Calendar of Events
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Trust and Wealth Management Conference
Trust and Wealth Management Conference
The Trust and Wealth Management Conference is the annual meeting for TBA members working in the trust area. Events include an opening night reception and dinner, with the business session providing information on a variety of topical trust issues. Attendee List Presenters and TopicsCyber Risk Rising: What to Expect and How to Prepare in 2022Brook […]
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IT/Operations/Information Security Officer Forums
IT/Operations/Information Security Officer Forums
No online registration for this event. Contact Sheena Frech to register. These 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 on […]
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2022-2023 Senior Human Resources Forums
2022-2023 Senior Human Resources Forums
No online registration for this event. Contact Sheena Frech to register. This program provides an opportunity to individuals responsible for human resources issues in their institutions to discuss concerns and explore solutions to problems they face on a daily basis. Facilitated by Littler Mendelson, PC, the world’s largest law firm devoted exclusively to representing management […]
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Retail Banking Officer Forums
Retail Banking Officer Forums
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 Professional Education (CPE) credit per session […]
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Compliance Conference
Compliance Conference
When you attend TBA’s Compliance Conference, you will hear from nationally known presenters, as well as national and regional regulatory professionals who will provide current, practical, and workable solutions to the regulatory changes that are occurring with increasing frequency. The format of the conference includes general sessions, panel presentations, and breakout sessions. It provides a […]
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2022-2023 Senior Compliance Officer Forums
2022-2023 Senior Compliance Officer Forums
No online registration available for this event. To register, contact Sheena Frech. These forums, facilitated by Connie Edwards, CRCM, shareholder, Saltmarsh, Cleaveland and Gund, bring together senior compliance officers—those for whom compliance is their primary responsibility within the institution—in a small group setting to exchange ideas freely, dissect challenges, and discuss solutions that can improve […]
Call Report Preparation
Call Report Preparation
The instructions and requirements for the Federal Call Report change frequently, with revisions occurring nearly every quarter. This seminar will familiarize participants with the details of recent changes. In addition, this seminar serves as a refresher course for the Call Report preparation and addresses related accounting principles and regulatory issues that impact the preparation of the […]
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