2014 Bank Trainers Conference Agenda WEDNESDAY, July 9



2014 Bank Trainers Conference Agenda WEDNESDAY, July 9
2014 Bank Trainers Conference Agenda
WEDNESDAY, July 9, 2014
7:30 a.m. – 8:30 a.m
Pre-Conference Workshop Registration and Continental Breakfast – SOLD OUT!
8:30 a.m. – 12:30 p.m
Pre-Conference Workshop – Sales Training Workshop: 10 Sales Mini Sessions for Your Bank or Credit
Union! – SOLD OUT!
(click here for more information)
-an additional fee applies
2:00 p.m. – 3:00 p.m.
Registration and Refreshments
3:00 p.m. – 3:30 p.m
Welcome to New Orleans – A Little Bit of Mardi Gras!
3:45 p.m. – 5:00 p.m.
No Place Like Home: Changing the Organization with Eight Months of Silo Bustin’, Relationship
Buildin’, Educatin’, Innovatin’, Process Improvin’, Job Shadowin’ Fun – Broc Edwards and Cheryl Gochis
Banks and credit unions with multiple locations, whether big or small, global or local, face the challenges
of isolation, fragmented and disconnected objectives, and us-versus-them silos. What if you could
remove the barriers, increase communication throughout the organization, build relationships across
areas, create big picture understanding of how each area supports the company, identify process
improvements, create appreciation and understanding between areas, identify potential career paths,
and reverse global warming?
Ok, some of that just might be too good to be true. We can’t guarantee you’ll be able to do all of those
things at the end of this session. But we can show you how Extraco Banks uses a simple and effective job
shadow program to increase communication, understanding, and improve processes across the
organization (but, we’re still working on the whole global warming thing).
5:00 p.m. – 6:00 p.m.
Gala Reception Sponsored By CFT and TTS
THURSDAY, July 10, 2014
8:00 a.m. – 5:00 p.m.
Exhibit Area Open
8:00 a.m. – 9:00 a.m.
Continental Breakfast
9:00 a.m. – 10:15 a.m.
Achieving Success with Character and Leadership
Key Note Presentation – Steve Ford
On August 9, 1974, Gerald R. Ford assumed the reins of the presidency following the resignation of
Richard Nixon. Suddenly, Steve Ford was thrust into the role of “First Son”. Steve’s unique perspective
on life as the President’s son encompasses a broad range of fascinating subjects: being 18 years old and
having 10 Secret Service agents as constant companions…his father’s pardon of President Nixon to help
put an end to the infamous Watergate affair…two assassination attempts on his father’s life…his
mother’s bouts with alcoholism and breast cancer.
Steve is a highly sought after motivational and inspirational business speaker. During Steve’s nonpolitical presentation you will learn the tools of his success in and outside of Washington, DC. With a
focus on such issues as leadership, the value of a strong family unit, living life with values and character,
setting and juggling priorities, and making the right choices in life, Steve’s presentation is entertaining,
enlightening, insightful and inspirational.
Steve is also an accomplished actor. For six years he starred as Detective Andy Richards on the Emmy
Award-winning THE YOUNG AND THE RESTLESS. He has appeared in more than 30 feature films
including the hit movie BLACK HAWK DOWN. Steve’s other credits include CONTACT with Jodie Foster,
HEAT with Robert DeNiro and Al Pacino, ARMAGEDDON with Bruce Willis, STARSHIP TROOPERS, ERASER
with Arnold Schwarzenegger and WHEN HARRY MET SALLY as Meg Ryan’s boyfriend.
10:15 a.m. – 10:30 a.m.
Morning Break
10:30 a.m. – 11:45 a.m.
Jambalaya – Add a Little Spice to Your Training – Honey Shelton, InterAction Training
Learn how to mix and blend training tools and techniques that will help elevate your training success.
Explore how to add your own flavor to your presentation style while keeping the learner engaged.
Expand the learning cycle beyond what is covered in your training sessions.
10:30 a.m – 11:45 a.m.
Ensuring Your Training is Strategic and Recognized by Senior Management – Wilbur Pike, Learning
Can you cite your boss’ objectives from memory? How about your boss’ boss? As a training designer, are
you familiar with the 3-5 biggest objectives that your Board of Directors have set for your CEO this year?
