Jun 17, 2021
WE ARE GOING VIRTUAL!
The Indiana Bankers Association (IBA) is pleased to present “Banking Essentials”, four, one-day seminars. A must for the newer community bank employee, this series is designed to provide complete knowledge of banking principles and operations. It is also geared toward veteran employees as a refresher course.
This popular program also boasts a staff of instructors who are not only popular IBA speakers but also some of the best presenters in the banking field including Dianne Barton and Trina McCoy.
While it is recommended that the individual attend all four sessions of the series to receive an entire overview of banking, each session’s material stands alone; one session is not a prerequisite for another. From year to year, IBA plans to offer the same series beginning with any session. However, if you want your staff to learn about the material presented in a particular session, the program provides a thorough education and may be attended as a stand-alone class.
Series registrants cannot carry over funds to the next year’s four-seminar sequence. If you cannot attend one of the sessions, another individual from the bank may be sent as a replacement or that session's manual will be sent and funds will be forfeited.
Agenda for Each Session
9:00 a.m. Program Begins
1:00 p.m. Program Resumes
4:00 p.m. Program Adjourns
Safeguarding, Providing Exceptional Service & Growing the Bank - October 16, 2020
The Ethics of Banking Security Regulations
? Regulation P – Privacy of Consumer Information
? Bank Protection Act of 1968
? Gramm-Leach-Bliley (GLB) Act and more
AML/BSA and Safeguarding the Bank
? Top Fraud Schemes
? Technology Threats to Banking
? Emerging Issues in Bank Secrecy Act
? Security of Data
Key Performance Metric for Banks Safeguarding the Bank’s Assets
? Corporate Governance and Ethics
? Vendor Management
The Customer Experience
? What is the 1% Difference
? Service is in the Eye of the Customer
? Handling Customer Complaints
? How to Provide WOW Service
Growing the Bank
? Ambassadors for the Bank
? Referrals versus Helping the Customer
? Building Profitable Relationship
Action Planning and Takeaways
Dianne Barton is President of Performance Solutions, Inc. (PSI), a training and consulting company that specializes in providing solutions to the key challenges facing banks today in attracting and building profitable relationships with their customers. She has been guiding the company’s training and consulting services for over thirty-five years. Her training and consulting expertise in leadership development, regulatory compliance, retail growth strategies, strategic planning, and sales and service culture implementations is recognized as providing “real-world solutions” by banks of all sizes.
PSI’s training programs are designed to “close the gap” between the banks’ needs and employees' skills. A philosophy of experiential learning and participant involvement in training led to the development of the company’s “TELL-SHOW-DO” training method that is skill-based rather than theory. The training limits lecture discussions to a maximum of 7-9 minutes. PSI’s training programs are described as energized, fast-paced, interactive, and results-focused. Before starting Performance Solutions in 1983, Dianne held senior positions with Bank South Corporation, the Internal Revenue Service, and the John H. Harland Company, where she introduced the highly acclaimed Officer Call Program. Dianne is a graduate of Georgia State University and is on the faculty of several state banking schools.
Safeguarding, Providing Exceptional Service & Growing the Bank - October 15, 2020
Banking 101 - April 21, 2021
Business Operations & Management - June 17, 2021
Lending, Bank Investments & Bank Performance - August 2021 TBD
Trina McCoy is the Senior Consultant and Facilitator, for Performance Solutions, Inc. (PSI), is a training and consulting company that has been a part of the banking community for over 35+ years. PSI specializes in providing solutions to the key challenges facing banks today in attracting and building relationships with their customers. Trina McCoy started her career with a regional bank in 1999 as an in-store branch manager and later managed a traditional branch. Trina also served as a Regional Manager and City President where she assisted with the opening of over 30 branches and was responsible for managing, training and operational duties. She has also served on the Board of Directors for Junior Achievement. Trina enjoys spending time with her family, shopping, gardening and decorating.
The “Essentials of Banking” is priced for maximum flexibility. The bank receives a significant discount by registering for the entire series. The bank may send the same person or a different individual for each session. Furthermore, the bank’s registrant may attend any of the sessions as a single seminar.
Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at
While we may not be able to get together "in person" for this event as originally planned given the circumstances, we know that education/training to stay current and be the best banker you can be is important. That's why we're committed to providing this session and we're taking it online via webinar technology. Same instructor with the same content, but you'll have the ability to join from wherever you're located from the convenience (and safety) of your computer. We look forward to seeing you online!
You will receive your manual 2-3 days in advance should you want to print this to have during training. At this time, you will also receive log in instructions. This is a completely LIVE virtual training where you will be able to ask questions directly to the speaker
Laurie Rees, Vice President - Education & Training
Marcy Borden - Education Coordinator
The IBA will send confirmations at registration. If you have questions, contact Marcy Borden via email at email@example.com or at 317-387-9380.
Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. Within two days prior, 50% of the fee is assessed. Refunds are not provided for cancellations the day before or absences on the day of the program. Substitutions are welcome at anytime.