Meeting & Event Topics

Products & Publications

Upcoming Meetings & Events

Virtual Texas Trust School
July 19 - 30, 2021
Virtual,TX

Our widely recognized annual school provides an introduction to all facets of trust. The program will establish a foundation of the functional areas of trust; provide requirements of state and federal law; identify key considerations for estate planning and the management of tax issues; and offer ... more


Compliance & ERM School
August 2 - 3, 2021
Austin

Both Compliance Management Systems (CMS) and Enterprise Risk Management (ERM) are closely aligned and essential to maintaining stability, integrity and an impactful community presence. Regulatory scrutiny around ERM continues to increase for banks of all sizes. As a result, we've incorporated ERM ... more


Cybersecurity Update Seminar
August 10 - 11, 2021
Virtual

This seminar provides training on evolving cybersecurity threats and what your bank should do to build a strong Information Security Program that helps protect against real-world threats. We  will identify components of a comprehensive Information Security Program that enables successful IT ... more


2021 TBA Annual Convention
August 25 - 27, 2021
Austin

The TBA Annual Convention is your opportunity to convene with fellow bankers and banking suppliers to network, share ideas and learn about industry issues, political updates and much more!

Information will be updated on the ... more


Real Estate Lending Compliance Seminar
August 31 - September 1, 2021
San Antonio

Every year, major changes appear and this year is no exception. Provisions of the Economic Growth, Regulatory Relief and Consumer Protection Act (EGRRCPA) continue to unfold. Those provisions impact Reg Z,  Reg C, the Fair Credit Reporting Act and the SAFE Act. Revisions and clarification of ... more


CRA Review & Update Seminar
September 2, 2021
San Antonio

It has been years since the federal bank regulatory agencies have overhauled the Community Reinvestment Act (CRA). Right now, major revisions are unfolding, but in an awkward manner.  At present, the FDIC, the OCC and the Federal Reserve Board are united in the belief that major revisions ar ... more


Real Estate Lending School
September 13 - 15, 2021
Austin

The 16th Annual Real Estate Lending School provides bankers with a solid foundation for managing and producing a quality loan portfolio of residential and commercial real estate secured loan underwriting, decision making, documentation, compliance, administration and more. The program is intended ... more


Call Report Preparation Seminar
September 13 - 14, 2021
Farmers Branch

The Call Report has been subject to many changes throughout 2020 and 2021 and continues to be impacted by economic, accounting and regulatory revisions. Recent challenges related to the COVID-19 economic crisis have added to the burden with changes impacting all financial institutions. 
... more


100th Annual Agriculture & Rural Affairs Conference
September 22 - 24, 2021
Austin

Community Bank CEOs, Senior Lending Officers and Ag Customers will benefit from attending this ag industry update. The networking opportunities and presentations are invaluable to you and your success in the market. Conference topics address legal, legislative and market issues impacting agribusi ... more


2021 Wealth Management & Trust Conference
September 29 - October 1, 2021
Austin

The annual Wealth Management & Trust Conference is a must for wealth management and trust professionals throughout Texas and neighboring states.

Featuring top-notch speakers and materials, continuing education credit (CTFA, MCLE, CPE) and valuable networking opportunities, the event i ... more


2021 WMT Sponsors & Exhibitors
September 29 - October 1, 2021

SAVE THE DATE: Internal Audit School
October 4 - 7, 2021

This comprehensive program teaches you the basics as well as the more complex aspects of the audit function. Program topics and materials focus on developing the essentials of auditing - planning, performing, documenting and reporting. In addition, there will be an emphasis on developing skills i ... more


Annual Legal Conference: Presented by SWABC and TBA
October 7 - 8, 2021
San Antonio

Trust and Estate Forum
October 12, 2021
Virtual

This program offers high-level presentations and discussions on current issues facing leaders in the trust arena. From trust and regulatory developments to staying competitive, this program offers timely content along with continuing education credits and senior-level peer interactions.


CFO Conference
October 13 - 15, 2021
Dallas

The constant change in the community bank CFO’s environment — regulatory, legislative and accounting — is creating very real challenges and burdens. In the shifting landscape of the financial services industry, CFOs are confronted daily by situations that call for a range of exp ... more


Trust Risk Issues and Compliance
October 21, 2021
Virtual

New regulation and litigation heighten risks for fiduciaries. With an increasingly complex operating environment, your organization needs to stay on top of the latest issues, challenges and approaches to compliance, auditing and risk management. This seminar includes valuable material, presentati ... more


Security & Risk Management Conference
November 17 - 19, 2021
San Antonio

The security function is an integral part of bank operations. Fulfilling your role as security officer does not need to be a full-time job, but it must be a professional one. Security officers need a working knowledge of the laws, regulations and industry standards that give them the duty, author ... more


Management Development Program (MDP) - Class XIV
March 1 - October 31, 2022

Thank you for your interest in the Management Development Program. We are currently full and not taking registrations at this time. Please check back for the opportunity to join the next class. TBA's Manageme ... more