A Partnership For Education
		IDC Deposits partners with banking industry veteran, Karl Nelson to provide timely and pertinent educational sessions. Along with the on-site educational sessions listed below, we are also offering quarterly webinars to our customers. We have been working with Karl for over a decade, participating jointly in hundreds of educational workshops. We all understand the value of education and felt it was important to create a formal education program that provides value to all IDC customers.
Our on-site educational workshops are typically conducted with trade association or banking school partners, please Contact Us if you would like additional information about these sessions or if you have an interest in utilizing Karl’s services.

Upcoming Educational Sessions:

Feb 3, 10, 17, 24: FMS Credit Union Liquidity Webinar Series – Retail and Wholesale Funds Management

Feb 23: Community Bankers of GA Workshop - Surviving 2010: Liquidity, Capital, and Loan Work-Outs: Atlanta

Feb 25: Florida Bankers Association One-Day Workshop – The ALCO Process – Are You Ready For More Scrutiny: Orlando

March 2: IDC Deposits Webinar: The ALCO Process – Time For An Upgrade?

March 4: Community Bankers of Ohio Workshop – Surviving 2010: Liquidity, Capital, and Loan Work-Outs: Columbus

March 8: North Carolina Bankers Assn Bank Directors Assembly – Session on Liquidity Management: Greensboro

March 11 and 18: GSB, Madison Webinar: “Funding Outside the Core – Making the Most of Wholesale Funding Options” (Two Part Series)

March 17: South Florida Banking Institute – Dinner Speech: Surviving 2010 – Liquidity, Capital, and Loan Work-Outs: Miami

March 25: Community Bankers of GA Directors Summit – Liquidity Management: Atlanta:

March 29: Western Independent Bankers Annual Conference – Session on “Liquidity – An Evolving Banking Concept: Scottsdale:

April 13: Oklahoma Bankers Association Senior Mgmt Conference: “Mastering The L in CAMELS”: Tucson

April 14: GSB, Madison Webinar: “Liquidity and Funds Management-A Look to the Future”

April 21-22: Western Independent Bankers Workshops – “Liquidity, Funds, and Interest Rate Risk Management – New Ideas For New Times” – San Francisco and Seattle

May 4: South Carolina Bankers Association ALCO Conference – “Mastering The L in CAMELS”: Columbia

May 4 and 11: GSB, Madison Webinar: “Retail Vs. Wholesale – A Funding Debate” (Two Part Series with Tom Farin)

May 12-13: FMS Liquidity and Funds Management Two-Day Workshop: Providence

May 18-19: Graduate School of Bank Investments and Financial Management – Liquidity and Funds Management and Contingency Funding Plan Sessions: Columbia

May 26: Indiana Bankers Association Mega Conference – “Creating Your Contingency Funding Plan”: Indianapolis

July 12-16: Graduate School of Banking, Colorado – Funding and Liquidity Management: Boulder

August 3: Florida Banking School – Surviving 2010-Capital, Liquidity & Loan Workouts: Gainesville

September 22 and 29: GSB, Madison Webinar: “Funding Outside the Core – Making The Most of Your Wholesale Funding Strategy” (Two Part Series)

October 21: GSB Madison Webinar: Liquidity and Funds Management – A Look To The Future (Two-Part Series)

Nov 3 and 10: GSB, Madison Webinar: “Retail Vs. Wholesale – A Funding Debate” (Two Part Series with Tom Farin)

Nov 12: Western Independent Bankers Education Summit & Expo: Session on Liquidity with Shawn O’Brien – Las Vegas:

Past Educational Sessions:

