CONFERENCE SCHEDULE

The following schedule is provided for those wishing to purchase the 2017 Bank Trainers Conference OnDemand.  ORDER HERE

Monday, June 12, 2017

8:00 a.m. – 9:00 a.m.  Registration Desk Open for Pre-Conference Workshops

9:00 a.m. – 4:00 p.m.   Pre-Conference Workshop I – Hands-On eLearning Tools Shootout: Captivate vs. Storyline vs. Camtasia (click on title for more info – an additional fee applies – includes lunch)

9:00 a.m. – 3:00 p.m.  Pre-Conference Workshop II – Train the Trainer Sales Workshop: 12 Sales Mini Sessions to Bring Back to Your Bank or Credit Union (click on title for more info – an additional fee applies – includes lunch)

5:30 p.m.  Special Conference Event – San Diego Harbor Cruise (click on title for more info – an additional fee applies)

 

Tuesday, June 13, 2017

8:30 a.m. – 10:00 a.m.  Registration Desk Open

10:00 a.m. – 10:30 a.m.  Conference Opens – Welcome to San Diego

10:30 a.m. – 12:00 p.m. Keynote Address – The 8 Essential Elements of Human Synergy -Robyn Benincasa

What do the world’s most successful teams have in common? They have the ability to upgrade their teamwork to Human Synergy—”the magic that allows groups of ordinary people to accomplish extraordinary things together.”

Robyn Benincasa will take you on a fast-paced multimedia adventure which visually and viscerally imparts the mindset that allows teams to adapt, overcome, and win as ONE against all odds… especially when the stakes are high, the goals are audacious, and constant change is the only thing your team can count on (aside from one another!). Your world class team will discover that achieving at peak levels isn’t about only reaching UP and trying harder as an individual, but reaching OUT and creating Human Synergy.

During her teambuilding keynote, this World Champion adventure racer, CNN Hero and San Diego firefighter will share inspired ideas about how to raise your team to the next level, both personally and professionally. You will take home simple and easily applied skills that allow you to create Human Synergy with all of the teammates in your life.

There is an old proverb that says, “If you want to go fast, go alone. If you want to go far, go together.” But the epic, entertaining and meaningful stories and videos shared in Robyn’s Building World Class Teams keynote will leave you with a deep understanding that with true Human Synergy your team will go farther AND faster in pursuit of their goals!

12:00 p.m. to 1:00 p.m.  Buffet Lunch – Conference Registration Desk Open

1:00 p.m. to 2:15 p.m. Creating SCORM-Compliant eLearning – Kevin Siegel, IconLogic

You will learn about eLearning that will report results/data to a SCORM-compliant Learning Management System (LMS). If you have a quiz in your  eLearning but no reporting, the results go nowhere. If you enable SCORM, publish, and upload into an LMS, you will be able to track how the learner did on the quiz and run reports and provide certificates.

 

 

 

 

1:00 p.m. to 2:15 p.m. Pardon Me – Are You Engaged? – Kathlyn McConnell, Members Cooperative Credit Union 

Do you feel at times your learners have checked out even before they’ve checked into the training room? Have you experienced the “vacant stare” from participants and wondered to yourself why you even bothered putting 39 hours of prep into this one hour training session? Studies have shown 91% of listeners at business presentations admitted to daydreaming and even falling asleep! So, how does a learning & development professional engage learners so when they leave the session, they leave more knowledgeable than when they came in?

This session will provide you with strategies to engage the disengaged, tap into the ideas held tightly by the quiet ones, reign in the extra-extraverted ones, manage the energy of the room, and capture-and-keep your learners’ attention.

 

1:00 p.m. to 2:15 Brain-based Learning in the Virtual Classroom – Cynthia Clay, NetSpeed Learning Solutions

What if the training you deliver in the virtual classroom was so vibrant and compelling that people clamored to attend your sessions? Your ability to connect with, engage, and stimulate the thinking of your participants is directly linked to your understanding of the neuroscience of learning. Our brains ignore what is predictable and boring. This session explores the brain’s needs for novelty, contrast, meaning, and emotion to capture and keep your participants’ attention online. Increase novelty with the creative use of relevant games. Enhance contrast by incorporating a variety of facilitation techniques. Build meaningful connections with collaborative learning approaches. Harness emotion with storytelling frames. Explore six brain-based guidelines that leverage the interaction and collaboration tools in the virtual classroom.

