Unforgettable Training: Practical Techniques to Elevate Your Learners’ Experience (Workshop)

Date:

Feb 26, 2026

Register

Create learning experiences that truly resonate – no gimmicks, no overwhelm, just practical, high-impact techniques that work in the real world of bank and credit union training.

Agenda

February 26, 2026
2:30 pm - 4:00 pm EST

Your ability to spark engagement and create meaningful learning moments has never been more essential. Today’s learners are managing rapid change, evolving regulations, nonstop priorities, and information overload.

In this dynamic two-hour virtual workshop, you’ll learn how to design and deliver training that learners remember, apply, and appreciate. You’ll explore proven strategies for increasing interaction, improving retention, and elevating your overall training presence – whether you're facilitating live sessions, building e-learning, or developing blended experiences.

From intentional structure to purposeful visuals to confidence-building delivery skills, this workshop equips you with tools you can use immediately. Even small tweaks can transform your training from informational… to unforgettable.

Topics

What You'll Learn

  • Design learner-centered training using adult learning principles and engagement-forward frameworks.
  • Organize and simplify content to reduce overload and improve retention across any delivery format.
  • Elevate your delivery skills by setting the right tone, rewording prompts, and guiding meaningful participation.
  • Transform slide design by replacing bullet-heavy layouts with impactful visuals, stories, and photos.
  • Integrate purposeful interaction through micro-activities, chat strategies, scenarios, and discussion prompts.
  • Apply ready-to-use tools and templates including slide layouts, participation prompts, and an Engagement Toolkit built for bank and credit union trainers.
Speaker(s)

Heather Legge
Envision Success Inc

Heather Legge is a training specialist and certified executive coach, founder of Envision Success Inc, and author of Lead With Moxie. She is a senior training consultant for InterAction Training and is known for her presentation and delivery expertise.

Previously, she earned her Master's in business administration and spent over 15 years in multiple industries transforming organizational performance through business analysis, project management, training and employee development.

She is passionate about making a positive impact in her local community and far beyond. She is always engaged in several networking, professional, and philanthropic groups.

Additional Information

Who Should Attend?

This workshop is perfect for bank and credit union trainers, instructional designers, onboarding specialists, HR/OD professionals, and anyone who delivers or develops training in financial services.

Fees

Live Webinar - $299.00

  • Live Access
  • 30 Days OnDemand Playback
  • Presenter Materials and Handouts

Available Upgrades

  • 12 Months OnDemand Playback - $120.00 Per Person
  • 12 Months OnDemand Playback + Digital Download - $150.00 Per Person
  • Additional Live Access - $450.00 Per Person

**100% surcharge applied to non-members.

Association Contact

Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank