Finding More Time: Planning, Prioritization, and Productivity Strategies for Bankers


Virtual Learning  
Tuesday, August 23, 2022 9:00 AM - 4:00 PM   iCalendar Central Standard Time

Bankers are busier than ever! This workshop focuses on the essential strategies of highly productive bankers. Before the pandemic, banks were already focused on improving efficiency ratios and “doing more with less.” Since the pandemic, staffing has become even leaner, while responsibilities and to do lists have continued to expand. Now, more than ever, to be successful, all bankers must be laser focused on determining their priorities, managing their time, and reducing clutter and distractions.

Program Benefits

  • Improve job performance and personal success.
  • Stop feeling overwhelmed and gain greater focus and clarity.
  • Take control of your work.
  • Overcome internal resistance and accomplish what you desire most.
  • Become more present and build stronger business relationships.
  • Build your patience and significantly reduce hurry.
  • End each work week with a feeling of accomplishment.
  • Create more time for family, friends, and fun.

Key Objectives

  • Identify the reasons you are not as productive as you need to be.
  • Develop a personalized tracking system to help you keep up with your commitments, projects, and good intentions.
  • Implement the four D’s: Do it now; Delegate it, Designate it, Discard it.
  • Say “No” with empathy and clarity.
  • Focus on what will bring the results you desire.
  • Execute your most important priorities and goals.
  • Eliminate distractions, take control of emails, and manage other interruptions.
  • Plan your day, your week, your quarter and beyond.
  • Create a daily time budget.
  • Prioritize organization.
  • Set aside time for deep work and multiply your productivity.
  • Break and rest your way to greater success.
  • Communicate effectively, gain agreement, and build cooperation with your manager and with your team members.
  • And Much More!

Facilitator
Christie Drexler has over 26 years of experience in the financial industry, serving community and regional banks. Her experience has been expansive to include successfully navigating retail, operations, treasury services, and commercial banking careers. She has served as Chief Retail Officer, Chief Credit Officer, and Market/Division President. Christie is a passionate facilitator and coach with a focus on developing competent, caring, and impactful leaders in all roles of banking.

Fee Per Person
Member $265
Nonmember $445

Virtual Learning  

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