Calendar of Events
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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
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
The in-person program on September 25 has been canceled. The virtual session on October 7 is still available. Participants in this program learn the requirements at onboarding and account opening that […]
2 events,
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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2 events,
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 […]
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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 knowledge. This event is designed to encourage, support, and inspire women bankers. It will benefit all levels of staff from any financial institution or financial […]
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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.Hotel InformationFairfield Inn & Suites Nashville MetroCenter100 French Landing DriveNashville, TNTBA is holding a block of rooms […]
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Call Report Preparation
Call Report Preparation
This Call Report seminar will update participants on the frequent changes to the Federal Call Report’s instructions and requirements, which are revised almost every quarter. The session also serves as a refresher course on how to prepare the Call Report, covering related accounting principles and regulatory issues. Attendees will get an in-depth look at the […]
