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NEFMA 2017 Fall Conference
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 Export to Your Calendar 10/19/2017 to 10/20/2017
When: October 19-20, 2017
Where: Map this event »
Providence Biltmore
11 Dorrance Street
Providence, Rhode Island  02903
United States
Contact: Susan Wagner

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Save the Date!

2017 NEFMA Fall Conference

October 19-20, 2017

Hotel Information: 

Enjoy an evening at the beautifully ornate Providence Biltmore hotel! NEFMA has secured a discounted room rate of $175 per night (single or double occupancy) for conference guests (fee does not include 13% tax, 7% sales tax, and 6% occupancy tax).

To make your reservation: Contact the Providence Biltmore at 401-421-0700 and request the rate for the New England Financial Marketing Association. Click here to book your room on-line. Check in is at 3:00 pm and checkout is at 11:00 am. 

Parking: NEFMA guests will received a discounted parking rate of $20/night (regularly $29).

Meet the Speakers to Date... and Stay Tuned for More Speaker Announcements!

Jim Blasingame

Jim Blasingame is one of the world’s leading experts on small business and entrepreneurship. 
He is the creator and award-winning host of the world’s only syndicated weekday radio program dedicated to small business, The Small Business Advocate Show, since 1997.
Author of three books, including his multiple award-winning new book, The Age of the Customer: Prepare for the Moment of Relevance, which has sold over 75,000 copies.
Jim has been a syndicated columnist since 1999, contributing weekly to newspapers and online publications, including,, American City Business Journals,, etc.
For his thought-leadership as a champion of Main Street businesses, Jim has been recognized by numerous national organizations.
Jim teaches businesses – small and large – how to achieve relevance in the Age of the Customer.
This is the 50th anniversary of his first W-2 job – his gray hair is not premature.

Jeffrey P. Marsico

Mr. Marsico is an Executive Vice President, shareholder, and founding member of The Kafafian Group, where he specializes in facilitating the development of client strategies; mergers & acquisitions; profit/process improvement consulting engagements; profitability consulting; and regulatory order assistance. He has worked in or has served banks since 1985 in IT, Trust, Retail Banking, merger consolidations, process improvement, and strategy development. He also served seven years in the United States Navy as an intelligence analyst.


Karen Partee

Karen Partee, CFMP, serves as Executive Vice President and Chief Marketing Officer for Texas Bank and Trust, headquartered in Longview, Texas. In her role, Karen leads the bank’s Marketing Division in strategic market programming and planning, creative design, brand management, advertising, digital marketing, social media, corporate communications, sponsorships, and marketing support to 21 branch locations throughout the northeast Texas region. 

Karen joined Texas Bank and Trust in April 2004 as a business development officer; and is noted for her passion for financial literacy and the development of several key programs for TB&T, to include the bank’s award-winning Cool Kids Savings Club in 2005 - a comprehensive savings program for elementary-aged children, celebrating its tenth anniversary this year, and more than $2.5 million in youth savings. She was also instrumental in the establishment of the bank’s innovative T3 (Tier 3 Level) Tech Team in 2011. Now a full service e-banking service center, TBTmyWay provides direct customer support for the growth of the bank’s online services. As CMO, Karen’s goal is to strengthen Texas Bank and Trust’s brand as the leader in financial literacy and money management resources in each of the markets it serves. 

Since moving to East Texas in 1997, Ms. Partee has dedicated her service to organizations and initiatives that advance the causes of women and children in the community. She is a sustaining member and past president of the Junior League of Longview. Currently, she is co-chair of the American Bankers Association Marketing Advisory Board, and is a member of the Longview Regional Medical Center’s Women’s Advisory Council. She has also served on the board of directors for Junior Achievement of East Texas and the University of Texas – Tyler College of Arts and Sciences Advisory Council.

In 2007, Karen was recognized with the inaugural Rising Star Award by the Independent Bankers Association of Texas; and as a Star Over Longview – a prestigious community award given by Longview Regional Medical Center, to recognize the achievements of women through their service.

Karen holds a bachelor’s of arts degree in journalism, having graduated Magna Cum Laude from Texas Tech University, and is also a 2010 honors graduate of the ABA School of Bank Marketing & Management. Karen resides in Marshall, Texas, with her husband, Bryan, and their ten-year-old son, Noah.