Archive for: Retail Banking

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WBA Branch Manager Boot Camp

The WBA Branch Manager Boot Camp will include 4 virtual half-day sessions. Sessions will be held on Zoom from 8:00–11:00 a.m. CT on September 20; October 25; November 15; and December 13.

About the Program

Want to grow your total assets in excess of 20% year-over-year? Wish to grow your deposit base by more than 20%? Then consider an investment in training your branch managers in our Branch Manager Bootcamp!

What does your branch have that alternate branch channels and non-bank competitors don’t? The branch has you and your people. As the number of branch transactions continues to fall, community banks and credit unions must reassess the role of the branch manager. Companies must invest in the manager, giving him or her the right people, tools, client goals, and sales goals, and step back and watch the results change into a dynamic source of profitability.

This exciting, four-part series will focus on the next generation manager who will be leading the transition to client relationship management, and to managing an active advisory environment for the client to achieve financial goals. The next generation manager will be leading this vital transformation.

The program will focus on the critical skills and expectations that need to be developed to ensure that the next generation branch manager will exceed expectations and goals set for him or her. Participants will engage in discussions, small group activities, and skills practices to ensure that ideas are shared and learning is entertaining and adopted.

Who Should Attend?

New and experienced Branch Managers, Assistant Branch Managers, Teller Supervisors, Lead Frontline Professionals, and any professional aspiring to lead the team in a retail branch.

About Our Boot Camp Facilitator

Jennie Sobecki is the owner and CEO of Focused Results, a sales and marketing strategy, consulting and training firm concentrating on results-driven process consulting and training experience in community banks and other financial institutions. An expert in designing and implementing sales efforts and processes, Sobecki designs solutions to drive top line growth through better utilization and training of existing sales forces, including sales management.

Sobecki is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Before joining Focused Results, Sobecki was director of sales and marketing for a $3 billion bank holding company, sales manager for a high-performing mid-level Indianapolis bank, and director of corporate training for a large Midwest insurance company.

Registration Information: The registration fee of $800/attendee includes program registration for each of the four sessions, instruction and electronic materials. Upon completion of all four sessions, attendees will receive a certificate of completion for the Branch Manager Boot Camp.

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WBA Principles of Banking

Principles of Banking is intended to give those who are new to banking a general understanding of the industry. Recognized as the most comprehensive introduction to the banking industry for over 40 years, it introduces fundamental banking concepts and principles, the basics of how banks operate as service providers and businesses, their obligation to operate in a safe and sound manner and manage risks, and the responsibilities of bank employees in a customer-focused financial services environment.

WBA will host the course in two locations during the fall of 2023, each being a two-day session starting at 8:30 a.m. and adjourning at 4:30 p.m. daily.

  • September 26–27, 2023 at the Wisconsin Bankers Association Office in Madison, WI
  • October 25–26, 2023 hosted by CCFBank at the Cranberry Country Lodge in Tomah, WI

Instructor:
Peggy Zickert, VP/regional operations leader, National Exchange Bank & Trust

Who Should Attend?
This course is recommended for personnel new to banking at all levels or those who just need a refresher.

Registration Information:
The registration fee of $550/person includes all workshop materials, a hard copy of the 12th edition Principles of Banking textbook, and daily refreshment breaks and lunch. Register early as space is limited!

Refund Policy: A refund, less a $150 administrative fee, is provided for written cancellations received by WBA 10 or more business days before the start of a school. All requests for cancellations or substitute registrations must be provided in writing to WBA Education.

Course Credit:
Principles of Banking may be applied to many ABA Certificate and Diploma online programs. This course is recommended for one ABA Credit.

Need a Hotel Room?
We do not have a hotel room block for the school. However, there are many hotels nearby both locations. Please contact the education department if you have any questions or concerns.

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WBA Personal Banker School

The WBA Personal Banker School will start on Tuesday, November 14, 2023 at 9:00 a.m. and adjourn on Wednesday, November 15, 2023 by 4:00 p.m. The school will be held at the WBA Office in Madison!

