Education & Events

Live Streamed Via Zoom - January 23, February 20, March 20, April 24, May 22, and June 26, 2025 - 1:00 p.m. to 4:00 p.m. CT

This six-part, interactive, virtual learning series is designed to provide a complete overview of banking principles and operations. Each session is 3 hours in length. 

Audience
New bank employees in all roles/departments and bank directors new to banking, management trainees, and bank veterans who are looking to broaden their banking knowledge.

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Session 1: Money, Banking, and My Career - January 23

• Evolution of Money and Banking
• Types of Banks and Bank Organizational Structures
• Roles and Responsibilities of the Board of Directors
• Discovering Your Role as an Essential Service Provider
• Your successful Career in Banking
• Key Banking Divisions and Departments

Session 2: Banking History, Regulators, and Risk Management - February 20

• History of Banking in the United States
• Uniqueness of U.S. Banking System
• Roles and Responsibilities of Other Banking Regulators
• Current Banking related Hot Topics

Session 3: Banking Products and Services - March 20

• Assessing Bank Stakeholder Needs
• Defining the Customers of a Bank and Meeting Their Needs
• Deposit Products and Services
• Loan Products and Services
• Electronic Banking
• Trust, Investments, and Insurance
• Corporate/Investment Banking Products and Services

Session 4: How Banks Make Money and Risk Management - April 24

• Understanding Profitability, Liquidity, Cash Flow
• Breaking Down a Bank's Annual Report
• Risk Management and Safety and Soundness
• Bank Performance Metrics

Session 5: Banking Compliance Overview - May 22

• The Purpose of Laws, Regulations, and Your Compliance
• Compliance Management Fundamentals
• Banking and its Regulation
• The Banker's Responsibility in Preventing and Reporting Crime
• Security Regulations

Session 6: WOW! Service and Growing the Bank - June 26

• Stakeholder 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
• For the best training experience and learning results, virtual attendees are highly encouraged to have their video cameras on during training

Facilitators
Christie Drexler is the Owner of Drexler Consulting, LLC, a financial services consulting and training business focused on developing purpose-driven, competent, servant leaders in all roles of banking. In association with Performance Solution, Inc. and Dianne Barton, Christie has offered training and consulting services through Drexler Consulting, LLC, for the past five years. In addition, Christie has twenty-six years of direct experience in the financial services industry, working for both community and large regional banks. Her experience has been expansive to include successfully navigating retail and commercial banking careers. She has served as Division President, Market President, Chief Credit Officer, Chief Retail Officer, and Regional Sales & Service Manager. Christie has a B.S. in Finance from Berry College and an MBA from Georgia College and State University. She is a passionate facilitator and coach who strives to live the values and leadership strategies she teaches in her training programs. 

Josh Collins has been creating content and facilitating courses as part of the Drexler Consulting team for the past year and a half. He has twelve years of banking experience serving in various leadership roles in retail banking, human resources, and talent development. Josh's background includes developing and facilitating banking, customer service, and leadership and culture development training programs. Josh is a graduate of The University of Georgia and is SHRM-CP certified. Josh enjoys equipping and encouraging bankers to grow their personal skill sets and build strong teams and cultures to maximize results for themselves and the banks they serve. 

Full Series Per Person
IBA Member $995
Nonmember $1665