Thursday, October 19, 2023 at 8:00 AM CDT
Friday, October 20, 2023 at 1:00 PM CDT

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Omni La Mansion del Rio 
112 College Street San Antonio, Texas 78205  

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Room Rate: $249 Single/Double

Make sure to identify yourself as members of Subchapter S Bank Association, in order to receive the room rates that have been established for the Group. 


Hotel Deadline: Wednesday, September 20, 2023

IN-PERSON ATTENDANCE & NETWORKING: Join us for the only conference specifically created to educate and help financial institutions maximize the benefits of their S Corporation election. Leave with an increased understanding of the full range of pertinent issues and the ability to be change agents in our industry. There will also be plenty of time to network, meet leading industry professionals, and discuss the S Corp banking landscape with your peers. Lastly, enjoy some good ole' Mexican food and Texas bbq or stroll along the San Antonio River Walk and enjoy al fresco dining, shopping, lush landscapes, quaint pathways, cascading waterfalls, outdoor art and relaxing patios.

WHO SHOULD ATTEND: We encourage Presidents, CEO, CFOs, managing officers, compliance officers, and board members of financial institutions to attend. We also encourage anyone practicing in S Corp financial matters and anyone responsible for legal matters and regulations affecting S corp banks.


Amy Willcox
Subchapter S Bank Association
210-228-9500 or awillcox@subsbanks.org

 Sponsored By:


Raymond James revised  



Tax Deduction: The IRS now requires a notice on all registration forms, which informs the attendee of the amount of the registration fee representing food and beverage that is deductible as an ordinary business expense. We estimate the food cost portion of your basic registration fee is $250. Under current tax law 50% of this amount is deductible as an ordinary business expense. Please contact your accountant or tax advisor for further details.

Cancellation Policy: Registration cancellations received on or before September 26th will be refunded in full. Any cancellations received after September 26th will not be refunded. Substitutions are allowed and encouraged.

Accreditation: Subchapter S Bank Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CEP Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org

Learning Objectives: For the past 24 years the Subchapter S Bank Association Conference has provided bank and tax professionals from financial institutions and accounting firms in-depth analysis and practical solutions to the most pressing issues facing S Corp banks. With cutting-edge sessions, speakers and networking opportunities the Subchapter S Bank Association Conference is the must attend event for all S Corp banks or those considering an S Election.

Now in its 24th year, the Subchapter S Bank Association will continue to provide attendees with unmatched tools and resources to ensure that you continue to remain current on the ever-changing issues facing the industry. Essential updates will be provided on key industry topics as ESOPs, Executive Compensation, Bank Holding Companies, Mergers & Acquisitions, Estate Planning, Fintech, S Corp Accounting & Tax, Community Banking Management and much more.

  • Prerequisites: S Corp bank knowledge
  • Advanced Preparation: None
  • Program Level: Beginner to Intermediate
  • Delivery Method: Group-Live
  • CPE Credits:TBD
  • CPE Credits Given in the Field of Study: TBD

Attendees will receive credit hours for their attendance at the Subchapter S Bank Association Conference. A packet containing a certificate request form and a worksheet calculating total credits earned will be provided at registration. CPE certificates will be emailed to you within two weeks following receipt of the completed survey form by the Subchapter S Bank Association.

Dress: Business Casual

Conference Fee: Conference fee includes all conference sessions, access to conference materials, breakfasts, refreshment breaks, luncheons and receptions.

CLE: The Subchapter S Bank Association will apply for Minimum Continuing Legal Education (MCLE) credit with the State Bar of Texas Committee on MCLE for legal/professional responsibility credit.

Dietary Restrictions: Please let us know if you have any special dietary requests or restrictions so we can accommodate your needs.

Special Needs: Persons with disabilities who plan to attend the meetings and who may need special arrangements are asked to contact awillcox@subsbanks.org at least 21 days in advance of the meetings so appropriate arranagments can be made.

Conference Materials: Attendees will receive access to a website loaded with any written material and/or PowerPoint presentations received from the speakers prior to the conference.  All of these materials are included in the conference fee.

Consent to Use of Photographic Images: Registration and attendance at the conference and other activities constitutes an agreement by the registrant to Subchapter S Bank Association's use and distribution (both now and in the future) of the registrant's or attendee's image in photographs.


Subchapter S Bank Association

26th Annual Conference 

The Conference was designed 26 years a go to provide S Corp bankers and their directors an indepth guide to all issues S Corp banks face. Join us as we surround you with practical insight, new ideas and opportunities that will help create a pathway for success.