Back to Events
2024 LEAD ON - Community Bank Leadership Retreat

2024 LEAD ON - Community Bank Leadership Retreat

In Person

Thursday, September 12, 2024 at 9:00 AM (EDT) to Friday, September 13, 2024 at 12:00 PM (EDT)
Menu

Are you a Leader? Do you want to be seen as a leader in your organization?

The Community Bankers Association Leadership development programs aim to support lifelong learning that increases potential and ability. 

Click here to learn more about the LEAD Division
Thursday, September 12
8:30 AM - 9:00 AM

Arrivals/Networking Breakfast with Sponsors
9:00 AM - 12:00 PM

Change Management
April Farlow

Change Management:  The banking world is changing rapidly with evolving customer expectations, regulatory demands, market trends, AI and increased fraud.  Working proactively to problem solve and innovate is critical.  This is a session designed to help bankers proactively embrace innovation and stay ahead of the curve for long term success in a highly competitive market.  Participants will:

  • Focus on the fundamentals of change, including the need for change, creating a vision, and engaging stakeholders through the change process
  • Explore the role of innovation in driving organizational growth and change
  • Learn practical skills to take back to their team to drive change
12:00 PM - 1:00 PM Networking Lunch
1:00 PM - 2:15 PM

Listening Based Leadership
April Farlow

Listening Based Leadership: For community bankers, trust and credibility are paramount.   Active listening helps the customer feel heard and understood, while also allowing the banker to assess risk and craft creative solutions to build relationships.  Few people have ever taken a public listening class (rather they focus on public speaking classes).  Leadership requires strong listening skills, and this session allows participants to practice a fundamental skill.  Participants will:

  • Understand the importance of active listening in building rapport and tryst with clients.
  • Develop active listening skills to identify and address clients’ financial needs: including paraphrasing, summarizing, and asking clarifying questions
  • Enhance problem-solving abilities through empathetic listening.  Increase ability to listen and offer tailored solutions.
2:15 PM - 4:00 PM

Additional Speaker TBD & Roundtable
Friday, September 13
8:30 AM - 9:00 AM Networking Breakfast with Sponsors
9:00 AM - 10:00 AM 

Community Bank Advocacy
Lori Godfrey  and Jack Coleman


Community Bank Advocacy:  As the financial industry rapidly evolves, how do we as leaders advocate to support a safe and sound banking portfolio?  This session will encourage bankers to proactively work together to support each other and establish resources to protect the business.  We will have fireside chats and roundtable discussions to create action plans. 

The fireside chat will cover:
    Understanding the importance of advocacy
    Where bankers fit into advocacy
    Tools and training tips
    Seeing the difference between federal and state advocacy efforts
    Open questions and forum discussion
10:00 AM - 10:30 AM

Stretch Break
10:30 AM - 12:00 PM

Advocacy Activity 

The Westin Savannah Harbor Golf Resort & Spa
1 Resort Drive
Savannah, GA 31421 

Click here for online reservations.

 
To call in reservations, please reach out to 912/201-2000. You will need to advise them that you were with the CBA LEAD Retreat group in order to receive our discounted rate.

CBA Rate will start at $219.00 per room / per night plus $33 resort fee and applicable taxes.

Cutoff date: We encourage you to book your room prior to Sunday, August 11, 2024. After August 11, rooms will be released, and CBA cannot guarantee the group rate or availability after that date.

Check-In and Check-Out Time: Check-In at the hotel is 4:00 pm and check-out is at 11:00 am.

Reservation Cancellations: All rooms are subject to Westin Savannah Harbor Resort’s hotel cancellation policy. Cancellations prior to 3 days before arrival at no charge.  An early departure or no-show fee of one night room rate and tax will apply if a group attendee checks out prior to the confirmed checkout date and / or is a no show for their reservation.

“I appreciated the relationships and new connections made during our sessions.”

 

“The entire program was so well thought out. I have had conference experiences not come close to the bar that was set this week. I can’t wait for next year!”

Coming Soon
Credits Price
CBA Member - Early Bird Registration
Registration Ended 6/15/24 at 11:59 PM EST
9.00 $550.00
CBA Member - Regular Registration
Registration Ended 9/12/24 at 11:59 PM EST
9.00 $600.00
Credits Price
Prospective Member
9.00 $750.00

For More Information:

Becky Soto
Becky Soto
Assistant Vice President (770)541-4490
View Profile
Early Bird Ends 6/15

Why Attend?

  • Professional Growth: Enhance your skills in a structured learning environment.
  • Personal Empowerment: Boost confidence, resilience, and a sense of purpose.
  • Networking Opportunities: Expand your network of peers, mentors, and industry leaders.
  • Self-Reflection and Insight: Reflect on your goals, strengths, and career improvement opportunities.
  • Leadership Development: Develop key leadership skills such as communication, team management, and conflict resolution through interactive sessions.
  • Industry Knowledge: Gain insights into community bank advocacy and deepen your understanding of the industry.

Who Should Attend?

For All Levels: Suitable for community bankers at all levels, from entry-level to executives.

This leadership retreat is designed to give employees opportunities to grow professionally while enhancing their knowledge of the industry.