Operations Peer Group

Virtual Learning  
Friday, May 03, 2024 - Friday, November 01, 2024   iCalendar Central Standard Time

May 3, September 2 and November 1, 2024 ~ 10:00 a.m. - 2:00 p.m.

For a bank to run its operations effectively, reduce costs, and decrease transaction errors, its staff must be well-versed in the fundamental principles governing bank operations.


  • Network with fellow bankers, fostering professional connections and potential collaborations
  • Enhanced operational efficiency
  • Improved customer service
  • Discuss business growth and development strategies, including the development and implementation of institutional goals, special projects, and community development initiatives to drive growth and profitability
  • Benefit from expert facilitation to ensure productive and meaningful discussions, guiding conversations towards actionable insights and outcomes
  • Cover a wide range of relevant topics through a comprehensive agenda, ensuring participants gain insights into various aspects of bank operations
  • And much more…

Possible Discussion Topics

  • Deposit and balance sheet strategies
  • Customer service
  • Vendor management
  • Call center management
  • Debit card management
  • Deposit products
  • Business growth/development
  • Development and implementation of institutional goals
  • Special projects
  • Community development
  • Policy and procedural development/enhancements
  • Customer experience
  • Efficiency
  • Company culture
  • Cross-selling
  • And much more…

Technology Requirements

  • Have Zoom virtual meeting access 
  • Interact with facilitators and all participants in a live, virtual environment
  • Actively participate in live and chat discussions
  • Have full, working computer microphone, camera, and speakers or phone access
  • Keep cameras on for the duration of the program


  • Paul Davis - Director & Market Intelligence at Strategic Resource Management, has over 20 years of experience following financial institutions. Before joining SRM, Paul was editor of community banking and M&A at American Banker, supervising the publication’s coverage of banks with up to $20 billion of assets.


Operations Managers/Directors/Officers, Deposit Operations Managers, Customer Service Managers, Business Development Managers, Compliance Managers (especially those focused on operational compliance), etc.


Fee Per Person (Includes Three Sessions)

IBA Members Only $600

Substitutions Permissible



Virtual via Zoom

Virtual Learning