Advanced Branch Management Program

Aug 23, 2017
IBA Center for Professional Development
8425 Woodfield Crossing Blvd, Suite 155E
Program Overview: 

PDF Brochure

The IBA is pleased to offer the Advanced Branch Management Program. This program is designed for Branch Managers who have completed the IBA’s Branch Management Series.

Branch management in today’s environment is much more challenging and demanding than ever before. What are the additional skills that today’s Branch Managers need? Growing the branch? Compliance and regulatory adherence? Motivating employees? Participating in the community? As branch managers, balancing the needs of the Bank, the needs of customers, and the needs of the employees is a constant challenge.

Do you want additional knowledge, tools, or methods for managing and leading your branch? This workshop takes the next step beyond supervision and management training and explores “real world”, day-to-day, ways for today’s branch manager to succeed as retail-banking business leaders.


As a result of this program, attendees will learn how to:

  • Manage the branch as a business partner
  • Focus on fundamentals of branch profitability
  • Manage the Diverse workforce
  • Create new business relationships through improved business development
  • Relate to the changing dynamics of the  financial system
  • Develop or update a Branch Business Plan
  • Meet new regulatory policies and procedures
  • Focus on internal control and fraud risk management
  • Prepare for new alternate delivery channels
  • Revisit leadership skills to meeting branch goals
  • Manage customer and team member challenges
  • Implement Best Practices from the Program

Dianne Barton, is the Founder and President of Performance Solutions, Inc. Her expertise in customer service, leadership, and sales & service culture development is recognized as leading edge by both national banks and community banks. 

Dianne’s programs are designed to “close the gap” between the bank’s needs & employees’ skills.  A philosophy of experiential learning and participant involvement in training led to the development of her “TELL-SHOW-DO” training method that is skill based rather than theory based.  The training limits lecture discussions to a maximum of 7-9 minutes, relying on an active “hands on” approach by the participants. 


8:30 a.m. Registration & Continental Breakfast
9:00 a.m. Program Begins
12:00 Noon Lunch (included)
1:00 p.m. Program Resumes
4:00 p.m. Program Adjourns


This seminar will be held at the IBA Center for Professional Development, 8425 Woodfield Crossing Blvd, Suite 155E, Indianapolis, IN 46240. Directions, map & a list of local hotels are available at or by calling 317-387-9380.


IBA Members
$225 First Person
$155 Each Additional Person


Participation in IBA programs is limited to members, associate members, and nonmembers from an eligible membership category at applicable member or nonmember rates.

Additional Information: 


This program is designed for Branch Managers who have completed the IBA Branch Management  Series and experienced branch leaders.

Prerequisite: Participants are requested to bring their branch business plan. Throughout the program, attendees will be encouraged to improve the plan to achieve branch targets.

Association Contact: 

If you have any questions please contact Marcy Borden at 317-387-9380 or via e-mail at

Cancellation Policy: 

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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