Tag Archive for: Society of Bank Executives

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Executive Letter: Staying Ahead of Industry Challenges with the Society of Bank Executives

Rose Oswald PoelsBy Rose Oswald Poels

The Society of Bank Executives — which officially launched earlier this year after a pre-launch session last fall — provides C-suite bankers with accelerated professional development and networking opportunities. As an original partner in the nationwide program, the Wisconsin Bankers Association (WBA) is committed to ensuring bankers in Wisconsin have access to education and resources that allow them to enhance their skills, expand their knowledge, and foster growth and development throughout their bank.

As bankers are well aware, our industry is facing new challenges daily. It is critical, for the continued success of banks throughout the U.S., that all leaders have the ability to identify and proactively respond to various types of risk. As such, the Society has identified Strategic Risk as the topic of the fall 2023 session.

The Society provides its members with a unique opportunity to enhance their own professional development — often alongside members of their executive team — while learning from national experts on the designated topics. In the last year, several Wisconsin bankers have joined the Society and found it to be very valuable to their own professional growth as a leader while meeting peers from around the country.

Membership of the Society includes two six-month, self-paced professional development programs a year. These sessions are focused specifically on assisting bank executives in developing and mastering the “art” of leading a bank. So far, more than 125 bank leaders from 57 banks in 13 states have already joined the Society’s distinctive, peer-driven program.

During the fall event, the Society will host three virtual webinars, with related readings and resources, and one in-person summit. Bankers will hone important leadership skills and be able to network with other leaders from around the country on many strategic topics.

The first Society event for the upcoming fall session will be held via Zoom in August, so now is the perfect time for bank executives in Wisconsin to sign on as individual members or as a team and make the most of the upcoming session. Additionally, new members will gain access to a substantive online library featuring previous sessions and resources related to Trust & Team Building and Culture.

To learn more about the Society, and to join as a member, please visit executives.bank/home.

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Executive Letter: Society of Bank Executives Officially Launches in 2023

Rose Oswald PoelsBy Rose Oswald Poels

As I’ve shared in previous e-publications, the Wisconsin Bankers Association (WBA) is a partner in the newly created Society of Bank Executives. The initiative aims to provide bank leaders with opportunities to network and further develop the skills necessary for staying ahead of our ever-changing industry. With the new year quickly approaching and official membership beginning this spring, now’s the time for bank leaders across the state to make a resolution to continue developing their own personal key leadership skills.

This past fall, bankers around the U.S. were invited to join a pre-launch session focused on the challenges related to “Trust and Team Building.” Ultimately, over 120 bankers from across 13 states, including several from Wisconsin, were provided with the opportunity to get a head start with the Society and gain invaluable connections with banking peers while also focusing on their own professional development.

Officially, the Society is set to launch in January 2023, so now’s the time to take full advantage of accelerated leadership programming uniquely targeted at executive–level bankers.

In the new year, Society members can expect two four-month programs focusing specifically on issues developing professional and personal skills. The spring 2023 session will assist bank leaders in developing, enhancing, and nurturing the culture of their bank. With talent attraction and retention becoming a key priority for business leaders across the state, this session is sure to provide the knowledge and action items WBA members can put into practice within their bank.

The second development session, to be hosted in the fall of 2023, will focus on strategy and helping bank executives build internal processes and structures for future success.

I encourage all WBA-member banks to take this unique opportunity to register an individual or team from your bank to access the unique resources offered by the Society. The WBA’s commitment remains firm in ensuring every WBA member has access to the education and training to prosper, the Society’s distinctive ability to cross markets and connect bankers throughout the country is unlike any other leadership seminar.

Between the three 60–90-minute self-paced seminars that are available on demand and one in-person networking retreat per session, bankers are sure to find value in every event. To learn more about the Society and to join, please visit executives.bank/home. Please also note that a discount of 25% for the first two years is available through December 31, 2022.

Become a Society Member

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Executive Letter: A Sneak Peek at the Society of Bank Executives

Rose Oswald PoelsBy Rose Oswald Poels

The Society of Bank Executives, a nationwide organization for building new connections and accessing accelerated programing related to leadership, is looking ahead to the official launch in January 2023. Currently, the Society is comprised of over 120 executives from 15 states, including several from Wisconsin, and these bankers are participating in the pre-launch cohort this fall.

As I have announced in previous publications, the Society was established by several banking trade groups across the country — including WBA — to promote individual professional development. The initiative focuses specifically on granting C-suite bankers the opportunity to network among peers, attend relevant and flexible education seminars by experts, and enhance critical leadership competencies and skills.

