Peer Group Meetings

TBA offers several programs for bankers to network in a relaxed, informal setting. These meetings are designed to build community and give bankers the opportunity to exchange ideas, dissect problems and discuss relevant topics and issues with their peers.

Executive Forums

Take advantage of this exclusive opportunity to join executive level banking professionals, like yourself, in pertinent conversations specific to your management roles. There are four Forums that cater to each executive position: CEO, CFO, Senior Lender, and IT & Security Officer. Forums are typically broken into two groups capped at 20 participants, which are formed based on bank asset size and market. This ensures all participants can relate to the topics and competition is minimal. The facilitator will encourage everyone to submit topics of interest prior to each Forum to further customize each meeting.

*Forums are for TBA Bank Members only*
Note that size is limited, so claim your seat before your Forum is full.

Each Forum meets three times per calendar year for one day. Meetings will either be held virtually or in Austin. Exact location TBD. The CFO, Senior Lender and IT/Security Forums are broken into two groups based on bank asset size and market. If your registration is approved for 2023, you will be assigned your group by TBA staff to ensure that topics are relatable to you and competition is minimal.

2023 Forum Schedule

Download the 2023 Executive Forums registration form.

IT &




March 6 or 7
March 9 or 10
March 22 or 23
March 24
June 20 or 21
July 13 or 14
July 19 or 20 July 21
Oct. 30 or 31
Nov. 2 or 3 Nov. 15 or 16
Nov. 17


Exact location to be determined.

Have a question? Need more info?

Contact TBA:
[email protected]

Virtual Huddles

Huddles are free, informal peer-to-peer networking sessions for professionals in the banking industry. Participants tackle several topics developed by training professionals and session attendees. Meetings typically last one hour.

Peer Groups include:

  • HR
  • ELEVATE (Women in Banking)
  • BSA & Compliance
  • Bank Trainers
  • Operations

Visit the TBA store to see upcoming Huddles.