Feb
21
Fri
Webinar Series: Mastering the Art of Client Development @ Online - Link Will Be Sent in Advance
Feb 21 @ 1:00 pm

PROGRAM INFORMATION

This is a live webinar series that will run from 1:00 – 2:00 PM EST on the following days:

  • Friday, February 21
  • Friday, February 28
  • Friday, March 6
  • Friday, March 13

Each session will be available for OnDemand viewing for seven days after the initial presentation.

Could you use a deeper understanding of human nature to attract, acquire, retain and grow client relationships, while being your authentic self – without being salesy? This four-part webinar series will teach registrants how to better develop stronger client relationships.

 

What you’ll be able to do after this course:

  • Use a deeper understanding of human nature to attract, acquire, retain and grow client relationships while being your authentic self
  • Engage more potential clients into first meetings
  • Awaken the needs and motivation in your clients necessary to take the actions which are in their best interest
  • Make the emotional connection necessary to maximize every client relationship
  • Turn your presentations into conversations that show your clients that you have the best solution
  • Build the commitment necessary to eliminate the tendency for clients to resist taking action
  • Develop stronger and deeper relationships with your clients

 

Why is this course different? All of your client’s decisions are made emotionally. To effectively connect with an emotional decision, you must use approaches that are responsive to the human nature and underlying psychology involved in all decisions to buy and change. This course takes the deepest dive available into providing attendees with an understanding of buying psychology and approaches that work consistently with that psychology. These approaches are based on the workings of human nature, not the professional’s personality.

 

This series is for client facing professionals in:

  • Private Banking
  • Trust
  • Wealth Management
  • Insurance
  • Investments
  • Small Business Banking
  • Commercial Lending

 

SPEAKER INFORMATION

Bill Gager – Founder, Reach Higher

Bill has spent the last 20 years helping financial professionals to maximize their client relationships. He does this by using a counter intuitive, psychologically based, approach that taps deeply into human nature.

Feb
23
Sun
NC Young Bankers Conference 2020 @ Embassy Suites Historic District - Charleston, S.C.
Feb 23 – Feb 25 all-day
Mar
4
Wed
Active Shooter and Violence in the Workplace Seminar @ North Carolina Bankers Association
Mar 4 all-day

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PROGRAM INFORMATION

We are partnering with Blue-U Defense on this training, and will be broken into three segments:

  • Surviving an Incident of Violence/Active Shooter
    This course is typically provided as a foundation level course for banks, large corporations, insurance companies and associations of all sizes. Successfully surviving a sudden incident of violence is 90% mental and 10% physical skill. This course focuses on the 90% mental while concurrently providing skills to survive the 10% physical, as a last resort.
  • Advanced Workplace Violence – Prepare to Win! Practical and Effective Tactics and Defense
    This is an advanced course that will feature hands-on drills, scenarios, criminal mind and lecture, to show attendees how powerful the tactics that we teach are, and to show, through actually doing them, that they absolutely work! Attendees will see both the role of the “good guy” and “bad guy,” to get both perspectives. Attendees will more clearly understand the tunnel vision, OODA Loop, tactics, etc that we are teaching our students to understand and overcome.
  • Physical Site Security and Compliance with Bank Protection Act 
    During this session, instructors will discuss how to conduct your own physical site security assessments utilizing their method. Their method does not entail looking at what many other organizations are looking at such as cameras, lighting, card readers, etc. Their theory is your building is your building, your people are your people, and your layout is your layout. So, how do they take what you currently have and, without spending any more money, significantly increase the safety and security of those people inside – your most valuable assets! The instructors will cover this and more.

 

SPEAKER INFORMATION

Terry Choate – Co-Founder & Training Specialist, Blue-U Defense

Terry Choate is a Co-Founder and Training Specialist for Blue-U Defense.  He has served as Team Commander of the Monadnock Regional Special Response (SWAT) Team and for 11 years as a Lieutenant with the Jaffrey (NH) Police Department.  Prior to law enforcement, Mr. Choate spent over 20 years in management positions with Fortune 500 companies. In addition, Mr. Choate’s experience with Executive Security International provides expertise in Security Surveys, Advances, Personal and Executive Protection, CCTV Surveillance, Stalking and Dangerous Human Behavior, Anti/Counter Terrorism, and Business Security.

 

Joe Hileman – Co-Founder & Training Specialist, Blue-U Defense

Joe Hileman is a Co-Founder and Training Specialist for Blue-U Defense.  He served as the Assistant Team Commander of the Monadnock Regional Special Response (SWAT) Team and for 11 years as a Detective with the Jaffrey (NH) Police Department.  Prior to his career in Law Enforcement, he served as Security Supervisor at the corporate management level of a Fortune 500 company. Mr. Hileman holds two A.A. degrees in Criminal Justice – Law Enforcement and Criminal Justice – Corrections, Probation, and Parole.

 

 

LODGING INFORMATION

The NCBA has secured a discounted rate of $139/night for our attendees at the Greensboro – High Point Marriott. To secure this discounted rate, please call the hotel directly at 336-852-6450 and ask for the NC Bankers rate for the night of March 3. The last day to secure this discounted rate is February 11.

Make Your Reservation Here!

Please note that attendees are responsible for securing their hotel reservations.

Mar
9
Mon
Bank Directors Assembly 2020 @ Raleigh Crabtree Marriott
Mar 9 – Mar 10 all-day
Mar
12
Thu
NCYB – Triangle Region Networking Event @ Level 7
Mar 12 @ 5:00 pm – 7:00 pm

Come network with your fellow NCYB members at Level 7 Rooftop Bar.

