Raising the Bar for Sustainable Growth (Branch Management Workshop IV)

Date:

Nov 9, 2021

Location:
8425 Woodfield Crossing Blvd.
Suite 155E
Indianapolis, IN 46240

The Branch Management Series will focus on the critical success elements of managing and leading a performance focused sales and service team. Each workshop is designed either as a series or as a stand-alone, packaged full of checklists, job aids, case studies, examples, and "real world" situations. The Series provides a branch manager and the branch management team with current, proven solutions to managing a successful branch today. The Branch Management Series 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.

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

Agenda

8:30 a.m.               Registration 

9:00 a.m.               Program Begins

12:00 Noon           Lunch (included)

1:00 p.m.               Program Resumes

4:00 p.m.               Program Adjourns 

 

Topics
  • Pre– Assignment: Review of the Self-Assessment
  • Creating a Pathway for Sustainable Growth
  • Conducting Performance Reviews – The Good, the Bad, and the Ugly
  • Communicating Upwards
  • Dealing with Personalities, Conflicts, and Challenges
  • Getting the Best from Teams – Accountability Skills
  • Expanding the Leadership Challenge
  • “And the Places We Will Go’
  • Retail “Best Practices"
Speaker(s)

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.

Christie Dexler is a Consultant with Performance Solutions, Inc., (PSI). Dexler 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.

Christie’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 “hands on” approach by the participants.

 

 

Additional Information

Who Should Attend?
Retail Managers, Branch Managers, Assistant Managers, Branch Manager Candidates and anyone responsible for the direction and development of a retail branch.

Fees

Single Workshop                                                      
$225 IBA Member     

Full Series
$850 IBA Member                                           


Workshop 1: New Year - New Start: Key Components for a Successful Year - January 11, 2022

Workshop 2: Leading, Developing, and Engaging the Team - April 12, 2022

Workshop 3: Growing the Retail Branch - August 16, 2022

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:

  • An investment in developing “best practices” for your bank’s branch network.
  • An educational resource for training and career development.
  • Recognition and opportunities for branch managers by completing these sessions.
  • A foundation builder for banking schools.
  • A commitment to successful, profitable, efficient and effective branches.

Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates.

 

location

This seminar will be held on Tuesday, November 9, 2021 at the IBA Center for Professional Development, located at 8425 Woodfield Crossing Blvd., Suite 155E, Indianapolis, IN 46240.  Directions, map & a list of local hotels are available on our website, www.indiana.bank or by calling 317-387-9380. 

 

Association Contact

Laurie Rees, Vice President, Education & Training
LRees@indiana.bank

Elizabeth DeHaven, Education Coordinator
EDeHaven@indiana.bank

Cancellation Policy

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 EDeHaven@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.