Financial Literacy for Our Communities

Financial literacy courses can help you build skills in budgeting, financial management, organization, and planning for both your personal and business banking needs. We offer both in-person and virtual courses in the communities we serve. If you have a specific need for your business or organization, please contact us and we will reach out to you to schedule a customized course.

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  • Customized Financial Literacy Programs

    Business Financial Literacy

    Enjoy a personalized course specifically designed for your line of business or industry.
    Contact Us
  • College Financial Literacy

    College Financial Literacy

    We work directly with local colleges to offer students the opportunity to learn the basics of financial literacy.
    Contact Us
  • Nonprofit Financial Literacy

    Nonprofit Financial Literacy

    Learn insights unique to the financial landscape of the nonprofit world.
    Contact Us


Upcoming Financial Educational Events

We understand the importance of training on a regional level with professionals who understand the specifics and the demands of the areas you work in and serve. We are proud to offer localized training courses with bankers who live and work in your neighborhood.

 RALEIGH, NORTH CAROLINA


Tuesday, May 13, 2025

 11:30 AM - 12:00 PM Networking & Lunch
12:00 PM - 1:00 PM Speaker and Q&A

TowneBank Glenwood


Valuable Insights for Board Governance

With Guest SpeakersElizabeth Hamilton and Jordan Miller
CliftonLarsonAllen Wealth Advisors

This session will provide valuable insights into the purpose of a board, governance practices for nonprofit organizations, and the roles of management versus governance. Our presenters will guide you through common governance mistakes, fiduciary duties, and top tips for effective board management. 

Register Now

 CHARLOTTE, NORTH CAROLINA


Tuesday, May 20, 2025

 11:30 AM - 12:00 PM Networking & Lunch
12:00 PM - 1:00 PM Speaker and Q&A

TowneBank Myers Park


What Keeps You Up at Night?
Battling the Insomnia of the Nonprofit.

With Guest Speaker
Rachel Clupper
Assurance Senior Manager
BRC- Bernard Robinson & Company

Join us to learn about the unique challenges faced by nonprofit organizations. Rachel Clupper will offer valuable insights and strategies on board education, federal funding and uniform guidance changes, reading financials, and programmatic challenges related to DEIB.

Register Now

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