Branch Manager Bootcamp: Business Development (7/16 or 7/24)

Objective: This session focuses on the relationship building process to identify how to gain the trust of your client, gain a larger share of wallet, and present solutions that solve your clients’ needs. Key Skill Transfers/Takeaways: Mastering pre-call planning. Learning to call virtually or in-person on the right (most profitable) clients and prospects. Building relationships […]

2025 Fraud Academy

Fraud Academy is a pioneering initiative designed to arm bankers with the skills needed to detect and combat fraud. Our unique program features insights from experts across the DEA, FBI, the Secret Service, law enforcement, and the financial industry, offering a robust education in fraud prevention from those who know it best. With fraud costing […]

Branch Manager Bootcamp: Maintaining Superior Team Performance (8/20 or 8/28)

Objective: This session focuses on the manager’s role in building and leading an effective service and sales organization. Managers will learn to plan and direct the team toward an effective business development effort.. Managers learn to evaluate individual performance and build performance standards that blend with the company’s mission and vision. Key Skill Transfers/Takeaways: Plan […]

2025 Fall BSA/AML/CFT Update with Patti Joyner

Online

This event is facilitated by Patty Joyner of Financial Solutions, a frequent presenter for the American Bankers Association where she serves as a faculty member of its prestigious Stonier Graduate School of Banking, National, Intermediate and Graduate Compliance Schools and frequent presenter at ABA’s highly effective in-bank compliance schools for larger financial institutions. Additionally, Patti […]

Bank Trainers Conference

Experience the premier event for HR and Training Professionals in the banking, credit union, and non-bank sector. It’s where careers take off, institutions begin to scale, and industry leaders unite. #BankTrainers2025 is right for you if you want to … Get inspired – Hear from top training and HR speakers, leaving you inspired and ready […]

Professional Women’s Conference

Grandover Resort 1000 Club Rd, Greensboro, Greensboro, NC, United States

This conference is designed for women who are interested in enhancing their careers and personal and professional networks.

Management Forum

Omni Grove Park Inn Asheville, NC, United States

The 2025 Management Forum will take place on Tuesday, November 4 – November 6, 2025 at the OMNI Grove Park Inn, allowing attendees the chance to hear from experts in their own field, in addition to industry-wide sessions. This conference is relevant to those who contribute to the bank management team, including CEOs, CFOs, Credit Officers, Security Officers, COOs, […]