Please join the Young Bankers to network and grab some drinks! Several NCYB representatives will be in attendance, including Chair Meredith Begley, Black Mountain Savings Bank, David Beaver, Uwharrie Bank, and Michael Cortes, TD Bank, Jed Orman, Fidelity Bank, and Kristen Brabble, First Carolina Bank. This is your chance to make new connections and learn more about our great Young Bankers division.
This Happy Hour will take place after the School of Banking students finish classes for the day – all students are encouraged to attend!
This is a recorded program. The webinar will be sent to registrants on the morning of August 9.
This webinar is being presented by Ascensus, and is designed as an informational session to educate those already offering HSAs, as well as to answer questions as to why a bank might get into the HSA business. Some financial organizations may be reluctant to implement or develop an HSA program given the uncertainties that still surround these accounts and their place in the tax-qualified savings landscape. This course offers insight into the HSA market – including its growth, the prospects of future growth, and the reasons behind it all. This is the perfect opportunity to tap into the HSA market’s potential for your organization.
Robert Shipp – Consultant, AscensusRobert Shipp is a consultant with the Ascensus ERISA Compliance Department. As a consultant, he assists clients with technical compliance questions through Ascensus’ 800 Consulting Service. His expertise includes 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 plans, and SIMPLE IRA plans.
Robert is a graduate of the University of Minnesota – Duluth, with a Bachelor of Arts in philosophy. He has earned the designation of Qualified 401(k) Administrator from the American Society of Pension Professionals and Actuaries, Certified IRA Professional from the National Association of Federal Credit Unions, and both the Certified IRA Specialist and the Certified Health Savings Professional from Ascensus.
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.
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.
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