works or Dealing Effectively with Co-Workers
Winning at Human Relations
Working in Teams
Working Together or Leveraging the Benefits of a Diverse Workforce
MANAGERS AS LEADERS
Building and Maintaining Your Team
Development, Coaching and Performance Management
Leadership and Management
Leading in Excellence
Managing Time and Change in a Leadership Role
PERSONAL BANKER
Consumer Credit Products
Introduction to Analyzing Financial Statements
Managing Time at Work
Principles of Banking or Banking Today
Tele-Consulting
PERSONAL DEVELOPMENT
Balancing Home and Career
Dealing with Stress
Developing as a Professional
Goals and Goal Setting
The Business of Listening
Time Management
Working Together or Leveraging the Benefits of a Diverse Workplace
or Understanding Age Diversity in the Workplace
PROFESSIONAL COMMUNICATION SKILLS
Conquering Communication
Creative Decision Making and Problem Solving
Establishing Expectations and Service Standards for Your Team
Strengthening Interpersonal Relationships and Motivation
Speaking with Confidence, Comfort and Conviction
RESIDENTIAL MORTGAGE LENDER
Appraisal Procedures
Basics of Mortgage Processing
Completing the HUD-1
Discovering FHA Programs
Elements of Title Insurance
Essentials of Mortgage Lending
Explaining Loan Modifications
Gathering the Facts on Mortgage Fraud
Mortgage Customer Counseling and Prequalification
Personal Tax Return Analysis
Preparing the Closing Documentation
Preparing the Loan Estimate
Processing and Underwriting Credit
Processing Income and Assets
Reviewing the Appraisal Report
SALES MANAGER
Meetings That Work or Effective Meeting Skills
Sales Coaching in the Bank*
Successful Sales Campaigns*
(* or Sales Management)
SALES SKILLS CERTIFICATE
Cross Selling Deposit Products
Meetings that Work or Effective Meeting Skills
Sales Skills Basic
Winning the Inner Game of Selling
SMALL BUSINESS BANKER
Calling on Small Business Customers
Credit Products for Small Businesses
Deposit Products and Services for Small Businesses
Introduction to Analyzing Financial Statements
Relationship Selling to Small Business Customers
Retirement Products for Small Businesses
Small Business Borrowing
Page 18
CFTEA CERTIFICATES
SUPERVISOR CERTIFICATE
Corrective Action
Hiring the Best
Leveraging the Benefits of a Diverse Workforce or Working Together
Managing Change
TEAM LEADER
Dealing Effectively with Co-workers
Managing Change
Meetings That Work or Effective Meeting Skills
UNIVERSAL BANKER
Consumer Credit Products
Dealing Effectively with Co-workers
Handling Mortgage Inquiries and Making Referrals
WEALTH MANAGEMENT AND TRUST:
W!ESTATE
E
PLANNING AND TRUST ACTIVITIES
N
Introduction to Estate Planning
Account Acceptance and Termination
Basic Characteristics of a Trust
Discretionary Distributions
Duties and Powers of a Trustee
Estate and Guardian Administration
Estate Planning to Achieve Client Goals
Estate Planning for Charitable Giving
Estate Planning for Marital Deduction
Estate Planning Solutions for Business Owners
Fiduciary Law
A Guide to Ethics in Fiduciary and Trust Activities
Minimizing Fiduciary Risk and Litigation
Special Needs Trusts
!
EW
N
FINANCIAL PLANNING
Education Planning for Minors
Estate Planning for IRAs and Qualified Plan Balances
Fundamentals of Life Insurance
A Guide to Ethics in Financial Planning
Income Tax Planning
Introduction to IRAs
Introduction to Planning for Retirement Assets
Managing Life Insurance Policies
Types of Insurance
!
INVESTMENT PLANNING
Introduction to Investment Management
Asset Allocation and Portfolio Management
Bond Selection and Analysis
Economics and Markets
Fundamentals of Alternative Investment Products
A Guide to Ethics in Investments
Investment Policy
Investment Products
Prudent Portfolio Management
Stock Selection and Analysis
W
NE
NE
NE
W!
TAX LAW AND TAX PLANNING
Fiduciary Income Tax
Generation-Skipping Transfer Tax
Gift Taxation
A Guide to Ethics in Tax Law and Tax Planning
How Trusts are Taxed
Planning Estate Tax
Understanding Transfer Tax
W!
TRUST FUNDAMENTALS
A Guide to Ethics for Trust Professional
Introduction to Estate Planning
Introduction to Investment Management
Introduction to Trust Administration
Page 19
CFTEA DIPLOMAS
If you began working on a certificate that now has slightly different requirements, please contact the CFT office and we will work with you.
ADVANCED FINANCIAL SERVICES DIPLOMA
Accounting
Analyzing Financial Statements or
Evaluating and Structuring Commercial Loans Levels 1-3
Economics
Law and Banking: Applications or Principles
Marketing Financial Services
Supervision or Supervisor Certificate or
Advanced Supervisor/Leadership Certificate
Plus 1 lending class (see worksheet for options)
BANK FINANCIAL MANAGEMENT DIPLOMA
Analyzing Bank Performance
Managing the Bank’s Investment Portfolio
Managing Funding, Liquidity and Capital
Managing Interest Rate Risk
BANK MARKETING DIPLOMA
Economics for Bankers
Successful Sales Campaigns
BANK OPERATIONS DIPLOMA
Accounting
Economics or Money and Banking
Law & Banking: Applications or Principles
Supervision or Supervisor Certificate or
Advanced Supervisor/Leadership Certificate
BUSINESS BANKING AND COMMERCIAL LENDING
All 5 Levels of Evaluating and Structuring Commercial Loans Curriculum
OR Both: Analyzing Financial Statements AND Commercial Lending
Accounting
Credit Products for Small Businesses
Deposit Products for Small Businesses
Relationship Selling to Small Business Customers
CONSUMER BANKING
Accounting
Analyzing Financial Statements or Personal Tax Return Analysis
Consumer Lending
Verbal Communication or Presentation Skills
CREDIT ANALYSIS DIPLOMA
Accounting
Analyzing Financial Statements or
Evaluating and Structuring Commercial Loans Levels 1-3
Commercial Lending
Personal Tax Return Analysis or
Analyzing Personal Financial Statements and Tax Returns
Plus 2 elective classes from a specific list.
GENERAL BANKING DIPLOMA
Accounting
Economics for Bankers
Plus 1 elective class from a specific list.
INTRODUCTION TO HUMAN RESOURCES
Business Communications or
Verbal Communication and Written Communication
Human Relations
Human Resource Management
Plus 2 of the following:
Hiring the Best
Organizational Behavior
Page 20
CFTEA DIPLOMAS
W
NE
!
INTRODUCTION TO LENDING
Accounting
Economics
Plus 1 of the following:
Commercial Lending
Consumer Lending
Residential Mortgage Lending
MILITARY BANKING OPERATIONS
Accounting
Analyzing Bank Performance
Economics
Managing Funding, Liquidity and Capital
Managing Interest Rate Risk
Money & Banking
RESIDENTIAL MORTGAGE LENDING
Accounting
Economics or Money & Banking
Residential Mortgage Lending
SUPERVISION DIPLOMA
Supervision
Teaching Adults
CFTEA WEBCOURSES
Why enroll into an CFT WEBCOURSE?





