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NEFMA 2024 SPRING CONFERENCE AGENDA

May 9-10th | Mystic, CT

In marketing and communications, change seems to be the only constant – advertising platforms and consumer behaviors shift like the winds in our modern landscape, and yesterday’s best practices may not be the most impactful strategy for tomorrow. The New England Financial Marketing Association’s 2024 Spring Conference is the best way to keep on top of current trends and prepare for the future! 

With a variety of sessions covering all specialties of financial marketing, this industry-leading conference will help build on your strengths while filling in blind spots, allowing your organization to build on past successes and take advantage of new opportunities. 

As part of the conference, we’ll also celebrate the best of the best in financial marketing at our all-new NEFFIE Awards! We’re excited to be inspired by all the innovative designs that our members created in 2023. 

Join us in Mystic, CT on May 9-10 as we Voyage Forward in the ever-changing landscape of financial marketing! 

DAY 1: THURSDAY, MAY 9

9:00-10:00 am
10:00-10:15 am
10:15-11:15 am
REGISTRATION AND TABLETOPS OPEN

WELCOME AND CONFERENCE OPENER

SPEAKER: Jamie Conaghan, President, NEFMA

BREAKOUT SESSIONS

LOCALIZATION, DIVERSITY AND OPPORTUNITY

SPEAKERS: Annarely Rodriguez, Senior CSM, Motionpoint Corporation, and Conor Heraty, Senior Account Executive, Motionpoint Corporation

The economic state of the country is changing and the Latino population is growing exponentially, especially in New England, but localization can be a complex and costly process. Conor and Annarely will present on the traditional options for translating content as well as the future of the industry and how AI is helping make it simpler and less expensive. They will showcase a number of technology and translation quality options banks should consider when tapping into the growing Hispanic market.

FINANCE FOR MARKETING

SPEAKER: Dan Carey, Cambridge Savings Bank

An overview of a Bank's balance sheet with insights into how Finance balances internal needs vs. customer/market expectations.

11:15-11:30 am
BREAK AND NETWORKING WITH EXHIBITORS
11:30-12:30PM

THE POWER OF POTENTIAL PERFORMANCE: AI FOR MARKETING 

SPEAKER: Mark Gibson, Marketing Practice Leader, Capital Performance Group

Artificial intelligence has taken the business world by storm. This session will dispel the hype and zero-in on how marketers are already using AI, and what the top six use cases are in bank marketing.

This session will identify critical risks to avoid when using AI tools, and will suggest six actions every bank marketer should be taking now to leverage the power of AI. Attendees will also walk away with links to resources to help them get started on their AI journey.

12:30-1:30 pm
LUNCH AND NETWORKING WITH EXHIBITORS
1:30-2:30 pm
BREAKOUT SESSIONS

PREPARING YOUR WEBSITE FOR THE ROAD AHEAD

SPEAKERDean Dorazio,Chief Executive Officer, Wakefly

Attendees will be guided through upcoming website obstacles and tools essential for achieving success, including the integration of AI, leveraging data, ensuring ADA compliance, and adapting to a cookie-less environment.

 

 

 

THE EVOLUTION OF TV ADVERTISING: FROM TRADITIONAL TO STREAMING TV

SPEAKER: Ryan Sheehy, Regional Digital Strategy Director, Townsquare Media

The Evolution of TV Advertising: From Traditional to Streaming is an interactive seminar presentation on Streaming TV Advertising & its evolution from Traditional formats.  Topics to be covered include: Traditional TV, The Rise of Streaming TV, Consumer Behaviors/Shifts & Interactive Q&A throughout.

2:30-3:00 pm
BREAK AND NETWORKING WITH EXHIBITORS
3:00-4:00 pm

HOW TO HARNESS VIDEO TO TELL YOUR STORY

SPEAKERS: Lisa Adams, Media Director, Stackpole Partners

Jeff Greenler, VP Account Service, Stackpole Partners

 

Digital Video usage continues to rise in prominence, but not all video is equal. This keynote will dive into the trends in an ever-evolving landscape as well as ways in which you can use video to tell your brand story in a way that will elevate long term sales growth.

This session will cover analysis of video usage across the media landscape, using video assets across a use journey based on objectives, exploration of how video can be used for brand storytelling and why that's important, shared options for video based on different budget levels, and recommended measurable results for video based on channels.

4:00-5:00 pm

PANEL DISCUSSSION: AI STRATEGIES FOR COMMUNITY BANKING

Panelists: Matt Naffah, Isovera and TBG; Jay Di Vece, Bytes; Ryan Sheehy, TownSquare Media; Alison Brigham, Lee Bank

 Moderator: Sean Bannon, WordComm

Join our panel discussion on AI's impact in bank marketing. Hear from industry experts as they share practical insights and best practices. Learn how AI transforms customer experiences, optimizes campaigns, and drives growth. Don't miss this opportunity to navigate the AI-powered future of banking marketing

5:30-6:30 pm
RECEPTION

SPONSORED BY: HMC Advertising

6:30-8:00 pm

2O23 NEFFIE AWARDS SHOW AND DINNER

DAY 2: FRIDAY, MAY 10

8:15-8:30 am

WELCOME REMARKS

SPEAKER: Jamie Conaghan, President, NEFMA

8:30-9:30 am

PRACTICAL WAYS TO USE DATA, ANALYTICS, AND ADDRESSABLE MEDIA TO DRIVE GROWTH

SPEAKER: Joseph McCluskey, SVP, Strategy and Growth Officer, Data Analytics, EXL

New customer acquisition is more important than ever, but competition is fierce. Inflation and other factors are putting the squeeze on all of us. To win in this environment, marketing teams need a step change in performance. But conventional digital media strategies can deliver only incremental gains. This presentation will demonstrate a smarter approach, using a real-life case study and results.  

 

You’ll learn how to: 

  • Stretch your media budget with a targeted brand campaign that offers a practical way to measure ROI. 
  • Orchestrate media and mail targeting to efficiently scale acquisition without sacrificing new customer quality. 
  • Selectively expand your geographic footprint along the way. 
9:30-9:45 am
BREAK
9:45-10:45 am

PANEL DISCUSSION: NEFFIE AWARD WINNERS

SPEAKERS: NEFFIE GOLD AWARD WINNERS

11:00-12:15 pm

KEYNOTE: ON THE RECORD WITH GEN Z

SPEAKER: E.J. Kritz, Executive Vice President, apc (ath Power Consulting)

Attracting Gen-Z consumers stands as one of the top challenges facing financial institutions today. This presentation will share up to the minute insights directly from Gen Z to better understand loyalty preferences, how to drive brand consideration, and more!

12:15 PM

CLOSING REMARKS

SPEAKER: Jamie Conaghan, President, NEFMA

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