Meeting & Event Topics

Products & Publications

Upcoming Meetings & Events

2023 Senior Lender Forum
March 22 - November 16, 2023
Austin

Take advantage of this exclusive opportunity and apply to join other executive-level banking professionals in pertinent conversations specific to your management role. Improve your effectiveness in your role and solve your most pressing concerns. Obtain access to highly respected industry experts ... more


2023 CEO Forum
March 24 - November 17, 2023
Austin

Take advantage of this exclusive opportunity and apply to join other executive-level banking professionals in pertinent conversations specific to your management role. Improve your effectiveness in your role and solve your most pressing concerns. Obtain access to highly respected industry experts ... more


2023 Call Report Preparation
September 25 - 26, 2023
San Antonio & Virtual,TX
The Call Report is constantly changing, producing confusion and many questions. The seminar is the most comprehensive Call Report training that we offer. It provides basic training for new preparers and complete coverage of new and complex issues for experiences preparers. As new matters arise, they ... more

2023 Annual Legal Conference
September 27 - 29, 2023
Denver
2023 Annual Legal Conference
September 27-29, 2023 • Denver, CO
Hosted by the Southwest Association of Bank Counsel and the Texas Bankers Association

Registration for the annual Legal conference in Denver on September 27-29 is now open.&nbs ... more

HR Huddle
September 28, 2023
Virtual

Huddles are free, informal peer-peer networking sessions for professionals in the banking industry. Participants tackle several topics developed by session attendees.

Registering Someone Else: Click Register a Coworker and select their name from the drop-down list. T ... more


Internal Audit School 2023
October 2 - 4, 2023
Virtual
This three-day course will discuss the establishment and execution of an effective and efficient internal audit program.  Attendees will learn the objectives of internal audit, and helpful techniques to reach those objectives. Internal audit should be a value-added function and not just a &ldqu ... more

Bank Trainers Conference 2023
October 4 - 6, 2023
New Orleans

Join hundreds of training professionals, from across the country and beyond, for this educational event created exclusively for financial institution training officers.

Every year we deliver:

  • A wide variety of workshops covering everything from eLearning to Presentation ... more

Bank Supervisor School 2023
October 11 - 13, 2023
Farmers Branch

Explore the coaching and leadership skills that ensure your plan for success as a highly effective supervisor in this results-oriented workshop!  Attendees will develop the attitude, aptitude, skills, confidence, persistence and commitment to excel in this multi-tasking, challenging role.&nb ... more


CRE Lending Boot Camp 2023
October 18 - 19, 2023
Virtual

Using case studies, this two-day virtual seminar (12 hours training total) demonstrates the key variables and concepts for determining CRE cash flow, using the cash flow to determine debt service coverage and estimate the property’s value. Attendees will gain an understanding of the key com ... more


IT & Security Forum - Oct
October 30 - 31, 2023
Austin

Understanding Bank Performance
October 30 - November 21, 2023
Virtual

TBA is partnering with Washington Bankers Association to bring you this virtual program. Participants will learn how to assess and analyze a bank’s financial performance working with data from real institutions, including your own bank.  Ultimately, participants ... more


2023 Trust & Estate Forum
November 2 - 3, 2023

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 c ... more


2023 Chief Risk Officer & Risk Executive Forum
November 7, 2023
Austin,TX
This event provides an opportunity for financial service organizations who are working to formalize risk management functions to discuss topics related to meeting the demands of growth as well as meet the expectations of regulatory agencies.  Possible topics for discussion include fintech partn ... more

Lending Compliance Update 2023
November 7, 2023
Virtual

“Keeping up” is the most common training goal for compliance and lending personnel. Often, errors occur simply because the lender was unaware of the change. This fast-paced virtual seminar provides a thorough update on numerous lendin ... more


ELEVATE Huddle
November 7, 2023
Virtual

ELEVATE is a virtual forum created exclusively for women in banking. It is designed to encourage, support, motivate and inspire.   Join this one-hour meetup to connect with your peers and discuss today's joys and challenges now.

Registering Someone Else:  ... more


2023 Trust Audit & Operations Program
November 8 - 9, 2023
Austin,TX
This seminar explores a range of timely areas pertaining to trust operations and audit such as recent regulatory and legislative developments, unique assets, products and services, tax implications and other practical applications. There will also be a "Hot Button Topics" session presented by regula ... more

BSA & Compliance Huddle
November 15, 2023
Virtual

Huddles are free, informal peer-peer networking sessions for professionals in the banking industry. Participants tackle several topics developed by session attendees.

Registering Someone Else: Click Register a Coworker and select their name from the drop-down list. T ... more


Security & Risk Management Conference 2023
November 29 - December 1, 2023
San Antonio
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, authority and responsibility to act. They must also be able to develop policies an ... more

ACH Compliance Specialist Boot Camp 2023
December 13 - 14, 2023
Virtual

This two-day intermediate class addresses the heightened regulatory concerns in our rapidly changing payments environment, with a focus on risk mitigation.

We will explore new ACH Rules and outline the steps to implement these changes. A focused discussion of ACH Origination provides the ... more


CFO Conference 2024
June 12 - 14, 2024
Horseshoe Bay,TX

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