The future of community banking depends upon a new generation of bankers and organizational leaders. Our programs are designed to help develop and hone the vital skills needed to manage a team and community bank effectively.



April 2 | May 9

Two full-day, in-person sessions, supplemented by two
virtual/web de-brief and accountability sessions.

This program is designed to equip new and aspiring retail branch leaders, starting with a self-assessment of their strengths and gaps in the key success factors for the role of branch management. Participants will learn about branch business and action planning, objective and expectation-setting, feedback and coaching fundamentals, and tactics for developing team and individual skills in sales and customer service. They will leave with a toolkit of supporting templates.

 Designed for:

  • New-to-role Branch Managers and Assistant Branch Managers
  • High potential branch bankers who are currently on a development path towards a branch leadership role


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March 19 | April 17 | May 7 | September 24 | November 12

Five full-day, in-person sessions, supplemented by three virtual/web de-brief and accountability sessions.

The Emerging Leader Program (ELP) is an annual leadership development program designed to build competencies and confidence for your next generation of community bank leaders. Participants will be guided through Five Exemplary Leadership Practices®, DISC® communication styles, Strengths Finder® and the basics of Performance Management and Development, concluding with their individual presentation to build executive presence. A mentor from your organization is utilized throughout the program to bring application of the learning to life and provide for personal and professional growth opportunities.

 Designed for:

  • Front-line or first-level high-performing leaders with ~1-5 years of experience managing employees
  • Mid-level individual contributors who are high-potential candidates for promotion to a leadership role


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CBAO University’s networking forums meet regularly and facilitate idea exchange among peers of a specific job family. Forum attendees discuss what’s currently going on in the industry with regards to their role and ways to improve in their area.

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The Paul W. Barret, Jr. School of Banking is a non-profit independent school created by and governed by a Board of Regents, whose members are executives from banks and other firms involved with the financial services industry. The mission of the School is to provide an adult learning experience for the career-oriented individuals in commercial banking or related financial services industry business.

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