2022 Management Development Program Resource Portal

Internal Links


September 21 MDP Newsletter

October 5 MDP Newsletter

October 14 MDP Newsletter

November 1 MDP Newsletter

November 23 MDP Newsletter

December 16 MDP Newsletter

Zoom & Session Links

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

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

Donald Seeterlin (DJ), Chief Information Officer
Chesapeake Bank
Phone:  757-941-1334

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.  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.


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.


Orientation Post-Work
Bring completed post-work assignment to Session One.


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.


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.


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)

My Bank UBPR




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:

  1. The importance of self-awareness and perception in the workplace.
  2. The Insights® Discovery tool and the language of colors to define preferences.
  3. An overview of your individual profile and your personal color preferences.
  4. Action plans to put new awareness and commitments into practice at 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.


Session Two Post-Work
Due Date:  October 26

session two Materials

Insights Discovery: Learning Your Personal Leadership Style Presentation

Reflection Prompts

Reflection Prompts (Word Format)


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.






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


Due Date:  November 10

Session Three Pre-Work
Pre-work assignment is a questionnaire/survey that should be submitted online.


Due Date:  December 1

Session Three Post-Work

Session Three Materials

Session Three Outline 

Credit Report Training Guide

Lending Case Study

In-Person Shop 

Phone Shop


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.



Virtual Session Materials



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


Due Date:  December 6


Pre-work assignment is a questionnaire/survey that should be submitted online.


Due Date:  December 28

Session Four Post-Work

Session Four Materials

Session Four Presentation


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.


Due Date:  December 29

Session Five Pre-Work (Andy Davies)


Due Date:  January 30

Session Five Post-Work (Andy Davies)

Session five, part 1 Materials

Agenda for January 10th

Session Five Presentation (Andy Davies)

Four Strategic Growth Alternatives to Create Shareholder Value

First Coastal Bank, Strategic Business Plan 2023-2025

Tom Rasey Bio

Cody Florence Bio

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


Due Date: Bring completed assignment with you to class on January 11th.

Pre-Work (Cody Florence)

Session Five, Part 2 Materials

Agenda for January 11th (updated 12/27/22)

Session Five Presentation (Cody Florence)

Tom Rasey Bio

Cody Florence Bio

Eric Floyd Bio

Adam Hill Bio

Sherri Sackett Bio


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
For information about VBA publications, click here.
To view Nicole Elam’s Interview & Additional Member Resources, click here.

What’s the Difference Between Sponsorship and Mentorship? Click here to read the article.

December 9


Teen Brains

Bermuda Triangle


December 2

Elon Musk

Personal Board-Harris

Role Play


November 21

Home Buyers

Emmett Shear

Next Generation Buds

Space Junk

Personal Board #4

November 10


Distressed Index

Younger Women

Marketing Guru

Personal Board #3

November 4

Fed Raises Rate

Understanding Inflation

Bank Financial Reporting

Personal Board #2

October 28

Amazon Practical Gadgets

Board Games

Considerations on Leadership

Personal Board

Pickle Obituary


October 21

What Do You Do?

The Weight of Responsibility


Gen Z Favorite Brands

McKinsey and Gen Z

What Gen Z Really Wants

October 14

Apple's Fall '22 Products: How They Measure Up


These Bosses Are OK with Boundaries

No Inflation Relief

The Key to Retaining Your Best Employees"

Proximity Bias is Very Real

Radical Candor

The Secret to Midcareer Success

Succession Planning: Thinking Differently

A Sense of Urgency