2021 Management Development Program Resource Portal

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Participant/Instructor/Panelist/Staff Profiles

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
nathalia.artus@atlanticunionbank.com

Michelle Austin, SVP & CFO
Bank of Botetourt
Phone: 540-580-3927 
mcrook@bankofbotetourt.com

Andy Davies, President & CEO
The Marathon Organization, Inc.
Phone: 757-434-2710
adavies@marathonorg.com

Serena Fulton, Consultant & Facilitator
Floricane
Phone:  570-709-4743
Serena@floricane.com

Vicki Kraai, CEO
VK Solutions
Phone: 402-984-9297
vicki@vksolutionsllc.com

Bruce Whitehurst, President & CEO
Virginia Bankers Association
Phone: (804) 241-3223
bwhitehurst@vabankers.org

Hunter Young, Founder & President
HIFI Agency
Phone: 919-210-4501
hunter@hifiagency.com

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.

Orientation

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.

Session 1:  Introduction to Banking and Understanding Bank Financials and Profitability

Instructors:  Bruce Whitehurst | Andy Davies | Michelle Austin

October 12, 2021 – 9:30am to 3:30pm

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.

Pre-Work

Due Date:  October 5, 2021 (Submit to gqueen@vabankers.org)

Pre-Work - Andy Davies

Post-Work

Due Date:  October 20, 2021 (Submit to gqueen@vabankers.org)

session one Materials

Coming Soon!

evaluations

Evaluation – Bruce Whitehurst

Evaluation – Andy Davies

Evaluation – Michelle Crook

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.

Pre-work

Due Date:  October 6, 2021 (Submit to gqueen@vabankers.org)

POST-WORK

Due Date:  October 21, 2021  (Submit to gqueen@vabanker.org)

 

session two Materials

 

Evaluation

Session 2 – Serena Fulton

 

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:

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:  November 10, 2021 (Submit to gqueen@vabankers.org)

Post-work

Due Date:  November 29, 2021 (Submit to gqueen@vabankers.org)

 

Session Three Materials

 

Evaluation

Evaluation – Vicki Kraai

 

Virtual Session:  CRA, Community Development and Networking 101

Instructor:  Nathalia Artus

December 8, 2021 - 2:00am 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 than can influence and impact professional goals.

Pre-work

Due Date:  November 29, 2021 (Submit to gqueen@vabankers.org)

 

Post-work

Due Date: December 16, 2021 (Submit to gqueen@vabankers.org)

 

Virtual Session Materials

 

Evaluation

Evaluation – Nathalia Artus

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.

Pre-work

Due Date:  December 7, 2021 (Submit to gqueen@vabankers.org)

 

Post-work

Due Date:  December 22, 2021 (Submit to gqueen@vabankers.org)

 

Session Four Materials

 

Evaluation

Evaluation – Hunter Young

Session 5, Part 1:  Introduction to Strategic Planning and Perspectives on Career Development

Instructor:  Tom Rasey

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.

Pre-work

Due Date:  January 4, 2022 (Submit to gqueen@vabankers.org)

 

Post-work

Due Date:  January 20, 2022 (Submit to gqueen@vabankers.org)

 

Session five, part 1 Materials

 

Evaluation

Evaluation – Tom Rasey

Session 5, Part 2:  Building Relationships, Dealing with Change in the Workplace, and Staying Abreast of Issues Affecting Your Bank and the Banking Industry

Instructors:  Andy Davies | Cody Florence | Chandler Owdom | Matt Bruning | Nathalia Artus 

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

 

Evaluation

Evaluation – Andy Davies | Cody Florence | Chandler Owdom | Matt Bruning | Nathalia Artus

Evaluation – Leadership Panel

Full Management Development Program Evaluation

Evaluation – MDP Sessions One through Five

Graduation

Date:  January 12, 2022 | 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 20, 2021.

Additional Resources/Articles