Business Operations & Management

Jun 19, 2018
IBA Center for Professional Development
8425 Woodfield Crossing Blvd, Suite #155
Program Overview: 

Click Here for a PDF brochure

The Indiana Bankers Association (IBA) is pleased to present “Essentials of Banking”, 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 a complete knowledge of banking principles and operations.  It is also geared toward veteran employees as a refresher course. 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. 

  • Bank Management
    • Board of Directors
    • Management Structure
  • Banking Business Operations and Responsibilities
    • Retail Banking
    • Lending Function - Consumer, Commercial and Real Estate
    • Investment Function - Private and Trust
    • International Function
    • Operations Function
    • Audit Function
    • Marketing Function
    • Compliance Management Function
  • Human Resources Management
    • Employee Development
    • Personnel Management
  • Compliance Management Fundamentals
    • Regulatory Expectations
    • Changing Role of Compliance

Who Should Attend
This seminar 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.  You can attend the series or each session will also be a stand alone program.


Dianne Barton is the Founder and President of Performance Solutions, Inc. As a former banker, her services, which include a broad scope   including strategic planning, leadership & management development, regulatory and compliance implementations, retail growth strategies, and sales & service culture development, are recognized as “real world   banking solutions”.

Dianne’s training programs are designed to “close the gap” between banks’ 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, high energy, “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


IBA Center for Professional Development

8425 Woodfield Crossing Blvd Suite 155E

Indianapolis, IN  46254


IBA Members                                        
$850 - Full Program                         
$225 - 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. Surcharge of 100% for Non-Members.

Association Contact: 

Laurie Rees, Vice President, Education & Training

Marcy Borden, Education Coordinator

Elizabeth Kilty, Education Coordinator

Cancellation Policy: 

You will receive an e-mail confirmation at registration.   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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