Agenda At-A-Glance

Cocktail Reception - Grand Hyatt Buckhead
Join your fellow attendees and enjoy cocktails and hors d'oeuvres to kick off the 2008 Trends Conference. Mylle Mangum, CEO of IBT and DBC, will be hosting this reception along with IBT and DBC employees.

Speaker: Mylle Mangum, CEO

Keynote Address: Satisfaction: Worthless; Commitment: Priceless - Developing Loyalty with Your Customers
In a marketplace that defines all participants as a commodity, it’s time for your company to become an absolute necessity. Customer commitment is much more than conducting satisfaction studies that rarely equal repeat sales or enthusiastic referrals. Commitment involves a systematic process of customer feedback and knowledge-sharing; rewards and measurable loyalty programs; and turning customers into advocates. Find out precisely what your customers want, use that information to generate effective products and services, and watch your customers keep coming back for more.

Speaker: Jeff Rendel, CSP, Rising Above Enterprises

Green Business: Why it Makes Sense
Hear from a LEED accredited expert why sustainability makes good business sense and what steps organizations need to take to develop an efficient green business strategy as well as an overview of one financial institution's branch delivery process for a LEED roll-out.

Speaker: Holley Henderson, H2EcoDesign

3rd Annual Market Pulse Survey Results - Green Building and Financial Institutions
Every year IBT takes the pulse of key trends and activity in retail banking. This year we’ve examined the level of interest, understanding and plans for financial institutions to “go green.” What is the current level of understanding and adoption of environmentally sensitive green design/build and on-going operational practices by financial institutions?

Speaker:  Shaun Pond, SVP, IBT

The “New Rules” for Marketing Financial Services to Boomers - plus Boomers at Work: How to Recruit, Manage and Retain Boomers in the Workplace
Gain valuable insight into the minds, hearts and wallets of today’s older Boomer consumer from Matt Thornhill, the leading authority on marketing to Boomers. He’ll share strategies, tactics and techniques that you can put to use immediately to better connect and motivate Boomers. Plus, he’ll share findings from the Boomer Project’s own national study across all generations about the workplace, and how to recruit, manage and retain Boomers.

• Discover why Boomers behave the way they do now (hint: it’s rooted in Boomer psychology, sociology and anthropology)
• Learn the importance of structuring messages that are emotionally-meaningful and positive.
• See the differences between generations in the workplace and understand their core motivations.

Speaker: Matt Thornhill, the Boomer Project

In-Store Banking 25 Years Later - What’s Changed and What’s Stayed the Same?
This panel will focus on the evolution of in-store banking – what do you do differently in your in-store’s now as opposed to 25 years ago? What has stayed the same?  How does the in-store model fit into your overall branch banking strategy today versus when you started?  Has the in-store model been successful they way that you expected it to be? Have there been additional benefits above and beyond your initial expectations? How do you see in-store’s evolving in the next 10 – 15 years?

Panelists:        
Heather Yant, VP of Branch Operations, Tropical Financial Credit Union
Alec Elmore, SVP, First Federal
Rick Steel, SVP, Provident Bank

Moderator: Eddie Curran, VP, IBT

Non Traditional Banking - A Key Strategic Initiative

Speaker: Hal Tovin, Group EVP & Managing Director of the Retail Partnership Delivery Group, Citizens Financial Group, Inc.

Hear how Citizens has built the most successful In-Store Banking program in the country and the strategic direction of the bank with the creation of the Retail Partnership Delivery Group.

Depart for Evening Event - IMAX at the Fernbank
Join us Monday evening at the Fernbank Museum for dinner under a magnificent four-story, sky-lit atrium and among the world's largest dinosaurs. After dinner, relax with dessert and cocktails in the IMAX theatre for a private viewing of the film “Grand Canyon.”For more details on the film, visit http://www.fernbankmuseum.org/imax/films/Grand-Canyon.aspx.

Keynote: A Practical, Profitable Program for Serving Low Income Consumers
The low income market represents a growth opportunity for financial institutions, but many struggle with how to approach this segment and develop programs that are beneficial for the consumer and the financial institution. Hear how Central Bank of Kansas City built and executed a successful and profitable program to meet the needs of the low income consumer.

Speaker: William Dana, Jr, President & CEO, Central Bank of Kansas City

The Art and Science of Branch Placement

The old adage location, location, location still rings true – and is still one of the primary ways people select their financial institution. The process of finding a good location isn't just an isolated "real estate" exercise.  For a new branch to succeed,  the branch placement process must look not only at how the real estate interacts with the consumer (current & future), but also at what type of branch and what form of operation will best serve its intended customers and achieve its specific mission.

Speaker: Shaun Pond, SVP, IBT

Innovation in Retail Branch Design

Speaker: Kevin Landry, VP of Design and Construction Services, IBT

As the options for consumer banking services continue to evolve, branches are moving from being transaction-based to interaction-based.  See real world implementations of retail branch designs that support a more interactive environment and help establish the branch as a destination of choice.

Lunch & Closing Session

Speaker: Mylle Mangum, CEO

Fostering a Culture of Continuous Improvement

Speaker: Adrianne McVeigh, Ph.D, TalentQuest

Question: “How Do You Eat an Elephant?”
Answer: “One bite at a time, of course!”

The notion of continuous improvement and impactful change is evolutionary, not revolutionary. It is based on the idea that progress and increased efficiency is achieved through a series of small and gradual changes -not large, sweeping change that can paralyze the workplace. In financial institutions, as in other organizations, it is critical to drive change in an effective manner.  As a leader, how can you create a culture of continuous improvement? Hear how top companies have established cultures dedicated to continuous improvement and the business results they have to show for it.  Find out how to engage your people in driving a more efficient and optimized workplace.

Exceptional Engagement Case Study: Flagstar Bank’s Top Performing Branches

Hear how one financial institution developed and executed a successful entry into a completely new market. Learn about their approach and what steps they took for this initiative that resulted in the new branches achieving top performance status in just a few months. 

Speakers: Brady Young, Division Manager, Flagstar Bank and Mary Duncan, VP of Client Services, IBT

Lunch & Closing Session

Speaker: Mylle Mangum, CEO