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Welcome to Transformation University, a 4-part educational webinar series for banking leaders looking to transform their branches and headquarters to differentiate their business and gain more market share.



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4 Webinar Courses

On the second Wednesday of every month (from March to June), a panel of different experts will gather to answer your top questions.


100+ Educational Resources

Every week we publish a blog on trending ideas in the industry; and twice a month we publish content like guide, resources, and more.

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Unlimited Bragging Rights

At the end of each course you will receive a certification of completion. If you attend all four, you receive a Transformation University Diploma. 

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Direct Access to Experts

Got a question or a specific project you want to discuss with one of our experts? Ask your questions live during the course, or schedule a 1:1 strategy session.


Fill out the form for each session you want to attend

ExperienceTransformation 401:
3 Techniques for Creating a Workplace That Drives Productivity

June 8, 2021 at 09:30 AM MST - 10:30 AM MST

In this session we will be covering:

What the modern workforce and workplace looks like, specifically for financial institutions.

How to optimize your headquarters to increase productivity, innovation, and employee satisfaction. 

Different techniques that can be leveraged to achieve different initiatives within a headquarters, from communication to safety to collaboration and beyond.

Who should attend?

C-Suite Execs  |  Operations Leaders  |  Human Resources Leaders |  Learning & Development Leaders


→ Richard R. Paige -Director, Market & Product Development, Vantage West Credit Union

→ Jared Sletten - Visual Communications Expert, The Digital Signage Agency

→ B.A. Eastwood - Director of Architectural Services, DBSI

→ Jessica Kreger - Lead Interior Designer & Assoc. IIDA, LEED Green, DBSI


Register Now


expTransformation 101:
3 Simple Steps for Shifting from Transactional to Advisory

March 10, 2021 at 09:30 AM MST - 10:30 AM MST

You'll walk away from this webinar with:

→ The meaning of Universal Associates, the benefits they bring, and how to adopt the Universal Banking service model.

→ Technologies and design features that spark advisory conversations with clients.

→ Training techniques for delivering an ultimate client experience and elevating your staff performance.

→ Followed by a live Q+A where you have the chance to get your questions answered.

Who should attend?

Operations Leaders  |  Retail Leaders |  IT Leaders  |  Learning & Development Leaders


→ John Dillon - Integration Strategist, CFM

→ Sonny Horton - Director of Tech Alliances & Professional Services, DBSI + CFM

→ Nathan Moore - CTO and Head of Customer Success, DBSI + CFM


Watch Recording


Transformation 201:
4 Strategies for Attracting New Clients & Growing Your Wallet Share

April 14, 2021 at 09:30 AM MST - 10:30 AM MST

You'll walk away from this webinar with:

How to differentiate your institution from the one next door and what it takes to stand out.

→ Quick and easy ways to improve marketing, communication, and advertising efforts.

→ The different options you have for servicing clients and how each impacts your bottom line.

Who should attend?

Marketing & Sales Leaders  |  Operations Leaders  |  Retail Leaders  |  IT Leaders


→ Cody Willis - Sr. Integration & Retail Tech Strategist, CFM

→ Kyra Vidas - Visual Communications Strategist, The Digital Signage Agency

→ Jessica Kreger- Lead Interior Designer & Assoc. IIDA, LEED Green, DBSI


Watch Recording

cos2tTransformation 301:
A Fool-Proof Plan for Optimizing (& Shrinking) Your Branch Network

May 12, 2021 at 09:30 AM MST - 10:30 AM MST

In this session we will be covering:

→ How new client behaviors are changing the industry and how these changes are affecting the branch.

→ A look at today's average branch versus a few years ago, and where branches are headed in the future.

→ Easy ways to identify which branches need to be reevaluated and which need to be leveraged.

→ The most efficient and cost-effective way to optimize your entire branch network in the shortest time possible.

Who should attend?

C-Suite Execs  |  Operations Leaders  |  Retail Leaders  |  Facilities Leaders 


Dan Parsons, VP of Branch Operations, BCU

→ Mike Forsyth - Director of Transformation Strategies, DBSI

→ B.A. Eastwood - Director of Architectural Services, DBSI

Watch Recording