Calendar of Events

Saturday, November 18 to Friday, February 16
Monday, November 20
Name Time Location
For Salespeople and Managers: The Guide to Building Your Business Work Plan for 2018 Noon - 2:00pm
Developing an Incident Response Plan for an Information Security Breach 1:30pm - 3:30pm
Tuesday, November 21
Name Time Location
Ratio Analysis to Determine Financial Strength 10:00am - Noon
Monday, November 27
Name Time Location
Excel Explained: Managing Large Spreadsheets 1:30pm - 3:30pm
Tuesday, November 28
Name Time Location
Critical Issues on Certificates of Deposit (CDs) 10:00am - Noon
Living Trust Documents 1:30pm - 3:30pm
Wednesday, November 29
Name Time Location
Fraud Detection 10:00am - Noon
Commercial Construction Lending 1:30pm - 3:30pm
Thursday, November 30
Name Time Location
2017 TRID Final Rule Update 10:00am - Noon
Robbery Awareness 1:30pm - 3:30pm
Friday, December 1
Name Time Location
Exploring the IRA Universe - Part III of IV: Auditing and Compliance; How to Audit your IRA Accounts 10:00am - Noon
Monday, December 4
Name Time Location
Strategic Loan Pricing 1:30pm - 3:30pm
Tuesday, December 5
Name Time Location
Exploring the IRA Universe - Part IV: IRAs: Auditing and Compliance; How to Audit your IRA Accounts 10:00am - Noon
HMDA - Last Minute Update (Warning) 1:30pm - 3:30pm
Wednesday, December 6
Name Time Location
2018 Cybersecurity Forecast 10:00am - Noon
Opening Accounts for High Risk Customers: Documentation, Scripts and Risk Mitigation 1:30pm - 3:30pm
Thursday, December 7
Name Time Location
BSA: SAR Decision Making 10:00am - Noon
Get Global: Understanding Global Cash Flow Analysis 1:30pm - 3:30pm
Friday, December 8
Name Time Location
Agricultural Loan Documentation & Administration 10:00am - Noon
Monday, December 11
Name Time Location
Commercial Real Estate Lending: Cash Flow Analysis 1:30pm - 3:30pm
Tuesday, December 12
Name Time Location
Notary Public 10:00am - Noon
Excel Explained: Introduction to Spreadsheets 1:30pm - 3:30pm
Wednesday, December 13
Name Time Location
RESPA Section 8 Violations 10:00am - Noon
ESign Compliance 1:30pm - 3:30pm
Escrows 1:30pm - 3:30pm
Thursday, December 14
Name Time Location
EFT 10:00am - Noon
Unraveling the similarities and differences between the Green Book & ACH Payments 10:00am - Noon
Monday, December 18
Name Time Location
Onboarding Your New Hire 1:30pm - 3:30pm Onboarding Your New Hire
Tuesday, December 19
Name Time Location
IRS Information Reporting: Rules and Forms 10:00am - Noon
Writing Business Account Procedures for New CDD 1:30pm - 3:30pm
Wednesday, December 20
Name Time Location
Commercial Real Estate (CRE) Lending in Today’s Economy 10:00am - Noon
W-9, W-8BEN and W-8BEN-E New Updated Forms and Info 1:30pm - 3:30pm
Thursday, December 21
Name Time Location
Coaching Tellers to Excellence 10:00am - Noon
Compliance Perspectives: A Monthly Update 1:00pm - 2:00pm
Wednesday, January 3
Name Time Location
Current Expected Credit Losses (CECL) 10:00am - Noon
Best-Ever Compliance Checklists for Consumer Loans 1:30pm - 3:30pm
Tuesday, January 9
Name Time Location
Digital Marketing: Deep Dive 10:00am - Noon
Implementing Beneficial Owners on Legal Entities 1:30pm - 3:30pm
Wednesday, January 10
Name Time Location
Incident Response - Plan to Fail 10:00am - Noon
Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income 1:30pm - 3:30pm
Thursday, January 11
Name Time Location
Scrubbing and Submitting 2017 HMDA Data 10:00am - Noon
Opening Accounts for Non-Resident Aliens 1:30pm - 3:30pm
Tuesday, January 16
Name Time Location
Advertising Compliance 10:00am - Noon
Loan Underwriting Mistakes 1:30pm - 3:30pm
Wednesday, January 17
Name Time Location
IRA Update and Review 10:00am - Noon
CRE Appraisals: Appraisal Components, Approaches to Value and Cap Rates 1:30pm - 3:30pm
Thursday, January 18
Name Time Location
Handling Loan Applications – What can go wrong? 10:00am - Noon
Online Deposit Account Opening 1:30pm - 3:30pm
Tuesday, January 23
Name Time Location
Health Savings Accounts 10:00am - Noon
Wednesday, January 24
Name Time Location
A Business Development Officers Guide to Selling Non-Traditional Financial Products 1:05pm - 2:05pm
Tuesday, January 30
Name Time Location
Teller Compliance Issues: Reg CC, UCC 3 & 4 and CTRs 1:30pm - 3:30pm
Wednesday, January 31
Name Time Location
Basic Business Entities & Other Commercial Borrowers 10:00am - Noon
Dealing with Subpoenas, Summonses, Garnishments, Tax Levies, Etc. 1:30pm - 3:30pm
Monday, February 5
Name Time Location
Southeastern School of Advanced Commercial Lending All-day Event TBA Barrett Training Center, Nashville, TN
Tuesday, February 6
Name Time Location
Southeastern School of Advanced Commercial Lending All-day Event TBA Barrett Training Center, Nashville, TN
Wednesday, February 7
Name Time Location
Southeastern School of Advanced Commercial Lending All-day Event TBA Barrett Training Center, Nashville, TN