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Ongoing

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 […]

Recurring

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 […]