2020 Sessions

See some of the engaging and entertaining programming we have lined up for the 2020 LEAD FWD Summit. Bookmark this page to stay in the loop. More announcements are coming!

Day 1 Keynotes

Opening Keynote: Purposeful Leadership in Times of Change

Clint Pulver, President & Founder, The Center for Retention

Today employees are looking for leadership that supports, encourages, and gives them the tools they need to grow, adapt, give back—and create real impact. In this unforgettable presentation, Clint demonstrates the ground-breaking WHY of mentorship over old school management techniques and HOW every employee is just one caring person away from a phenomenal success story.

Clint offers insider leadership secrets for elevating team and individual engagement, cultivating creative and collaborative environments, and inspiring both themselves and those that they lead. He also shares the life-changing story of Mr. Jenson, who, with one small and simple gift, brought purpose, empowerment, and perspective to a young life – and how each of us has the chance to do the same.&

Closing Keynote: Seize the Opportunity: Reimagining a Better, More Inclusive Workplace in the Post COVID-19 World

Heather Younger, Founder & CEO, CustomerFanatix

Do you feel like your entire workforce has post-traumatic stress disorder (PTSD) from the havoc unleashed by the COVID-19 pandemic, economic recession, and the racial justice protest movement? Is your head spinning trying to define what the “new normal” will look like in your organization and for employees?

In this talk, Heather will inspire participants to reimagine the workplace and will provide a high-level roadmap for how to return to work and effectively “put it back together again.” Throughout this conversation, Heather challenges us to pause and consider how this transformative experience can positively impact their banks. Participants will leave the presentation feeling hopeful, more in control, empowered, and ready to help create a better, more diverse and inclusive workplace for all.

Day 2 Keynote

All-Day Keynote: Exactly What to Say Now

Phil M. Jones, Best-selling Author, Motivational Speaker, & Consultant

The business world is currently moving at record pace and dealing with an unprecedented environment. Quite often, the difference between success and failure in business can be pinpointed to the compounded impact of your conversations.

Words matter and understanding how you can use language to control a conversation is certain to provide you an advantage. In a unique approach, Phil will join attendees during three different times on Day Two of LEAD FWD to impart the power that language has in our interactions with others.

Exactly What to Say – Navigate Change 

With the wealth of disruption across the financial industry, it is imperative that banks and individuals quickly adapt to these changes. Navigating change requires you to inspire and empower people to see things differently, act in different ways, and create results.

Creating the positive change, you may be looking for is directly correlated to the quantity of quality conversations that you have with your colleagues. When you change your WORDS, you can change your WORLD.

Exactly What to Say – Win More Business 

Could it be possible that the biggest reason that you are not achieving your potential is because there are multiple moments in which you do not know EXACTLY what to say, when to say it, and how to make it count?

Let’s face it, not having the right words at the right time could be the very reason that potential customers are choosing someone other than you as opposed to seeing the true value you could deliver. The reality of modern business is that many of your competitors are winning business from you. It’s not because they are better than you, it’s because they are telling a better story. Learn the real value of your words and unlock the power of communication!

Exactly What to Say – Lead, Inspire, & Motivate Others 

Being the person in charge is a HUGE responsibility. The second you become responsible for creating success through the efforts and contributions of others, the game is changed. Your individual ability becomes less of an asset and your ability to enable the brilliance in others becomes your new measure for success.

Unleashing the potential in your team or others around you is realized by having high levels of confidence and competence in hundreds of key conversations with the people that you lead. Learn the secret language to have more control over your mission critical moments.



Panel Discussions

Making Peace with a Pandemic

Greyson Tuck, Board Member, Gerrish Smith Tuck
Doc Bodine, Managing Director, Gerrish Smith Tuck

Description: Although COVID-19 presents many challenges to the community banking industry, it also presents many opportunities.

This session takes the glass half full view and will look at the opportunities created for community banks by the pandemic, and will provide advice and practical tips for the next generation community banks that have an interest in making the best of this significant event.

Leading Innovation from the Outside

Charles Potts, Senior Vice President & Chief Innovation Officer, ICBA

The banking landscape changes daily as more and more "challengers" enter the marketplace. In an industry where relationships matter and meeting the demands of the customer in the 21st century brings on new opportunities, hear from a panel of innovators how to re-imagine the community bank landscape and what are some of the innovation initiatives worth tackling.

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