2022 Management Development Program Resource Portal
Newsletters
Zoom & Session Links
- September 28 – Orientation
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https://us02web.zoom.us/j/89840796534?pwd=TGNlMlZaeWNaY2J1bGFIUGllT1pmUT09
Meeting ID: 898 4079 6534
Passcode: 067292
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- October 27 – The Banking Technology Tsunami is Here – Can You Swim?
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https://us02web.zoom.us/j/87998323108?pwd=U2RXT2VlcHdDbU1sU2xiYnNUa1JmUT09
Meeting ID: 879 9832 3108
Passcode: 776986
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- November 2 – Session Two Optional Webinar
- https://us02web.zoom.us/j/5715352631
Meeting ID: 571 535 2631
No passcode needed
- https://us02web.zoom.us/j/5715352631
- December 6 - Community Development/CRA and Community Engagement/Networking 101
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https://us02web.zoom.us/j/83807229358?pwd=VmxpTmhMTnl3NzFHZjRQZWNCa3hxZz09
Meeting ID: 838 0722 9358
Passcode: 602661
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Hotel Information
Sessions 1 & 2 – Reservation Deadline was September 11, 2022
Hyatt Place Richmond/Innsbrook (G-VABA)
Session 3 – Reservation Deadline was October 17, 2022
Hyatt Place Richmond/Innsbrook (G-VABA)
Session 4 – Reservation Deadline is November 13, 2022
Hyatt Place Richmond/Innsbrook (G-VABX)
Session 5, Part 1 – Reservation Deadline is December 10, 2022
Hyatt Place Richmond/Innsbrook (G-VABX)
Session 5, Part 2 – Reservation Deadline is December 10, 2022
Richmond Marriott Downtown Reservation link updated 9-27-22
*UPDATE – Use the same link to make reservations on January 11, 2023 for Banker Day to be held on January 12, 2023
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
maustin@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
InterAction Training
Phone: 402-984-9297
vicki@interaction-training.com
Donald Seeterlin (DJ), Chief Information Officer
Chesapeake Bank
Phone: 757-941-1334
dseeterlin@chesbank.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. Pre-work assignments will be discussed during each session and should be brought with you to class. Post-work assignments should be submitted to Gail Queen by the due date unless you have been asked to something differently from your instructor and/or Andy and Walt. 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 | Bruce Whitehurst
Location: Virtual/Zoom
September 28, 2022 - 2:30pm to 4:30pm
In this orientation session, we will explain the learning outcomes for MDP, walk participants through the program format, review the pre- and post-work schedule and assignments, and facilitate an exercise to promote relationship building and networking. Participants will also hear from VBA President & CEO Bruce Whitehurst on his leadership philosophy, followed by a discussion on bank regulation, bank competition and the history of the VBA. Participants will then hear from VBA SVP of Government and Member Relations Matt Bruning on industry advocacy and VBA VP of Communications and Strategy Chandler Owdom about the VBA Emerging Bank Leaders. This session will set the stage for what is to come in the months ahead.
Post-Work
Orientation Post-Work
Bring completed post-work assignment to Session One.
Evaluation
Orientation Evaluation (Closed)
Session 1: Introduction to Banking & A+ Accounting and ALCO
Instructors: Andy Davies | Michelle Austin
Location: VBA Training Room
October 11, 2022 - 9:00am to 4:30pm
The first session has a dual focus. First, an overview of the following topics: vision, core values, strategy, mission, peer group, deposit mix, loan mix, CAMELS rating system, risk management/risk oversight and basic concepts of effective leadership. Second, participants will gain an appreciation for accounting and apply the concepts learned to understanding their banks’ financial statements. Participants will explore ALCO topics and grasp how different economic scenarios drive ALCO decisions. Participants will walk away more confident in the asset liability process plus so much more.
Pre-Work
Session One, Part One Pre-Work Updated 9/29/22
Due Date: October 8th
Submit your completed pre-work assignment to Gail (gqueen@vabankers.org).
No pre-work for Session One, Part Two.
Post-Work
Session One, Part One Post-Work
Due Date: October 26
Session One, Part Two Post-Work
Due Date: October 26
session one Materials
Session One, Part One
Intro to Banking Presentation updated 10/6/22
Session One, Part Two
A+ Accounting and ALCO Presentation
Management Development Worksheet (PRINT THIS OUT FOR CLASS)
Financials for MDP Bank (PRINT THIS OUT FOR CLASS)
evaluation
Session One Survey (Closed)
Session 2: Insights® Discovery: Learning Your Personal Leadership Style
Instructor: Serena Fulton
Location: VBA Training Room
October 12, 2022- 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.
During Session Two, we will cover:
- The importance of self-awareness and perception in the workplace.
- The Insights® Discovery tool and the language of colors to define preferences.
- An overview of your individual profile and your personal color preferences.
- Action plans to put new awareness and commitments into practice at work.
Pre-work
Session Two Pre-Work
Complete steps 1-2 by October 3.
Complete steps 3-6 by the start of your Introduction to Insights session on October 12.
Bring your profile and completed pre-work assignment to Session Two.
POST-WORK
Session Two Post-Work
Due Date: October 26
session two Materials
Insights Discovery: Learning Your Personal Leadership Style Presentation
Reflection Prompts (Word Format)
Evaluation
Session Two Survey (Closed)
Virtual Mini-Session: The Banking Technology Tsunami Is Here – Can You Swim?
Instructor: DJ Seeterlin
Location: Virtual/Zoom
October 27, 2022 – 2:00pm to 3:30pm
The Banking Technology Tsunami Is Here – Can You Swim?
