In Person Training

In Person Training

In Bank Events
Open Enrollment Events
In Bank Events
  • In person training that is tailored to the bank, its policies and its culture.
  • Interactive sessions that emphasize best practices, case examples, team discussions and real-world application.
  • Hybrid and blended learning activities such as webinars, case studies and assignments are used to support the in person event.
  • Coaching tools and activities are provided to frontline managers to reinforce the in person learning.


We believe that best practice based in person training should be …

  • Measurable and results oriented
  • With an ideal class size of 10 to 25 bankers
  • A focused learning event between ½ and 5 days in length
  • Delivered as tailored programs for entry level, experienced and senior bankers

For more information about our In Bank programs, please contact us.
To view the types of In Bank training we can offer, please visit our course catalog.

Open Enrollment Events

  • Based on universal best practices of highly effective bankers.
  • Interactive sessions that emphasize best practices, case examples, team discussions and real-world application.
  • Hybrid and blended learning activities such as webinars, case studies and assignments are used to support the in person event.

Open enrollment programs are generally between ½ day and 2 days in length.

Class size is limited to between 10 and 25 participants to insure a high level of interactive engagement.

Click here to view a calendar of upcoming open enrollment events.

Request an open enrollment or in bank training session for your location ( [email protected] )