In today’s environment of rising competition and declining deposit retention, financial institutions must think beyond traditional banking. This session reveals how a well-integrated retail investment program can reduce customer attrition, deepen relationships, and protect your deposit base. Learn practical steps to transform your institution’s wealth offering into a strategic advantage.

Target Audience: President, CEO, CFO, Directors, Financial Advisors and business development professionals looking to strengthen customer loyalty and capture more wallet share.

Finding and hiring great talent is a challenge for many financial institutions, which makes developing and retaining the team you have a top priority. This session will teach attendees how to create a sustainable, high-performing team out of the people they have. We will also discuss how to develop thoughtful benefits and compensation strategies aligned with your institution’s objectives to help you retain your top talent. If employee acquisition and retention is an issue for your institution, you will want to attend this session.

Target Audience: President, CEO, CFO, Directors, Financial Advisors

Employees want leaders who are more empathetic, compassionate, self-aware, excellent communicators, and can coach them to success instead of micromanaging or distrusting their work. We will review the different generations from Baby Boomers to Gen Z to understand some key differences in what they expect of a work culture. We will learn about how to have successful outcomes in a culture that is less managed but more effectively led, and how creating this culture can not only improve outcomes with your current team members but also attract talented new team members to your organization.

Target Audience: Institution Leadership, President, CEO, HR Directors, Branch Managers

In a rapidly changing financial landscape, community banks must do more than react—they must anticipate. Strategic foresight helps leaders identify early signals of change, imagine future possibilities, and make better decisions today. This session will introduce practical tools to strengthen your bank’s long-term resilience and adaptability. Participants will explore how to shift from short-term problem solving to future-focused strategy that positions their institution for growth and relevance in a transforming industry.

Target Audience: President, CEO, CFO, Directors, Financial Advisors

Bank wealth management programs are no longer just a source of non-interest income, but a key deposit defense strategy.  Many investment firms are starting to strategically target loans and deposits, and your wealth management program is a major line of defense to better serve your clients and prevent deposit outflow.  This session will walk through some of the industry trends impacting banks in the wealth management space, as well as discuss tangible ways to evolve your program to ensure it is competitive with what outside investment firms are offering your customers.  It will also discuss ways to make your program scalable so you can continue to grow, while still providing top-notch service to your clients.

Target Audience: President, CEO, CFO, Directors, Financial Advisors

How does that leader then develop a change mindset with the rest of their institution, their board, and even their communities? Many institutions have been serving their communities for over a century, and the deep roots that have formed over those years can also slow progress and lead to a lack of innovation. Overcoming what is holding your institution back, while maintaining your brand identity in your community can be a challenge, but you can shift that mindset to embrace positive change.

Target Audience: Institution Leadership, President, CEO, Directors, Marketing Directors

Your business clients are important to your profit margin. Every time they interact with an outside service provider, such as an investment professional, there is a risk that their deposits
become less sticky. Supporting these clients at a higher level by managing their employer-sponsored retirement plans through your retail investment services division can help them and their employees be more successful and deepen your connection with them. You can also learn how moving your own retirement plan management to your retail investment services division can help deepen relationships across divisions in your institution, build relationships, and encourage cross-division referrals.

Target Audience: President, CEO, CFO, Directors, Financial Advisors, Commercial Loan Officers

In this session, we will help you learn to identify and remove barriers you may have in place that are preventing a curiosity culture so that you can retain and attract talent to your organization.

Target Audience: Institution Leadership, CEOs/Presidents, Human Resources Managers