Essentials of Banking - Virtual Training

Date:

Jan 23, 2025

Location:

In association with Performance Solutions, Inc., Drexler Consulting, LLC is excited to again present one of our legacy programs, the Essentials of Banking, new and improved for 2025.

Essentials of Banking is a Six-part, interactive, virtual learning series designed to provide a complete overview of banking principles and operations. Each session is 3 hours in length.

Benefits of the Series:

  • Establish a strong foundational knowledge of banking in the United States
  • Expand banking skills and knowledge in a focused learning environment
  • Interact and network with other bankers in a virtual environment
  • Understand the variety of banking career opportunities
  • improve cross functional contributions and performance
  • Prepare for Graduate Schools of Banking
  • Know how your bank makes money
  • Interpret your bank’s financial statements
  • Define commonly used banking terminology
  • Develop a mindset of service to all stakeholders
  • Contribute to your bank’s growth and profitability
Agenda

Agenda for Each Session

1:45 pm - Log in and Registration

2:00 pm - Program Begins

5:00 pm - Program Adjourns

All times in EST. 

PROGRAM DATES:
Session I: January 23, 2025 - Overview of Banking
Session II:  February 20, 2025 - Banking History, Regulations, and Risk Management
Session III:  March 20, 2025 - Banking Products and Services
Session IV: April 24, 2025 - How Banks Make Money and Risk Management
Session V: May 22, 2025 - Banking Compliance Overview
Session VI: June 26, 2025 - WOW! Service and Growing the Bank

Topics

January 23 - Session ONE - Money, Banking, and My Career

  • Evolution of Money and Banking: definition of money, types of money, definition of banking.
  • Types of Banks and Bank Organizational Structures
  • Roles and Responsibilities of the Board of Directors
  • Discovering Your Role as an Essential Service Provider: Changing Banking Landscape, Profitable and Purpose Driven Banking
  • Your Successful Career in Banking: Risk Management 101: Safety and Soundness of Consumer Compliance
  • Key Banking Divisions and Departments: Retail Banking, Mortgage Banking, Commercial Banking, Corporate Banking, Trust, Investment, and Insurance Services; Information Technology, Compliance, BSA & Fraud; Bank Operations, Accounting and Finance, Human Resources, Marketing


February 20 - Session II - Banking History, Regulations, and Risk Management

  • History of Banking in the United States: Introduction to Risk Management in Banking, U.S. History and Key Banking Legislation through the years, Understanding the “Why” Behind Key Bank Regulations
  • Uniqueness of U.S. Banking Systems: Dual State and Federal Banks, Federal Reserve as the Decentralized, Central Bank,
  • Roles and Responsibilities of Other Banking Regulators: Comptroller of the Currency, Federal Deposit Insurance Corporation (FDIC), Office of the Comptroller of the Currency (OCC), Consumer Financial Protection Bureau (CFPB), National Credit Union Administration (NCUA), Conference of State Band Supervisors & Federal Financial Institutions Examinations Council (FFIEC), U.S. Department of the Treasury, U.S. Department of Justice and FinCEN
  • Current Banking Related Hot Topics

For a full listing of topics each session please see the PDF Brochure. (Coming Soon!)


 

Speaker(s)

Christie Drexler is the Owner of Drexler Consulting, LLC, a financial services consulting and training business focused on developing purpose-driven, competent, servant leaders in all roles of banking. In association with Performance Solutions, Inc. and Dianne Barton, Christie has offered training and consulting services through Drexler Consulting, LLC, for the past five years.

In addition, Christie has twenty-six years of direct experience in the financial services industry, working for both community and large regional banks. Her experience has been expansive to include successfully navigating retail and commercial banking careers. She has served as Division President, Market President, Chief Credit Officer, Chief Retail Officer, and Regional Sales & Services Manager. 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 who strives to live the values and leadership strategies she teachers in her training programs.

 

 

Additional Information

Who Should Attend
New bank employees in all roles/departments and bank directors new to banking, management trainees, and bank veterans who are looking to broaden their banking knowledge.

Attendees are required to

  • Have Zoom virtual meeting access
  • Interact with facilitator and other participants in a live, virtual environment
  • Actively participate in all activities and exercises
  • Complete assignments
  • Have full, working computer microphone and speakers or phone access
  • Participate in chat discussions

For the best training experience and learning results, attendees are highly encouraged to have their video cameras on during training.

To receive a full overview of banking, it is recommended that participants attend all six sessions of the series, beginning with session I. However, one session is not a prerequisite for another. Each session may be attended as a stand-alone class.

 

 

Fees

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.

Entire Series

First Registrant: $1,195

Additional Registrant: $1,095

All Non-Members: $2,390

Single Sessions

All Members: $350

All Non-members: $700                                      

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

 

location

Virtual Training

Participants will have the ability to join from wherever you're located from the convenience of your computer. All six sessions of this course will be run via Zoom technology. We look forward to seeing you online!  

You will receive your manual 4-5 days in advance should you want to print this to have during training. At this time, you will also receive log in instructions. This is a completely LIVE virtual training where you will be able to ask questions directly to the speaker. 

 

Association Contact

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

Elizabeth DeHaven - Education Manager
edehaven@indiana.bank

Cancellation Policy


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.