HR & Training

Learning Sessions by Track

Performance Management Systems & Incentive Plans

As salary increase budgets remain tight, banks are continuing to refine their performance evaluation processes to ensure high performers are rewarded and retained. Learn how to train managers in the identification of key accountabilities and competencies for positions they supervise. Review common performance evaluation rating errors and access tools to make the evaluation process more effective and easier to administer.


Mike Blanchard
Blanchard Consulting

The Power of Human Capital

Learn how the most successful companies view human capital and how these strategies can make a measurable difference in profitability. Identify sustainable ways to get employees operating in a more productive manner and why leadership and employee alignment are a critical differentiator.


Sharon Dye
Manager of Business Performance

No More Secrets: Sexual Harassment in the Workplace

In this session, understand the definition of sexual harassment and its historical context. Identify two types of sexual harassment, explore best practices for preventing and addressing such, and uncover strategies on how to investigate claims.


Kelly Zanfardino
Senior Human Resources Advisor

Culture and Leadership: How We Found the Right Tool for Our Bank

Description coming soon!


Tina Rader
Director of HR & Training
Savings Bank

Jenn Sesto
Training Manager
Savings Bank

Development for Everyone!

Beyond branch and compliance training, learn how to create competency tracks and competency assessment, design individual development plan templates, as well as designate and monitor program metrics. Growth and development can occur in many ways, and although employees cannot always “move up” in a community bank, they can always be the architects of their development and take responsibility for learning; a well-structured program helps facilitate that ownership.


Shari Hanlon
VP, Learning Manager
Montecito Bank & Trust

Solving Workforce Issues

By 2020, more than 20 million jobs will be unfulfilled nationwide; this is the biggest issue facing financial institutions over the next five years, and the battle for talent has never been fiercer. Gain a better understanding of how an overall workforce and talent management strategy can impact a bank’s competitiveness, outline key strategic components, and develop a stronger plan for adding top talent to the organization.


Bob Pavao
Professional Search Advisor
CliftonLarsonAllen, LLP