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CEO/Executive Management Conference
CEO/Executive Management Conference
The Tennessee and Mississippi Bankers Associations jointly announce the 2024 CEO/Executive Management Conference. This conference offers great educational and networking opportunities for CEOs and other senior bank officers, along with their spouses/guests.The 2024 conference will take place at the Ritz Carlton in Ft. Lauderdale, Fla.Hotel InformationTo make reservations at the Ritz Carlton Ft. Lauderdale, call […]
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Basic and Advanced IRA–Fall Session
Basic and Advanced IRA–Fall 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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Opening New Business Accounts in Tennessee – An Evening Program
Opening New Business Accounts in Tennessee – An Evening Program
Participants in this three-hour evening program, held in four locations across the state, learn the requirements at onboarding and account opening that are governed by state law, federal regulation, or […]
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Basic and Advanced IRA–Fall Session
Basic and Advanced IRA–Fall Session
Loni Porta of Convergent Retirement Plan Solutions, LLC, will cover the basic and advanced aspects as an IRA custodian.Day 1, Basic:Join us for the IRA Basics course for a full-circle […]
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Treasury Management Forum
Treasury Management Forum
There is no online registration for these forums. Please contact Sheena Frech to participate.Join us for this new forum series that provides an opportunity for members to actively engage in moderated peer discussions to address the challenges and growth opportunities in Treasury Management. The forum encourages idea sharing and collaboration among those who are responsible […]
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Women in Banking Conference
Women in Banking Conference
This conference is devoted to the development of Tennessee women banker leadership. Successful women managers from Tennessee’s financial institutions and other affiliated professional groups will share their expertise, experience, and […]
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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 […]
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