Education Seminar

2014 Supervisor Boot Camp
Explore the coaching and leadership skills that lay out a plan for success, discovering best practices for highly effective supervisors

Do you have what it takes to succeed at managing others?

What are the compelling attributes of an accomplished supervisor?  A major one is leadership. Then there is professional maturity and emotional IQ.  You don’t master the art of supervision through luck, you master it with training, experience, self-learning, and staying on top of best practices.  Today’s supervisor must have the attitude, skill set, confidence, persistence and commitment to excel in this multi-tasking, ever so challenging role.

Fast-Paced * Information Packed * Hard Working * Results Oriented * Dynamic * Interactive * Engaging

With this in mind, we have brought you a compelling, two-day conference designed especially for supervisors. This dynamic, interactive program includes more than 12 hours of class time and focuses on key pertinent issues. The curriculum includes exploring the coaching and leadership skills that lay out a plan for success, discovering best practices for highly effective supervisors.

Participants will find this experiential training opportunity invigorating, motivating and applicable to managing and supervising others.  Working in peer groups developing solutions and sharing ideas in order to respond to assignments and a case study will be highly beneficial for participants.

If your bank strives to keep supervisors on the competitive edge, then this two day program is exactly what you are looking for! Come prepared to work and learn, share and listen and go back eager to implement and make a difference.


The session will run from 8:30 a.m. to 4:30 p.m. on Wednesday July 16, and continue Thursday, July 17 from 9:00 a.m. to 3:00 p.m. Breakfast will begin at 7:30 a.m. on Wednesday and 8:00 a.m. on Thursday.  Lunch will be served at 12:00 on both days.

July 16, 2014 – Day 1


8:30 a.m. – 4:30 p.m.

Identifying Your Leadership Style. There isn’t one “correct” leadership style.  Instead the goal is to help you to:

  • Know your style
  • Learn how to capitalize on the strengths and overcome the trouble spots of their styles
  • Learn how to interact effectively with other styles
  • Leave this session being able to deliberately make effective choices in order to be success and effective according to the situation

Performance Planning…Yours & Theirs

  • Build collaborative performance plans with employees
  • Consider the causes of employee performance or behavioral issues
  • Understand the performance improvement plan process
  • Identify the leader’s role during performance plan execution

Excelling at Leading, Supervising & Coaching  Part 1

  • Understand motivation – why do we do what we do, how to gain buy-in from your team
  • Developing others – helping others achieve, addressing difficult or uninspired team members

July 17, 2014 – Day 2

8:00:  Breakfast

9:00 a.m. – 3:00 p.m.

Review Day One

Excelling at Leading, Supervising & Coaching Part 2

  • Managing resistance and coaching with positive confrontation
  • Participants will share solutions and creative alternatives to challenges all supervisors face

Assessing Your Effectiveness as a Supervisor

  • Managing Your Job – prioritizing, setting goals, establishing standards, planning
  • Relating to Others – listening, organizing, communicating, giving direction, receiving feedback
  • Developing Your Team – training, coaching, delegating, appraising, counseling and disciplining
  • Thinking Clearly – identifying  and solving problems, making decisions and weighing risks
  • Writing Your Action Plan – prioritizing what needs to improve, building your improvement plan


This two‐day program is designed for supervisors who hear or say:

  • I am brand new at this.
  • The walls of resistance are very high.
  • Major change is going on at my bank.
  • Is there a solution to whining, gossip and laziness?
  • The age difference or gender difference seems to impede my effectiveness.


Honey Shelton has 25 years of experience as a training and quality improvement consultant for banks and banking associations across the country. Her banking background includes spending three years as executive vice president/chief retail banking officer with First Victoria National Bank. More than a half million bankers have participated in programs Shelton has presented. Her depth of knowledge, enthusiasm, and compelling personality has left her lasting mark on InterAction Training, the firm she founded in 1983. Shelton is a graduate of the School of Bank Marketing from the University of

Colorado. She is a member of the American Society of Training and Development, has obtained certification in reality therapy from the William Glasser Institute, and certification from the training and development program at Texas A & M.

Registration Fees

Early-Bird Registration EXTENDED through Monday June 23, 2014
CBA Member: $795
Non-Member: $995

Regular Registration
CBA Member: $995
Non-Member: $1195

Cancellations and Complaint Policy:

Substitutions are allowed, at no additional cost. Written notice is required for all substitutions/cancellations. The full registration fee will be refunded if the written request is received by Monday, June 23, 2014, and 50 percent if by Monday, June 30, 2014. There will be no refunds after June 30. Registrations made on/after June 30 are not subject to refund.

Complaints regarding this program should be directed to John Lingvall, VP and Director of Education at (916) 438-4428.

Location Information

Wednesday and Thursday, July 16 – 17, 2014
Newport Beach Marriott Hotel
900 Newport Center Drive
Newport Beach, CA 92660
(949) 640-4000

CBA has a room block arranged at the hotel at a rate of $169/night plus taxes.  If you are interested in reserving a room, please contact the hotel at (877) 622-3056  and reference the CA Bankers Association Rooming Block or reserve online by clicking: Please make your reservations by Wednesday July 2; requests after this date will be accepted on a space-available basis at the regular room rate.

CBA will host self parking.

Program Objectives

The purpose of this seminar is to train supervisors to become superstars! They will leave better equipped to:

  • Build collaborative performance plans with employees
  • Understand performance improvement plan process
  • Learn your own style and how to interact with other styles
  • Understand motivation and how it works
  • How to develop others
  • How to excel at leading, supervising and coaching

Credit Information

Program Level: Beginner

Prerequisite: None

Advance Preparation: None

Method of Presentation: Group – Live (Lecture, Discussion, and Table Exercises)

Recommended CPE Credits: 13 Hours Maximum
(Estimated 8.0 Business Mgmt and Org, 5.0 Specialized Knowledge & Apps)
Sponsored learning activities are measured by program length, with one 50-minute period equal to one CPE credit.  One-half CPE credit increments (equal to 25 minutes) are permitted after the first credit has been earned in a given learning activity.  Please note that not all state boards have adopted this rule.  Some participants may not be able to use one-half credit increments.