Essentials of Banking Series

Virtual Learning  
Thursday, April 20, 2023 9:00 AM - 4:00 PM   iCalendar Central Standard Time

Live Streamed Via Zoom
January 26, February 16, March 23 and April 20, 2023 - 9:00 a.m. to 4:00 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 series is a must for the new bank employee, bank veterans who are looking to deepen their banking knowledge, and any and all bank staff with up to five years’ experience in the industry.


  • 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
  • Understand the variety of banking career opportunities
  • Improve cross functional contributions and performance
  • Receive takeaways, assignments and action items
  • Much, much more!

Session 1: Overview of Banking

•    Evolution of 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

•    Types of Financial Institutions
•    Bank Leadership
•    Banking Business Operations and Responsibilities
•    Compliance Management Fundamentals
•    Bank Examinations
•    Key Products and Services

Session 3: Credit and the Banking Business

•    Key Credit Products and Services
•    Lending Process
•    Banking Business
•    Financial Statements
•    Bank Performance Metrics
•    The Annual Report
•    Bank Performance Reporting

Session 4: Safeguarding the Bank; Providing Exceptional Service; Growing the Bank

•    Ethics in a Sound Banking System
•    Corporate Governance
•    Security Regulations
•    AML/BSA and Safeguarding the Bank
•    The Customer Experience
•    Growing the Bank

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 the team 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 expansive 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 she 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.

IBA Member
Individual program $265

Individual program $445

Substitutions Permissible

Virtual Learning