Jan 30, 2025
An Investment in Your Bank's Future!
This BSA Officer Forum will provide a platform and opportunity to exchange ideas freely and examine pressing issues in today's ever-evolving regulatory, cost-conscious and productivity-driven environment. Peer-to-peer sessions have proven very successful for other IBA membership focus groups.
REGISTRATION FOR THREE CONSECUTIVE SESSIONS IS REQUIRED FOR THIS FORUM.
Benefits of the Forum:
Session I: January 23, 2024
Session II: May 14, 2024
Session III: October 17, 2024
8:45 a.m. Registration & Continental Breakfast
9:00 a.m. Program Begins
12:00 p.m. Lunch
3:00 p.m. Program Adjourns
The Topics for each session will flow based on feedback from participants in the forum group. As necessary, subject matter experts will be brought in to cover specific issues and topics based on responses from forum members.
POSSIBLE FORUM TOPICS
Dianne Barton is President of Performance Solutions, Inc., (PSI), a training and consulting company that specializes in providing “real world” solutions to the key challenges facing banks today in attracting and building relationships with their customers. Her wide range of training and consulting experience includes BSA compliance, strategic planning facilitation, leadership development, regulatory compliance, and service and sales development.
Before starting Performance Solutions in 1983, she held senior positions with Bank South Corporation, the Internal Revenue Service, and the John H. Harland Company. Dianne is a graduate of Georgia State University and is on the faculty of several state banking schools.
The following fees include three consecutive sessions to the forum and the program materials.
IBA member - $999 per person
Participation in this IBA Forum is limited to IBA member financial institutions, and nonmembers financial institutions from an eligible membership category at applicable member or non-member rates.
IBA Center for Professional Development
8425 Woodfield Crossing Blvd., Suite 155E
Indianapolis, IN 46240
Laurie Rees, Vice President - Education & Training
Lrees@indiana.bank
317-387-9380
Due to our commitments, the price is inclusive of all three sessions. A full refund for the 3-session forum will be given for cancellations received prior to the first session. Any registrant who does not cancel before the first session will be billed the full registration fee and sent the materials. Substitutions are welcome at no additional charge. It is the registrant's responsibility to find a substitute if unable to make a session.
COVID-19 RELEASE AND HOLD HARMLESS: By registering for and attending an Indiana Bankers Association (IBA) event or meeting, you acknowledge that there is an unknown risk of potential exposure to COVID-19 from contaminated surfaces or contact with other persons and you voluntarily agree to assume and accept said risks. Such exposure could result in illness, disability or death. You agree to waive, release hold harmless, and indemnify the IBA and its affiliates, directors, officers, employees and agents from and against any and all claims of liability and/or damages from exposure to COVID-19. Registrants and attendees warrant and represent that they will comply with all governmental, IBA, and host facility laws, orders, restrictions and guidelines regarding COVID-19 when participating in an IBA event or meeting.