This school has been designed to get personal bankers up to speed quickly by providing them with the techniques and knowledge they need to successfully sell, cross sell, refer, and service the banking industry’s ever expanding list of financial products. Attendees will leave the school better equipped to provide your customers with exceptional product knowledge and customer service.

Curriculum Includes:

  • Compliance Overview: focusing on regulations and laws that every personal banker should know.
  • Account Titling: covering individual and joint accounts, trusts, minor accounts, POAs, PODs, and business accounts.
  • Understanding the Financial Side of Banking: understanding the business of banking and the retail bankers role in overall bank profitability.
  • Building & Maintaining Relationships: assessing customer needs, identifying opportunities, and building relationships with your customers.
  • Steps for Successful Sales, Cross-Sells, and Referrals
  • Kick Starting High Performance: understanding your role at the bank and having the skills that are necessary to achieve your goals and exceed performance expectations.
  • Group case study and in-class activities to apply what you have learned.

School Faculty:

  • Scott Birrenkott, director – legal, Wisconsin Bankers Association
  • Jennifer Pieper, senior facilitator/assistant vice president, BMO Harris Bank

Who Should Attend?
This school was developed for Personal Bankers, New Accounts Personnel, and others who manage retail account relationships. Both new and experienced staff will benefit.

Course Requirements:
Attendees will be expected to attend and participate in all school sessions, complete all pre-school assignments, and participate actively in group and class discussions.

Registration Information:
The registration fee of $495 includes program registration, instruction and materials, and daily lunch and refreshment breaks.

Refund Policy: A refund, less a $150 administrative fee, is provided for written cancellations received by WBA 10 or more business days before the start of a school. All requests for cancellations or substitute registrations must be provided in writing to WBA Education.

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FLEX Retail & Marketing Summit

Join WBA and your fellow Retail, Sales, and Marketing peers from across Wisconsin for the gathering of the WBA FLEX Retail & Marketing Summit! The Summit will kickoff on November 15 at 9:30 a.m. and adjourn at Noon on November 16.

Bank Member Registration:

The registration fee is $350 for the first attendee. Additional attendees from your bank can register for $300/attendee.

Registration includes networking meals and breaks, general sessions, breakout sessions, and access to the conference mobile app. Day Two Only Registration is $100/per attendee. *To receive the published discount, you must register everyone at the same time.

Associate Member Registration:

Associate Members are encouraged to send their staff as well! The same registration fee is available to WBA Associate Members.

Interested in upgrading your presence? Register to be a conference sponsor to receive additional benefits and conference recognition!

This Conference is for your Retail Bankers, Sales/Marketing Bankers, and Financial Literacy Bankers.

Associate Member & Exhibitor Registration Information

WBA Associate Members can register to exhibit at the conference ($600/booth including 2 attendees; $250/additional booth attendee) or register as a non-exhibiting conference attendee ($350/attendee).

Visit the Information for Exhibitors/Sponsors page for more details on exhibit and sponsor opportunities! Please contact WBA’s Nick Loppnow for more information.

Non-members are welcome to register to exhibit at the conference at the non-member rates ($1,000/booth including 2 attendees; $250/additional booth attendee)

Interested in upgrading your presence? Register to be a conference sponsor to receive additional benefits and conference recognition!

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Personal Banker School

The WBA Personal Banker School will start on Tuesday, May 2, 2023 at 9:00 a.m. and adjourn on Wednesday, May 3, 2023 by 4:00 p.m.  The school will be held at the Holiday Inn in Rothschild.

This school has been designed to get personal bankers up to speed quickly by providing them with the techniques and knowledge they need to successfully sell, cross sell, refer and service the banking industry’s ever expanding list of financial products. Attendees will leave the school better equipped to provide your customers with exceptional product knowledge and customer service.

Curriculum Includes:

  • Compliance Overview – focusing on regulations and laws that every personal banker should know.
  • Account Titling – covering individual and joint accounts, trusts, minor accounts, POAs, PODs, and business accounts.
  • Understanding the Financial Side of Banking – understanding the business of banking and the retail bankers role in overall bank profitability.
  • Building & Maintaining Relationships – assessing customer needs, identifying opportunities and building relationships with your customers.
  • Steps for Successful Sales, Cross-Sells, and Referrals
  • Kick Starting High Performance – understanding your role at the bank and having the skills that are necessary to achieve your goals and exceed performance expectations.
  • Group case study and in-class activities to apply what you have learned.

