Agenda

Monday, May 17
8:00 a.m.
 Breakfast & Tradeshow
9:15 a.m.  Welcome by Jay Tambornino, MBA IT Consultant
9:30 a.m.
 General Session – Trent Fleming
Key Technology Trends You Should Avoid
Trent will provide crucial insights into where bankers should – and shouldn’t – be spending their time relative to fintech. Don’t get distracted by all the buzzwords!
10:45 a.m.
 Break
11:00 a.m.

Hot Topic Discussions

Here’s your chance to meet and learn from others in the banking industry. For the next 60 minutes you’ll join with peers to discuss hot topics in bank operations. It’s your opportunity to share and learn from others. Topics include:

  • Migrate to Office 365
  • Same Day ACH
  • Document Management
  • Mobile Workforce (work from home)
  • Daily Activity Workflows
  • Phone Systems
12:00 p.m.
 Lunch
1:00 p.m.
 Breakout #1 – Jennifer Miller, UMACHA

Fraud in Business: Learn the newest scams occurring in your region and how to stop it from coming to your bank. We’ll provide case study data and tips for what you and your staff can do to avoid becoming the next victim.

Breakout #2 – Jeff Rendel

The FI 50: New and Next Ideas to Grow Your Top Line, Bottom Line, and Customer Value Line: 50 financial institutions; 50 states; 50 ideas. How do 50 unique financial institutions expand revenue, scale productivity, and boost profits? These new and next ideas can help your financial institution increase income, streamline delivery, and maximize your customers’ experience and loyalty. The top line is the new bottom line, but only when operations are efficient and service is at its finest. These next practices from financial institutions nationwide provide actionable ideas that you can implement right away, allowing your financial institution to meet the needs of your customers.
2:00 p.m.
 Break & Tradeshow
3:00 p.m.
 Breakout #1 – Trent Fleming

DIY Operations Analysis: 10 things you can do now to get better (a look at key areas that offer immediate opportunities for improvement, with little or no expenditures)

Breakout #2 – Steve Sanders, Computer Services, Inc. (CSI)

The Bankers Guide to the Cybersecurity Dilemma. Bankers everywhere are facing a growing dilemma: how to address the continual threats of a rapidly evolving cybersecurity landscape. It’s a challenge that’s demanding time, attention and scarce resources. And while the answer may not be easy, the most effective first step to solving the dilemma is to become “cyber aware.” In this session, you'll discover what prepared banks know about today’s cyber risks and what they are doing to mitigate against them. And to be sure you have tools you can use, attendees will leave with a list of simple steps anyone can implement to improve their security posture.

Key Learning Objectives:
  • Uncovering today’s top cyber risks and what prepared banks already know
  • Identifying five simple steps every bank should be utilizing
  • Pinpointing one key difference in banks that are successfully cyber aware
4:15 p.m. Social Hour & Tradeshow
5:30 p.m. Dinner on your own
Tuesday, May 18
7:00 – 8:00 a.m.
 Breakfast
8:00 a.m.
 MBA  Update
8:30 a.m.
 General Session – Jeff Rendel

Leading at the Speed of Customers
A clear-cut connection exists between experiences, expectations, and engagement with your financial institution. Understanding every point of a customer’s relationship helps you benchmark, measure, and improve the experience. Designing an experience strategy involves recognizing expectations, addressing all stages of an experience, and delivering an effortless result. By focusing on the customer’s wide-ranging journey, your financial institution can stand out and dependably deliver exceptional experiential, financial, and engagement-worthy value.  
10:00 a.m.
 Break
10:15 a.m. General Session – Jen McDonough

Building Resilient Relationships to Move the Mission Forward
How much better would our families, communities, and organizations be if we helped individuals build some resiliency within their relationships? In this engaging session, we will learn ways to overcome communication obstacles and leverage our strengths by developing a Mission First, People Always Mindset. By the end of this session, you’ll pick up ideas on how meet people where they are at in order to decrease staff turnover, promote employee engagement, and build stronger relationships (both in your personal and professional lives). You won’t want to miss this fun, high-impact presentation!
12:15 p.m. Box lunches to go