Click HERE for more information including registration. 

Mar
23
Mon
NCBA Washington Visit with the ABA @ Washington, DC
Mar 23 – Mar 25 all-day
Mar
24
Tue
2020 CBS Benefits Day & HR Workshop @ Sheraton Imperial Hotel
Mar 24 – Mar 25 all-day

REGISTRATION INFORMATION

CBS Benefits Day – $80 (Early Bird – 3/10) / $95 (Regular – after 3/10)
HR Workshop – $160 (Early Bird – 3/10) / $210 (Regular – after 3/10)
Both Days – $225 (Early Bird – 3/10) / $275 (Regular – after 3/10)
Exhibitor – $285 (Early Bird – 3/10) / $335 (Regular – after 3/10)

Apr
2
Thu
2020 Call Report Seminar @ North State Bank Mortgage
Apr 2 all-day

PROGRAM INFORMATION

This is a must attend event for CFOs, COOs, and anyone who is responsible for the preparation of call reports. 

This event is being presented by Mauldin & Jenkins, and is designed to explain the why’s, how’s, and where’s of call report preparation, and will offer practical techniques to improve your overall reporting process. This course is perfect for both the beginner and the experienced call report preparer, as the instructors will pace the class based upon the experience level of the attendees. Participants will receive a detailed line-by-line review in the completion of significant schedules of a call report and will be encouraged to share their call reporting experiences. Appropriate items to be reported and relationships between schedules will be discussed as part of this review. Seminar topics include:

  • Proposed Changes to 2020 Call Reporting
  • Review of Commonly Misreported Items in Loan Schedule RC-C and Other Key Schedules
  • Discussion of Regulatory Capital Schedule RC-R, including Proposed Simplifications to the Capital Rule

 

SPEAKER INFORMATION

Michael Gordon, CPA

Michael is a director with Mauldin & Jenkins, LLC.  Since joining Mauldin & Jenkins, LLC in 2005, Michael has focused his career on audits for financial institutions. He has worked on financial statement audits and internal audits for both public and private companies, mortgage companies and credit unions.  Additionally, Michael’s experience includes assisting clients with FDICIA and SOX 404 testing, HUD compliance, loss-share accounting and compliance, and regulatory reporting. His experience at Mauldin & Jenkins, LLC also includes audits of clients within the governmental sector and the healthcare industry as well as audits of employee benefit plans.

 

 

Kris Trainor, CPA

Kris is a partner with Mauldin & Jenkins, LLC. Kris received his BBA in Accounting from Georgia Southern University in 1995 and works out of the Atlanta office of Mauldin & Jenkins, LLC. Since joining Mauldin & Jenkins in 1995, Kris has focused his career on audits for financial institutions. Kris has continued his professional education by attending a variety of audit and tax training classes. Kris is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. He is a Certified Public Accountant in the state of Georgia and is licensed to practice in California. Kris previously served on the AICPA’s Examination Content Subcommittee for the Audit section of the CPA exam.

 

LODGING INFORMATION

The NCBA has secured a discounted rate of $189/night for our attendees at the Raleigh Marriott Crabtree Valley. To secure this discounted rate, please use the link below. To secure a room through the hotel’s website, please use corporate code T1954.

Book your corporate rate for NC Bankers Association

 

In addition, the NCBA also has a corporate rate at the Raleigh North Hills Hilton, which is $182/night. To secure this discounted rate, please use the link below.

Book your corporate rate for the NC Bankers Association

Apr
22
Wed
2020 Intermediate Commercial Lending School @ North Carolina Bankers Association
Apr 22 – Apr 23 all-day

PROGRAM INFORMATION

The Intermediate Commercial Lending class focuses on operating companies, specifically the balance sheet and its effect on the cash flow statements. Students will learn sources and uses, the cash cycle, and help determine the line of credit needs. Also covered are borrower due diligence questions and covenants appropriate for operating companies.

Specific topics will include:

  • Advanced Cash Flow Analysis
  • Identifying the Loan Purpose
  • Proper Loan Structures
  • Asset Conversion
  • Asset Based Lines of Credit
  • Borrower Due Diligence

Any participant focused on operating companies should attend this course. The training will dive deep into balance sheet lending and will include discussions and cases centered on UCA Cash Flow analysis.

 

SPEAKER INFORMATION

Andy Nenni – Chief Credit Officer, Movement Bank

Andy Nenni has been providing training and coaching for bankers involved in consumer and commercial lending and has created custom training programs for banking associations and financial institutions. Courses include improving sales, consumer lending basics, performing real estate evaluations, and beginner through advanced C&I and CRE underwriting skills. Andy weaves over fifteen years of banking experiences and stories into each class and uses real world examples to reinforce concepts and entertain attendees. He has served as a Personal Banker, Credit Analyst, Commercial Lender, and Chief Credit Officer in community and national banks. Andy earned a Bachelor of Science in Accounting at Kansas State University and a Masters of Business Administration at East Carolina University.

 

LODGING INFORMATION

The NCBA has secured a discounted rate of $189/night for our attendees at the Raleigh Marriott Crabtree Valley. To secure this discounted rate, please use the link below. To secure a room through the hotel’s website, please use corporate code T1954.

Book your corporate rate for NC Bankers Association

 

In addition, the NCBA also has a corporate rate at the Raleigh North Hills Hilton, which is $182/night. To secure this discounted rate, please use the link below.

Book your corporate rate for the NC Bankers Association

Apr
28
Tue
NCBA Washington Visit with the ICBA
Apr 28 – May 1 all-day