Program | Bank Marketing Conference

7:00 AM – 5:15 PM

Conference Registration

7:30 AM – 8:00 AM

Power Breakfasts

8:00 AM – 9:00 AM

General Session

9:00 AM – 9:15 AM

Brand Slam Awards

9:15 AM – 10:15 AM

Meet-up in the Hub

10:15 AM – 11:00 AM

Breakout Sessions III

11:15 AM – 12:00 PM

Breakout Sessions IV

12:00 PM – 1:15 PM

General Session

Lunch will be served.

1:15 PM – 2:00 PM

Dessert in the Hub

2:00 PM – 3:00 PM

General Session

3:00 PM – 3:45 PM

Meet-up in the Hub

3:45 PM – 4:30 PM

Breakout Sessions V

4:45 PM – 5:30 PM

Breakout Sessions VI

5:30 PM – 6:30 PM

Monday Evening Reception

7:00 AM – 12:00 PM

Registration

7:45 AM – 8:30 AM

Power Breakfast

Insight-driven Campaigns Deliver Proven ROI
Sponsored by Alkami

What if you could generate revenue with a marketing campaign that takes minutes to set up? You can. It's all about using insights derived from transaction data to illuminate a specific, targeted audience, allowing for revenue-driving marketing campaigns that are relevant and hyper-personalized. Learn from a panel of industry leaders on how they have transformed marketing from a cost center into a profit powerhouse with account holder insights.

• Cayla Keyes, VP, Retail Sales Manager, INB, National Association
• Allison Cerra, CMO, Alkami

Moderator:

• Ben Udell, SVP, Client Experience, Lake Ridge Bank

Keep Your Customers Coming Back
Sponsored by Kasasa

The primary financial institution relationship is being lured away by fintech apps – displacing value banks provide. In this session, learn innovative ways to win the hearts, minds and wallets of your customers. Learn how to become your customers’ primary financial institution, and how to do so in a way that drives volumes of low-cost core deposits.

• Vennesa Van Ameyde, COO, Kasasa

8:45 AM – 9:30 AM

Big Idea Sessions

Track: Ideation & Revenue Generation
The Truth About Your Small Business Marketing Efforts

Hear from an accomplished panel of business owners as they reveal their banking behaviors and decision-making processes. Learn how they choose one financial institution over another, the role the banker plays and what might make them leave their current bank. Hear what these business owners think about direct mailers, social media ads and more.

Moderator:

• Sean Hockenbery, President and CEO, Financial Marketing Solutions 

Track: Digital Marketing & Social Media
Digital Customer Experience & Personalization

Data-driven insights are key to providing a great customer experience (CX). This session will focus on digital transformation by reviewing the challenges that banks face in their digital strategy. The focus will be on 2023 digital trends, and how you can use data to drive your content. Get tips and best practices for a modern CX — within your budget. 

• Christina Baker, Digital Strategy Team Lead, SilverTech 

9:30 AM – 10:30 AM

Break in the Hub

10:30 AM – 11:15 AM

Breakout Sessions

Track: Ideation & Revenue Generation
How to Grow Deposits without Overpaying 

In the battle for deposits, the market is more competitive than ever. Smart bankers understand that when high-rate deposits are coming in, low cost deposits are often going out. Learn to make data-based decisions and market carefully to customers that have the propensity to bring them more wallet share at a lower cost. In this session, get practical data-driven insights and tools to succeed when rates rise. 

• Tim Keith, CEO, Infusion

Harmonizing Compliance and Marketing: An Ongoing Social Media Story

Social media is at the heart of customer engagement, which means it is paramount that marketing and compliance work in tandem. Learn how one bank continually refines their strategies for the best outcomes. You’ll see how they work to bring marketing, compliance, sales and social media together into a cohesive and successful unit. Learn to resonate with your target audience while safeguarding your institution's reputation and integrity.

• Shelly Loftin, CFMP, Senior Director of Marketing and Sales Enablement, Arvest Bank
• Renee Huffaker, CPA, CRCM, Chief Compliance Officer, Arvest Bank

Moderator:

• Felicia Brown, CFMP, Chief Marketing and Communications Officer, First Farmers and Merchants Bank

Track: Marketing Leadership
Spend Less on Technology – The Customer View

Customers are the ultimate deciders in banking, so let’s hear what they think. This session will use the results of 280,000+ consumer and business interviews to evaluate some commonly held beliefs about banking tech. Delve into common industry assumptions through the customer lens.

• Corey Wrinn, Managing Director, Rivel, Inc.

11:30 AM – 12:30 PM

Closing Keynote

The Passion Effect: Peak Performance, Deep Connection & Transformation

Over the past year, nearly 9 out of 10 of employees admitted they lacked passion in the workplace, contributing to an alarming engagement level of just 33% nationwide. Individual stagnancy has led to fragmented workforces that are failing to connect, adapt and perform. Leaders must find the most effective way to create positive change that inspires growth, purpose-driven action and connection in both the individual and the organization. This session will offer actionable takeaways to inspire passion and turn it into a driving force for high performance, mental wellness and a thriving workplace culture.

• Sebastian Terry, Best Selling Author, TV Host, & Founder of the 100things Movement