Operations Peer Group

Virtual Learning  
Friday, August 02, 2024 - Friday, November 01, 2024   iCalendar Central Standard Time

August 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

Scott Eaton, Vice President, Business Development, Strategic Resource Management (SRM) has 20+ years of vendor contract negotiation experience. He specializes in high-value projects for financial institutions including credit/debit card branding and payments processing, technology, and operations, contributing to the grown and expansion of SRM's overall operational footprint which now extends to the United Kingdom and Europe.

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 Two Sessions)
IBA Members Only $400
Substitutions Permissible

Virtual via Zoom

Virtual Learning