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2025 Retail Banking Leadership 1 & 2

Hybrid

Tuesday, September 23, 2025 at 9:00 AM (EDT) to Wednesday, September 24, 2025 at 4:00 PM (EDT)

In association with Performance Solutions, Inc., Drexler Consulting, LLC is excited to again present one of our legacy programs, Retail Banking Leadership Series, updated for 2025.  

Retail Banking Leadership Series is a four-part, interactive, learning series designed to provide a complete overview of management and leadership principles for Retail Banking Managers serving in all roles of retail banking.

Benefits of the Series:

  • Interact, network, and learn from the experience other retail bankers  
  • Create and execute an effective retail business plan
  • Implement a plan for your continued growth and development that is aligned with your manager’s and bank’s goals
  • Effectively communicate vision, purpose, strategies, and consequences for your team
  • Define and implement a culture of success
  • Understand how to relate to others more effectively
  • Build quality relationships and get important tasks done
  • Effectively address under performers
  • Hire, promote, and retain the best
  • Build client loyalty and grow the bank
  • Streamline compliance requirements and retail operations
  • Better address conflict with others and manage stress
  • And much more!

FACILITATORS: 

Christie Drexler
Drexler Consulting, Inc


Josh Collins
Drexler Consulting, Inc. 

Session I: Essentials of Leading a High Performing Team

The session lays out foundational management and leadership principles that separate great leaders from ordinary managers. 

The agenda includes:

  • Where Am I Today?  Self-Assessment of Current Skills and Talents
  • The Challenge of Leadership in Today’s Retail Banking Environment
  • Leading with Vision, Purpose, and Values
  • Building a High Performing Culture
  • Effective Communication Strategies
  • Performance Management Tools for the New Workforce 
  • Developing and Executing Your Business Plan
  • Business and Development Planning:  Putting Learning to Action


Session II: Building, Engaging, and Developing the Team

This session focuses on hiring, motivating, and developing the retail banking team.  Managers learn proven ways to engage team members and challenge them to exceptional performance.

The agenda includes:

  • Hiring, Promoting, and Retaining “the Best”
  • Effective Interviewing:  The Legalities and Best Practices
  • Getting the Right Person in the Right Seat
  • Creating Team Member Engagement
  • Key Needs and Motivations of Today’s Workforce
  • Coaching for Impact, Connection, and Results
  • Business and Development Planning: Putting Learning to Action

ABOUT OUR FACILITATORS:

Christie Drexler is the Owner of Drexler Consulting, LLC, a financial services consulting and training business focused on developing purpose-driven, competent, servant leaders in all roles of banking.  In association with Performance Solutions, Inc. and Dianne Barton, Christie has offered training and consulting services through Drexler Consulting, LLC, for the past five years.  In addition, Christie has twenty-six years of direct experience in the financial services industry, working for both community and large regional banks.   Her experience has been expansive to include successfully navigating retail and commercial banking careers.  She has served as Division President, Market President, Chief Credit Officer, Chief Retail Officer, and Regional Sales & Service Manager. Christie has a B.S. in Finance from Berry College and an MBA from Georgia College and State University. She is a passionate facilitator and coach who strives to live the values and leadership strategies she teaches in her training programs.

Josh Collins has been creating content and facilitating courses as part of the Drexler Consulting team for the past year and a half.  He has twelve years of banking experience serving in various leadership roles in retail banking, human resources, and talent development.  Josh’s background includes developing and facilitating banking, customer service, and leadership and culture development training programs.  Josh is a graduate of The University of Georgia and is SHRM-CP certified.  Josh enjoys equipping and encouraging bankers to grow their personal skillsets and build strong teams and cultures to maximize results for themselves and the banks they serve.

Credits Price
CBA Member special pricing for all four sessions
Special pricing offered for one attendee to participate in Sessions 1 & 2.  Special rate expires on September 5, 2025. Please indicate virtual or in person.  Registration Ends 9/22/25 at 12:00 AM EDT
$1,350.00
CBA Member attending sessions 1 & 2
Special pricing offered for one attendee to participate for both days. Please indicate virtual or in person. 
$750.00
Credits Price
Prospective Member
Please indicate virtual or in person. 
$1,000.00
Credits Price
Grand Sponsor
$2,500.00
Champion Sponsor
$2,000.00
Elite Sponsor
$1,500.00
Leader Sponsor
$1,000.00
Supporting Sponsor
$750.00
General Sponsor
$500.00

Agenda

September 23
9:00 AM - 12:00 PM Program Begins Arrivals and coffee begin at 8:30 am.
12:00 PM - 1:00 PM Lunch Break
1:00 PM - 4:00 PM Program 
September 24
9:00 AM - 12:00 PM Program
12:00 PM - 1:00 PM Lunch Break
1:00 PM - 4:00 PM Program

For More Information:

Becky Soto
Becky Soto
Professional Development Community Bankers Association of Georgia (770)541-4490

ATTENDEES ARE REQUIRED TO: 

  • Attend all sessions
  • Actively participate in all activities and exercises
  • Complete all post-session assignments

WHO SHOULD ATTEND?

  • Retail Banking Managers at all experience levels
  • Bankers aspiring to future management roles
  • Branch Managers
  • Customer Service Managers
  • Sales and Service Managers
  • Retail/Branch Operations Managers
  • Assistant Branch Managers
  • Head Tellers/Universal Bankers
  • Human Resource Managers
  • Senior Retail Managers seeking new frameworks and tools for team development

THANK YOU TO OUR SPONSOR: