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.

 CHARLOTTE, NORTH CAROLINA


Tuesday, July 16, 2024

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

TowneBank Myers Park



The Art of Strategic Storytelling

With Guest Speaker Dianne Chase, Founder and CEO, Chase Media and Communication


Dianne Chase, an Accredited Partner in the ‘GENIUS Business Storytelling’ methodology, will discuss how to use strategic storytelling to convey your message in a more meaningful way.  

Bring your nonprofit’s stories and join us for an interactive program. 

Register Now

 RALEIGH, NORTH CAROLINA


Wednesday, July 17, 2024

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

TowneBank Glenwood



Amp Up Your Annual Report

With Guest Speakers Holly Sherburne, David Chatham, and Jackie Jordan Welker

Discover how to use annual reports to captivate donors with compelling stories and visual content that highlight your nonprofit’s impact and accomplishments.

This presentation will equip nonprofits to effectively leverage their annual reports to engage, inform, and activate donors and other stakeholders. We will discuss strategies for creating compelling narratives and visual content that highlight the organization's impact and achievements over the past year. Attendees will learn how to craft messages that resonate with donors, use data and stories to demonstrate transparency and accountability, and design reports that are visually appealing and easy to navigate. Additionally, we will cover ways to distribute the report across various platforms to reach a broader audience and encourage donor engagement and support.

Register Now

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