Education Events by Topic

 

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Auditing


Call Report Preparation 2019
September 5, 2019 - Airport Embassy Suites, Miami
September 6, 2019 - Airport Embassy Suites, Orlando

Construction Loan Administration
November 14, 2019 - Airport Embassy Suites, Miami
November 15, 2019 - Embassy Suites USF, Tampa

6th Annual Cyber Security Symposium
February 7, 2020 - The Florida Hotel, Orlando

Security & Risk Management
April 17, 2020 - The Florida Hotel, Orlando

 



5th Annual Cyber Security Symposium
February 8, 2019 - Embassy Suites USF, Tampa

Security & Risk Management
April 18, 2019 - The Florida Hotel, Orlando

Call Report Preparation 2019
September 5, 2019 - Airport Embassy Suites, Miami
September 6, 2019 - Airport Embassy Suites, Orlando

Construction Loan Administration
November 8, 2018 - Airport Embassy Suites, Miami
December 9, 2018 - Embassy Suites USF, Tampa

Branch Manager


7th Women in Leadership Conference
May 9-10, 2019 - Rosen Shingle Creek, Orlando

Bank Officer Calling
May 17, 2019 - The Florida Hotel, Orlando

Universal Banker Certification Program #2
May 24, 2019 - Airport Embassy Suites, Orlando

Universal Banker Certification Program #3
July 26, 2019 - Airport Embassy Suites, Orlando

Universal Banker Certification Program #4
October 11, 2019 - Airport Embassy Suites, Orlando

Universal Banker Certification Program #1
February 14, 2020 - Airport Embassy Suites, Orlando

10th Annual Florida Supervisors Academy
March 25-27, 2020 - The Florida Hotel, Orlando

4th Annual Commercial Lending School
April 22-24, 2020 - The Florida Hotel, Orlando

Security & Risk Management
April 17, 2020 - The Florida Hotel, Orlando


Chief Financial Officer


8th Annual CFO Symposium
May 2-3, 2019 - Rosen Shingle Creek, Orlando

7th Women in Leadership Conference
May 9-10, 2019 - Rosen Shingle Creek, Orlando

Asset Liability Management
January 30, 2020 - Airport Embassy Suites, Miami
January 31, 2020 - Embassy Suites USF, Tampa

Bank Risk Management
February 21, 2020 - The Florida Hotel, Orlando

6th Annual Cyber Security Symposium
February 7, 2020 - Embassy Suites USF, Tampa


Compliance


7th Women in Leadership Conference
May 9-10, 2019 - Rosen Shingle Creek, Orlando

Real Estate Lending Compliance 2019
July 11-12, 2019 - The Florida Hotel, Orlando

Call Report Preparation 2019
September 5, 2019 - Airport Embassy Suites, Miami
September 6, 2019 - Airport Embassy Suites, Orlando

14th Annual BSA/AML School
October 22-25, 2019 - The Florida Hotel, Orlando

Advanced Florida Deposit Account Administration
November 7, 2019 - Airport Embassy Suites, Miami
November 8, 2019 - The Florida Hotel, Orlando
November 8, 2019 - Live Streaming Video

35th Annual Consumer Compliance Seminar
April 1-3, 2020 - The Florida Hotel, Orlando

BSA/AML Compliance Management 2020
May 21, 2020 - Airport Embassy Suites, Miami
May 22, 2020 - The Florida Hotel, Orlando

Security & Risk Management
April 17, 2020 - The Florida Hotel, Orlando



 

Deposits


Call Report Preparation
September 5, 2019 - Airport Embassy Suites, Miami
September 6, 2019 - Airport Embassy Suites, Orlando

Advanced Florida Deposit Account Administration
November 7, 2019 - Airport Embassy Suites, Miami
November 8, 2019 - The Florida Hotel, Orlando
November 8, 2019 - Live Streaming Video

35th Annual Consumer Compliance Seminar
April 1-3, 2020 - The Florida Hotel, Orlando



Directors


7th Women in Leadership Conference
May 9-10, 2019 - Rosen Shingle Creek, Orlando

34th Annual Florida Bank Directors Forum
October 3-4, 2019 - Ritz Carlton Golf Resort, Naples

Asset Liability Management
January 30, 2020 - Airport Embassy Suites, Miami
January 31, 2020 - Embassy Suites USF, Tampa

6th Annual Cyber Security Symposium
February 7, 2020 - The Florida Hotel, Orlando

Bank Enterprise Risk Management
February 21, 2020 - Embassy Suites USF, Tampa


Human Resources


7th Women in Leadership Conference
May 9-10, 2019 - Rosen Shingle Creek, Orlando

10th Annual Florida Supervisors Academy
March 25-27, 2020 - The Florida Hotel, Orlando

2020 HR & Wellness Conference

March TBD, 2020 - The Florida Hotel, Orlando




IRAs

The following is a list of learning opportunities provided in conjunction with the Graduate School of Banking at the University of Wisconsin-Madison. Each topic below corresponds to a webinar offered by the school. For more information or to register, click here.

