2024 Management Development Program Attendee Portal
Zoom & Session Links
- September 5, 2024 - Orientation (1:00 – 3:00 pm)
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Click here to join the meeting.
Meeting ID: 822 1221 6984
Passcode: 987889
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- October 2, 2024 - Bank Compliance (2:00 – 3:30 pm)
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Click here to join the meeting.
Meeting ID: 881 7630 1856
Passcode: 144958
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- October 29, 2024 - CRA & Networking (2:00 – 3:30 pm)
- Click here to join the meeting.
Meeting ID: 874 3917 1400
Passcode: 460465
- Click here to join the meeting.
Hotel Information
Hampton Inn Richmond West, Innsbrook
10800 W. Broad Street
Glen Allen, VA 23060
Sessions 1 & 2 for September 9-11 - Reservation deadline is August 26, 2024
Hampton Inn Richmond West, Innsbrook
Sessions 3 & 4 for October 15-17 - Reservation deadline is October 1, 2024
Hampton Inn Richmond West, Innsbrook
Session 5 for November 6-7 - Reservation deadline is October 22, 2024
Hampton Inn Richmond West, 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 Michele Dunn by the due date unless you have been asked to do 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 Michele Dunn in advance to let her know.
Orientation
Click here to view the recording of the 2024 Management Development Program Orientation. The passcode to view the recording is D$&6c2DX.
Facilitators: Gabby Bond | Matt Bruning | Andy Davies | Walt Lyons
Location: Virtual/Zoom
September 5, 2024 (1:00 – 3:00pm)
During orientation we’ll review the objectives of the MDP, an introduction to the banking industry in Virginia and VBA from Matt Bruning, and an overview of the VBA’s Emerging Bank Leaders program from Gabby Bond.
Session 1: Introduction to Banking | Strengthening a Culture Through Emotional Intelligence | Accounting & ALCO – Banking’s Universal Language
Instructors: Andy Davies | Alex Vari
Location: VBA Training Center
September 10, 2024 - 8:30 am to 4:30 pm
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 MDP2024.
Pre-Work
Andy Davies’ Pre-Work – please bring with you to session 1
Andy Davies - Session One Pre-Work
Alex Vari’s Pre-Work – please bring with you to session 1
Alex Vari - Case Study Questions
Alex Vari - Case Study SVB 2020-2019
Alex Vari - Case Study SVB 2022-2021
session one Materials
Andy Davies’ class Materials
Management Development Program Session One - Intro to Banking
Alex Vari’s class Materials
Accounting & Alco - Banking's Universal Language
evaluation
Survey is closed.
Session 2: Insights® Discovery: Learning Your Personal Leadership Style
Instructor: John Sarvay
Location: VBA Training Center
September 11, 2024 - 8:30 am to 4:30 pm
This full day session introduces participants to the concept of self-awareness as a building block for personal, team, and management effectiveness. 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
- Each participant’s individual profile and their personal color preferences
- Action plans to put new awareness and commitments into practice at work
To open password protected documents, please use MDP2024.
Pre-work
John Sarvary’s Pre-Work – Please complete ASAP, results needed prior to session 2
Virtual Insight® Discovery - Beginning the Journey Pre-Work
Step One: Review the Objectives (watch video)
Step Two: Take the Insights Assessment (see link)
session two Materials
VBA MDP Class of 2024 Insights Wheel
Intro to Insights Quick Reference Guide
Post-Work
Keeping Insights Alive Post-Work
Evaluation
Survey is closed.
Virtual Session – Insights Team Effectiveness Model – John Sarvay
session materials
To open password protected documents, please use MDP2024.
Insights Team Effectiveness Model
Click here to view the recording of the virtual Insights Team Effectiveness Model session.
The passcode to view the recording is %s3+2.6l.
Virtual Mini-Session: Bank Compliance
Instructor: Julia Gutierrez
To open password protected documents, please use MDP2024.
Location: Virtual/Zoom
October 2, 2024 - 2:00 - 3:30pm
Recording
Click here to view the recording of the Bank Compliance Virtual Mini-Session. The passcode to view the recording is 8VgG1UF*.
Evaluation
Survey is closed.
Session 3: From the CEO Seat – Defining Moments in our Professional Development Journey
Instructor: Vicki Kraai
Location: VBA Training Center
October 16, 2024 - 8:30 am to 4:30 pm
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 MDP2024.
Pre-work
Vicki Kraai’s Pre-Work
2024 VBA MDP Session 3 Pre-Work
Due Date: October 9th to submit the shop results with the survey links provided below, there is a link for in-person and for telephone (whichever you decide to do).
2024 VBA MDP In Person Shop
2024 VBA MDP Phone Shop
VBA-MDP (In-Person Shop 2024) Survey Results
VBA-MDP (Phone Shop 2024) Survey Results
Session Three Materials
To open password protected documents, please use MDP2024.
Professional Maturity Training Material
Evaluation
Survey is closed.