Can you connect the objectives for your training programs to the bigger picture?
The goals and objectives that are set each year within your performance management system aren’t just
pipedreams. They are your pathway to assuring that the training you design (or purchase) and deliver is
fully strategic and once it is, asking for senior management endorsements is much easier. Getting that
endorsement is the first step toward a fully strategic focus.
Join us for a look at just how to go about this important (vital) element. We’ll take a look at multiple
ways for you to connect your content to strategic direction in your organization. The payoffs for doing so
are enormous and your training participants will approach the training with much greater commitment.
Join us to hear new ideas and solutions from your presenter and each other.
11:45 a.m. – 12:45 p.m.
Lunch With Exhibitors
1:00 p.m. – 1:45 p.m.
Unmasking Training Needs through Simple Assessments – Cynthia Rowan, Performance Management
Training needs assessments save time, money, and effort by focusing training objectives on the desired
outcome. These assessments don’t need to be complex to be effective. In this session, you’ll gain insight
into how to sort out training “wants” from training “needs” and leave with a template to conduct
meaningful assessments in your organization.
1:00 p.m. – 1:45 p.m.
Building Strong Managers – Mike Van Rensselaer, SPHR, Bank Independent
There is a saying that goes one good manager is worth a thousand great policies.
In today’s complex business environment, it is more critical than ever that the front line manager
develop the skills to successfully coach, guide, and develop their employees. Financial institutions that
build strong manager development programs (and then hold managers accountable for managing) will
fare much better than those who fail to do so.
This session will provide participants a first-hand look into how a financial institution can effectively
create and deliver a manager development program that ensures supervisors have the critical people
management skills required to drive organizational success. Participants will receive a sample manager
development curriculum, as well as a better understanding of various ways to build organizational
systems that support good manager behavior (such as the role of competencies and tying manager
development to HR systems).
1:45 p.m. – 2:45 p.m.
Adding L.I.F.E. to Your Training (Lively, Informative, Fun & Entertaining) – Teresa Allen, Common Sense
Today’s participants demand a fast paced, highly interactive training environment. What can you do
before, during, and after your training programs to make them more lively, informative, fun and
entertaining while bringing your learning points home for attendees? Two time ASTD Professional
Trainer of the Year Award recipient Teresa Allen will give you the ingredients to a training recipe for
success. Like a good New Orleans Gumbo, having the right ingredients and adding them at just the right
time is the key to success!
• Room Set Up to Create an Experiential Event
• Building Excitement Through Program Teasers & Invitations
• Picking the Right Activities for Learning Outcomes
• Using Icebreakers and Games to Set the Mood
• Impactful Openings & Closings
• After the Event… Now What???
1:45 p.m. – 2:45 p.m.
Building New Accounts Training – Deborah Crawford, Gettechnical, Inc.
What types of information does a professional new accounts representative need in his or her day to
day job? This program will focus on the technical, professional and on-going educational components to
build the future of your branch system. You new accounts professionals will eventually become your
managers and future of your organization. We will discuss how to build the training online, in person
and through webinars to piece together the road to success.
2:45 p.m. – 3:00 p.m.
Afternoon Refreshment Break with Exhibitors
3:00 p.m. – 4:00 p.m.
The Cornerstone of Employee Safety: Ten Building Blocks – Christy Crawford, Gettechnical, Inc.
Keeping Employees safe in the workplace is tough for any business but it is especially tough for us in the
financial institution. It is imperative that you be prepared and have the proper steps in place to ensure
that your employees have the knowledge and understanding they need to protect themselves in any
situation. In this program we will concentrate on the security side of protecting your employees. You will
learn the building blocks you need to teach your staff to stay safe.
3:00 p.m. – 4:00 p.m.
Just Because It’s Mandatory, It Doesn’t Have to be Painful!- Phyllis Simon and Michael Sacks, BVS
Yes, we’re referring to those ‘have to train regs’ everyone loves so much. As training professionals, our
challenge is turning often onerous material into material that engages our learners. In this session, we’ll
consider what works and what doesn’t when it comes to e-learning that connects and sticks. No matter
your authoring system, you’ll come away with some great ideas to implement immediately.
4:00 p.m. – 5:00 p.m.
Steal This Idea!
This popular session from last year is being repeated for this years conference. You will have the chance
to share your success stories with your colleagues. This is a great opportunity to gain from others
working in similar positions.
