Unlock Your Future in Banking: Join Bank Operations Institute (BOI)!

Are you a budding banker eager to navigate the dynamic world of finance with confidence?
Look no further – BOI is your gateway to success.


November 9-13, 2025
Dallas/Fort Worth Airport Marriott Hotel
8440 Freeport Pkway
Irving, TX 75063

Why BOI?

  • Comprehensive Skill Development: Acquire a 360-degree understanding of banking operations, from transaction processing to risk management. Our tailored curriculum ensures you master essential skills for a thriving career.
  • Industry-Expert Instructors: Learn from the best in the field! Our teachers are community bankers, former community bankers and industry experts who bring real-world experience to the classroom, providing practical insights that textbooks can't offer.
  • Hands-On Learning: Dive into realistic scenarios through immersive simulations. Gain practical experience in a risk-free environment, which will prepare you for the challenges of the banking landscape
  • Networking Opportunities: Connect with fellow beginners, industry leaders and alumni who have successfully navigated their careers through BOI. Build a professional network that lasts a lifetime.

What You'll Gain:

  • Operational Knowledge: Develop an understanding of the day-to-day tasks that keep a bank running smoothly.
  • Risk Management Skills: Learn to identify and mitigate potential risks, ensuring a secure and stable financial environment.
  • Technological Proficiency: Embrace technology to better understand the latest fintech landscape.
  • Customer-Centric Approach: Discover the art of providing exceptional customer service, fostering long-lasting relationships.

Level I Schedule Preview

Welcome 
Call Report 
Break
Introduction to UBPR
Payments: How Money Moves
Lunch Break
Payments: Future Trends
Break
Cybersecurity Update
Break
Internal Controls
Break
Class Photos
Opening Banquet (Tips and Tricks for Dining With Board Members)

Level II Schedule Preview

Welcome 
Bank Simulation Refresher
Break
Bank Simulation
Break
Legal Aspects of Operations
Lunch
Breakthrough Strategic Marketing for Leaders
Break
Enterprise Risk Management
Break
Bank Simulation
Break
Opening Banquet (Tips and Tricks for Dining With Board Members)

Registration Fees

$2,250/person
Your Future Awaits – Enroll Today!

  

Who Should Attend:

The Bank Operations Institute is designed for individuals who aspire to embark on a rewarding career in the banking sector, specifically focusing on the operational aspects of financial institutions. This program is ideal for:

Entry-Level Bankers:
  • Recent graduates or individuals entering the workforce with a keen interest in banking.
  • Those looking to build a strong foundation in banking operations from the ground up.


Support Staff:

  • Administrative and support staff within financial institutions looking to expand their skills and contribute more effectively to the operational efficiency of the bank.

Mid-Level Operations Roles:

  • Those already in the banking sector but aiming to move into more specialized operational roles.
  • Individuals seeking career advancement by gaining a deeper understanding of the operational side of banking.

Lenders:

  • Loan officers and credit analysts looking to deepen their understanding of the operational intricacies that support lending functions.
  • Lenders seeking a holistic perspective to enhance collaboration with operational teams for smoother loan processing.

C-Suite Executives:

  • Chief Executive Officers (CEOs), Chief Operating Officers (COOs), and other top-level executives aiming to refine their strategic vision by gaining insight into the operational backbone of the bank.
  • C-Suite leaders looking to foster a comprehensive understanding of the operational challenges and opportunities shaping the industry.

Future C-Suite Aspirants:

  • High-potential individuals identified for leadership roles within the bank.
  • Emerging leaders aspiring to join the C-Suite with a well-rounded understanding of the operational aspects critical to strategic decision-making.

Operations Managers and Directors:

  • Mid-level and senior managers responsible for overseeing day-to-day operational functions within the bank.
  • Operations directors looking to enhance their leadership skills and strategic thinking for more effective management.

Risk Management Professionals:

  • Risk officers and managers interested in understanding the operational dimensions of risk within the banking sector.
  • Professionals in risk management seeking a cross-functional perspective to better align risk mitigation with operational strategies.

Compliance Officers:

  • Compliance professionals wanting to integrate regulatory compliance seamlessly into the daily operations of the bank.
  • Individuals responsible for ensuring operational processes adhere to industry regulations.


Technology and Innovation Leaders:

  • Technology leaders focused on aligning technological advancements with operational efficiency.
  • Professionals responsible for integrating innovation and technology solutions into banking operations.