Education & Events

Growing the Retail Branch : Branch Management Series Workshop

Aug 20, 2019
Indiana Bankers Association
8425 Woodfield Crossing Blvd. Suite 155E
Program Overview: 

Click Here for a PDF Brochure

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.

  • The Retail Branch Performance Chart
    • Monitoring and Tracking Tools while Rewarding Results
    • Developing Sales & Service Standards
  • How Today’s Customer Experience is Changing
  • Maximizing Your Bank’s Competitive Value Edge
  • Growing the Retail Branch from Within:
    • Selling is Helping the Customer
    • No More Product Pushing
    • Customer On-Boarding
    • Maximizing Customer Relationships – Bankers in Action
  • Maximizing Universal Banking
  • Networking Do’s and Don’ts
  • Retail Banking Business Development
    • Key Tools for Protecting Key Customers
    • Key Tools for Calling on Prospective Customers
  • Branch “Best Practices" and Action Planning

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 2019 Branch Management Series will be held at the IBA Center for Professional Development, 8425 Woodfield Crossing Blvd. Suite 155E, Indianapolis, IN 46240. The 2019 Branch Management Series dates are:

August 20, 2019 - November 19, 2019- January 2020 - April 2020


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 DeHaven, 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 Elizabeth DeHaven 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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