Education & Events

Virtual
May 3, 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.

Benefits

• 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

Facilitator

• Phillip Foster - Phillip Foster is Regional Vice President at SRM (Strategic Resource Management), an independent firm that helps financial institutions identify cost savings and new revenue potential in their contractual relationships. Phillip brings more than 15 years of experience in the financial institution and financial technology space.  Prior to his role as Regional Vice President at SRM, Phillip worked with financial Institutions at a global card processor as well as at Visa Inc., managing relationships with banks all across the United States. In his current role, Phillip utilizes his industry knowledge to deliver value across all business units and organizations and continues to position SRM as the premier provider of bottom-line enhancement strategies for financial institutions across the US and Canada.  Phillip and his team work with banks on cost reduction, vendor negotiations, contract management, and overall vendor strategy.
  Phillip holds an MBA from the University of Denver, and a BA from Arizona State University, and is a graduate of the Graduate School of Banking Colorado.  A proud native of Denver, CO, he, his wife, and three children live in Cherry Hills, CO.
   

Audience

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 Three Sessions)

IBA Members Only $600

Substitutions Permissible

Location

Virtual via Zoom