As we all work to navigate within our ever-evolving industry, I encourage you to consider the importance of taking part in opportunities such as the Society of Bank Executives. Unlike other leadership seminars, the program offers bankers not just the education, but the relationships and soft skills necessary to masterfully lead our banks. In addition to studying, analyzing, and applying knowledge learned during the four-month program, bank executives will form invaluable networks among peers outside of our markets.

Although the pre-launch session is in full swing, Wisconsin bankers are invited to join the Society during its third meeting in Sun Valley, Idaho. The three-day event focuses specifically on the power of peer groups, and will kick off on October 19. I encourage bank executives who have not already registered for Society membership to consider utilizing this opportunity to garner a sneak peek of what’s in store for programing as the initiative formally launches in January.

Thank you to those Wisconsin bankers who have already registered as a member the Society. If you would like to learn more about the Society and how its program could impact your bank, please visit executives.bank/home. Additionally, if you are interested in taking part in the Society’s upcoming in-person educational event in Sun Valley, please click here for details on how to register.

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Development Session: Trust and Team Building

The Society of Bank Executives offers opportunities for professional development

As the deadline to sign up for the Society of Bank Executives pre-launch session quickly approaches on July 30, c-suite bankers and executive team members are reminded to use this opportunity to invest in their own professional development for the benefit of their entire team.

The Society of Bank Executive, officially launching in January 2023, is offering Wisconsin bankers the ability to participate in the Society’s pre-launch session starting this August. Bankers receive a 25% discount for two years when they sign up before July 30, 2022.

The pre-launch session will focus on honing the skills of trust and team building of bank executives from around the country. During the four-month session, bankers will have the opportunity to hear from Doug Faber, consultant at Franklin Covey during a virtual presentation on “the speed of trust” as well as Casey Thompson, principal consultant at The Table Group during a virtual presentation on “trust and the dysfunctions of a team”. All virtual presentations will also be available on demand for 30 days after the live event.

In addition to learning from experts — Wisconsin bankers are also invited to join bank executives from around the country in Sun Valley, Idaho for a two-day networking event. Not only does this event offer bankers the ability to expand their networks outside of their typical markets, bankers will also be able to share tips from their experience and ask questions of their peers.

The pre-launch session will wrap up in November with a virtual refection moderated by Dr. Paul Godfrey, Society of Bank Executive’s academic advisor. In this final meeting, bankers will reflect on the previous meetings and how they will be able to implement their personal strategy to leverage the power of trust.

Learn more about the Society of Bank Executive by visiting www.executives.bank/home.

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Getting Involved With the Society of Bank Executives

Rose Oswald PoelsBy Rose Oswald Poels

Earlier this year, the Wisconsin Bankers Association (WBA) board approved WBA’s participation as a partner in the newly created Society of Bank Executives. This initiative, first brought forth by the Utah Bankers Association, includes several partner trade associations throughout the U.S. aiming to provide bank leaders with opportunities to network and further develop the skills necessary for staying ahead of our ever-changing industry.

As the banking landscape continues to rapidly evolve, it remains ever so important that banking leaders continue to develop professionally and personally. These opportunities include engaging with peers outside of our markets and ongoing programs relating to shareholders, regulators, customers, and communities.

The Society, directed by Dr. Paul Godfrey — the William and Roceil Low Professor of Business Strategy at the Brigham Young University Marriott School of Business, will officially launch in January 2023. However, the application period for the pre-launch session opens May 1, 2022. I encourage all C-suite bank executives and bank executive teams from across Wisconsin to take advantage of this unique opportunity to not only become a founding member, but to further develop important skills regarding bank operation alongside bankers from across the country. A two-year discount is available through July 30, 2022.

The annual sessions, split into two four-month programs, feature three 60–90-minute online presentations/virtual meetings that incorporate self-paced elements and one, two-day, in-person meeting aimed at expanding bankers’ networks beyond their markets. The pre-launch session, scheduled for August through November 2022, will focus bank executives on the challenge of “Trust and Team Building.”

As recent events have proved, peer networks are critical to the success of our industry. The Society hopes to assist bank leaders in establishing and utilizing networks among bankers beyond state boundaries. The two-day, in-person meeting each session is designed as a networking-focused event at which bankers around the country are able to share information, ask questions, and give (or receive) advice around strategic decision-making. These conversations may or may not be related to the specific session focus.

The Society’s program — involving study, analysis, application, and interaction with peers — is unlike any other leadership seminar. Created with bank executives in mind, the Society of Bank Executives offers opportunities to acquire and develop skills and master the “art” of leading a bank. Again, I invite every Wisconsin bank C-suite leader to take advantage of the opportunities created by the Society of Bank Executives when the application period opens May 1, 2022.

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608-441-1200

4721 S Biltmore Ln.
Madison, WI 53718

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