2025 Management Development Program Attendee Portal
Zoom & Session Links
August 15, 2025 - Orientation (1:00 – 3:00 pm)
Click here to join the meeting.
Meeting ID: 811 2203 4198
Passcode: 020458
September 16, 2025 – Bank Fraud (2:00 – 3:30 pm)
Click here to join the meeting.
Meeting ID: 835 0747 7077
Passcode: 108075
October 28, 2025 - CRA & Networking (2:00 – 3:30 pm)
Click here to join the meeting.
Meeting ID: 853 5558 4812
Passcode: 966802
Hotel Information
Drury Plaza Hotel
11049 West Broad Street
Glen Allen, VA 23060
(804) 354-1542
Sessions 1 & 2 for September 2-4 - Reservation deadline is August 25, 2025
Drury Plaza Hotel
Sessions 3 & 4 for September 30 – October 2 - Reservation deadline is August 29, 2025
Drury Plaza Hotel
Session 5 for November 4-6 - Reservation deadline is October 3, 2025
Drury Plaza Hotel
Participant/Instructor/Panelist/Staff Profiles
Click here to view MDP Profiles.
If you haven’t completed your profile, please click here.
Pre-Work and Post-Work Information
You will be assigned pre-work and post-work for each session of the VBA Management Development Program. Pre-work assignments will be discussed during each session and should be brought with you to class. Post-work assignments should be submitted to Michele Dunn by the due date unless you have been asked to do something differently from your instructor and/or Andy and Walt. Please read through all pre-work and post-work assignments outlined under each session header. Some of the assignments will require you to meet with various colleagues in your bank. Please make sure you plan ahead and schedule these meetings in coordination with your coworkers who are in the program with you (if applicable) so you can have your assignments completed on time. This is especially important for your final meeting with your CEO/senior leader. If you have a circumstance that will prevent you from completing an assignment on time, please email Michele Dunn in advance to let her know.
Orientation
Facilitators: Andy Davies | Walt Lyons | Chandler Owdom | Bruce Whitehurst
Location: Virtual/Zoom
August 15, 2025 (1:00 – 3:00pm)
During orientation we’ll review the objectives of the MDP, an introduction to the banking industry in Virginia and VBA from Bruce Whitehurst, and an overview of the VBA’s Emerging Bank Leaders program from Chandler Owdom.
A recording of the orientation will be posted.
2025 Management Development Program Location
Virginia Bankers Association
4490 Cox Road
Glen Allen, VA 23060
Please use Training Room entrance.
Session 1: Insights® Discovery: Learning Your Personal Leadership Style
Instructor: John Sarvay
Location: VBA Training Center
September 3, 2025 - 8:30 am – 4:30 pm
This full day session introduces participants to the concept of self-awareness as a building block for personal, team, and management effectiveness. During Session One, we will cover:
- The importance of self-awareness and perception in the workplace
- The Insights® Discovery tool and the language of colors to define preferences
- Each participant’s individual profile and their personal color preferences
- Action plans to put new awareness and commitments into practice at work
Pre-work
John Sarvay’s Pre-Work – Please complete ASAP, results needed prior to session 2
To open password protected documents, please use MDP2025.
Session One Pre-Work - Virtual Insights Discovery , Beginning the Journey
Step One: Review the Objectives (watch video)
Step Two: Take the Insights Assessment (see link)
The referral code for the evaluator is VBA MDP.
Session one Materials
Intro to Insights Quick Reference Guide
Insights Team Effectiveness Model
Post-Work
Session One Post-Work - Keeping Insights Alive
evaluation
Comin Soon!
Session 2: Banking Fundamentals, Accounting & ALCO and Impact of Digital, AI and Emerging Technology
The second session has a dual focus. First, an overview of the following topics: vision, core values, strategy, mission, peer group, deposit mix, loan mix, CAMELS rating system, risk management/risk oversight and basic concepts of effective leadership. Second, participants will gain an appreciation for accounting and apply the concepts learned to understanding their banks’ financial statements and key performance ratios. Participants will explore ALCO topics and grasp how different economic scenarios drive ALCO decisions. Participants will walk away more confident in the asset liability process plus so much more.
Instructors: Andy Davies | DJ Seeterlin | Alex Vari
DJ Seeterlin - Career Highlights
Location: VBA Training Center
September 4, 2025 - 8:00 am - 4:30 pm
Pre-Work
To open password protected documents, please use MDP2025.
Pre-Work – Please complete ASAP, results needed prior to session 2
Andy Davies’ Pre-Work – please bring with you to session 2
Session Two Pre-Work - Andy Davies
Alex Vari’s Pre-Work – please review prior to class
Session Two Case Study Pre-Work - Alex Vari
Session Two Pre-Work - SVB BS 2020-2019
Session Two Pre-Work - SVB BS 2022-2021
DJ Seeterlin’s pre-work – please bring with you to session 2
Session Two Pre-Work - DJ Seeterlin
session TWO Materials
Andy Davies’ class Materials
Alex Vari’s class Materials
Please print the NIM Worksheet and bring with you to class.
evaluation
Coming Soon!
Virtual Mini-Session: Bank Fraud
Instructor: Terri Luttrell
Location: Virtual/Zoom
September 16, 2025 – 2:00 – 3:30 pm
To open password protected documents, please use MDP2025.
