Creating Excellence in an Evolving Workplace Workshop

More than ever, banks need to adjust their talent and leadership development strategies to match the ever-accelerating pace of change in today’s financial industry. During this workshop, we offer constructive leadership sessions to help participants and the teams they lead take the next step to creating a workplace of excellence.

9:30 AM – 10:00 AM
Breakfast & Registration

10:00 AM – 10:15 AM
Welcome & Introductions
Katherine Tracy, Director of Business Development, Bank Director

10:15 AM – 11:15 AM
Peer Collaboration Session 1: Understanding the Essentials of Emotional Intelligence in Business
Rob Camper, Chief Strategy Officer, Finance. Risk. Unified.
Most people have heard about emotional intelligence. Attendees hear why EQ is essential to good leadership, learn the key areas that make up EQ and determine strategies to elevate their EQ performance in areas most critical to their industry or role.

11:15 AM – 12:15 PM
Peer Collaboration Session 2: Organizational Health: What Is Actually Getting in the Way
Tiffany Adams, Senior Learning Consultant, Integrity Solutions, LLC
Most bank executives know organizational health matters. What is harder to name is exactly what is blocking it and what it is costing them. This session starts with a direct question: in the last 90 days, where did organizational friction cost you something real? From there, participants use research to identify the specific patterns beneath their friction and connect those patterns to what is most at stake, including relationship banking in a world being reshaped disruption.

12:15 PM – 1:15 PM
Lunch

1:15 PM – 2:15 PM
Peer Collaboration Session 3: Team Motivation
Bobbi McVey-Blath, Director of Facilitation, Integrity Solutions, LLC
Motivating your team in the direction of the leader’s vision is crucial. How can this be done, and what does it take to get everyone moving in the right direction?

2:15 PM – 2:30 PM
Refreshment Break

2:30 PM – 3:30 PM
Peer Collaboration Session 4: Aligning Culture & Strategy
Rob Camper, Chief Strategy Officer, Finance. Risk. Unified.
Too often, there needs to be more alignment between the perceived culture and the reality across business lines.  Culture ultimately fuels the strategy of a company and thereby its future growth.  How do you ensure there is alignment at your financial institution? 

3:30 PM – 3:45 PM
Wrap Up and Q&A

4:00 PM – 5:00 PM
Welcoming Peer & Guest Reception
Sponsored by: COCC
To kick off the Summit, we invite all participants – and their guests – to join us for refreshments and light hors d’oeuvres.