Safeguarding, Providing Exceptional Service & Growing the Bank - Virtual Training (Essentials of Banking Workshop #4)

Date:

Sep 14, 2023

Location:
IN

The Indiana Bankers Association (IBA) is pleased to present “Essentials of Banking”, four-part series designed to provide a complete overview of banking principles and operations. Note: 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. 

Agenda

8:30 a.m.       Registration & Log In
Noon             Lunch 
1:00 p.m.       Program Resumes
4:00 p.m.       Program Adjourns

Topics

The Ethics of Banking

Corporate Governance

  •  Safeguarding the Bank's Assets
  • Vendor Management

Security Regulations

  • Regulation P – Privacy of Consumer Information
  • Bank Protection Act of 1968
  • Gramm-Leach-Bliley (GLB) Act and more

AML/BSA and Safeguarding the Bank

  • Top Fraud Schemes
  • Technology Threats to Banking
  • Emerging Issues in Bank Secrecy Act

The Customer Experience

  • Service is in the Eye of the Customer
  • Handling Customer Complaints
  • How to Provide WOW Service

Growing the Bank

  • Ambassadors for the Bank
  • Referrals versus Helping the Customer
  • Building Profitable Relationships

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.:

Speaker(s)

Christie Drexler
Christie has over 26 years of experience in the financial industry, serving community and regional banks.  Her experience has been expansive to include successfully navigating retail, operations, treasury services, and commercial banking careers.  She has served as Chief Retail Officer, Chief Credit Officer, and Market/Division President. Christie is a passionate facilitator and coach with a focus on developing competent, caring, and impactful leaders in all roles of banking. 

Fees

IBA Members                                         Non-Members
$850 - Full Program                          $1700 - Full Program
$225 - Each Individual Session           $450 - Each Individual Session

Fees include the program, materials, continental breakfast, lunch & refreshments.

Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates. Surcharge of 100% for Non-Members.

location

This session will be held virtually using Zoom technology.

Association Contact

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

Elizabeth DeHaven, Education Manager
edehaven@indiana.bank

Beth Abney, Education Coordinator
babney@indiana.bank

Cancellation Policy

You will receive an e-mail confirmation at registration.   If you have questions, contact Beth Abney via e-mail at babney@indiana.bank or by phone 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 1 day prior or absences on the day of the program. Substitutions are welcome at anytime.