Session 4: The Digital Consumer & Bank Marketing’s Role
Instructors: Hunter Young | DJ Seeterlin
DJ Seeterlin - Career Highlights
Location: VBA Training Center
October 17, 2024 - 8:30 am - 4:30 pm
For decades, bank marketing was limited to quarterly campaigns and arranging the next customer appreciation day at the local branch. However, progressive banks are now transforming marketing into a central force for enhancing customer experiences, innovating financial products, influencing technology decisions, and optimizing service channels to meet clients’ needs. This session will explore the crucial role of bank marketing in today’s digital landscape, focusing on four key tenets of a modern bank marketing department: brand communication, digital marketing, data analytics, and experiential product and service development. Key topics to be covered include:
- Integrating brand communication with digital strategies to build trust and loyalty
- Leveraging digital marketing to reach and engage the modern consumer
- Utilizing data analytics to drive informed marketing decisions and personalized experiences
- Developing innovative products and services that resonate with today’s digital-savvy customers
To open password protected documents, please use MDP2024.
Pre-work
Hunter Young’s Pre-Work
Session Four Pre-Work - Hunter Young
Due Date: October 10, 2024
DJ Seeterlin’s Pre-Work
N/A
session Four Materials
The Digital Consumer & Bank Marketing's Role
Evaluation
Survey is closed.
Virtual Mini-Session: CRA & Networking
Instructor: Nathalia Artus
Nathalia Artus - Career Highlights
Location: Virtual/Zoom
October 29, 2024 - 2:00 – 3:30 pm
Bankers and Responsible Banking: Community Reinvestment Act (CRA) and Fair Banking: Drivers of Opportunity for Thriving Communities
This portion will cover the banking industry’s meaningful work strengthening communities through Fair Banking and CRA. And to close it off, the participants will explore how community engagement impacts their careers and professional goals.
Innovative Ways to Connect and Engage with Individuals, Businesses and Communities
This portion will cover the connection opportunities that can influence and have a positive impact in your career, with focus on networking!
Recordings
Click here to view the recording of the Virtual Mini Session – CRA & Networking
Passcode: by?Hz5t%
To open password protected documents, please use MDP2024.
virtual mini-session Materials
Bankers & Community Reinvestment Act (CRA)
User's Manual on Connecting & Engaging
Evaluation
Survey closed.
Session 5, Part 1: Intro to Strategic Planning & Perspectives on Career Development
Instructors: Andy Davies | Tom Rasey | Sherri Sackett | Jay Stafford
Sherri Sackett - Career Highlights
Jay Stafford - Career Highlights
Location: VBA Training Center
Part One: November 6, 2024 - 8:30 am – 4:30 pm
Agenda MDP Session 5, Part 1 - Nov. 6
During part one of session five, participants will:
- Receive an introduction to strategic planning and learn why this is important to management, boards of directors and regulators
- Hear a presentation from a former VA community bank CEO on how to strengthen a culture through emotional intelligence
- Have an opportunity to learn how to ‘lean into awkward’
- Engage with a VA community bank CEO on the topic of ‘negotiating to lead’
To open password protected documents, please use MDP2024.
Pre-work
N/A
Session five, part 1 Materials
Strengthening A Culture Through Emotional Intelligence & Lessons Learned Along The Way
VBA Session Five Part 1 Slides - Andy Davies
First Coastal Bank Strategic Plan
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: Gabby Bond | Matt Bruning | Andy Davies | Cody Florence | Eric Floyd | Adam Hill | Jennifer Huffman | Tom Rasey | Kristen Reid
Gabby Bond - Career Highlights
Matt Bruning - Career Highlights
Cody Florence - Career Highlights
Eric Floyd - Career Highlights
Jennifer Huffman - Career Highlights
Location: VBA Training Center
Part Two: November 7, 2024 - 8:30 am - 3:00 pm
Agenda MDP Session 5, Part 2 - Nov. 7
To open password protected documents, please use MDP2024.
Session Five, Part 2 Materials
Boost Your Career by Being Active in Your Community
Engagements Opportunities with the VBA
Evaluations
Please complete both surveys below at the end of the session.
Survey is closed.
Survey is closed.
Graduation & Additional Information About Session Five
Graduation Date: November 7, 2024 | 4:00 – 5:30pm
The dress code for the ceremony is business attire. A reception will follow graduation with light refreshments, wine, beer and soft drinks.
Articles & Additional Information
To open password protected documents, please use MDP2024.
Management Secrets from the Man Who Built the Bomb
Sign Up for Online Publications from AXIOS
Turn Your Boss's Favorite Word from NO to YES
Trust is the Most Important Ingredient
Pickle Firm's Chief Relied on Humor
How to Master the Art of Respectful Disagreement
Old Folks Are Smarter Than You Think
A Thoughtful Pause Can Help Advance Your Career Later On
What Keeps Leaders Up At Night
Information About What's Going On
Brian Niccol - CEO, Chipotle Mexican Grill
Hiring Blows Past Expectations
Stop Ducking the TOUGH DECISIONS
EBL Sign-Up and Event Information
Sign up for the VBA Emerging Bank Leaders here. If you have any questions, please contact Gabby Bond and click here for more information on the group.