Education Events by Topic

 

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

Auditing

Call Report Preparation 2020
September 10, 2020 - Live Streaming Zoom Video

Credit Risk Management in the COVID-19 Recession
Three Part Series
October 28, 29, & 30, 2020 - Live Streaming Zoom Video

Construction Loan Administration
November 6, 2020 - Live Streaming Zoom Video

BSA/AML Compliance Management 2021
May 13, 2021 - Airport Embassy Suites, Miami
May 14, 2021 - 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

Universal Banker Certification Program #3 & 4
August 13, 2020 - Part 3 - Live Streaming Zoom Video
August 14, 2020 - Part 4 - Live Streaming Zoom Video

Advanced Commercial Loan Underwriting Workshop
August 20-21, 2020 - Live Streaming Zoom Video

6th Annual Commercial Lending School
January 27-28, 2021 - The Florida Hotel, Orlando

Universal Banker Certification Program #1 & 2
February 10, 2021 - Part 1 - The Florida Hotel, Orlando
February 11, 2021 - Part 2 - The Florida Hotel, Orlando

Basic Commercial Loan Underwriting Workshop
March 18-19, 2021 - The Florida Hotel, Orlando

10th Annual Florida Supervisors Academy
March 24-26, 2021 - The Florida Hotel, Orlando

8th Women in Leadership Conference
May 19-20, 2021 - Rosen Shingle Creek, Orlando

Chief Financial Officer

Cannabis, Hemp, & Ancillary Business Banking
March 5, 2021 - Rosen Shingle Creek, Orlando

Chief Financial Officer Discussion Forum

April 22, 2021 - The Ritz Carlton, Sarasota

9th Annual CFO Symposium
May 6-7, 2021 - The Ritz Carlton Golf Resort, Naples

8th Women in Leadership Conference
May 19-20, 2021 - Rosen Shingle Creek, Orlando


Compliance

Call Report Preparation 2020
September 10, 2020 - Live Streaming Zoom Video

Advanced Florida Deposit Account Administration
November 20, 2020 - Live Streaming Zoom Video

35th Annual Consumer Compliance Seminar
April 7-9, 2021 - The Florida Hotel, Orlando

BSA/AML Compliance Management 2021
May 13, 2021 - Airport Embassy Suite, Miami
May 14, 2021 - The Florida Hotel, Orlando

8th Women in Leadership Conference
May 19-20, 2021 - Rosen Shingle Creek, Orlando

Real Estate Lending Compliance 2021
August 24-25, 2021 - The Florida Hotel, Orlando

16th Annual BSA/AML School
October 12-15, 2021 - The Florida Hotel, Orlando

 

Deposits

Call Report Preparation
September 10, 2020 - Live Streaming Zoom Video

Advanced Florida Deposit Account Administration
November 20, 2020 - Live Streaming Zoom Video

35th Annual Consumer Compliance Seminar
April 7-9, 2021 - The Florida Hotel, Orlando


Directors

Cannabis, Hemp, & Ancillary Business Banking
March 5, 2021 - Rosen Shingle Creek, Orlando

8th Women in Leadership Conference
May 19-20, 2021 - Rosen Shingle Creek, Orlando

35th Annual Florida Bank Directors Forum
September 2-3, 2021 - Ritz Carlton, Sarasota


Human Resources

10th Annual Florida Supervisors Academy
March 24-26, 2021 - The Florida Hotel, Orlando

2021 HR & Wellness Conference
April 1-2, 2021 - The Florida Hotel, Orlando

8th Women in Leadership Conference
May 19-20, 2021 - 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

Advanced Commercial Loan Underwriting Workshop
August 21, 2020 - Zoom Video

Call Report Preparation
September 10, 2020 - Live Streaming Zoom Video

2020 Documentary Stamp Tax
October 16, 2020 - Live Streaming Zoom Video

Credit Risk Management in the COVID-19 Recession
Three Part Series
October 28, 29, & 30, 2020 - Live Streaming Zoom Video

Construction Loan Administration
November 6, 2020 - Live Streaming Video

6th Annual Commercial Lending School
January 27-29, 2021 - The Florida Hotel, Orlando

