Stay competitive & compliant

To help expand your knowledge and grow your business, we offer a wide range of educational courses and industry seminars, covering a variety of disciplines including financial and retirement planning, insurance, trust services, asset management and more. Through our e-learning program, you and your staff can participate in nearly all of these classes from the comfort of your office.

Regional conferences & continuing education opportunities

Practice intelligence

Is there anything you need help with in your practice? Are there areas in which you’d like to maximize performance? Practice Intelligence is a web-based tool that provides a simple, step-by-step approach to optimizing some or all of your practice. Intuitive graphics and logical steps make it easy to define – down to the minutest detail – an area or single process in your practice. A handy assessment guide is available to help you get started.

Practice intelligence workshops

National conference for professional development

Women’s symposium