Photo from FLD Leadership Conference 2016

Talent Assessment & Succession Workshop

Jun 08, 2017
IBA Center for Professional Development
6925 Parkdale Place
Program Overview: 

Printable Brochure

The Indiana Bankers Association and the Graduate School of Banking at Madison, Wisconsin, have partnered to offer this joint program. We are pleased to join together to bring nationally-known GSB instructor Cheryl Thomas to present to the bankers of Indiana.


The objective of this workshop is to introduce concepts of Talent Assessment and Succession Management and train leaders on the use of basic processes and tools. 


At the end of this seminar you will be familiar with key concepts, processes and basic tools to Talent  Assessment and Succession Management.  You will also be prepared to complete succession planning processes for key critical positions that support your Strategic Plan.


I. Background

  • Talent Management and Succession
    • The connection to Strategic Planning
    • The importance of following a process
  • Managing your Human Capital Portfolio
    • Maximizing the Return
    • Managing the Risks

II. Talent Assessment

  • Defining Talent
  • Dimensions of Talent - Performance and

III. Succession Planning

  • Focus on Critical Positions
  • Defining Roles
  • Defining Readiness

IV. Talent Development

  • “ARC” Model
  • Development Approaches, Programs and

V. Succession Management Process

  • Process Steps
  • Tools

VI. Train the Trainer

VII. Practice Exercise

VII. Wrap up and Next Steps


Cheryl L. Thomas, Managing Director, Impacting People, LLC is a seasoned Human Resources leader, with more than 30 years of diversified human resources experience. Throughout her career she has worked with Executive Teams and Boards leading and managing work in areas including leadership and employee development, rewards, organizational culture, employee engagement, Human Resources strategy.  Her experience crosses multiple industries including Financial Services, Healthcare and Manufacturing. She has worked domestically and globally.  She is a member of the Graduate School of Banking faculty.


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, 6925 Parkdale Place, Indianapolis, IN 46254.  Directions, map & list of hotels are available at or by calling 317-387-9380.


This program is designed for the President/CEO, Human Resource Leaders and Bank Executives.


The following fees include the program, materials, lunch and refreshments:

$295 IBA Members
$245 Additional IBA Member
$450 Non-Members

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

Association Contact: 

For more information please contact Marcy Borden via e-mail at or call 317-387-9380.

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 1 day prior or absences on the day of the program.  Substitutions are welcome at any time.

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