2021 Management Development Program Resource Portal
- Newsletter 1 – September 10
- Newsletter 2 – September 16
- Newsletter 3 – September 22
- Newsletter 4 – September 28
- Newsletter 5 – October 6
- Newsletter 6 – October 14
- Newsletter 7 – November 8
- Newsletter 8 – November 18
- Newsletter 9 – December 10
- Newsletter 10 – December 16
Zoom & Session Links
- September 27 – Orientation
- November 9 – Session Two Optional Virtual Follow-Up (Please rsvp the calendar invite)
- December 8 – Virtual Session
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.
Click here to view MDP Profiles
Instructor Contact Information
Nathalia Artus, Director of Community Development & Reinvestment, CRA Officer
Atlantic Union Bank
Phone: (804) 482-8408
Michelle Austin, SVP & CFO
Bank of Botetourt
Andy Davies, President & CEO
The Marathon Organization, Inc.
Serena Fulton, Consultant & Facilitator
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
September 27, 2020 – 1:00pm to 4:00pm
In Part One of the opening session, Andy Davies and Courtney Fleming will explain the learning outcomes for the Management Development Program, walk the participants 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. Part Two of this session, the participants will hear from Bruce Whitehurst on his philosophy on leadership, followed by a discussion on bank regulation, the history and challenging periods of modern banking and the history of the VBA. In Part Three of the opening session, the participants will hear from Matt Bruning on advocacy and Chandler Owdom about VBA Emerging Bank Leaders. This session will set the stage for what is to come in the months ahead.
Virginia Banking Magazine (September 21)
Emerging Banking Leaders Portal (Chandler Owdom)
Orientation Survey (closed)
Session 1: Introduction to Banking and Understanding Bank Financials and Profitability
Instructors: Bruce Whitehurst | Andy Davies | Michelle Austin
October 12, 2021 – 9:00am to 4:30pm (time updated)
Part One: Part One of Session One will begin with an opening exercise focused on the history of the participants’ banks. Bruce Whitehurst will then provide an industry and regulatory forecast.
Part Two: Part Two of Session One will have a dual focus. First, a group discussion of key concepts, including core values, vision strategy, CAMELS rating system, ‘peer groups’, risk management and components of deposit and loan portfolios. Second, “ALCO in 90 Minutes”, a roadmap of the components of a basic Asset Liability Management Process.
Due Date: October 8, 2021 (Submit to email@example.com)
Please see updated submission information (9/28/21)
Due Date: October 20, 2021 (Submit to firstname.lastname@example.org)
session one Materials
Andy’s session one communications
Session One Evaluation (closed)
Session 2: Leadership & Management
Instructor: Serena Fulton
October 13, 2021 – 9:00am to 4:30pm
Good working relationships: we need them to sustain an organization, foster employee engagement and a healthy culture, and drive results. Insights® is a tool that helps you start, sustain, and grow in those crucial relationships by promoting self-awareness. By helping individuals deepen their sense of self – and their approach to work – Insights® helps to improve communication, decision making, performance, and understanding of one’s leadership styles. Through understanding your own preferences for engagement, decision making, and taking information in, Insights® helps you understand how others may experience you at work, how to appreciate different styles, and how to adapt your preferences when needed.
Serena will send you your personal profile and a reminder of your additional pre-work steps on October 11.
Due Date: October 21, 2021 (Submit to email@example.com)
session two Materials
Session Two Evaluation (closed)
Session 2: Leadership and Management Optional Virtual Webinar
Instructor: Serena Fulton
November 9, 2021 – 12:30pm to 1:30pm
The optional follow-up to Session Two on November 9th from 12:30pm-1:30pm. This optional follow-up webinar is a space time to get your questions about Insights® answered, clarify concepts, and offer additional opportunities to leverage Insights® as a tool to build self-awareness and improve relationships with others. We will check-in around ways you have been applying Insights® in your day-to-day, hear what questions have surfaced, and do a brief refresher on the color energies. Then we will discuss and practice strategies for adapting and connecting with the different color energies in service to more effective relationships. You will leave with several ideas for how to put your Insights® learning into practice.
