Calendar of Events
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Universal Banker
Universal Banker
With reduced in-branch transactions and customer visits and rapidly progressing technology, traditional retail banking functions are becoming obsolete. No longer can a front-line team member say: “It’s not my job!” The front-line banking team is shifting from traditional positions (tellers, new account representatives, financial service representatives, etc.) to a multi-tasking, “universal” banker role. Today’s bank […]
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2 events,
2022-2023 Senior Lenders and Chief Credit Officers Forums
2022-2023 Senior Lenders and Chief Credit Officers Forums
No online registration for this event. Contact Sheena Frech to register. 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 and exchange ideas relating to the […]
4 events,
Internal Bank Audit
Internal Bank Audit
TBA is conducting this internal audit programming in conjunction with Crowe LLP for internal auditors and senior staff. This two-day program will provide an overview of the internal audit function, along with audit concepts and techniques to aid in identifying risk in areas common to all financial institutions. Program topicsAuditing the Lending FunctionAuditing Mortgage Banking FunctionsEnterprise […]
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Young Bankers Coffee Breaks
Young Bankers Coffee Breaks
The Young Bankers Board of Directors invites you to participate in this year’s first-ever Coffee Break series. These events replace the Young Bankers Leadership Luncheons in 2022. Join the Young Bankers Division for a morning filled with networking, caffeine and your fellow young bankers while learning about TBA’s Young Bankers Division. While this event is […]
2 events,
Young Bankers Coffee Breaks
Young Bankers Coffee Breaks
The Young Bankers Board of Directors invites you to participate in this year’s first-ever Coffee Break series. These events replace the Young Bankers Leadership Luncheons in 2022. Join the Young Bankers Division for a morning filled with networking, caffeine and your fellow young bankers while learning about TBA’s Young Bankers Division. While this event is […]
2 events,
Young Bankers Coffee Breaks
Young Bankers Coffee Breaks
The Young Bankers Board of Directors invites you to participate in this year’s first-ever Coffee Break series. These events replace the Young Bankers Leadership Luncheons in 2022. Join the Young Bankers Division for a morning filled with networking, caffeine and your fellow young bankers while learning about TBA’s Young Bankers Division. While this event is […]
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2 events,
Young Bankers Coffee Breaks
Young Bankers Coffee Breaks
The Young Bankers Board of Directors invites you to participate in this year’s first-ever Coffee Break series. These events replace the Young Bankers Leadership Luncheons in 2022. Join the Young […]
2 events,
Young Bankers Coffee Breaks
Young Bankers Coffee Breaks
The Young Bankers Board of Directors invites you to participate in this year’s first-ever Coffee Break series. These events replace the Young Bankers Leadership Luncheons in 2022. Join the Young […]
2 events,
Young Bankers Coffee Breaks
Young Bankers Coffee Breaks
The Young Bankers Board of Directors invites you to participate in this year’s first-ever Coffee Break series. These events replace the Young Bankers Leadership Luncheons in 2022. Join the Young […]
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1 event,
Basic Consumer Lending
Basic Consumer Lending
This two-day program is for those charged with organizing and managing consumer loans. It is excellent preparation for those interested in attending The Southeastern School of Consumer LendingSM. The workshop will address credit decision-making as well as the human relations aspect of lending. It includes case studies and role-playing to acquaint attendees with effective interviewing […]
2 events,
Training the Credit Analyst
Training the Credit Analyst
The art of credit analysis brings to light the actions or inactions of management that are the basis for the numbers on financial statements. Credit analysis serves three distinct purposes in the bank: to identify risk, opportunities, and help structure loans properly; to help customers make better business decisions; and to satisfy bank examiners. In […]
1 event,
Tax Return Analysis
Tax Return Analysis
This program will cover both personal and business tax returns. We will take a look at small business and self-employed borrowers. Cash flow and global debt analysis will be covered. […]
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