ABA Resources


A new ABA school

The new ABA Private Wealth Management School kicks off May 2-7 at the R. David Thomas Executive Center at Duke University's Fuqua School of Business in Durham, N.C.

The focus of the ABA Private Wealth Management School is to help seasoned relationship managers develop the necessary skills to serve high-net-worth clients. The school will teach the best and most practical solutions that a relationship manager can offer a wealth client to satisfy financial objectives. The school is designed for wealth managers, relationship managers, private bankers, investment managers, trust officers, sales and wealth business development officers, financial planners, attorneys, and certified public accountants.

The school will use case studies or Client Scenarios, classroom instruction and peer group exchanges to help industry professionals gain valuable insights into the life-stage financial needs of the wealth client. The scenarios will create a unique opportunity for students to apply the concepts they learned throughout the week.

The scenarios will profile the personal, professional and financial background of various corporate executives. Each scenario is filled with financial details and family/personal issues that will require the students to identify and apply the best solutions that will meet the clients' financial objectives.

For more information contact ABA's Maryann Johnson at mjohnson@aba.com or call 1-800-BANKERS.

Compliance answers

If you have compliance questions, ABA's Regulatory Compliance Conference is the place to find answers. The 2004 ABA Regulatory Compliance Conference, June 6-9, at the Hyatt Regency Chicago, will examine risk-based factors of regulations, USA PATRIOT Act examinations, the new requirements of the Fair and Accurate Credit Transactions Act and more.

Conference attendees receive continuing education credits and discounts are offered early registrants. Visit aba.com or call 1-800-BANKERS for more information.

Professional development: An investment

ABA and McBassi & Co. have teamed up to examine how sound investment decisions in personnel development can lead to significant improvement in both business results and market value.

For example, employee access to training opportunities is a key factor in hiring and retaining quality customer contact personnel. It is those employees who are on the front line for customer service and sales and who often make the difference between keeping and losing a customer. Just a 1% reduction in customer attrition can add as much as 5% to a company's bottom line.

"We continually see evidence of the critical relationship between the development and management of people, and an organization's future business outcomes," said ABA Professional Development Group Executive Director Doug Adamson. …

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