Senior Leadership Development Institute – Session 1: Leading Self @ NCBA
Feb 19 @ 2:00 pm – Feb 20 @ 4:30 pm

“The easiest person to deceive, is one’s own self.” The playwright, Lytton from the 1800’s, certainly gives leaders something to think about. In this session, we will explore the behaviors and predictable traits that we act out in our everyday lives and how those actions impact our relationships. Through the lens of DiSC and a deeper exploration of our personal values, we will leave the session with a deeper understanding of who we are, how others interpret our actions and behaviors, and how to live more fully into the values we hold in highest regard. This session builds stronger Emotional Intelligence.

Note: This session is only open participants of the Senior Leadership Development Institute.

Webinar Series: Mastering the Art of Client Development @ Online - Link Will Be Sent in Advance
Feb 21 @ 1:00 pm


This is a live webinar series that will run from 1:00 – 2:00 PM EST on the following days:

  • Friday, February 21
  • Friday, February 28
  • Friday, March 6
  • Friday, March 13

Each session will be available for OnDemand viewing for seven days after the initial presentation.

Could you use a deeper understanding of human nature to attract, acquire, retain and grow client relationships, while being your authentic self – without being salesy? This four-part webinar series will teach registrants how to better develop stronger client relationships.


What you’ll be able to do after this course:

  • Use a deeper understanding of human nature to attract, acquire, retain and grow client relationships while being your authentic self
  • Engage more potential clients into first meetings
  • Awaken the needs and motivation in your clients necessary to take the actions which are in their best interest
  • Make the emotional connection necessary to maximize every client relationship
  • Turn your presentations into conversations that show your clients that you have the best solution
  • Build the commitment necessary to eliminate the tendency for clients to resist taking action
  • Develop stronger and deeper relationships with your clients


Why is this course different? All of your client’s decisions are made emotionally. To effectively connect with an emotional decision, you must use approaches that are responsive to the human nature and underlying psychology involved in all decisions to buy and change. This course takes the deepest dive available into providing attendees with an understanding of buying psychology and approaches that work consistently with that psychology. These approaches are based on the workings of human nature, not the professional’s personality.


This series is for client facing professionals in:

  • Private Banking
  • Trust
  • Wealth Management
  • Insurance
  • Investments
  • Small Business Banking
  • Commercial Lending



Bill Gager – Founder, Reach Higher

Bill has spent the last 20 years helping financial professionals to maximize their client relationships. He does this by using a counter intuitive, psychologically based, approach that taps deeply into human nature.

NC Young Bankers Conference 2020 @ Embassy Suites Historic District - Charleston, S.C.
Feb 23 – Feb 25 all-day
Active Shooter and Violence in the Workplace Seminar @ North Carolina Bankers Association
Mar 4 all-day



We are partnering with Blue-U Defense on this training, and will be broken into three segments:

  • Surviving an Incident of Violence/Active Shooter
    This course is typically provided as a foundation level course for banks, large corporations, insurance companies and associations of all sizes. Successfully surviving a sudden incident of violence is 90% mental and 10% physical skill. This course focuses on the 90% mental while concurrently providing skills to survive the 10% physical, as a last resort.
  • Advanced Workplace Violence – Prepare to Win! Practical and Effective Tactics and Defense
    This is an advanced course that will feature hands-on drills, scenarios, criminal mind and lecture, to show attendees how powerful the tactics that we teach are, and to show, through actually doing them, that they absolutely work! Attendees will see both the role of the “good guy” and “bad guy,” to get both perspectives. Attendees will more clearly understand the tunnel vision, OODA Loop, tactics, etc that we are teaching our students to understand and overcome.
  • Physical Site Security and Compliance with Bank Protection Act 
    During this session, instructors will discuss how to conduct your own physical site security assessments utilizing their method. Their method does not entail looking at what many other organizations are looking at such as cameras, lighting, card readers, etc. Their theory is your building is your building, your people are your people, and your layout is your layout. So, how do they take what you currently have and, without spending any more money, significantly increase the safety and security of those people inside – your most valuable assets! The instructors will cover this and more.



