Upcoming Events

Feb

2020 Community Bank Webinar 1

Speaker: Daniel Anderson
Virtual
Webinar

Topic: Positioning the Investment Portfolio for Performance

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Feb

Community Bankers Association of OK – Leadership Retreat

Speaker: Jim Reber
Savannah, GA
Perry Lane Hotel

For: OK community bankers Topic: A New Decade for Investment Securities

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Feb

2020 Credit Union Webinar 1

Speaker: Daniel Anderson
Virtual
Webinar

Topic: Positioning the Investment Portfolio for Performance

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Mar

ICBA – Community Banking Live! 2020

Speaker: Jim Reber
Orlando, FL
Gaylord Palms Resort

For: ICBA members Topic: Directors Responsibilities in the Investment Portfolio

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Mar

ICBA – Community Banking Live! 2020

Speaker: Tom Mecredy
Orlando, FL
Gaylord Palms Resort

For: ICBA members Topic: Your Bank's Franchise Value - Today and Tomorrow

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Mar

ICBA – Community Banking Live! 2020

Speaker: Jim Reber
Orlando, FL
Gaylord Palms Resort

For: ICBA members Topic: The Evolution of the Modern Investment Portfolio

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Mar

ICBA – Community Banking Live! 2020

Speaker: Jim Reber
Orlando, FL
Gaylord Palms Resort

For: ICBA members Topic: Strategic Lending and Investing

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Mar

ICBA – Community Banking Live! 2020

Speaker: Rick Redmond
Orlando, FL
Gaylord Palms Resort

For: ICBA members Topic: Balance Sheet Strategies for the Current Environment

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Mar

2020 Community Bank Webinar 2

Speaker: Dan Stimpson, CPA and Katharine Bray
Virtual
Webinar

Topic: Balance Sheet Strategies for 2020

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Mar

2020 Credit Union Webinar 2

Speaker: Ricky Brillard, CPA
Virtual
Webinar

Topic: Asset/Liability Management Strategies

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Apr

AR Community Bankers – CFO Forum

Speaker: Jim Reber
Little Rock, AR
Crown Plaza Hotel

For: AR community bankers Topic: A New Decade for Investment Securities

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Apr

2020 Community Bank Webinar 3

Speaker: Greg Roll, CFA
Virtual
Webinar

Topic: Balance Sheet Management and Your Loan Portfolio

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Apr

2020 Credit Union Webinar 3

Speaker: David Visinsky
Virtual
Webinar

Topic: Balance Sheet Management and your Loan Portfolio

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Apr

Balance Sheet Academy

Speaker: various
Memphis, TN
Embassy Suites

For: community bankers Topics: various More info: Balance Sheet Academy

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May

FL Bankers Association – CFO Symposium

Speaker: Rick Redmond
Orlando, FL
Rosen Shingle Creek Resort

For: FL community bankers Topic: Balance Sheet Strategies for the Current Environment

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May

2020 Community Bank Webinar 4

Speaker: Rick Redmond, CMA or Katharine Bray and Kevin Smith, CFA
Virtual
Webinar

Topic: The End of LIBOR

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May

2020 Credit Union Webinar 4

Speaker: Rick Redmond, CMA or Katharine Bray and Kevin Smith, CFA
Virtual
Webinar

Topic: The End of LIBOR

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Jun

2020 Community Bank Webinar 5

Speaker: Kevin Smith, CFA
Virtual
Webinar

Topic: Mortgage Market Update and Opportunities

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Jun

2020 Credit Union Webinar 5

Speaker: Kevin Smith, CFA
Virtual
Webinar

Topic: Mortgage Market Update and Opportunities for Credit Unions

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Jun

Community Bankers Association of OK – Horizon Bankers Annual Conference

Speaker: Tommy Warren
New Braunfels, TX
Marriott Courtyard River Village

For: OK community bankers Topic: Tommy Warren

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Jun

Community Bankers Association of GA – LEAD Convention and Mini-Trade Show

Speaker: Jim Reber
Amelia Island, FL
Ritz-Carlton

For: GA community bankers Topic: TBD

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Jul

Community Bankers Association of KS – Annual Convention

Speaker: Craig Dismuke
Overland Park, KS
Marriott Hotel

For: KS community bankers Topic: Economic Update

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Aug

ICBA – CFO Forum

Speaker: Jim Reber
Bloomington, MN
Embassy Suites

For: community bankers Topic: TBD

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Sep

Community Bankers Association of OK – Annual Convention

Speaker: Jim Reber
New Braunfels, TX
Marriott Courtyard River Village

For: OK community bankers Topic: TBD

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Sep

2020 Community Bank Webinar 6

Speaker: Justin Sparks and Dennis Porcaro
Virtual
Webinar

Topic: Municipal Market Update - Investment Strategies and Credit

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Sep

Community Bankers Association of GA – Annual Convention and Mini-Trade Show

Speaker: Jim Reber
Miramar Beach, FL
Sandestin Hilton

For: GA community bankers Topic: TBD

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Sep

PA Association of Community Bankers – Annual Convention

Speaker: Rick Redmond
West Palm Beach, FL
The Breakers

For: PA community bankers Topic: Balance Sheet Strategies for the Current Environment

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Oct

2020 Community Bank Webinar 7

Speaker: Michael Erhardt, CPA
Virtual
Webinar

Topic: Planning for Year End and the New Year

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Oct

ICBA – Annual Directors’ Conference

Speaker: Jim Reber
San Antonio, TX
Omni LaManion del Rio

For: community bankers Topic: TBD

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Oct

2020 Credit Union Webinar 6

Speaker: Michael Erhardt, CPA
Virtual
Webinar

Topic: Planning for Year End and the New Year

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