Agenda


Monday, May 17
8:00 a.m.
Breakfast & Networking
9:00 a.m.  Welcome by Jay Tambornino, MBA IT Consultant
Solution Showcases
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 30 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
11:30 a.m.  Solution Showcases
12:00 p.m.
Lunch
1:00pm  Solution Showcases
2:00 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.
3:00 p.m.
Break
3:15 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  Charlie Kelly, Remedy Consulting

Does your Digital Strategy need a Tune-Up?. Your bank has multiple online and mobile products that you provide your customers, but did you ever wonder how your customer usage compares to other community banks? Is a bank customer that actively uses your eCommerce and mobile products more valuable to the bank than a customer that is not an active user? What are the up-and-coming digital technologies, and which are coming from outside the banking industry that might disrupt your relationship with your customer? Join Charlie Kelly, as he discusses digital usage and asks some thought-provoking questions that every director should be reviewing with their operational teams to determine if their bank digital strategy is on track.

Key Learning Objectives:

  • You'll be provided key strategies that they can use to benchmark their bank's digital performance against.
  • Learn upcoming technology and threats from outside the financial services industry.
  • Discuss the added value of a digital customer vs. the cost of the technology from your core vendor to determine what your ROI is for your digital usage.
  • Examine under-utilized technologies that can improve sales.
4:15 p.m. Social Hour & Networking
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