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AGENDA 2015

SUPPORTING SPONSOR

EVENT SPONSORS

PRIOR ATTENDEES INCLUDE:

Advanced Business Banking Solutions
American Eagle Federal Credit Union
Avidia Bank
Avon Co-operative Bank
Bank of New England
Bank Street Investment Advisors
Bankers' Bank Northeast
BankNewport
Barre Savings Bank
Belmont Savings Bank
Bridgewater Savings Bank
Charles River Bank
Chatham Financial
Comcast Spotlight
Connecticut River Bank
East Cambridge Savings Bank
Eastern Savings Bank
Easthampton Savings Bank
EPG Incorporated
Farmington Bank
Federal Home Loan Bank of Boston
Greenfield Savings Bank
Guilford Savings Bank
Hampden Bank
Harvard University Employees Credit Union
HCC Marketing
IC Federal Credit Union
IDentity Theft 911
InSegment
Loomis
Mascoma Savings Bank
McGladrey LLP
Melrose Co-operative Bank
Metro Credit Union
Metrowest Community Federal Credit Union
National Iron Bank
Navigant Credit Union
Needham Bank
Newtown Savings Bank
North Shore Bank
Northeastern Banking Services Group
Northway Bank
Nuvo Bank
Ostrowski & Co.
Pannos-Winzeler Marketing
People's Credit Union
Randolph Savngs Bank
Reading Co-operative Bank
Rockville Bank
Sanford Institution For Savings
Savings Bank of Danbury
Simsbury Bank
Solidus
South Shore Bank
Start Community Bank
The Provident Bank
Thomaston Savings Bank
Union Savings Bank
Westfield Bank
Winchester Savings Bank
Windover Construction Co.
Wolf & Co.

PRODUCED BY

The Strategic Margins Conference is designed to help community banks and credit unions adapt and obtain a growth mindset, exploring new ways to gain revenue  regardless of the environment surrounding the banking industry today. Join us for this action-packed and thought-provoking program that will help your institution grow.

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For community bankers, profitability and future success are inextricably woven into the success of delivering financial services to an increasingly tech-reliant customer base. But finding ways to innovate while meeting regulatory and financial burdens can be challenging. That’s why the Strategic Margins conference  takes an in-depth look at ways to push the boundaries of innovation to meet the highest goals. We’ll look at the most important factors and changes facing community financial institutions, and how you can efficiently, smartly and profitably meet those challenges. Our sessions are led by the best in the business.

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8:00-9:00 a.m.
REGISTRATION & NETWORKING
Breakfast With Colleagues

9:00-9:15 a.m.
WELCOME & OPENING REMARKS

9:15-10:00 a.m.
THE SECRET SAUCE TO BUILDING SMALL BUSINESS LENDING
wendelSmall Business can be a sustainable growth engine for community banks, allowing the sale of multiple personal and business products and services, locking in the customer for the long term. However, many banks are frustrated by their lack of success and mediocre returns from this segment, resulting in an inconsistent and ineffective approach to the small business segment.  Successful cross selling is the closest thing in banking to a ‘secret sauce’ for profitability, but it isn’t easy.

But there are ways for banks and credit unions to ramp up quickly. Charles Wendel, the President of Financial Institutions Consulting (FIC), has extensive experience as a banker and a consultant. He is a well-known public commentator on industry issues and a personal advisor to industry leaders. Prior to founding FIC, Mr. Wendel was a Vice President at Mercer Management Consulting and an Engagement Manager with McKinsey & Co., Inc. He has consulted to money center and regional banks, insurers, and diversified financial services companies, both in the U.S. and in Europe. Mr. Wendel is a regular contributor to American Banker and other financial services periodicals and has spoken at many industry conferences. He has also appeared on CNN, CNBC, and Bloomberg radio.

This session provides a decision checklist for management review and highlights the specific actions required to create a small business franchise within your bank and includes

  • assessing your current approach;
  • defining the small business segment;
  • organizing for success;
  • determining the key products;
  • selecting the right personnel;
  • creating a cross-sell machine;
  • and, addressing compensation issues.

For many banks, serving small businesses is simply not an option but a mandate based upon community requirements and economic opportunity. Don’t miss the exciting start of Strategic Margins, as we explore a handful of actions that, executed effectively, can make a significant difference quickly to your business lending success.
CLICK HERE TO DOWNLOAD THE PRESENTATION

Presenter
Charles Wendel, President
FIC Advisors Inc.

