May 1, 2024
In association with Performance Solutions, Inc., Drexler Consulting, LLC is excited to again present one of our legacy programs, Retail Management Series (formerly known as the Branch Management Series), updated for 2024.
Retail Management Series is a four-part, interactive, learning series designed to provide a complete overview of management and leadership principles for Retail Managers serving in all roles of the retail banking line of business for the bank.
Benefits of the Series:
8:30 a.m. Registration and Continental Breakfast
9:00 a.m. Program Begins
12:00 p.m. Lunch
1:00 p.m. Program Resumes
4:00 p.m. Program Adjourns
Times are shown in EST.
Workshop 1: Essentials of Leading a High Performing Team - January 17, 2024
The session lays out foundational management and leadership principles.
Workshop 2: Building, Engaging, and Developing the Team - March 5, 2024
This session focuses on hiring, motivating and developing the retail banking team. Managers learn proven ways to engage team members and challenge them to exceptional performance.
Workshop 3: Serving with Excellence and Growing the Bank - May 1, 2024
The session focuses on the Retail Leader’s role in building client loyalty and growing the bank.
Workshop 4: Raising the Bar for Sustainable Growth - July 9, 2024
This session provides strategies for increasing the Retail Leader’s operational and leadership effectiveness.
For full agendas of each session please see the PDF Brochure.
Facilitator
Performance Solutions, Inc. (PSI) is a training and consulting company that has been a part of the banking community for over 35 years. PSI specializes in providing solutions to the key challenges facing banks today in attracting and building profitable relationships with customers. During the recent pandemic, PSI adapted and pioneered a virtual, "live" platform to meet the ever-changing needs in our banking communities. PSI’s in-person, virtual, and hybrid training and speaking engagements are described as energized, fast-paced, interactive, and results-focused.
Christie Drexler is Senior Consultant and Facilitator for PSI. She 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 has a B.S. in Finance from Berry College and an MBA from Georgia College and State University. She is a passionate facilitator and coach with a focus on developing competent, caring, and impactful leaders in all roles of banking.
Who Should Attend: All Retail Banking Managers at all levels of experience, as well as any Banker who is being prepared for a future retail management role. Candidates for this training include Branch Managers, Customer Service Managers, Sales and Service Managers, Retail/Branch Operations Managers, Assistant Branch Managers, Head Tellers/Universal Bankers, Human Resource Managers, as well as Senior Retail Managers who are seeking new frameworks and tools for developing their teams.
To receive certification, attendees are required to:
IBA Members
$1050- Full Program
$275 - Each Individual Session
Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates. 100% Surcharge for all Non-Members.
The 2024 Retail Management Series dates are:
January 17, 2024 May 1, 2024
March 5, 2024 July 9, 2024
The 2024 Retail Management Series is four-workshop sessions that may also be completed as stand-alone sessions.
The location for this series will be the Center for Professional Development located at 8425 Woodfield Crossing Blvd Suite 155E, Indianapolis, IN 46240.
Laurie Rees, Vice President, Education & Training
LRees@indiana.bank
Elizabeth DeHaven, Education Manager
EDeHaven@indiana.bank
AyZha Hazelwood, Education Coordinator
ahazelwood@indiana.bank
The IBA will send confirmations as requested for its programs. Please check the appropriate box & include a fax number on the registration form. If you have questions, contact AyZha at the IBA Office, 317-387-9380 or via email at ahazelwood@indiana.bank.
Within three or more business days before 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 any time.