If you would like to participate, please let Gail know by the COB on November 8th.
Session 3: Banking Lines of Business and Bank Management
Instructor: Vicki Kraai
November 17, 2021 - 9:00am to 4:30pm
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 roundtable discussion. Below are some of the focus areas of this 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 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
Due Date: November 29, 2021 (Submit to firstname.lastname@example.org)
Session Three Materials
Session Three evaluation (closed)
Virtual Session: CRA, Community Development and Networking 101
Instructor: Nathalia Artus
December 8, 2021 - 2:00pm to 3:30pm
Bankers and Community Reinvestment Act (CRA): Drivers of Opportunity for Thriving Communities – This session will cover the banking industry’s meaningful work strengthening communities, and the participants will explore how community engagement impacts their careers and goals.
Innovative Ways to Connect and Engage with Individuals, Businesses and Communities - This session will cover the post-pandemic connection opportunities that can influence and impact professional goals.
No Pre-Work for this session.
No Post-Work for this session.
Virtual Session Materials
Virtual Session Evaluation (closed)
Session 4: The Modern Bank Marketing Department: Brand, Digital, Data, and Experience
Instructor: Hunter Young
December 14, 2020 -9:00am to 4:30pm
For 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 marketing, data analytics, and experiential product and service development.
Due Date: December 7, 2021
To complete the pre-work visit https://www.surveymonkey.com/r/Z68SR9V.
Due Date: December 22, 2021 (Submit to email@example.com)
Session Four Materials
Session Four Evaluation (closed)
Session 5, Part 1: Introduction to Strategic Planning and Perspectives on Career Development
Instructors: Andy Davies | Tom Rasey
session five important information
Part One: January 11, 2022 - 9:00am to 4:30pm
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. Participants will also learn how to enhance their careers by taking active roles within the banking industry and within their communities.
Due Date: January 4, 2022 (Send a memo to firstname.lastname@example.org summarizing the content of your discussion. Type in the subject line of your email Session 5 Pre-Work Assignment.)
Due Date: January 28, 2022 (Submit to email@example.com)
Session five, part 1 Materials
Session 5, Part 2: Building Relationships, Dealing with Change in the Workplace, and Staying Abreast of Issues Affecting Your Bank and the Banking Industry
Instructor: Andy Davies and Tom Rasey
Presenter: Cody Florence
Leadership Panel: Pat Lewis | Tom Rasey | Taylor Harrell | Sherri Sackett
Part Two: January 12, 2022 - 9:00am to 3:00pm
Participants will first hear from a Virginia bank retail executive on developing an understanding of the importance of building valued relationships among your peers within the bank. The group will then 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. The session will close with a recap of the advocacy discussion from Session I and the networking discussion from the virtual session, followed by some time for Banker Day prep.
Session Five, Part 2 Materials
Due date: January 28, 2022 (Submit to firstname.lastname@example.org)
Full Program Evaluation (coming soon!)
Graduation & Additional Information About Session Five
Graduation Date: January 12, 2022 | 4:00pm to 5:00pm
Graduation will now be virtual due to the increase in COVID cases across Virginia. You have received an updated Outlook invitation from Gail with the Zoom access information for the January 11th and January 12th sessions. Please make sure you test the Zoom links, your camera and your audio before January 11th so you are sure to have functionality. You also received a separate invitation via email for Graduation and you must register in Zoom for graduation via the email you receive. You also received an Outlook invite for Graduation so it is on your calendar.
Now that the ceremony is virtual, you are able to invite even more guests. Please send them this link and they can register to attend.
Bruce Whitehurst’s Recommended Reading – The New Psychology of Success by Carol Dweck
Matt Bruning’s Recommended Newsletter Links: