Learn. | Implement. | Innovate. | Accelerate. | Grow.

Based on an MBA curriculum,
Built for the banking industry.

IBA brings you our newest resource, a 10-week, fully-virtual training with content based on an MBA curriculum, in the Bank Executive Academy.
  Refine your leadership skills 
   Master people management
   Demystify the finances
   Grow your bottom line!

"Each team member walked away with something that they did not know before and actually implemented right away in our business. It's worth your time, it's worth your team's time!"

Terell Weg

President & CEO - MSNW Group

"Two Words: Do It!

This program offers a time-efficient streamlined format and relevant real-world content. Take this opportunity to position your company for success.

Chase Keller

President - Granite

"The program is spectacular. 
The beauty of this is that it could be attributed to anybody at any level of your organization, even us old dogs got something new out of it!"


Bill Warnecki

President & Owner SERVPRO® Alexandria

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$795
$995
Special Early bird pricing
June 12
PROGRAM KICK-OFF
10-Weeks
Self-Paced Learning mixed with Live Expert-led discussions.

The Transformation

Bank Executive Academy is a 10-week digital-first program for both the current & future leaders of the banking industry to master the skills of organizational leadership, people management, & business finance.
W h a t ' s   I n c l u d e d

Explore the Bank Executive Academy

With over 20 hours of video, a private learning community, and an arsenal of templates, resources, and knowledge, it's one of the most comprehensive programs for the banking industry leaders  in the market.

When you join, you'll receive lifetime access to
  • 6+ hours of live facilitated expert coaching
  • 350+ learning modules within the self-paced online learning
  • A cohort of your fellow business leaders to connect & network
  • Continued access for a full year after the 10-weeks
  • Downloadable companion worksheets & materials
  • 20 interactive tools to implement the learning 
  • Knowledge checks to build competency
  • A printable learner handbook to organize it all
  • Lifetime access to the eLearning portal and resources
  • and a LinkedIn badge and certificate to share with the world!
Share your certificate with the world!

What is the Bank Executive Academy Curriculum?

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Set Goals All the Time

We begin by crafting a vision for the company, our long-term goal 3-5-years from now. This will be the North Star for our entire team. Then we learn what makes a 'good goal' and create company-wide, department-level, & individual goals that align with our vision. 

Learning Outcomes of this Section

  • Set a company-wide vision.
  • Learn how to create good goals.
  • Create goals for the company, departments & each employee.
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Focus On The Process Not a Plan

We’ll get a baseline of our company's current status by collecting valuable information. Using that as a baseline we will adopt a planning process so our company can adapt to today’s ever-changing conditions.

Learning Outcomes of this Section

  • Measure current company state.
  • Replace the business plan.
  • Create strategies for a constant planning process.
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Coach the Right People

We’ll clearly define positions at our business, and create position descriptions for ourselves and key roles within the organization. Then we identify the right natural abilities needed for these roles, and if we have our people in the best place for success currently.

Learning Outcomes of this Section

  • How to build the right team.
  • Learn to identify natural abilities.
  • Create position descriptions for yourself and every employee.
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Serve the Right Customer

We begin by identifying our right customers, then determine how we find more of these right customers, building a sales process to serve them, streamlining our operations processes around them, and finally fostering a culture & strategies necessary to serve the right customer.

Learning Outcomes of this Section

  • Identify your good customers.
  • Define your generic strategy.
  • Create a sales process & refine your operations processes.
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Empower Your Entire Team

Learn how managers empower their team members by establishing clear goals and allowing people to achieve those goals in their own way, through our system of “wide boulevards, high curbs”. We determine if our team members meet the criteria required to work in an environment of empowerment and how to coach them in they can.

Learning Outcomes of this Section

  • Learn the life-cycle of a manager.
  • Build an empowerment culture.
  • Create an organization of 'Wide Boulevards, High Curbs'.
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Do the Right Things Right

We will use six tools to monitor and manage our company’s performance and build our own System of Managing—a clear and effective means of providing clarity and purpose to team members while steering everyone to accomplish their individual goals, as well as the company’s goals. 

Learning Outcomes of this Section

  • Learn the six tools to measure & manage goal achievement.
  • Create a system of management for your team.
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Demystifying the Financials

Using a case study, we will understand how to read and use financial statements. With the case study as real-world context, we will also learn about projections, inventory, accounts receivable, and cash flow and how to use this information to build stronger businesses.

