July 2023

Featured Learning and Development Opportunities
Leadership Conference - July 10-12, Ponte Vedra Inn & Club in Ponte Vedra, FL
More than 400 members are signed up to attend the Leadership Conference coming up on July 10-12 at the Ponte Vedra Inn & Club in Ponte Vedra, FL. This conference is built for newly appointed c-suite bankers; senior officers; department heads; business development officers; and those with community relations or government relations responsibilities or interests. This annual conference offers excellent educational sessions and quality networking time with your banking peers and GBA associate members. Click here to see the detailed conference agenda and more info. A huge shout-out to our sponsors: Presenting Sponsors: Aubrey Thrasher, LLC; American Bankers Association (ABA); CSRA Business Lending; and Point to Point Environmental. Platinum Sponsors: Anthem and Safe Systems, Inc. Gold Sponsors: CRS Data; FHLBank Atlanta; Fenimore Kay Harrison LLP; First National Bankers Bank; ServisFirst Bank; and Steve H. Powell & Company. Silver Sponsors: Holmes-Shaw Agency - A Member of the PointeNorth Insurance Group; McNair, McLemore, Middlebrooks & Co., Inc.; Troutman Pepper and Wipfli.
Kristen Stogniew
Price Reduced!
BSA Peer Group Summer Session - July 19, Middle Georgia State University, Macon
Join your peers for this in-person networking opportunity as we discuss industry hot topics. Led by GBA's BSA Summit facilitator, Kristen Stogniew, this peer group meeting will equip you with best practices in BSA compliance. Member input led to creation of GBA's new BSA Peer Group, which complements and builds on the in-depth annual BSA Summit program. With a focus on the account opening process and enhanced due diligence, attendees were able to dig in to details, ask lots of questions and share best practices. Attendees can submit topics during registration to generate discussion among their peers about common pain points and industry trends and concerns. Strengthen your bank's BSA/AML/CFT and OFAC programs by registering today! Get all the details and register here.
Women in Banking Conference - Aug. 10-11, Chateau Elan Winery & Resort, Braselton
The GBA Women in Banking Committee, under the leadership of Chair Lori Tucker, United Bank, Zebulon, and Vice Chair Jenn Whitmire, Pinnacle Bank, Elberton, is excited to unveil the detailed agenda for the 2023 Women in Banking Conference, Aug. 10-11 at Chateau Elan Winery & Resort in Braselton. Click here to take a look at the timely and beneficial sessions coming your way later this summer. There is something for all women bankers, Strategic Partners and Associate Members! Don’t miss this opportunity to meet, learn and share with your fellow colleagues. Register today to reserve your spot. Click here to register, see hotel reservation info, or to reserve your sponsorship. A huge thank you to our generous Associate Members who are supporting this conference through sponsorship. Platinum Sponsor: BHG Financial; Gold Sponsor: McNair, McLemore, Middlebrooks & Co., LLC; Silver Sponsors: Carr, Riggs & Ingram, CPAs and Advisors; Elliott Davis; FHLBank Atlanta; Mauldin & Jenkins, LLC; Troutman Pepper; and Wipfli.
Attention Lending Pros
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 Now Open for These GBA Seminars
  • Opening New Accounts Seminar - Sept. 12, MGSU, Macon
    Registration is now open for our annual Opening New Accounts Seminar. 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.
Registration Opening Soon!
Compliance Conference & HMDA Workshop - Oct 18-20, The Westin Jekyll Island
Your program, your choice! 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
Registration Open!
Financial Risk Management Conference - Nov 2-3, The Westin Buckhead Atlanta
Registration is now open for the 2023 GBA Financial Risk Management Conference, Nov 2-3 at The Westin Buckhead Atlanta. Planned by the GBA’s Asset/Liability Management Committee, the conference sessions will include:
  • Economic Update - Ryan Hayhurst, The Baker Group
  • 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
Registration Open!
Credit Conference - Nov. 30 - Dec. 1, The Westin Buckhead Atlanta
Registration is now open for the 2023 GBA Credit Conference, Nov 30 - Dec 1 at The Westin Buckhead Atlanta. Planned by the GBA’s Credit Committee, the conference sessions will include:
  • Economic Update - Roger Tutterow
  • CRE - Cal Evans, Senior Director, Investor Relations & Market Intelligence, Synovus
  • 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 Now 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!
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Facilitated Online Courses
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Self-Paced Online Courses

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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
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See all available certificates here. (click "member" status)