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:

Dec 14: Webinar: “Residential Warehouse Funding - A New Approach”

Past Educational Sessions:

2011

Jan 11: Workshop – “Survival Tactics That Make A Difference”: CenterState Bank – Savannah, GA: 11
Jan 20: GBA Financial Risk Mgmt Conference – “New Funding and Liquidity Risk Guidance”: Atlanta, GA: 50
Jan 20: KPN Webinar: Special Asset Resolution – Your Key To Survival in 2011: 4
Jan 27: Arkansas Bankers Assn Workshop – “The ALCO Process-Are You Ready for More Scrutiny?”: Little Rock: 23
Feb 1: KPN Webinar: “Surviving 2011 – Techniques That Work Today”
Feb 2-3: California Bankers Assn Workshop– “Liquidity and Funds Mgmt 2011” – San Diego
Feb 9: Workshop – “Survival Tactics That Make A Difference”: CenterState Bank – Atlanta
Feb 17: KPN Webinar: “Your Contingency Funding Plan”
Feb 24: Community Bankers of GA – “The ALCO Process – Getting Ready For The Recovery: Atlanta
Mar 1: KPN Webinar: “The ALCO Process – Working With Your Board”
March 4: Workshop – “Survival Tactics That Make A Difference”: CenterState Bank – Tifton, GA
March 7: North Carolina Bankers Assn Bank Directors’ Assembly – “What To Do When Rates Won’t Rise”: Greensboro
March 8: FHLB System Meeting: Wholesale Funding – Cost Efficiencies” - Atlanta
March 17: GSB, Madison Online – “Liquidity Risk Mgmt – An Evolving Process”
March 22: GSB, Madison Online – “The ALCO Process – The Board Role”
March 24: FBA Workshop – “Safety and Soundness 2011”: Orlando
March 30: Financial Managers Society Webinar: “Is Your Contingency Funding Plan Ready”
April 21: FHLB Seattle Webinar: “Liquidity Management – Are Your Polices Ready For More Scrutiny”
May 17-18: Graduate School of Bank Investments and Financial Management – “Liquidity Mgmt and Funding The Balance
Sheet” and “Contingency Funding Plans and Strategic Opportunities”: Columbia, S.C.
May 24: Financial Managers Society: Safety & Soundness Workshop: Chicago
June 21-22: Financial Managers Society Annual Forum: “Understanding The Fuel For Your Contingency Funding Plan” – Boca Raton
July 11-15: Graduate School of Banking Colorado: “Funding and Liquidity Management”: Boulder
July 19: Southeastern School of Banking – “Managing Liquidity and Capital Planning”: Nashville
August 2: Florida Banking School: “Surviving 2011: Capital, Liquidity, and Loan Workouts” - Gainesville
August 24: FBA Workshop – “Funding and Liquidity 2011”: Orlando
Sept 8: GSB, Madison Online – “Liquidity Risk Mgmt – An Evolving Process”
Sept 13: California Bankers Assn Workshop – “Safety and Soundness 2011” -TBD
Sept 15: California Bankers Assn Workshop – “Safety and Soundness 2011” - TBD
Sept 20: GSB, Madison Online – “The ALCO Process – The Board Role”
Oct 11: GSB/FMS CFO School: “Liquidity Management”: Madison

2010

Jan 20: GSB, Madison Webinar – Lessons Learned From Our Banking Downturn -2008/2009 Revisited
Jan 21: GA Bankers Association Financial Risk Management Conference – Liquidity Panel: Atlanta
Jan 26: California Bankers Association Liquidity/Funds Management Workshop: Newport Beach
Jan 27: California Bankers Association Liquidity/Funds Management Workshop: San Francisco
Feb 3, 10, 17, 24: FMS Credit Union Liquidity Webinar Series – Retail/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: Miam
March 29: Western Independent Bankers Annual Conference – Session on “Liquidity – An Evolving Banking Concept: Scottsdale
April 1: Total Training Solutions: Webinar: “Surviving 2010 – NPA Reduction, Liquidity, and Capital”
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 15: Total Training Solutions: Webinar: “Contingency Funding Plan – Does Your Plan make The Grade?”
April 21-22: Western Independent Bankers Workshops – “Liquidity, Funds, and Interest Rate Risk Management – New Ideas For New Times” – San Francisco and Seattle
April 29: West Virginia Bankers Association One-Day Workshop: “The ALCO Process – Are You Ready For More Scrutiny?”: Charleston, W. VA.
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
June 14: Georgia Bankers Assn Annual Convention: Session on Liquidity Management: Charleston, SC


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