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
September 27-28, 2018 - Ritz Carlton, Sarasota


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.

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

BSA/AML Compliance Management 2019
February 28, 2019 - Airport Embassy Suites, Miami
March 1, 2019 - Embassy Suites USF, Tampa


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

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

60th Annual Trust and Wealth Management Conference
September 27-28, 2018 - Ritz Carlton, Sarasota

2018 Documentary Stamp Tax 
November 15, 2018 - Airport Embassy Suites, Miami
November 16, 2018 - Embassy Suites USF, Tampa
November 16, 2018 - Live Streaming Video
November 16, 2018 - Virtual Campus, Tallahassee

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


CPE

For more information on the National Association of State Boards of Accountancy (NASBA), click here

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

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

Internal Audit & Risk Management
November 30, 2018 - The Florida Hotel, Orlando

Asset Liability Management
January 24, 2019 - Airport Embassy Suites, Miami
January 25, 2019 - Embassy Suites USF, Tampa

Bank Enterprise Risk Management
February 1, 2019 - Embassy Suites USF, Tampa

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

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

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

BSA/AML Compliance Management 2018
February 28, 2019 - Airport Embassy Suites, Miami
March 1, 2019 - Embassy Suites USF, Tampa

34th Annual Consumer Compliance Seminar
April 3-5, 2019 - 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

60th Annual Trust and Wealth Management Conference
September 27-28, 2018 - Ritz Carlton, Sarasota

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


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.

2019 HR & Wellness Conference
March 28-29, 2019 - The Florida Hotel, Orlando