BRANCH MANAGER CERTIFICATION PROGRAM
Four Part Workshop Series
Speaker: Roger Morin, President, Morin & Associates, USA
Workshop I
October 28, 2008: Sheraton Miami Mart - Miami
October 29, 2008: Airport Renaissance - Orlando
October 30, 2008: Holiday Inn & Suites - Tallahassee

Workshop II
January 27, 2009: Location TBD - Miami
January 28, 2009: Location TBD - Orlando
January 29, 2009: Location TBD - Tallahassee

Workshop III
April 14, 2009: Location TBD - Miami
April 15, 2009: Location TBD - Orlando
April 16, 2009: Location TBD - Tallahassee

Workshop IV
July 8, 2008: Sofitel Miami - Miami
July 9, 2008: Airport Renaissance - Orlando
July 10, 2008: Holiday Inn & Suites - Tallahassee

This series will be held annually on the various dates displayed above. Each workshop can be attended as a stand-alone session, but all four will need to be attended to receive the certification. Don't worry if you miss one, just wait until it comes around again the next year. There is no time limit, or chronological order as to when all four sessions need to be completed.

Importance of Branch Networks
The position and job responsibilities of financial institution Branch Managers have undergone tremendous change. In the last five to ten years, all aspects of the branch manager's job have been significantly affected, and even more changes lie ahead.

Community banks live or die by their branch networks! According to a recent TowerGroup study, the branch remains the center of customer interactions, given that 92% of all US households have used a bank branch within the last 30 days.
Community banks rely on their branch staff to distinguish their organizations from the competition, yet nearly half of all customers said it wouldn’t take much incentive to persuade them to move their business elsewhere, despite an average loyalty of ten years.

With so much riding on branch performance, the Florida Bankers Association offers this certification program, through an ongoing series of workshops, designed to improve the skills of branch managers.

Invest in Your Future
Designed for branch officers, managers and supervisors, this highly-acclaimed workshop series provides attendees with a solid foundation in managing branch offices better and producing greater results. Each workshop speaks directly to branch managers, recognizing their special challenges and encourages them to develop and practice tested management techniques that will allow them to not only successfully manage but also transform their office into a winning operation. Transformation occurs when attendees learn how to identify the critical measures of branch performance and ways to influence their staffs in a positive manner. All methods/examples are geared to community banking branch managers, branch supervisors and human resource personnel responsible for branch training. Make plans to attend this four-part seminar, which can be taken in any order.

Workshop II
Checking Your Competition, Building Teams, Managing Time, and How to Make Professional Sales Calls
v Dial marketing: Monitoring your branch, Checking up on Your competition
v Five steps to building “self-managing teams”
v Managing Time: How to be more organized and efficient
v How to multiply your effectiveness through Delegation
v Successful staff meetings: Implementing the 59 minute meeting
v Making effective outside calls: Tips and techniques
v The laws of selling/helping
v Making buying easy
v How to overcome call reluctance
v Sources for attaining important information regarding current and potential customers
v Creating realistic sales goals
v How to handle Stalls

Workshop III
Finding and Keeping the Best Staff, Training & Development, Managing Difficult Customers, and How to Increase Leads & Referrals
v The ideal employee: How to recruit and retain the best employees
v Employee training & education programs: What works, what doe not?
v Employee dress codes/casual days
v Analyzing, understanding, & managing personality types via the DISC system
v How to handle “problem” employees: Responsibility & accountability tools
v Growing the branch: Increasing leads and referrals by staff members
v Why is our Bank asking us to Sell?
v Selling is HELPING
v The Many BENEFITS of Cross Selling to You and Your bank
v Ten Tips for HELPING Customers
v Identifying Helping opportunities
v Professional Ways to present Suggestion
v Cross Selling Check list: Dos & Don’ts
v Option Banking: Creative ways to ASK for the business
v How to handle the “busy” customers who resist suggestions

Workshop IV
Goal Setting, Managing Change, Coping With Stress, Handling Difficult Customers, and Cyberspace Banking
v Creating your branch managers goals/objectives
v Managing Change at your branch location
v Stress: Successfully handling the factors at your branch
v Staffing and scheduling: Models, methods and managing
v Trends in job sharing & flex time in the banking industry
v How to handle “difficult” customers/situations: Tips & techniques
v Trends in job sharing: Flex time and cross training
v Cyberspace banking: What impact is it having on branch banking? Tips for improving your website.
v How to make proposals to upper management: Techniques that work

Value of This Certification
v By allowing your branch managers to become certified, you are investing in your branches’ future
v Certification is beneficial to banks and their personnel because it ensures employees meet certain educational and performancebased standards
v It permits employees to take greater responsibilities to develop their own careers, which may increase advancement opportunities.

Each part of this program is designed to stand alone, and branch personnel who attend all four workshops will be awarded a Branch Manager Certification. This certificate recognizes an employee’s commitment to improving their knowledge and rewards outstanding performance. The workshops do not have to be taken in sequence in order to receive a certification.

Who Should Attend
Those who should attend this series of workshops are branch managers, branch supervisors, assistant managers, and training coordinators.

Meet the Speaker
Roger Morin is President of Morin & Associates, USA. A leading consulting & training firm for the financial services industry. A former international banker for the First National Bank of Chicago, Roger also worked as a director of human resources for a multi branch community bank on Chicago’s north side neighborhood.

Roger is Senior Faculty at the Keller Graduate School of Management MBA program at DeVry University where he regularly instructs: Leadership & Organizational Behavior, Strategic Staffing, Employee Training & Development, and Managing Organizational Change.

A former director of human resources and security for the Marriott Corporation, and former Midwest regional human resources manager for Burlington Air Express, Roger brings a wide range of business experience to his workshop participants. Roger has addressed executives at McDonald’s corporate headquarters in Oakbrook, Illinois, the National Opinion Research Center at the University of Chicago, Commonwealth Edison Company, the United States Post Office, Zebra Technologies, and The University of Chicago Hospitals.

Roger has addressed financial services leaders at the Lebanese American University at Byblos Lebanon, the Community Bankers of Georgia, the Center for Financial Training in Denver Colorado, the Michigan Bankers Association, the New Jersey League of Community Bankers, the Independent Bankers Association of New York State, the Community Bankers of Illinois, the Independent Community Bankers of Texas, the Community Bankers of Indiana the Community Bankers Association of Ohio, the Center for Financial training in Milwaukee Wisconsin, and the Florida Bankers Association.

Seminar Schedule
8:30 a.m. - Registration
9:00 a.m. - Meeting
4:00 p.m. - Adjournment

Workshop I Brochure will be available approximately 60 days before the event.	Workshop II Brochure will be available approximately 60 days before the event.	Workshop III Brochure will be available approximately 60 days before the event.	Workshop IV Click here to download a brochure with a registration form
		Online registration will be available at a later date.