Advanced Branch Manager Program
Click here for a pdf registration brochure.
The IBA is pleased to offer the Advanced Branch Manager Program. This program is designed for Branch Managers who have attended the IBA’s Branch Management Series.
Branch management in today’s environment is much more challenging and demanding than ever before. What are the additional skills that today’s Branch Managers need? Growing the branch? Compliance and regulatory adherence? Motivating employees? Participating in the community? As branch managers, balancing the needs of the Bank, the needs of customers, and the needs of the employees is a constant challenge.
Do you want additional knowledge, tools, or methods for managing and leading your branch? This workshop takes the next step beyond supervision and management training and explores “real world”, day-to-day, ways for today’s branch manager to succeed as retail-banking business leaders.
As a result of this program, attendees will learn how to:
- Manage the branch as a business partner
- Focus on fundamentals of branch profitability
- Utilize the balance sheet to improve performance
- Tie the branch’s performance to the bank’s income statement
- Create new business relationships through improved business development
- Relate to the changing dynamics of the financial system
- Develop or update a Branch Business Plan
- Meet new regulatory policies and procedures
- Focus on internal control and fraud risk management
- Prepare for new alternate delivery channels
- Revisit leadership skills to meeting branch goals
- Manage customer and team member challenges
- Implement Best Practices from the Program
Who Should Attend
This program is designed for Branch Managers who have attended the IBA Branch Management Series and experienced branch leaders.
Prerequisite: Participants are requested to bring their branch business plan. Throughout the program, attendees will be encouraged to improve the plan to achieve branch targets.
About Your Presenter - Dianne Barton
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.
The following fees include the program, materials, lunch and refreshments:
- $225 — IBA Members
- $155 — Additional IBA Attendee From the Same Institution
- $450 — Non-Members
As of Jan. 1, 1994, only 50 percent of business food and beverage can be deducted. For tax purposes the cost of food and beverage for this program is $25.
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
6925 Parkdale Place
Indianapolis, IN 46254
Everyone who registers online will receive an e-mail confirmation after the registration is submitted. 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 or absences which occur on the day of the program. Substitutions are welcome at any time.
The IBA Center for Professional Development is located on the westside of Indianapolis just off of I-465. From I-465 take the 38th Street West Exit (Exit 17). When you exit go west on 38th street. Turn north/right onto Eagle Creek Parkway and then east/right onto Parkdale Place. Our address is 6925 Parkdale Place, Indianapolis, IN 46254. Click here for a map and a list of local hotels. Dress is business casual.