Senior leaders of West Virginia, Virginia and Maryland's banking industry are invited to attend and share in stimulating and rewarding sessions targeted at discussing the ever-changing landscape of the financial services arena. Come prepared to engage in discussion on leadership and the future of our industry. Register by 9/25 to be entered into a drawing for a free night at Lansdowne Resort & Spa (does not apply to conference dates).

Thursday, September 5th 
2 PM - 6 PM

WVBankers is working with the Consumer Law Center at West Virginia University and the John Chambers College of Business and Economics Center for Financial Literacy and Education to promote the first Banking Summit at West Virginia University. 

Please see the agenda and flyer for more information about how to register 
to attend this first of its kind event.
Contact Loren Allen at 304-343-8838 or via email at for more information.

The 126th Annual WVBankers Convention pictures are now available on Flickr. They are yours to download and enjoy! Click here to view the album. 

Please email if you encounter any issues or have questions. 

New Account Document & Compliance

September 18, 2019
Bridgeport Conference Center
Bridgeport, WV
Managing risk is the #1 priority for all financial institutions and it all starts at the new account desk. If a criminal cannot get in, they cannot steal from your organization.  Well-trained new account personnel and universal bankers who recognize and stop attempted dishonest activity are the first line of defense in protecting a financial institution from fraudsters. 
The seminar manual is customized to your state law and has become known as the "technical reference handbook" for new account departments across the country.
What You Will Learn
  • Six Basic Requirements For Opening Any New Account
  • Understanding Signature Card and Account Agreement Contracts 
  • TIN Compliance
  • Proper Business Account Documentation and Resolutions (Sole Proprietorships, General and Limited Partnerships, LLC, LLP, LLLP, Corporations, Escrow Accounts, Non-Profit Associations/Charitable Organizations, IOLTA Accounts and Public/Governmental Units)
  • Opening Individual Accounts (Individual, Joint With Rights of Survivorship, Tenants-In-Common Without Rights of Survivorship)
  • Adding Authorized Signers or Agents to Personal or Business Accounts 
  • Access at Death on a Personal or Business Account
  • Power of Attorney - In-House vs. Out-of-House Form
  • Trust Accounts - Formal vs Informal, Revocable vs Irrevocable, Living Trusts, Trust Account Certification
  • Payable on Death, In Trust For "ITF"
  • Accounts For Minors - Single Account In Minor's Name, Joint Account With a Minor, Uniform Transfer To Minors Act Accounts
  • Court Ordered Accounts: Estate, Guardianship, and Conservatorship
Bring a copy of your institution's signature cards and account agreement to the workshop.

For discounted member pricing use promotional code: wvbankers
HR for Bankers
September 19, 2019
Bridgeport Conference Center Bridgeport, WV
Commercial Lending School
September 24 & 25 
Four Points by Sheraton Charleston, WV
BSA/AML School
October 15 & 16, 2019
Embassy Suites Charleston, WV
Loan Documentation and Secured Commercial Lending/RE Lending
October 17 & 18, 2019
Sam Bowling Conference Center Charleston, WV
Internal Audit School
October 23 & 24, 2019
Stonewall Resort Roanoke, WV
Check Out Our Distance Learning Options:

2019 Financial Services Symposium - Columbus, OH 
September 24, 2019 from 8:30 AM to 5:30 PM (EDT)
Member News:
Clear Mountain Bank to celebrates its local communities
Denise E. Greenbeck named Community Relationship Manager at First United Bank and Trust
WVU Banking Summit set for Sept. 5 
Do you have news to share?  Please forward your press releases and photos to Allison Boyd