View Speaker Bios
| Thursday, October 23, 2014|
| Time||Session & Description|
| 3:00 - 7:00 pm||Registration Desk Open|
| 4:00 - 5:00 pm||Ad Court|
In this “People’s Court” for advertising we will screen three of the world’s most favorite and despised ads. The attendees will break into six groups. For each ad, one group will act as the defense making a case for why this is a great ad and the other will serve as the prosecution making the case for why it fails.
The groups will look at factors such as creativity, strategy, effectiveness (as they perceive it), and suitability for target audience, ability to break through clutter, ability to sell, life beyond TV and shelf life.
A judge---an advertising professional selected from among NEFMA members—will rule on the cases presented. He or she will then give his critique on what makes the ad strong or weak and what lessons there are for community bankers. The judge should have humor, attitude and not spare the feelings of the bankers.
| 6:00 - 7:00 pm||Welcome Reception|
| 7:00 - 9:00 pm||Dinner with Keynote Speaker Win Smith|
| || |
Friday, October 24, 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||Social Media for Business Development|
Speaker: RIch Brooks
You've heard a lot about how social media is important to your financial institution. You've seen the types of Facebook posts you can share. But outside of promoting your community service, how can you leverage social media to attract more customers and members and develop more business?
In this session you'll discover:
- How to create content for your audience
- Which channels are most effective for banks and credit unions
- How to drive traffic from Facebook and other platforms back to your website
- How to improve your conversion rates once they arrive at your site
| 9:50 - 10:00 am||Q & A|
| 10:00 -10:30 am||Break|
| 10:30 - 11:20 am||Outrunning the Competition: CRM/MCIF|
Panelists: Joann Marsili, Chris Braccia and John Zells
Empower your sales team and employees to succeed using an MCIF and CRM system. This panel will discuss why some institutions succeed with CRM while others fail. Learn the differences between the two pieces of software and how they are complementary parts of a successful sales cycle. We’ll help you see CRM in a different light. We’ll give you tools to help your sales staff define their next sales conversation by happily using CRM and MCIF data. We’ll give you marketing tips to use the systems to maximize strategic level initiatives. Come and learn how to engage your Senior Management Team and benefit from a better, stronger strategy, which will give you more leads, more sales, more profit and a competitive advantage!
The panel will present on:
- The value of CRM vs. MCIF
- Getting the branches and user staff to buy-in: non-technological issues
- Real world results and how success is measured/ CRM Strategy: Why Some Institutions Succeed While Others Fail.
| 11:20 - 11:30 am||Q & A |
| 11:30 am - 12:20 pm||Branch of the Future is Here Now|
Panelists: Rob Bernas, Mary Anne Clancy, and Robert Maddock
In April, we heard Addison Hoover describe how progressive financial institutions are creating amazing consumer experiences that are omni-channel and profitable, by adhering to three key business drivers:
- Grow Revenue
- Lower Costs
- Deliver An Amazing Customer Experience
In October, NEFMA will host Mary Anne Clancy from Newburyport’s Institution for Savings; Ron Bernas with Conestoga Bank based in suburban Philadelphia; and Robert Maddock at Newport’s BankNewport. They will describe how their institutions are dramatically transforming traditional brick and mortar branches through the use of cutting edge technologies which greatly reduce the need for traditional teller lines by automating deposits with cash recyclers, ATM’s that do not require envelopes or deposit slips, remote video tellers, and PODS.
We will learn how the institutions are reducing their real estate ownership costs and operating expenses, as the square footage of branches are significantly reduced in size, by 50% or more in some cases, due to the implementation of technologies that reduce the need for staff, and create more intimate retail environments.
We will also hear how the staff who do remain in the branches are being cross trained, thereby allowing them to conduct a wider range of functions, further enhancing the service experience with their existing customer base, while attracting new customers from the Millennial generation who are rapidly becoming an economically powerful consumer cohort that will rival the Baby Boomers in its influence.
As always, a Q&A session will follow. So be prepared to ask the questions that your seat mates probably want to ask, but are afraid to!
| 12:20 - 12:30 pm||Q & A|
| 12:30 - 1:30 pm||Lunch|
| 1:30 - 1:45 pm||90-Second Knock-Down|
| 1:45 - 2:35 pm||A Day In the Life of a Social Media Marketer|
Speaker: Rich Brooks
You've got limited time and budget, but you're tasked with running your bank or CU's social media marketing, along with all the rest of their marketing. How can you get everything done?
In this session we'll look at a day in the life of a social media marketer to see how you can get it all done, or at least get the most important, valuable tasks completed.
- How to organize your day
- How to monitor conversations about your bank or CU
- How to generate content for you blog and social channels
- Free and inexpensive tools you can use to accomplish more in less time
- How to measure results that you can show to your boss
| 2:35 - 2:45 pm||Raffle Giveaways and Closing Remarks|