Bank Tech 2016 
September 21-23
The Peabody Memphis
Session Descriptions
Bank Tech 2016 Starts Tomorrow!
Check out the informative sessions and top-notch speakers scheduled for Bank Tech 2016, and register to attend!  We have four seats left so act quickly to secure your spot at this always-popular, invitation-only event.
As usual, we will be giving away some fantastic tech prizes including an Amazon Echo and many other new and cool tech gadgets.
See the updated brochure for complete program information.
Session Information

(alphabetical by last name of the speaker; see brochure for session times)

The Value of CRM Technology to Build Better Relationships
Presented by Kevin Anderson

This session will focus on the value of customer relationships and why CRM offers a unique technical advantage when having this relational information in a single database. Whether it be a simple call from your customer inquiring about an account or a detailed need that requires follow-up actions or when your institution has a desire for generating new business opportunities – This session explains why better built Relationships provide great advantages.  I look forward to sharing examples of these advantages, from Marketing to Profitability to help expand your vision of CRM…Panel-The Blockchain and Faster Payments: What Bankers Need to Know Now

Dr. Dan BrandonChristian Brothers University
Professor of MIS
dbrandon@cbu.edu
cbu.edu 

Don JacksonSouthern Financial Exchange
President and CEO
djackson@sfe.org
sfe.org 

Beyond Bitcoin, Blockchain technology promises to revolutionize and perhaps replace business information systems.  Enabled by a set of modern technologies including the internet, open-source peer-to-peer protocols, rapid digital communications, enormous computing power, and modern cryptography, blockchain-enabled platforms are being tested by the Nasdaq and other financial services firms.  Coupled with the Fed’s Faster Payments Initiative and Same-Day ACH, payments systems innovations are changing banking as we know it.Join two leading experts as we learn more about the future of payments and how such technological advances will impact your bank and change our industry.

Know Me, Like Me, Trust Me.
Keys to Building Relationships in a Digital World
Presented by Eric Cook
Digital Strategist
WSI
eric@poweredbywsi.com
poweredbywsi.com 

It can be said that customers will more likely do business with a banker than just a bank. In order to be your customers banker, you need to have a strategy to building a solid relationship. When done right, they will get to know who you are (and what you can do for them), like the type of service and attention you provide and eventually put their trust in you taking care of their financial needs.

But in today’s digital world you may not see or even talk to your customers, so nurturing them through the know me, like me, trust me process can be a bit of a challenge. While a good ‘ole fashioned handshake or a conversation over a cup of coffee still goes a long way, the savvy banker recognizes the value of the digital consumer. This session will explore some best practices in building a solid relationship in a digital world and give you some tangible take-home strategies you can implement immediately.

Trend, Fad, or Hype? A User’s Guide to New Initiatives

 

Presented by Mark Faircloth
Owner

Faircloth Performance Partners
mark@faircloth-partners.com
faircloth-partners.com

 

Overview
Follow these steps to make the right choices (and avoid the wrong ones) in launching major projects at your Bank.
Description
Bank managers at every level face tough decisions on committing to the newest practice, product or system. Don’t commit…and miss out on a fundamental change? Invest in a program…and receive no real value? In this session, participants learn:
  • How to identify a true trend vs. a passing fad or simple hype
  • How to assess the practicality of fitting in a new initiatve into the current culture
  • Action steps to use in implementing any new project/practice.

These learning points are presented in a highly interactive case study format. Participants receive a 3-step decision map and planning tools for implementation after Bank Tech.

Four Ways Executives Can Manage Technology

 

Presented by Trent Fleming
Owner
Trent Fleming Consulting

trentfleming.com

Technology has found its way into every aspect of your institution. It’s no longer a “back office” only solution.  The successful Executive will embrace technology, and seek to actively manage it.  This session is designed to show you how: drawing on four key pillars: People, Strategy, Business Focus, and Security.  Participants will leave with a better understanding of how technology can be integrated into the organization, and managed as well as any other business unit.

Fraud Prevention Through Customer Engagement

Presented by Rodney Fuller, Jr. 
Vice President and Chief Operations Officer
REDi Enterprise Development, Inc.

4redi.com

With the constant media coverage of data breaches and card fraud, consumers are keenly aware of their vulnerability. Surveys have shown that consumers have a strong desire to be involved in protecting their accounts. This session will explore best practices for customer fraud communications across delivery channels to both protect customers, reduce losses and enhance loyalty.

Cybersecurity: Is Your Bank the Cat or the Mouse?

The world is changing!  Information is stored everywhere from our smartphones to the cloud.  Fortunately, you have more sophisticated security tools than ever before to protect our confidential information.  Unfortunately, today’s attackers are also becoming more sophisticated as they attempt to circumvent your defense mechanisms.  We are stuck in a game of cat and mouse!  The only question left to ask: Is your bank  the cat or the mouse?  We will take a look at today’s security landscape including recent breaches, attack vectors, and most importantly, methods to defend your bank’s network.

Presented by Joshua Jacobs
Co-Founder & Member of the LLC
Sawyers & Jacobs LLC

The Leadership Challenge
Mary O’Neill, MA, MFT
Executive Coach and Founder
Mary O’Neill & Associates

The Leadership Challenge Workshop – based on the best-selling book “The Leadership Challenge” – is about ordinary people learning to do extraordinary things! The program aims to demystify leadership development and approach it as a set of 30 measurable, learnable, and teachable behaviors.

