SENIOR MANAGEMENT
Building a Profitable
Retail Banking Strategy II
DATE & LOCATION
November 14, 2017
Minnesota Bankers Association
8050 Washington Avenue South
Eden Prairie, MN 55344
952-835-3900
WHO SHOULD PARTICIPATE
CEOs, presidents, senior managers, retail managers, product managers and marketing managers.
SESSION DESCRIPTION AND TOPICS
This presentation builds upon the retail strategies and concepts of the original presentation that has helped
banks across the Midwest rethink their retail banking strategy.
During this session, an examination of a new breed of fee-based checking accounts with attractive value-
added services and the packaging strategies of top-performing institutions will be reviewed. We will review
an actual community bank that moved to a sales-based checking strategy with outstanding success and
discuss the top ten profitable retail strategies that can be applied to your bank.
You will leave the presentation with strategies and ideas that are sure to help your bank make the move to
higher retail profitability.
During this 1-day interactive seminar, the following topics will be covered in detail:
Defining bank retail profitability
Review of checking account philosophies
Review of regulation and its impact on profitability
Checking strategy and its relationship to loan growth
Free checking ­ is it here to stay?
Are higher checking fees the answer?
Top-ten profitable retail banking strategies?
Retail products to fund loan growth
Implementing a new retail strategy
Retail merchandising with a payback
PRESENTER
Jay Coakley, manager of Coakley Strategic Solutions LLC, is a 32-year veteran of the financial services
industry. Before starting Coakley Strategic Solutions, Jay served as Senior Vice President of Marketing for
Central Bancompany, where he managed customer acquisition and retail profitability strategies for the
corporation. Jay also works with future bank leaders as an instructor with the Graduate School of Banking at
the University of Wisconsin. Jay was also honored for his work in the area of new demand deposit product
development with Harvard Business School case study.

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