The School of Trust & Financial Services provides trust fundamentals instruction appropriate for:
Attendance at the Advanced Trust School is ideal for:
These Schools are offered concurrently in odd-numbered years only.
School of Trust & Financial Services
August 19-23, 2019
Advanced Trust School
August 20-22, 2019
Registration information will be available in early 2019.
I found the Schools of Banking classes extremely beneficial, in both a professional nature and in the information presented. They made such an impact on me that I now serve as a Schools of Banking Advisory Committee Member. I appreciate the opportunity my bank provided me to attend these classes and highly recommend them to other banking professionals.
Assistant Vice President
Security National Bank
Basic & General Banking
Advisory Committee Member
As a bank employee entering the area of trust administration nearly 15 years ago, the Schools of Banking provided a great starting point for education in this area. To this day, trust administration is where I remain in large part to my experiences with Schools of Banking. The curriculum offered, class instructors and Schools of Banking staff are second to none. In addition to classroom knowledge, school participants are offered a great opportunity to network and learn from peers providing additional value.
I would encourage any bank manager or employee searching for bank-related educational opportunities to consider the Schools of Banking. A wide variety of educational opportunities are offered at various locations and times. With the amount of change our industry faces each year, the Schools of Banking provides a convenient, affordable way to maintain an educated staff.
Todd Kramer, CTFA
Vice President - Trust & Retail Investments
2018-19 Advisory Trust Committee Chair
I attribute a lot of my success and career opportunities to the skills I learned and the networking opportunities from the Schools of Banking. As a student, I learned so much from the instructors and was able to dive into subjects I hadn’t been exposed to previously. This led me to discovering my passions within the banking industry and opened up doors for opportunities and friends for life. The Schools of Banking enhanced my career and knowledge of banking beyond my original expectations.
CFO/Director of Compliance
Faculty Member Since 2015