Archive for: Emerging Leaders

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BOLT Winter Leadership Summit

Join WBA and your fellow emerging leader banker peers from across Wisconsin for our annual BOLT Winter Leadership Summit! The summit will kick off on Wednesday, November 8 at 9:00 a.m. and adjourn at 3:00 p.m.

Interested in some extra networking time? Make plans to arrive on Tuesday, November 7 and join the optional pre-summit networking event!

Interested in developing your leadership skills? Looking to build and grow in your career in banking? Then BOLT is for you!

Click Register to visit the event website for the full summit details and to register online!

What is BOLT? BOLT stands for Building Our Leaders of Tomorrow and represents the emerging leaders section of membership within WBA. Membership in the BOLT Section is complimentary for all WBA members. Each member bank is encouraged to identify their emerging leaders and have them participate in BOLT as a part of their career development within the bank.

Who typically attends a BOLT Summit? The BOLT Summits bring together a wide variety of bankers in various roles and experience levels from all across Wisconsin. From entry-level roles to c-level staff, BOLT brings together 100+ Wisconsin community bankers in an energized environment focused on educating our current and future bank leaders, building networks and lifelong connections, and advocating for community banking.

Registration Information

Bank Member Registration: The registration fee of $150/attendee includes networking meals and breaks, general sessions, and access the summit mobile app.

Associate Member Registration: Associate Members are encouraged to send their emerging leaders as well! The same registration fee is available to WBA Associate Members. Interested in upgrading your presence? Register to be a summit sponsor to receive additional benefits and summit recognition!

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Understanding Bank Performance – Virtual Series

Providing a Strong Foundation for the Next Generation of Bankers

Hosted by the Washington Bankers Association, in partnership with the Wisconsin Bankers Association and several other states, this 8-part virtual series will provide your emerging leaders with the information they need to better understand your bank’s performance as a business.

Who Should Attend?

Participants will learn how to assess and analyze a bank’s financial performance by working with data from real institutions. Using financial statements from one sample financial institution along with statements from their own banks, participants will become familiar with the ins and outs of balance sheets and income statements and learn how to apply key performance metrics to the data presented in these documents.

Having learned how to interpret and analyze a bank’s financial statements, participants will gain deeper insight into the factors affecting bank performance. Later sessions in this course will address ways in which performance may be hindered or improved by funding strategies and risk management.

Ultimately, participants will be able to review a bank’s financial statements to identify strengths and weaknesses and be able to recommend changes that will lead to improved performance. In the final session of this course, participants will put what they have learned into practice. Participants will analyze a new data set, rate the bank’s performance and suggest strategic adjustments that might benefit the bank.

Series Dates & Courses:

  • October 30, 10:00 a.m. – Noon CT: Fundamentals of Financial Statements Part 1
  • October 31, 10:00 a.m. – Noon CT: Fundamentals of Financial Statements Part 2
  • November 6, 10:00 a.m. – Noon CT: Credit Metrics & Credit Quality
  • November 7, 10:00 a.m. – Noon CT: Funding & Liquidity
  • November 13, 10:00 a.m. – Noon CT: Capital & Bank Investments
  • November 14, 10:00 a.m. – Noon CT: Risk & Return
  • November 20, 10:00 a.m. – Noon CT: Capstone Overview
  • November 21, 10:00 a.m. – Noon CT: Proforma Capstone

Download the brochure to review the session descriptions and more details.

Registration Information:

Registration for this 8-part virtual series is $1,000/attendee. Registration will be managed by the Washington Bankers Association online.

Participants will be required to complete pre-work/homework assignments prior to each session. This prepares students to best understand the topics, challenges them to be proactive in their learning, and to seek out the advice of key individuals within their own institution when needed.

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Supervisor Boot Camp

The WBA Supervisor Boot Camp will start on Monday, October 16, 2023 at 9:00 a.m. and adjourn on Tuesday, October 17, 2023 by 4:00 p.m. 

An Intense Focus on Succeeding at Managing Others

You don’t master the art of supervision through luck, you master it with training, experience, self-learning, and staying on top of best practices. As a supervisor, you must have the attitude, aptitude, skill set, confidence, persistence, and commitment to excel in this multi-tasking, challenging role. Supervisor Boot Camp will help you build essential traits such as leadership, professional maturity, and emotional IQ.

With this in mind, InterAction Training has designed a compelling, two-day dynamic, interactive workshop just for you! The program includes exploring the coaching and leadership skills that lay out a plan for your success as a highly effective supervisor. You will find this experiential training opportunity invigorating, motivating and applicable to managing and supervising others.

Fast-Paced * Information Packed * Results Oriented * Dynamic * Interactive * Engaging

This two-day program is exactly what you are looking for if your bank strives to keep supervisors on the competitive edge! You will work and learn, share and listen, and go back eager to implement and make a difference.

Speaker: Vicki Kraai, CEO, InterAction Training

Monday Agenda, 9:00 a.m.–5:00 p.m.

Assessing Your Supervisor Effectiveness

  • Practice self-evaluation on 12 critical supervisory disciplines
  • Learn how to capitalize on the strengths and overcome the trouble spots of your styles
  • Learn how to interact effectively with other styles
  • Make effective choices to be successful and effective in any situation

Motivating Yourself and Others

  • Why do we do what we do, how to gain buy-in from your team
  • Understand yourself and others
  • Understand motivation
  • Describe what constitutes quality work
  • Explain Choice Theory
  • Illustrate coaching techniques
  • Express good questions using the WDEP system
  • Discover the value of an Action Plan

Tuesday Agenda, 8:00 a.m.–4:00 p.m.

