Bank Executives' Educational Forums

Join Us for an Educational Forum for Bank Executives!

Forum Information

$199, materials and lunch
Registration and Continental Breakfast begins at 7:30 a.m.,
meeting begins at 8:00 a.m. and concludes after lunch

Full Agenda

Houston Forum
August 11, 2015
Federal Reserve Bank, Houston Branch, Houston, TX

Dallas Forum
August 13, 2015
Crowne Plaza Dallas – Market Center, Dallas, TX

Register Today Online!

Or download the form and mail it in.

Sponsored By

Sam Houston State University logoInsperity

Wolters-Kluwer logo 

Proceeds benefit Banking students through scholarship awards.

The Smith-Hutson Endowed Chair of Banking at Sam Houston State University (SHSU) is pleased to partner with Insperity and Wolters Kluwer Financial Services to offer a Bank Executives’ Educational Forum in Houston and Dallas.         

The Educational Forums will focus on “Driving Your Bank Foward.” We believe this program is of extreme value to bank executives as they seek ways to drive profitability and continue to navigate through the complex array of regulatory issues currently impacting the banking industry. Proceeds will fund scholarships for SHSU banking students.

Topics include:

  • Millennials & Banking - The Future of Banking
  • What Does "Moneyball" Have to do with Surviving the Next Downturn?
  • Building Your Community Brand & Becoming a  Trusted Advisor Within Your Community

Full Agenda

We are also pleased to announce that Bridget Meyer, CTP, with The Montauk Group will serve as  our Keynote Speaker during the lunch session. Bridget will speak on "Are You Married to Your Bank?" Bridget Meyer is an internationally recognized treasury expert who specializes in bank relationship management and bank billing. As Director of North American Treasury Advisory for Montauk, a bfinance company headquartered in Paris, France, Bridget helps optimize bank relationships for large corporations across the globe. Bridget is the author of the AFP Global Service Codes and recently led the taskforce to update the US domestic AFP Service Codes used by banks for commercial billing. She leads the AFP Accredited Service Code Provider program for the AFP which recognizes banks who are committed to greater transparency and integrity within their billing systems.

The nominal cost of the meeting is $199 which includes all materials and lunch. Proceeds from this event will fund banking scholarships. Registration and Continental Breakfast begins at 7:30 a.m., meeting begins at 8:00 a.m. and concludes after lunch at 1:00 p.m.

Contact Pam Thaler at (936) 294-3764 for additional assistance.


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