2021 Management Development Program Resource Portal

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Participant/Instructor/Panelist/Staff Profiles

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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
Phone: 540-580-3927 

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

Serena Fulton, Consultant & Facilitator
Phone:  570-709-4743

Vicki Kraai, CEO
InterAction Training
Phone: 402-984-9297

Bruce Whitehurst, President & CEO
Virginia Bankers Association
Phone: (804) 241-3223

Hunter Young, Founder & President
HIFI Agency
Phone: 919-210-4501

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.

Orientation Agenda

Orientation Slide Deck  updated 9/27/21

MDP Progression Chart

Virginia Banking Magazine (September 21)

Emerging Banking Leaders Portal (Chandler Owdom)

MDP Notes Page

Emerging Bank Leaders Slide Deck


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 gqueen@vabankers.org)
Session One Pre-Work - Andy Davies  Please see updated submission information (9/28/21)

Due Date:  October 12, 2021 (Bring completed assignment with you to Session One)
Orientation Post-Work/Session One Pre-Work - Bruce Whitehurst


Due Date:  October 20, 2021 (Submit to gqueen@vabankers.org)
Session One Post-Work - Andy Davies
Session One Post-Work - Michelle Austin

session one Materials

Session One Agenda

Bruce Whitehurst
Session One PowerPoint-Bruce Whitehurst

Andy Davies
Andy Davies-Session One PowerPoint
MDP Notes Page

Michelle Austin
Michelle Austin-Session One PowerPoint
Financials for MDP Bank
My Bank UBPR
Management Development Worksheet 
 You may want to print out this attachment.
MDP Notes Page

Andy’s session one communications

September 28


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.


Due Date:  October 8, 2021
Session Two Pre-Work - Serena Fulton  Complete Steps 1-2

Serena will send you your personal profile and a reminder of your additional pre-work steps on October 11.

Due Date:  October 13, 2021 
Session Two Pre-Work - Serena Fulton  Complete Steps 3-6 by the start of your Introduction to Insights session.


Due Date:  October 21, 2021  (Submit to gqueen@vabanker.org)
Session Two Post-Work - Serena Fulton

session two Materials

Session Two Agenda
Serena Fulton-Session Two PowerPoint

Reflection Prompts  You can either download this as a Word document and type in, print and write on, or just use as a reference for questions.
MDP Notes Page


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:

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


Due Date:  November 10, 2021 (Complete via the link on the assignment.)
Session Three Pre-Work - Vicki Kraai


Due Date:  November 29, 2021 (Submit to gqueen@vabankers.org)
Session Three Post-Work - Vicki Kraai

Session Three Materials

Vicki Kraai-Session Three Outline  (Print this out and bring with you to the session.)
Session Three Agenda
SHOP/Pre-Session Survey Results
Customer Expectation
Lending Case Study

MDP Notes Page


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

PowerPoint-Innovative Ways to Connect & Engage
PowerPoint-Bankers & CRA: Drivers of Opportunity for Thriving Communities

MDP Notes Page


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 gqueen@vabankers.org)
Session Four Post-Work - Hunter Young

Session Four Materials

Session Four Agenda
Hunter Young-Session Four PowerPoint
MDP Notes Page


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

December 17 Communication to MDP Participants  (This was emailed on December 17.)

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 gqueen@vabankers.org summarizing the content of your discussion. Type in the subject line of your email Session 5 Pre-Work Assignment.)
Session Five Pre-Work-Andy Davies


Due Date:  January 28, 2022 (Submit to gqueen@vabankers.org)
Session Five Post-Work - Andy Davies  updated 12/20/21

Session five, part 1 Materials

January 11 Agenda
Andy Davies-Session Five PowerPoint
Four Strategic Growth Alternatives
First Coastal Bank Strategic Business Plan, 2022-2024
Group Break Outs Exercise
MDP Notes Page

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

January 12 Agenda
Career Highlights: Cody Florence

Building Valued Relationships PowerPoint
Career Highlights of 4 Leadership Panelists
Memo: Recommended Reading/Listening
Session Five Post-Work in 2 Parts - Andy Davies
   Due date: January 28, 2022 (Submit to gqueen@vabankers.org)
MDP Notes Page


Session Five Evaluation

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.

Additional Resources/Articles 

Recommended Reading & Listening List (updated 1/14/21)
Andy Davies

September 30, 2021
Defining Current Generations
Smart, Curious, Work Ethic
In a Life-or-Death Crisis, Humility is Everything
A Detailed Guide to How Cryptocurrencies Workz

October 25, 2021
MEMO-Session One Post-Work
News of Potential Interest: Human Events

November 1, 2021
MEMO-Summary: Your Core Values You Created During Session One

November 3, 2021
US Economy Needs the Retirees Who Fled COVID-19
C-Suite Strategies: Women, Men and Deadlines
C-Suite: Which Works Need Mentoring? The Ones Who Don't Want It
The New Bucket List

November 8, 2021
America's Economy is Strong, Even if it Doesn't Feel That Way

November 30, 2021
Bank Chief Faces Changed Economy
Variant Upends Bets on Fed Moves
Jobless Claims Fall to 52-Year Low
Mortgage Burnout Looms for Lenders
Franklin Roosevelt's Turkey of an Idea to Boost Christmas Sales
For Those of You Who Enjoy Your History Trivia!
It's Time for a History Lesson-One that Doesn't Leave Out Native Americans
Online Retailers Demand Real Store Locations

December 9, 2021
The Problem with Shaming Employees
Do You Speak Cybersecurity?

Election Recap

VBA Legislative Bulletin: November Election Recap 

Serena Fulton

October 8, 2021
Insightful Strategies
Insights Color Energies
Intro to Insights Quick Reference

Bruce Whitehurst’s Recommended Reading – The New Psychology of Success by Carol Dweck

Matt Bruning’s Recommended Newsletter Links:

Emerging Bank Leaders