Suzette (Suzie) Jones, CFP® served as an Executive Vice President at a $50B regional financial institution where her responsibilities included the overall leadership and risk management of the $11B Investment Department which included the Trust Department.

She was an active member of the organization’s Trust Committee, AML, BSA, Personal/Corporate, and Non-Bank Product Risk Committees. With over 40 years of experience in the financial industry, Suzie has focused her technical expertise on new account risk and investment management.

Suzie brings technical information to life with her engaging training style, real life examples, and in-depth knowledge. She holds the Certified Financial Planner (CFP®) professional designation.

BankWebinars.com

Your Partner for Ensuring an Engaged, Compliant Workforce Financial institution regulations are constantly changing. That means preparing your team needs continual attention, including the frontlines, compliance team, executive leadership and board of directors. Wouldn’t life be easier if you had one place to go for all your compliance and professional education needs? You’ll find what you need from OnCourse Learning.

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• 40+ Years of Experience
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Webinar Descriptions, BankWebinars.com:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for 30 days following the event. This will allow a flexible alternative when last-minute conflicts intrude on scheduled events.

Live + OnDemand:
Includes two of the options above. Live session and 365 days access to On-Demand weblink plus a link to handouts.

Live + OnDemand & CD:
Includes all three options above. Live Session, 365 days of OnDemand, and CD-ROM plus handout links.

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