2021-2022 VBA Women’s Mentorship Program

Internal Links Courtney Fleming Laurie Milligan


VBA Women’s Mentorship Program Participant Profile Site

Participant PDF

January Content Theme

Bank Financial Management Webinar: Part One

How to Tell the Story Your Bank’s Financials are Telling (Part One Slides)

Required Materials:
Please Source These Before You Watch Part One:

  • Your Bank’s Annual Report or Quarterly Financials
  • Comparative Years of Data
  • Audit Opinion

Action Items:
Read the letter to shareholders from your CEO and determine the following:

  • What is your Bank’s total assets? (balance sheet)
  • How much money did your Bank make last year? (income statement)
  • Will your Bank surpass that amount this year?
  • What percent are your loans growing?
  • What percent are your deposits growing?
Bank Financial Management Webinar: Part Two

How To Read the Story of Fed Policy, Economic Climate, and Politics (Part Two Slides)

Action Items:

  • Look Up the FOMC Meeting Dates for the upcoming year.
  • Predict the FOMC decision for its next meeting.
  • Ask your CFO what your bank’s budget assumption is for interest rates for the year.
  • Ask if you can attend a portion of an ALCO meeting to hear about the interest rate impacts.
Bank Financial Management Webinar: Part Three

How To Learn The Story of Your Bank…With Readings Typically Not On Your Nightstand (Part Three Slides)

Action Items:

  • Ask your Mentor for list of industry resources & reading materials
  • Ask admired co-workers for industry reading suggestions
  • Find out resources such as subscriptions to VBA, ABA publications, and others sources such as online newspapers, etc. (SeeVBA Mentorship Program Page)
General Resources

General Glossary of Financial Terms – Investopedia

TED Talks

Social Media Groups:

Industry: VBA Emerging Bank LeadersVBA Benefits CorporationELEVATE 

Mentor and Mentee Training

Agenda: VBA Women's Mentorship Program 2021-2022 Launch/Training Event

Setting the Stage - Mentor Version

Setting the Stage - Mentee Version

Kick-Off/Commitment Worksheet

McKinsey Women in the Workplace 2021 Study

Libby Dishner Mentor Training Recording

Setting the Stage Mentor Training Recording

Mentor Training Slides

Mentor Training Handout

Libby Dishner Mentee Training Recording

Setting the Stage Mentee Training Recording

Mentee Training Slides

Mentee Training Handout

Five Questions Mentors

Kim Snyder, KlariVis, Welcome Video

Slay Like a Mother

Slay Like a Mother Intro Webinar with Katherine Wintsch

Digital Workshop Password: SLAM

General Resources/ Recommendations (podcasts, books, etc)

Podcast: Taken for Granted: Indra Nooyi Wants Us to Reimagine the Return to Work

Podcast: Taken for Granted: Indra Nooyi Says It’s Time for Leaders to Care

Book Recommendations from Gill Hundley: 



VBA Executive Brief

ABA Newsbytes

ABA Banking Journal Podcast

Virginia Banking Monthly

For Mentors Only

Nancy Eberhardt Session

Question form for March 15 Call 

Nancy Eberhardt Contact Information:

Nancy K. Eberhardt | CEO | Pathwise Partners | neberhardt@pathwisepartners.com | 703.629.4929