Community Bank Marketing Seminar

marketing

Community Bank Marketing Seminar

Sep 16 - Sep 18, 2024 | In-Person Seminar

Community bank marketers and retail teams, are you ready to thrive in today's competitive marketplace? Join us for three days filled with essential insights and game-changing strategies designed to elevate your marketing expertise and drive success for your bank!

Learning objectives:

  • Learn to craft metrics that matter, including Return on Investment vs. Return on Outcome, and develop strategies aligned with your CEO's priorities.

  • Is your brand ready to stand out? Explore the fundamentals of branding, from differentiation to customer perception, and learn how to harness the power of AI to enhance your digital footprint.

  • What about your personal brand? Uncover the secrets to personal social strategies, leveraging platforms like LinkedIn to build a compelling online presence.

  • Take a deep dive into website optimization, from building and promoting to analyzing and improving.

  • Plus, explore the essential practices for fostering relationships, retaining customers, and driving business growth.

  • And, more!

Don't miss this opportunity to supercharge your marketing expertise, connect with other bank marketing professionals, and drive success for your bank. Register now for ICBA’s Community Bank Marketing Seminar for 2024.

Date
Information (Central Time unless otherwise noted)
Monday, September 16
Day 1: Foundational Elements

Registration

8:00 a.m. – 8:30 a.m.

Attendee Introductions

8:30 a.m. – 8:45 a.m.

State of the Industry/Challenges/Opportunities

8:45 a.m. – 9:15 a.m.

Feedback from all participants about challenges, pain points, emerging opportunities, and industry changes will provide context for the week.

Personas and Target Markets

9:15 a.m. – 10:45 a.m.

Meeting People Where They Are with What They Want

Needs-based selling has catapulted from broad segmentation to customized experiences, supported by real-time data and leading-edge technology. We’ll help you develop personas that represent profitable and economically sustainable relationships for your bank.

You’ll learn:

  • Criteria for identifying a successful persona.
  • How to find your target personas within your customer base.
  • How to address their pain points, aspirations, and product propensities.
  • The sales process vs the buying journey.

Break

10:45 a.m. – 11:00 a.m.

Marketing Management, Administration, and Budgeting

11:00 a.m. – 12:00 p.m.

Finding the right management structure for your marketing efforts is essential. Learn about the marketing structures frequently used by community banks. Discover how banks manage their marketing activities and how to clarify the most important marketing responsibilities within your organization. Hear about ways to track marketing performance and report results to senior management, including a look at industry information related to marketing budgets and developing return on investment calculations.

Lunch

12:00 p.m. – 12:45 p.m.

ICBA National Campaign & Member Resources

12:45 p.m. – 1:15 p.m.

Marketing and Promotion Planning

1:15 p.m. – 2:45 p.m.

Build a Best-in-Class Marketing Campaign

This packed-with-tools-you’ll-love session will help you elevate your marketing campaigns, enhance the relationship between lines of business, and help achieve more strategically focused bank wide goals.

Specifically, you’ll learn:

  • How to become a Value Center.
  • The unbreakable marketing/strategic plan connection.
  • 4 ultimate outcomes of a successful campaign.
  • How to understand outcomes, goals, and KPIs.
  • How to keep your non-marketer bankers engaged.

Break

2:45 p.m. – 3:00 p.m.

Brand Management

3:00 p.m. – 4:15 p.m.

What’s Your Brand Plan, Stan?

If you’re looking at a list of the top 10 brands in the country, you’ll see some familiar names. What you won’t find is a bank among them. Banks have historically struggled with brand for a simple reason: they’ve all been trying to say the same thing about the same products. Learn how to refine your current brand identity, messaging, and market position to resonate with your audience.

We’ll help you measure your brand on specific criteria, including …

  • Communication and design effectiveness.
  • Brand support.
  • Target market appeal.
  • Actionable, goal-focused calls to action.
  • Overall strategy.

Tuesday, September 17
Day 2: Build, Connect, Execute

AI Opportunities to Support Marketing Management.

8:30 a.m. – 9:30 a.m.

Sharing ideas and best practices related to ways to use AI to improve marketing planning and assist with marketing projects and corporate communications.

Break

9:30 a.m. – 9:45 a.m.

Information Management and Research

9:45 a.m. – 11:15 a.m.

Data is abundant in banking, but finding effective ways to use it can be a significant challenge. Better data leads to better insights. Better insights will lead to better decisions. Learn how to combine your data usage with research from the external audience of customers and the internal audience of employees and you can begin to view the complete landscape and make the proper strategic decisions necessary for the future success of your organization.

