2021 Management Development Program Resource Portal
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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
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.
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.
Due Date: October 5, 2021 (Submit to firstname.lastname@example.org)
Due Date: October 20, 2021 (Submit to email@example.com)
session one Materials
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.
Due Date: October 6, 2021 (Submit to firstname.lastname@example.org)
Due Date: October 21, 2021 (Submit to email@example.com)
session two Materials
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:
- 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 (Submit to firstname.lastname@example.org)
Due Date: November 29, 2021 (Submit to email@example.com)
Session Three Materials
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.
Due Date: November 29, 2021 (Submit to firstname.lastname@example.org)
Due Date: December 16, 2021 (Submit to email@example.com)
Virtual Session Materials
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.
Due Date: December 7, 2021 (Submit to firstname.lastname@example.org)
Due Date: December 22, 2021 (Submit to email@example.com)
Session Four Materials
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.
Due Date: January 4, 2022 (Submit to firstname.lastname@example.org)
Due Date: January 20, 2022 (Submit to email@example.com)
Session five, part 1 Materials
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 – Andy Davies | Cody Florence | Chandler Owdom | Matt Bruning | Nathalia Artus
Evaluation – Leadership Panel
Full Management Development Program Evaluation
Evaluation – MDP Sessions One through Five
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.