Agenda & Session Descriptions

Access the full agenda or read about the sessions below!

GENERAL SESSIONS*

  • Surviving the Life or Death Gap | Terry Choate & Joseph Hileman | Blue-U Defense

For training to be truly effective it must start with establishing a solid foundation, or basis, for its need. It’s success or failure is highly dependent upon its ability to get people’s attention and instill a very strong level of desire to crave more. Success in establishing a solid foundation must begin with bringing a high level of understanding of the problem, or challenges, that its solutions are meant to resolve. The Blue-U Defense “Surviving the Life or Death Gap” has been called “the best training IN ANY TOPIC”; “Life-changing and life-saving! Everyone needs this”; “the most engaging training course I’ve ever experienced”. 

Surviving the Life or Death Gap starts with building this necessary foundation and establishing a very high level of understanding of what we face during a sudden unplanned incident of violence and how our natural reactions as human beings impacts our ability to be able to respond. It solidly establishes the need to think differently about ourselves and what is truly necessary to survive, win, and go home. In fact, based on feedback from thousands of people and hundreds of organizations, no other training even comes close to the effectiveness of this course. 

  • Unstuck: Turning Who You Are Into Who You Could Be| Chris Barras, Area 10

We all have a story about the way things are and about why they are. We tell our stories to help us make sense of the world and to understand where we fit. But what if the story you’re telling is keeping you stuck? And what if that story can change? None of us can change history, and we can’t control the market or other people. But we can change how we relate to our work, to each other, and to ourselves. And changing the story is the first step toward changing your life, your relationships, your organization, and your future.

Let’s re-write your story together. In this keynote, Chris digs deep into the anatomy of transformation, sharing how and why people change. Using interactive, hands-on prompts, he will help orient you to the now – why you are where you are – and crystallize your vision for moving forward. Offering several practical tools, this engaging keynote will illuminate your path to producing new and different results for you and your organization.

  • Industry Update | Bruce Whitehurst, Virginia Bankers Association

Virginia Bankers Association’s President & CEO will provide a brief update on the most pressing issues facing the banking industry at the state and federal level.  

  • Setting the Tempo For Success| Paul Vitale

The momentum an individual brings into any environment sets a tempo that affects the end result. During this presentation, Paul shares concepts that demonstrate the necessity for controlling one’s approach and energy regardless of the surrounding variables and circumstances. Through strategic positioning of actions, reactions, and attitude, each member of a team is directly responsible for the success of the unit as a whole. Research indicates that no matter the industry or employment position, individuals control the outcome of success through the tempos set. Paul developed the proven methods shared during this empowering training to embolden participants to take command of their influential personas in order to improve their environments.



BREAKOUT SESSIONS*

Human Resources:

  • Legal Panel

Moderator:
– Christy Kiely, Hunton & Williams
Panelists:
– Steven Brown, Isler Dare
– Tevis Marshall, Ogletree, Deakins, Nash, Smoak & Stewart P.C.
– Erika Winter, Law Offices of Erika Winter

  • Hot Topics In Employment Law | Steven Brown, Isler Dare

During this presentation we will discuss current trends in labor and employment law and how they impact the workplace. 

  • Creating and Sustaining Great Teams| Mark Faircloth, Faircloth Performance Partners

Whether in business, sports or civic life, great teams, and ineffective ones as well, seem to be easy to recognize. What makes the difference in their performance? Why do the same management and leadership actions work with one team but fail with others? In this interactive hour bankers learn how to:

1. Understand the changing stages of team development
2. Identify individual roles within every team
3. Balance personal motivations and group goals
4. Take the right actions to help any team work better together

Based on current research and two case studies, the audience learns how to improve the performance of one team, while keeping another at its high level of success. Attractive but imprecise labels such as Motivation, Leadership, Synergy and others are redefined as clear-cut, practical actions that can be taken at any level to improve team–and individual–results. Bankers are provided with an interactive team assessment and decision map for use when returning to their banks.