School Faculty:

  • Scott Birrenkott, Director of Legal, Wisconsin Bankers Association
  • Jennifer Pieper, Senior Facilitator/Assistant Vice President, BMO Harris Bank

Who Should Attend?
This school was developed for Personal Bankers, New Accounts Personnel and others who manage retail account relationships. Both new and experienced staff will benefit.

Course Requirements:
Attendees will be expected to attend and participate in all school sessions, complete all pre-school assignments, and participate actively in group and class discussions.

Registration Information:
The registration fee of $495 includes program registration, instruction and materials, and daily lunch and refreshment breaks.

Refund Policy: A refund, less a $150 administrative fee, is provided for written cancellations received by WBA 10 or more business days before the start of a school. All requests for cancellations or substitute registrations must be provided in writing to WBA Education.

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GSB – A Beginners Guide to Asset/Liability Management

It is universally understood that asset/liability management (ALM) is a critical function for management of your financial institution’s performance. Understanding and measuring the financial risks and the associated rewards is the essence of financial management.

Industry interest margins have been under downward pressure due to lower interest rates and increased competition. Properly deploying the ALM process to measure and more importantly, MANAGE, your performance and risks to your institution’s return has never been greater.

This course provides attendees with a basic understanding of the asset/liability management process. We cover the role of asset/liability Management (ALM) in good decision making, as well as the fundamental components to an effective ALM process to measure and manage key risks.

This will cover:

  • The role of the ALM process in financial institutions
  • Options to measure risks we care about in the ALM process
  • Measurements do we use to address ALCO risks

After attending, participants will:

  • Understand the overall framework of Asset/Liability Management
  • Be able to analyze the key risk areas ALCO must manage
  • Explain the role of income simulation, duration and economic value measures
  • Explain the different between static and dynamic value at risk measurements
  • Define Income at risk and value at risk
  • Understand the role of liquidity risk management
  • Outline key variables impacting the results

Target Audience: ALCO members, CEOs, CFOs, chief retail, chief risk officer, controllers, funding officers. This session is intended for individuals that are new to the ALM process

This 60-minute program will be presented live on: October 11, 2023, 10:00–11:00 a.m. CT

Presenter: Susan Sharbel, Abrigo

Registration Option: Live presentation $275

Recording available through January 11, 2024

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GSB – Net Interest Margin Volatility

For many asset/liability managers, the thought of rising rates is nothing but a history lesson. After decades of declining and low interest rates, financial institutions have come to grips that gravity is a real force on their net interest margin performance. Falling rates = falling profits. History says that as rates rise, so too will financial institutions earnings. But examining the rising rate period between 2016–18 we must ask if what came down, must go back up? Asset/Liability Management is about actively managing risk levels for performance goals. In this session we will examine how your ALCO can drive performance, not simply compliance. With increased competition for strong borrowers and core depositors, it is time to enhance the role of ALCO measuring & managing risk to look at the long-term profitability of your institution.

Target Audience: CEOs, CFOs, ALCO members, controllers, chief risk officer, chief retail, funding officers.

This 60-minute program will be presented live on: May 24, 2023, 2:00–3:00 p.m. CT

Presenter: Dave Koch, Abrigo

Registration Option: Live presentation $275

Recording available through August 24, 2023

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GSB – Digital Banking School

Banking continues to evolve — and as consumer preferences have moved from lobby to service multi-channel, multi-touch interactions, the demand for digital banking services has grown exponentially.

This shift — plus pressure from new and non-traditional competitors for all types of financial services — has led to an entirely new banking landscape. To remain competitive today — and viable tomorrow — community banks need to devote attention, staffing and financial resources to innovation, digital product mix, online customer engagement, technological advances, vendor partnerships and more.

