Essentials of Banking Series

Virtual Learning  
Thursday, January 25, 2024 - Thursday, April 25, 2024   iCalendar Central Standard Time

Live Streamed Via Zoom - January 25, February 15, March 28, and April 25, 2024 - 9:00 a.m. to 3:00 p.m. CT

The IBA is pleased to offer the Essentials of Banking Series, designed to provide a complete overview of banking principles and operations. This four-part interactive series is designed to provide a complete overview of banking principles and operations. These sessions are a must for all new bank employees and bank directors new to banking, management trainees, and bank veterans who are looking to broaden their banking knowledge and any and all bank staff with up to five years of experience in the industry.  While it is recommended that participants attend the full series, each session’s material stands alone.


  • Establish a strong foundational knowledge of banking in the United States
  • Expand banking skills and knowledge in a focused learning environment
  • Interact and network with other bankers in a virtual environment
  • Understand the variety of banking career opportunities
  • Improve cross-functional contributions and performance
  • Prepare for Graduate Schools of Banking

Session 1: Overview of Banking - January 25

  • Discovering Your Role as an Essential Service Provider
  • Evolution of Money and Banking
  • The Federal Reserve as the Central Bank of the United States (FED)
  • U.S. State and Federal Financial Institution Regulatory Agencies
  • Banking and Its Regulation

Session 2: Business Operations and Management - February 15

  • Types of Banks and Banking Organizational Structure
  • Roles and Responsibilities of the Board of Directors
  • Key Banking Divisions
  • Key Banking Departments
  • Compliance Management Fundamentals
  • Bank Examinations
  • Deposit Accounts
  • E-Banking and Treasury Management Products and Services

Session 3: How Banks Make Money and Risk Management - March 28

  • How Banks Make Money
  • The Bank’s Annual Report
  • Overview of Lending
  • Risk Management and Safety and Soundness
  • Bank Performance Metrics

Session 4: Safeguarding the Bank and Its Stakeholders and Growing the Bank - April 25

  • Ethics in a Sound Banking System
  • Corporate Governance
  • Security Regulations
  • The Banker’s Responsibility in Preventing and Reporting Crime
  • Customer Service Excellence
  • Growing the Bank

Program Requirements

  • Have Zoom virtual meeting access with audio
  • Interact with the facilitator and other participants in a live, virtual environment, including chat discussions
  • Actively participate in all activities and exercises and complete assignments
  • Have full, working computer microphone and speakers or phone access
  • Although not required, for the best training experience and learning results, attendees are highly encouraged to have their video cameras on during training. 

Christie Drexler is the Senior Consultant and Facilitator for Performance Solutions, Inc., a bank training and consulting company that specializes in providing "real-world" solutions to the key challenges facing banks today in developing teams and building profitable relationships. Christie has over 26 years of experience in the financial industry for community, regional, and national banks. Her experience has been extensive to include successfully navigating both retail and commercial banking careers. Her past roles include Commercial Banker, Regional Sales Manager, Chief Retail Officer, Chief Credit Officer, and Market/Division President. Christie has an MBA with Georgia College and State University and is a John Maxwell Team Certified Trainer, Coach, and Speaker. Christie is a passionate facilitator and coach with a focus on developing leaders in banking.

Full Series Per Person IBA Member $995 | Nonmember $1665
Individual Programs Per Person IBA Member $265 | Nonmember $445

Substitutions Permissible

Virtual Learning