2023 Management Development Program Resource Portal
Zoom & Session Links
- September 6, 2023 – Orientation
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https://us02web.zoom.us/j/87495800854?pwd=Y0VKY2FLMHJiNGhLYU9adUN0SXVYdz09
Meeting ID: 874 9580 0854
Passcode: 855809
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- October 25, 2023 – Bank Compliance
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https://us02web.zoom.us/j/85765075981?pwd=ZnVKVk9IUUlWNExINHgxeDJoOXZ0QT09
Meeting ID: 857 6507 5981
Passcode: 291372
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- November 2, 2023 – Community Development/CRA & Community Engagement/Networking 101
- https://us02web.zoom.us/j/87021404690?pwd=RUtNQ3FSdS9sZzg3TDQwZkNNdGkvUT09
Meeting ID: 870 2140 4690
Passcode: 308573
- https://us02web.zoom.us/j/87021404690?pwd=RUtNQ3FSdS9sZzg3TDQwZkNNdGkvUT09
Hotel Information
Sessions 1 & 2 for September 10-12 – Reservation deadline is September 1, 2023
Homewood Suites Richmond-West End/Innsbrook
Sessions 3 & 4 for October 17-19 – Reservation deadline is September 17, 2023
Homewood Suites Richmond-West End/Innsbrook
Session 5 for November 13-15 – Reservation deadline is October 13, 2023
Homewood Suites Richmond-West End/Innsbrook
Participant/Instructor/Panelist/Staff Profiles
Click here to view MDP Profiles.
If you haven’t completed your profile, please click here.
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
If you would like to view the Orientation recording, please click here. The passcode is “z4$&P!Y.“
Facilitators: Andy Davies | Walt Lyons | Bruce Whitehurst
Location: Virtual/Zoom
September 6, 2023 -1:00pm to 3:00pm
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.
Session 1: Introduction to Banking & Accounting & ALCO-Banking’s Universal Language
Instructors: Andy Davies | Jay Stafford | Alex Vari
Location: VBA Training Center
September 11, 2023 – 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 and key performance ratios. 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.
To open password protected documents, please use VBAMDP2023!
Pre-Work
Andy Davies’ Pre-Work
Session 1 Pre-Work (Davies)
Bring with you to class on September 11.
Alex Vari’s Pre-Work
Session 1 Pre-Work (Vari)
Bring with you to class on September 11.
session one Materials
Session One Agenda (updated 9/7/23)
Andy Davies’ class Materials
Session One PowerPoint Presentation (Davies)
Jay Stafford Class Materials
Session One PowerPoint Presentation (Stafford)
Alex Vari’s class Materials
Session One PowerPoint Presentation (Vari) Updated 9/11/23
NIM Worksheet – Print this out and bring with you to the session.
evaluation
Session One Survey is closed.
Session 2: Insights® Discovery: Learning Your Personal Leadership Style
Instructor: John Sarvay
Location: VBA Training Center
September 12, 2023 – 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.
To open password protected documents, please use VBAMDP2023!
Pre-work
John Sarvary’s Pre-Work
Session 2 Pre-Work (Sarvay)
Complete all of the steps by September 8. (updated)
Step One: Review the Objectives (watch video)
Step Two: Take the Insights Assessment (see link)
session two Materials
Session Two PowerPoint Presentation (Sarvay) updated 9-13-23
Evaluation
Session Two Survey is closed.
Session 3: Digital Banking & The Modern Bank Marketing Department
Instructor: Hunter Young
Location: VBA Training Center
October 18, 2023 – 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
To open password protected documents, please use VBAMDP2023!
Pre-work
Hunter Young’s Pre-Work
Click here to complete pre-work (survey).
Due by October 13, 2023 (updated)
Session Three Materials
Hunter Young’s Class Materials
Session Three PowerPoint Presentation (Young)
Evaluation
Session Three Survey is closed.
Session 4: From the CEO Seat – Defining Moments in our Professional Development Journey
Instructor: Vicki Kraai
Location: VBA Training Center
October 19, 2023 - 9:00pm 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 experience
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
To open password protected documents, please use VBAMDP2023!
Pre-work
Vicki Kraai’s Pre-Work
Click here to complete pre-work.
Due by October 13, 2023.
session four Materials
Visit Your Values updated 10/17/23
Evaluation
Session Four Survey is closed.
Virtual Mini-Session: Bank Compliance
Instructor: Julia Gutierrez
Click here to read Julia’s bio.
Location: Virtual/Zoom
October 25, 2023 – 2:00pm to 3:30pm
Recording
If you would like to view the Bank Compliance recording, please click here. The passcode is “$x@^1G2R“
Virtual Mini-Session Materials
To open password protected documents, please use VBAMDP2023!
Virtual Mini Session-Bank Compliance PowerPoint Presentation (Gutierrez)
Evaluation
Virtual Mini-Session Survey is closed.
Virtual Mini-Session: Community Development/CRA & Community Engagement/Networking 101
Instructor: Nathalia Artus
Click here to read Nathalia’s “Career Highlights”
Location: Virtual/Zoom
November 2, 2023 - 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 connection opportunities that can influence and impact professional goals.
Recordings
If you would like to view the CRA & Networking recordings, please click below.
Please click here for part 1. The passcode is $x@^1G2R.
Please click here for part 2. The passcode is *2smYh4?.
virtual mini-session Materials
To open password protected documents, please use VBAMDP2023!
Virtual Mini-Session-CRA PowerPoint Presentation (Artus)
Virtual Mini-Session-Networking PowerPoint Presentation (Artus)
Evaluation
Virtual Mini-Session Survey is closed.
Session 5, Part 1: Digital Banking, Intro to Strategic Planning, & Perspectives on Career Development
Instructors: Andy Davies | Tom Rasey | Sherri Sackett | DJ Seeterlin
Location: VBA Training Center
Career Highlights-Guest Instructors
Part One: November 14, 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.
To open password protected documents, please use VBAMDP2023!
Pre-work
N/A
Session five, part 1 Materials
Session Five, Part One Agenda updated 10/30/23
Session Five, Day One PowerPoint Presentation (Seeterlin)
Session Five PowerPoint Presentation (Davies)
First Coastal Bank Strategic Plan
Session Five, Day One PowerPoint Presentation (Rasey)
Session Five, Day One PowerPoint Presentation (Sackett)
Session 5, Part 2: Advocacy & Industry Engagement Beyond MDP
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 Bank 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
Speakers: Matt Bruning | Andy Davies | Cody Florence | Jennifer Huffman | Chandler Owdom | Sherri Sackett | Kristen Reid
Senior Bank Leadership Conversation Participants: Eric Floyd | Adam Hill | Jennifer Huffman | Tom Rasey
Location: VBA Training Center
Career Highlights-Guest Instructors
Part Two: November 15, 2023 – 9:00am to 3:00pm
Session Five, Part 2 Materials
Session Five, Part Two Agenda updated 10/30/23
Session Five, Day Two PowerPoint Presentation (Florence)
Session Five, Day Two PowerPoint Presentation (Darmanin)
Evaluations
Please complete both surveys below at the end of the session.
Graduation & Additional Information About Session Five
Graduation Date: November 15, 2023 | 4:00pm to 5:00pm
Details coming soon!
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
Coming Soon!