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FSI's Retail Banking Virtual Conference

September 16-17, 2020

Agenda

Wednesday, September 16
1:00 - 5:00 PM EDT

Speakers Include:


Danny DeLaRosa
Chief Development Officer
Greater Nevada Credit Union
Sparks, NV

STRENGTHENING YOUR STRATEGIC PLAN AND PEOPLE ENGAGEMENT CAN INCREASE JOY AND SUCCESS

It’s more than just what you do. It’s how you do it, how you communicate it, and the clarity and alignment it brings to your people. Do you have everything you need to best support your customers/members and communities during this challenging time? Because there’s one thing we know for sure right now: communication is critical. You can’t go wrong by focusing on getting your plans and guidance in front of those who need it most right now: your customers/members.

Danny will unpack ways to strengthen your strategic plan and people engagement, explore adaptations to unanticipated changes and events, and examine the value of re-forecasting for company-wide ROI.

Danny leads the organization’s strategic planning and analytics, marketing, business development, and people engagement and development teams. He works to bring first-class financial services to the communities he serves and is an advocate for economic development.

Danny has led teams across the country implementing strategies to drive service, employee engagement, and sustainable growth. His commitment to improving the community is evident in his involvement with local non-profit organizations including previous service as the chairman for the Chamber of Commerce in Reno, board member of Junior Achievement, the Boys and Girls Club of Truckee Meadows, and Mississippi Valley, to name a few.


Lindsay Green
President
Extraco Consulting
Waco, TX

READING YOUR CUSTOMER’S MIND: BALANCING HIGH TECH AND HIGH TOUCH…AMIDST COVID-19

Extraco Banks, an affiliate corporation of Extraco Consulting, built a strategy called SWARM Banking to address today’s challenges of balancing high tech and high touch through a Universal Banker model. Lindsay will share the phased progression of the implementation model and the common speed bumps present in implementing a universal banker model.

Learn what drove the change in the bank’s delivery model and everything that needs to be addressed in a successful universal banker strategy. Lindsay will also provide an overview on successful COVID-19 adaptation strategies for universal banker models and community banks in general.

Lindsay has more than 17 years of experience in the financial services industry, with a background in innovation, project management, marketing, IT and information systems management, retail banking, alternative delivery channels, operations, and PR.

During her time at Extraco Banks, Lindsay was responsible for retail innovation, project management, social media, retail hiring, and training and alternative delivery channel development and management. Lindsay also served on its Strategic Leadership Team, Innovation Committee, LEAN Committee, and Technology Steering Committee.


Steve Moushon
Principal
Moushon Consulting
Dallas, TX

DON’T WORRY...COACH HAPPY!

Steve focuses on the art and science of coaching, especially during these challenging times. The presentation provides insights and experiences, as well as tools for successfully coaching and developing your team, even from a distance! Be prepared to think differently about how you approach and coach everyone from your superstars to those needing a little extra attention.

Steve brings almost 25 years of diverse experience in banking, working for a community bank, credit union, thrift, national bank, a private wealth management firm, and now a financial institution consultant.

As Principal of Moushon Consulting, LLC., Steve works with large and small banks and credit unions on everything from compliance and risk management to BSA and operational efficiency. His passion is working with small institutions to coach leaders to success and helping individuals and teams exceed their own expectations of what they can accomplish!


Dave Martin
Founder
bankmechanic
Sugar Land, TX

2020 WILL BE AN EXCUSE OR A CATALYST

It’s a fair bet that few organizations’ contingency plans included even half of the surprises 2020 has produced. When companies are forced to change standard operating procedures practically overnight, we get some things right and some things not-so-right.

Our initial actions were important. Our adjustments and continued evolution since then are even more vital. In an industry adjusting to massive change, our people – the moving parts of our organizations – are the critical factor between success and failure. Evolving strategies are only as effective as our people’s ability to evolve as well.

Dave will share observations on the financial industry’s evolving strategies and thoughts on keeping our people engaged, informed, and motivated.

Like many in the banking industry, Dave Martin was an accidental banker. After early careers as a radio morning man, marketing director for an oilfield industry supplier, and a stretch working in the finance department of a university research facility, Dave was recruited by a friend to join a bank. Specifically, he was hired to run that institution’s first in-store branch location.

Dave Martin has become one of the most prolific writers in the banking industry. His columns and newsletters are read in thousands of financial institutions each month. His keynote presentations, seminars, and podcasts have an authenticity and humor that brings teams of all sizes and seniority levels together.

Thursday, September 17
1:40 - 4:00 PM EDT

Post-Conference Planning Workshop

Join us for a LIVE Virtual Post-Conference Planning Workshop facilitated by your own FSI Client Support and Training Consultants, Judy Moreland and Jan Heaton. Take time to recap the conference speakers and organize your favorite takeaways into a workable and immediate plan of action for your institution’s future success.  Ask questions, share best practices, analyze challenges and gain insight from FSI Consultants as well as other attendees who are in the trenches every day. By participating in informal discussions and brainstorming, discover solutions and ways to implement the best practices shared by conference presenters and to focus specifically on encounters unique to you and your teams

All conference attendees will receive the Go-To-Meeting link below via email the morning of the workshop on September 17. The meeting will start 20 minutes early (1:40)  to allow attendees to log on early and chat with others.


Online (recommended): https://www.gotomeeting.com/meeting/join-meeting
Access Code: 477-793-085

By Phone (audio only):                                                                     
Call in #: (646) 749-3112                           
Access Code: 477-793-085                                         
New to GoToMeeting? Get the app now and be ready when workshop starts: https://global.gotomeeting.com/install/477793085

 

We are really excited about delivering FSI’s first Virtual Retail Banking Conference so we can continue to provide you with the guidance and expertise you need most during this very challenging time for all of us. If you would like to make sure you are included in future conference emails, please send notification to tcoleman@supermarketbank.com.