Digital Channel Strategies

11:15 a.m. – 12:15 p.m.

Examination of social platforms, digital, and email.

Lunch

12:15 p.m. – 1:15 p.m.

Website Design and Analytics

1:15 p.m. – 2:15 p.m.

Treat Your Website Like a Branch…Because It Is!

Your website sees thousands of visitors (or more) every single day, far more than your physical branches, but do you know why? Learn what data your team should be collecting and analyzing from your website and how it can assist with strategic growth decisions.

Learning Takeaways:

  • Provide a deeper understanding of how to leverage website data.
  • Explore real world case study example(s).
  • How to measure and optimize website date to maximize marketing investments.

Break

2:15 p.m. – 2:30 p.m.

Milford Bank Case Study

2:30 p.m. – 4:00 p.m.

Emphasis on deposit acquisition.

Open Forum / Q&A

4:00 p.m. – 4:30 p.m.

Wednesday, September 18
Day 3: Next Steps & Success Factors

Community Banking Industry Relationship Trends and Statistics

8:30 a.m. – 8:45 a.m.

Statistics from the FDIC, Finastra, and Marquis illustrate banking relationship composition and structure.

Creative Solutions to Support Deposit Growth Activities

8:45 a.m. – 9:45 a.m.

Creating an Evergreen Deposit Plan

The battle for deposits is literally on every bank’s strategic planning document. Together, we will work through retail and business acquisition strategies, promotions, and business development activities.

The focus will be on:

  • Understanding the deposit landscape.
  • How to goal-set by product type, average balance, branch location.
  • Review examples of successful campaign strategies, creative, and results.

Break

9:45 a.m. – 10:00 a.m.

Best Practices for Customer Retention and Relationship Growth

10:00 a.m. – 11:15 a.m.

Explore examples of marketing promotions, campaigns, advertising, and direct marketing used by community banks to build relationships. Learn how banks are developing onboarding programs for new customers, utilizing offers to expand current customer relationships, and positioning product offers to strengthen deposit growth. Examples from community banks will be shared, plus recommendations for best practices. Come prepared to share your bank’s success stories.

Successful Sales & Marketing Execution - Panel/Q&A

11:15 a.m. – 12:00 p.m.

Pricing

ICBA Member Early Bird Price (Ends August 26, 2024): $695

ICBA Members: $795

Non-Members: $895

Non-Banker* : $1,295

Bank Director Program Members: $495

Bank Director Program Non-Members: $595

Printable Registration Form

*Attendance may be subject to ICBA approval.


Attendance/Cancellation Policy:

  • Registration fee is valid only for the individual registered. Each attendee must register.
  • Full payment is required prior to event attendance.
  • If registration is cancelled more than 30 days prior to the event start date, you will receive a full refund.
  • If cancellation is within 30 days prior to the event start date, 20 percent of the registration fee paid will be deducted for costs.
  • A substitute registration will be accepted.
  • No refunds will be issued once the bank has received event materials or after the event start date.
  • All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed by ICBA.

This event is not recorded. For more information, call 800-422-7285.

Embassy Suites Minneapolis Airport

7901 34th Ave S

Bloomington, MN 55425

ICBA's room block expires August 25, 2024. Please book your room in advance to ensure accommodations. If calling to make your reservations dial 1-952-854-1000 and reference the Special Rate Code: CBM and Group Name: ICBA Community Bank Marketing Seminar.

ICBA Booking Link

Hotel Housing Scam Warning: Only make your room reservation using the information provided by ICBA. Do not do business with any company that claims they are with ICBA or working for ICBA as the official housing service. Contact ICBA if you have any questions or concerns.

Who should attend: Chief Marketing Officers, all marketing and operations titles and roles

Prerequisites: Basic understanding of bank marketing

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Live

CPE Credit Hours: 21

Eric Cook
Eric C. Cook

Chief Strategist, WSI

Founder, The LinkedBanker

Kris Mattoon
Kris Mattoon

Vice President, Client Services

Mills Marketing

Derek Baker
Derek Baker

Vice President of Sales & Innovation

Mills Marketing

Crystal Steinbach
Crystal Steinbach

Digital and Marketing Automation Manager

Mills Marketing

Tom Hershberger

Chief Executive Officer

Cross Financial

Kyle Hershberger
Kyle Hershberger

President

Cross Financial

Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

Read Full Policy


Suitcasing Policy

Suitcasing is the act of soliciting business by non-exhibiting companies during the event or in other public spaces, including another company's booth, a convention center, or a hotel lobby. It is ICBA event management’s objective to do everything legally possible to protect its exhibitors and community banker attendees from suitcasing.