Agenda

Topics

Topics

• Compliance
• Customer Service
• Deposit
• Lending
• Risk Management/Legal
• Trusts

Roles

• Bank Legal Counsel
• Branch Manager
• Commercial Lender
• Consumer Lender/Retail Banker
• Customer Service Representative
• Deposit Operations Manager/Specialist
• Loan Operations Manager/Specialist
• Mortgage Lender
• New Accounts Representative
• Senior Management
• Small Business Lender
• Teller
• Training Manager
• Trainer
• Trust Officer

Who Should Attend
This session is ideal for financial institution employees involved with opening new accounts, deposit or loan documentation staff, and operations personnel.

Speaker(s)

Terri D. Thomas, JD is the Director of the Kansas Bankers Association Legal Department, which specializes in providing compliance and legal assistance to Kansas banks.

Terri has worked with financial institutions for over thirty-nine years in various capacities. Most notably, she served for fourteen years as in-house legal counsel and trust officer for Bank of America and its Kansas predecessors. She has also served as a trust department manager and branch manager.

Receiving her Bachelor of Arts degree from Kansas State University in 1985, Terri continued her education at Washburn University School of Law and obtained her Juris Doctor in 1988. She has served as an Adjunct Professor at Washburn University School of Law in Topeka, Kansas and the University of Kansas School of Law in Lawrence, Kansas, and is a frequent seminar presenter for financial associations in the Midwest.

Fees

$299.00or 1 Token

Available Upgrades: 
12 Months OnDemand Playback $120.00
12 Months OnDemand Playback + Digital Download $150.00
Additional Live Access $95.00 per person

Association Contact

Brooke McCormack, Education Meeting Coordinator
bmccormack@indiana.bank
317-387-9380