August 2023  

Featured Learning and Development Opportunities
Women in Banking Conference - Aug. 10-11, Chateau Elan Winery & Resort, Braselton
We look forward to welcoming more than 130 members to the
2023 Women in Banking Conference. The GBA Women in Banking Committee, under the leadership of Chair Lori Tucker, United Bank, Zebulon, and Vice Chair Jenn Whitmire, Pinnacle Bank, Elberton, planned the agenda, which features sessions on economic development, managing generational differences, prioritizing your mental health and how that benefits those around you, as well as an executive leadership panel with three veteran bankers sharing wisdom about work/life balance, and a mini-workshop on boosting your personal effectiveness and communication skills. Exceptional professional development, informal networking time and a beautiful location merge to make this one of GBA’s most highly anticipated events of the year. Click here for all the details. A big shout out to these generous Associate Members supporting the conference through sponsorship:
  • Platinum Sponsors: BHG Financial; Southern Bank Equipment & ATMs
  • Gold Sponsor: McNair, McLemore, Middlebrooks & Co., LLC
  • Silver Sponsors: Abram Armored; Carr, Riggs, & Ingram, CPAs and Advisors; Elliott Davis; FHLBank Atlanta; Mauldin & Jenkins LLC; and Troutman Pepper.
Lender Training - Affordable and Convenient!
Commercial Lending 201: Analyzing Repayment Sources - Sept. 7, Zoom
Registration is open for the Commercial Lending 201: Analyzing Repayment Sources virtual course coming up Sept. 7. Presented by Andy Keusal, Keusal Learning, this nine-module online course is a “sequel” to the Fundamentals of Commercial Lending 101 course from earlier this year and is best taken after completion of that course, though it is not a prerequisite. The 201 course includes a case study and dives deeper into topics covered in modules 4, 6, and 8 of the 101 course that covered analyzing a borrower’s balance sheet, income statement, collateral and risk ratings. This online course will be held by Zoom on Thursday, Sept. 7 from 9:30 a.m.-5:30 p.m. EDT. The recording will be available to registered participants for one month after the live training. Watch a quick video with all the details below.
Registration Open for These GBA Seminars
  • Opening New Accounts Seminar - Sept. 12, MGSU, Macon
    With a focus on documentation and compliance, this full-day seminar, 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. Join Suzie Jones of Training Resources Consulting and network with your peers for this fan favorite seminar. Learn more and register here.


  • Business Cash Flow Analysis Seminar - Sept. 19, MGSU, Macon
    New speaker, fresh content! Join Peter Faser of Truist Securities, a faculty member of the Georgia Banking School, for an introduction and practical approach to business cash flow analysis. The highlight of the seminar features new and fresh casework to get the hands-on analysis needed to determine a borrower’s capacity to repay a loan. Learn more and register here.

  • Loan Documentation Seminar - Sept. 20, MGSU, Macon
    GBA is excited to welcome Shannon Fortson, EVP, Chief Credit Officer of Pinnacle Bank, as the new speaker for this fan-favorite seminar! Prevention of loan losses is crucial and begins with proper loan structuring and documentation techniques. Commercial loan officers, commercial loan personnel, loan assistants and closing specialists will benefit from this program. Learn more and register here.
Suzie Jones
Peter Faser
Shannon Fortson
Trust and Wealth Management Conference - Sept. 21-22, The Ritz Carlton, Fort Lauderdale
GBA members are eligible to participate at member rates to attend the Florida Bankers Association’s 64th Annual Trust and Wealth Management Conference coming up in September. To access this special opportunity, all you need to do is contact FBA’s Sheri Sanderson, at ssanderson@floridabankers.com. She can manually register you at the member rate and either take a CC payment by phone or send an invoice for payment. Full details on the Trust & Wealth event can be found here.
Lee Wetherington
President/CEO, Bank Accountant, Bank Counsel Conferences - Sept. 24-26, the JW Marriott Savannah Plant Riverside District
Lee Wetherington, senior director of corporate strategy at Jack Henry & Associates, will be the closing speaker at this fall’s President/CEO, Bank Accountant, Bank Counsel Conferences. The annual tri-conferences will be Sept. 24-26 at the JW Marriott Savannah Plant Riverside District. A Georgia native and strategist, keynote speaker and writer, Wetherington delivers keynotes nationwide, focusing on opportunities and challenges in fintech, payments, and digital banking. Wetherington notes, strategy is best done from the future backward, and in his keynote address, “Looking Ahead: Forces Shaping Banking Over the Next Decade,” he’ll address pressing issues such as what financial services (and financial institutions) will look like five or 10 years from now. Will the value of your charter increase or diminish over the short-, mid-, and long term? Will ongoing shifts in the nature of money be good or bad for banks and their customers? And what about AI? How will regulation, compliance and exams change? Don’t miss hearing from Wetherington and his long view on the future of banking and what opportunities and threats that future presents now, soon, and later. Register today by clicking here.
We’d like to thank our sponsors: American Bankers Association (ABA); Carr, Riggs, & Ingram, CPAs and Advisors; EBS; Elliott Davis; Fenimore Kay Harrison LLP; FHLBank Atlanta; First National Bankers Bank; James-Bates-Brannan-Groover, LLP; Mauldin & Jenkins; McNair, McLemore, Middlebrooks & Co., LLC; Nichols, Cauley & Associates, LLC; ServisFirst Bank - Correspondent Division; Symphona; Troutman Pepper. and Warren Averett CPAs and Advisors.
Save the Date!
Tee Off and Support a Good Cause
Georgia BankPAC Golf Classic - Oct. 18, River Forest Club, Forsyth
Are you a banker who loves to golf? Or maybe you just want to spend a beautiful fall day outside with your fellow bankers, directors, co-workers or legislators? Then you won't want to miss the 2023 Georgia BankPAC Golf Classic! This annual event is a great way to entertain customers, prospects or team members, and all proceeds go to the GBA StatePAC*. So whether you're a serious golfer or a weekend warrior, come out and support this important cause. Here's what you need to know:
  • Golfers of all abilities are welcome
  • Individual Golfer tickets are $190, Two-Person Team tickets are $305, and the best deal is a Two-Person Team with Golf Hole Sponsorship tickets are $530
  • You don’t have to set your team until closer to the event
  • Additional sponsorships are available for $280
  • If you're not a golfer, don't worry, you can still come and enjoy the day by sponsoring a hole or volunteering!
Compliance Conference & HMDA Workshop - Oct 18-20, The Westin Jekyll Island
Planned by GBA’s Compliance Committee, the GBA Compliance Conference has two components this year. First is our pre-conference workshop, led by Brad Washburn, president at Steve H. Powell & Company, will focus solely on HMDA reporting. The traditional conference follows. The conference lineup features a Washington update, findings from recent reviews, enforcement actions, compliance leadership, and more! Attendees have the option to register for both workshop and conference, conference only, or workshop only. Click here for all the details and to register. We’d like to thank these GBA Associate Members who are showing their support through sponsorship – Platinum Sponsors: American Bankers Association and Steve H. Powell & Company. Silver Sponsors: Carr, Riggs, & Ingram, CPAs and Advisors, Compliance Alliance, Mauldin & Jenkins, Ncontracts and Troutman Pepper.
Ryan Hayhurst
Financial Risk Management Conference - Nov 2-3, The Westin Buckhead Atlanta
Planned by the GBA Asset/Liability Management Committee, the conference sessions will include:
  • Economic Update - Ryan Hayhurst, The Baker Group
  • Banker panel about recent regulatory exams
  • Panel discussion around funding alternatives
  • ALM & Liquidity Panel
  • Examinations Panel Discussion
  • Loan Pricing and Hedging in the Current Environment - Ed Kofman, SouthState Bank
We’d like to thank these Associate Members who are showing their support through Silver sponsorship: Carr Riggs & Ingram CPAs and Advisors; FHLBank Atlanta; ServisFirst Bank and Wiplfi LLP. Get all the details and register here.
Roger Tutterow
Credit Conference - Nov. 30 - Dec. 1, The Westin Buckhead Atlanta
Planned by the GBA Credit Committee, the conference sessions will include:
  • Economic Update - Roger Tutterow, Kennesaw State University
  • CRE - Cal Evans, Senior Director, Investor Relations & Market Intelligence, Synovus Bank
  • Roundtable Discussion
  • Regulatory Update - Kevin Hagler, Commissioner, Department of Banking and Finance and Joe Brannen, President and CEO, Georgia Bankers Association
  • Dev Strischek, Principle, Devon Risk Advisory Group, LLC
We’d like to thank these Associate Members who are showing their support through sponsorship: Platinum Sponsor: Steve H. Powell & Company. Silver Sponsors: CRI - Carr Riggs & Ingram CPAs and Advisors; CSRA Business Lending; Mauldin & Jenkins; Point to Point Environmental; Qualtik and Wiplfi LLP. Get all the details and register here.
Registration Open!
BSA Summit - Jan. 29 - Feb. 1, Peachtree City
Registration is now open for GBA’s BSA Summit in Peachtree City at the Hilton Conference Center, Jan. 29 - Feb. 1. Facilitated by Kristen Stogniew, Saltmarsh, Cleaveland and Gund, attendees can expect a deep dive into the world of BSA compliance through a variety of sessions. Register here and secure your spot!
Save the Date!

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)