 

• IRA Basics
• IRA Beneficiary Distributions
• IRA Compliance
• IRA-Direct Rollovers and Other Portability Issues
• IRA Required Minimum Distributions
• IRA-to-IRA Transfers and Rollovers

• IRA Update
• Roth IRA Distributions
• The Basics on Health-Savings Accounts (HSAs)
• Advanced Health Saving Accounts (HSAs)
• Health Savings Account Market Entry







 


 

Lending


7th Women in Leadership Conference
May 9-10, 2019 - Rosen Shingle Creek, Orlando

Bank Officer Calling
May 17, 2019 - The Florida Hotel, Orlando

Real Estate Lending Compliance 2019
July 11-12, 2019 - The Florida Hotel, Orlando

Commercial Loan Underwriting Workshop
August 22-23, 2019 - The Florida Hotel, Orlando

Call Report Preparation
September 5, 2019 - Airport Embassy Suites, Miami
September 6, 2019 - Airport Embassy Suites, Orlando

 

2019 Documentary Stamp Tax
October 31, 2019 - Airport Embassy Suites, Miami
November 1, 2019 - Embassy Suites USF, Tampa
November 1, 2019 - Live Streaming Video

Construction Loan Administration
November 8, 2018 - Airport Embassy Suites, Miami
November 9, 2018 - Embassy Suites USF, Tampa

5th Annual Commercial Lending School
April 22-24, 2020 - The Florida Hotel, Orlando



Miscellaneous


7th Women in Leadership Conference
May 9-10, 2019 - Rosen Shingle Creek, Orlando

Universal Banker Certification Program #2
May 24, 2019 - Airport Embassy Suites, Orlando

Universal Banker Certification Program #3
July 26, 2019 - Airport Embassy Suites, Orlando

Universal Banker Certification Program #4
October 11, 2019 - Airport Embassy Suites, Orlando

10th Annual Florida Supervisors Academy
March 25-27, 2020 - The Florida Hotel, Orlando

Universal Banker Certification Program #1
February 14, 2020 - Airport Embassy Suites, Orlando


Retail Associates & Tellers

7th Women in Leadership Conference
May 9-10, 2019 - Rosen Shingle Creek, Orlando

Universal Banker Certification Program #2
May 24, 2019 - Airport Embassy Suites, Orlando

Universal Banker Certification Program #3

July 26, 2019 - Airport Embassy Suites, Orlando

Universal Banker Certification Program #4
October 11, 2019 - Airport Embassy Suites, Orlando

Universal Banker Certification Program #1
February 14, 2020 - Airport Embassy Suites, Orlando


Sales


7th Women in Leadership Conference
May 9-10, 2019 - Rosen Shingle Creek, Orlando

Bank Officer Calling
May 17, 2019 - The Florida Hotel, Orlando

Universal Banker Certification Program #2
May 24, 2019 - Airport Embassy Suites, Orlando

Universal Banker Certification Program #3
July 26, 2019 - Airport Embassy Suites, Orlando

Universal Banker Certification Program #4
October 11, 2019 - Airport Embassy Suites, Orlando

Universal Banker Certification Program #1
February 14, 2020 - Airport Embassy Suites, Orlando


Schools

 

60th Annual Florida Trust & Wealth Management School
July 14-19, 2019 - The Ritz-Carlton, Sarasota

50th Annual Florida School of Banking
August 4-10, 2019 - Reitz Student Union, UF, Gainesville

15th Annual BSA/AML School
October 22-25, 2019 - The Florida Hotel, Orlando

 

10th Annual Florida Supervisors Academy
March 25-27, 2020 - The Florida Hotel, Orlando

5th Annual Commercial Lending School
April 22-24, 2020 - The Florida Hotel, Orlando




12th Annual BSA/AML School
October 25-28, 2016 - The Florida Hotel and Conference Center, Orland

Security & Operations


6th Annual Cyber Security Symposium
February 7, 2020 - The Florida Hotel, Orlando

Security & Risk Management
April 17, 2020 - The Florida Hotel, Orlando

 


Senior Management


8th Annual CFO Symposium
May 2-3, 2019 - Rosen Shingle Creek, Orlando

7th Women in Leadership Conference
May 9-10, 2019 - Rosen Shingle Creek, Orlando

34th Annual Florida Bank Directors Forum
October 3-4, 2019 - Ritz Carlton Golf Resort, Naples

Asset Liability Management
January 30, 2020 - Airport Embassy Suites, Miami
January 31, 2020 - Embassy Suites USF, Tampa

6th Annual Cyber Security Symposium
February 7, 2020 - The Florida Hotel, Orlando

Bank Risk Management
February 21, 2020 - The Florida Hotel, Orlando

Security & Risk Management
April 17, 2020 - The Florida Hotel, Orlando



 

Tax


2019 Documentary Stamp Tax
October 31, 2019 - Airport Embassy Suites, Miami
November 1, 2019 - Embassy Suites USF, Tampa
November 2, 2019 - Live Streaming Video

 


Technology


7th Women in Leadership Conference
May 9-10, 2019 - Rosen Shingle Creek, Orlando

5th Annual Cyber Security Symposium
February 21, 2020 - Embassy Suites USF, Tampa

Security & Risk Management
April 17, 2020 - The Florida Hotel, Orlando

 


Trust & Wealth Management


7th Women in Leadership Conference
May 9-10, 2019 - Rosen Shingle Creek, Orlando

60th Annual Florida Trust & Wealth Management Schools
July 14-19, 2019 - The Ritz Carlton, Sarasota

61st Annual Trust & Wealth Management Conference
September 26-27, 2019 - Ritz Carlton, Fort Lauderdale