  • Human Aspect of M&A| Kim Snyder, KBS Results LLC

Marketing:

  • Customer Experience/Journey Mapping | Cabell Harris, WorkLabs

 

  • Calculating & Understanding ROI on Marketing Campaigns | Morgan Jarvis, Workshop Digital

 

  • 3 Little-Known Secrets to Capturing More Clients with Your Digital Marketing & Advertising  | Myke Metzger, RVA Social Marketing

 

  • Making the Switch: How to Attract Customers to Your Community Bank| Keith Brannan, KASASA (Joint with Retail)

With 17% of consumers switching banks, and the majority of them being Millennials, how can community banks entice them to their institution?  In this session, we will share important insights into how consumers make purchase decisions and which products they want to buy. Learn how to engage with them and develop a strategy that will cut through the clutter, deliver results, and stretch dollars further. 

Retail Banking:

  • Coaching: A Question of Balance| Mark Faircloth, Faircloth Performance Partners

Coaching is one of the most misused of all management activities, as it’s often heavily influenced by personality, performance pressure and other influencers. Many bank managers admit their coaching meetings often drift into one-way conversations directed at correcting mistakes. This interactive session helps the audience understand how to create balance in three critical areas:

1. Setting realistic expectations of both the manager and the employee
2. Actively observing performance without creating awkwardness
3. Engaging in collaborative feedback conversations

Attendees face “what would you do?” choices designed to help them understand the elements of balance. Should you ask or tell? Focus on the positive or the negative? See an action as truly wrong or just a different approach? This critical skill is presented as a step-by-step process that provides consistency while leaving plenty of room for personal approach.

  • Competing to Win In Retail Banking Today | Kevin Halsey, Capital Performance Group

A decade of historically low interest rates, vanishing fee income, aggressive competitors, and stubborn legacy costs have diminished the profitability of the retail business line. Demographic changes have created a new generation of consumers and small business owners that question the very relevancy of a bank. Still, for many banks, the retail franchise remains one of the most valuable parts of the institution. However, growth in retail banking today typically lags growth in other business lines. Transformational strategies that respond to changing profit dynamics, consumer preferences, and competitive pressures are now needed to revitalize and grow the business.

In this session, we will review the current state of retail banking and the challenges that threaten long-term success in this business. We will consider how successful retail banks are now shifting to focus on those segments, products, and markets where growth and profit opportunities exist – and retooling their businesses to compete more effectively.

  • Financial Education in the Community | EverFi

 

  • Making the Switch: How to Attract Customers to Your Community Bank| Keith Brannan, KASASA (Joint with Retail)
  • With 17% of consumers switching banks, and the majority of them being Millennials, how can community banks entice them to their institution?  In this session, we will share important insights into how consumers make purchase decisions and which products they want to buy. Learn how to engage with them and develop a strategy that will cut through the clutter, deliver results, and stretch dollars further. 

Training:

  • MicroLearning/Virtual Training| Shannon Lipton, Learning Rebels

  • Accelerate Learning With Personalized Learning Paths| Katrina Ong, Relias & Scott Weersing, GP Strategies

Many in learning and development organizations would argue that personalized learning is perfect for effective and efficient individual learning. Yet, very few organizations are able to harness personalized learning at scale to improve employee satisfaction and save time. By tailoring onboarding for learners at organizations, new hires are able to move into productive proficiency sooner. This session will present case studies to demonstrate how assessments can personalize onboarding beyond “testing out,” how learning paths can connect contributors to organizational goals, and how personalized learning can enhance new hire experiences. You will leave with outlines of actionable ways to use these tools to enhance the onboarding experience.

  • Training Roundtable

Valuable session sharing ideas with bank trainers from around the Commonwealth!

  • Career Mapping | Linda Gignac, TalentGuard

Other Agenda Items:

  • Two networking receptions
  • SPARK! presentations

 

 

*Topics subject to change