 

 

2:15 p.m. to 2:30 p.m.  Break

2:30 p.m. – 3:45 p.m.  Training Across Generations – Alex Draginis, Accent Learning and Consulting

Are we still talking about generational differences? Why? Honestly, we thought this topic would go away, yet here we are and more and more of our learning teams are trying to figure out the generational component to learning and how to help managers and leaders figure out what they need to know to build stronger teams. In this session, we’ll uncover why this topic is still rocking our companies and talent development teams and identify practical things you can do to help your organization continue to bridge generational differences.

 

 

 

Learn how to:

  •  Identify demographic shifts in the workplace
  • Discuss common generational gaps across generational preferences
  • Help leaders and managers build more effective teams across generations
  • Initiate practical solutions in their organizations

2:30 p.m. – 3:45 p.m. Fifty Tips for Better Video – Matt Pierce, Techsmith

The popularity of video in learning has grown substantially in recent years, due in large part to how much easier and cheaper it has become to create this content. But while video is a valuable tool, it’s also a medium that most L&D professionals aren’t trained in—and the last thing you want is for that lack of experience to lead to videos that are just plain bad. Thankfully, a little knowledge can go a long way toward improving your video skills. But where do you start?

This session is a fast-paced view on the key tips and tricks that will make an immediate difference in the quality of your videos, including everything from pre-production through production and editing. Instead of focusing on hard-to-implement theory, these tips are instead based on practical and easy-to-follow ideas that you can use immediately. You’ll walk out of this session with 50 simple ways to make what you decide to film (and how you decide to film it) simpler, more effective at conveying your message, and much more engaging for your audience.

In this session, you will learn:

  • How to shorten the production and editing process through pre-planning
  • About the key components of audio and how they can impact your videos
  • Which production techniques, such as lighting and multiple cameras, create more compelling and interesting video
  • Which techniques can help you speed up your filming and avoid re-recording footage

2:30 p.m. to 3:45 p.m  How Do You and Your Bank Stack Up?: Benchmarks, Trends to Watch, and Best Practices – Maria Ho, ATD (Platinum Sponsor)

Who are today’s bank and credit union training professionals?  What do your peers’ teams, backgrounds, compensation, and typical day look like? How has the profession changed over time? Get the latest data (updated in 2017) from the Association of Talent Development’s censuses of training professionals.

ATD’s researchers will also discuss training spending and priorities, so you can benchmark your team’s activities, and industry trends. This session will provide you with valuable insight into the hot topics bank trainers need to keep an eye on to be prepared for the future (both short-term and long-term) and innovative best practices identified by our original research and case studies.

 

 

 

 

3:45 p.m. to 4:00 p.m.  Break

4:00 p.m to 5:15 p.m  Virtual Training Best Practices – Jeffrey Bassett, SunTrust Banks

Have you ever asked a question on a virtual call but gotten no response from your participants? (remember Ferris Bueller’s Day Off? Bueller…Bueller…)

Have you participated on a virtual training session and found yourself instead reading emails or instant messages?

Why can an experienced an energetic and engaging trainer in the classroom sound robotic when delivering a virtual session?

The biggest mistake is treating virtual training like classroom training.  They are not the same thing.  You might as well ask a trainer to deliver without using her hands, legs or eyes.

But virtual training can be engaging and fun and effective!  It can also help eliminate travel and can typically be done in less time.  In this session, you will get practical tips to help transform  your current classroom content into an effective virtual program.   You will gain strategies for how to compensate for an environment where you and your participants are not in the same room, and keep them engaged and off email.  This session will be particularly useful if you develop or deliver training yourself, but will also provide guidelines and competencies if you manage staff or consult with partners on training programs.

4:00 p.m. – 5:15 p.m.  Gamification with Virtual Training Events – Jacquie Beck, Vitalyst

gam·i·fi·ca·tion | ˌɡāmifəˈkāSHən/  the application of game elements to make learning more engaging & fun.  Gamification & Virtual Training Expert Jacqueline Beck will provide participants with a great introduction to one of the up and coming topics all trainers should understand.  During this session, we will demo games and provide free trials to attendees!  You will learn:

What is gamification?
Who is gamifying their training strategies
ISD Models with gamification
Analytics
And Much More!

