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 […]
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 administration—daily issues in every financial institution. Led by Matthew Dickinson of JM Consultants LLC, this seminar includes information on powers of attorney and making changes […]