Archive for: Supervisor

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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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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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GSB – Perform How You Transform: Digital Transformation and Risk Management

For financial institutions, digital transformation is about rethinking how the organization uses technology, processes, and people to offer new services and improve customers’ experience. But digital transformation typically means utilizing various technologies, cloud services, mobile applications, and technology providers. This adds complexity and changes the way that financial institutions must think about risk management and compliance. In this session, we will discuss how to manage cybersecurity risk and prepare for digital transformation.

Program Learning Objectives:

  • Get an overview of how financial institutions are transforming digitally
  • Gain an understanding of the challenges for Risk and Compliance
  • Become familiar with questions to determine if your institution is ready for digital transformation from a risk/compliance perspective
  • Become familiar with the “shared responsibility” model

Target Audience:  Human resource officers, supervisors, CEOs

Presenter
Jeff Olejnik, Wipfli

Registration Option

  • Live presentation $275
  • Recording available through July 13, 2023
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GSB – Organizational Culture: A Key to a High Performing Bank

Culture has become a top priority for leaders as banks navigate change and look for ways to improve business results and long-term effectiveness. Culture impacts everything from attracting and retaining talent to problem solving to team collaboration to customer service to the achievement of business strategies. Unfortunately, culture is not readily understood by the leaders charged to advance the desired culture by the bank. They are often simply asked to change it without the benefit of understanding what the cultural gaps may be and/or what levers for change on which to focus. We will provide insights into what really drives culture, how it can be assessed, where leaders can focus attention to have the greatest impact, and touch upon the difference between culture and employee engagement. Cultural change is possible!

Learning Objectives:

  • Develop an understanding of the leader’s role in fostering a positive culture
  • Understand the types of culture found in organizations
  • Explore initiatives to implement with a positive cultural impact

 Target Audience: Human resource officers, supervisors, CEOs

This 60-minute program will be presented live on: April 19, 2023, 10:00–11:00 a.m. CT

Presenter: Julia Johnson, Wipfli

Registration Option: Live presentation $275

Recording available through July 19, 2023

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GSB – How to Effectively Manage Your Virtual Team

Leaders today are having to adapt to the new normal way of working. It is important for managers to develop an effective structure around their ability to virtually manage their direct reports. If leaders cannot physically see what people are doing, they wonder whether someone is actually working.

In this webinar managers will acquire skills to:

  • Set clear expectations on what it means to work virtually
  • Build a structure to consistently  communicate with team members
  • Be visible
  • Promote opportunities to involve others
  • Identify ways to maintain the culture
  • Incorporate “fun” where you can

Target Audience:  Anyone responsible for managing individuals working remotely

This 90-minute program will be presented live on: April 14, 2023, 9:30–11:00 a.m. CT

Presenter: Patrice McGuire, McGuire Business Partners

Registration Option: Live presentation $330

Recording available through July 14, 2023

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GSB – Onboarding Your New Hire — An Experience or an Afterthought?

What does onboarding look like in your organization? What do you want it to look like? Onboarding should not be an afterthought as it is the new hire’s first impression of the company they are going to work for.

How do you check all the required boxes while still maintaining the interest of your new hire? Wow them with a genuine interest and care in their success with your bank. Learn how to excel at new employee onboarding seeing everything through the lens of the new hire.

Raise the bar when it comes to engaging and training new hires. Aimed at management and anyone that hires, trains, and onboards new employees.

What we will cover:

  • How to set the tone for success
  • Creating an engaged environment from the start
  • Best practices for successful onboarding
  • Set the stage for employee engagement
  • Customizing the new hire experience
  • On-going coaching and support – what does this look like?
  • Review a template that works

Target Audience: All managers and supervisors who hire and onboard employees. Anyone responsible for the onboarding process.

This 90-minute program will be presented live on: April 5, 2023, 2:00–3:00 p.m. CT

Presenter: Vicki Kraai, InterAction Training

Registration Option: Live presentation $330

Recording available through July 5, 2023

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GSB – Employment Law Compliance for Banks

This interactive session will include a review and update of the most important areas of employment law, current issues, and proposed employment laws that employers need to be aware of, with particular emphasis and application to banks and their employees. Preventive measures to avoid litigation and practical advice for bank policies and procedures will be provided. Recent developments in federal law and federal agency regulations will be addressed. Participants are encouraged to ask questions in any area of employment law.

The following topics will addressed in this virtual workshop:

  • Recent developments in employment law
  • Greatest risks and how to prevent them
  • Policies and procedures
  • Hiring and termination procedures
  • Leaves of absence
  • Discrimination and harassment — proper procedures and policies to avoid liability

 Target Audience: Human resource officers, supervisors, CEOs, and general counsel or in-house legal counsel

This virtual workshop will be presented live on: May 3, 2023, 8:30 a.m.–12:00 p.m. CT

Presenter: Patty Wise, Spengler Nathanson, P.L.L

Registration Option: Live presentation $395

Recording available through August 3, 2023

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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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BSA and Cryptocurrency: What You Need to Know

Everyone is in on cryptocurrencies whether you know it or not. Have you done your risk assessment? Made an action plan? Know how to look for red flags? Do you know how to apply the travel rule? If not, this program is for you. This program is designed for community banks that are being affected by virtual currency at some level.

What You’ll Learn

  • Presidential Executive Order
  • Risk Assessment
  • Action Plan
  • Red Flags for Money Laundering and Terrorist Financing
  • Block Chain Analysis — catching the crooks
  • Filing SARS on crypto
  • Notifying your regulator

Who Should Attend
BSA Officers and Staff, Compliance, Deposit Operations, and Trainers.

Presenter
Deborah Crawford is the President of Gettechnical Inc., a Florida based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor’s and master’s degrees from Louisiana State University. She has 35+ years of combined teaching and banking experience.

Registration Options

Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts $279

  • Available Upgrades:
    • 12 Months OnDemand Playback + $110
    • 12 Months OnDemand Playback + Digital Download +$140
    • 12 Months OnDemand Playback + CD + $140
    • Additional Live Access + $75 per person
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GSB – Hiring for the Right Fit

This program will step you through the best practices of hiring for the right fit. Being intentional about training managers and supervisors on the hiring process is key to creating stellar teams.

What’s our end game? Hire right, coach great, and build strong teams. This program will step you through the best practices of hiring for the right fit. Being intentional about training managers and supervisors on the hiring process is key to creating stellar teams.

Raise the bar when it comes to best practices for hiring for the right fit. Aimed at management and anyone that is involved in the hiring process, the interview, and selection of new hires.

What You will Learn:

  • How to set the tone for success — seeing everything through the lens of the candidate
  • Establishing desired attributes for the individual positions we are hiring for
  • Preparation involved in conducting interviews
  • Learning from recent hire decisions — are the right people or the wrong people leaving?
  • Understanding the importance of being an employer of choice
  • Considering cultural fit in the hiring decision
  • Best practices related to the candidate evaluation process

Target Audience: Human resource officers, supervisors, CEOs

Presenter: Vicki Kraai, InterAction Training

Registration Option: Live presentation $330

Recording available through March 1, 2023

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questions@wisbank.com

608-441-1200

4721 S Biltmore Ln.
Madison, WI 53718

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