Banking on Women


Rise Up. Imagine. Believe. Achieve.

This conference, where women take the lead, encourages professional development and leadership in your bank, while also promoting the importance of fostering relationships and inspiring women to reach their career goals and aspirations. Our powerhouse speakers will help you advance your decision-making and negotiating processes and teach you how to deliver and apply these insights to benefit your future and your financial institution’s future.

The event will benefit all levels of staff from any financial institution or financial services provider interested in the enhancement and career growth of women in Indiana. This conference will give you the opportunity to network with other professional women and discuss similar challenges and solutions.

Thought leader Marie Forleo says that “Clarity comes from engagement, not from thinking about it.” Don’t just think about how to be successful. Join us at the Banking on Women Conference, and engage in this opportunity for the development of your future success!


Awards: The IBA is offering two award opportunities to women in the Indiana banking community, with the winners to be announced at the virtual Banking on Women Conference in October. IBA-member bankers are invited to nominate themselves or others:
    - The Woman of the Year Award. Click to learn more.
    - The Woman on the Rise Award. Click to learn more.
Nominations are due Sept. 25.


Event Dates

Thursday, October 22, 2020 to Friday, October 23, 2020

Virtual Platform

Banking on Women Conference has gone VIRTUAL!
This year’s Banking on Women Conference will be held virtually due to the COVID-19 pandemic. This virtual conference is available to IBA members for only $275 per person for the full two-day conference, $225 for one-day attendance. Even though we are virtual this year, we still have a full line-up of dynamic speakers, networking break outs, prize drawings and a silent auction for charity.

Meeting connection information will be sent prior to the conference.

Celebration Box – Mailing address needed

As a gesture of appreciation for attending the 2020 Banking on Women Conference, the IBA will be providing a celebration box for all in attendance. To ensure delivery, please include your own individual shipping address during the registration process. Please only include your physical street address, not a P.O. Box


Who Should Attend:
The Banking on Women Conference welcomes members of any financial institution or financial services provider interested in the enhancement and career growth of women in Indiana.


Registration - Please contact Marcy Borden at 317/333-7162

Vice President-Education & Training
Laurie Rees

Tentative Schedule
Thu, Oct 22
  • 8:00 - 12:15 p.m. General Sessions Begin
  • 12:15 - 12:45 Lunch Break
  • 12:45 - 3:30 General Sessions Resume
  • 3:30 Program Adjourn for Day 1
Fri, Oct 23
  • 7:30-8:00 Rise-n-Shine Virtual Yoga
  • 8:30 12:00 noon General Sessions Resume
  • 12:00-12:15 Woman on the Rise Award Presentation
  • 12:15-12:45 pm Lunch
  • 12:45-1:00 Woman of the Year Award Presentation
  • 1:00-3:30 General Sessions Resume
  • 3:30 Conference Adjourns
Program Topics

RISE UP: The Emerging Paradigm of Feminine Power, Influence and Wisdom Taking Precedence in  a New World
Dr. Juli Lynch

It may well be that “this” global pandemic, civic rising up, economic upheaval, and disruption of “life” as we have known it has impacted the lives of every human on the planet. Imagine that! In our lifetime!

We have endured the disbelief. We have weathered the months of lock down, social distancing, safer at home, wearing of masks, protests, riots, unrest, economic volatility, professional and personal change. Now we sense we are preparing for a new world – a “never going back” to what once was.

So, here is the question. WHO have YOU BECOME during this global, national, regional, and local disruption? WHO are YOU BECOMING as the weeks turn into months and the future remains uncertain? And WHO do YOU WANT TO BE ultimately to not only survive but to actually RISE UP and BE part of the HUGE POTENTIAL awaiting WOMEN to empower a new paradigm, a new way of showing up, leading, supporting influencing and impacting the world around you – both at your bank, in your communities and at home.

