Tailor Your Training

It’s no secret that compliance training often isn’t all that interesting or exciting. That doesn’t mean, however, that all hope is lost. There are some strategies you can use to become a more effective trainer for your financial institution. One of those is to tailor your training to the audience. Everyone is busy, and respecting your team members and their time is important. Train them on what they need to know to effectively carry out their duties, not on things they don’t need to know. For example, all employees need BSA training but, not all of your employees need to know how to fill out a Currency Transaction Report. Training people on what they need to know will increase your credibility.

David explains more in the video.


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Video Highlights:

  • Training should be tailored to the audience in order to maintain relevance and gain credibility.
  • Cross-training can be a waste of time for certain members of the team and they may become bored or disinterested.

Published
2023/10/17

 

David Dickinson

David’s banking career began as a field examiner for the FDIC in 1990. He later became a Compliance Officer and Loan Officer for a small bank. In 1993, he established Banker’s Compliance Consulting. Along with his amazingly talented Team, he has written numerous compliance articles for prestigious banking publications and has developed compliance seminars that Banker’s Compliance Consulting produces.

He is an expert in compliance regulations. He is also a motivational speaker and innovative educator. His quick wit and sense of humor transforms the usually tiring topic of compliance into an enjoyable educational experience. David is on the faculty of the American Bankers Association National Compliance Schools and has served on the faculty of the Center for Financial Training for many years. He also is a frequent speaker at the ABA’s Regulatory Compliance Conference. He is also a trainer for hundreds of webinars, is a Certified Regulatory Compliance Manager (CRCM) and has been a BankersOnline Guru for many years. The American Bankers Association honored David with their Distinguished Service Award in 2016.

David and his wife Karen have three adult children, four grandchildren (none of whom live at home!) and two cats (of which Dave is allergic … the cats, not the children!). They recently moved to an acreage outside of Lincoln, Nebraska where he gets to play with his tractor. When possible David can be found fishing, making sawdust in his shop, or playing the guitar and piano. He also enjoys leading worship at his church.

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