GSB’s Digital Banking School is the first school of its kind — focused exclusively on demystifying these sometimes-intimidating topics — to help community banks move into and/or grow in the digital banking space.

This immersive experience will showcase the key elements of a bank’s effective digital strategy and will be led by industry thought leaders who are experts in digital banking and innovation.

What You’ll Gain

  • Defining the Game
  • Get off the Sidelines — Why Digital Banking?
  • Which Version Do You Want to Play?
  • Create Your Team — The People Factor in Digital Banking
  • What Equipment Do You Need?
  • Building the Foundation to Help You Achieve Digital Banking Success
  • Promoting Your Digital Bank and Building Your Brand
  • Technology & Risk: Cybersecurity Challenges

Who Should Attend

Given the scope of all that’s involved in digital banking, we encourage broad participation across all various areas of the bank — and that’s why we’ve priced this school with a single, affordable per-bank fee. We encourage community bank CEOs to attend, along with leadership teams from operations, retail strategy, lending, business development, marketing, technology, project management, cybersecurity and compliance. All will benefit from the program and be better positioned to make the important shifts that drive digital banking success.

When: April 3–27, 2023

Program Fee: $3,300/bank

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Branch Manager Boot Camp

The WBA Branch Manager Boot Camp will include 4 virtual half-day sessions. Sessions will be held on Zoom from 8:00–11:00 a.m. CT on February 2, March 2, March 23, & April 27, 2023.

About the Program:
Want to grow your total assets in excess of 20% year-over-year? Wish to grow your deposit base by more than 20%? Then consider an investment in training your branch managers in our Branch Manager Bootcamp!

What does your branch have that alternate branch channels and non-bank competitors don’t? The branch has you and your people. As the number of branch transactions continues to fall, community banks and credit unions must reassess the role of the branch manager. Companies must invest in the manager, giving him or her the right people, tools, client goals, and sales goals, and step back and watch the results change into a dynamic source of profitability.

This exciting, four-part series will focus on the next generation manager who will be leading the transition to client relationship management, and to managing an active advisory environment for the client to achieve financial goals. The next generation manager will be leading this vital transformation.

The program will focus on the critical skills and expectations that need to be developed to ensure that the next generation branch manager will exceed expectations and goals set for him or her. Participants will engage in discussions, small group activities, and skills practices to ensure that ideas are shared and learning is entertaining and adopted.

Who Should Attend:
New and experienced Branch Managers, Assistant Branch Managers, Teller Supervisors, Lead Frontline Professionals, and any professional aspiring to lead the team in a retail branch.

Registration Information: 
The registration fee of $800/attendee includes program registration for each of the four sessions, instruction and electronic materials. Upon completion of all four sessions, attendees will receive a certificate of completion for the Branch Manager Boot Camp.

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GSB – Prospecting: Get More Meetings with the Prospects You Want

Wouldn’t it be great if new customers walked into the branch or called your bank every day? Unfortunately, no amount of clever marketing can make that consistently happen, unless you were promoting the lowest loan rates in town and we know that’s not sustainable.

Successful bankers proactively outreach to new customers and seek meetings with them to explore new business opportunities. They know who they want to meet and proactively encourage them to share their financial needs, challenges and goals.

Gaining meetings with prospects does not need to be a difficult or scary task. By creating highly motivational prospecting scripts, or by confidently asking for referrals, you will be filling your calendar with new customer meetings in no time.

During this insightful webinar, Joe Micallef will share his successful strategies and scripts for consistently gaining more meetings with the prospects you want.

This 90-minute presentation will cover the following areas/topics:

  • How to Create a Meaningful Target (Prospect) List
  • How to Motivate Targets (Prospects) to Meet You
  • Develop an Effective Prospecting Cadence (Habit)
  • Build Committed Relationships with Referral Partners
  • How to Consistently Gain Referrals

Target Audience: Commercial bankers, mortgage lenders, financial planners, retail officers

Presenter: Joe Micallef, Grow Up Sales Consulting

Registration Option: Live presentation $330

Recording available through January 9, 2024

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questions@wisbank.com

608-441-1200

4721 S Biltmore Ln.
Madison, WI 53718

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