9:00 a.m. – 9:45 a.m.
WHAT IF TRUMP NEGOTIATED YOUR CORE IT DEAL?
This apolitical, non-partisan and entertaining presentation will make President Trump the lead negotiator against Core & IT suppliers such as Fiserv, FIS and Jack Henry. Hear from his Twitter Account along with many of his political rivals and friends as they join together in helping bankers obtain a fair, balanced and reciprocal trade agreement with these critical vendors. Presented by Aaron Silva, president of Paladin fs.
9:45 a.m. – 10:30 a.m.
YOU CAN KEEP WASTING MONEY…OR DOUBLE THE IMPACT OF YOUR MARKETING SPEND
Too many credit unions and community banks are wasting money every day on advertising, marketing, social media, and even employee training because they don’t know what makes them special. Why should a potential new customer trust you? What makes you so special? For many organizations, this question has no answer…yet.
In this powerful talk, world-class brand strategist Glenn C. Van Deusen reveals how a strong brand compels your target audience to make you their first choice. His message has the power to awaken your bank or credit union’s full brand potential and multiply the impact of your marketing spending. You will learn how to leverage strengths your organization already possesses to create a brand story that rationally and emotionally connects with your audience.
10:45 a.m. – 11:30 a.m.
DRIVING SUCCESS IN A CHALLENGING RETAIL BANKING ENVIRONMENT
A decade of historically low interest rates, vanishing fee income, aggressive competitors, and stubborn legacy costs have diminished the profitability of the retail business line. Demographic changes have created a new generation of consumers and small business owners that question the very relevancy of a bank. Still, for many banks, the retail franchise remains one of the most valuable parts of the institution. However, growth in retail banking today typically lags growth in other business lines. Transformational strategies that respond to changing profit dynamics, consumer preferences, and competitive pressures are now needed to revitalize and grow the business.
In this session, Mary Ellen Georgas-Tellefsen, Managing Director of Washington, DC-based Capital Performance Group will review the current state of retail banking and the challenges that threaten long-term success in this business. We will consider how successful retail banks are now shifting to focus on those segments, products, and markets where growth and profit opportunities exist – and retooling their businesses to compete more effectively.
11:30 a.m. – 12:30 p.m.
HOW TO HIRE BANKERS WHO WILL SELL
Most banks agree that hiring RMs who are successful at building and growing relationships (selling) is difficult and a 7-digit problem for them. Do you need a better approach? This interactive workshop, delivered by Tony Cole, Founder and CLO for Anthony Cole Training Group and Hire Better Salespeople, will provide you with a proven process for searching, interviewing, hiring and on-boarding bankers who will be successful salespeople. You will leave this workshop with hiring tools that you can use immediately to take the guesswork out of hiring RMs who can and will sell and grow relationships successfully at your bank.
What Participants Will Learn:
- The difference between bankers who might sell vs. those who will sell
• How to spot a sales rainmaker within the first 10 minutes of the interview
• A systematic process to ensure that you find, interview and hire your next Superstar
12:30 p.m. – 1:15 p.m.
NETWORKING LUNCHEON WITH EXHIBITORS
1:15 p.m. – 2:00 p.m.
PLANNING FOR ACTION:
COMMUNITY BANK M&A PREPAREDNESS
Whether your current strategy is to be a buyer or seller, it is critical that you are prepared for all scenarios. This discussion focuses on best practices for pre-deal preparation to position your company for a successful outcome. Gain an advantage by being thoroughly prepared to demonstrate to the other party why your deal makes strategic and financial sense.
Kim Snyder is president of KBS Results, a consulting firm that partners with financial institutions to effectively analyze their business to ensure they are being proactive in shaping their future. They assist in the development of essential planning tools, analyze business for earnings enhancement opportunities and develop human resources strategies that result in the proper alignment of employee and shareholder interests. Prior to starting KBS Results in September 2015, Kim served as Executive Vice President and Chief Financial Officer of Valley Financial Corporation / Valley Bank, a $900 million publicly traded bank in Roanoke, Virginia, where she was instrumental in the success of the Bank which led to the acquisition by BNC Bancorp at a 173% premium to tangible book value. Kim served as the Chair of the Virginia Bankers Association CFO Committee from 2012 – 2015.
Kim earned the banking graduate degree and leadership certificate from the ABA Stonier Graduate School of Banking and served as the student advisor to the ABA Stonier Graduate School of Banking Board of Directors in 2014. She graduated magna cum laude from James Madison University, is a licensed Certified Public Accountant in the state of Virginia, and a CGMA Designation Holder.