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2018 Fall Conference Presentations and Handouts (click on session name to download presentation)

How to Optimize Your Brand’s Media Investment
JoEllen Zmolek Nyquist, Product Marketing Strategist at Veridian Credit Union
Marilois Snowman, Chief Executive Officer and Founder of Mediastruction

Website "Must-Haves" for Community Banks and Credit Unions: The cost of entry to succeed in today's digital world
Mitch Rosenbaum, President, BankDot & Founding Partner of VOXmarketing
Amy Paxson, Chief Operating Officer, BankDot & Managing Partner of VOXmarketing
Tim Draper, Vice President Marketing, Navigant Credit Union

Marketing Filters:  How Microtargeting and Fair Lending Don’t Mix
Pamela C. Buckley, CRCM, Managing Principal, Regional Delivery, Capco Finance, Risk and Compliance (FRC)

Jamie Belmore, AVP, Marketing, Main Street Bank

Attribution Conundrum: Discovering the optimal media mix
JoEllen Zmolek Nyquist, Product Marketing Strategist at Veridian Credit Union
Marilois Snowman, Chief Executive Officer and Founder of Mediastruction

What's My Move? How to Thrive in Your Career Through Networking
Joyce Sullivan, Career Reinventionist, Founder and CEO, SocMediaFin, Inc.

2018 Spring Conference Presentations and Handouts (click on session name to download presentation)

Pre-Conference CFMP Workshop:  Welcome to This Crisis: Insights and Practical Solutions for Effective Communications Management and Recovery, Aly Goodwin Gregg, GuardianBridge, LLC

Multi-Cultural Marketing, Colette Phillips, CEO and President, Colette Phillips Communications, Inc.

Panel Discussion: Group Therapy for Recent Website Launchers
- Jim Briand, Senior Vice President, Director of Marketing, Middlesex Savings Bank
- Matthew Coggins, Chief Marketing Officer/Senior Vice President, Enterprise Bank
- Aurelio D'amico, Senior Director of Digital Services, Small Army
- Shelley Regin, Senior Vice President, Country Bank, Ware, MA

Digital Trends Financial Institutions Need to Know in 2018, Jessica Holt-Carr, User Experience Director, Boston Interactive

Whole Human Video Storytelling, Sean Tracey, Creative Director/Strategist, Sean Tracey Associates
- Handout

A Winning Brand Differentiation Strategy, Karen Hakala, Senior Vice President, Marketing, Norway Savings Bank

Making an Actionable and Accomplishable Marketing Strategy, Josh Mabus, President, Mabus Agency
- Handout

2017 Fall Conference Presentations and Handouts (click on session name to download presentation)

Bridging the Gap Between Marketing & Technology, Karen Partee, Executive Vice President & Chief Marketing Officer, Texas Bank & Trust Company

Learning to Speak CFO & CEO, Jeff Marsico, Executive Vice President, The Kafafian Group
- Handout

Why Main Street Isn't Dead-Yet Breakout, Jim Blasingame, Noted Author and Radio Host

What Will Differentiate Your Bank and Credit Union Breakout, Moderator: Karen Marryat, Senior Vice President, Chief Marketing Officer, Blue Hills Bank
- Cynthia Hemeon-Plessner, Senior Vice President & Marketing Officer, New Hampshire Mutual Bancorp
- Julie Beckham, Community Relations Manager, Blue Hills Bank
- Maureen Wilkinson, Vice President, Community Education, CRA Officer, Director of HarborOne U, Treasurer and Secretary, HarborOne Foundation

Remaining Relevant with Inbound Marketing, Cam Mirisola-Bynum, Communications Director, Grant Marketing
- Handout

ZRent: One Bank's Entrepreneurial Response to Customer Needs, Jay Tuli, Senior Vice President of Residential Lending & Retail Banking, Leader Bank N.A., Jessica Dawn Santana, Vice President, Product Development, Leader Bank N.A., General Manager, ZRent

The Age of the Customer - Prepare for the Moment of Relevance, Jim Blasingame, Noted Author and Radio Host

2017 Spring Conference Presentations and Handouts (click on session name to download presentation)

Don’t Be A Me-Too Business Banker, Stu Richards, CEO, Bredin, Inc.

Content Rules, Ann Handley, Chief Content Officer, MarketingProfs

How Bear State Bank Built a Powerful Brand from the Inside Out,Shelly Loftin, Chief Marketing Officer & Retail Director, Bear State Financial

How To Build A Powerful Online Small Business Resource Center, Stu Richards, Stu Richards, CEO, Bredin, Inc.

Diversification versus Unification: How to bring focus, results and happiness to your bank’s marketing department, Joe Bartolotta, Consultant

Content Marketing  Writing Breakout, Ann Handley, Chief Content Officer, MarketingProfs 

2016 Fall Conference Presentations and Handouts (click on session name to download presentation)

How Social Media Started A Movement, Jill Castilla: CEO Citizens Bank of Edmond (OK), American Banker’s Community Banker of the Year

Meet the ROI Challenge Head On, Mary Beth Sullivan, Managing Partner, Capital Performance Group, Washington, DC

Eat or be Eaten. How You Can Be Ready to Lead Communications in the Next Merger Wave, Dena Hall, Regional President and EVP, Chief Marketing Officer, United Bank, Glastonbury, CT and Elizabeth Mach, First Vice President, Berkshire Bank

Eat or Be Eaten Handouts

The View From Europe / Where Fin Tech Innovation Will Drive The Customer Experience, Koen Vanderhoydonk, Business Accelerator & Client Experience Innovator, EuroClear, Brussels, Belgium

Creating a Data-Driven Marketing Organization, Mary Beth Sullivan, Managing Partner, Capital Performance Group, Washington, DC

Disruptive Mentality in Banking, Koen Vanderhoydonk, Business Accelerator & Client Experience Innovator, EuroClear, Brussels, Belgium

Handouts

  1. Manifesto
  2. HBR Article

2016 Spring Conference Presentations

The Keys to an Outstanding Strategic Plan and Working Session: Building Your Strategic and Marketing Plans, Rich Jones, Strategist and Leadership Coach
Handouts
Digital Media Strategy, Amber Farley, Executive Vice President, FMS Social
How to Select the Perfect Branch Site, Todd Woodard, President, SiteTech Systems
Nuts and Bolts on Building a Great Digital Strategy, Amber Farley, Executive Vice President, FMS Social
Why Financial Education Should Be Part of Your Strategic Plan, Steve Rice, Executive Vice President of Financial Education, EverFi
Combining Virtual and Face to Face Sales for Maximum Results, Kevin DeNorscia, CEO, Green Door Consulting Group

2015 Fall Conference Presentations

2015 Spring Conference Presentations

2015 Winter Conference Presentations & White Papers:

2014 Fall Conference Presentations:

2014 Spring Conference Presentations:

2014 Winter Conference Presentations: