February 2023

Featured Learning and Development Opportunities
Last Call! The IRA Merry-Go-Round Seminar, IRA Basic and Advanced Issues - Feb. 7-8, Macon
There are too many issues and too many potential pitfalls financial institutions will experience if they don’t have a working knowledge of recent IRA changes. Forms have been changed, IRA software was most likely updated and most of the new rules have gone through several interpretations. This intensive, two-day seminar Feb. 7-8 at Middle Georgia State University in Macon, will help you pull it all together. The IRA Basic class on Day 1 will cover the old rules and the new changes because most of the IRA rules prior to 1/1/2020 are “grandfathered”. The seminar will include the totally updated IRA “Red Book” Training manual, which has lots of cheat sheets to show you the before and after. In the IRA Advanced portion on Day 2, the changes will be summarized and then attendees will get into the nitty gritty of new distribution regulations to owners and beneficiaries. Get all the details and register here.
Operations and Technology Conference - Feb. 8-10, Savannah
We've got a big crowd of member operations, IT and technology professionals set to attend the 2023 GBA Operations and Technology Conference next week. If you haven't yet registered, there's still time to sign up to join your peers in Savannah for this year's conference. Click here to view the all-star agenda, and click here to register. Thanks to the GBA Operations and Technology Committee, led by its Chair Tracy NeSmith, Planters First Bank, and Vice Chair Shan Venable, Altamaha Bank and Trust Company, for their work on the agenda. A huge thanks to this year’s silver sponsors, 5iron, Empyrean Solutions, Fiserv and Ncontracts.
BankPAC Sporting Clays Tournament - Feb. 9, Sparta
With the BankPAC campaign in full swing, we encourage you to show your support by participating in the 2023 Georgia BankPAC Sporting Clays Tournament on Thursday, Feb. 9, at Old Hudson Plantation in Sparta. All proceeds will go to the GBA StatePAC.* It’s a great opportunity to invite your co-workers, friends, legislators, directors and customers to meet and shoot a round of clays with your colleagues in the banking industry. Get all the details and register here. You can also show your support for the StatePAC through sponsorship; click here for details. Thanks to sponsors already on board: Banc Card of America, Bank of Madison, BHG Financial, Cash Transactions LLC, Citizens Bank of Americus, CSRA Business Lending, FHLBank Atlanta, First National Bank, Great Oaks Bank, ICI Consulting, Inc., Morris Bank, Northeast Georgia Bank, Peach State Bank & Trust, Point To Point Environmental, Securitas Financial Services, Inc., Steve H. Powell & Company, The Piedmont Bank and United Bank. We appreciate your support!
* The GBA StatePAC contributes only to candidates running for state-level offices such as the Georgia General Assembly, the Governor’s office and the Lieutenant Governor’s office. Contributions can be made from an individual, from bank funds if you are a state-chartered bank or from a national bank holding company if the contribution is made from funds other than those resulting from the operations of the national bank.
Fundamentals of Commercial Lending 101 Webinar - Feb. 23, Zoom
Commercial banking can be intimidating because of its complexity and the risk-oriented nature of the work. This course presented by Andy Keusal, 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. This webinar will be held via Zoom on Thursday, Feb. 23, from 9:30 a.m. - 5 p.m. The recording will be available to registered participants for one month after the live training. Click here to access the event website with everything you need to know.
Legal Update Session Extended!
HR Professionals Institute
- March 22-24, St. Simons
Planned by GBA’s HR Committee led by Chair Terry Kennedy, Exchange Bank, and Vice Chair Lance Whitley, Colony Bank, this year’s conference agenda includes an extended session on the legal updates HR professionals need to manage their bank’s HR responsibilities. Back by popular demand, Jason Wilcox, partner, Moore Clarke DuVall & Rodgers, will take a deep dive into the most significant legal challenges HR professionals face. During this interactive session, Jason will provide take-home materials to help you implement HR best practices. Click here to see the full agenda and to register.
Extended Program, Additional Content!
Marketing Conference and Creative Workshop
- March 22-24, St. Simons
Your program, your choice! Planned by GBA’s Marketing Committee led by Chair Anna Grant Jones, Pinnacle Bank, and Vice Chair Haley Barnes, BankSouth Mortgage, the GBA Marketing Conference program has two components this year. First is a new creativity engine called the Bankreative Workshop led by Clark Hook, Creative Director at Financial Marketing Solutions, the nation’s top bank branding agency and GBA Strategic Partner. The traditional conference follows, with a jam-packed agenda for all marketing professionals. Click here for the full agenda and to register. Attendees have the option to register for both workshop and conference, conference only, or workshop only.
Personal Cash Flow Analysis - March 29, Macon
Back by popular demand, Mike Allen, a faculty member of the Georgia Banking School with more than 40 years of industry experience, will cover the A-Zs of how to analyze personal cash flow and personal tax returns. This program is designed for consumer lenders, commercial lenders, and credit analysts/underwriters. The training will assist those bankers who originate consumer loans as well as commercial bankers and underwriters who want to get a clear picture of a guarantor's cash flow to aid in identifying the availability of excess personal cash flow that could be available to provide additional support to related borrowing requests. Through a combination of lecture and casework, participants will learn how to calculate sources and uses of personal cash flow and any remaining cash flow to support additional debt. Click here to register.
Is Your Bank’s Security Program Safe and Sound?
Bank Security Conference - April 12-14, Jekyll Island
Planned by GBA’s Security Committee, the Security Conference is the premier in-person learning experience for Georgia bank security professionals looking to sharpen their skills, share the latest intel and make essential connections to help them with their mission to protect their banks and customers. Learn from the pros and network with your peers to gain insight and best practices. The conference registration includes a policy and procedures workshop to equip you with everything you need to make sure your program is safe and sound. This conference is planned for bank security officers and staff at all levels as well as anyone with security responsibilities at the bank. Click here for details and to register.
GBA Seminars Coming Up in April
Registration is open for the following seminars at Middle Georgia State University in Macon:
Georgia Banking School - April 30 - May 5, Athens
Enrollment is open for the May 2023 session of Georgia Banking School, scheduled in Athens at the University of Georgia Center for Continuing Education and Hotel, Sunday, April 30, through Friday, May 5. This year's keynote speaker is Joe Evans, retired chairman of State Bank Financial Corporation. He is going to share his career story on Wednesday, May 3. We have also added a trivia night for students on Tuesday, May 2, from 7:30-9:30 p.m. All students are invited to attend. Here's what Ryan Martin, senior vice president and Savannah market president at Truist and 2022 Georgia Banking School Graduate of Distinction, had to say about his school experience:
"Graduating from Georgia Banking School was a great honor, and the experience was an excellent chapter of my life. I had the opportunity to forge lifelong friendships with bankers from all around Georgia while learning and developing skills together. The school is a no-nonsense program focused on sharpening leadership skills, banking knowledge, and emphasizing the major role that bankers have in the overall success of the communities they serve. The Georgia Banking School is a solid investment for all since developing great bankers ultimately results in excellent communities."
Rural Development and Lending Conference - May 18-19, St. Simons
Bankers involved in any kind of ag lending should sign up for the GBA 2023 Rural Development and Lending Conference May 18-19 at The King & Prince, St. Simons. Agenda sessions will include: a livestock update, ag regulatory update, crop insurance, peanuts and farm bill update and a cotton update. Thanks to the GBA Agricultural Committee, led by its Chair Rachel Thompson, Bank of Newington, and Vice Chair Matt Rushton, AB&T, for their work on the agenda. For more information and to register, click here.

Webinars from National Experts on OnCourse Learning

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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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