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Control Your Workday: A Focus & Execution Workshop for Busy Banking Professionals

Practical strategies to manage priorities, meetings, and focus—without longer hours!

Upcoming
Beginner Friendly
DATE

Tuesday, April 21, 2026
11:00 am - 12:30 pm

INSTRUCTOR

Heather Legge

FORMAT

Workshop

$450.00 or 4 Tokens

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Computer Skills
  • Management/Employee Development
  • Bank Legal Counsel
  • Bank Secrecy Act Officer/BSA Specialist
  • Board Member
  • Branch Manager
  • Commercial Lender
  • Community Reinvestment Act Officer
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Credit Analyst
  • Deposit Operations Manager/Specialist
  • Facilities Manager
  • Human Resources Officer
  • Internal Auditor
  • IT Professional
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Marketing Officer/Business Development
  • Mortgage Lender
  • New Accounts Representative
  • Privacy Officer/Information Security Professional
  • Private Banker
  • Risk Manager
  • Security Officer
  • Senior Management
  • Small Business Lender
  • Training Manager
  • Trainer
  • Trust Officer
  • Workout Specialist/Collector

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Today’s bank and credit union professionals face constant demands—meetings, emails, compliance requirements, and unexpected interruptions—often leaving little time for focused, high-value work. Control Your Workday is a practical, skill-based interactive workshop designed to help professionals regain control of their priorities, calendars, and daily workload—without working longer hours or sacrificing accuracy, service, or wellbeing.

What You'll Learn

  • Decide what truly deserves your time 
     -- Separate high-value work from tasks that can be delayed, simplified, or avoided—so your effort goes where it matters most.
  • Reduce daily overload and distractions 
     -- Identify the biggest drains on your time and focus—and learning practical ways to minimize interruptions.
  • Take control of your calendar 
     -- Practice realistic strategies that protect time for important work while still allowing flexibility and responsiveness.
  • Manage email and meetings more effectively
     -- Harness simple techniques that reduce back-and-forth, clarify expectations, and improve follow-through.
  • Focus more easily and finish work with confidence
     -- Use proven methods to overcome procrastination, stay on task, and define clear finish lines.
  • Leave with a personal action plan 
     -- Apply it immediately to create calmer, more productive workdays—starting this week.

Who Should Attend

This workshop is designed for banking and credit union professionals at all levels who are responsible for managing priorities, calendars, communication, and results in a fast-paced, interruption-heavy environment.
Heather Legge

Instructor Bio

Heather Legge is a training specialist and certified executive coach, founder of Envision Success Inc, and author of Lead With Moxie. She is a senior training consultant for InterAction Training and is known for her presentation and delivery expertise.

Previously, she earned her Master's in business administration and spent over 15 years in multiple industries transforming organizational performance through business analysis, project management, training and employee development.

She is passionate about making a positive impact in her local community and far beyond. She is always engaged in several networking, professional, and philanthropic groups.

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