10:00-10:45 a.m.
TECHNOLOGY DRIVING TODAY’S BANKING
Mark ShawStacy LitkeIn today’s banking environment, technology is no longer just a utility, it is a critical strategic component to your institution’s success.  Our speakers will bring an insightful analysis of how technology is driving both customer-facing and back room operations.  Topics covered will include customer engagement and satisfaction, branch transformation, managing risk, business intelligence and simplifying business processes to drive efficiency.

CLICK HERE TO DOWNLOAD THE PRESENTATION

Presenters
Mark Shaw, President
Northeastern Banking Services Group

Stacy Litke, Managing Director
Northeastern Banking Services Group

11:00-11:15 a.m.
Break

11:00 a.m.-Noon
BUILDING THE SMARTER BRANCH
One of the biggest challenges facing banks and credit unions is the role of branches. Despite movement toward mobile banking, consumers still want branches. But that doesn’t mean all branches are created equal. Many branches today have evolved from being cash offices to retail and information centers, offering sales and advisory. We’ve put together a panel that includes branch design experts as well as CEOs who’ve taken innovative approaches to their branch buildouts.

CLICK HERE TO DOWNLOAD THE PRESENTATION

Panelists Include
Frank Mancini
President and CEO
Connex Credit Union

Richard Cantele
President & CEO
Salisbury Bank & Trust Co.

Janice Morse
President & CEO
Newburyport Five Cent Savings Bank

Mark Charette
CEO
Solidus

Noon-1:30
LUNCHEON

12:30-1:30 p.m.
HOW TO RUN YOUR BANK LIKE YOU’RE SEAL TEAM SIX
Mann_Don_Web
When it comes to Navy SEALS, Don Mann is the real deal.  As a member of SEAL Team Six for over eight years and a SEAL for more than 17 years, he worked in countless covert operations, operating from land, sea, and air, and facing shootings, decapitations, and stabbings. He was captured by the enemy and lived to tell the tale, and he participated in highly classified missions all over the globe, including Somalia, Panama, El Salvador, Colombia, Afghanistan, and Iraq.

Moreover, Mann is a high endurance athlete, who has been in more than 1,000 races (mostly extreme runs that make marathons look like a walk in the park).  At one time, he was the 38th highest ranked triathlete in the world.

Inside-Seal-Team-SixMann is the author of the autobiography Inside SEAL Team Six: My Life and Missions with America’s Elite Warriors. When Osama bin Laden was assassinated, the entire world was fascinated by the men who had completed the seemingly impossible mission that had dogged the U.S. government for more than a decade. SEAL Team 6 became synonymous with heroism, duty, and justice. Only a handful of the elite men who make up the SEALs, the US Navy’s best and bravest, survive the legendary and grueling selection process that leads to Team 6, a group so classified it technically does not even exist. There are no better warriors on Earth.

Now, Don Mann – who holds a Masters in Management from Troy State University – will be the special luncheon speaker at the 3rd Annual Strategic Margins conference. He’ll talk about goal setting, achieving against impossible odds, and building the fortitude it takes to succeed when it seems like everything is against you.

1:30-2:30 p.m.
WINNING THE BATTLE OF THE LITTLE BIG BANK
Suresh-Ramamurthi
Community banks often cite the challenges of innovating while under significant regulatory burden and facing shrinking margins, as the nation’s largest banks deploy technology and resources that make competition difficult. But maybe what’s needed is simply taking a whole new approach to bank innovation. That’s what Suresh Ramamurthi is doing with CBW Bank, a tiny institution in Weir, Kansas. In a strategy that has drawn the attention of the New York Times and the admiration of the St. Louis Fed, Ramamurthi and his wife have taken a $7 million one-branch bank in a town of less than 700, and turned it into one of the nation’s fastest growing institutions, with new money transfer products that exceed what even money center banks have been able to provide. From solving the problem of instant payment transfers, to easing international remittances, to powering financial disruptors like Simple (a financial service for people fed up with banks), CBW is reshaping the idea of just how powerful community banks can be. Ramamurthi, a technologist and former Google employee, will be the closing keynote speaker at this year’s Strategic Margins conference, delivering an inspiring message of just how strong even the smallest community banks can be if they put their mind to it.

2:30 p.m.
Conference Adjourns

CONFERENCE INFORMATION

Thursday, April 16, 2015
Sheraton Framingham Hotel
Framingham, Mass.
8 a.m. - 2:30 p.m.