4:00 p.m. – 5:15 p.m.  Day of Discovery – Larry Lipman

Want to take your team to the next level?
Want to accelerate your personal and professional growth?
Want to increase your intelligence and wisdom?
Want to learn new and exciting team building activities?
Want to renew your risk taking skills?
Want to have a blast?
Want to kick out stress?

Want to increase TRUST, RESPECT, COLLABORATIONS & COMMUNICATION?

In this very interactive format, we will laugh, learn, explore, strategize and TAKE THAT STEP TO THE NEXT LEVEL!

This Team Building Program will include:

  • Ice-breaker and warm-up activities
  • Trust, cooperation, and problem-solving activities
  • Power of intention and integrity
  • Rapport and communication skills
  • Self-discovery and awareness activities
  • Inspiration motivation, surprises and celebration!

5:30 p.m. to 7:30 p.m. Gala Reception – Outdoor Event (weather permitting)

Wednesday, June 14, 2017

7:30 a.m. – 8:30 a.m.  Registration Desk Open

7:30 a.m. – 4:00 p.m. Exhibit Area Open

7:30 a.m. – 8:00 a.m. Continental Breakfast with the Exhibitors

8:00 a.m. – 8:25 a.m.  Vendor Showcase – BAI – Changing the Compliance Training Landscape

8:00 a.m. – 8:25 a.m.  Vendor Showcase – TRC Interactive

8:00 a.m. – 8:25 a.m.  Vendor Showcase – BankersHub – Using the Latest Technology to Effectively Deliver Online Training

8:30 a.m. – 10:00 a.m.  Keynote Address – Coaching Choices: Improve Your Success, Coach Yourself! – Honey Shelton, Interaction Training

  I will share my simple formula for exceling at planning and executing: Coaching Choices! This method is easily applicable to your job and your personal life! Coaching Choices uses principles that will elevate your efficiency at what you do and your success at who you do it with. You will become a better decision-maker and project-planner. Difficult conversations will be a thing of the past.
You will leave the session with confidence in your ability to effectively communicate and observe. The Coaching Choices method will empower you to resolve conflicts effectively and positively, without giving up on boundaries  and responsibility. Coaching Choices is all about recognizing and successfully managing the opportunities and challenges come your way.

 

 

10:00 a.m. to 10:30 a.m.  Morning Break with the Exhibitors

10:30 a.m. – 11:45 a.m.  Engaging Your Participants Through Story & Music – Teresa Allen, Common Sense Solutions

 

A Gallup Study of the American Workforce concluded that over 70% of employees are disengaged.  Training is a vital part of the engagement solution.  Join nationally recognized keynote speaker and trainer Teresa Allen as she demonstrates how you can make your message come to life through the power of story and music.   In this interactive session learn to use the power of music as a memory anchor and how to harvest and use stories to engage participants!

 

 

 

10:30 a.m – 11:45 a.m.  Lights, Camera, Screen and Audio! Making Better Videos with the Basics- Matt Pierce

Video is a great tool for conveying messages and providing training, but expectations are high. Not only do your end users want good quality; the business does, and so do you. But where do you actually start? In this session, we will be looking at four of the fundamentals of good video: lighting, cameras, screen (recording and graphics), and audio. For each topic, we will review gear, best practices, and tips for working on a limited budget. By the end of this session, you’ll also receive resources to help you know where to look to continue your learning journey. The session is open to anyone interested in making better video, but is particularly aimed at those without lots of production experience. Still want to join us? Come and add your tips and suggestions.

 

 

10:30 a.m. – 11:45 a.m. Securing Training’s Place at the Strategic Table – Brian Walker, Learning Dynamics (Platinum Sponsor)

Too often, the value of a financial institution’s training efforts go unrecognized by its senior management.

This may be attributed to the training not having a strategic, bottom-line, measurable impact, or ROI.

In this interactive session, Learning Dynamics VP Brian Walker will discuss how the training function can be recognized and elevated to have a place at your organization’s strategic table.

