Who We Are
Training Resources Consulting provides nationwide, customized retirement plan training to financial institutions. We specialize in comprehensive in-house IRA and HSA training, IRA schools, IRA audits, state-law-compliant New Account documentation, and point-of-origin sales lead generation.
With over 60 years of combined banking and financial industry experience, we provide industry-leading education and compliance to help you increase operational efficiency, maintain consistent regulatory compliance, retain employees, and build customer trust.
Matthew Dickinson
President/CEO
With almost two decades of banking experience ranging from opening new accounts and IRAs, lending, managing operational and lending teams, and serving in key executive management positions - Matt knows the benefit of frontline solid training and its role in driving operational, regulatory, and reputational risk. Effective 2024, Suzie Jones retired after five decades in the financial industry. Matt acquired Training Resources, committed to continuing the new account training programs and materials Suzie developed, recognized for their customization to state law and as one of the industry's most outstanding and comprehensive resources.
Matt is known for his expertise, approachability, sense of humor, and passion for sharing knowledge with bankers so they can serve their customers confidently while managing risk. He gives training through 19 State Bank Associations and nationally through OnCourse Learning, a web-based training platform. Matt enjoys family time with his wife and four daughters, cooking, and has completed three full Ironman triathlons, a testament to his dedication and patience, which are traits bankers can expect to experience when interacting with Matt.