Feb 11, 2026
While traditionally much emphasis has been placed on growing non-interest income as rational to have a retail wealth management program, it has now grown even more important in deposit defense. Many investment firms have entered into partnerships with large banks to offer co-branded deposit products, directly competing with community and regional banks. Gone are the days when having an investment advisor selling mutual funds and annuities can keep your bank competitive as our community members are seeking advice driven financial planning solutions.
This wealth management workshop will help bank leadership understand the basics of how to start a program, evaluate an existing program, build a strategy of cross-department collaboration, advanced marketing and customer segmentation strategies, and implement best practices. We will also discuss integrating financial planning programs with trust departments for a collaborative wealth management offering and how a collaborative culture can also strengthen relationships with small business owners.
| 8:30 a.m. | Registration & Continental Breakfast |
| 9:00 a.m. | Program Begins |
| Noon | Lunch |
| 1:00 p.m. | Program Resumes |
| 4:00 p.m. | Program Adjourns |
Starting a Retail Wealth Management Program
Evaluating Existing Wealth Management Programs
Incorporating into Bank Operations
Optimization Strategies
Anne Schutt is the Vice President of Business Development at Midwestern Securities, a boutique broker-dealer owned by financial advisors and bankers. With over 25 years of experience in sales, Registration training, and leadership, Anne helps community financial institutions modernize and grow their investment programs to stay competitive and client-focused. Her crossindustry background spans healthcare, finance, and marketing, bringing a dynamic perspective to her work. She is a regular speaker at industry conferences and a published author in multiple trade association publications.
Who Should Attend?
This series is targeted to financial advisors and bank leadership. For banks who have a current wealth management program that want to be more competitive or banks interested in learning more about starting their own program.
IBA Members
$295 - First attendee
$245 - Second attendee from the same institute
Virtual Option
$295 - First attendee
$245 - Second attendee from the same institute
Surcharge of 100% for Non-Members
Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or non-member rates.
Live training will be held at the IBA Center for Professional Development, located at 8425 Woodfield Crossing Blvd Suite 155E, Indianapolis, IN 46240.
Laurie Rees, Senior Vice President of Professional Development
lrees@indiana.bank
317-387-9380
Molly Gibbs, Assistant Vice President, Education & Training
mgibbs@indiana.bank
317-333-7161
Katie Yates, Professional Development Coordinator
kyates@indiana.bank
317-333-7162
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 any time.