2009

Jan 28: GA Bankers Association (GBA) – Financial Risk Mgmt Conference: Atlanta - Liquidity Panel
Feb 4: Community Bankers of GA (CBAG) – Liquidity Mgmt/Funding Workshop: Atlanta
Feb 11: WIB – Liquidity Mgmt/Funding Workshop: Seattle
March 8: WIB Annual Convention Preconference Directors Workshop– Capital Issues: Kauai
March 9: WIB Annual Convention – Mock Board Meeting: Kauai
March 13: Forum – Surviving 2009 – Capital, Liquidity, Loan Workout: Savannah
March 23: Western Independent Bankers (WIB) On-Line Workshop – “Credit Concepts – Do The Old Rules Apply Today
March 24/25: Virginia Association of Community Bankers (VACB) – Directors Symposium: Richmond/Blacksburg: “Dealing With The Unexpected”
March 27: California Bankers Assn (CBA) – Liquidity Mgmt Workshop: Newport Beach
March 31: Forum – Funding/Investments/Liquidity: Columbus, Ohio
April 1: Forum – Surviving 2009-Capital, Liquidity, Loan Workout: Annapolis
April 2: Forum – Surviving 2009 – Capital, Liquidity, Loan Workout: Annapolis
April 7&9: GSB On-Line Workshop: “Liquidity and Funds Mgmt”
April 8: Community Bankers Assn of Ohio (CBAO): Liquidity Mgmt Workshop – Columbus, Ohio
April 14: FHLB Des Moines (FHLBDM) – Regional Meeting: Kansas City, MO: “Liquidity/Funding”
April 15: FHLBDM – Regional Meeting: Springfield, MO: “Liquidity/Funding”
April 16: FHLBDM – Regional Meeting: St Louis: “Liquidity/Funding”
April 28: FHLBDM – Regional Meeting: Iowa City, IA: “Liquidity/Funding”
April 30: FHLBDM – Regional Meeting: Johnston, IA: “Liquidity/Funding”
May 5: Massachusetts Bankers Association: Liquidity and Funds Mgmt Workshop
May 12: FHLBDM – Regional Meeting: Sioux Falls, SD: “Liquidity/Funding”
May 13: FHLBDM – Regional Meeting: Fargo, ND: “Liquidity/Funding”
May 14: FHLBDM – Regional Meeting: St Cloud, MN: “Liquidity/Funding”
May 15: FHLBDM – Regional Meeting: Owatonna, MN: “Liquidity/Funding”
May 16-20: Graduate School of Bank Investments and Financial Mgmt: Columbia, SC – Sessions on “Lessons From The Credit Crisis”, “Liquidity Mgmt and Funding the Balance Sheet”, and “Contingency Funding Plans & Strategic Opportunities”
May 31: WIB – CFO Conference: San Francisco: Pre-Conference Workshop on Liquidity Mgmt”
Jun 1: WIB – CFO Conference: San Francisco: “Liquidity – The Essential “L” in CAMELS”
Jun 13: West VA Community Bankers: Annual Convention – “Liquidity Mgmt” – Glade Springs Resort
July 13 -17: Graduate School of Banking – “Liquidity and Funds Management”: Boulder
July 21: Southeastern School of Banking – “Funding and Capital Mgmt” – Nashville
July 22: IDC Deposits Webinar – “Contingency Funding Plan – Creating One That Works For You”
July 23: Total Training Solutions Webinar – “Surviving The Perfect Storm – A Community Bank Primer for 2009”
Aug 4: Florida School of Banking – “Liquidity and Funds Mgmt”: Gainesville
Aug 12: North Carolina School of Banking- “Liquidity and Funds Mgmt”: Chapel Hill
Aug 13: VACB Workshop – “Funding/Investments/Capital Mgmt” – Abingdon, VA
Aug 17: GSB Madison First Year Class – “Liquidity Management in a Tough World”: Madison
Aug 17: GSB Senior Management Seminar – “Retail Vs. Wholesale Debate” (With Tom Farin): Madison
Aug 19: IDC Deposits Webinar – “Creating Your Contingency Funding Plan”
Aug 20-21: Graduate School of Banking – “Liquidity and Funds Mgmt”: Madison
Sept 2-4: Workshop on Community Bank Investments & Asset/Liability Strategies (GSBIFM) – “Making The Most of Your Wholesale Funding Strategy” and “Contingency Funding Planning & Capital Strategies” – Las Vegas
Sept 13-18: Financial Managers Society (FMS)/GSB CFO School – “Liquidity Management – Our Current Challenge”: Madison
Sept 16-17: FMS Two-Day Liquidity/Funds Mgmt Workshop: Chicago
Sept 21: WIB Webinar – “Liquidity in Today’s Difficult Climate”
Sept 23: Total Training Solutions Webinar – “Creating Your Contingency Funding Plan”
Sept 30: IDC Deposits Forum – Miami – Liquidity, Funding, Survival
Oct 6&8: GSB On-Line Workshop: “Liquidity and Funds Mgmt
Oct 8: Pacific Coast Bankers Bank Meeting: Creating Your Contingency Funding Plan – Chicago
Oct 9: IDC Deposits Forum – Chicago – Liquidity, Funding, Survival
Oct 21: IDC Deposits Webinar – “Creating Your Contingency Funding Plan”
Nov 5: FBA Workshop: “Liquidity, Contingency Funding Plans, and Survival –Keys For Success” – Orlando
Nov 10: NCBA Workshop: “Liquidity, Funding, Capital – Survival In The Coming Era” – Raleigh
Nov 12: IBSC CEO Conference: Creating Your Contingency Funding Plan – Columbia
Nov 13: NYBA Annual Meeting – Breakfast Workshop: Liquidity in a Tough Banking Environment: New York City
Nov 17: FMS Webinar: Creating Your Contingency Funding Plan
Dec 10: IDC Deposits Webinar – “Creating Your Contingency Funding Plan”

