- Events
- Retail Banking / Consumer Lending
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 […]
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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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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 […]
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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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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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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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