FRIDAY, July 11, 2014
7:30 a.m. – 12:30 p.m.
Exhibit Area Open
7:30 a.m. – 8:30 a.m.
Continental Breakfast with Exhibitors
8:30 a.m. – 9:15 a.m.
Building Training for a Complaint Program (UDAAP) – Deborah Crawford, Gettechnical, Inc.
Unfair Deceptive Abusive Acts and Practices has cost many financial institutions millions of
dollars. What is a complaint? What is the importance of documenting and responding to
complaints? How do we get the buy in at the frontline for something that feels negative and yet gives
our organization important and insightful information? Learn more about working with your compliance
officer to build a program that makes sense for your organization.
8:30 a.m. – 9:15 a.m.
Let Your Content Drive the Tool – Danielle Watkins, Zenith Performance Solutions
Articulate, Storyline, Captivate, Lectora, Camtasia, Flash, CrazyTalk…Which tool should we buy to
develop e-learning? There are many products out there, and choosing a tool to build e-learning should
be driven by the type of content you will produce. The problem is, ALL content being developed is rarely
considered. Instead, the organization goes with what they have heard is a great tool, but haven’t fully
evaluated whether it’s the one that makes sense for their particular e-learning development initiatives.
This session will provide you with an overview of the tools on the market and with a checklist to help
you decide which tool is right for your e-learning development. It will focus on letting the content drive
the tool, not the other way around. And it will do so with a budget in mind
9:15 a.m. – 10:00 a.m.
Maximizing Training Transfer……….and all that Jazz – Cynthia Rowan, Performance Management
Lots of time and energy goes into designing and delivering great training programs! However, one of the
biggest challenges is maximizing the transfer of skills/behaviors learned in training to the workplace. In
this session, you’ll gain practical and proven techniques to enhance transfer through engaging learners
and managers in the process.
9:15 a.m. – 10:00 a.m.
When Classroom Training is Not the Best Option – Other Learning Solutions to Consider – Wilbur Pike,
Learning Dynamics
When used in the appropriate setting, we know that classroom training can provide significant benefits
to managers and employees. Yet, some financial institutions automatically utilize classroom training
when it is not the best approach. There are times when classroom training is NOT the answer to
organizational problems, performance issues, or areas of growth. This often results in training getting a
“bad rap” within the organization.
Join us in this engaging workshop as Wilbur Pike discusses how to take a more holistic look at talent
management. Explore talent management solutions that get results. Learn about blended solutions, emodules, individual coaching and other creative non-classroom options. Also learn how to educate
others within the organization about the various learning solutions.
Ensure that your financial institution’s Training Department is both fully effective and viewed favorably
within the organization. In fact your department isn’t really just a training department, it is a learning
department. Organizational effectiveness is not a simple process and a full-service menu isn’t just a nice
idea, it is vital to your continued success. Don’t miss this great learning opportunity!
10:00 a.m. – 10:15 a.m.
Morning Break with Exhibitors
10:15 a.m. – 11:15 a.m.
We Have a Game to Play, Get Busy Coaching! – Honey Shelton, InterAction Training
Prepare supervisors for the challenge they are expected to meet as the coach of their team. At the
branch, in the call center, or behind the scene, supervisors are the glue that makes training stick.
Discover a proven method, Coaching Choices, that will enable your leadership to meet the responsibility
for providing professional development coaching.
10:15 a.m. – 11:15 a.m.
Lions, Tigers and Bears…Oh My! – Navigating the Regulatory Training Environment – Susan Costonis
Dorothy slowly realized she wasn’t in Kansas anymore as she wandered through the forest with the
Scarecrow, Tin Man, and Cowardly Lion. Are there lions, tigers, and bears in YOUR back yard? Has the
regulatory environment changed in the last 6 years after the mortgage melt-down? Will your financial
institution need to bring its “A” game to the training table? Do your employees think that regulations
are just “guidelines”? How can you create an effective compliance culture at your bank or credit union?
Attend this session and learn how to:
Identify training needs through the risk assessment process
What are five important elements of an effective compliance culture?
Management support is critical. What three approaches might make a difference?
What type of training changes employee behavior?
11:15 a.m. – 12:15 p.m.
Show and Share!
12:15 p.m. – 12:30 p.m.