January 2023

Featured Learning and Development Opportunities
Legislative and Economic Forum & Reception - Jan. 11, Atlanta
Kick off your 2023 educational efforts and boost your knowledge of priority legislative issues by attending GBA’s annual Legislative and Economic Forum, Wednesday, Jan. 11 at the Hyatt Regency Atlanta Downtown. This event is hosted annually by the GBA Board of Directors, Public Affairs Committee and BankPAC Board, and is followed by our annual Legislative Reception honoring members of the General Assembly, Constitutional Officers, statewide Judiciary and other dignitaries. Any member bankers, Associate Members or Bank Counsel Section members with management, finance, business development or government relations-related responsibilities or interests are invited to attend. The forum will be from 3-6 p.m., followed by the reception from 6-7:30 p.m. Watch upcoming GBA Bulletin articles and check the event website for developments in the agenda. We have reserved a block of rooms at The Starling Atlanta Midtown Hotel (Curio Collection by Hilton) for Wednesday night, Jan. 11 for $189/night plus taxes and fees. Reservations may be made by calling 1.800.HILTONS (1.800.445.8667) or through GBA’s custom reservations link. If calling, identify yourself as a member of the GBA Legislative Forum block. Event sponsorships are also available. Click here for that info. Thanks to our event sponsors, BHG Financial, FHLBank of Atlanta and ServisFirst Bank!
22.25 CAFP, CRCM Credits Available
The BSA Summit - Jan. 30 - Feb.2, Peachtree City
GBA is excited to partner with Kristen Stogniew, Esq., CFE, shareholder, Saltmarsh, Cleaveland & Gund, to bring you the 2023 GBA BSA Summit. Stogniew has more than 20 years of experience as a trusted advisor to community banks on legal, operational and compliance concerns. She also facilitates The Florida Bankers Association’s popular BSA and AML School.
GBA’s BSA Summit is a comprehensive BSA school that has everything you need to assess and maintain your BSA/AML compliance program as well as to meet annual regulatory training requirements. Highlights include:
  • Special sessions for those new to BSA/AML
  • SAR and Money Laundering Scenarios
  • Panel and Peer Group Discussions
  • Cryptocurrency and Cannabis
  • Risk Assessment and Board Reporting.
Registration is limited so secure your spot today! Registration includes printed session materials, an opening reception, meals and breaks. We are also offering exhibit and sponsorship opportunities. Associate members are eligible to sponsor. Get all the details and register here. The school has been approved for 22.25 CAFP, CRCM credits for those needing continued education credits. Thank you to Silver Sponsors Mauldin & Jenkins and Steve H. Powell & Company!
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
It’s time to sign up to attend GBA’s Operations and Technology Conference, which will be Feb. 8-10 at The DeSoto hotel in Savannah. One major speaker will be Virginia Heyburn, director of Research, Insights and Advocacy for Engage fi delivering a session called Demystifying Open Banking: Why Innovation is the Bank Brand of the Future. “'Open banking' is the buzzword of the day in banking circles, creating confusion and concern around what banks should do next to better understand and create new possibilities promised by the pundits. Far more than the obvious API-based integration advantage, open banking is first and foremost a business strategy for the future,” Heyburn says. “This session will build a business case for Open Banking that shows the possibilities for new revenue streams and the need for Open Banking strategies across both core banking and digital banking.” The rest of the agenda is taking shape, but topics will include strengthening operational efficiencies, cybersecurity insurance, fraud prevention strategies and integrating technology into your enterprise strategy. 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. For more information and to register, click here. Thank you to Silver Sponsors 5iron, Empyrean Solutions, Fiserv and Ncontracts.
BankPAC Sporting Clays Tournament - Feb. 9, 2023, 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: CashTrans, CSRA Business Lending, FHLBank Atlanta, First National Bank, Great Oaks Bank, ICI Consulting, Northeast Georgia Bank and Point to Point Environmental. 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.
HR Professionals Institute - March 22-24, St. Simons
Attendees are in for a treat with the HR Professionals Institute agenda lineup. Fan-favorite presenter Lon Langston will jumpstart the program as he explains how to effectively manage the HR role at the leadership table. Langston is the founder of Engaged Banker eXperience and is best known for his approach in increasing employee engagement, performance, and wellbeing. The HR Professionals Institute is March 22-24 at The King and Prince Beach & Golf Resort, St. Simons. The GBA HR Professionals Institute is the premier in-person learning experience for Georgia bank human resources professionals. Human resource professionals at all levels will benefit from attending. Get all the details and register here. Thanks to the GBA Human Resources Committee, led by its Chair Terry Kennedy, Exchange Bank, and Vice Chair Lance Whitley, Colony Bank, for their work on the agenda.
Marketing Conference & Creative Workshop - March 22-24, St. Simons
Register now for what promises to be a high-energy and compelling Marketing Conference & Creative Workshop this spring at the King and Prince, St. Simons. Our Marketing Committee led by Chair Anna Grant Jones, Pinnacle Bank, and Vice Chair Haley Barnes, BankSouth Mortgage, has planned this two-part event to energize Georgia bank marketing pros in new and innovative ways. The event has two components. First is a new creativity engine called the Bankreative Workshop led by Clark Hook, executive creative director at Financial Marketing Solutions, the nation’s top bank branding agency and GBA Strategic Partner. The traditional conference follows, with an agenda full of peer sharing, a look at crisis communication planning, incorporating diversity into marketing, an update on the latest digital marketing techniques and search engine optimization strategies, and an inspirational closing session from TV personality, cookbook author and entrepreneur Vera Stewart. Get all the details and register here.
GBA 2023 Spring Seminars
Registration is now open for the following 2023 spring seminars at Middle Georgia State University in Macon:
With questions, contact Aimee Corcoran, 404.420.2035.

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