An integral part of the workshop is the Leadership Practices Inventory (LPI). This self-scoring instrument helps individuals measure their leadership competencies and identify action steps to improve the effectiveness of their performance as leaders. During this upbeat, highly interactive program participants will be guided through the process of applying Kouzes’ and Posner’s acclaimed Five Practices of Exemplary Leadership to real-life organizational challenges.

  1.  Model the Way
  2. Inspire a Shared Vision
  3. Challenge the Process
  4. Enable Others to Act
  5. Encourage the Heart

If you are looking for a road map to great leadership, then this workshop is for you!

Participant Performance Objectives:
As a result of participating in this program, you will be better able to:

  • Better understand Kouzes’ and Posner’s Five Practices of Exemplary Leadership
  • Identify your own leadership strengths and areas to improve
  • Understand the importance of credibility, and living fundamental values
  • Communicate and inspire others around a common vision of the future
  • Apply the leadership pratices to a current practice challenge for greater problem solving and strategic planning

The New Customer
 

Presented by Tim Pannell

President, CEO, Partner
Financial Marketing Solutions

One of the fundamental aspects of marketing is the reality of understanding your target market. You need to know who you are trying to reach if you are going to successfully communicate your marketing message to your defined target market. However, the marketplace is always experiencing generational flux and the new generations impact the overall marketplace characteristics. This has never been more the case than with the millennial generation. The Millennial generation is bringing changes that are resonating through all demographics and creating a new customer in the marketplace. It is a customer that transcends demographic boundaries and segmentation. Therefore, we need to understand The New Customer and what is important to them no matter what age they might be. If we are going to compete moving forward, we need to understand the new landscape, the new customer and the new means by which we must communicate with them.

Does Your App Represent Your Brand?

Presented by Danny Piangerelli
Founder & Chief Technology Officer
Malauzai

With the topic of brand loyalty ever-present in the marketplace, it’s easy to find ourselves concerned with our retention programs, signage and product brochures, only to leave our Digital channels with something to be desired.  While competing against other financial institutions is a non-negotiable survival tactic, overlooking competitors such as social-networking behemoths and online-retailers can have just as detrimental of an effect on the strength of our brand.  Join us as we delve into the realm of Digital Experiences and how best to position yourself for optimum brand equity.

The Quick and the Dead and What Lies Ahead: How Banks Can Survive the Future

 

Presented by Jimmy Sawyers
Co-Founder & Member of the LLC
Sawyers & Jacobs LLC
jsawyers@sawyersjacobs.com
sawyersjacobs.com
Critical thinking skills, thorough analysis, and sound decision-making skills have never been more important attributes for bankers.  Determining which opportunities to pursue and which to forgo will make or break banks already faced with an increasingly competitive environment.  In this session, we will answer these questions and more:
  1. Should bankers worry about FinTech companies boasting to reinvent banking with disruptive technology?
  2. Can bankers depend on their traditional technology service providers to supply the horsepower needed to perform at a high level in the digital space?
  3. Can compliance and security be balanced with convenience and delivery to improve the customer experience?
Learn how bankers can plan strategically to deploy new technology while building on their successful brands and blazing a trail for high performance and efficient operations.
Best Practices in Banking, Technology, and Cybersecurity

Presented by Jimmy Sawyers and Joshua Jacobs
Co-Founders & Members of the LLC
Sawyers & Jacobs LLC
jsawyers@sawyersjacobs.com
jjacobs@sawyersjacobs.com
sawyersjacobs.com

In our travels around the nation helping banks, we see a lot and we learn a lot – what works and what doesn’t;  what bankers perceive and what is reality;  incredible successes and monumental failures.  These lessons learned are the most valuable tools we use in our mission of
making banks better.

Every bank is different and unique but some best practices are universal.  Jimmy and Joshua wrap up Bank Tech with valuable takeaways that bankers can apply immediately to improve their operations, increase productivity, and better serve their customers.  Don’t miss the next big idea that could propel your bank, and your career, to the next level.

Economic Outlook: The Economy in 2016-17

Presented by Dr. Ed Seifried

Co-Chairman
Seifried & Brew LLC
seifried@lafayette.edu
www.seifriedbrew.com

Interest rates, the stock market, a sluggish global economy and slow economic growth in the U.S. are major news headlines.  Other developments including the economic impact of recent terrorist attacks, the British vote to leave the EU, and a rate freeze by the Federal Reserve are on the agenda as Dr Ed will tackle these issues and much more during his presentation.  He will also discuss current economic conditions, and provide an economic forecast for both the remainder of 2016 and 2017.

If You Don’t Know Where You are Going, 
Even Your GPS Can NOT Get You There!

(The MUST of profitability is EFFECTIVENESS)

Presented by Chuck Wilson

Principal
Banking Industry Group, Inc.
cwilson-bigi@att.net
bankingindustrygroup.net

This session will provide Insights, a Few NEW Ideas and Best Practices of the MUSTS of EFFECTIVENESS in PROFITABILITY including the only two (2) KNOWN ways of Growing Profitable Revenue; All customers are NOT Equal; There MUST be a Focus on R E A (these these letters are the MUSTS) of Households;  Active Involvement in the RIGHT Community Events; Strategies for Providing a Higher Level of Customer Service; 3 PLUS Components of Conversational Selling by ALL Employees; Management and entire bank Team Effectiveness; Plus a few examples for Tracking, Measuring, Reporting and Communicating RESULTS.