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.
    Contact Us

  • 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

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

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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, August 18, 2026

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

​SAFEchild

2841 Kidd Road
Raleigh, NC 27610


​​From Oversight to Impact:
Board Governance Essentials

With Guest Speaker
​Dave Monaco
​Partner at moss+ross

How do nonprofit board chairs and executive directors view the challenges associated with effective board governance? Come learn from the results of a 2026 moss+ross survey of 150 nonprofit executive and board leaders about effective governance - and how those results inform the design of BoardReady, a best-in-class cohort-based training initiative moss+ross will pilot in the fall of 2026.

Register Now
​

Your Raleigh Host

 CHARLOTTE, NORTH CAROLINA


Tuesday, August 18, 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

​​Facilitating Productive Meetings: Transform Your Meetings into Productivity Powerhouses

With Guest Speaker
Jo Hunt
​Founder of Ready, Set, Speak

Meetings are costing businesses billions in wasted time and money. Presentations are getting longer, and executives now spend over 75% of their week in meetings. Join us for a special workshop exploring the key components of effective meetings and how to create meaningful impact as both a facilitator and an active participant.

Register Now

Your Charlotte Host