Education & Events

Branch Management Series

Apr 17, 2018
IBA Center for Professional Development
8425 Woodfield Crossing Blvd, Suite 155E
Program Overview: 

PDF Brochure

The Branch Management Series will focus on the critical success elements of managing and leading a performance focused sales and service team. Each workshop is designed either as a series or as a stand-alone, packaged full of checklists, job aids, case studies, examples, and "real world" situations. The Series provides a branch manager and the branch management team with current, proven solutions to managing a successful branch today. The Branch Management Series is designed for Retail Managers, Branch Managers, Assistant Branch Managers, Branch Manager Candidates and anyone responsible for the direction and development of a retail branch.


See PDF Brochure above for the agenda for all 4 workshops!

Workshop 1: Growing the Retail Branch
April 17, 2018

This workshop focuses on building the branch team. Managers learn proven ways to get team
members engaged and challenging teams to exceptional performance. An "engaged employee" is one who is fully involved in, and enthusiastic about their work, and therefore will act in a way that furthers their bank's interests.

Workshop 2: Leading, Developing, and Engaging the Team
August 21, 2018

This workshop focuses on the Branch Manager's Role as Sales & Service Leader. Managers learn
to plan, motivate, and challenge the team to consistently provide exceptional service and meet the Branch’s goals. 

Workshop 3:  Raising the Bar for Sustainable Growth
November 27, 2018

This workshop focuses on maintaining superior performance. Managers learn new methods for
communicating and raising the bar through the performance management process, team building,  and leadership abilities. We explore how to keep a team motivated and focused on achieving organizational goals.

Workshop 4: New Year - New Start: Key Components for a Successful Year
January 15, 2019

This workshop focuses on exploring the key components of a successful retail bank branch. 
Participants will leave with valuable tools and a “game plan” for 2019.


The Branch Management Series is presented by Performance Solutions, Inc., a training & consulting company that specializes in providing solutions to the key challenges facing community banks today in attracting, selling & servicing their customers. The Branch Management Series was originally introduced in 1983 and is continually revised and updated to meet the challenges and changes the banking industry experiences.

Dianne Barton is the Founder & President of Performance Solutions, Inc., a training and
consulting company that specializes in providing solutions to the key challenges facing community banks today in attracting, selling & servicing their customers. As a former banker, her service, which includes a broad scope including strategic planning, leadership and management development, regulatory & compliance implementations, retail growth strategies, and sales & service culture development, is recognized as “real world solutions” by both regional banks and community banks.

Dianne’s training programs are designed to “close the gap” between the bank’s needs and 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 p.m.  Lunch (included)
1:00 p.m.    Program Resumes
4:00 p.m.    Program Adjourns


The 2018 Branch Management Series will be held at the IBA Center for Professional Development, 8425 Woodfield Crossing Blvd, Suite 155E, Indianapolis, IN 46240. Registration & Continental breakfast will begin at 8:30 a.m., with classes running from 9:00 a.m. - 4:00 p.m. The 2018 Branch Management Series dates are:

April 17, 2018 -August 21, 2018 - November 28, 2018 - January 15, 2019

The Branch Management Series is four-workshop sessions that may also be completed as stand-alone sessions.


IBA Members                                       Non-Members
$850 - Full Program                               $1700 - Full Program
$225 - Each Individual Session                $450 - Each Individual Session

Fees include the program, materials, continental breakfast, lunch & refreshments.

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: 

Branch Management Certification Overview
Indiana Bankers Association is proud to offer the Branch Management Certification program. The workshops do not have to be taken in sequence in order to receive a certification. The four workshop sessions may also be completed as stand-alone sessions.

Key Elements of the Series

  • Develop and Implement Retail Banking Business Plan
  • Discover Individual Leadership and Management Styles
  • Ensure Regulatory Compliance and Operational Adherence
  • Mitigate Risks
  • Grow the Retail Banking Branch
  • Explore Proven Sales, Service, and Relationship Building Skills and Tools
  • Motivate and Boost Employee and Team Success
  • Manage Challenging Situations with Team Members and Customers
  • Strengthen Communication and Day-to-Day Effectiveness
  • Increase “Bench Strength” in the Branch
  • Determine Critical Branch “Best Practices”

What is the Process for Certification?

This is a comprehensive training program that focuses on three key components:

  1. Completion of all four workshops in the Branch Management Series.
  2. Successful completion of assignments after each of the four workshops.
  3. Annually attending one live full day IBA workshop to re-certify each year.
Association Contact: 

Laurie Rees, Vice President, Education & Training

Elizabeth Kilty, Education Coordinator

Cancellation Policy: 

The IBA will send confirmations as requested for its programs. Please check the appropriate box & include a fax number on the registration form. If you have questions, contact Marcy Borden via e-mail at or by phone 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 1 day prior or absences on the day of the program. Substitutions are welcome at anytime.

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