Oct 15, 2020
The Branch Management Series will focus on the critical success elements of managing and leading a
This workshop, Raising the Bar for Sustainable Growth, focuses on maintaining superior performance. Managers learn new methods for communicating and raising the bar through the performance management process, team building, and leadership abilities. We explore how to keep a team motivated and focused on achieving organizational goals.
PDF Brochure
8:30 a.m. Registration & Zoom Log In
9:00 a.m. Program Begins
12:00 Noon Lunch
1:00 p.m. Program Resumes
4:00 p.m. Program Adjourns
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.
Trina McCoy is the Senior Consultant and Facilitator for Performance Solutions, Inc., a bank training and consulting company that specializes in providing "real-world" solutions to the key challenges facing banks today in developing the team and building profitable relationships. As a former banker, Trina has held positions as City President, Sales Manager, Corporate Trainer, Frontline Banker, Mortgage Originator and Loan Officer. She also assisted with the opening of over 30 branches in a de nova market. Her training is energized, fast paced, interactive and results-focused.
Who Should Attend?
Retail Managers, Branch Managers, Assistant Managers, Branch Manager Candidates and anyone responsible for the direction and development of a retail branch.
Single Workshop Full Series
$225 IBA Member $850 IBA Member
$450 Non-Members $1700 Non-Member
Workshop 1: New Year - New Start: Key Components for a Successful Year - January 15, 2019
Workshop 2: Leading, Developing, and Engaging the Team - April 23, 2019
Workshop 3: Growing the Retail Branch - August 20, 2019
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.
The benefits of this certification process include:
We're Going Virtual for the October 15, 2020 Workshop - Raising the Bar for Sustainable Growth
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 4-5 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
LRees@indiana.bank
Elizabeth DeHaven, Education Coordinator
EDeHaven@indiana.bank
The IBA will send confirmations as requested for its programs. If you have questions, contact Elizabeth DeHaven at the IBA Office, 317-387-9380 or via email at DeHaven@indiana.bank
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 or absences the day before on the day of the program. Substitutions are welcome at anytime.