May 1, 2021
An Investment in Your Bank’s Future!
This Senior Retail Banking Forum will provide a platform and opportunity for Retail Banking Officers to exchange ideas freely, examine pressing issues in today’s ever-evolving regulatory, cost-conscience and productivity-driven environment. You don’t want to miss this opportunity!
Peer-to-peer sessions have proven very successful for IBA membership focus groups such as the CFO Forums, Human Resources Director Forum, Senior Lender Forums, and IT Officer & Operations Officer Forums. Based on feedback from the membership, this new Senior Retail Banking Forum will be no exception.
The IBA is pleased to provide this program where individuals who are responsible for retail banking issues in their institutions have the opportunity to discuss and explore collaborative solutions to challenges they face on a day-to-day basis.
The Senior Retail Banking Forum will meet three times annually at the Indiana Bankers Association headquarters. The agenda 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 the forum members.
8:30 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
Meet Your Facilitator
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 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.
Benefits of the Forum…
How the Forum Works…
The following fees include three consecutive sessions to the forum, program materials, continental breakfast, lunch and refreshments.
IBA member - $999 per person
Non-member - $1999 per person
Participation in IBA programs is limited to members, associate members, and nonmembers 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
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 send the materials. Substitutions are welcome at no additional charge. It is the registrants 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.