Growing the Retail Branch : Branch Management Series Workshop

Aug 21, 2018
Indiana Bankers Association
8425 Woodfield Crossing Blvd. Suite 155E
Program Overview: 

Click Here for a PDF Brochure

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.

  • Update of Lessons Learned
  • Skill Development
  • Critical Skills for Today’s Retail Bankers
  • Balancing Today’s Deposit Regulatory Requirements
  • Security and Robbery Prevention for The Retail Banking Team
  • Influencing and Problem Solving for Change
  • Problem Solving and Change Management
  • Creating Employee Engagement
    • What is it? And Why do it?
    • Avoiding Common Problems
    • Identifying and Assessing the Engagement Drivers in the Retail Branch
  • Finding More Time
  • Time Management Skills
    • Avoiding “Doing It All Yourself”
  • Getting the Team Onboard Meetings
  • New Alternatives to Meetings
  • Branch “Best Practices" and Action Plannin

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


The 2018 Branch Management Series will be held at the IBA Center for Professional Development, 8425 Woodfield Crossing Blvd. Suite 155E, Indianapolis, IN 46240. The 2018 Branch Management Series dates are:

 August 21, 2018; November 27, 2018; January 15, 2019; April 2019


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: 

The Branch Management sessions are designed for Retail Managers, Branch Managers, Assistant Managers, Branch Manager Candidates and anyone responsible for the direction and development of a retail branch. These sessions can be completed in a series or as stand-alone sessions.

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 Marlene Wells 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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