If a live class is preferred, our webcourses are LIVE!!! All students
and the class instructor will attend the class together with their
computer and telephone. They will discuss class topics together,
view material placed online by the instructor and have questions
answered directly and immediately by the instructor.
If being able to plan on attending a class at a specific time helps a
student to successfully complete the class, our webinars are
scheduled for specific days at a specific time. Students will be
expected to participate in each class.
Our instructors are bankers within our footprint and have been CFT
instructors teaching our classes in our live classrooms.
Attend your class for two hours once a week for a stated number of
weeks. Homework will be assigned and expected to be completed
prior to the next class session. Participate from any location with a
telephone and a computer with Internet access – office, home,
library…….
No live class available in your area? A CFT webinar can be attended from ANYWHERE!!
FALL 2015 WEBCOURSES
Class
Start
Date
Time
Certified Teller Exam Review
11-18
5:30– 8 PM
ABA Consumer Lending
10-27
6-8 PM
ABA Law and Banking: Applications
9-15
6-8 PM
ABA Principles of Banking
9-14
6-8 PM
ABA Principles of Banking
10-20
6-8 PM
Skills and Tips for Running a
Successful CFT Webcourse
9-9
9-11 AM
10-8
6-8 PM
HAVE YOU TRIED A CFT LIVE WEBOURSE YET?
YOU JUST MIGHT LOVE THIS FORMAT!!!!
A CFT webcourse blends the convenience of attending a class online,
wherever you may be, with the value of being a part of a
live classroom. Use your telephone and computer to join the
classroom at a specific time on a specific day with a “live” instructor.
Prepare assignments that you will discuss in class and review
material your instructor places online that you will see on your
computer along with the rest of your class. Participate in discussions and
ask questions of your instructor during class. Finish the class in fewer
sessions earning the same credits as comparable in-person live classes.
WEBCOURSES FOR SPRING 2016:
ACCOUNTING, ECONOMICS, INTRODUCTION TO MORTGAGE LENDING
Page 21
Congratulations to ALL of the CFTEA Graduates and Honor Students!
YOUR HARD WORK HAS BEEN NOTICED!!
Check us out online at
CENTER FOR FINANCIAL TRAINING
& EDUCATION ALLIANCE
WWW.CFTEA.ORG
Fall 2015 Course Listings
Online Classes
Webcourses/Webinars
Self Study
Diploma & Certificate Requirements
“WHAT’S NEW” Headlines
Month-at-a-Glance Class Calendars
And MUCH, MUCH MORE!

Suite 303 Auburn Hall, 60 Pineland Drive
New Gloucester, Maine 04260
207-688-6224 207-688-6225 1-888-366-3242
[email protected] Fax: 207-688-6223
*****************************************************
Tanya Kolonoski, Executive Director
[email protected] 207-688-6226
Johanne Randall, Enrollment Manager
Tammy Perkins, Marketing & Student Affairs Manager
Acknowledgment of your enrollment into LIVE classes
A confirmation of your enrollment will be sent to you when the CFT office receives your enrollment form. The confirmation will be sent
to your email address or the physical address on your enrollment form if you did not provide us with an email address.
If you enrolled into a class and did not receive a confirmation of your enrollment,
PLEASE DO NOT ASSUME WE RECEIVED YOUR ENROLLMENT.
PLEASE CONTACT THE CFT OFFICE TO ASSURE YOUR PLACE IN THE CLASS: [email protected] or [email protected]
Are you expecting to earn a CFT Diploma or Certificate by June 30, 2016?
If so, please tell us – we do not automatically follow the educational course of each of our students; but if you
contact us with your expectations, we will put you on our “follow” list and be sure you are on our graduates list for
the school year in which you complete your diploma or certificate! Contact [email protected]
Your Next Accomplishment!
CFTEA is your KEY to SUCCESS…
For help planning what door to unlock next,
Email [email protected]
Page 22

2015 Spotlighter

Transcription

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