Tennessee Bankers

The Southeastern School of Banking I & II

July 18-23: Belmont University, Nashville or Online

Early Registration Deadlines

  • Year 1 in-person with housing
    June 21, 2021
  • Year 1 virtual without housing
    June 21, 2021
  • Year 2 in-person with housing
    June 21, 2021
  • Year 2 virtual without housing
    June 21, 2021

Hotel Deadline: July 6, 2021

A minimum number of virtual attendees are required for TBA to host a virtual option for this program.

 

The Southeastern School of Banking offers a 70-hour general banking curriculum. This year's school has in-person and virtual registration options. Serving Tennessee financial institutions since 1939, the two-year school incorporates lectures and home study assignments. Some of the topics covered in the first year are bank financial analysis, macroeconomics, asset/liability management, investments, lending, business planning, managing liquidity/capital planning, sales management, and HR management. Students will also use the nationally recognized Stanford Bank Simulation Game to learn about financial institution management. The second-year general banking classes include managing up skills, a fraud overview, ethics in banking, trust services, credit and credit scoring, technology in banking, the changing bank environment, bank security, management, and completion of the Stanford Bank Simulation Game. This school is a must for career bankers.

 

Curriculum

Developed in cooperation with the American Bankers Association, industry experts from throughout the country, and TSSB’s board of trustees, the curriculum incorporates 70 hours of classroom instruction over a two-year period.

FIRST-YEAR SESSION 

  • Bank Financial Analysis focuses on the elements of a bank’s balance sheet, income statement, and statement of cash flow, and discusses the trade-off between bank profitability and risk.
  • Asset/Liability Management provides a basic understanding of a bank’s techniques to measure and manage interest rate risk. Discussion focuses on the responsibilities of a bank’s asset and liability management committee, the sources of interest rate risk, and tools to measure the sensitivity of earnings and market value of equity to changes in interest rates.
  • Investments covers the types of securities that banks own, their features, and their basic functions in the investment portfolio.
  • Managing Liquidity and Capital Planning identifies the type of transactions that produce liquidity problems. It includes a discussion of the importance of capital and how banks meet liquidity needs.
  • Macroeconomics and the Banking System reviews basic economic principles including the role of banks in facilitating Federal Reserve policy.
  • Sales in Financial Services introduces bankers to the most common sales management systems, processes, and routines.
  • Lending introduces the different types of bank loans and their characteristics, and emphasizes the factors that go into the formulation of a bank’s loan policy.
  • Strategic Bank Marketing focuses on competitive strategies that banks can use to attain strategic, sustainable advantage and achieve superior, long-term profitability in spite of industry or environmental changes and customer/market shifts (including generational shifts).
  • Human Resources Management focuses on understanding behavior and its relationship to productivity while reviewing management principles.
  • Stanford Bank Management Simulation is a model bank simulation that exposes students to the experiences encountered in running a commercial bank.


SECOND-YEAR SESSION 

  • Bank Performance Analysis identifies the various drivers of bank performance which includes measurement of the drivers and discussions as to how the drivers can be used in concert with each other to achieve the desired goals of profitability.
  • Management focuses on understanding behavior and its relationship to productivity while reviewing management principles.
  • Asset/Liability Management II reviews the  bank’s techniques to measure and manage interest rate risk to compliment decisions being made in conjunction with the bank simulation project.
  • Ethics in Banking discusses ethical norms in the financial services industry,  focusing on legal and ethics standards and conflicts of interest.
  • Credit Risk Management introduces students to credit risk management in the lending function. Comprehensive credit risk management requires that banks identify and measure risks in the portfolio, develop appropriate policies, procedures, systems and controls to manage and monitor risk and assure that they are working.
  • Technology, Fraud and Security explores the rapidly changing world of banking technology focusing on planning, system selection strategies, network and internet security and banking technology trends.
  • The Changing Banking Environment/CEO Panel examines the recent trends in banking including competition, capital requirements, and consolidation. It also addresses the role of regulatory agencies and legislation in the current banking environment.
  • Commercial Real Estate Financing focuses on the state of CRE (Commercial Real Estate) industry, the techniques used to analyze, finance, and structure real estate transactions, and the current regulatory environment. 
  • Leadership Styles focuses on working with supervisors to obtain the best results for the employee, supervisor and the bank. The DISC profile is used to help leaders identify their management strengths and how to best manage the team.
  • Stanford Bank Management Simulation stresses the interrelationship of banking functions in a commercial bank using a bank simulation model.
  • Tennessee Banking Update reviews the state of the banking environment today and emphasizes successes and concerns.

