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Tuesday, February 5, 2019
5:00 PM – 7:00 PM at Harrisburg Area
Freshman and Leadership Legislative Reception >
Join us for a reception welcoming the new members of the PA House and Senate and members of Legislative Leadership and their staff. This is a great opportunity for Contact Bankers and advocates of the banking industry to meet the new members of the legislature in an informal setting. Members of the new leadership team in the House and the Senate are invited, too. We encourage industry conversation and camaraderie. Note: This event is for member bankers only. Parking and rooms are available on site.
Monday, April 29, 2019
– 4:00 PM
School of Treasury Management >
This two-day focused sales program will provide a refresher on products and services with an emphasis on electronic, card-based and trending products. We will review current industry pricing trends, packaging products, and tactics to differentiate commodity products. Participants will discuss the development of a sales strategy that includes segmentation by client sales size and industry type as a means to grow Treasury Management relationships and business deposits for their respective organizations. We will expand the participants' sales tool kit to grow existing relationships and generate new ones. Attendees will be expected to participate in a variety of inter-active exercises in small groups. The sessions are geared towards all bank business development and Treasury Management sales staff including, branch managers, commercial lenders, business development officers, and others who are responsible for new business client growth and relationship expansion. Senior Managers and Sales Managers who are responsible for business markets may also benefit from this program.
9:30 AM – 7:00 PM at Harrisburg Area
PA Bankers Day at the State Capitol >
Do you know what your bank does to help the community it serves? If so, you are a great advocate for your institution and we need your voice during Bankers Day at the State Capitol. Join us on April 30 for our flagship advocacy event, focusing on telling your industry's story to the elected officials that serve Pennsylvania. You have the anecdotes to explain your bank's impact on the community. On April 30, plan on sharing these with legislators to show how important banking is to a thriving economy.
Monday, June 3, 2019
– 11:45 AM
Essentials of Trust Administration - Co-sponsored by New York Bankers Association >
Essentials of Trust Administration provides a concentrated focus on the practical and technical aspects of trust administration for the corporate fiduciary. The course not only offers an essential foundation for those in the trust department, it also presents an excellent opportunity to cross-train employees in other areas who would benefit from a greater understanding of fiduciary concepts and procedures.
Wednesday, November 6, 2019
– 1:00 PM
Wealth Management & Trust Conference & Exhibition >
This conference is a time to connect with fellow bankers, hear updates on trends and issues, network with trust professionals, learn from seasoned presenters and industry experts and visit the exhibitor resources.