In this presentation Dr. Juli Lynch will share with you the Four Guiding Emotional Mindsets to Elevate Your Power, Influence and Wisdom. She will identify the “shadow” effect of allowing people and situations to de-rail you from your innate feminine qualities that could be activated right here, right now to guide yourself and others through these times. She will make sure you KNOW how to activate, re-activate, and sustain emotional mindsets no matter what happens around you. You will leave this session feeling strong, feeling powerful and knowing how you want to move forward.

About Juli
Juli Lynch is the founder of Turning Pointe Consulting. Juli embraces a passion for working with organizations to develop leaders, teams and cultures that are dynamic, risk-taking and fully engaged in strategic initiatives. Juli has a doctorate in human and organizational development, which has given her the disciplined foundation of understanding organizations and the humans that they are made of.


Every Generation Matters: Why Building Multi-Generational Teams is the Future of Work
Lindsay Boccardo

Generations misunderstanding each other is not a new problem. In fact, every generation thinks the one that comes after them is less competent, more entitled or harder to work with.

The good news is that no one generation is broken. No single generation of employees is in the wrong. Maslow’s famous hierarchy tells us all humans have the same internal drivers—but we’re realizing now that our needs manifest themselves differently depending on the year someone was born.

According to a 2019 study, multi-generational teams with a range of 25 years or more from youngest to oldest meet or exceed expectations 73% of the time. Those with a narrow range of less than 10 years did so only 35% of the time. The future of work is truly about inclusion. Leadership acumen is measured by a person’s ability to transform diverse groups of humans into cohesive, effective and compassionate teams.

In this interactive session, Lindsay will guide a conversation about generational differences over the five decades of employees in today’s workforce. Together, attendees will examine experiences they had growing up and how those directly
affect their relationships at work.

In this session, attendees will learn:
• What happens to the growth of the organizations who don’t engage each generation
• Why the divide exists between different generations
• What motivates employment decisions, regardless of age
• How you can increase the positive impact of a multi-generational workforce in your business
• What future young employees will be looking for in your company culture

About Lindsay
For nearly a decade, Lindsay has been coaching, researching and developing programs for millennials. She loves working with young talent and the organizations that employ them. Lindsay is the creator of “Unleash My Career,” an online course that has trained hundreds of talented leaders on the process of designing a career they love. Lindsay earned a degree in psychology and public communication from Syracuse University, and a professional coaching certification through the International Coach Federation.
In her work, Lindsay has partnered with organizations such as, Patachou, Inc. and the Indiana Supreme Court, and works frequently with both college campuses and companies of all sizes to enhance their millennial culture. By providing education and training through one-on-one programs, group training and keynote speeches around the country, Lindsay empowers young employees to feel more prepared as they enter the workforce and helps them develop into the top talent in their organization.


Getting Grit - Put Passion, Perseverance and Purpose to Work
Caroline Adams Miller

In times of greater complexity, ever-increasing regulation and competition, organizations need people who can weather these challenges and not just be productive—but actually thrive. People who are resilient in times of change. People who have GRIT.

Grit is passion and persistence in pursuit of long-term goals. Research confirms: Grit is the secret to success. As company goals get more challenging every year, achieving them will take even more grit. But HOW do people become grittier?

Caroline Adams Miller, MAPP, is an expert on Positive Psychology and the foremost authority on how to apply the science of grit and achievement to our lives. Caroline shares timely examples, stories and research-based insights that your audience will put to use to reach their highest goals!

After attending this energizing and inspiring talk, your audience will:

• Understand what grit is and why it’s important.
• Recognize the difference between good and bad grit.
• Cultivate grit to help them stay resilient and persevere in the face of difficulties.
• Be inspired to stretch beyond their comfort zone.
• Create a culture of grit that encourages people to make their best efforts. (Leadership version)
• Spot grit in others and hire for grit. (Leadership version)

People with authentic grit have key traits that audiences learn from and want to emulate. Caroline shares the practical strategies that accelerate performance: defined purpose, hard goals, role models, team building, and more. This powerful talk inspires audiences to become grittier—and achieve big goals!

