Nov 8, 2021
The Indiana Bankers Association (IBA) is pleased to present “Essentials of Banking”, four, one-day seminars offered at the IBA Center for Professional Development in Indianapolis. A must for the newer community bank employee, this series is designed to provide a complete knowledge of banking principles and operations. It is also geared toward veteran employees as a refresher course. 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.
PDF Brochure
8:45 a.m. Registration
9:00 a.m. Program Begins
12:00 Noon Lunch
1:00 p.m. Program Resumes
4:00 p.m. Program Adjourns
Banking Overview
Lending Process
Lending Guidelines
o Calculate Debt-to-Income Ratios
o Self Employed Borrowers
o Financial Statement
Banking Risks
Bank Performance Reporting
Who Should Attend
This seminar is designed for Retail Managers, Branch Managers, Assistant Branch Managers, Branch Manager Candidates and anyone responsible for the direction and development of a retail branch. You can attend the series or each session will also be a stand alone program.
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.
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.
IBA Members Non-Members
$850 - Full Program $1700 - Full Program
$225 - Each Individual Session $450 - Each Individual Session
Fees include the program and materials.
Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates.
This session will be held virtually using Zoom technology.
Laurie Rees, Vice President, Education & Training
LRees@indiana.bank
Elizabeth DeHaven, Education Coordinator
edehaven@indiana.bank
You will receive an e-mail confirmation at registration. If you have questions, contact Elizabeth DeHaven via e-mail at edehaven@indiana.bank or by phone at 317-333-7169.
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