Schedule at a Glance

Monday, May 17, 2010

6:00 PM – 9:00 PM        Welcome Reception and Dinner

Tuesday, May 18, 2010

7:30 AM – 8:30 AM        Breakfast

8:30 AM – 10:00 AM      Welcome & Keynote Address

10:00 AM – 10:15 AM    Morning Break

10:15 AM – 11:00 AM    Concurrent Breakout Sessions

11:15 AM – Noon           Concurrent Breakout Sessions

Noon – 1:30 PM             Lunch

1:30 – 3:00 PM              General Session

3:00 PM – 3:15 PM        Afternoon Break

3:15 PM – 4:00 PM        Concurrent Breakout Sessions

6:30 PM – 10:00 PM      Dinner

Wednesday, May 19, 2010

7:30 AM – 8:30 AM        Breakfast

8:30 AM – 9:15 AM        General Session

9:15 AM – 10:00 AM      Best Practices Idea Exchange

10:00 AM – 10:15 AM    Morning Break

10:15 AM – 11:00 AM    Best Practices Idea Exchange

11:15 AM – Noon           Best Practices Idea Exchange

Noon  – 1:30 PM            Lunch

1:30 PM – 2:15 PM        Concurrent Breakout Sessions

2:30 PM – 3:15 PM        Concurrent Breakout Sessions

3:15 PM – 3:30 PM        Afternoon Break

3:30 PM – 4:15 PM        General Session

6:30 PM – 10:00 PM      Dinner

            ~Conference Adjourns~

Monday, May 17, 2010

6:00 PM – 9:00 PM        Welcome Reception and Dinner

Tuesday, May 18, 2010

7:30 AM – 8:30 AM        Breakfast

8:30 AM – 10:00 AM      Welcome & Keynote Address

The Financial Industry: Opportunities in an Emerging Economy

Financial institutions continue to face an abundance of challenges in 2010.  One of the biggest challenges is determining how to maintain non-interest revenue despite recent regulatory changes.  What will the future of checking accounts hold? 

In this session, David Furnace, seasoned veteran of the financial industry, will focus on steps you can take to boost profitability even in today’s economic climate, as well as specific strategies that can be deployed immediately to offset any reduction in income caused by regulatory changes. His message will offer new insights and a fresh outlook on 2010 and beyond.

David Furnace, Consulting Partner, Velocity Solutions

10:00 AM – 10:15 AM    Morning Break

10:15 AM – 11:00 AM    Concurrent Breakout Sessions

11:15 AM – Noon          Concurrent Breakout Sessions

Noon – 1:30 PM            Lunch

1:30 – 3:00 PM              General Session

It's All About Leadership

Not enough leaders realize that, first and foremost, they must paint a very compelling picture of how every employee in an organization positively impacts the company’s strategic plan. Too often, only very senior leaders have seen the strategic plan in order to execute it to provide outstanding service and financial results.

All employees wish to be led by a winning leader, someone who is dynamic, competent, fair, and authentic. In this session, we’ll focus on essential leadership skills so leaders can engage and inspire their employees, who in turn will further engage your customers.

Brian Grubb, The Ritz-Carlton Leadership Center

3:00 PM – 3:15 PM        Afternoon Break

3:15 PM – 4:00 PM        Concurrent Breakout Sessions

6:30 PM – 10:00 PM      Dinner

7:30 AM – 8:30 AM        Breakfast

8:30 AM – 9:15 AM        General Session

Regulatory Briefing

2010 is slated to be another year for change in the financial industry.  In this session, we’ll get an overview of upcoming regulatory and legislative matters, ranging from consumer banking to payment system issues.

