Time: Day 1, 9 am – 5 pm
Day 2, 8:30 am – 12:30 pm
Patti Blenden
Patti Blenden is a dynamic speaker and leader with strong, intuitive management skills, and a deep conviction that “excellence is not optional.” She has extensive experience in working with financial institutions, bank data processors and governmental agencies. Patti has more than 35 years of experience in the financial industry as an entrepreneur and financial institution executive. She is a Certified Public Accountant, skilled regulatory compliance consultant, bank operations specialist, system automation designer and an enthusiastic regulatory compliance instructor who believes in providing real-world solutions ready for immediate implementation.
Patti founded Financial Solutions in 1990 to offer financial institutions complete, cost-effective regulatory compliance solutions, thereby eliminating an institution’s need to rush to increase overhead. The company specializes in providing regulatory compliance assistance for financial institutions through policies, programs, on-site compliance reviews and customized training.
Patti’s coming back to town to help guide us through the murky waters of compliance updates. You and your compliance team won’t want to miss this informative session! Confirmed topics include:
This program will also feature a networking dinner with NCBA President & CEO, Peter Gwaltney! The dinner is optional for attendees, and will take place on Thursday, August 16 at 6:00 at the restaurant in the Holiday Inn.
The NCBA has secured a discounted room rate of $109/night at the Holiday Inn Crabtree Valley. To make a reservation, please use the link below or call the hotel directly at 919.782.8600 and request the NC Bankers rate for the nights of August 15 and 16th. Please note that all attendees are responsible for their own room reservations.
Please join the Young Bankers to network and mingle in Wilmington! NCYB Representatives Kristen Brabble, First Carolina Bank, John Parker, KS Bank, David Sauls, Southern Bank & Trust, and Patrick Spach, Live Oak Bank, will be in attendance. In addition, this networking program will feature a presentation by Pierre Naude, CEO of nCino, on “Continuous Innovation in a Digital World.”
Attendees do need to register, but there is no fee to attend.
This is a recorded program. The webinar will be sent to registrants on the morning of September 5.
This webinar is being presented by ValuePointe.biz. This program will consist of a business valuation primer for anyone working with business loans, especially SBA loans, such as commercial/business lenders on up to the executive officers. Understanding the business valuation process and the accompanying report can be a daunting task. However, this lively presentation will keep the audience engaged and will be full of important information. Specific topics include:
This is a must-attend program for anyone in the financial industry who would like to learn more about the business valuation process.
Dwight Ensley – Certified Valuation Analyst & NC Licensed Attorney
Dwight Ensley has over 25 years of experience in buying, selling, and managing his own closely held small businesses, Dwight has an in-depth understanding of the operations and accounting of same. As a certified business valuation analyst, Dwight meets the Small Business Administration (SBA) SOP 50-10(5) requirements as a “qualified source.”
Dwight’s credentials include Juris Doctor, Masters of Business Administration, Bachelors of Business Administration, and Certified Valuation Analyst. He has served as an expert witness in business valuations for numerous court cases. His experience and knowledge have afforded him the opportunity to continually serve in a court-appointed capacity as a designated business valuator throughout NC. In addition to providing certified business valuation reports for clients, Dwight presents at CLE events throughout NC, SC, and VA, and has earned the distinction of being a Virginia Bar Association CLE Faculty and Author in 2016.
Dwight has authored several books including Closely Held Business Valuation Basics for Family Lawyers and When the Wrong Person gets the Money, The ERISA Federal Preemption Trap in Equitable Distribution. Organizations such as the American Bar Association Young Lawyers Division, the North Carolina Bar Association Family Law Section, and the State Bar of Georgia Family Law Section Newsletter have published his articles. Dwight also regularly updates his blog with current business valuation related posts viewed at ValuePointe.biz.
Time: Day 1: IRA Essentials, 9 am – 4 pm
Day 2: Advanced IRAs, 9 am – 4 pm
Day 3: HSA Frontline Fundamentals, 9 am – 12 pm
Registration Rates
Total Program: $775 (Early Bird – 8/29) / $825 (Regular – after 8/29)
Day 1: IRA Essentials Only: $350 (Early Bird – 8/29) / $400 (Regular – after 8/29)
Day 2: Advanced IRAs Only: $350 (Early Bird – 8/29) / $400 (Regular – after 8/29)
Day 3: HSA Frontline Fundamentals Only: $200 (Early Bird – 8/29) / $250 (Regular – 8/29)
Individuals can register for all days as a full package, or can register for any day a la carte. You can view topics for each day on the agenda (link above).
Day 1 – IRA Essentials
You should register for this program if you need to learn the basics of Traditional and Roth IRAs or you want an updated, general refresher on IRA rules.
This session will give attendees a solid foundation of IRA knowledge. Exercises are included throughout the day to help participants apply information to job-related situations. Attendees will leave this session able to work with IRA owners and process basic IRA transactions with confidence. This is a beginner’s session; no previous IRA knowledge is assumed. Click HERE to view all of the course topics.
Day 2 – Advanced IRAs
You should register for this session if you are an IRA administrator, personal banker, or member services personnel who has a working knowledge of basic IRA operations and wishes to expand your expertise and provide enhanced customer service, a compliance specialist, or support personnel responsible for promotional materials.
