Revenue & Growth Track
Specialty workshops dedicated to community banks with a specific focus on revenue generation and franchise expansion.
Balance Sheet Strategies for 2017: Unleashing the Power of Analytics*
The market turmoil we all faced in 2016 certainly highlighted the need for fundamental balance sheet management. While many market participants sat on the sidelines and missed attractive opportunities, others stuck to the fundamentals and found ways to improve performance-even in an extremely challenging environment. Learn current best practices and how to drive performance using the entire balance sheet.
Presenter: Rick Redmond, Director of Balance Sheet Strategies, Vining Sparks
Building an Innovation Team to Grow Your Financial Institution*
Maintaining an entrepreneurial culture within your bank to drive innovative products and solutions to your customers is important for continued growth. Leader Bank has grown its deposit base at annual rate of 29% over the last 5 years through the introduction of several innovative programs that they have developed in-house, including Zeugma Rewards – a loyalty checking and savings account, and ZRent – an online rent collection tool for landlords. Now being licensed to other community banks, discover how ZRent can help attract property owners, grow business deposits and deepen relationships with existing commercial clients. Learn about the “innovation cycle” Leader Bank developed and how to successfully put together a product development team within your own financial institution.
Presenter: Jay Tuli, Found of ZRent, SVP/Retail Banking & Residential Lending, Leader Bank
Faster Payments- A Key to Future Revenue*
Payments are moving faster than ever and are an important part of a bank’s overall revenue. Learn more about the options that will work best for your bank. View presentation
Presenters: Tina Giorgio, President, ICBA Bancard & FIS Staff (TBD)
How to Leverage Fintech Companies to Grow Your Own Bank*
Much of the discussion surrounding FinTech companies focuses on their competing interests and challenges they pose to community banking. Is this perception or reality? Learn the truth about how many FinTech companies in the marketplace today can play a vital role in growing your bank, relating to millennials and expediting the decision making process within your bank. View presentation
Presenter: Josh Juergensen, CPA, Principal, CliftonLarsonAllen
Low Hanging Fruit: Ten Ideas for Increasing Shareholder Value and Eliminating Adverse Consequences*
Examine ten ideas banks should employ to enhance profitability and mitigate risk. Discuss lessons learned stemming from real conversations with over 20 clients with billions of dollars in assets. By pinpointing and understanding the presenter’s “oops” moments, you can uncover opportunities and avoid common missteps.
Presenter: Peter Weinstock, Partner, Hunton & Williams, LLP
Must-Have Strategies for Serving Small Business Customers*
Small businesses are the cornerstone of your community. But does your community bank have the right products to meet their needs? Find out about the top products that can help you set your small business customers up for success. View presentation
Proven Strategies to Increase Profitable Fee Income*
A key component to maximize your bank’s performance is by implementing strategies to profitably grow various sources of fee income: interchange income; trust, investment services, insurance and mortgage. Learn more about the tested and proven strategies that will work for your bank. View presentation
Presenter: Mark Stenson, President, Stenson Management Consulting
Surviving Disruption: Three Indispensable Skills for Achieving Sustainable Growth*
While the idea of disruption has taken the industry by storm, the evolution of banking and consumers is a fact of life. Disruption occurs in the form of competition, technology, consumer preferences, regulations and more. Instead of merely surviving various disruptions the financial industry faces, you can learn to thrive by evaluating and re-examining your business models in relation to customer expectations and needs. Through the eyes of the consumer, you will gain valuable insight into more customer-centric operations, staffing structures, automation, product design and pricing in an ever-changing environment. View presentation
Presenter: Joe Sullivan, CEO, Market Insights
(*) These workshops/sessions are eligible for one continuing professional education credit. To qualify, you must attend the entire session. Name badges will be scanned at the end of each session.