2020 VBA Management Development Program
Materials & Resources

Internal Links Gail Queen Courtney Fleming

management development program

Management Development Program participants will find all class materials located on this page.  We will update this page with any new materials and updates.

Pre-Work and Post-Work Information

You will be assigned pre-work and post-work for each session of the VBA Management Development Program.  All assignments will be turned into Gail Queen on the due date unless you have been asked to something differently from your instructor and/or Andy and Courtney.  Please read through all pre-work and post-work assignments outlined under each sessions.  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 so you can have your assignments complete 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 Gail Queen in advance to let her know.

Orientation

Facilitators:  Andy Davies | Courtney Fleming

September 3, 2020 – 10:00am to 11:00am

In this opening session, Andy Davies and Courtney Fleming will explain the learning outcomes for the Management Development Program, walk you through the format for a virtual experience, review the pre and post-work schedule and assignments, and facilitate an exercise to promote relationship building and networking.  This session will set the stage for what is to come in the months ahead. The only pre-work you will have for this class is to complete your participant profile form.

Session 1:  Introduction to Banking (Virtual)

Instructors:  Bruce Whitehurst | Michelle Crook | Andy Davies

September 17, 2020 – 9:00am to 3:00pm

Part One:  Bruce Whitehurst will welcome the VBA Management Development participants in Part One of Session One with an overview of the history of banking in Virginia and the role regulation has played in the transformation of banking services over the decades.  This session will also provide attendees with an understanding of the difference in the various banking regulatory agencies and the relationship between the banks and the agency by which they are regulated.  Attendees will benefit from a discussion on the financial crisis and its ongoing impact on the industry, and Bruce will also spend some time facilitating a discussion on banking industry trends.

Part Two:  Part Two of Session One will have a dual focus.  First, an overview of key components of the balance sheet and income state, Core Values and Vision Statement as the foundation of a bank’s strategy, and the CAMELS Rating System and Risk Management.  Second, “ALCO in 90 minutes”, a road map of the components of a basic Asset Liability Management Process.

Pre-Work

Due Date:  [note to Gail: may need to change this format depending on if assignments will be brought to class or not]

  • Session 1-Part 1 (Whitehurst)
  • Session 1-Part 2.1 (Crook)
  • Session 1-Part 2.2 (Davies) 

Post-Work

Due Date:  September 25

  • Session 1-Part 1 (Whitehurst)
  • Session 1-Part 2.1 ( Crook)
  • Session 1-Part 2.2 (Davies) 

Session 2:  Leadership & Management (Virtual)

Instructor:  Kathy Greenier

October 14, 2020 | Part 1 – 9:00am to 11:00am

Never has effective management been more important, yet never has it been more challenging as we lead from behind computers on virtual platforms with priorities and goals shifting daily.  This is a time for a calm, disciplined approach, and being aware of how your mindset and behaviors are impacting your effectiveness as a manager.  This workshop builds on the Introduction to insights® workshop, ensuring participants utilize Insights® as more than just words on a page.  Participants will focus more deeply on the management preferences section of their Insights® profile, and collaboratively address solutions for ensuring purposeful action and maintaining employee motivation and commitment.

Pre-work

Due Date:[note to Gail: may need to change this format depending on if assignments will be brought to class or not]

Session 2 

Post-work

Due Date:  October 22

Session 2

October 21, 2020 | Part 2 | Workshop – 10:00am to 11:00am

The workshop builds on the Introduction to Insights® workshop, ensuring participants utilize Insights® as more than just words on a page.  Participants will focus more deeply on the management preferences section of their Insights® profile, and collaboratively address solutions for ensuring purposeful action and maintaining employee motivation and commitment.  There is no pre-work or post-work for this workshop.

There is no pre-work or post-work for this workshop.

Session 3:  Banking Lines of Business Management (Virtual)

Instructor:  Vicki Kraai

November 17-18, 2020 – 9:00am to 12:00pm

Session Three is designed to provide you with some insight into leading and managing a bank – from the seat of a President/CEO focusing on the broad spectrum of the key fundamental areas of asset/liability management, lending portfolio management, and managing the customer experience.  This session will be very interactive and will incorporate small group activities, case studies and round-table discussion.  Below are some of the focus areas of section of the session.

ASSET/LIABILITY MANAGEMENT

• Explore the bank’s balance sheet in

relation to rate sensitivity

• Discuss key profitability ratios

• Role of the investment portfolio

• Examine liquidity and funding sources –

managing a bank’s cash position

LENDING PORTFOLIO MANAGEMENT

• Review the different loan types

• 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

CUSTOMER EXPERIENCE MANAGEMENT

• Current economic landscape

• History of regulations vs. customer

perception

• Professional maturity

• Ordinary vs. extraordinary experiences

• Investing in our people portfolio

Pre-work

Due Date:[note to Gail: may need to change this format depending on if assignments will be brought to class or not]

Session 3

Post-work

Due Date:  November 25

Session 3

Session 4:  The Modern Bank Marketing Department Brand, Digital, Data, and Experience

Instructor:  Hunter Young

December 15, 2020 – 9:00am to 4:00pm

For the decades, bank marketing was limited to quarterly campaigns and arranging the next customer appreciation day at the local branch.  But progressive banks are changing how marketing becomes a center force for changing your customers’ experience, the financial products you offer, technology decisions you make, and the channels through which you serve your clients’ needs.  This session will take you through four key tenets of a modern bank marketing department brand communication, digital communication, digital marketing, data analytics, and experiential product and service development.

Pre-work

Due Date:[note to Gail: may need to change this format depending on if assignments will be brought to class or not]

Session 4 

Post-work

Due Date:  December 23

Session 4

Session 5:  Introduction to Strategic Planning Dealing with Change in the Workplace and Staying Abreast of Issues Affecting Your Bank and the Banking Industry

Instructor:  Andy Davies

Part One:  Participants will gain an understanding of why strategic planning is important to regulators, management and the bank’s board of directors.  Participants will work together with two facilitators to create a sample table of contents of a community bank three year plan to demonstrate the process and the importance of having a plan to steer the bank forward.

Part Two:  Participants will interact with a panel of senior bank executives and discuss how to deal with change in the workplace.  Panelists will offer guidance on dealing with change and examples of challenges panelists have met in their careers.

Pre-work

Due Date:[note to Gail: may need to change this format depending on if assignments will be brought to class or not]

Session 5 

Post-work

Due Date:  January 21

Session 5

Classroom/Instructor Norms

Click the Management Development Program Classroom Norms to find the set of norms required for active engagement.

Graduation

Date:  January 13, 2021 | 4:00pm to 5:00pm

If there is someone from your bank that you would like to receive an invitation, please email Gail Queen no later than December 21, 2020.

Newsletters

  • Newsletter 1 |August 20
  • Newsletter 2 | August 27
  • Newsletter 3 | September 3
  • Newsletter 4 | September 10

Participant/Instructor/Staff Profiles

Zoom

Zoom orientation & session Links

  • Orientation Links
  • Session 1 Links
  • Session 2 Links
  • Session 3 Links
  • Session 4 Links
  • Session 5 Links

Zoom Instructions

Click the Zoom Instructional Guide to find helpful hints on using this platform.

Zoom has enhanced their security features in recent months.  Learn more here.

Resources/Articles