Learn 7 techniques for aligning your training initiatives with your bank or credit union’s strategic goals.

Each participant will also receive a checklist to later use on an actual training initiative. 

 

 

11:45 a.m. – 12:45 p.m.  Buffet Lunch

12:45 p.m. – 2:00 p.m.  How to Make a Vendor a Learning Partner – Wayne Zitsch, SunTrust Banks

You have limited resources, so you decide to use a vendor for learning services.  All too often, the magic and hope at the beginning of a vendor project turns into pain and disappointment. The classroom materials, Web Based Training, or instruction just seem to miss the mark or, in many cases, the budget. There is no magic bullet for great vendor relationships, but come hear some best practices on selecting, contracting and using vendors in the learning space, specifically in the community bank to mid-size bank sector. You will participate in a survey of vendor opportunities for improvement and compare your results to a similar survey compiled from vendors.  The information collected will hopefully make your next contractor/outsourced/vendor learning project better.

Session Objectives:

  • List areas that are prone to failure when using a vendor in banking learning.
  • List best practices when using a vendor in banking learning.
  • Define actions that can make you (the client) a better client.

12:45 p.m. – 2:00 p.m.  Day of Discovery (repeat) – Larry Lipman

Want to take your team to the next level?
Want to accelerate your personal and professional growth?
Want to increase your intelligence and wisdom?
Want to learn new and exciting team building activities?
Want to renew your risk taking skills?
Want to have a blast?
Want to kick out stress?

Want to increase TRUST, RESPECT, COLLABORATIONS & COMMUNICATION?

In this very interactive format, we will laugh, learn, explore, strategize and TAKE THAT STEP TO THE NEXT LEVEL!

This Team Building Program will include:

  • Ice-breaker and warm-up activities
  • Trust, cooperation, and problem-solving activities
  • Power of intention and integrity
  • Rapport and communication skills
  • Self-discovery and awareness activities
  • Inspiration motivation, surprises and celebration!

12:45 p.m. to 2:00 Brain-based Learning in the Virtual Classroom – Cynthia Clay, NetSpeed Learning Solutions (repeat)

What if the training you deliver in the virtual classroom was so vibrant and compelling that people clamored to attend your sessions? Your ability to connect with, engage, and stimulate the thinking of your participants is directly linked to your understanding of the neuroscience of learning. Our brains ignore what is predictable and boring. This session explores the brain’s needs for novelty, contrast, meaning, and emotion to capture and keep your participants’ attention online. Increase novelty with the creative use of relevant games. Enhance contrast by incorporating a variety of facilitation techniques. Build meaningful connections with collaborative learning approaches. Harness emotion with storytelling frames. Explore six brain-based guidelines that leverage the interaction and collaboration tools in the virtual classroom.

 

What you learn in this session will allow you to:

  • Apply six brain-based guidelines in your next web workshop
  • Increase novelty, contrast, meaning, and emotion in the virtual classroom
  • Take away an infographic to reinforce brain-based learning approaches

2:00 p.m. to 2:15 p.m.  Afternoon Break

2:15 p.m. – 3:30 p.m.  Learning About Learning: A Crash Course in Adult Learning Theory and Practices – Barbara Opyt, Caveo Learning

Like so many of us, Barbara Opyt fell into training by accident. As a clerk in commercial lending at a savings and loan, her skills with computers prompted management to ask her to teach her colleagues to use them. After several years of being an “accidental trainer,” Barb took a train-the-trainer course, which exposed her to adult learning theory for the first time and opened her eyes to the complexities of adult learners and best practices of training facilitation. Now a learning solutions manager with Caveo Learning, Barb looks to share the lessons she learned on her way from being an accidental bank trainer to a learning & development specialist.

Upon completion of this session, participants will be able to:

– Explain how facilitators can meet the needs and motivations of adult learners in any type of training session
– Describe the various learning styles, how to identify them, and how to adjust facilitation to account for the different styles
– Employ sophisticated questioning techniques and other advanced training methods to connect participants to the training content
– Use a takeaway lesson-planning worksheet to increase participant engagement

2:15 p.m. – 3:30 p.m.  Gamification with Virtual Training Events – Jacquie Beck, Vitalyst (repeat)

gam·i·fi·ca·tion | ˌɡāmifəˈkāSHən/  the application of game elements to make learning more engaging & fun.  Gamification & Virtual Training Expert Jacqueline Beck will provide participants with a great introduction to one of the up and coming topics all trainers should understand.  During this session, we will demo games and provide free trials to attendees!  You will learn:

What is gamification?
Who is gamifying their training strategies?
ISD Models with gamification
Analytics
And Much More!

2:15 p.m. – 3:30 p.m.  Engaging Your Participants Through Story & Music – Teresa Allen, Common Sense Solutions (repeat)

 

A Gallup Study of the American Workforce concluded that over 70% of employees are disengaged.  Training is a vital part of the engagement solution.  Join nationally recognized keynote speaker and trainer Teresa Allen as she demonstrates how you can make your message come to life through the power of story and music.   In this interactive session learn to use the power of music as a memory anchor and how to harvest and use stories to engage participants!

 

 

 

3:30 p.m. to 4:00 p.m.  Afternoon Refreshment Break with the Exhibitors

4:00 p.m. to 5:30 p.m.  Steal This Idea 

Back by Popular Demand! This interactive session allows participants to share some of their best projects in a small group setting. The best of the best are then chosen to present to the larger group and a panel of our distinguished speakers will provide feedback to enhance the offering. You will walk away from this session with more ideas than you can imagine. One good concept will more than pay for the cost of the conference.

 

Thursday, June 15, 2017

7:30 a.m. – 11:15 a.m.  Exhibit Area Open

7:30 a.m. – 8:30 a.m.  Continental Breakfast with the Exhibitors

 

8:30 a.m. – 9:30 a.m.   Help Them Grow or Watch Them Go – Jeff Kelly, OnCourse Learning (Platinum Sponsor)

Train your team.  You owe it to your company and to yourself, to be a successful institution.  This session will discuss how training goes hand-in-hand with an institution’s capacity to develop and retain employees to build a strong, accountable team allowing for better internal control in taking steps to reduce adverse effects and manage risk mitigation.  A derivative of the  organizational objectives of the various degrees and forms of risk mitigation are dependent on the individuals and an essential training program, specifically strategy and tactics.

 

 

 

 

8:30 a.m. – 9:30 a.m.  Top 10 Considerations When Selecting an LMS – Phily Hayes, LearnUpon

Having worked on over 200 LMS implementations, and seeing LearnUpon go from adding a customer a week to a customer a day, Phily Hayes has a wealth of experience when it comes to the most important factors to consider when selecting and implementing a learning management system.  Covering everything from unnecessary features, technical considerations, the hidden costs to be on the lookout for and lots more, this session will give you a crash course on how to choose the right LMS for you and your business.  You will walk away with a solid action plan for your LMS selection process.  There will also be a demonstration on how TTS uses a LMS for Director and other employee training in financial institutions.  If you are planning to implement your first LMS or replace your existing one at some stage over the next year, this session is a must.

 

 

8:30 a.m. – 9:30 a.m. The Power of Nice: How to Negotiate so Everyone Wins – Charles Tames, Shapiro Negotiations Institute (Platinum Sponsor)

Banking professionals are under increasing pressure to quickly establish credibility, build lasting business relationships, and produce results. Whether its influencing others internally, cross selling, leveraging consultative dialogue, or becoming a trusted advisor, the bar has been set higher for banks to become the “bank of choice.” In order to address these challenges and changing needs, organizations must provide their people – from Relationship Managers to Loan Officers – with the specific habits and tools they need to impact the bottom line. Finding these innovative tools and implementing them in the face of fierce competition are not easy tasks. In this session, you will be introduced to a systematic process that will allow folks in your organization to become more effective negotiators, improve their skills, and do so the “right way.” It will provide an overview of SNI’s systematic process – 3Ps (Prepare, Probe, and Propose) – that is critical to negotiation and influencing success.

