Calendar of Events
Calendar of Events
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Retail Banking Leadership Series
Retail Banking Leadership Series
The Branch Leadership Series focuses on the critical success elements of managing and leading a performance focused sales and service team. Comprised of four sessions scheduled throughout the year, each workshop is packaged full of checklists, job aids, case studies, examples, and “real world” situations. The series provides a branch manager and the branch management […]
2 events,
Retail Banking Officer Forums
Retail Banking Officer Forums
Moderator: Christie Drexler, Performance Solutions, Inc. These forums will bring together retail banking officers in a peer-to-peer, small group setting to exchange ideas freely. Attendees will examine pressing issues in today’s ever-evolving regulatory and results-driven environment, solving common challenges, while growing both professionally and personally. Continuing Education Credit Attendees qualify for 5.5 hours of Continuing […]
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IT/Operations/Information Security Officer Forums
No online registration for this event. Contact Sheena Frech to register.Moderator: Susan OrrThese forums will address the needs of information technology officers, operations officers, and information security officers. The program facilitator is Susan Orr, a leading financial expert with vast regulatory, risk management, and security best-practice knowledge. This forum is divided into two groups based […]
Young Bankers Division Day on the Hill
Young Bankers Division Day on the Hill
Day on the Hill enhances the TBA government relations program and introduces bankers to the Tennessee legislative process. Bankers will hear presentations from political leadership within the General Assembly. Along with a briefing on legislative issues pertinent to the financial services industry, participants will view proceedings of the House and Senate committee hearings and have […]
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The Southeastern School of Consumer Lending
The Southeastern School of Consumer Lending
Sponsored by the Tennessee Bankers Association in cooperation with the Georgia Bankers Association and the Louisiana Bankers Association. The Southeastern School of Consumer Lending is an intermediate-level, program featuring more than 30 hours of classroom instruction in 14 modules within five-course clusters that provide specialized but well-rounded training in consumer banking. Recommendations for participation include […]
3 events,
Risk Management Forums
Risk Management Forums
Moderator: Andy Davies, The Marathon OrganizationThank You to Our Sponsor: Strategic Risk Associates (SRA)This forum enables those with risk management responsibilities to participate in a group setting to identify and discuss timely topics that apply to the many components of an effective risk management process within their banks as well as the structure and process […]
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Basic and Advanced IRA–Spring Session
Loni Porta of Convergent Retirement Plan Solutions, LLC, will cover the basic and advanced aspects as an IRA custodian. Day 1, Basic: The first day of the seminar will include beginning knowledge of IRA terminology, proper IRA set-up and plan opening, qualifications and contribution limits for all IRA plan types, rollovers and transfers, and basic […]
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Introduction to Banking
Introduction to Banking
This program is designed for anyone wanting an overall view of the banking industry and is a great resource for obtaining the essential principles, concepts, and operations of banking. It […]
2 events,
Basic and Advanced IRA–Spring Session
Loni Porta of Convergent Retirement Plan Solutions, LLC, will cover the basic and advanced aspects as an IRA custodian. Day 1, Basic: The first day of the seminar will include beginning knowledge of IRA terminology, proper IRA set-up and plan opening, qualifications and contribution limits for all IRA plan types, rollovers and transfers, and basic […]
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2 events,
2023-2024 Senior Lenders and Chief Credit Officers Forums
2023-2024 Senior Lenders and Chief Credit Officers Forums
No online registration for this event. Contact Sheena Frech to register. Moderator: Andy Davies, The Marathon Organization The facilitator-led Senior Lender Forums have proven to be one of the most beneficial programs ever offered to this level of banker. These sessions provide an ongoing opportunity and platform for noncompeting senior lenders to discuss important issues […]
3 events,
Tennessee Deposit Account Administration
Tennessee Deposit Account Administration
This full-day program focuses on Tennessee law regarding deposit accounts—including ownership and survivorship provisions, documentation requirements, what to do on the death of an owner, and common problems in account […]
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