Venue
IBA Center for Professional Development
IBA Center for Professional Development, 8425 Woodfield Crossing Blvd, Suite 155E, Indianapolis, IN 46240, United States

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Sep 8 EDT (about 2 months ago)
Location IBA Center for Professional Development
8425 Woodfield Crossing Blvd, Suite 155E, Indianapolis, IN 46240, United States
Region Americas
Details

This Senior Retail Banking Forum will provide a platform and opportunity for Retail Banking Officers to exchange ideas freely, examine pressing issues in today’s ever-evolving regulatory, cost-conscience and productivity-driven environment. You don’t want to miss this opportunity!

Peer-to-peer sessions have proven very successful for IBA membership focus groups such as the CFO Forums, Human Resources Director Forum, Senior Lender Forums, and IT Officer & Operations Officer Forums. Based on feedback from the membership, this new Senior Retail Banking Forum will be no exception.

The IBA is pleased to provide this program where individuals who are responsible for retail banking issues in their institutions have the opportunity to discuss and explore collaborative solutions to challenges they face on a day-to-day basis.

The Senior Retail Banking Forum will meet three times annually at the Indiana Bankers Association headquarters. The agenda for each session will flow based on feedback from participants in the forum group. As necessary, subject matter experts will be brought in to cover specific issues and topics based on responses from the forum members.

This hybrid event will be offered to attendees In-Person at the IBA Center for Professional Development or Via Zoom as a completely Live Inter-active Program.

The Topics for each session will flow based on feedback from participants in the forum group. As necessary, subject matter experts will be brought in to cover specific issues and topics based on responses from forum members.

POSSIBLE FORUM TOPICS:
• Building a Retail Banking Branch and Culture
• Current Challenges with Growing the Retail Branch
• Performance Management: Metrics, Scorecards, Contracting for Improvement
• Business Development: Increasing the Pipeline, Small Business Strategies, Protecting Key Customers
• Improving and Maximizing the Customer Experience
• Employee Engagement and Development
• Emerging Products and Services
• Generating Revenue: Value Added, Cross Selling, Non-Interest Income, On-Boarding and Re-Boarding
• Balancing Regulatory and Compliance with Generating Revenue

BENEFITS OF THE FORUM:
• Improve your effectiveness as Retail Banking Officer
• Discuss current industry challenges with others in Retail Banking
• Form lasting relationships with other Retail Banking colleagues
• Solve your most pressing problems
• Grow professionally as well as personally
• Discuss with peers what works and what doesn’t

HOW THE FORUM WORKS:
• The Forum will meet three times during the year
• Several topics will be discussed at each session. Participants are strongly encouraged to suggest topics of interest
• Forum participants get the benefit of working with seasoned facilitators on a cost-saving basis
• A binder based on Forum topics is compiled for each group member

Speakers

2021 Speakers

SPEAKER:

Dianne Barton
President, Performance Solutions, Inc. (PSI)

Sponsors & Partners

2021 Partner

TRAINING PARTNERS:
• OnCourse Learning FINANCIAL SERCIVES
• CSB
• SBS institute
• ABA Training