2020 VBA Virtual Management Development Program
- Newsletter 1 – Technology | August 17
- Newsletter 2 | August 24
- Newsletter 3 | August 31
- Newsletter 4 | September 7
- Newsletter 5 | September 30
- Newsletter 6 | October 16
- Newsletter 7 | November 3
- Newsletter 8 | December 1
- Newsletter 9 | December 16
- Newsletter 10 | December 30
- Newsletter 11 | January 14
Zoom & Session Links
- Technology Test Session
- Orientation Link
- Session 1 Link
- Session 2 Part 1 Link
- Session 2 Part 2 Link
- Session 3 Part 1 Link
- Session 3 Part 2 Link
- Session 4 Link
- Session 5 Part 1 Link
- Session 5 Part 2 Link
- Session 1 Office Hours Link
- Session 2 Office Hours Link
- Session 3 Office Hours Link
- Session 4 Office Hours Link
- Zoom Virtual Networking Hour with Alumni Link
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Panelists’ and Guest Presenter Bios
Instructor Contact Information
Michelle Crook, SVP & CFO
Bank of Botetourt
Andy Davies, President & CEO
The Marathon Organization, Inc.
Kathy Greenier, Practice Manager
Vicki Kraai, CEO
Bruce Whitehurst, President & CEO
Virginia Bankers Association
Phone: (804) 241-3223
Hunter Young, Founder & President
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 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 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.
Facilitators: Andy Davies | Courtney Fleming/Bruce Whitehurst
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, and review the pre and post-work schedule and assignments. Bruce Whitehurst, VBA President & CEO, will also join us for a discussion about the banking industry. 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.
Materials & information
If you have any questions about Bruce Whitehurst’s presentation, he can be reached at (804) 241-3223 .
Session 1: Introduction to Banking
Instructors: Bruce Whitehurst | Michelle Crook | Andy Davies
September 17, 2020 – 8:00am to 3:00pm
Part One: Bruce Whitehurst will discuss the banking industry today and the VBA’s role in advocating on its behalf.
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.
Due Date: September 17
Due Date: September 25
Evaluation – Bruce Whitehurst
Evaluation – Andy Davies
Evaluation – Michelle Crook
Session 2: Leadership & Management
Instructor: Kathy Greenier
October 14, 2020 | Part 1 – 8:45am to 11:15am
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.
There are five pre-work steps you will need to complete before the October 14, 2020 virtual session.
THE POST-WORK ASSIGNMENT WAS UPDATED ON 10/14/20.
Due Date: October 22, 2020 (Please submit to firstname.lastname@example.org)
Evaluation Part 1
Evaluation for Session 2 Part 1- Kathy Greenier
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.
Evaluation Part 2
Evaluation for Session 2 Part 2 – Kathy Greenier
Session 3: Banking Lines of Business and Bank Management
Instructor: Vicki Kraai
November 17-18, 2020 – 8:45am to 12:15pm
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.
• 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
• Review the components of managing a
CUSTOMER EXPERIENCE MANAGEMENT
• Current economic landscape
• History of regulations vs. customer
• Professional maturity
• Ordinary vs. extraordinary experiences
• Investing in our people portfolio
Due Date: November 12
Due Date: November 30 (Updated)
Session Three Materials
Evaluation – Vicki Kraai
Session 4: The Modern Bank Marketing Department Brand, Digital, Data, and Experience
Instructor: Hunter Young
December 15, 2020 – 8:45am to 2:15pm
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.
Due Date: December 1
Due Date: December 23
Session Four Materials
Evaluation – Hunter Young
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: January 12, 2021 – 1:00pm to 4:30pm
Part Two: January 13, 2021 – 8:30am to 3:00pm
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.
Due Date: January 8, 2021
Due Date: January 29 (UPDATED) PLEASE MAKE SURE YOU SEE ALL 4 PAGES
Session Five Materials
Full Management Development Program Evaluation
We also mentioned during Orientation the availability of Office Hours each month. This is your opportunity to ask specific questions about the material covered in your sessions, get help with your pre-work or post-work or ask questions of Andy in his role as your program mentor and advisor. Gail and Courtney will also be available to answer questions about program logistics. You will be required to sign up for the office hours and we will ask you to list any specific questions you have so we are prepared.
September 21 at 3:00 – Click here to sign up.
October 28 at 3:00 – Click here to sign up.
November 19 at 3:00 – Click here to sign up.
December 17 at 3:00 – Click here to sign up.
Zoom Virtual Office Hours Links
- Session 1
- Session 2
- Session 3
- Session 4
We will host a Networking Hour on October 13 from 4:00pm-5:00pm. This will be an informal time for you to network with each other “outside of class” and have some fun. We have recruited some MDP alumni to help facilitate this session and they are excited to meet you all! Please click here to register for the session and we will send a separate Zoom link to those who are interested. Please not this completely optional, but we would love to have you all participate.
Zoom Virtual Networking Hour with Alumni Link
Photo of the Month Contest
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.
Michelle Crook Three-Part Series on Bank Financial Management
andy davies: recent news articles & information
Andy Davies: previous News articles & information