Effective Meetings with Management - October 2023
Effective Meetings with Management School
October 16-20, 2023 Minneapolis, MN
@ www.csbs.org ♦ @csbsnews
CONFERENCE OF STATE BANK SUPERVISORS 1300 I Street NW / Suite 700 / Washington, DC 20005 / (202) 296-2840
Effective Meetings with Management Minneapolis, MN October 16-20, 2023
Embassy Suites by Hilton - Minneapolis Downtown Meeting Room: Turquoise Room
Monday, October 16, 2023 7:30 am – 8:30 am
Registration Outside Plymouth Ballroom
Introduction
8:30 am – 8:45 am
Icebreaker
8:45 am – 9:30 am 9:30 am – 9:45 am 9:45 am – 11:45 am
Break
Communication Skills
11:45 am – 1:00 pm
Lunch on your own
Managing Effective Meetings
1:00 pm – 2:30 pm
2:30 pm – 2:45 pm 2:45 pm – 3:15 pm 3:15 pm – 4:30 pm
Break
Managing Effective Meetings (continued)
Pop-Up Presentations
4:30 pm
Adjourn
Networking Reception Outside Plymouth Ballroom
5:30 pm – 7:30 pm
Tuesday, October 17, 2023 8:30 am – 9:00 am
Icebreaker
Delivering Difficult Messages
9:00 am – 10:15 am 10:15 am – 10:30 am 10:30 am – 11:45 am 11:45 am – 1:00 pm 1:00 pm – 2:30 pm
Break
Negotiations
Lunch on your own
Conflict Management
2:30 pm – 2:45 pm
Break
Pop-Up Presentations
2:45 pm – 4:30 pm
4:30 pm
Adjourn
Wednesday, October 18, 2023 8:30 am – 9:00 am
Icebreaker
Fact Finding
9:00 am – 9:45 am
9:45 am – 10:00 am 10:00 am – 10:45 am
Break
Escape Room Activity
Industry Feedback
10:45 am – 11:15 am
Prepare for Individual Meetings
11:15 am - 11:45 am
11:45 am – 1:00 pm 1:00 pm – 2:30 pm
Lunch on your own
Individual Meeting with Instructor (20 minutes per person)/ Prepare for Presentation (remainder of the day)
2:30 pm – 2:45 pm
Break
Individual Meeting with Instructor (20 minutes per person)/ Prepare for Presentation (remainder of the day)
2:45 pm – 4:30 pm
4:30 pm
Adjourn
Thursday, October 19, 2023 8:30 am – 9:00 am
Prepare for Board/ Management Meetings
Board/Management Meetings
9:00 am – 11:30 am
11:30 am – 1:00 pm
Lunch on your own
Board/Managment Meetings
1:00 pm – 2:30 pm
2:30 pm – 3:00 pm 3:00 pm – 4:00 pm
Break
Marshmallow Challenge
4:30 pm
Adjourn
Friday, October 20, 2023 8:30 am – 9:00 am
Board/Management Meeting Review
Family Feud and Wrap-up
9:00 am – 11:00 am
11:00 am
Adjourn
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Communication Skills
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Go to www.kahoot.it
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Go to www.kahoot.it
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VIRTUAL MEETINGS – 2020 and Beyond?
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Minimize Distractions
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Technology • Test all technology before the meeting. • Raise your webcam to eye-level. • Use a good microphone • Position conference window near camera. • Use a laptop, not a phone.
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Etiquette
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Communication is Key • Verbal / non-verbal • Aware of body language • Eye Contact • Posture • Personal Appearance • Volume • Inflection • Articulation • Direct w/ middle person • Virtual Communication Issues and Etiquette
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Managing Effective Meetings
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Exercise
Effective Meetings vs. Ineffective Meetings
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Exercise
Ineffective Meeting Exercise
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Exercise
Ineffective Meeting Exercise
Why was the meeting ineffective?
How could you have made it more effective?
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Types of Meetings During an Examination
Pre ‐ Scope / Intro
First Day Meeting
Fact ‐ Finding
Update Meeting Wrap ‐ up Internal Debrief
Exit Meeting
Board Meeting
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Exam Discussions Overview
Questions and Conclusions in Exam Process Questions Conclusions
100%
0%
Pre ‐ exam Meeting
Exit Meeting
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Utilizing an Agenda
Question: what percentage of the exam meetings you’ve attended (all types) have involved a written agenda?
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Utilizing an Agenda “Meetings without an agenda are like restaurants without a menu.”
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Utilizing an Agenda
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Utilizing an Agenda
Preparation Direction
Focus
Setting the Tone
Support
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Utilizing an Agenda
• Use bullet points
• Include every point you want to make
• Focus on key topics
• Provide too much detail
• Add detail verbally
• Lack structure
• Review multiple times
Do
• Bury the message in numbers
Don’t
• Prioritize items
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Utilizing an Agenda
“Too much detail is apt, like any other form of extravagance, to become slightly vulgar.” – Willa Cather
Ratio
Period Ended 03/31/2011
Period Ended 12/31/2010
Period Ended 12/31/2009
Net Non ‐ Core Funding Dependence Net Loans and Leases/Total Assets
10.36%* 76.70%
14.61%* 75.57%
24.97% 80.30%
• Liquidity and funds management practices are satisfactory, in spite of credit risk issues. The bank has access to sufficient sources of funds to meet present and anticipated liquidity needs. • Liquidity levels have improved since the prior examination. • On balance sheet • Liquid assets = $195 million, or 9.2% at March 31, 20XX (8.5% at LX) • Totals have improved during 2 nd quarter to $312 million, or 14.8% as of June 30, 20XX • Represents an increase of over 500 bps. • External borrowing sources • The bank continues to be rated “7” by FHLB, primarily due to credit risk issues. The bank remains on “listing” status and FHLB funding requires 142% collateral coverage. • FHLB borrowing capacity at March 31, 20XX = $264 million • FHLB borrowing capacity at June 30, 20XX = $272 million • In additional secured borrowing line with FRB = $27 million and unsecured line with Comerica = $6.5 million • Total on-hand liquidity / total liabilities as of March 31, 2011 = 25% (21% LX). Improved further to 29% as of June 30, 2011. • The bank’s Net Noncore Funding Dependence ratio is moderate at 10.4% (using the > $250,000 deposit insurance limit) as of March 31, 20XX. The UBPR Peer Group ratio is 11.6%. • The bank’s deposit base remains stable. Step-up time deposits have interest rates well-above market, but are limited to approximately $137 Million. • Management has been able to develop and access new funding sources, e.g. QwickRate and Comerica. Additionally, management regularly sells securities and loans without incurring loss. • Regulatory restrictions on holdings of brokered deposits and interest rate caps remain in-place. • Management has addressed contingency funding plan and other risk management weaknesses.
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4 C’s for Presenting
Calm Confident
Clear
Concise
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4 C’s for Presenting
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Ideas for a strong presentation
Train and rehearse to hone your skills Know your audience Dress, look, and act the part
Be courteous Be interesting
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Ideas for a strong presentation Engage your audience Don’t read, remember Set the tone early – and maintain it Stay objective Support your conclusions
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Ideas for a strong presentation Build your case along the way Use simple text / graphics Time your remarks to stay on track Summarize key conclusions and next steps Remember the 4 C’s
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Remember…
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Takeaways? Questions?
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