2008

December 4: Western Independent Bankers Association, San Francisco
October 9: Texas Department of Banking, Galveston
September 4-5: Independent Bankers Association of Texas
February 27: Tennessee Bankers Association, Nashville
March 12: Maryland Bankers Association, Annapolis
May 22-23, 2008: Financial Managers Society, Philadelphia

2007

First Quarter
January 25: New Jersey League/Bankers Associations – Liquidity Management/Funding Workshop
February 22-23: FMS/IBB of Florida – Liquidity Management/Funding Workshop
March 7: ICBA Annual Convention – Liquidity Management Session
March 12: Conference of State Banking Supervisors – Liquidity Management Session

Second Quarter
May 2: Georgia Banking School – Funding Alternatives Session
May 9-10: Florida Bankers Association – Liquidity Management/Funding Workshop
May 15, 17: Graduate School of Banking On-Line: Liquidity/Funds Mgmt Sessions
May 22-23: Graduate School of Bank Investments & Financial Mgmt – Liquidity/Funding Sessions
June 4: Western Independent Bankers CFO Annual Conference – Retail Deposit Strategies Session

Third Quarter
July 10: South Carolina School of Banking – Funding Alternatives Session
July 16-29: Graduate School of Banking, Colorado – Liquidity & Funds Mgmt Sessions
July 25: Annual Midwest Conference of Community Bankers- Liquidity Mgmt Session
July 30: Florida Banking School – Funding Alternatives Session
August 8: North Carolina School of Banking – Funding Alternatives Session
August 21-22: Graduate School of Banking, Wisconsin – Liquidity/Funding Sessions
September 25: GSB/FMS CFO School – Funding/Liquidity Session

Fourth Quarter
Oct 16, 18: Graduate School of Banking On-Line: Liquidity/Funds Mgmt Sessions

2006

Second Quarter
April 25-26: Graduate School of Bank Investments: Funding
May 2: Georgia Banking School: Funding
June 4-5: Western Independent Bankers CFO Conference: Funding Workshop
June 26: Financial Managers Society Annual Forum: Funding
June 27: CSBS Examiners Forum: Funding Alternatives

Third Quarter
July 12: South Carolina Banking School: Funding
July 17-21: Graduate School of Banking-Colorado: Funding
July 31: Florida Banking School: Funding
August 1-2: IBAT: Liquidity Management Workshop
August 10: North Carolina Banking School: Funding
August 21-23: Graduate School of Banking-Madison: Funding
September 12: FMS/GSB CFO School – Madison: Funding/Liquidity Mgmt
September 19: IBSC Director’s Workshop: Liquidity/Funds Management
September 21: Illinois CPA Society Annual Conference, Chicago – Funding

Fourth Quarter
October 30: Western States Director Education Foundation Symposium: Funding
November 8-9: North Carolina/Virginia/Maryland Bankers Assns: Liquidity Mgmt
November 29: ICBA Securities/Vining Sparks Webinars (2): Non-Core Funding