About Caroline
Caroline Adams Miller, MAPP, is one of the world’s leading experts on the science behind successful goal setting and the use of ‘good grit’ to achieve hard things. For more than 30 years, she’s been sharing her research-backed strategies to help people cultivate more grit and dig deeper to clarify and achieve their toughest goals. A Harvard graduate with a Masters in Applied Positive Psychology from the University of Pennsylvania, she has authored six books including Creating Your Best Life and Getting Grit, and teaches at Wharton Business School’s Executive Education program. Her work has been featured in The New York Times, The Washington Post, BBC, NPR, and CNN. 


Help and Serve Your Customers in a Virtual World NOW & Seamlessly Transition Back to Business as Usual LATER
Kelly McDonald

Right now, your customers need you more than ever.  But not in the same old way.  What your customers want and expect from you now is radically different through this challenging time.  You must differentiate yourself and your organization on the experience that your customers have, rather than simply the products and services you offer.

Doing business virtually poses challenges:  you may not get to meet your clients and prospects or even have the face-to-face interaction that’s so effective.  But that doesn’t mean that you can’t serve your customer in exceptional ways.
And, when the storm has passed, how do you seamlessly and QUICKLY transition back to your everyday business practices?   It may not be “business as usual” or “back to normal”.  What new approaches will you keep?  What will this difficult experience have taught us that makes us better, smarter, and more effective?  And most importantly, how can you leverage new insights and changes to cement the bond with your customers for increased sales and loyalty?

This session will cover:

  • How to re-engineer your solutions and approach to address the concerns your customers have right now
  • How to keep selling and keep serving customers in a way that is relevant for virtual communication – without being tone deaf or insensitive
  • How to stay visible without spamming your customers
  • How to make virtual sales presentations helpful and EFFECTIVE  
  • 5 low-cost, no-cost action items that you can apply immediately
  • What to do – and NOT do – when things go wrong.  The 5 words that customers want to hear and that work every time
  • How to prepare for the inevitable return to everyday business – it may come quickly and you need to have an action plan ready

About Kelly
Kelly McDonald is considered one of the nation’s top experts in marketing, customer service and consumer trends.  She is the founder of McDonald Marketing, which has twice been named one of the “Top Ad Agencies in the U.S.” by Advertising Age magazine and ranked as one of the fastest-growing independently-owned companies in the U.S. by Inc. Magazine. She has been featured on CNBC, in Forbes, Bloomberg BusinessWeek, Fast Company, on and more. She is the author of three bestselling books on marketing, the customer experience and leadership. Her latest is: “How to Work With & Lead People Not Like You.” Kelly lives in Denver and when she’s not on the road speaking, she enjoys hiking – and shopping for high heels.


Let It Go and Lead On!
Vicki Floyd Clark

As women we often refuse to LET GO. Letting go of mistakes, failures ideas, guilt and other "toxic baggage" keeps us stuck in the past and keeps us from growing and living our lives freely.  If we want to be successful leaders, happy and free then we need to learn to unpack the past, sing the Frozen Song and LET IT GO and LEAD ON!!

About Vicki
For nearly two decades Vicki Clark Consulting has helped build the capacity of nonprofit, government, faith-based, and business sector organizations through training, speaking, writing, and consulting. Based in Memphis, Tennessee, Vicki Clark has extensive experience as both a speaker, trainer, facilitator, mentor and consultant. Each year she speaks to thousands of community and business leaders and has made presentations in 49 of the 50 United States. Her international experience includes engagements in England, Russia, Canada and Venezuela. She has worked with a broad range of organizations, including; Union Bank, Dun & Bradstreet, Mille Lacs Corporate Ventures, National Association of Women Business Owners, Centers for Disease Control, St. Jude Children’s Hospital, American Bar Association, Servant Leadership Institute, CCS Fundraising, National Conference of State Legislatures, National Center for Family Literacy, Delta Leadership Institute, Ronald McDonald House Charities, Indiana Community Action Agencies, HIPPY-Home Instruction for Parents of Preschool Youngsters, United Way and the Association of Junior Leagues International. Prior to her work as an independent consultant, Vicki filled several roles at The Points of Light Foundation in Washington, DC, including vice president of community initiatives, volunteer services, and external relations. She created and executed the foundation’s strategy with multiple markets and various segments of the nonprofit and corporate sectors. Vicki also has experience working in the corporate sector specializing in human resources and publishing.


