7:30 am – 8:20 am
Waking Up to Your Leadership Duties When it Comes to Compliance
“Wakeup call” for today’s banking leaders – regulatory compliance is not going away! Almost every bank executive identifies compliance as one of the top inhibitors to growth, and yet this is the one area of banking that is still managed by tackling and blocking and hoping for the best. That is not good enough anymore. Discover what you can do to take action today. Learn how to quantify what compliance is really costing your business, identify easy cost-cutting opportunities and deploy specific tactics that can have bottom line impact.
Speakers: Andy Greenawalt, Co-founder and CEO and Jim Kisch, Co-founder and Chief Strategy Officer, Continuity Control
Will Consumers Find Your Bank or Your Competitors When Searching Online?
Today, the vast majority of consumers research their purchase options online. However, many community banks do not have adequate visibility to attract these shoppers during the buying process. After all, consumers can’t buy what they can’t find! In this session you’ll learn about measuring your online visibility and improving your visibility.
Speaker: Jim Pannos, President, Pannos-Winzeler Marketing
7:30 am – 8:30 am
8:30 am – 11:00 am
Terry Jorde Senior Executive Vice President and Chief of Staff, ICBA
Terry will serve as emcee for Tuesday’s General Session.
Jim Blasingame President, Small Business Network, Inc.
The Age of the Customer
Your customers—consumers and businesses—have new expectations that are being driven by the forces of The Age of the Customer. Jim will reveal how community banks can transition to the new Age by focusing more on meeting these new expectations and less on being competitive. And all attendees will receive an autographed copy of Jim’s new book, The Age of the Customer— Prepare for the Moment of Relevance.
Kevin Blair, President & CEO, NewGround
Community Banking: Time for Disruptive Transformation Experts agree that community banking will undergo more change in the upcoming decade than the industry has experienced in the last century. Market consolidation, technology integration, virtualization of the consumer experience and uncertainty on the role of the future of community banking will likely stretch any banker’s competencies beyond their comfort zones. Today’s emerging leaders are revolutionizing their banks with a disruptive approach that aligns brand, place and culture. Hear how to implement meaningful change, lead with confidence and drive disruptive transformation. Learn about visionary thinking, how to lead and drive change and the best practices of industry leaders who are delivering transformational change.
Brad Federman, Chief Operating Officer, F&H Solutions Group
Making Sense of Success: Go Beyond IQ and Get to Know Your EQ Discover what Emotional Intelligence is (and what it is not), and why it’s a shaping factor in gauging success and knowing how to differentiate yourself in your career. We’ll explore the five factors that determine your Emotional Intelligence Quotient. And you’ll learn to analyze how your feelings, emotions and reactions affect your personal relationships. Plus, you will collect pragmatic tips to “up” your EQ.
11:00 am – 12:15 pm
Community Banking Hot Topics
Our discussion will largely focus on the current community banking environment, regulatory and compliance issues and the future of community banking. We’ll discuss anything related to the current state of your bank.
Moderator: Greyson Tuck, Director, Gerrish McCreary Smith, PC
Community Banking Today and Into the Future
How do you deal with operational and strategic issues in your bank? We’ll discuss topics ranging from core banking activities to regulatory issues to longterm planning. Additional topics may include lending issues, staffing issues, corporate structure, mergers and acquisitions opportunities, growth initiatives, attracting and retaining key employees and succession planning.
Moderator: Doc Bodine, Managing Director, Gerrish McCreary Smith, PC
The Disappearing Branch
Recently, the debate around the relevance of the branch and shifting consumer preferences to the virtual channels has reached emotional levels with no clear one-size-fits-all strategy evolving. A surge in micro-branches and the trend toward smaller automated retail outlets further complicates the debate. This group will explore the future role of the branch and how to right size what is wrong sized.
Moderator: Kevin Blair, President/CEO, NewGround
Building Better Banking Relationships with Small Businesses in The Age of the Customer
Jim will reveal and moderate discussion on the seven areas community bankers should understand to speak small business as a second language. This will assist you in helping customers be more successful, improving cash flow and profitability, and manifesting in increased deposits, more business loans and services delivered.
Moderator: Jim Blasingame, President, Small Business Network, Inc.
Regulatory Climate vs. Engagement
We’ll explore how we create a culture and work environment that excites employees and creates the desire to thrive in banking amid our current regulatory requirements.
Moderator: Brad Federman, Chief Operating Officer, F&H Solutions Group
12:15 pm – 1:30 pm
LUNCH Grand Ballroom C
Sponsored by ICBA Bancard & TCM Bank and Visa
1:45 pm – 3:00 pm
The Tests of Leadership: Innovative Ways to Evaluate Yourself as a Leader
Effective leadership skills can help us in almost every aspect of life…in both personal and business relationships and in achieving goals. Can you pass the tests of leadership? You will be challenged to think outside of the box and measure yourself as a leader from the perspective of the follower. Understand the eight common leadership pitfalls every leader should watch out for, learn the key areas that will determine your effectiveness as a leader and develop an action plan for ensuring ongoing leadership success.
Speaker: Regina Barr, Founder & CEO, Red Ladder
Staying Ahead of Disintermediation: Transforming and Leading Your Payments Strategy
The payments industry is undergoing unprecedented change. A new payments paradigm is emerging as traditional revenue streams dry up, new players appear and disrupt the landscape, and consumers gain more latitude in defining their commerce experiences. Consumers are gaining power through digital technology, enabling them to choose where, when and how they shop. A customer’s journey is no longer a predictable path through a single channel of distribution. Learn how to stay top of wallet through innovation while exploring the key factors in developing an emerging payment strategy.
Speaker: Bob Legters, SVP Payment Products, FIS North American Card Solutions
3:15 pm – 4:30 pm
What Makes a True Leader Successful?
Leadership success is more than a “skills” issue. It requires a mindset and goes beyond just managing people. What is the difference between struggling leaders, good leaders and great leaders? Many leaders struggle in their first two years. Learn about the transition to leadership, what it is all about and why it’s so important, and then how to develop your own leadership transition plan.
Speaker: Brad Federman, COO, F & H Solutions Group
Maximizing your Community Bank’s Social Media Marketing Strategy
While community banks have come a long way technologically, for many, social media still represents the next frontier. Learn how to take advantage of a social presence, change negative social sentiment into a positive customer experience and maximize the value of Facebook, Google+, LinkedIn and other social channels to increase engagement and drive brand advocacy.
Speaker: Beau Ballin, Vice President of Marketing & Client Strategy, MotivAction
4:30 pm – 5:20 pm
SOCIAL MEDIA PANEL
Community Bank Social Media Best Practices Learn from the best during an information-filled panel discussion on what community banks are doing in social media. Featuring community banks in ICBA’s Top 50 Community Banks in Social Media list, you will learn best practices, case studies, as well as participate in a lively discussion on what’s next for community banks in social media.
Jill Castilla, President and CEO, Citizens Bank of Edmond,
Jaime Faulkner, Communications Coordinator, Mutual Bank,
Jeanine Larson, Web Content Coordinator Marketing and Communications, Bell State Bank and Trust
Matthew Altruda, Social Media and Event Coordinator, Bank of Ann Arbor