Executive Development Institute for Community Banks

A program for up-and-coming C-level executives whose work efforts influence the future direction of their banks.

AT A GLANCE: • Nineteen-month program with

four in-person sessions in Colorado

• Curriculum specifically designed to groom up-and-coming leaders for the C-level suite in community banks (CEO, CFO, COO, CCO)

• Program is customized to each participant’s own institution

• Small cohort of participants offers customized educational experience

• Participants integrate their specific institution’s data into the learning process

• One-on-one executive coaching

• One-on-one mentoring by a community bank CEO from an institution outside the participant’s trade area

Within the next five years, more than 50% of individuals holding a C-level title will retire or otherwise leave banking. Furthermore, the repercussions of the recent financial crisis, the passage of the Dodd-Frank Act and implementation of Consumer Protection Financial Bureau (CFPB) rules will bring about sweeping changes in regulation and competition forcing bankers to achieve improved economies of scale in staffing, compliance and risk management. These changes coupled with rapidly changing demographics and technologies, such as mobile banking and innovations in the payment system, suggest that the community banking model must change to remain viable. Boards of directors and senior managers can no longer rely on managing the bank simply from past technical and financial experiences and perspectives.

PROGRAM TAKEAWAYS:

• Enterprise Risk Management (ERM) assessment of participant’s own institution

• Talent management analysis and report

• Development of a comprehensive strategic plan with specific action steps and implementation assessments

• Strategies to increase non-interest income and reduce overhead costs

Overview Executive Development Institute

for Community Banks

BENEFITS TO INDIVIDUAL PARTICIPANTS:

• Curriculum customized to address opportunities for personal and professional growth

• One-on-one coaching and mentoring by knowledgeable professionals

• Better understanding of how organization culture affects performance; development of strategies to improve teamwork

Faculty members include world-class academics, bankers, bank regulators and bank consultants. Additionally, participants will be paired with a certified executive coach and CEO mentor to assist in their personal development. A comprehensive list of Session I coaches and mentors can be found at www.GSBColorado.org.

• Nineteen-month program with four, three-day sessions held in Westminster, CO

• Formal pre-program interview with a faculty member, executive coach and CEO mentor to assess possible gaps in the participant’s knowledge of banking and opportunities/areas for personal development

• Self-assessment analysis and personalized goal planning

• Strategic evaluation of the participant’s organizational structure and talent management efforts

• Initial evaluation of sponsoring institution’s operating performance and financial results

• ERM assessment of the sponsoring institution

• Emphasis on measuring and increasing firm value

• Individual mentoring sessions with a community bank CEO from an institution outside the participant’s trade area

• Individual coaching lessons with an executive coach

• Corporate governance practices and working with the institution’s board of directors

• Participants achieve comprehensive understanding of:

• Measuring value of core customer relationships

• Understanding the importance of technology in influencing customer preferences and delivering bank products

• Controlling overhead in pricing decisions

• Negotiation strategies

* Subject to change

Program Components Faculty, Coaches & Mentors*

• Regina Barr, Red Ladder, Inc. • Wes Brown, St. Charles Capital, LLC• Karen Greene, Bank of Tampa • Timothy Koch, University of South Carolina,

Graduate School of Banking at Colorado• Don Musso, FinPro

• Bob McGoffin, Ask Our Banker• Chris Nelson, Bangor Savings Bank• Karl Nelson, KPN Consulting• Dave Nowling, Federal Reserve Bank of

Kansas City - Denver Branch • Robert Slade, RB Slade & Associates, LLC

BENEFITS TO SPONSORING INSTITUTIONS:

• Strategic plan developed by participants

• Ongoing ERM assessments• Participants learn strategies to

raise revenue and cut expenses• Review of talent management

and management succession plans

SESSION I TOPICS INCLUDE:

• Strategic leadership topics using diagnostic instruments

• High performance banking and value creation

• ERM strategies• Strategic planning

• Loan portfolio management issues• Understanding customer relationships• Strategies of technology

decision making

SESSION II TOPICS INCLUDE:

• Improving/implementing organizational communication skills

• Talent management strategies and management succession planning

• Organization culture and team building• Customer relationship management• Analysis of funding alternatives• Managing the investment portfolio• Implementing strategic plan

SESSION III TOPICS INCLUDE:

• Banking regulation and the community bank business model

• Leading effective teams• Interpersonal effectiveness• Capital markets, mergers and acquisitions• Strategic plan analysis• Pricing and negotiation strategies• Controlling overhead costs

SESSION IV TOPICS:

• Talent management report review• Regulatory panel discussion• Strategic planning project review• Capital planning• Increasing shareholder value• Current issues and opportunities• Graduation

OFF-SESSION MONTHS:

• Coaching and mentoring related to session topics

• Intersession projects:• ERM analysis and camels self-

assessment of individual’s own institutional performance

• Develop a comprehensive strategic plan for the organization with specific written action plans and implementation strategies/timelines

• Develop a talent management analysis and report

Visit www.GSBColorado.org (Continuing Education tab) for more information and an application. Candidates must apply by March 10 to be considered for admission.

Session I: April 27-30, 2014; Session II: October 26-29, 2014; Session III: April 26-29, 2015; Session IV: October 25-28, 2015

Accommodations: Participants will stay and learn at the Westin Hotel in Westminster, CO (10600 Westminster Boulevard).

Attendees are eligible to receive CPE credits.

Tuition: $24,000 ($6,000 per session).

* Participants may elect to pay tuition up front or in installments. Contact the GSBC Office at 800-272-5138 to discuss payment options. Tuition includes all course materials, executive coaching, mentoring, hotel and some meals. Payment is due at registration. All cancellations must be received in writing. See application for cancellation fees.

Program Timeline* Apply Today!

* Topics subject to change Case studies will be used throughout the program

A detailed curriculum timeline is available at www.GSBColorado.org

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