FLORIDA TRUST SCHOOL &
FLORIDA GRADUATE TRUST SCHOOL
July 10-14, 2011: Embassy Suites USF, Tampa

Many thanks to Guardian Pooled Trust for being a platinum sponsor
of the 2010 Grad II class Monday night social. Their sponsorship helped
make this school a quality event once again this year.

Take advantage of the opportunity to sit for the CTFA exam sponsored by the ICB, to be held immediately after the Trust School, on Friday, July 15th, 8:00 - 12:00 noon, at the Embassy Suites Hotel. Please click here for more information on how to register for the exam.

The 2011 session of the Florida Trust School and the Florida Graduate Trust School is scheduled to be held at the Embassy Suites USF on the University of South Florida Campus. Click Here to make your reservations on-line.

Please be aware that all students will need to make and pay for their own sleeping room reservations. It is recommended by the School that students stay at the Embassy Suites USF for close proximity to the School and classrooms. The hotel is located at 3705 Spectrum Blvd., Tampa, FL, 33612, 813-977-7066 and the room rate is $145 per night. It is however, the student's final decision as to where to make their lodging accommodations. Click Here to make your reservations on-line.

The basic first year Florida Trust School introduces the novice to the world of trust banking. The targeted audience includes the customer service representative and administrative assistant. Personnel with an interest in the trust industry may enroll, whether from the commercial banking side or the trust side. Upon completion of the program the student will receive a certificate. The curriculum introduces students to the trust industry and reviews its history. The establishment, structure, purpose, and general activities of a typical trust department are included.

The Florida Graduate Trust School encompasses two years of study and caters to the advanced trust officer offering graduate level courses. This advanced two year school must be taken in sequence and once students are enrolled, it is presumed that they will continue through the second year, graduate and receive a diploma. The curriculum covers administration of estates and trusts, and offers specialized topics on pertinent issues affecting the trust industry. Students completing both years will receive an excellent education, and will be equipped to contribute to the trust and estate planning team within their organization.

For the past fourteen years an opportunity has been offered to bankers with the Certified Trust Financial Advisor (CTFA) designation to earn continuing education credits needed in maintaining their CTFA certification. This program allows registrants to attend classes from one day to a whole week at either the graduate level I or II of the FGTS. No exam is given and specified CTFA credit will be received for each class attended. A brochure with a registration form will be available to download approximately 30 days before the school session.

Each year the school experience begins with registration on Sunday afternoon where the students receive their school materials and check into the hotel.

Later that evening the Basic First Year students attend orientation while the Grad II students pose for their class photo. Later everyone enjoys the welcome reception and begins to get to know one another better. After the reception everyone eats dinner at the opening banquet.

The 2010 reception hors d'oeuvres were sponsored by:
Akerman Senterfitt, Orlando, FL

The 2010 banquet was sponsored by:
Suntrust Bank Florida

After the opening festivities that evening the students quickly put their noses to the grindstone early Monday morning and apply their energies to learning and studying the prepared curriculum.

Several students graduate each year with Academic Honors. They are chosen from the top 10% of their class scholastically.

2010 Graduates with Academic Honors
(from left to right)
Dale Onstad, Comerica Bank Wealth Management, Ft. Lauderdale
Tracy Elling, US Trust Bank of America, Palm Beach
Talley Beardsley, Regions Mrgan Keegan Trust, Jacksonville
Suzanne Ellin, CPA, Charlotte State Bank, Port Charlotte
Philip Verde, SunTrust Bank, Ft. Lauderdale

Each year, the FBA Florida Graduate Trust School presents the Honor Graduate Award to a Graduate Level II student who has been singled out by the directors and staff as the outstanding class graduate. Criteria for the selection of the Honor Graduate includes: scholastic achievement during the two-year course of study, contribution to and participation in class, and overall personal contribution within the student body. The selection is made from the top 10% of Grad II students according to grades. The name of the honor graduate is announced at the graduation on Friday, and awarded a plaque at the next FBA Annual Wealth Management Conference.

2010 Florida Graduate Trust School Honor Graduate
Tracy Elling, Trust Assistant Officer
U.S. Trust Bank of America Private Wealth Management

The Florida Trust School and Florida Graduate Trust School could not operate without the dedicated industry professionals that make up the board of directors. These pictured below contribute their talents, skills, knowledge, expertise, and time to assure that these schools are pertinent, timely and give the attending students the tools needed to become valuable assets to their institutions.

2010 FTS & FGTS Board of Directors
(from top left to right)
George W. Lange, Jr., S.V.P./South Florida Regional Trust Manager,
Regions Morgan Keegan Trust, Miami
Steven Tinkler, S.V.P./Fiduciary Services Manager,
SunTrust Bank, Ft. Lauderdale
Joseph Dionisio, SVP/Wealth Management Consultant,
Wells Fargo the Private Bank, New York
Don Kress, Senior Vice President, Northern Trust, N.A., Miami
Debra M. McCloskey, V.P./Trust Officer,
Comerica Bank Wealth Management, Palm Beach Gardens

Each year the Grad I students select officers to represent them and take the lead on class activities for the following school session.

2010 FGTS Grad II Class Officers
(from rear left to right)
Tracy Elling, Class Secretary, US Trust Bank of America, Palm Beach
Talley Beardsley, Class President, Regions Mrgan Keegan Trust, Jacksonville
Steve Tinkler, Class Director, SunTrust Bank, Ft. Lauderdale
Suzanne Ellin, CPA, Class Treasurer, Charlotte State Bank, Port Charlotte
Sheena Robinson, Class V.P., Nat'l City Private Client Group, Sarasota

After three years for most students, of studying, attending class, and submitting home study problems, the hard work pays off and graduation is right around the corner. These graduates below would tell you that it was a long grueling process but very much worth the effort. Many friendships were begun and strengthened, skills gained, and they walked away as a more valuable employee with a greater knowledge of their industry.

Florida Graduate Trust School
2010 Graduating Class

The 2011 session will be held from July 10th-14th at the Embassy Suites USF in Tampa. All students are required to make and pay for their own sleeping room reservations. For additional information and registration forms on the Florida Trust School and the Florida Graduate Trust School, please see the link below or email Abigail Young at the FBA Education Department or contact her by telephone at (850) 224-2265.

2010 Florida Trust School

2010 Florida Graduate Trust School

2010 Continuing Education CTFA, CFP, CLER, NALA & CPE

2010 Florida Trust School Class Schedule

2010 Florida Graduate Trust School Grad I Class Schedule

2010 Florida Graduate Trust School Grad II Class Schedule