Education Events by Designation

 

The education department offers a variety of Continuing Education (CE) with our events that are hosted every year. Below are a breakdown of the events by CE designation, along with the contact information for the various programs.

Looking for Upcoming Live or Digital Download Webinars? Click here to access our archive.

CCTS

The Certified Corporate Trust Specialist (CCTS) certification is designed establish a recognized standard of knowledge and competence for corporate trust professionals and much more. For more information, click here.

60th Annual Trust and Wealth Management Conference
October 25-26, 2018 - Location TBD


CFSSP

The Certified Financial Services Security Professional (CFSSP) certification is the professional credential for financial services professionals whose primary function and expertise focus on management and/or execution of physical safety and security for their financial institution. For further information, click here.

BSA/AML Compliance Management 2018
February 27, 2018 - Airport Embassy Suites, Miami
February 28, 2018 - Sheraton East, Tampa

14th Annual BSA/AML School
October 16-19, 2018 - The Florida Hotel, Orlando


CLE

We hold a number of education events which qualify towards the Continuing Legal Education Requirement (CLER), a requirement that members of the Florida Bar are subject to every three years. For more information, click here

2017 Documentary Stamp Tax
November 16, 2017 - Airport Embassy Suites, Miami
November 17, 2017 - Embassy Suites USF, Tampa
November 17, 2017 - Live Streaming Video
November 17, 2017 - Virtual Campus, Tallahassee

59th Annual Florida Trust and Wealth Management Schools
July 8-13, 2018 - Ritz Carlton, Sarasota

33rd Annual Florida Bank Directors Forum
September 6-7, 2018

60th Annual Trust and Wealth Management Conference
October 25-26, 2018 - Location TBD


CPE

CPE is required for CPAs to maintain their professional competence and provide quality professional services. For more information or if you need a Certificate of Attendance from a past event, contact Letty Newton by email or at (850) 224-2265.

13th Annual BSA/AML School
October 17-20, 2017 - The Florida Hotel, Orlando

59th Annual Trust and Wealth Management Conference
October 26-27, 2017 - The Ritz Carlton Golf Resort, Naples

Cyber Security Roadshow
November 7 & 8, 2017

2017 Documentary Stamp Tax
November 16, 2017 - Airport Embassy Suites, Miami
November 17, 2017 - Embassy Suites USF, Tampa
November 17, 2017 - Live Streaming Video
November 17, 2017 - Virtual Campus, Tallahassee

Construction Loan Administration
November 30, 2017 - Airport Embassy Suites, Miami
December 1, 2017 - Embassy Suites USF, Tampa

Safety and Soundness in 2018
January 25 & 26, 2018

Bank Enterprise Risk Management
February 2, 2018

4th Annual Cyber Security Symposium
February 16, 2018

4th Annual Consumer Lending School
March 14-16, 2018

33rd Annual Consumer Compliance Seminar
April 11-13, 2018

6th Annual Women in Leadership Conference
April 19-20, 2018

3rd Annual Commercial Lending School
May 2-4, 2018

7th Annual CFO Symposium
May 24-25, 2018 - The Ritz Carlton, Sarasota

130th Annual Meeting
June 11-13, 2018 - The Breakers, Palm Beach

59th Annual Florida Trust & Wealth Management Schools
July 8-13, 2018 - Ritz Carlton, Sarasota

49th Annual Florida School of Banking 
August 5-11, 2018 - University of Florida, Gainesville

Real Estate Lending Compliance
August 23-24, 2018

33rd Annual Florida Bank Directors Forum
September 6-7, 2018 - Hammock Beach Resort, Palm Coast

Call Report Preparation 2018
September 13, 2018 - Airport Embassy Suites, Miami
September 14, 2018 - Embassy Suites USF, Tampa

 


 

CRCM

The Certified Regulatory Compliance Manager (CRCM) certification is a recognized standard of excellence for regulatory compliance professionals working in the financial services area. For more information, click here

33rd Annual Consumer Compliance Seminar
April 11-13, 2018 - The Florida Hotel, Orlando

BSA/AML Compliance Management 2018
February 27, 2018 - Airport Embassy Suites, Miami
February 28, 2018 - Sheraton East, Tampa

Real Estate Lending Compliance 2018
August 23-24, 2018 - The Florida Hotel, Orlando

14th Annual BSA/AML School
October 16-19, 2018 - The Florida Hotel, Orlando


CTFA

The Certified Trust and Financial Advisor (CTFA) certification is the recognized standard of excellence for trust and wealth advisors. For more information on obtaining the CTFA designation, click here

59th Annual Florida Trust and Wealth Management Schools
July 8-13, 2018 - Ritz Carlton, Sarasota

60th Annual Trust and Wealth Management Conference
October 25-26, 2018 - Location TBD


PHR/SPHR

Advance your HR career by earning the Professional in Human Resources (PHR) or Senior Professional in Human Resources (SPHR) from the HR Certification Institute. For more information, click here.

2018 HR & Wellness Conference
March 1-2, 2018 - The Florida Hotel, Orlando