Quarterly Meeting

Our next meeting is December 13, 2024 

Please join us Friday, December 13 at 11:30 am for our 4th Quarter Meeting.

Our sessions will be

"Intentional Banking: Relationship Management" with Patricia Mullin, fmr. Cambridge Truist Company and Laurel Egan Kenny, Turningpoint Communications

"Portal Technology, Risk Management and Macro Portfolio Analytic Trends" with Ed Baldry, ICD

"Global Cash Reporting and the Three-Legged Stool" with Carlos Echeverry, BMO

Plus our 2024 Recap, 2025 Plans and Membership Reception! 

Location: Corporate Center III 4221 W Boy Scout Blvd. Ste 100, Tampa, FL 33607

Thank you to our location sponsor ServisFirst and to our meeting sponsor ICD!