Try, Try Again
Laurie Stewart

There’s simply no better voice in banking to speak at the IBA Banking on Women’s Conference than Laurie Stewart. Her banking career started as a teller. She ran a tiny credit union and led its conversion to a mutual bank and then to a publicly traded company. She has been named Community Banker of the year by American Banker and is the chair of the American Bankers Association. She’s certainly overcome extraordinary leadership, business and personal career challenges during her 30+year career. Stewart will share her story with us, touch on lessons learned, define why a career in banking is rewarding to her and should be for other women, and she’ll highlight actions everyone can take to encourage and mentor others.

About Laurie
Laura Lee Stewart is currently President and Chief Executive Officer of Sound Community Bank and Sound Financial Bancorp. Prior to joining Sound Community Bank as its President in 1989, when it was a credit union, Ms. Stewart was Senior Vice President/Retail Banking at Great Western Bank. Ms. Stewart was selected as an inaugural member of the FDIC Community Bank Advisory Board and completed her term in 2013. In 2013, she was appointed Governmental Relations vice chairwoman of the American Bankers Association. She also serves on the ABA Community Bankers Council, the advisory committee of the U.S. Consumer Finance Protection Board and is Chair of the Washington Bankers Association. Ms. Stewart also is a member of the Arthritis Foundation's board of directors as well as serving as a member of the board of directors of various local community and charitable organizations. Her many years of service in all areas of the financial institution operations and duties as President and Chief Executive Officer of Sound Community Bank bring a special knowledge of the financial, economic and regulatory challenges we face and she is well suited to educating the Board on these matters.


Own It: Being A Woman In Banking
Natalie Bartholomew, The Banker Girl

Own It: Being A Woman In Banking presents immediate take-aways for session goers including information on mentorship, building your own personal brand, the importance of advocating for women in your organization, and much more.

About Natalie
Natalie Bartholomew is a career banker with experience in a variety of areas of banking including lending, deposit operations, culture building and marketing. She currently serves as the Chief Administrative Officer and Vice President of Grand Savings Bank, a community bank in Northwest Arkansas and Northeast Oklahoma. Natalie has a passion for philanthropy and sits on various boards and committees that serve the Northwest Arkansas region. She was recognized as the 2015 Young Woman of the Year by the Greater Bentonville Area Chamber of Commerce for the NWA Business Women’s Conference and was a member of the 2015 Northwest Arkansas Business Journal’s Forty Under 40 class and 2018 Women In Business list, as well as the 2019 Arkansas Business Journal’s Forty Under 40 Class. She received both her bachelors and masters degrees from the University of Arkansas and is a graduate of the Graduate School of Banking in Boulder, Colorado. She launched the Girl Banker blog in November of 2017 in hopes of creating a voice for women in banking and working moms. In addition to advocacy for women in banking, Natalie has a passion for educating young women about the banking industry and highlighting those who started their career at a young age. The Girl Banker has been featured in American Banker, the Northwest Arkansas Business Journal, the ABA Bank Marketing Newsletter, and a variety of financial industry newsletters since its launch. Since launching the blog, she has visited 12 states to speak about the Girl Banker platform and has participated in a variety of webinars and podcasts. In 2019, she launched the Girl Banker Podcast in partnership with the Northwest Arkansas Business Journal and Talk Business & Politics. Her absolute greatest accomplishments are being mom to sons, Brody and Witten, and wife to Colt. Natalie and her family are avid Arkansas Razorback and Dallas Cowboys fans.