Education & Events

January 22, February 19, March 19, April 23, May 19, June 18 - 1:00 p.m. to 4:00 p.m. CT

This annual 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.

Who Should Attend: 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.

Session 1: Money, Banking, and My Career

• Evolution of Money and Banking
• Types of Banks and Organizational Structures
• Roles and Responsibilities of the Board of Directors
• 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

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

Session 3: Banking Products and Services

• 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

• 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

• 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

• Stakeholder Service Excellence
• Growing the Bank

Facilitators
Christie Drexler is the President 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 Solutions, 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 two years. He has twelve years of direct 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 skillsets, build strong teams, and create cultures that maximize results for themselves and the banks they serve.

Full Series Per Person
IBA Member $995
Nonmember $1665