September 2023  

 
Featured Learning and Development Opportunities
Lender Training - Affordable and Convenient!
Commercial Lending 201: Analyzing Repayment Sources - Sept. 7, Zoom
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.
Lending Seminars
  • Business Cash Flow Analysis Seminar - Sept. 19, MGSU, Macon
    New speaker, fresh content! Join Peter Faser of Truist, 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.
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.
 
President/CEO, Bank Accountant, Bank Counsel Conferences - Sept. 24-26, the JW Marriott Savannah Plant Riverside District
Participants in these annual conferences thcount on learning from the best industry leaders, experts and professionals and this year will be no different. Jonathan Hightower, partner with Fenimore Kay Harrison LLP, will moderate a Regulatory Panel featuring Kevin Hagler, Commissioner of the Georgia Department of Banking and Finance; John Vogel, regional director, FDIC; and Trey Wheeler, assistant vice president of the Supervision and Regulation Division, Federal Reserve Bank of Atlanta. Participants will discuss the state of the industry, lessons learned from the liquidity disruption earlier this year, areas of regulatory focus related to concentration risk and other topics of interest in exams. Panelists will also provide their perspectives on emerging topics such as reputation management and possibilities for deposit insurance reform. Time will be permitted for bankers to ask questions. We’ve added rooms to the block at the JW, so eligible participants are encouraged to register and reserve a room. Click here to see the rest of the agenda and registration and hotel information.
A big shout-out to our event sponsors: American Bankers Association; CRI Carr Riggs & Ingram, CPAs and Advisors; EBS; Elliott Davis; FHLBank Atlanta; Fenimore Kay Harrison LLP; FNBB First National Bankers Bank; James Bates Brannan Groover LLP; Mauldin & Jenkins; McNair, McLemore, Middlebrooks & Co; Nichols Cauley; SentryHealth; Servis 1st Bank, Correspondent Bank Division; Symphona; Troutman Pepper; and Warren Averett, CPAs and Advisors.
Enrollment Opening Soon!
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
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.
 
Financial Risk Management Conference - Nov 2-3, The Westin Buckhead Atlanta
The upcoming Financial Risk Management Conferences will feature a good session to help members find opportunities in SBA and USDA programs. Mark Evans, Brean Capital, LLC will discuss how banks are using these programs currently, how they fit balance sheet and income needs, and the current market environment. This is one of many outstanding sessions featured during the conference. Get all the details and register here.
We’d like to thank these Associate Members who are showing their support:
  • Platinum sponsor: The Baker Group
  • Gold sponsor: Brean Capital LLC
  • Silver sponsor: Carr Riggs & Ingram CPAs and Advisors; FHLBank Atlanta; ServisFirst Bank and Wiplfi LLP.
Roger Tutterow
Credit Conference - Nov. 30 - Dec. 1, The Westin Buckhead Atlanta
At the 2023 GBA Credit Conference Nov. 30 - Dec. 1 in Atlanta, Roger Tutterow, Kennesaw State University will close out the conference with his annual Economic Update. An always popular speaker, Tutterow’s presentation can help you and your bank understand the latest economic trends so you can roll into the new year with good momentum. This is among the many excellent sessions set for the program. Get all the details and register here.
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; and Wiplfi LLP.
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!
 
Attention GBA Associate Members
2024 Sponsor and Exhibitor Kit
As you and your team plan your company’s marketing and event budget for 2024, we invite and encourage you to go ahead and confirm your participation in all the GBA events important to your company through our 2024 sponsorship and exhibit kit now available.
What GBA events can my company get involved in?
  • Annual Signature Events: Annual Meeting, President/CEO, Bank Counsel and Bank Accountants Conferences; Leadership Conference; and Legislative Forum & Reception
  • Annual Professional Development Conferences: Compliance; Financial Risk Management; Credit; Operations/Technology; HR; Marketing; Security; Rural Development & Lending; and Women in Banking
  • Annual Schools: Georgia Banking School, GBA Compliance School and The BSA Summit
  • Seminars: Various
We’re happy to help you map out a full strategy for the year. Email GBA’s Kathy Friestad, kfriestad@gabankers.com, to request a call or meeting.
Save the Date!

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)