September 2022

Featured Learning and Development Opportunities
Customized for Georgia Law
Opening New Accounts Documentation and Compliance Seminar - Sept. 13, Middle Georgia State University, Macon
Managing risk is the #1 priority for all financial institutions, and it all starts at the new account desk. Join us for the popular Opening New Accounts Documentation and Compliance Seminar with Suzie Jones of Training Resources Consulting. This full-day workshop, customized to Georgia state law, teaches essential new account opening procedures, best practices, and compliance requirements. It answers complex questions asked by customers and staff while focusing on vital information for every new account type. Learn more and register here.
President/CEO, Bank Counsel and Bank Accountant Conferences - Sept. 25-27, The Ritz-Carlton Reynolds, Lake Oconee
Georgia’s only President/CEO-level concurrent conferences focused specifically on top-management skill-building, intelligence sharing and connections. Our agendas, planned by your peer bankers, attorneys and accountants will provide exclusive insight into strategy, trends and best practices to springboard your companies and firms to success in 2023. Click here to access the event website for more information and to register for the conference. Sponsors of this event are limited to Bank Counsel Section members, Bank Accountant Section Associate Member firms and GBA Strategic Partners with relevant relationships. Click here to learn more. Thank you to our sponsors already confirmed: Carr, Riggs & Ingram, LLC; Crowe LLP; EBS; Elliott Davis; FHLBank Atlanta; Forvis; James-Bates-Brannan-Groover-LLP; Mauldin & Jenkins, LLC; McNair, McLemore, Middlebrooks & Co., LLC; Nichols, Cauley & Associates, LLC; ServisFirst Bank - Correspondent Division; Symphona, formerly TJS Deemer Dana LLP; Troutman Pepper LLP; and Warren Averett CPAs & Advisors.
Cybersecurity Focused Content
The Information Security Officer (ISO) Seminar - Oct. 4, Middle Georgia State University, Macon
Josh Dasher and Emily Strickland, senior compliance specialists for Safe Systems, will explore exam expectations and how the pandemic changed the ISO function in the Information Security Officer 101 Seminar: The "Why" and "How" of this Critical Position. They will cover the key responsibilities of an ISO and the ISO’s role in interacting with stakeholders. This seminar is designed for new and experienced ISO’s, but compliance officers, audit committee members, IT Steering Committee members and network administrators will benefit as well from attending this seminar. This seminar is sponsored by Safe Systems. Get all the details and register here.
IRA Advanced Update & Review Virtual Seminar - Oct. 13 on Zoom
In the past two years, banks have probably fielded a lot of questions from customers regarding the many IRA changes and, most specifically, about how they affect beneficiary payouts. In addition, there were 275 pages of new “proposed” regulations expected to take effect for 2022 beneficiary distributions that were released in February. These new rules change beneficiary payout options – again – to almost a hybrid form of pre-2020 rules and beginning in 2020 rules. Bank teams must know these new rules or else beneficiaries may be skipping annual death distributions when they should actually be taking them. In this informational session, Patrice Konarik of Sunwest Training Corp. will detail the SECURE Act 1.0 and 2.0 changes and other enacted rules in reference to future planning for clients. Each paid participant will receive a newly updated 280-page IRA Training and Reference Manual. Get all the details and register here.
Approved for 11.75 CRCM Credits
Compliance Conference - Oct. 19-21, The Westin Jekyll Island
Anyone with compliance responsibilities will benefit from this year’s conference. Network with your peers while learning the latest key information for compliance pros from the wide-ranging agenda that includes:
  • Fair Lending, Gary Clayton, Fair Lending Examination Specialist, FDIC
  • Crypto and Cannabis Overview, Brad Rustin, Partner, Nelson Mullins
  • Washington Update, Keith Barnett, partner, and Carlin McCrory, associate, Troutman Pepper
  • Flood compliance
  • HMDA updates
  • Peer roundtable discussion
  • Auditor and Compliance Officer panel discussion.
ABA Professional Certifications has approved the conference for 11.75 CRCM credits. Learn more and register here. A big thank you to the following conference sponsors - Platinum Sponsor: Steve H. Powell & Company; Gold Sponsor: Ncontracts; Silver Sponsors: Carr, Riggs & Ingram, LLC; Mauldin & Jenkins, Warren Averett CPAs and Advisors; and Wipfli. Sponsorships are still available. We also have a few slots left for exhibitors.
Breaking into Commercial Lending 101 Webinar - Oct. 26 on Zoom
Commercial banking can be intimidating because of its complexity and the risk-oriented nature of the work. This course presented by Andy Keusal of Keusal Learning is a clear and thorough introduction to the key concepts, terminology, and processes involved in credit and lending. It doesn’t assume much prior knowledge of the topic, so it’s ideal for those in their first year in the industry. Learners will walk away with a clear understanding of their job and how their specific role fits into the bank’s overall profitability goals. Click here to access the event website with everything you need to know.
Financial Risk Management Conference - Nov. 3-4, The Westin Atlanta Perimeter North
This event, planned by the GBA Asset/Liability Management Committee, covers the full spectrum of finance topics essential for ensuring profitably run banks. The event provides participants the opportunity to network, share best practices and learn from nationally known experts in an away-from-the-bank environment to foster creativity and connections. This year's agenda will include the following sessions:
  • ALM Panel
  • Capital Planning Panel
  • Liquidity and Investments Panel
  • Special Session on Creating Value
  • Swaps in 2022: Managing Interest Rate Risk in the Midst of Volatility
  • Economic Outlook
Click here to access the event website with everything you need to know.

Webinars from National Experts on OnCourse Learning

Save 10-30% with a subscription package - details here!

Facilitated Online Courses
Virtual learning with an instructor and peer interaction, weekly assignments and deadlines. Categories including Retail, Compliance, Executive Management and more. Learn more about instructor-facilitated online courses here. (click "member" status)

Self-Paced Online Courses

More than 200 courses in all the key banking skills. See a list of all the self-paced courses we have to offer here. (click "member" status)

ABA Certificates

Certificates build the skills necessary for a specific position in the bank and can be taken entirely online as a certificate curriculum. The programs are continually reevaluated and refined to reflect the current needs of bankers in their jobs today and changes in the industry. There are multiple certificates available in each of the categories below.
  • Business Banking & Commercial Lending
  • Compliance & Risk Management
  • Mortgage Lending
  • Retail Banking & Marketing
  • Wealth Management & Trust
  • Executive Education
See all available certificates here. (click "member" status)
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