Thursday, April 24, 2014
2:00 - 7:00 pm Registration Desk Open
2:30 - 3:30 pm Strategic Planning Session
4:00 - 5:00 pm Steal This Idea!
We’ll break into round-table discussions to share interesting and innovative marketing initiatives. We’ll work cooperatively to present the "best of the best,” with winners walking out with special prizes for the most useful and imaginative ideas. This is a lively idea-sharing session that will give you an opportunity to work one-on-one with your fellow attendees.
Moderated by NEFMA President Bill DeWitt
5:30 - 6:00 pm New Member Reception (By invitation only)
6:00 - 7:00 pm Cocktail Reception - All are welcome!
7:00 - 9:00 pm Dinner with special keynote speaker, Kathryn Weare, the great granddaughter of the founder of the Cliff House
Friday, April 25, 2014
7:00 am - 2:00 pm Registration Desk Open
8:00 - 8:45 am Breakfast
8:45 - 9:00 am Welcome by NEFMA President Bill DeWitt
9:00 - 9:50 am Creating A Profitable Omni Channel
Transforming retail bank physical network distribution to make it relevant to the digital consumer
- The big economics driving retail bankers to review unprofitable retail banking models.
- The consumer transacting, discovery & buying behavior, driving retail bankers to transform their physical network distribution to meet the demand for an omni channel experience
- How Retail Branch banking & ATM channels can be the profitable backbone of the omni channel consumer experience & sales cycle
- The new technologies converging Branch & ATM channels to lower costs, unlock the consumer experience & drive revenue growth
9:50 - 10:10 am Break
10:10 - 11:00 am Small Business - Products and Practices
Small Business Loans are becoming more and more important to community banks and credit unions. Join us for an informative discussion regarding best practices, products and services, and general tips on how to acquire more small business customers and the products that will keep them. Our presenters will discuss a wide range of topics effecting small business owners in today’s ever changing and competitive marketplace.
Speakers: Bryan Moore, Small Business Lending Officer at Country Bank and Charles E. Maynard, Vice President, Relationship Manager at Bankers’ Bank Northeast | View Speaker Bios
11:00 - 11:15 am Break
11:15 am - 12:05 pm Developing Compliant Marketing Campaigns
Learn how to navigate marketing campaigns in the new regulatory environment. The presentation will be conducted by Marianne Byrne, Esq., Director of New England for FIS EGRC Solutions a consultant and trainer to the CFPB and financial institutions.
Topics will include:
- Identifying Marketing Opportunities
- Changing Regulatory View
- Product and Service Development
- Enterprise wide Risk Management
- Corporate Buy In
- Measurement of Marketing Plans
You’ll learn how to develop and implement practical compliance marketing campaigns for your organization and or clients. Participants will receive marketing tools to apply in real-life situations. We will look at promotional material through the eyes of compliance and how to think outside of the box while staying within compliance scrutiny. This session is highly recommended for everyone involved in financial marketing, approving marketing material, developing product and services within a customer-centric environment. The presentation is equally beneficial for those impacted by the new CFPB rules, fair lending and UDAAP.
Speaker: Marianne Byrne, Esq., Director of New England at FIS | View Speaker Bio
12:05 - 12:15 pm Introduction to New NEFMA Board
12:15 - 1:10 pm Lunch
1:10 - 2:00 pm What's New in Direct Mail?
Charlie Gross of WordCom and Bruce McMeekin of BKM Marketing are combining their expertise to help us discover or re-discover the value of direct mail. Charlie and Bruce will provide recent case studies to help us learn how to target and connect with prospective customers in the constantly evolving digital world. Direct mail is making a comeback!
Speakers: Charlie Gross, Senior Vice President at WordCom and Bruce McMeekin, President at BKM Marketing | View Speaker Bios
2:00 pm Raffle Giveaways and Closing Remarks
2:10 pm Conference Adjourns
ACCOMMODATIONS Make your overnight room reservations at The Cliff House Resort & Spa and take advantage of our low group rate of $150/night for single occupancy or $160/night for double. To reserve your room, visit our Group Reservation web page at www.cliffhousemaine.com/attendees and use the login information below:
CANCELLATION POLICY All attendee cancellations must be in writing. Cancellations received by April 14, 2014 will be offered a refund less a $50 cancellation fee. No refunds after April 14, 2014.