| 8:30 a.m. |
Registration/Continental Breakfast/Trade Show
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| 9 a.m. |
Welcome & General Session
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Unleash Unstoppable Momentum™ in Others: Boost Your Team’s Connection, Engagement and Resilience Through Heart-Led Leadership
Kim Becking, Founder, Momentum Motivation
The new world of work is hard, and being a leader in it is even harder. There’s more to do, more to overcome and with constant change and 24/7 technology — it NEVER SLOWS DOWN. But even with the increase in connectivity thanks to technology, your teams are experiencing less collaboration and less connection, which is increasing their overwhelm and making change and challenge even harder to overcome. Now more than ever, you’ll need to lead heart-first so your team feels valued, seen, heard, appreciated and, yes, loved!
Communication is no longer enough in this overwhelming, rapidly changing world of “so muchness.” Your ability to connect deeply is critical to the well-being, morale, engagement and productivity of those you lead. In this engaging, highly tactical session, Kim Becking unveils practical strategies and tools for connecting, engaging and showing up as an empathetic leader so you can boost your team’s resilience, improve collaboration, increase retention and engagement, and ROCK any change together. |
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| 10:15 a.m. |
Refreshment Break
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| 10:30 a.m. |
Breakout Sessions
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Human Resources
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Onboarding Your New Hire: An Experience or An Afterthought?
Vicki Kraai, Chief Engagement Officer, InterAction Training
Onboarding is the new hire’s first impression of your organization. How do you check all of the HR required boxes while providing an experience for your new hire? Learn how to excel at new employee onboarding from a new hire’s perspective and discover resources for implementation strategies.
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Marketing
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Digital Strategies and Social for Commercial Deposits
Ben Pankonin, CEO and Cofounder, Social Assurance
Digital connections can create trust with business owners, but in a world of AI where much of content struggles to be trusted, your bank needs to stand out. In this session, we will look at the ways to create trust with content that builds a human connection and grows your impact and of course improves commercial deposits all helping your sales teams to be more effective. |
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| 11:30 a.m. |
Lunch |
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| 12:15 p.m. |
Breakout Sessions
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Human Resources
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Employee Benefits for 2024 and Beyond: The 5 “Cs” of Employee Benefits for the Future
Joe Hennessey, Senior Vice President, AssuredPartners
The balance of cost, communication, compliance, creativity and culture is where success lies for all employee benefit plans. Don’t hang your hat on only one; give your employees something they want and value. |
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Marketing
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Effective Marketing in a World Drive by Technology and Compliance
Kyle Hershberger, President, CrossFinancial
Nearly every sales, marketing or promotion idea in banking today is influenced by emerging technologies and regulatory compliance. This places specific demands on how advertising, promotions and relationship development activities are deployed by financial institutions. Unifying sales, marketing, technology and compliance requires collaboration. So, what are highly effective banks doing to unify their professional resources? This session examines banking industry examples of how community banks are optimizing their sales and marketing practices by collaborating with project partners in operations, information technology and compliance. The most creative and effective sales and marketing solutions will come from teams that develop an enterprisewide process to develop and execute promotions, campaigns and corporate communications. |
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| 1:15 p.m. |
Refreshment Break
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| 1:30 p.m. |
Breakout Sessions
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Human Resources
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HR Hot Topics
Karen Shannon, Vice President Business Consulting/CHRO, Ollis/Akers/Arney
Organizations and HR professionals must comply with and stay abreast of ever-changing human resources laws and regulations. Organizations must quickly adapt to current issues and the altering landscape around generative AI, compensation, employer/employee relationships, learning and development, the employee experience, workplace flexibility and more. This session addresses HR hot topics, emerging risk and HR trends for the future. |
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Marketing
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The Efficient Marketing Department: Get More Done with the Right Team Structure
Dan Novalis, CEO, 2Novas
Whether you’re a $100 million bank or a $100 billion bank, it’s not always feasible, or advisable, to hire all the skills you need in-house. There are numerous ways to run a marketing department — from fully outsourced to fully in-house, with no technology to heavy automations. Each has pros and cons, which you as a leader will need to balance against your budget and goals. This session examines case studies of how banks of different sizes structure their teams and work with vendors, like tech, data platforms and advertising agencies, and how the approach changes based on your bank’s size and geographic footprint. Discover ideas for how to get more done by playing to your banks’ strengths and budget restraints. |
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| 2:30 p.m. |
Refreshment Break
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| 3 p.m. |
General Session
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Differentiating Your Bank in the Age of AI
Dan Novalis, CEO, 2Novas
It’s been more than a year since the launch of ChatGPT, but the AI era is only just beginning. This session begins with a discussion around what AI can and can’t do and where it’s heading into the future. The focus will then shift to more practical in discussing use cases for AI at your bank and the pitfalls. For both bank marketers and HR professionals, AI carries a big risk in making you sound generic. This is already a problem in the community bank industry, where everyone wants to be “trusted and local.” Examples will show how you can differentiate your bank with AI — from marketing campaigns to job descriptions and more. |
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| 4-5 p.m. |
Reception
Dinner on Your Own
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