Mark Tenhundfeld, SVP, ABA’s Office of Regulatory Policy

9:15 AM – 10:00 AM      Best Practices Idea Exchange

10:00 AM – 10:15 AM    Morning Break

10:15 AM – 11:00 AM    Best Practices Idea Exchange

11:15 AM – Noon          Best Practices Idea Exchange

What are members of your peer group doing to enhance revenue and reduce expenses in 2010?  These sessions provide a forum for financial executives to exchange ideas.  Attendees will be divided into three groups and will rotate to cover three of

today’s hottest topics in the financial industry:

Maximizing Your Checking Account Revenue

David Furnace, Consulting Partner, Velocity Solutions

Addressing Changes to Reg. E Without Impacting Profitability

Bob Giltner, Consulting Partner, Velocity Solutions

Managing Overdraft Services as a Line of Business

Erik Hoghaug, Managing Director, Velocity Solutions

Noon  – 1:30 PM           Lunch

1:30 PM – 2:15 PM        Concurrent Breakout Sessions

2:30 PM – 3:15 PM        Concurrent Breakout Sessions

3:15 PM – 3:30 PM        Afternoon Break

3:30 PM – 4:15 PM        General Session

The Global Economic Smackdown

Masterful Impressionist of Barack Obama, George W. Bush, Bill Clinton, Al Gore, Rush Limbaugh, Arnold Schwarzenegger and many others performs over forty vocal impressions of world leaders and show business personalities in this hilarious international town hall meeting.

Steve Bridges, Impressionist

Closing Remarks

6:30 PM – 10:00 PM      Dinner

Breakout Session Descriptions

Checking Account Strategies for Immediate Payback

If you’re like most financial executives, you may not realize which segment of your account holders drives the bulk of your non-interest income.  Using actual data from financial institutions, this session will explore different ways to grow this profitable segment of your customer base.  We’ll discuss specific strategies that can be implemented immediately  for rapid results and offer actionable items for you to take back to your organization.  

Robert Sterner, Executive Vice President, Velocity Solutions

Providing Excellent Service for Opt-In and Opt-Out

To manage your financial institution’s opt-in/opt-out processes successfully, you will need to focus on two key issues: serving customers and growing revenue.  In this session, we’ll demonstrate tools to help you educate your account holders on the new regulatory changes and assist them with making the opt-in or opt-out decision.  Plus, we’ll show you how to define the revenues at risk at your specific institution and demonstrate how to adjust your programs and activities to recoup those revenues. 

Bob Giltner, Consulting Partner, Velocity Solutions

Erik Hoghaug, Managing Director, Velocity Solutions

The Impact of Reg. E on NSF Best Practices

Recent regulatory changes present an excellent opportunity for savvy financial executives.  When it comes to the management of overdraft services, striking the optimal balance between managing risks, serving your customers, and improving revenue streams is a delicate task.  Tack on concerns about new regulatory requirements and the risk of revenue loss, and some bankers find themselves in a panic.  In this session, we’ll discuss the importance of understanding account holders’ deposit trends and their unique risk exposure when paying into overdraft, and we’ll illustrate steps you can take to profitably serve these consumers in the new environment.

Erik Hoghaug, Managing Director, Velocity Solutions

Redefining Checking Products & Services in the New Environment

More changes have occurred with checking accounts in the last year than in the previous twenty.  All components of the checking account marketing mix, from pricing and product definition to promotion and distribution channels, are in play among financial institutions. 

In this session, we’ll review the changing structure of the checking account marketplace, evolving consumer needs, competitive analysis, and emerging technologies.  We’ll also discuss key strategic choices you can make to maximize checking revenues and relationships in the new environment. 

Bob Giltner, Consulting Partner, Velocity Solutions

Why Referral Strategies Win Profitable Customers

Profitable account acquisition is the financial industry’s newest challenge.  Direct mail is no longer effective.  “Free checking” has lost its luster.  And, the economic crisis has made consumers leery of any offers that seem too good to be true. So, how are some banks and credit unions still opening plenty of accounts while others are struggling? 

This session provides case studies illustrating how to implement a successful account acquisition strategy with a sustainable competitive advantage for your organization.   Come see exactly how top performing financial institutions are getting measurable results from a referral strategy with performance tracking of accounts.

Doreen Rademacher, Director of Product Development, Velocity Solutions

Robert Sterner, Executive Vice President, Velocity Solutions

Using Merchant Income Effectively at your Financial Institution

Many financial institutions are reaping the benefits of additional income earned from merchant partnerships.  In many cases, this revenue can be used to provide rewards and cash discounts to consumers; fund high-interest rate checking accounts; and even a significant cash rebate for your business customers.  In this session, we’ll show you a variety of ways to increase merchant funding and how best to apply this income to meet your needs.

Mike Bender, Chief Executive Officer, Velocity Solutions