Meeting & Event Topics

Upcoming Meetings & Events

Essentials of Banking Series
January 25 - April 25, 2024
Virtual

The Essentials of Banking Series provides a complete overview of banking principles and operations. This four-part series is a must for new and seasoned employees to deepen their banking knowledge.  For a comprehensive understanding of banking principles and operati ... more


Essentials of Banking Series
January 25 - April 25, 2024
Virtual

The Essentials of Banking Series provides a complete overview of banking principles and operations. This four-part series is a must for new and seasoned employees to deepen their banking knowledge.  For a comprehensive understanding of banking principles and operati ... more


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BSA/AML Basics Seminar
February 22, 2024
Virtual

This one-day VIRTUAL seminar provides an up-to-date overview covering a wide range of top industry concerns to ensure your knowledge and understanding of BSA/AML requirements. In the age of deregulation, BSA/AML is here to stay, with its ever-increasing compliance expectations. Compliance Allianc ... more


BSA/AML Basics Seminar
February 22, 2024
Virtual

This one-day VIRTUAL seminar provides an up-to-date overview covering a wide range of top industry concerns to ensure your knowledge and understanding of BSA/AML requirements. In the age of deregulation, BSA/AML is here to stay, with its ever-increasing compliance expectations. Compliance Allianc ... more


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Trust Real Estate & Energy Conference 2024
February 29 - March 1, 2024
Austin

This two-day event offers a unique, tailored opportunity for asset management professionals. It offers a full day of presentations on the latest topics in both the areas of real estate and energy. Speakers will address topical and complex issues valuable to the seasoned real estate and energy pro ... more


Trust Real Estate & Energy Conference 2024
February 29 - March 1, 2024
Austin

This two-day event offers a unique, tailored opportunity for asset management professionals. It offers a full day of presentations on the latest topics in both the areas of real estate and energy. Speakers will address topical and complex issues valuable to the seasoned real estate and energy pro ... more


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Frontline Excellence
March 5, 2024
Virtual
Frontline Excellence (previously Essential Teller Issues), is a program that covers five pivotal modules for today’s front-line professionals. This program serves as an important reminder about the significance of their role, serving as the CEOs of the customer experience and reinforcing the i ... more

Frontline Excellence
March 5, 2024
Virtual
Frontline Excellence (previously Essential Teller Issues), is a program that covers five pivotal modules for today’s front-line professionals. This program serves as an important reminder about the significance of their role, serving as the CEOs of the customer experience and reinforcing the i ... more

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Women in Banking Conference 2024
March 7 - 8, 2024
Fort Worth, TX

 

The Women in Banking Conference is designed to encourage, support and inspire women to maximize their banking career. Women at all levels will gain knowledge from other successful women in leadership roles and learn how they’ve been able to succeed and rise above.

... more


Women in Banking Conference 2024
March 7 - 8, 2024
Fort Worth,TX

 

The Women in Banking Conference is designed to encourage, support and inspire women to maximize their banking career. Women at all levels will gain knowledge from other successful women in leadership roles and learn how they’ve been able to succeed and rise above.

... more


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2024 Senior Lender Forum
March 18 - November 5, 2024
Austin, TX

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


2024 Senior Lender Forum
March 18 - November 5, 2024
Austin,TX

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


 
2024 CFO Forum
March 20 - November 7, 2024
Austin, TX

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


2024 CFO Forum
March 20 - November 7, 2024
Austin,TX

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


 
ELEVATE Huddle
March 21, 2024
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


ELEVATE Huddle
March 21, 2024
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


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2024 CEO Forum
March 22 - November 8, 2024
Austin, TX

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


2024 CEO Forum
March 22 - November 8, 2024
Austin,TX

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


 
2024 Call Report Update
March 22, 2024
Virtual

This fast-track virtual seminar provides an update for experienced preparers and reviewers. New, proposed, and revised changes will be presented in summary form followed by a more detailed discussion. The seminar ends with a discussion of commonly cited errors.

... more


2024 Call Report Update
March 22, 2024
Virtual

This fast-track virtual seminar provides an update for experienced preparers and reviewers. New, proposed, and revised changes will be presented in summary form followed by a more detailed discussion. The seminar ends with a discussion of commonly cited errors.

... more


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2024 IT & Security Forum
March 26 - October 30, 2024
Austin, TX

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


2024 IT & Security Forum
March 26 - October 30, 2024
Austin,TX

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


 
HR Huddle
March 27, 2024
Stephenville, TX

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 ... more


HR Huddle
March 27, 2024
Stephenville,TX

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 ... more


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Construction Loans: Administering & Monitoring
April 1, 2024
Virtual
Construction loans for both residential and commercial real estate (CRE) remain a major part of commercial bank lending. Residential construction continues to expand, with remodeling outpacing new homes in some markets. CRE construction projects have seen strong growth in most areas. This progr ... more

Construction Loans: Administering & Monitoring
April 1, 2024
Virtual
Construction loans for both residential and commercial real estate (CRE) remain a major part of commercial bank lending. Residential construction continues to expand, with remodeling outpacing new homes in some markets. CRE construction projects have seen strong growth in most areas. This progr ... more

