Operations Forum


Hybrid Event  
Wednesday, November 29, 2023 10:00 AM - 2:00 PM   iCalendar Central Standard Time

Hybrid Delivery Options (select your preference when registering)

IBA Center for Banking Excellence, Springfield OR Live-Streamed
November 29, 2023 ~ 10:00 a.m. - 2:00 p.m.

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

Potential 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

Facilitator
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.

Fee Per Person 
Members Only $200

Substitutions Permissible

Hybrid Event  

Map & Directions