Allied with the prestigious SW Graduate School of Banking (SWGSB) at Southern Methodist University (SMU) and the Independent Bankers Association of Texas (IBAT), the Bank Operations Institute (BOI) in Dallas empowers you to achieve your highest potential as a key player at your financial institution. Custom learning in an executive center environment at the internationally renowned Cox School of Business ensures a leadership experience of the first rank.

The BOI program – taught by the industry’s top experts and consultants – is both comprehensive and goal-oriented, for the most efficiency and effectiveness, bar none. All classes are held at the Collins Executive Education Center, a state-of-the-industry conference facility designed by SMU Cox for the Fortune 500. "World Changers Shaped Here" is SMU's universal motto, and you are part of this stimulating, transformational experience – all surrounded by one of the most beautiful campuses in America and home to the internationally acclaimed George W. Bush Presidential Center.

This unique approach to professional development is comprised of two annual six-day sessions: Level One and Level Two. Intensive and thoroughly engaging, each session is designed for the highest faculty-student interaction and team bonding. Tailored to bank operations, administration and compliance functions, the program takes you to the next level in your professional development and challenges you to see the big picture and the critical role you play in your bank's ultimate success. You'll come away inspired and fully prepared to enter the upper echelons of bank management – and rise to the challenges of an industry constantly changing in its complexity, standards and expectations.

BOI's First-Class Learning:  Mission and Mastery

The Bank Operations Institute's dynamic, interactive program is one of the finest in the nation. At BOI you are an active participant in the educational experience from day one. Here there is an ongoing dialogue with instructors as you work through complex issues and approaches. In a series of team projects you also create a unique bond with your colleagues and peers, often learning key concepts that can only be acquired "hands on" from each other. It is a rich and thorough learning environment built for your success! The BOI curriculum has been developed to maximize your return on your educational investment. This fast-paced, exciting program is a well-crafted blend of informative lectures, case studies, team building exercises and bank simulation. BOI's advisory board, comprised of the top bankers, regulators and consultants in the country, are constantly guiding the program to ensure that it meets the challenges of today’s bank banking and regulatory environment – and exceeds your expectations.

BOI has a laser focus on improving your bank's operation efficiency and compliance strategies. Today, more than ever before, your bank's success depends on its ability to strategically control costs and deliver the highest quality products and services, all while remaining compliant with myriad regulatory requirements. This is a challenging task that BOI embraces with unrivaled vigor and imagination, perfectly reflected in the topics you will cover in two successive years:

Level One
  • The Business of Banking
  • Evaluation Bank Performance
  • Risk Management
  • Controlling Fraud
  • Strategic Cost Control
  • Effective Internal Control And Audit Procedures
  • Current Compliance Topics
  • Human Resources Management
  • Marketing And Cross Selling Measurement Tools
  • Payment Trends And Digital Banking
  • Effective Time Management
Level Two
  • Managing For High Performance Banking
  • Managing The Bank Investment Portfolio
  • Strategic Planning
  • Branch Transformation
  • Delivery Systems And Channels
  • Effective Fraud Control
  • Human Resources Strategies
  • Maximizing Bank Performance
  • Budgeting and Planning
  • Bankruptcy and Other Legal Topics

Bank Program Location, Dates, Tuition and Housing

The Bank Operations Institute is conducted each fall at Southern Methodist University's SW Graduate School of Banking in Dallas, Texas. Headquartered at the Collins Executive Education Center, this top graduate school of banking is renowned for its bank officer training, leadership development and financial management and lender programs.

The location is an easy 30-minute ride from Dallas/Fort Worth International Airport or a short 15-minute ride from Love Field Airport.

  • Dates: October 7 - 12, 2018
  • Tuition: $1,975 (payable to IBAT)

Housing & Parking
Banking participants are responsible for arranging and paying for their own housing. A low group rate has been negotiated at the Magnolia Hotel Dallas Park Cities at 6070 North Central Expressway, Dallas, Texas, 75206 (across from SMU). The hotel reservations line is 214-750-6060. The room block is under "Bank Operations Institute." Bank operations participants can also make hotel reservations online.

Breakfast is served daily at the hotel (for only those staying at the Magnolia Hotel Dallas Park Cities). Lunch and refreshment breaks are served on campus. Everyone is on their own for dinner, aside from the planned events. A list of restaurants is available from the hotel's front desk.

The Magnolia Hotel Dallas Park Cities offers complimentary shuttle service to and from campus each day. Parking is available in the SMU Binkley Garage – across from the SW Graduate School of Banking at the Collins Executive Education Center – for a daily fee.

  • Cancellations received before September 24, 2018, will receive a full refund, less the $125 nonrefundable deposit.
  • Cancellations received after September 25, are nonrefundable. Substitutions are accepted.
  • All cancellations must be in writing to:

Bank Operations Institute
c/o IBAT, 1700 Rio Grande, Suite 100
Austin, TX 78701
Attention: Julie Courtney

Who Should Attend?

BOI was built with you in mind. The program is well suited for those looking to enhance and continue to develop and perfect their managerial competencies around the operations of community banking. This includes operations and lending officers, cashiers, and head tellers transitioning into management, branch managers, future chief financial officers, supervisory/management personnel as well as any future C-Suite talent wanting a better grasp of the overall operations of the bank.

Other Banking Programs

By attending SW Graduate School of Banking Foundation programs, banking participants are assured of executive education and training at the corporate level. Unlike its peers, SWGSB Foundation conducts educational programs year round, including: