Spring Essentials of Banking Full Program Details | Session 1 Details
The Zoom land Materials links will be sent a few days ahead of the session.
Event Details
In association with Performance Solutions, Inc., Drexler Consulting, LLC is excited to again present one of our legacy programs, Essentials of Banking, new and improved for 2025.
Essentials of Banking is a six-part, interactive, virtual learning series designed to provide a complete overview of banking principles and operations. Each session is 3 hours in length.
Download the full brochure - Essentials of Banking
Spring 2025 Session Dates: January 22 | February 19 | March 19 | April 23 | May 21 | June 25 - Each session runs from 8:45 am - 12:00 noon
Who Should Attend: New bank employees in all roles/departments and bank directors new to banking, management trainees, and bank veterans who are looking to broaden their banking knowledge.
Benefits of the Series:
- Establish a strong foundational knowledge of banking in the United States
- Expand banking skills and knowledge in a focused learning environment
- Interact and network with other bankers in a virtual environment
- Understand the variety of banking career opportunities
- Improve cross functional contributions and performance
- Prepare for Graduate Schools of Banking
- Know how your bank makes money
- Interpret your bank’s financial statements
- Define commonly used banking terminology
- Develop a mindset of service to all stakeholders
- Contribute to your bank’s growth and profitability
Attendees are required to:
- Have Zoom virtual meeting access
- Interact with facilitator and other participants in a live, virtual environment
- Actively participate in all activities and exercises
- Complete assignments
- Have full, working computer microphone and speakers or phone access
- Participate in chat discussions
For the best training experience and learning results, attendees are highly encouraged to have their video cameras on during training.
To receive a full overview of banking, it is recommended that participants attend all six sessions of the series, beginning with Session I. However, one session is not a prerequisite for another. Each session may be attended as a stand-alone class.
For More Information:
Session 1 | January 22, 2025
Money, Banking, and My Career
Evolution of Money and Banking
- Definition of Money
- Types of Money
- Definition of Banking
Types of Banks and Bank Organizational Structures
Roles and Responsibilities of the Board of Directors
Discovering Your Role as An Essential Service Provider
- Changing Banking Landscape
- Profitable and Purpose Driven Banking
- Building Thriving Communities
Your Successful Career in Banking
- Integrity and Ethics in Banking
- Identifying and Balancing Key Stakeholder Interests
- Risk Management 101: Safety and Soundness and Consumer Compliance
- Career Growth Opportunities
Key Banking Divisions and Departments
- Retail Banking
- Mortgage Banking
- Commercial Banking
- Corporate Banking
- Trust, Investment, and Insurance Services
- Information Technology
- Compliance, BSA & Fraud
- Bank Operations
- Accounting and Finance
- Human Resources
- Marketing