Excelling at Leading, Supervising & Coaching

  • Help others achieve
  • Address difficult or uninspired team members
  • Manage resistance
  • Coach with positive confrontation
  • Solutions and creative alternatives to challenges you face
  • Manage your job: prioritizing, setting goals, establishing standards, planning
  • Relate to others: listening, organizing, communicating, giving and receiving feedback
  • Develop your team: training, coaching, delegating, appraising, counseling and disciplining
  • Think clearly: analytical thinking, problem solving, decision making and risk assessment
  • Your Action Plan: Identify what needs to improve and building your improvement plan

Building Performance Plans

  • Build collaborative performance plans with employees
  • Consider the causes of employee performance or behavioral issues
  • Understand the performance improvement plan process
  • Identify the leader’s role during performance plan execution

Registration Information: The registration fee of $535/attendee includes program registration, instruction and materials, online DiSC assessment test, and daily lunch and refreshment breaks.

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BOLT Summer Leadership Summit

Join WBA and your fellow emerging leader banker peers from across Wisconsin for our annual BOLT Summer Leadership Summit! The summit will kickoff on Thursday, June 15 at 9:30 a.m. and adjourn at Noon on Friday, June 16. Visit the Agenda page for a look at the full summit schedule!

Interested in developing your leadership skills? Looking to build and grow in your career in banking? Then BOLT is for you!

BOLT stands for Building Our Leaders of Tomorrow and represents the emerging leaders section of membership within WBA. Membership in the BOLT Section is complimentary for all WBA members. Each member bank is encouraged to identify their emerging leaders and have them participate in BOLT as a part of their career development within the bank.

Who typically attends a BOLT Summit?

The BOLT Summits bring together a wide variety of bankers in various roles and experience levels from all across Wisconsin. From entry-level roles to c-level staff, BOLT brings together bankers in an energized environment focused on educating our current and future bank leaders, building networks and lifelong connections, and advocating for community banking.

Registration Information

Bank Member Registration: The registration fee of $250/attendee includes networking meals and breaks, general sessions, breakout sessions, peer group discussions, and access to the summit mobile app.

Associate Member Registration: Associate Members are encouraged to send their emerging leaders as well! The same registration fee is available to WBA Associate Members. Interested in upgrading your presence? Register to be a summit sponsor to receive additional benefits and summit recognition!

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School of Bank Management

As WBA’s highest-level school, this program was designed to help your team become more well-rounded community bankers, learning about all the aspects of banking “as a business.” Attendees will bring back knowledge and thoughtful discussion to your bank following a full week of education and networking with other community banking leaders!

Many banks will send staff to this school in preparation for future attend at the Graduate School of Banking at UW-Madison. Most of this school’s faculty members are also GSB faculty members and alumni. Graduates of the WBA School of Bank Management will be eligible for future scholarships from WBA and the Prochnow Educational Foundation to be used for the Graduate School of Banking 25-month program.

About the School

The WBA School of Bank Management will start on Monday, May 8, 2023 at 8:30 a.m. and adjourn on Friday, May 12, 2023 by 4:00 p.m.

In today’s ever-changing, turbulent banking environment, it is important for bankers – especially those who have potential to rise within the institution – to have a clear understanding of the bank as a whole. The WBA School of Bank Management will provide bankers with:

  • An enhanced understanding of banking as a business.
  • Increased analytical skills and management techniques.
  • A well-rounded understanding of critical banking functions, their interrelationships and the determinants of profitability.
  • An opportunity to provide better customer service to internal and external bank customers through expanded knowledge and ability.
  • An awareness of the changing banking environment.
  • A self-assessment to learn your leadership style and find opportunities for growth and improvement.

Curriculum Includes

  • The Business of Banking: identifying components of the bank’s balance sheet and income statement, key ratios and profitability analysis.
  • NEW for 2023: Digital Banking
  • Economics, Money and Market: introduction to monetary policy, understanding of yield curves and interest rates, and a look at economic trends and the impact of a rising rate environment.
  • Understanding Your Bank’s UBPR: identifying and understanding key components of your bank’s Uniform Bank Performance Report.
  • The Lending Function of a Bank: provide an understanding of portfolio growth and management, importance of documentation, lending’s impact on the bank’s balance sheet and income statement, and processes of analysis and spreading, pricing and funding.
  • Bank Human Resources: outlines the functions and responsibilities of both the human resources department and key managers.
  • Compliance Management & Bank Operations: introduction to the regulatory and examination processes, as well as overall bank operations and risk management.
  • Bank Marketing: focus on the role of the marketing function in the bank’s strategic planning and profitability.
  • Asset/Liability Management: develop an awareness of the sources and uses of bank funds, and the factors that must be considered in effective management of bank assets and liabilities.
  • Leader’s Self-Assessment: creating self-awareness of your leadership/management styles and identifying opportunities for growth.

Who Should Attend?

This school has been designed for bank emerging leaders, management trainees, experienced bank managers who are new to the banking industry, and bankers interested in pursuing a career in bank management and leadership.

Many bankers will attend this school as a way of preparing for future enrollment in the Graduate School of Banking program.

Registration Information

The registration fee of $1,395/attendee includes program registration, instruction and materials, and daily lunch and refreshment breaks.

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questions@wisbank.com

608-441-1200

4721 S Biltmore Ln.
Madison, WI 53718

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