Education Events by Topic

 

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Auditing


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

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

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

5th Annual Cyber Security Symposium
February 8, 2019 - Florida Hotel, Orlando

Security & Risk Management
April 18, 2019 - Location TBD, Orlando


Branch Manager


Anatomy of the Universal Banking Model
October 26, 2018 - Airport Embassy Suites, Orlando

Universal Banker Certification Program #1
February 15, 2019 - Airport Embassy Suites, Orlando

5th Annual Consumer Lending School
March 13-15, 2019 - The Florida Hotel, Orlando

9th Annual Florida Supervisors Academy
March 27-29, 2019 - The Florida Hotel, Orlando

4th Annual Commercial Lending School
April 10-12, 2019 - The Florida Hotel, Orlando

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

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



Chief Financial Officer


Internal Audit and Risk Management
November 30, 2018 - 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

5th Annual Cyber Security Symposium
February 8, 2019 - Florida Hotel, Orlando

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


Compliance


Real Estate Lending Compliance 2018
August 23-24, 2018 - The Florida Hotel, Orlando

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

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

Advanced Florida Deposit Account Administration
November 1, 2018 - Airport Embassy Suites, Miami
November 2, 2018 - Embassy Suites USF, Tampa
November 2, 2018 - Live Streaming Video
November 2, 2018 - Virtual Campus, Tallahassee

Internal Audit and Risk Management
November 30, 2018 - 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

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

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

 


 

Deposits


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

Advanced Florida Deposit Account Administration
November 1, 2018 - Airport Embassy Suites, Miami
November 2, 2018 - Embassy Suites USF, Tampa
November 2, 2018 - Live Streaming Video
November 2, 2018 - Virtual Campus, Tallahassee

34th Annual Consumer Compliance Seminar
April 3-5, 2019 - The Florida Hotel, Orlando



Directors


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

Anatomy of the Universal Banking Model
October 26, 2018 - Airport Embassy Suites, 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

5th Annual Cyber Security Symposium
February 8, 2019 - The Florida Hotel, Orlando

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


Human Resources


Anatomy of the Universal Banking Model
October 26, 2018 - Airport Embassy Suites, Orlando

9th Annual Florida Supervisors Academy
March 27-29, 2019 - The Florida Hotel, Orlando

2019 HR & Wellness Conference

March 28-29, 2019 - The Florida Hotel, Orlando

Security & Risk Management
April 18, 2019 - Location TBD, Orlando

7th Women in Leadership Conference
May 9-10, 2019 - 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


Real Estate Lending Compliance 2018
August 23-24, 2018 - The Florida Hotel, Orlando

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

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

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

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

Tax Return Analysis for Lenders
February 21, 2019 - Airport Embassy Suites, Miami
February 22, 2019 - Embassy Suites USF, Tampa

5th Annual Consumer Lending School
March 13-15, 2019 - The Florida Hotel, Orlando

4th Annual Commercial Lending School
April 10-12, 2019 - The Florida Hotel, Orlando

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

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


Miscellaneous


Universal Banker Certification Program #1
February 15, 2019 - Airport Embassy Suites, Orlando

9th Annual Florida Supervisors Academy

March 6-8, 2019 - The Florida Hotel, Orlando

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


Retail Associates & Tellers

Universal Banker Certification Program #1
February 15, 2019 - Airport Embassy Suites, Orlando

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


Sales


Universal Banker Certification Program #1
February 15, 2019 - Airport Embassy Suites, Orlando

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


Schools

 

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

9th Annual Florida Supervisors Academy
March 6-8, 2019 - The Florida Hotel, Orlando

5th Annual Consumer Lending School
March 13-15, 2019 - The Florida Hotel, Orlando

4th Annual Commercial Lending School
April 10-12, 2019 - The Florida Hotel, Orlando

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

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




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

Security & Operations


Anatomy of the Universal Banking Model
October 26, 2018 - Airport Embassy Suites, Orlando

Internal Audit and Risk Management

November 30, 2018 - Florida Hotel, Orlando

5th Annual Cyber Security Symposium
February 8, 2019 - Florida Hotel, Orlando

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


Senior Management


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

Anatomy of the Universal Banking Model
October 26, 2018 - Airport Embassy Suites, 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

5th Annual Cyber Security Symposium
February 8, 2019 - The Florida Hotel, Orlando

Security & Risk Management
April 18, 2019 - Location TBD, Orlando

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

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



Tax


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

Tax Return Analysis for Lenders
February 21, 2019 - Airport Embassy Suites, Miami
February 22, 2019 - Embassy Suites USF, Tampa

 


Technology


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

5th Annual Cyber Security Symposium
February 8, 2019 - Florida Hotel, Orlando

5th Annual Cyber Security Symposium
February 8, 2019 - Florida Hotel, Orlando

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

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


Trust & Wealth Management


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

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