This portion of the program will build on an attendees’ basic IRA knowledge to address some of the more complex IRA issues that their financial organizations may handle. This is an advanced session, and previous IRA knowledge is assumed. The instructor will use real-world examples to help participants apply information to job-related situations. Click HERE to view all of the course topics.
Day 3 – HSA Frontline Fundamentals
You should register for this session if you need or want to learn the basics of Health Savings Accounts.
This presentation is a half-day workshop that will give registrants a basic foundation of HSA knowledge. Exercises are included to help attendees apply information to real-world scenarios. Participants will leave this session able to confidently process basic HSA transactions. This is a beginner’s session, and no previous HSA knowledge is assumed. Click HERE to view all of the course topics.
Jeff Aga – Technical Consultant, Ascensus
Jeff Aga is a Technical Consultant with the ERISA Technical Support Department at Ascensus. He assists clients with technical compliance questions through the 800 Consulting Service. He instructs Ascensus’ webinars and various Ascensus sponsored seminars nationwide. Jeff lends technical expertise regarding Qualified Retirement Plans, Traditional and Roth IRAs, Coverdell education savings accounts, health savings accounts and various employer-sponsored retirement plans such as 401(k) plans, 403(b) plans, SEP and SIMPLE IRA plans. He also conducts qualified retirement plan, 403(b) plan, and IRA compliance audits.
Jeff joined Ascensus in 1994 as a Plan Specialist in the Balance Forward Recordkeeping Department, and has served as a Client Service Representative as well as a Team Leader of Client Services with the Plan Service Group. He holds the Certified Pension Consultant, Qualified 401(k) Plan Administrator and Qualified Pension Administrator designations from the American Society of Pension Professionals and Actuaries and is a Certified IRA Services Professional.
The NCBA has secured a discounted rate of $149/night for our attendees at the North Raleigh Hilton. To secure this discounted rate, please use the link below. This rate includes Lofton’s breakfast and complimentary transportation to and from the North Hills Mall. The hotel is located two miles away from the NCBA.
Please note that attendees are responsible for securing their hotel reservations.
This is a recorded program. The webinar will be sent to registrants on the morning of September 20.
We are proud to be partnering with Carr, Riggs & Ingram on this webinar. At the crossroads of high-tech fluid dynamics, real estate, and our energy grid sits the data center. An asset and industry that is misunderstood, mostly hidden, and at the core of the brave new digital world we live in today. They are the ever-evolving and growing metropolitan city designed to house the data and data processing that drives our economy forward.
There is no cloud, just someone else’s computer and the data center is the home of every “cloud” you use today… and will remain the home of every “cloud” your great-grandchildren will eventually use. If you’ve ever walked into one of these purpose-built 100,000+ square foot facilities, with the security gates, iris scanners, bio-metric readers, badges, guards, and machinery all around you, it’s hard not to have your jaw drop, and an overwhelming feeling that you’re standing in something special.
Some say, ‘If you’ve walked through two or three of these facilities, you’ve seen them all!’ However, our experience has proven that this is far from reality. Each property and property owner is unique, and the use cases for these facilities only continues to grow in proportion to the volume of data sets being aggregated every second. The industry is, in fact, at an all-time high on numerous levels. Valuations of companies in the space, year over year IBITDA growth, total industry spend, total square footage in production… every variable is growing and, in most cases, growing faster than ever before.
In this talk, Sean Patrick Tario will discuss the history, evolution, relevance and economics of the data center and cloud services industry as well as the growing importance of the internet exchanges and carrier hotels that our digital world, economy and way of life so heavily depend upon. Specific program topics include:
Don’t miss this informative event!
Sean Patrick Tario – CEO & Founder, Open Spectrum
Sean is a seasoned IT professional, entrepreneur, author, trainer and investor. He has worked over the years with hundreds of entrepreneurs, startups and scaling companies as a general advisor, director, consultant and award winning sales producer. He is the author of “Industry Playbook: Data Center Colocation,” now on its fourth Edition and sold over 2,000 copies. This book has served as the core material for the over 40 high impact data center marketplace training events across the country Sean has personally conducted and produced. His firm Open Spectrum has also extended this training online through the development of an online data center industry focused LMS platform.
Sean has represented hundreds of enterprise clients in the auditing, consolidation, migration, negotiation and closing of data center and hosting contracts with service providers around the world. He has personally toured over 400 colocation data centers across the country over the past six years. His firm provides ongoing market intelligence, reporting and due diligence to those who invest and operate within the data center marketplace.
Sean spends his free time interviewing industry executives for his “I Love Data Centers” Podcast. He also serves as an industry advocate and lobbyist through his work with the Internet Infrastructure Coalition (I2C) in Washington DC and the East Carolina InfraGard Chapter. Locally, Sean serves on the board of Innovate Raleigh and is a mentor through the NC State Entrepreneurship Clinic Mentor Program. Sean was born and raised in Chicago, spent 16 years in the San Francisco Bay Area before moving his wife and business to Raleigh, North Carolina two years ago.
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