Learning Outcomes of this Section

  • Using a real-life case study we will:
  • Learn how to properly read the financial documents.
  • Further understand the benefits of accurate projections. 
  • Build out your own financial models of success.
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Applying the Financials

With a new understanding of the basics, we will focus on specific elements that grow the bottom line. We start by calculating our own financial ratios, and how to set realistic goals for your business with them. From there we learn how to easily use break-even analysis to inform everyday decisions. 

Learning Outcomes of this Section

  • Dive deep into how to calculate the important financial ratios and set realistic goals for each of these ratios.
  • Understand the cash flows (in and out) of your business.
  • Calculate your break-even to inform every decision. 

Maximize your learning with a blend of self-paced eLearning with interactive live sessions!

Self-Paced eLearning

The content is engaging and approachable built to suit all different learning styles helping to simplify concepts into practical application within your business.

Printable Workbook

Along with the digital learning, engage with the physical workbook which can be printed out as your physical companion to guide your time in the program.

Bi-Weekly Zoom Calls

Participate in our live bi-weekly facilitations, as well as  the community forum, to share thoughts and ideas, increase connection, get help implementing the learning.

Save These Dates!

Within the program there will be live sessions to network and learn in real-time with your cohort.
All live sessions will be held on Wednesdays from 1:00 - 2:30 PM CST

PROGRAM ONBOARDING AND KICK-OFF

June
12

VISION GOALS & PLANNING PROCESS

July
10

THE RIGHT TEAM & CUSTOMER

August
14

AN EMPOWERED SYSTEM OF MANAGEMENT

September 11

DEMYSTIFYING THE FINANCIALS

October
9

APPLYING THE FINANCIALS

November 13

Can't make one of the live sessions? No worries, all are recorded for you to review later!
Join the spring program, sign up today!

PRICING

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Price

 $1195

Team
Discounts

Interested in more than 3+ from your team?
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Want to learn more?

Use the calendar link below to find a time to book a time for a 15-minute discovery call where you can ask any questions you have before signing up.

Bank Executive Academy Begins on June 12!

THE GOALMAKERS GUARANTEE

We believe in our material, so much that we offer a money-back guarantee if you don't find value after the first two weeks.

Frequently Asked Questions

Don't see the answer to your question below?
Click here to book a time to chat with the GoalMakers team

Who is the Program for?

This information is beneficial for everyone, from the CEO to the sweeper, essentially the more of your team that understands these fundamentals, the better off your business will be. However, if you want to start slow, we suggest that owners, managers, future leaders, supervisors, and high-potential employees go through this program together as a unit for the most impactful outcomes.

How long will it take me to complete? Per section & in total?

Weekly you should expect about 2.5 hours per week, but self-paced learning is all up to your availability! 

Then bi-weekly we have 60-minute long live sessions with your peers and industry experts. 

Overall, you should expect anywhere from 20-40 hours over the 10-weeks. (Some learners spend much longer than this and some a little less, but it depends on where you are at in your professional journey)!

How many people from my team should participate? 

Beyond being a great learning program this is an organizational alignment tool meaning that the more people who participate together, the better the impact you'll see when looking to implement these learnings.

What if I miss the live sessions?

While you will get the most out of joining them and participating in the conversation with both your peers and industry experts, if you can't make one do not worry! All sessions are recorded and uploaded into the eLearning to review later.

How long will I have access to the program?

Great question, while the program runs in a synchronous timing with your peers after the 10-weeks you will retain access as it does not expire!

Are there assignments & testing?

You won't get a certificate just for signing up, no participation trophies here! 

Throughout the program there are 6 end-of-section knowledge checks at the end of each of the management sections, and then a cumulative exam at the end. All must be completed and passed in order to receive your certificate.

Not ready to register, but want to stay connected?

Add your email address below and we'll stay in touch (no spam) about any special offers for the program both for this cohort and future! 
Thank you!
Bring this to your members today!

Bring the Bank Executive Academy to your members in a turnkey professional development solution, with your associations branding for a turnkey program!

New engaging and effective learning.

Provide your members with a program based on an Executive MBA curriculum, offering the valuable management, leadership, & finance training they need.

New non-dues revenue, at no cost to you.

Launch a new program at no-cost or time commitment needed from your staff. For every member that signs up, you will receive $150 back into your bottom line.

