Nov 8, 2021
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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 Denise Wilson.
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
Noon Lunch
1:00 p.m. Program Resumes
4:00 p.m. Program Adjourns
Safeguarding, Providing Exceptional Service & Growing the Bank - December 9, 2021
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 - December 9, 2021 (Virtual Training)
Additional Speaker:
Christie Dexler is a Consultant with 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. She has over 26 years of banking experience. Her wide-range of training and consulting experience includes customer service and retail management, leadership development, business development, and service and sales development.
Before joining Performance Solutions, she held senior positions with Persons Banking Company, State Bank and Trust, and BB&T. Christie received her M.B.A. from Georgia College and State University, Milledgeville, Georgia.
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.
Series Registration
IBA Member
$850
Individual Sessions
IBA Member
$225
Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at
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 if attending virtually. This is a completely LIVE 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 at registration. If you have questions, contact Elizabeth DeHaven via email at edehaven@indiana.bank 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.