Education Events by Topic

 

Looking for Upcoming Live or Digital Download Webinars?
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Click here to access our archive from Financial Education & Development, Inc.

Auditing


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 - Embassy Suites USF, Tampa

Call Report Preparation 2020
September 17, 2020 - Airport Embassy Suites, Miami
September 18, 2020 - Embassy Suites USF, Tampa

 



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


Universal Banker Certification Program #1 & 2
February 13, 2020 - Part 1 - The Florida Hotel, Orlando
February 14, 2020 - Part 2 - The Florida Hotel, Orlando

5th Annual Commercial Lending School
March 4-6, 2020 - The Florida Hotel, Orlando

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

8th Women in Leadership Conference
April 23-24, 2020 - Rosen Shingle Creek, Orlando

Universal Banker Certification Program #3 & 4
August 13, 2020 - Part 3 - Location TBD, Orlando
August 14, 2020 - Part 4 - Location TBD, Orlando

Chief Financial Officer


Asset Liability Management
January 31, 2020 - Airport Embassy Suites, Orlando

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

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

8th Women in Leadership Conference
April 23-24, 2020 - Rosen Shingle Creek, Orlando

9th Annual CFO Symposium
May 7-8, 2020 - The Ritz Carlton Golf Resort, Naples


Compliance


15th 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

8th Women in Leadership Conference
April 23-24, 2020 - Rosen Shingle Creek, Orlando

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

Real Estate Lending Compliance 2020
July 8-9, 2020 - The Florida Hotel, Orlando

Call Report Preparation 2020
September 17, 2020 - Airport Embassy Suites, Miami
September 18, 2020 - Embassy Suites USF, Tampa



 

Deposits


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

Call Report Preparation
September 17, 2020 - Airport Embassy Suites, Miami

September 18, 2020 - Embassy Suites USF, Tampa



Directors


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

Asset Liability Management
January 31, 2020 - Airport Embassy Suites, Orlando

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

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

8th Women in Leadership Conference
April 23-24, 2020 - Rosen Shingle Creek, Orlando


Human Resources


2020 HR & Wellness Conference
March 19-20, 2020 - The Florida Hotel, Orlando

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

8th Women in Leadership Conference
April 23-24, 2020 - Rosen Shingle Creek, 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


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

5th Annual Commercial Lending School
March 4-6, 2020 - Embassy Suites USF, Tampa

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

8th Annual Women in Leadership Conference
April 23-24, 2020 - Rosen Shingle Creek, Orlando

Real Estate Lending Compliance 2020
July 8-9, 2020 - The Florida Hotel, Orlando

Advanced Commercial Loan Underwriting Workshop
August 20-21, 2020 - The Florida Hotel, Orlando

Call Report Preparation
September 17, 2020 - Airport Embassy Suites, Miami
September 18, 2020 - Embassy Suites USF, Tampa


Miscellaneous


Universal Banker Certification Program #1 & 2
February 13, 2020 - Part 1 - The Florida Hotel, Orlando
February 14, 2020 - Part 2 - The Florida Hotel, Orlando

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

8th Women in Leadership Conference
April 23-24, 2020 - Rosen Shingle Creek, Orlando

Universal Banker Certification Program #3 & 4
August 13, 2020 - Part 3 - Location TBD, Orlando
August 14, 2020 - Part 4 - Location TBD, Orlando



Retail Associates & Tellers

Universal Banker Certification Program #1 & 2
February 13, 2020 - Part 1 - The Florida Hotel, Orlando
February 14, 2020 - Part 2 - The Florida Hotel, Orlando

8th Women in Leadership Conference
April 23-24, 2020 - Rosen Shingle Creek, Orlando

Universal Banker Certification Program #3 & 4
August 13, 2020 - Part 3 - Location TBD, Orlando
August 14, 2020 - Part 4 - Location TBD, Orlando



Sales


Universal Banker Certification Program #1 & 2
February 13, 2020 - Part 1 - The Florida Hotel, Orlando
February 14, 2020 - Part 2 - The Florida Hotel, Orlando

8th Women in Leadership Conference
April 23-24, 2020 - Rosen Shingle Creek, Orlando

Universal Banker Certification Program #3 & 4
August 13, 2020 - Part 3 - Location TBD, Orlando
August 14, 2020 - Part 4 - Location TBD, Orlando



Schools

 

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

5th Annual Commercial Lending School
March 4-6, 2020 - Embassy Suites USF, Tampa

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

61st Annual Florida Trust & Wealth Management School
July 20-24, 2020 - Rosen Shingle Creek Resort, 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 - Embassy Suites USF, Tampa

 


Senior Management


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

Asset Liability Management
January 31, 2020 - Airport Embassy Suites, Orlando

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

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

8th Women in Leadership Conference
April 23-24, 2020 - Rosen Shingle Creek, Orlando

9th Annual CFO Symposium
May 7-8, 2020 - The Ritz Carlton Golf Resort, Naples

Tax


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

 


Technology


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

8th Women in Leadership Conference
April 23-24, 2020 - Rosen Shingle Creek, Orlando

 


Trust & Wealth Management


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

8th Women in Leadership Conference
April 23-24, 2020 - Rosen Shingle Creek, Orlando

61st Annual Florida Trust & Wealth Management School
July 19-24, 2020 - Rosen Shingle Creek, Sarasota