Eye Openers with Continental Breakfast
The Future of Banking – Don’t Get Left Behind!
Sarah Bacehowski, President, Mills Marketing
Are you an innovator? A disruptor? Both? Our industry is changing rapidly, and you have the power to become the bridge between your bank and the connected consumer. Attendees will take away best practices and tips for securing FinTech partnerships, evaluating data to identify trends, and forecasting the wants and needs of the digital consumer. We’ll explore how innovation can make its way into your bank, and position you for tomorrow. Spend the morning getting the real scoop on the future of banking – and how you can (and should!) be a part of it.
Post EMV - What’s Next?
Fred Csaky, Client Relationship Manager, FIS
EMV has been the hot topic in the payments industry for the last several years. Now that banks are in a transactional world post EMV, what should they expect next in the smart payments landscape? Join us in our discussion of the Post EMV journey and where the U.S. has landed after the shift in liability. Highlights will include:
- The latest trends in card issuances
- Emerging issues and new strategies amidst "smart" everything
Optimizing the Profitability of Your Bank!
Neil Falken, CPA, Principal, CliftonLarsonAllen
Let’s explore all of the “moving parts” of your bank’s operation and achieve maximum performance. We will tackle key areas of a community bank including:
- Balance sheet management
- Income strategies that high performers utilize
- Top-producing lending strategies and niche banking
- Technology, processes and efficiency trends
- Outsourcing, co-sourcing or internal strategies
Grounded in practical examples and community bank experiences, this session will offer creative ideas for attendees to bring back to their banks.
Capitalizing on Your Community Bank Advantage
Greyson Tuck, Attorney, Gerrish Smith Tuck
Your community bank’s size, corporate structure, personnel, public perception and other attributes provide a number of distinct competitive advantages over larger financial institutions. Understanding how to capitalize on these community bank advantages is fundamental to community banking leadership. This informative and entertaining session will identify a number of the community bank competitive advantages and will provide insightful and practical advice on how to capitalize on those advantages for the benefit of your bank, stockholders, employees and customers.
Moving to Great
Eric Boles, President of The Game Changers, Inc.
Think of when you were at your best. Maybe you felt confident. Or powerful. Or passionate about life. What if you could be your best more often? What if you could unleash the same power again and again? Eric Boles will inspire and empower attendees to unleash their potential. In a humorous and inspiring style, Eric will offer practical insights into human nature, along with a step-by-step approach to boosting performance in every part of your personal and professional life. Prepare to be moved!
Whiteboarding with Experts
We are taking the Collaboratory to the next level by providing industry experts a whiteboard and an inviting dialogue area. LEAD FWD participants will learn from industry experts on today’s hottest topics but they also stand ready to offer valuable banker feedback from the trenches. Each expert firm will pose 2-3 industry topics or questions on their whiteboards for bankers to consider. Topics may include, but not be limited to, bank profitability, technology, risk management, asset-liability management, lending and credit practices, customer experience, financial branding, and more. Founded on education and enhanced by dynamic conversation, the whiteboard sessions will be a fast-paced exercise for all involved and eligible for CPE credit.
Leadership-in-a-Box Challenge: Creating Your Own Universal Banker Strategy
Sean Keathley, President, Adrenaline
Gina Bleedorn, Chief Experience Officer, Adrenaline
Branch banking isn’t dead—it’s just different! In this world of high-touch, high-tech experiences, keeping up with ever-evolving customer demands of increased user convenience and customization are essential for your survival. How can banks and the new breed of consumers both win?
The Universal Banker is more important now than ever and key to creating value in the physical branch channel for banks and consumers. Understanding the customer journey is critical to the brand experience. Learn what it means to deploy a successful Universal Banker model by modernizing your branch network and enhancing your ability to service customers. In this working session, you will leave with 3 takeaways:
- Identifying the customer journey
- Creating a universal banking experience
- Training staff to bring the transformation to life
‘Twas the Night Before: Preparing for your Compliance and BSA Exams
Nancy Schoolman, Director, BKD
As a community bank leader, you serve a critical role in managing your bank’s compliance examination process – even if you’re not the compliance officer. This session will address proven strategies and best practices for banks to maximize exam management and experience. Attendees will discuss key steps to take LONG before the exam and subsequent approaches for the outset, during, and after the examination. There’s no rest for the weary when it comes to keeping a bank compliant and on course. However, this discussion will focus on being proactive, pragmatic, and positive in an effort to achieve successful exam results.
- How to successfully prepare for your exam.
- How to manage the exam process.
- How to use your exam as a learning opportunity.
Navigating Compliance into the Future: How to Set Yourself and Your Institution Up for Success
Cliston “Doc” Bodine, Director, Gerrish Smith Tuck
The compliance landscape has changed significantly in recent years and continues to evolve rapidly. Although these responsibilities can feel overwhelming, compliance obligations can be managed with an efficient approach. This session will identify a number of strategies and approaches which you and your colleagues can use to ensure your bank meet your compliance obligations while remaining a strong, independent, community focused financial institution.
How to Build an Innovation Strategy at Your Bank
Kevin Tweddle, Group EVP, Innovation & Financial Technology, ICBA Services Network
We live in a rapidly changing world – and marketplace. New innovations are introduced to the industry almost daily, and our customers expect and demand the latest tools to simplify their banking experience. Learn why innovation is critical and how Fintech and emerging technologies are impacting nearly every level within the bank. In addition, find out what banks are doing today and educating themselves about tomorrow, including how to staff/organize your bank for success and how innovation should fit into your strategy.
Cocktail Reception & Whiteboarding with Experts