 

9:30 a.m. – 9:45 a.m.  Morning Break with the Exhibitors

9:45 a.m. – 11:00 a.m.  How to Maximize Your Sales Training Investment – Mark Trinkle, Anthony Cole Training Group 

The key to growth in your organization is with your Sales Managers. Do your sales managers have and follow a consistent approach to managing their salespeople with effective sales systems and processes? Based on thousands of evaluation findings, we know that a majority of bank managers are not aligned with their overall company business, sales and marketing strategies. If the managers are not aligned, what about your salespeople in the field? This lack of continuity is strangling your bottom line and your growth.

With a consistently managed sales environment, your leadership team will be able to:

  • Fully and clearly communicate the core values, goals and expectations to the team
  • Implement and inspect a mapped sales process with established standards and accountability processes that are consistent and measurable
  • Better understand the sales activity data and more importantly, use for coaching opportunities
  • Be equipped to get the right people in the right chairs and begin to upgrade the salesforce

Bank Trainers will leave this workshop with an overall understanding of what the Sales Management Certification Program entails as well as several tools that can be utilized at their bank immediately. The Program consists of these four building blocks of a Sales Managed Environment®: Setting Standards & Accountability, Coaching for Success, Motivation that Works and Upgrading the Sales Team. Developing your sales managers is the link between your bank’s marketing strategy and driving substantial sales growth.

9:45 a.m. – 11:00 a.m.  Igniting Sales: Surprising New Insights About How Top -Performing Companies Build Strong Sales Mike Fisher, Integrity Solutions (Platinum Sponsor)

What’s the difference between top performing companies and the rest in terms of how they train their people to perform at the highest levels of sales and customer service? New research yields important insights that provide answers to that question.

What about you? Is your sales and service training emphasizing the so-called soft skills that ignite motivation and achievement drive? Is it all about product knowledge and scripts? In this interactive session you’ll learn what traits and skills senior sales leaders say actually foster performance and success and the key factors enabling certain organizations to outperform others by a large margin and increase retention. You’ll rethink how you develop and generate sales productivity within your organization. 

Key Takeaways:

Based on the research findings, you’ll learn:

  1. Ways your training can ignite achievement drive in sales and service teams
  2. The two frequently overlooked capabilities that contribute to sustained sales success
  3. The power of asking better questions to uncover client needs
  4. The five dimensions of sales success and the importance of their alignment
  5. The one key shift you can make to significantly improve sales revenues and retention.

9:45 a.m. – 11:00 a.m.  Learning About Learning: A Crash Course in Adult Learning Theory and Practices – Barbara Opyt, Caveo Learning (repeat)

Like so many of us, Barbara Opyt fell into training by accident. As a clerk in commercial lending at a savings and loan, her skills with computers prompted management to ask her to teach her colleagues to use them. After several years of being an “accidental trainer,” Barb took a train-the-trainer course, which exposed her to adult learning theory for the first time and opened her eyes to the complexities of adult learners and best practices of training facilitation. Now a learning solutions manager with Caveo Learning, Barb looks to share the lessons she learned on her way from being an accidental bank trainer to a learning & development specialist.

Upon completion of this session, participants will be able to:

– Explain how facilitators can meet the needs and motivations of adult learners in any type of training session
– Describe the various learning styles, how to identify them, and how to adjust facilitation to account for the different styles
– Employ sophisticated questioning techniques and other advanced training methods to connect participants to the training content
– Use a takeaway lesson-planning worksheet to increase participant engagement

11:00 a.m. – 11:15 a.m.  Break

11:15 a.m. – 12:30 p.m.  Coaching: The Missing Link to Learning – Honey Shelton, Interaction Training & Eric Eaton, BankPlus

Not many supervisors know how to coach a learner after a training session. Teaching a supervisor how to coach is a must. Coaching is the missing link for learners after they attend training. For training to transfer to learning, your learner must receive coaching, feedback and encouragement from their supervisor. Create and present training for your supervisors to support and reinforce the behaviors, skills, and performance that’s needed from their team. Put the missing link in place at your financial institution by teaching your supervisors how to effectively fulfill their responsibility to making training stick!

12:30 p.m. – 12:45 p.m.  Plot and Plan!

Overwhelmed by all the information you received during the conference? During this session, you will develop a plan to take back to your bank or credit union.   You will learn to prioritize the new concepts you have heard about over the course of these few days.

12:45 p.m. – 1:00 p.m.  Wrap-up and 2018 Location Announcement

Schedule Subject to Change