Education & Events

2020 Essentials of Banking

Date: 
Sep 01, 2020
IBA Center for Professional Development
8425 Woodfield Crossing Blvd, Suite 155E
Indianapolis
IN
46240
USA
Program Overview: 

PDF Brochure

The Indiana Bankers Association (IBA) is pleased to present “Banking Essentials”, four, one-day seminars offered at the IBA Center for Professional Development in Indianapolis. A must for the newer community bank employee, this series is designed to provide complete knowledge of banking principles and operations. It is also geared toward veteran employees as a refresher course.

This popular program also boasts a staff of instructors who are not only popular IBA speakers but also some of the best presenters in the banking field including David Kemp, Dianne Barton, and Jim Rechel.

While it is recommended that the individual attend all four sessions of the series to receive an entire overview of banking, each session’s material stands alone; one session is not a prerequisite for another. From year to year, IBA plans to offer the same series beginning with any session. However, if you want your staff to learn about the material presented in a particular session, the program provides a thorough education and may be attended as a stand-alone class.

Series registrants cannot carry over funds to the next year’s four-seminar sequence. If you cannot attend one of the sessions, another individual from the bank may be sent as a replacement or that session's manual will be sent and funds will be forfeited.

Topics: 

More information to come!

Who Should Attend
Any and all bank staff with up to five years’ experience and/or veteran employees who are looking for a refresher course.

Speaker: 

Dianne Barton is President of Performance Solutions, Inc. (PSI), a training and consulting company that specializes in providing solutions to the key challenges facing banks today in attracting and building profitable relationships with their customers. She has been guiding the company’s training and consulting services for over thirty-five years. Her training and consulting expertise in leadership development, regulatory compliance, retail growth strategies, strategic planning, and sales and service culture implementations is recognized as providing “real world solutions” by banks of all sizes.

PSI’s training programs are designed to “close the gap” between the banks’ needs and employees' skills. A philosophy of experiential learning and participant involvement in training led to the development of the company’s “TELL-SHOW-DO” training method that is skill-based rather than theory. The training limits lecture discussions to a maximum of 7-9 minutes. PSI’s training programs are described as energized, fast-paced, interactive, and results-focused.

Before starting Performance Solutions in 1983, Dianne held senior positions with Bank South Corporation, the Internal Revenue Service, and the John H. Harland Company, where she introduced the highly acclaimed Officer Call Program.  Dianne is a graduate of Georgia State University and is on the faculty of several state banking schools.

 

Agenda: 

Agenda for Each Session

8:30 a.m. Registration & Continental Breakfast
9:00 a.m. Program Begins
Noon Lunch (on site)
1:00 p.m. Program Resumes
4:00 p.m. Program Adjourns

Location: 

IBA Center for Professional Development
8425 Woodfield Crossing Blvd, Suite 155E
Indianapolis, IN  46240

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.

Series Registration
IBA Member                                                  
$850                                                 

Individual Sessions
IBA Member                                                   
$225                                                  

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.

 

Additional Information: 

Additional Speakers:

David L. Kemp, Bankers Management Inc., has more than 20 years’ experience & management responsibility in credit administration and new business development. Before starting his consulting firm, Kemp was vice president & director of credit services for Cannon Financial Institute. He also served as vice president of corporate finance for Citicorp North America and a branch manager & commercial lender for two southern banks. His areas of expertise include all types of commercial loans, mergers and acquisitions, leveraged finance, capitalmarketsand portfolio management.

Karen Bitler is a Senior Consultant and Facilitator for Performance Solutions, Inc. has over 35 years of banking experience with regulatory, internal audit, examination, compliance, anti-fraud, risk management, security and lending knowledge.  In addition to banking, Karen has also been an examiner with the OTS as well as a compliance auditor.  Karen graduated from Virginia Wesleyan College with a Bachelors in Business Management, received her ACAMS certification in 2013 and has a Six Sigma Greenbelt Certification. 

 

Association Contact: 

Laurie Rees, Vice President - Education & Training
Lrees@indianabankers.org

Marcy Borden - Education Coordinator
mborden@indianabankers.org

Elizabeth Kilty - Education Coordinator
ekilty@indianabankers.org

Cancellation Policy: 


The IBA will send confirmations at registration.  If you have questions, contact Marcy Borden via email at mborden@indianabankers.org. 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.

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