Florida Banking June 2024

First page Table of contents Next page Last page
Chair’s Message: Celebrating Achievements and Embracing Change: My Year as FBA Chair4
President's Perspective: The 2024-27 Strategic Plan: A Road Map for the FBA6
2024-25 FBA Chair Derek Jones8
FBA Chair-Elect Keith Costello12
BancServ Endorsed Partner: What is Knowledge as a Service (KaaS)?14
Government Relations: Be Ready for Attestations and Customer Complaints16
Florida BankPac Update18
10th Annual Women in Leadership Conference20
Trust and Wealth Management Mini Feature: ‘Off The Shelf’ Is Never ‘On The Table’ – Wells Fargo Private Bank’s Customized Solutions For Your Unique Wealth Management Needs22
Florida Bankers Educational Foundation: We Want To Be The Foundation of Florida Banking’s Future24
FBA Staff Spotlight25
Personal Transactions26
Kudos28
Upcoming Events30
Advertising Directory31
Did You Know?31

Made with FlippingBook flipbook maker