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Commercial & Residential Appraisals
April 2, 2024
Virtual
Learn the fundamental principles of the appraisal process, with a focus on reviewing the report for integration into the overall underwriting. The class will also provide an overview of the 2010 Interagency Appraisal and Evaluation Guidelines, the 2018 FAQs on Appraisal Regulations and the Interagen ... more

Commercial & Residential Appraisals
April 2, 2024
Virtual
Learn the fundamental principles of the appraisal process, with a focus on reviewing the report for integration into the overall underwriting. The class will also provide an overview of the 2010 Interagency Appraisal and Evaluation Guidelines, the 2018 FAQs on Appraisal Regulations and the Interagen ... more

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Agriculture & Rural Affairs Conference 2024
April 3 - 5, 2024
Fort Worth

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. 

See below schedule and additional details and register on ... more


Agriculture & Rural Affairs Conference 2024
April 3 - 5, 2024
Fort Worth

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. 

See below schedule and additional details and register on ... more


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Compliance School 2024
April 7 - 12, 2024
Georgetown

Federal consumer protection laws continue to be a tidal wave of change! This is your opportunity to gain an excellent understanding and prepare your financial institution for compliance. The curriculum covers the basic requirements of all the major consumer compliance regulations. What is not dir ... more


Compliance School 2024
April 7 - 12, 2024
Georgetown

Federal consumer protection laws continue to be a tidal wave of change! This is your opportunity to gain an excellent understanding and prepare your financial institution for compliance. The curriculum covers the basic requirements of all the major consumer compliance regulations. What is not dir ... more


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Compliance Update School 2024
April 9 - 10, 2024
Georgetown, TX

Federal consumer protection laws continue to be a tidal wave of change! This school meets the needs of Texas Bankers Association Compliance School graduates interested in maintaining their professional investment. It provides an update on key compliance issues, recent legislation and changes in e ... more


Compliance Update School 2024
April 9 - 10, 2024
Georgetown,TX

Federal consumer protection laws continue to be a tidal wave of change! This school meets the needs of Texas Bankers Association Compliance School graduates interested in maintaining their professional investment. It provides an update on key compliance issues, recent legislation and changes in e ... more


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HR Huddle
April 10, 2024
McAllen, TX

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


HR Huddle
April 10, 2024
McAllen,TX

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


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ALM & Portfolio Management School 2024
April 17 - 18, 2024
Farmers Branch, TX

As the economic cycle evolves, the underlying strategies we use to manage our interest rate risk remain the same, but the tools we use - and how we use them - change dramatically. The unintended consequences of the Pandemic caused significant change in our marketplace on both sides of the balance ... more


ALM & Portfolio Management School 2024
April 17 - 18, 2024
Farmers Branch,TX

As the economic cycle evolves, the underlying strategies we use to manage our interest rate risk remain the same, but the tools we use - and how we use them - change dramatically. The unintended consequences of the Pandemic caused significant change in our marketplace on both sides of the balance ... more


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2024 Chief Risk Officer & Risk Executive Forum
April 25, 2024
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.
Topic discussions include:
... more

2024 Chief Risk Officer & Risk Executive Forum
April 25, 2024
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.
Topic discussions include:
... more

 
Texas Secured Loan Documentation 2024
April 29, 2024
Austin
Don’t miss this once-a-year opportunity to attend one of TBA's most popular training events. The day begins with a review of UCC legal principles, practices and standard security agreements. The basic characteristics of the various types of legal entities (i.e., corporations, partnerships, tru ... more

Texas Secured Loan Documentation 2024
April 29, 2024
Austin
Don’t miss this once-a-year opportunity to attend one of TBA's most popular training events. The day begins with a review of UCC legal principles, practices and standard security agreements. The basic characteristics of the various types of legal entities (i.e., corporations, partnerships, tru ... more

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Texas Real Estate Loan Documentation 2024
April 30, 2024
TBA Headquarters & Virtual

This is a comprehensive overview of Texas real estate loan documentation requirements, regulatory compliance issues, sound loan administration issues and best practices. Necessary pre-closing and closing real estate loan documents and requirements will be discussed with a focus on their purpose, ... more


Texas Real Estate Loan Documentation 2024
April 30, 2024
TBA Headquarters & Virtual

This is a comprehensive overview of Texas real estate loan documentation requirements, regulatory compliance issues, sound loan administration issues and best practices. Necessary pre-closing and closing real estate loan documents and requirements will be discussed with a focus on their purpose, ... more


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2024 TBA Annual Convention
May 8 - 10, 2024
Arlington, TX

Schedule Overview

Wednesday, May 8
7:00 AM - 2:00 PM
Offsite Golf Tournament -  ... more


2024 TBA Annual Convention
May 8 - 10, 2024
Arlington,TX

Schedule Overview

Wednesday, May 8
7:00 AM - 2:00 PM
Offsite Golf Tournament -  ... more


 
Virtual Cross Channel Risk Academy
May 14 - 15, 2024
Virtual

ePay’s Cross-Channel Risk Academy gives attendees a solid foundation for risk detection and mitigation by providing an understanding of the risks, fraud potential, and governing rules and regulations for each of the four identified payment systems. View Brochure Your Registration Options: + ... more


