Midwest Trust and Wealth Management Conference Ann Arbor, MI - October 14 - 16, 2026
The annual Midwest Trust and Wealth Management Conference is a must for wealth management and trust professionals throughout Michigan and our neighboring states. Featuring top-notch speakers and materials, continuing education credit (CTFA, CFP, CPE) and valuable networking opportunities, the event is a do-not-miss event. This conference is beneficial for:
Call Report Update - February 19, 2026
This one-day seminar focuses on equipping community banks with the fundamental knowledge necessary for completing an accurate and efficient Call Report. The presentation will guide call report preparers through the practical application of the complicated instructions and provide clarity to common reporting challenges. Participants will gain a deeper understanding of how the balance sheet schedules support and affect risk-weighted assets and regulatory capital calculations.
Security Officers Forum - January 15, 2026; May 7, 2026; October 1, 2026
Community Bankers for Compliance Series (Available In-Person and Virtual) February 10, 2026; May 12, 2026; August 11, 2026; November 10, 2026
Marketing Directors Forum - February 18, 2026; June 23, 2026; October 27, 2026
The Marketing Directors Officer Forum will provide a platform and opportunity to exchange ideas freely and examine pressing issues in today’s ever-evolving regulatory, cost-conscious and productivity-driven environment.
Retail Banking Management Series
January 14, 2026; May 6, 2026; August 12, 2026; October 20, 2026
Retail Management Series is a four-part, interactive, learning series designed to provide a complete overview of management and leadership principles for Retail Managers serving in all roles of the retail banking line of business for the bank.
Human Resources Director Forum - April 21, 2026; August 13, 2026; November 17, 2026