Education & Events

The Supervisory and Performance Management Virtual Workshop is a one-day, interactive, live virtual training for managers and aspiring managers seeking to acquire or develop their management and leadership skills and to optimize individual and team performance.

Who Should Attend
All managers, supervisors, and aspiring bank managers/supervisors at all levels of experience. Candidates for this training include Human Resource Managers and HR Team Members, Executives and Senior-Level Managers, Branch Managers and Assistant Branch Managers, Customer Service Managers, Sales and Service Managers, Deposit and Loan Operations Managers, Head Tellers/Universal Bankers, and all Team Leaders and Department Managers.

Benefits

• Implement growth plans for team member development that are aligned with bank goals
• Establish and communicate vision, purpose, and values
• Align strategies and consequences for your team
• Define and implement a high-performance culture
• Effectively address underperformers with accountability processes
• Hire, promote, retain, and cultivate top talent
• Balance serving your team members and protecting the bank
• Prepare to have productive, difficult conversations
• Increase team engagement to improve productivity and results
• Understand how to clearly address and document performance gaps
• Reduce your management stress
• And much more!

Agenda

• Not Only Management but Leadership
• Four Key Skills of Great Leaders
• Effectively Providing Positive and Constructive Feedback
• Performance Management Tools for the New Workforce
• Coaching, Counseling, and Constructive Discipline
• Coaching for Impact, Connection, and Results
• Documenting Performance to Engage Behavioral Change and Protect the Bank
• Hiring, Promoting, and Retaining Top Talent
• Interview Effectively: The Legalities and Best Practices
• Understanding the Manager’s Role in Creating Team Member Engagement
• Key Needs and Motivations of Today’s Workforce
• Prioritizing Leadership and Action Planning

Facilitator
Josh Collins is President and owner of Driven By Values, LLC, bringing twelve years of direct banking experience in leadership roles spanning retail banking, human resources, and talent development. In addition, he has also developed and facilitated training content as part of the Drexler Consulting team since 2023. In 2027, Josh is launching his consulting business and continuing his collaboration with Drexler Consulting, offering training as an independent contractor. Josh’s expertise includes developing and facilitating general banking, retail banking, customer service, and leadership and culture development training programs. He also provides one-to-one professional leadership coaching services to banking leaders. Josh is a graduate of The University of Georgia and is SHRM-CP certified. He is passionate about 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.

Per Person Fee
IBA Member    $265
Nonmember    $445