Live conversations with experts & peers.

Led by subject matter experts, there are bi-weekly live sessions as a chance for social learning and networking with your peers and fellow members.

Don't just take our word for it...

Read it first hand, directly from our lovely learners!
“GoalMakers' was a great program!

It was very well thought out and covered many important topics regarding management and banking.”
“Jeremy was a great facilitator. He kept the group very engaged and encouraged enriching conversations. He did a very good job keeping us on track and getting everything we needed to cover done in the allotted time.”
“Who doesn't love Micah? He is always positive and has a lot of knowledge to share!”
“Micah provided a lot of very relevant experiences and well throughout points. You can tell he is very knowledgeable about the banking industry and was able to tie that in with what we were learning at the time.”
“I LOVE IT!

Since I have such a busy schedule, I loved the flexibility of the program.”
“I like this format as it provides flexibility and allows you to go back and review or reference material as needed.”
“I really, really liked the self-paced modules. I was able to watch videos and read the lessons at my pace and go back when I felt like I needed to review.”

Meet the Creators & Facilitators

These will be your guides through both the self-paced and live learning sessions.

Micah Bartlett

Banking Industry Expert

A 31-year career in banking began as a teller at a community bank and lead to him founding, leading, and then selling Town & Country Financial Corporation and Town & Country Bank. Micah's main passions are people and finance; he found a balance of the two in the community banking industry. He holds a Bachelor's in Accounting, a Graduate's degree in Banking, and additionally an MBA.

Jeremy Wall

Lead Facilitator

The CEO of GoalMakers and Bank Executive Academy lead facilitator has worked with hundreds of business owners and operators helping them more than understand the material, but implement to success within their business. Jeremy has founded, grown, and exited businesses and cannot wait to meet you and your agencies during this program.

John Cioffi

Organizational Management

Accomplished business coach, author, and speaker John Cioffi is the Chief Content Officer at GoalMakers. Cioffi has spent the last 30-years, coaching hundreds of clients to success and has made it his life mission to help helps businesses of all types and sizes understand the people management and organizational leadership needed to be successful.

It's like a mini-MBA, for bank executives.
(both current & future)

Organizational Leadership

Gain the skills to position your bank for success, for the long-term. Create the vision, goals, and action steps that your staff needs to move forward, together.

People Management

Many managers have never received formal management training. Arm your members with the knowledge and tools to be a master people manager.

Demystify the Financials

Every business leader should be able to understand the financials. Learn how to master your financials for sustained success in growing the bottom line.

Don't just take our word for it...

Read it first hand, directly from our lovely learners!
“GoalMakers' was a great program!

It was very well thought out and covered many important topics regarding management and banking.”
“Jeremy was a great facilitator. He kept the group very engaged and encouraged enriching conversations. He did a very good job keeping us on track and getting everything we needed to cover done in the allotted time.”
“Who doesn't love Micah? He is always positive and has a lot of knowledge to share!”
“Micah provided a lot of very relevant experiences and well throughout points. You can tell he is very knowledgeable about the banking industry and was able to tie that in with what we were learning at the time.”
“I LOVE IT!

Since I have such a busy schedule, I loved the flexibility of the program.”
“I like this format as it provides flexibility and allows you to go back and review or reference material as needed.”
“I really, really liked the self-paced modules. I was able to watch videos and read the lessons at my pace and go back when I felt like I needed to review.”
L i v e   s e s s i o n s   f o r   e v e r y o n e

What makes this program different?

The real key, is a blended learning experience -- pairing self-paced online learning with live facilitated session to learn with you peers and from the experts themselves in real-time. 
Live Sessions
Self-Paced eLearning
Professional Networking
facilitations

Expert-Led Live Coaching Sessions

Beyond the online learning we come together with a cohort of your peers for bi-weekly facilitations allowing you to be coached in real-time by masters of the craft.

Save the Date for Our Live Program Kick-Off

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Grab Your Seat
Learning

Interactive Self-
Paced Online Learning

The program is designed to provide you with impactful knowledge & resources that will guide you, step-by-step to put into practice immediately.

Want to test-drive the self-paced learning yourself? 

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Networking

A Cohort of Fellow Business Leaders

Connect with both the current and future leaders of industry to learn & share together in a peer-to-peer learning experience, building your support system!
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