Cannabis, Hemp, & Ancillary Business Banking
March 5, 2021 - Rosen Shingle Creek, Orlando

Basic Commercial Loan Underwriting Workshop
March 18-19, 2021 - The Florida Hotel, Orlando

35th Annual Consumer Compliance Seminar
April 7-9, 2021 - The Florida Hotel, Orlando

8th Women in Leadership Conference
May 19-20, 2021 - Rosen Shingle Creek, Orlando

Real Estate Lending Compliance 2021
August 24-25, 2021 - The Florida Hotel, Orlando

Miscellaneous

Universal Banker Certification Program #3 & 4
August 13, 2020 - Part 3 - Zoom Video
August 14, 2020 - Part 4 - Zoom Video

Universal Banker Certification Program #1 & 2
February 10, 2021 - Part 1 - The Florida Hotel, Orlando
February 11, 2021 - Part 2 - The Florida Hotel, Orlando

10th Annual Florida Supervisors Academy
March 24-26, 2021 - The Florida Hotel, Orlando

8th Women in Leadership Conference
May 19-20, 2021 - Rosen Shingle Creek, Orlando


Retail Associates & Tellers

Universal Banker Certification Program #3 & 4
August 13, 2020 - Part 3 - Zoom Video
August 14, 2020 - Part 4 - Zoom Video

Universal Banker Certification Program #1 & 2
February 10, 2021 - Part 1 - The Florida Hotel, Orlando
February 11, 2021 - Part 2 - The Florida Hotel, Orlando

8th Women in Leadership Conference
May 19-20, 2021 - Rosen Shingle Creek, Orlando


Sales

Universal Banker Certification Program #3 & 4
August 13, 2020 - Part 3 - Zoom Video
August 14, 2020 - Part 4 - Zoom Video

Universal Banker Certification Program #1 & 2
February 10, 2021 - Part 1 - The Florida Hotel, Orlando
February 11, 2021 - Part 2 - The Florida Hotel, Orlando

8th Women in Leadership Conference
May 19-20, 2021 - Rosen Shingle Creek, Orlando


Schools and Workshops

Advanced Commercial Loan Underwriting Workshop
August 21, 2020 - Zoom Video

6th Annual Commercial Lending School
January 27-29, 2021 - Florida Hotel, Orlando

Basic Commercial Loan Underwriting Workshop
March 18-19, 2021 - The Florida Hotel, Orlando

10th Annual Florida Supervisors Academy
March 24-26, 2021 - The Florida Hotel, Orlando

61st Annual Florida Trust & Wealth Management School
July 11-16, 2021 - Rosen Shingle Creek Resort, Orlando

51st Annual Florida School of Banking
August 1-7, 2021 - Reitz Student Union, UF, Gainesville

16th Annual BSA/AML School
October 12-15, 2021 - The Florida Hotel, Orlando





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

Security & Operations


 

Senior Management

Cannabis, Hemp, & Ancillary Business Banking
March 5, 2021 - Rosen Shingle Creek, Orlando

Chief Executive Officer Discussion Forum

April 22, 2021 - The Ritz Carlton, Sarasota

Chief Financial Officer Discussion Forum
April 23, 2021, The Ritz Carlton, Sarasota

9th Annual CFO Symposium
May 13-14, 2021 - The Ritz Carlton Golf Resort, Naples

8th Women in Leadership Conference
May 19-20, 2021 - Rosen Shingle Creek, Orlando

35th Annual Florida Bank Directors Forum
September 2-3, 2021 - The Ritz Carlton, Sarasota

Tax

2020 Documentary Stamp Tax
October 16, 2020 - Live Streaming Zoom Video

 

Technology

8th Women in Leadership Conference
May 19-20, 2021 - Rosen Shingle Creek, Orlando

 

Trust & Wealth Management

8th Women in Leadership Conference
May 19-20, 2021 - Rosen Shingle Creek, Orlando

61st Annual Florida Trust & Wealth Management School
July 11-16, 2021 - Rosen Shingle Creek, Orlando

62nd Annual Trust & Wealth Management Conference
September 9-10, 2021 - Ritz Carlton, Fort Lauderdale