Technology is rapidly raising the tide of change for banking. Fintechs, APIs, open banking, and neo-banks are floating in the waters all around. Participants will learn how to navigate the changes around you to help keep your customers and your bank ahead of the current.
pre-work
N/A
post-work
N/A
Evaluation
Virtual Mini-Session Survey (Closed)
Optional Session Two Follow-up Webinar
Instructor: Serena Fulton
Location: Virtual/Zoom
November 2, 2022 – 12:00pm to 1:00pm
This optional follow-up webinar is a space 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.
Session 3: From the CEO Seat – Defining Moments in our Professional Development Journey
Instructor: Vicki Kraai
Location: VBA Training Room
November 17, 2022 - 9:00am to 4:30pm
Session three is designed to provide participants 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 managing the customer experience, leading a team for success, and insight into the lending role within the bank. 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:
Customer Experience Management
- Current economic landscape
- History of regulations vs. customer perception
- Professional maturity
- Ordinary vs. extraordinary experiences
Lending Portfolio Management
- 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
Leadership Development
- Managing in a new era
- Ethical leadership
- Emotionally intelligent leadership
- Visiting our values
- Knowing our why
Pre-work
Due Date: November 10
Session Three Pre-Work
Pre-work assignment is a questionnaire/survey that should be submitted online.
Post-work
Due Date: December 1
Session Three Materials
Evaluation
Session Three Survey (Closed)
Virtual Mini-Session: Community Development/CRA and Community Engagement/Networking 101
Instructor: Nathalia Artus
Location: Virtual/Zoom
December 6, 2021 - 2:00pm to 3:30pm
Bankers and Community Reinvestment Act (CRA): Drivers of Opportunity for Thriving Communities - This portion 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 portion will cover the post-pandemic connection opportunities than can influence and impact professional goals.
Pre-work
N/A
Virtual Session Materials
N/A
Evaluation
Virtual Mini-Session Survey (Closed)
Session 4: Digital Banking & The Modern Bank Marketing Department
Instructor: Hunter Young
Location: VBA Training Room
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. Below are some of the topics of this session:
- Brand communication
- Digital marketing
- Data analytics
- Experiential product and service development
- Fintech
- Macro pressures facing banks in digital arena
- Blockchain
- New payment systems
Pre-work
Due Date: December 6
https://www.surveymonkey.com/r/QX5Z9RH
Pre-work assignment is a questionnaire/survey that should be submitted online.
Post-work
Due Date: December 28
Session Four Materials
Evaluation
Session Four Survey (Closed)
Session 5, Part 1: Introduction to Strategic Planning and Perspectives on Career Development
Instructors: Andy Davies | Tom Rasey
Location: VBA Training Room
Part One: January 10, 2023 - 9:00am to 4:30pm
During part one of session five, 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: December 29
Session Five Pre-Work (Andy Davies)
Post-work
Due Date: January 30
Session Five Post-Work (Andy Davies)
Session five, part 1 Materials
Stay Engaged with EBL Presentation
Session Five Presentation (Andy Davies)
Four Strategic Growth Alternatives to Create Shareholder Value
First Coastal Bank, Strategic Business Plan 2023-2025
Session 5, Part 2: Advocacy & Industry Engagement Beyond MDP
Speakers: Nathalia Artus, Matt Bruning, Andy Davies, Cody Florence, Chandler Owdom
Senior Bank Leadership Participants: Eric Floyd, Adam Hill, Tom Rasey, Sherri Sackett
Location: Richmond Marriott Downtown
Part Two: January 11, 2023 - 9:00am to 3:00pm
Part two of session five will kick off with a timely overview of the current Virginia General Assembly session and the importance of banker advocacy. Participants will then hear from a Virginia bank retail executive on developing an understanding of the importance of building valued relationships among your peers within the bank. Following a session on career development from the c-suite, participants will participate in a special conversation led by senior bankers with the theme of “Leadership and Management in a New Era.” The session will close with:
- Overview of the VBA’s diversity, equity and inclusion initiatives
- Staying connected with the VBA and industry through the VBA’s Emerging Leaders program
- How to leverage your MDP class network
- A recap of the advocacy discussion from session one and the networking discussion from the virtual mini-session, followed by some time for VBA Banker Day Prep
Pre-Work
Due Date: Bring completed assignment with you to class on January 11th.
Session Five, Part 2 Materials
Agenda for January 11th (updated 12/27/22)
Session Five Presentation (Cody Florence)
Evaluations
Please complete both surveys below.
Session Five Survey Closed
Full Program Survey Closed
Graduation & Additional Information About Session Five
Graduation Date: January 11, 2022 | 4:00pm to 5:00pm
Graduation will be held at the Marriott Richmond Downtown, 500 E Broad Street, Richmond, VA on the lower level in the Madison-Jefferson-Monroe Rooms. Parking is available for a fee in the parking garage located at the corner of N 5th & E Marshall Streets. You can enter the Marriott on the 3rd level of the garage.
The dress code for the ceremony is business attire.
EBL Sign-Up and Event Information
Sign up for the VBA Emerging Bank Leaders here. With questions, please contact Chandler Owdom and click here for more information on the group.
EBL Members are encouraged to attend the Pre-Banker Day Reception on January 11th from 5:30-6:30pm at the Corner Rapids Bar in the Richmond Marriott Downtown. Please RSVP here if you plan to attend the reception. Please also join your fellow EBL members for a Pre-Banker Day Dinner on January 11th at 7:00pm at Lillie Pearl. Please RSVP here if you plan to attend the dinner.
Additional Resources/Articles From Andy Davies
VBA Publications & Resources
What’s the Difference Between Sponsorship and Mentorship? Click here to read the article.
December 9
December 2
November 21
November 10
November 4
October 28
October 21
October 14
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