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Stay tuned for our 2009 agenda and session descriptions.
Our 2008 event offered an agenda rich in content and full of
networking opportunities.
Monday, May 5, 2008
Golf Outing sponsored by NCBS, an optional event for those
arriving early
6:30 – 10:00 Welcome Reception and Dinner on the rooftop of The
Peabody
Tuesday, May 6, 2008
8:00AM – 9:00AM Breakfast
9:00AM – 10:15AM Welcome & Keynote Address
10:15AM – 10:30AM Morning Break
10:30AM – Noon General Session & Keynote Addresses
Noon – 1:15PM Lunch
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1:15PM – 2:45PM Breakout Sessions 1:15PM –
4:15PM One on One Sessions:
2:45PM – 3:00PM Afternoon Break
Reserve your timeslot for these private sessions
3:00PM – 4:15PM Breakout Sessions
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6:30PM – 10:00PM A trip to Graceland: Tour Elvis
Presley’s estate; have dinner; and enjoy high-energy rockabilly
with The Dempseys.
Wednesday, May 7, 2008
8:00AM – 9:00AM Breakfast
9:00AM – 10:00AM General Session
10:00AM – 10:15AM Morning Break
10:15AM – 11:45AM General Session & Panel Discussion
11:45AM – 1:15PM Lunch
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1:15PM – 2:45PM Breakout Sessions 1:15PM –
4:15PM One on One Sessions:
2:45PM – 3:00PM Afternoon Break
Reserve your timeslot for these private sessions
3:00PM – 4:15PM Breakout Sessions
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6:30PM – 10:00PM An evening on Beale Street: Dinner at
the legendary B.B. King’s Blues Club and his exclusive Itta Bena
Restaurant. Enjoy dance and blues music with Grammy Nominee
Preston Shannon.
Session Descriptions
Loyalty Trends in the Financial Services Sector
Allison Cripps, Senior Consultant, COLLOQUY
COLLOQUY is the leader in proprietary research on defining the
size, growth and success of loyalty marketing in the financial
services industry. Its White Paper, “Choosing the Right Tools
for Your Relationship Banking Strategy,” defined that we are
living in the Golden Age of financial services rewards programs,
with 239 million rewards members in financial services, second
only to airlines. Be among the first to see COLLOQUY's most
recent research and its implications for existing and emerging
rewards strategies.
Key Trends in Debit Activity, Rewards and Loyalty
Chris Allen, Director, Dove Consulting
Dove Consulting has been the industry leader in tracking the
growth of debit card activity and rewards. Come hear from the
experts the latest trends in card usage, competition,
merchant-funded rewards and the uncoupling of the debit card
from specific bank accounts.
Client Performance and Metrics in the Business Case for Rewards
Strategies
David Furnace, Consulting Partner, Furnace, Giltner &
Associates
Against the backdrop of overall industry trends, we provide the
latest peer performance metrics from specific clients. You'll
get industry and peer performance strategies, statistics and
financial payoffs to maximize your results for debit card,
account openings, cross sales and retention not available from
any other source!
Winning at the Front Line with Fun!
Dave Martin, EVP, Chief Training Consultant, NCBS
There are few traits as beneficial to a sales and service
culture as humor in the workplace. Dave Martin, noted author,
speaker and trainer in Retail Banking, illustrates with his own
great sense of humor how many organizations stifle energy,
morale and customer engagement.
Rewards Q&A with a Panel of Peers
Moderated by: Bob Giltner, President, Furnace, Giltner &
Associates
Panelists: Ann Durr, President, Valley
Savings Bank
Barry Planch, Senior Vice President, Trustmark Bank
Donna O’Keefe, Vice President, Trustmark Bank
Dianna Reinhart, VP Retail Sales and Marketing, Busey Bank
Michael Sadofsky, SVP, Marketing, Republic Bank
Sandy Richardson, VP, Republic Bank
Beverly Carter, First Vice President, Retail Banking,
Flagstar Bank
Bob Colalella, SVP, Marketing, ESB Bank
We've organized several executives who have implemented
successful rewards programs to serve on a panel for your
questions. They'll share with you stories of their efforts to
generate results using rewards. Networking with other financial
executives is always the main benefit of conferences, and this
general session offers a formal setting to supplement the
informative discussions you will have throughout the symposium.