Virtual Cross Channel Risk Academy
May 14 - 15, 2024
Virtual

ePay’s Cross-Channel Risk Academy gives attendees a solid foundation for risk detection and mitigation by providing an understanding of the risks, fraud potential, and governing rules and regulations for each of the four identified payment systems. View Brochure Your Registration Options: + ... more


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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


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


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2024 BSA/AML Compliance School
July 15 - 17, 2024
San Antonio, TX
Available both in-person and online, this school provides a unique opportunity to get some rare “how to” instruction. The curriculum changes each year to provide up-to-date, ongoing training for experienced BSA/AML professionals. The optional BSA/AML Basics seminar on July 15 provid ... more

2024 BSA/AML Compliance School
July 15 - 17, 2024
San Antonio,TX
Available both in-person and online, this school provides a unique opportunity to get some rare “how to” instruction. The curriculum changes each year to provide up-to-date, ongoing training for experienced BSA/AML professionals. The optional BSA/AML Basics seminar on July 15 provid ... more

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2024 Texas Trust School
July 22 - 26, 2024
Dallas

Thank you for your interest in TBA's 2023 Trust School! This widely recognized school provides an introduction to all facets of trust. The comprehensive curriculum reflects a broad spectrum of topics consistent with CTFA methodology. The program will establish a foundation of the functional areas ... more


2024 Texas Trust School
July 22 - 26, 2024
Dallas

Thank you for your interest in TBA's 2023 Trust School! This widely recognized school provides an introduction to all facets of trust. The comprehensive curriculum reflects a broad spectrum of topics consistent with CTFA methodology. The program will establish a foundation of the functional areas ... more


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2024 Graduate Texas Trust School
July 22 - 26, 2024
Dallas

Thank you for your interest in TBA's 2023 Graduate Trust School! Our Graduate Trust School is a comprehensive, intermediate course designed to provide former Trust School students and other trust professionals a logical next step in their professional development. It offers quality education and ... more


2024 Graduate Texas Trust School
July 22 - 26, 2024
Dallas

Thank you for your interest in TBA's 2023 Graduate Trust School! Our Graduate Trust School is a comprehensive, intermediate course designed to provide former Trust School students and other trust professionals a logical next step in their professional development. It offers quality education and ... more


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HR & Operations Conference 2024
July 24 - 26, 2024
Fort Worth, TX

The TBA HR and Operations Conference has offered community bank HR and operations officers this industry update for more than ninety years. Geared specifically to the needs of supervisors, operations officers and HR professionals, the program presents the latest information and techniques to help ... more


HR & Operations Conference 2024
July 24 - 26, 2024
Fort Worth,TX

The TBA HR and Operations Conference has offered community bank HR and operations officers this industry update for more than ninety years. Geared specifically to the needs of supervisors, operations officers and HR professionals, the program presents the latest information and techniques to help ... more


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2024 Annual Legal Conference
September 11 - 13, 2024
Austin

**Thank you to our event sponsors!!**

Hotel

This year's event will be held, in the heart of downtown, at The Driskill. The hotel is only a few blocks from TBA's new headquarters, where the reception will be he ... more


2024 Annual Legal Conference
September 11 - 13, 2024
Austin

**Thank you to our event sponsors!!**

Hotel

This year's event will be held, in the heart of downtown, at The Driskill. The hotel is only a few blocks from TBA's new headquarters, where the reception will be he ... more


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Complete Fundamentals Fall Class
September 16 - 17, 2024
Austin, TX

This introductory seminar combines elements from the prior Trust Fundamentals, Estate Fundamentals, and Investment Fundamentals programs into an efficient two-day format. This cost-effective seminar is perfect for newcomers to the trust field, internal auditors, administrative assistants, busines ... more


Complete Fundamentals Fall Class
September 16 - 17, 2024
Austin,TX

This introductory seminar combines elements from the prior Trust Fundamentals, Estate Fundamentals, and Investment Fundamentals programs into an efficient two-day format. This cost-effective seminar is perfect for newcomers to the trust field, internal auditors, administrative assistants, busines ... more


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Security & Risk Management Conference 2024
September 18 - 20, 2024
Bee Cave, TX
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

Security & Risk Management Conference 2024
September 18 - 20, 2024
Bee Cave,TX
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

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2024 Operations Audit & Compliance
September 26 - 27, 2024
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, data analytics, risk assessment and other practical applications. There will also be a "Hot Button Topics" session presented by regulators ... more


2024 Operations Audit & Compliance
September 26 - 27, 2024
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, data analytics, risk assessment and other practical applications. There will also be a "Hot Button Topics" session presented by regulators ... more


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2024 Trust & Estate Forum
October 17 - 18, 2024
Austin, TX

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.


2024 Trust & Estate Forum
October 17 - 18, 2024
Austin,TX

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.


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