Terry Choate – Co-Founder & Training Specialist, Blue-U Defense

Terry Choate is a Co-Founder and Training Specialist for Blue-U Defense.  He has served as Team Commander of the Monadnock Regional Special Response (SWAT) Team and for 11 years as a Lieutenant with the Jaffrey (NH) Police Department.  Prior to law enforcement, Mr. Choate spent over 20 years in management positions with Fortune 500 companies. In addition, Mr. Choate’s experience with Executive Security International provides expertise in Security Surveys, Advances, Personal and Executive Protection, CCTV Surveillance, Stalking and Dangerous Human Behavior, Anti/Counter Terrorism, and Business Security.


Joe Hileman – Co-Founder & Training Specialist, Blue-U Defense

Joe Hileman is a Co-Founder and Training Specialist for Blue-U Defense.  He served as the Assistant Team Commander of the Monadnock Regional Special Response (SWAT) Team and for 11 years as a Detective with the Jaffrey (NH) Police Department.  Prior to his career in Law Enforcement, he served as Security Supervisor at the corporate management level of a Fortune 500 company. Mr. Hileman holds two A.A. degrees in Criminal Justice – Law Enforcement and Criminal Justice – Corrections, Probation, and Parole.




The NCBA has secured a discounted rate of $139/night for our attendees at the Greensboro – High Point Marriott. To secure this discounted rate, please call the hotel directly at 336-852-6450 and ask for the NC Bankers rate for the night of March 3. The last day to secure this discounted rate is February 11.

Make Your Reservation Here!

Please note that attendees are responsible for securing their hotel reservations.

Bank Directors Assembly 2020 @ Raleigh Crabtree Marriott
Mar 9 – Mar 10 all-day
Webinar: Debt Collection Rules Update @ Online - Link will be sent 24 hours in advance
Mar 12 @ 10:00 am – 11:30 am


In May 2019, the CFPB published its proposed debt collection rules. While the rules primarily address the obligations of third party debt collectors, they also suggest there are direct obligations on first party lenders, including banks. Moreover, the rule will impose greater expectations on banks and other creditors with respect to vendor management and documentation. As industry prepares for the final rule to be published, find out why banks and other creditors are concerned with the rule and what you need to do to prepare for this sweeping debt collection reform. This webinar will address the following questions:

  1. Are banks and other creditors covered by the proposed rule?
  2. What provisions of the proposed rule directly impact banks?
  3. What provisions of the proposed rule will indirectly impact bank operations?
  4. What changes should banks be preparing for?
  5. How will the rule impact vendor management?



Caren Enloe – Partner, Smith Debnam

Caren Enloe is a partner and concentrates her practice in consumer financial services litigation and compliance, bankruptcy, and commercial litigation with an emphasis on creditor’s rights. She practiced with Smith Debnam from 1992 until 2011 and rejoined the firm in 2015 following a three and a half year stint with an Am Law 200 law firm based in Atlanta. Ms. Enloe has a deep understanding of the complex compliance environment surrounding the financial services industry and regularly advises financial service companies on licensing and compliance issues involving state and federal consumer protection and finance statutes. Ms. Enloe earned her Juris Doctor cum laude from Campbell University School of Law, where she served as a member of the law review. She holds a Bachelor of Arts and Bachelor of Music from Appalachian State University.

NCYB – Triangle Region Networking Event @ Level 7
Mar 12 @ 5:00 pm – 7:00 pm

Come network with your fellow NCYB members at Level 7 Rooftop Bar.

Click HERE for more information including registration. 

Senior Leadership Development Institute – Session 2: Strategy and Innovation @ NCBA
Mar 18 @ 8:30 am – Mar 19 @ 4:30 pm

Innovation is more critical than ever in today’s business environment. In this session we will explore methods and tools to build strategic thinking and innovative agility. However, leaders are required to possess more than knowledge; they must also lead their teams through times of uncertainty, ambiguity and change. This session brings the aspects of innovative, strategic thinking together with leading others to help each of us to be more successful in the work we do.

Note: This session is only open participants of the Senior Leadership Development Institute.

NCBA Washington Visit with the ABA @ Washington, DC
Mar 23 – Mar 25 all-day
2020 CBS Benefits Day & HR Workshop @ Sheraton Imperial Hotel
Mar 24 – Mar 25 all-day


CBS Benefits Day – $80 (Early Bird – 3/10) / $95 (Regular – after 3/10)
HR Workshop – $160 (Early Bird – 3/10) / $210 (Regular – after 3/10)
Both Days – $225 (Early Bird – 3/10) / $275 (Regular – after 3/10)
Exhibitor – $285 (Early Bird – 3/10) / $335 (Regular – after 3/10)