Invitation Checking: How Referrals Drive Acquisition of
Customers
Doreen Rademacher, Director of Product Development, Furnace,
Giltner & Associates
In a market where every competitor is trying to acquire new
customers and core deposits, research clearly shows that the
best driver of a sustainable competitive advantage for your
organization is referrals from existing customers. This session
offers fresh ideas about the best way to generate these
referrals and the best practices to maximize results.
Banking 2.0: Why You Must Compete Now to Acquire Accounts
Online and How To Do It
Bob Giltner, Consulting Partner, Furnace, Giltner and Associates
By 2015, seven years from now, over half of all checking
accounts will be opened online. Further, the very marketing of
checking accounts will change as tools on the Internet will
increasingly displace traditional advertising. See what many
banks are already doing with online opening, interactive
websites, tie-ins with My Space and other emerging marketing
strategies.
Merchant Funded Rewards: How Proper Segmentation Makes Magic
Mike Bender, CEO, My Rewards
Mike Triggiano, CIO, My Rewards
Merchant funding is one of the hottest topics in debit rewards
and can provide higher revenue on a transaction to your bank
than interchange. Not all merchant funding programs are
organized to maximize your results and service to your
customers. You’ll learn the best methods to drive merchant
success, financial institution success and customer delight with
this growing reward strategy.
The Decoupled Debit Card
Paul Tomasofsky, President, Two Sparrows Consulting, LLC
The debit card continues to be a checking account access device
that consumers use from their primary financial institution.
Now, a new product, the “decoupled credit card,” threatens to
tear apart that debit card relationship much like credit cards
did years ago. In this session, you’ll learn how the decoupled
debit card works, how it is being marketed, how rewards play a
key part, and what the threats and opportunities are for
regional, midsize and smaller financial institutions.
Fee Income and Expense Management in the New Retail Banking
Environment
Hank Thompson, BSG Financial
Nothing is more the lifeblood of retail banking than growth in
fee income, but it is becoming harder to come by. In this
session, Hank Thompson shows that one quick source, not used by
many in the industry, is collection of Returned Deposited Items
for your business accounts. Then, and equally as valuable, Hank
shows how you can better manage your key branch costs with sale
and lease back opportunities. At a time when branch growth in
the industry has created over four times as many bank branches
as Starbuck's locations, learn how to be prepared for the
upcoming branch cost shake out.
The Growing Success of Second Chance Checking
Tim Bode, President, Stratis Technologies
In the fight for checking accounts, many financial institutions
are taking a more segmented approach. One key segment is
second-chance checking. Tim Bode will give you specific results
and metrics of this key segment strategy in today's marketplace,
and best practices from the top performing players in execution.
Managing Your Debit Processor Relationship
Jerry Straessle, President, JLS Associates
If you could look at contracts from processors with all of their
clients, you might not be surprised that some financial
institutions have a much better deal than others. Jerry
Straessle has seen and negotiated contracts to know all of the
opportunities. Come here how to maximize your relationship with
your processors.
Your Rewards Pro Forma
Jeff Petro, President, My Rewards
Russ Robinson, Senior Managing Director, Furnace, Giltner &
Associates
Bob Sterner, Executive Vice President, My Rewards
Charles Baker, Managing Director, Furnace, Giltner & Associates
Sign up for a one-to-one session in which you will have a pro
forma tailored specifically to your strategies and financial
characteristics. You will leave with the business case and a
three-year pro forma, based on peer performance, ready to take
back to your management team.
Rewards Compliance and Technology
Christopher Leonard, COO & General Counsel, Image Products, Inc.
Let us discuss with you the best strategies to address all of
your compliance, regulatory, and tax issues with rewards. We’ve
developed a unique approach in the industry to address these
issues. Sign up for a one-on-one session where we can discuss
the detail of how the right solutions and technology can address
your specific needs. |