 

Admission/Prerequisites 

Potential candidates are career financial industry employees in higher-ranking staff or junior- to mid-management positions. Applicants to The Southeastern School of Banking need a working knowledge and understanding of basic banking terms, concepts, and processes. Applicants should have a college degree and two years’ banking experience or a high school diplo- ma and five years’ banking experience. In addition, TSSB requires the completion of either ABA or college courses in Principles of Banking, Money and Banking, and Accounting. Applicants may substitute documented work experience or demonstrated knowledge for portions of the prerequisite course work. If such minimum requirements have not been met or a basic knowledge of banking is not indicated, a letter from either your nominating officer or CEO must accompany your application explaining why these requirements should be waived. Please note on the application if you have attended TBA’s one-day workshop, Introduction to Banking.

Participation in TBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or non- member rates.

This institution does not discriminate with regard to race, religion, gender, or age.

Delivery Method: Group-Live
Advance Preparation: Students must complete a pre- test and other assignments prior to the beginning of the school.
Program-Level: This is an intermediate-level program.
Special Needs: If you have a special need that may affect your participation in this program, or special dietary requests, please send TBA a statement regarding any special needs at least 10 days before the program. We will contact you to discuss accommodations.

 

Graduation Requirements

To graduate from TSSB, students must have a composite score of 70 or above based on the scoring system to the right. In addition, attendance at all TSSB classes is mandatory.

TSSB I Final Exam: 25%
TSSB II Final Exam: 25%
Pre-School Stanford Bank Game Exam: 10%
Passing Grade on Two Home Study Problems: 20%
Completion of Two Bank Projects: 10%
Faculty and Board Evaluation: 10%

 

Hotel Information

Students will reside at the Hyatt Place Nashville Downtown (301 3rd Ave S, Nashville, TN 37201), close to local restaurants and attractions. If attending in-person, tuition includes the cost of housing in double rooms. If a student wants a single room, an additional fee of $800 applies and depends upon availability. Students will stay in double rooms, and roommates are assigned by school administrators unless a preference is noted on the application. If attending virtually, housing is not required.

 

NEW: CapStar Bank TSSB Diversity Scholarship

 

 

 

The CapStar Bank TSSB Diversity Scholarship was developed to support individuals who are traditionally underrepresented in the financial services industry. 
 
Each year (beginning in 2021), the scholarship will award three junior or senior level undergraduate students, who are Tennessee residents and attend an accredited college or university, with full tuition and housing to The Southeastern School of Banking (TSSB). In addition to paid tuition and housing, the award offers an exclusive professional development advantage as admittance TSSB is typically reserved for banking professionals and not available to college students. Scholarship recipients will be honored in an awards ceremony with state-wide recognition from both CapStar and the Tennessee Bankers Association. Each scholarship recipient will be prioritized for potential CapStar employment opportunities upon graduation from college.
 
Scholarship applicants must have an intent on pursuing a career in banking and have at least one birth parent who is a member of one of the following minority groups: Black/African American, Hispanic, Native American, Alaskan Native, Native Hawaiian/Other Pacific Islander.
 
Click here for an overview of the scholarship.

Click here for the scholarship application.

 

Continuing Education Credit

Graduates qualify for 70 hours of Continuing Professional Education (CPE) credit in the area of Specialized Knowledge. For more information regarding administrative policies or complaints, please contact our offices at 615-244-4871.

This program has not been pre-approved for continuing education (CE) credit by ABA Professional Certifications. Attendees who require CE credits should go to https://www.aba.com/Training/Certifications/Pages/CEProviders.aspx for further instructions.

For additional continuing education credit information, call the TBA education department at 800-964-5525 or 615-244-4871.

Program Fees

Year 1 in-person with housing

TBA Members / Associate MembersNonmembers
Early Registration $1900$2100
Early registration deadline is June 21, 2021
Registration $2100$2300

Year 1 virtual without housing

TBA Members / Associate MembersNonmembers
Early Registration $1600$1800
Early registration deadline is June 21, 2021
Registration $1800$2000

Year 2 in-person with housing

TBA Members / Associate MembersNonmembers
Early Registration $1900$2100
Early registration deadline is June 21, 2021
Registration $2100$2300

Year 2 virtual without housing

TBA Members / Associate MembersNonmembers
Early Registration $1600$1800
Early registration deadline is June 21, 2021
Registration $1800$2000

TBA Contact

Monique White - mwhite@TNBankers.org
Director of Education
Tennessee Bankers Association
211 Athens Way, Ste 100 • Nashville, TN 37228-1381
800/964-5525 or 615/244-4871 or www.TNBankers.org

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Special Needs: If you have a special need that may affect your participation in this program, or special dietary requests, please send TBA a statement detailing your needs at least 10 days before the program. We will contact you to discuss accommodations.

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