Apr 13, 2021
The Branch Management Series will focus on the critical success elements of managing and leading a
8:30 a.m. Registration & Continental Breakfast
9:00 a.m. Program Begins
12:00 p.m. Lunch (included)
1:00 p.m. Program Resumes
4:00 p.m. Program Adjourns
Workshop 1: New Year - New Start: Key Components for a Successful Year - January 14, 2020
Workshop 1 focuses on exploring the key components of a successful retail bank branch. Participants will leave with valuable tools and a “game plan” for 2020.
The topics include:
The Branch Management Series is presented by Performance Solutions, Inc., a training & consulting company that specializes in providing solutions to the key challenges facing community banks today in attracting, selling & servicing their customers. The Branch Management Series was originally introduced in 1983 and is continually revised and updated to meet the challenges and changes the banking industry experiences.
Dianne Barton is the Founder & President of Performance Solutions, Inc., a training and consulting company that specializes in providing solutions to the key challenges facing community banks today in attracting, selling & servicing their customers. As a former banker, her service, which includes a broad scope including strategic planning,
Dianne’s training programs are designed to “close the gap” between the bank’s needs and employees’ skills. A philosophy of experiential learning and participant involvement in training led to the development of her “TELL-SHOW-DO” training method that is skill based rather than theory based. The training limits lecture discussions to a maximum of 7-9 minutes, relying on an active “
Branch Management Certification Overview
Indiana Bankers Association is proud to offer the Branch Management Certification program. The workshops do not have to be taken in sequence in order to receive a certification. The four workshop sessions may also be completed as stand-alone sessions.
Key Elements of the Series
What is the Process for Certification?
This is a comprehensive training program that focuses on three key components:
1. Completion of all four workshops in the Branch Management Series.
2. Successful completion of assignments after each of the four workshops.
3. Annually attending one live full day IBA workshop to re-certify each year.
IBA Members Non-Members
$850 - Full Program $1700 - Full Program
$225 - Each Individual Session $450 - Each Individual Session
Fees include the program, materials, continental breakfast, lunch & refreshments.
Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates.
The 2020-2021 Branch Management Series will be held at the IBA Center for Professional Development, 8425 Woodfield Crossing Blvd, Suite 155E, Indianapolis, IN 46240. Registration & Continental breakfast will begin at 8:30 a.m., with classes running from 9:00 a.m. - 4:00 p.m. The 2020 Branch Management Series dates are:
April 14, 2020 - August 18, 2020 - November 17, 2020- January 21, 2021
We're Going Virtual for the April 14, 2020 Session - Leading, Developing and Engaging the Team
The Branch Management Series is four-workshop sessions that may also be completed as stand-alone sessions.
Laurie Rees, Vice President, Education & Training
Elizabeth DeHaven, Education Coordinator
The IBA will send confirmations as requested for its programs. Please check the appropriate box & include a fax number on the registration form. If you have questions, contact Elizabeth DeHaven via e-mail at firstname.lastname@example.org or by phone 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 1 day prior or absences on the day of the program. Substitutions are welcome at anytime.