Session 3: The Modern Bank Marketing Department and Bank Compliance
Instructors: Hunter Young | Jamie Johnson
Location: VBA Training Center
October 1, 2025 - 8:30 am – 4:30 pm
For decades, bank marketing was limited to quarterly campaigns and arranging the next customer appreciation day at the local branch. However, progressive banks are now transforming marketing into a central force for enhancing customer experiences, innovating financial products, influencing technology decisions, and optimizing service channels to meet clients’ needs. This session will explore the crucial role of bank marketing in today’s digital landscape, focusing on four key tenets of a modern bank marketing department: brand communication, digital marketing, data analytics, and experiential product and service development. Key topics to be covered include:
- Integrating brand communication with digital strategies to build trust and loyalty
- Leveraging digital marketing to reach and engage the modern consumer
- Utilizing data analytics to drive informed marketing decisions and personalized experiences
- Developing innovative products and services that resonate with today’s digital-savvy customers
To open password protected documents, please use MDP2025.
Pre-work
Hunter Young’s Pre-Work
Session Three Pre-Work - Hunter Young
Submit your response to hunter@hifiagency.com by September 24th.
session three Materials
Coming Soon!
Evaluation
Coming Soon!
Session 4: From the C-Suite - Defining Moments in our Professional Development Journey
Instructor: Kristi Krayneski
Location: VBA Training Center
October 2, 2025 - 8:30 am – 4:30 pm
Session three is designed to provide participants with some insight into leading and managing a bank – from the seat of a community bank executive/COO focusing on the broad spectrum of the key fundamental areas of managing the customer experience, leading a team for success, and insight into the lending role within the bank. This session will be very interactive and will incorporate small group activities, case studies and roundtable discussion. Below are some of the focus areas of this session:
Customer Experience Management
- Current economic landscape
- History of regulations vs. customer perception
- Professional maturity
- Ordinary vs. extraordinary experience
Lending Portfolio Management
- Understand the impact the lending area has on bank earnings
- Understand the factors involved in a credit decision
- Review the components of managing a loan portfolio
Leadership Development
- Managing in a new era
- Ethical leadership
- Emotionally intelligent leadership
- Visiting our values
- Knowing our why
To open password protected documents, please use MDP2025.
Pre-work
kristi krayneski’s Pre-Work
Coming Soon!
Session four Materials
Coming Soon!
Evaluation
Coming Soon!
Virtual Mini-Session: Community Reinvestment Act & Networking
Instructor: Nathalia Artus
Nathalia Artus - Career Highlights
Location: Virtual/Zoom
October 28, 2025 - 2:00 – 3:30 pm
Bankers and Responsible Banking: Community Reinvestment Act (CRA) and Fair Banking: Drivers of Opportunity for Thriving Communities
This portion will cover the banking industry’s meaningful work strengthening communities through Fair Banking and CRA. And to close it off, the participants will explore how community engagement impacts their careers and professional goals.
Innovative Ways to Connect and Engage with Individuals, Businesses and Communities
This portion will cover the connection opportunities that can influence and have a positive impact in your career, with focus on networking!
Recordings
A recording of this session will be posted.
To open password protected documents, please use MDP2025.
virtual mini-session Materials
Coming Soon!
Evaluation
Coming Soon!
Session 5, Part 1: Intro to Strategic Planning & Perspectives on Career Development
Instructors: Andy Davies | Tom Rasey | Sherri Sackett | Jay Stafford
Sherri Sackett - Career Highlights
Jay Stafford - Career Highlights
Location: VBA Training Center
Part One: November 5, 2025 - 8:30 am – 4:30 pm
During part one of session five, participants will:
- Receive an introduction to strategic planning and learn why this is important to management, boards of directors and regulators
- Hear a presentation from a former VA community bank CEO on how to strengthen a culture through emotional intelligence
- Have an opportunity to learn how to ‘lean into awkward’
- Engage with a VA community bank CEO on the topic of ‘negotiating to lead’
To open password protected documents, please use MDP2025.
Pre-work
N/A
Session five, part 1 Materials
Coming Soon!
Session 5, Part 2: Advocacy & Industry Engagement Beyond MDP
Part two of session five will kick off with a timely overview of the current Virginia General Assembly session and the importance of banker advocacy. Participants will then hear from a Virginia bank retail executive on developing an understanding of the importance of building valued relationships among your peers within the bank. Following a session on career development from the c-suite, participants will participate in a special conversation led by senior bankers with the theme of “Leadership and Management in a New Era.” The session will close with:
- Overview of the VBA’s diversity, equity and inclusion initiatives
- Staying connected with the VBA and industry through the VBA’s Emerging Bank Leaders program
- How to leverage your MDP class network
- A recap of the advocacy discussion from session one and the networking discussion from the virtual mini-session, followed by some time for VBA Banker Day prep
Speakers: Matt Bruning | Andy Davies | Eric Floyd | Adam Hill | Jennifer Huffman | Monica McDearmon | Chandler Owdom | Tom Rasey | Kristen Reid | Thais Ribiero
Eric Floyd - Career Highlights
Jennifer Huffman - Career Highlights
Thais Ribeiro - Career Highlights
Location: VBA Training Center
Part Two: November 6, 2025 - 8:30 am - 3:00 pm
To open password protected documents, please use MDP2025.
Session Five, Part 2 Materials
Coming Soon!
Evaluations
Please complete both surveys below at the end of the session.
Coming Soon!
Coming Soon!
Graduation & Additional Information About Session Five
Graduation Date: November 6, 2025 | 4:00 – 5:00pm
The dress code for the ceremony is business attire. A reception will follow graduation with light refreshments, wine, beer and soft drinks.
Articles & Additional Information
To open password protected documents, please use MDP2025
Coming Soon!
EBL Sign-Up and Event Information
Sign up for the VBA Emerging Bank Leaders here. If you have any questions, please contact Chandler Owdom and click here for more information on the group.