Calendar of Events
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Monday
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Tuesday
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Wednesday
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Thursday
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Friday
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Saturday
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Sunday
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3 events,
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 […] |
6 events,
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Designed for bankers seeking to gain an understanding of accounting for more complex bank transactions as required under U.S. GAAP. All topics will be specific to the activities of a […]
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In this series of recorded episodes with bonus live Q&A, banking expert and podcaster Jim Marous will equip banking professionals with the skills and knowledge to thrive in a rapidly […]
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Got everything you need in your policy? It’s annual check-up time and we are going to dissect what needs to be in your AML/CFT policy and whether it is completely […] |
5 events,
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In this day and age of UDAP/UDAAP, it’s clear that how you say what you say in your advertisements is just as important as what you say. Style matters. You […]
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According to FinCEN, in 2024 more than $688 million was reported in suspicious activity involving mail theft-related check fraud during a six-month analysis period. A significant number of these fraudulent […] |
5 events,
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Designed for bankers seeking to gain an understanding of accounting for more complex bank transactions as required under U.S. GAAP. All topics will be specific to the activities of a […]
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During this webinar, we will isolate high-level financial crimes and look at the red flags available to us to prevent them. We will also show how to work with our […] |
3 events,
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Designed for bankers seeking to gain an understanding of accounting for more complex bank transactions as required under U.S. GAAP. All topics will be specific to the activities of a […] |
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3 events,
Featured
The 2025 Emerging Leaders Conference will take place on Monday, November 3 – November 4, 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. The North Carolina Emerging Leaders (NCEL) are proud to present their annual Leadership Conference, bringing together the next generation of […] |
4 events,
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, […] |
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4 events,
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 […]
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This program has been lauded by attendees as an effective, interactive, and fun way to learn about compliance. The Alumni Session with TCA Compliance is for attendees with an intermediate or advanced knowledge of deposit and lending regulations. |
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