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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  • Business Financial Literacy

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

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

    Learn insights unique to the financial landscape of the nonprofit world.
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Need a financial calculator? We've Got You Covered

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.

 CHARLOTTE, NORTH CAROLINA


Tuesday, September 22, 2026

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

TowneBank Myers Park
​150 Providence Road
Charlotte, NC 28207

​​Going Agentic: Build Your First Agent

With Guest Speaker
Beca MayrBeca Mayr
VP of Talent Acquisition

Most nonprofit professionals are using AI to write things. Far fewer have built something that does the work for them. That's the gap this session closes.

We'll start with what an agent actually is and then build one together, live. Attendees will see the whole process end to end: pick a real task, set it up, watch it run and fix what breaks.

We'll use Claude Cowork as the tool. You don't need to have used it before.

Prerequisite: a basic working understanding of AI. If you've used ChatGPT or Claude to write or summarize something, you're ready. Please bring your laptop.

You'll leave with a working agent of your own, and a clear sense of what to build next.

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