Curriculum | Bank Marketing School

1 Hour

Sales & Marketing Alignment I

• Shelley Regin, CFMP, SVP, Marketing, Country Bank

1 Hour

Marketing ROI I

• Joann Marsili, CFMP, EVP, Chief Marketing & Digital Experience Officer, Fidelity Bank

4:00 PM – 5:00 PM

Hotel Check-In

4:00 PM – 5:00 PM

Registration

5:00 PM – 6:00 PM

Welcome and Team Building Exercise

6:00 PM – 7:00 PM

Welcome Dinner

7:00 PM – 8:00 PM

Welcome Reception

8:00 AM – 10:00 AM

Marketing Planning I

• Lance Kessler, CFMP, President, Lance Kessler & Associates – Marketing Consulting and Training

10:00 AM – 10:15 AM

Break

10:15 AM – 11:30 AM

How Banks Make Money

11:30 AM – 12:15 PM

Lunch

12:30 PM – 1:30 PM

How Banks Make Money

1:45 PM – 3:00 PM

Data & Analytics

• Hunter Young, Founder & President, HIFI Agency

3:00 PM – 3:15 PM

Break

3:15 PM – 4:30 PM

Data & Analytics

• Hunter Young, Founder & President, HIFI Agency

8:00 AM - 10:00 AM

Marketing Planning II

• Lance Kessler, CFMP, President, Lance Kessler & Associates – Marketing Consulting and Training

10:00 AM - 10:15 AM

Break

10:15 AM - 11:30 AM

Marketing ROI II

• Joann Marsili, CFMP, EVP, Chief Marketing & Digital Experience Officer, Fidelity Bank

11:30 AM - 12:15 PM

Lunch

12:30 PM - 2:30 PM

Marketing ROI II

• Joann Marsili, CFMP, EVP, Chief Marketing & Digital Experience Officer, Fidelity Bank

2:30 PM - 2:45 PM

Break

3:00 PM - 5:00 PM

Brand Intelligence

• AmberFarley, EVP, Brand Development, Financial Marketing Solutions

6:00 PM – 8:00 PM

Bowling & BBQ, Sponsored by FMS

Now’s your chance to show off those bowling skills! And if you bowl more gutter balls than strikes, we have tasty BBQ and refreshments that are right up your alley. Get ready for Bowling and BBQ, sponsored by our friends at FMS.

8:00 AM - 9:30 AM

Marketing Planning III

• Lance Kessler, CFMP, President, Lance Kessler & Associates - Marketing Consulting and Training

9:30 AM - 9:45 AM

Break

9:45 AM - 11:45 AM

Expanding Reach in Consumer Banking

• David Femi, SVP, Business & Professional Banking Regional Manager

11:45 AM - 12:45 PM

Lunch

12:45 PM - 1:45 PM

PR/Communications I

• Theresa Wendhausen, CFMP, VP & Branding & Communications Manager, First National Bank and Trust Company

1:45 PM - 2:00 PM

Break

2:00 PM - 4:30 PM

PR/Communications II

• Theresa Wendhausen, CFMP, VP & Branding & Communications Manager, First National Bank and Trust Company

4:45 PM - 5:30 PM

CFMP Exam Prep

8:00 AM - 9:45 AM

Sales & Marketing Alignment II

• Shelley Regin, CFMP, SVP, Marketing, Country Bank

10:30 AM - 10:45 PM

Break

10:45 AM - 12:15 PM

Marketing Risk Management

• Charles LeFevre, CRCM, Director of Compliance Operations, Kadince

12:15 PM - 1:00 PM

Lunch

1:15 PM - 3:15 PM

Content Marketing and Management

• Emily Schwartz, CFMP, 1st Assistant Vice President, Financial Education, MidFirst Bank

3:30 PM - 5:45 PM

AI In Action: Using Innovation to Build Value for You and Your Brand

• John Hanley, CFMP, Chief Experience Officer, Idaho First Bank

6:00 PM - 7:00 PM

Karaoke and Pizza Party, Sponsored by Pannos Marketing

It’s time to stretch your legs and your vocal cords! Bring your inner diva or rockstar to Karaoke and Pizza, sponsored by our friends at Pannos Marketing.

9:00 AM - 10:30 AM

Compliance and Marketing I

• Charles LeFevre, CRCM, Director of Compliance Operations, Kadince

10:30 AM - 10:45 AM

Break

10:45 AM - 12:15 PM

Compliance and Marketing II

• Charles LeFevre, CRCM, Director of Compliance Operations, Kadince

12:15 PM - 1:00 PM

Lunch

1:00 PM - 5:00 PM

Student Group Exercise

Collaborate with fellow students to create a marketing plan for a fictional bank, based on all the coursework you learned at the school.

8:00 AM - 10:15 AM

Student Group Presentations 

10:30 PM - 12:30 PM

Effective Marketing Leadership

• Lance Kessler, CFMP, President, Lance Kessler & Associates - Marketing Consulting and Training

12:30 PM

School Adjourns