Forum 2017 Schedule

Please note: You can attend any breakout sessions you like, and you do not need to sign up for them in advance.

Forum 2017 Full Agenda

Wednesday, May 17th

7:30 am

Registration Desk Opens

The Forum 2017 registration desk is located on Level 4 of the Cosmopolitan conference center, next to the Belmont Ballroom. The registration desk will remain open until 6:30 pm.

9:00 am

WORKSHOPS

Digital Marketing Workshop: How To Build Your Strategy & Make the Shift

jim_pannos
Location: Mont Royal 1 & 2 (Level 4)

• Jim Pannos, CEO at Pannos Marketing
• Michael Carroll, SVP/Marketing and Communications Officer at Dean Bank
• Jason Dias, Owner & Chief Creative Officer at Eloquent Online

Digital marketing is changing the way financial institutions reach new customers. Is your strategy adapting to the changing ways that consumers now shop for financial products? This fast-paced, hands-on session will bring together all the necessary components of a successful digital marketing strategy, and show you best practices for developing an ROI-focused approach.

(Sponsored by Pannos Marketing.)

Growth Strategies Workshop: Aligning Marketing and Execution to Increase Profitability

sean_payant
Location: Nolita 1 (Level 4)

Dr. Sean C. Payant, Chief Consulting Officer at Haberfeld Associates

Aligning marketing initiatives and execution is critical to the overall success of your financial institution. In this informative workshop, you will learn proven, data-driven strategies to significantly increase accountholder acquisition, growth, and profitability. Learn the best practices today’s banking providers use to successfully tackle accountholder growth and engagement. This workshop will show you how to optimize your product strategies, policies and procedures, and sales processes to remove barriers to account acquisition. You will also learn effective, multi-channel targeted marketing strategies that yield superior performance.

(Sponsored by Haberfeld Associates.)

Strategic Planning Workshop: Finding Your Blue Ocean Strategy

zunaira_munir
Location: Nolita 2 (Level 4)

Dr. Zunaira Munir, Senior Expert in the Global Blue Ocean Strategy Network

Lasting success comes not from battling competitors in an already crowded marketplace, but by creating a “blue ocean” of opportunity — a new, untapped new space ripe for growth. That’s the driving principle behind the Blue Ocean strategy.

Based on the international bestseller that has sold more than four million copies, this approach is built on a decade-long study of more than 150 strategic moves spanning over 30 different industries. This rich, multi-media workshop includes interactive exercises that will give participants a practical jumpstart on developing their own Blue Ocean strategy.

(Sponsored by MARQUIS.)

12:00 pm

LUNCH

Lunch Provided for Workshop Attendees

1:00 pm

WORKSHOPS

Onboarding & Cross-Selling Workshop: Winning Tactics for Community Institutions

michael_browning
Location: Mont Royal 1 & 2

Michael Browning, CEO at Onovative

You know it’s essential to connect with new account holders in their first 90 days, but most institutions aren’t doing enough to target them. A successful cross-selling strategy hinges on delivering the right offers at the right time. In this three-hour workshop, you will learn how to up your game with a cross-selling strategy that increases your share-of-wallet and accelerates the profitability of both new and current account holders.

(Sponsored by Onovative.)

Brand Strategy Workshop: Differentiating in a Sea of Sameness

gina_bleedorn
Location: Nolita 1 (Level 4)

Gina Bleedorn, Chief Experience Officer at Adrenaline

Brands today face an existential challenge: innovate or die. Today’s brands can’t hide — consumers demand transparency and a brand’s ability to adapt to consumer expectations is critical to their success. It is survival of the fittest, and only those brands that can create meaningful connections and provide tangible value to their audiences will be the ones that survive. Branding in the financial industry presents an even greater challenge: consumer engagement is low and differentiation is near impossible.

(Sponsored by Adrenaline.)

Loan Growth Workshop: Growing Loans in the Digital Age

stephen_nikitas
Location: Nolita 2 (Level 4)

Stephen Nikitas, Senior Strategy Director with Harland Clarke

The ultimate goal of any loan marketing program is to generate more credit applications from quality customers as cost-effectively as possible. In this workshop, you will learn how to market lending products to both current account holders and new prospects in ways that will generate the highest ROI for your financial institution. Take loan marketing to a higher level — learn the strategies and proven techniques that will most efficiently achieve the best results in your future loan acquisition campaigns.

(Sponsored by Harland Clarke.)

Branch Design Workshop: Crafting Your Branch Experience in an Omni-Channel World

anthony_burnett
Location: Nolita 3 (Level 4)

Anthony Burnett, Customer Experience Director at LEVEL5

Transactional efficiency is being displaced by a customer experience that drives engagement and grows market share. Study after study proves that when consumers need loans and credit-based products, they prefer face-to-face human interaction in a branch.

In this workshop, you will learn how to construct an omni-channel branch experience — one that drives results by making emotional connections with both consumers and your community. This workshop brings substantive clarity and purpose to branches, and includes a step-by-step plan that produces returns for stakeholders.

(Sponsored by LEVEL5.)

4:00 pm

KEYNOTE

Opening Keynote: Ray Davis, Chairman of Umpqua Bank

Location: Gracia Ballroom (Level 3)

Ray Davis pioneered a customer-centric banking strategy and culture that has not only transformed his organization, but challenged the entire industry as well. Davis reimagined the customer experience and delivery model, completely reinventing what a bank looks like, how it operates, and how it engages the communities it serves. Since 1994, when Davis first joined as CEO, Umpqua Bank has grown from six locations with $140 million in assets to more than 330 locations with $24 billion in assets.

5:00 pm

RECEPTION

Forum 2017 Exhibit Hall Grand Opening

Thursday, May 18th

7:30 am

Registration Desk Opens

The Forum 2017 registration desk is located on Level 4 of the Cosmopolitan conference center, next to the Belmont Ballroom. The registration desk will remain open until 6:30 pm.

7:30 am

BREAKFAST

Complimentary Espresso & Networking Breakfast

Enjoy a full breakfast in the Forum 2017 Exhibit Hall, courtesy of Third Degree Advertising. You can also pick up complimentary espresso beverages in the center of the exhibit hall, courtesy of Weber Marketing Group and Codigo.

8:30 am

KEYNOTE

Featured Keynote: Eric Ryan, Co-Founder & Chief Brand Architect of Method

Location: Gracia Ballroom (Level 3)

Eric Ryan definitely knows what it takes to stand out in a price-sensitive category dominated by a handful of big players. Ryan has created one of the world’s most admired and respected brands — Method, with 200 different cleaning products in four continents.

eric_ryan_soapMuch like soap, banking is one of the most commoditized industries around — everyone basically says and sells the same things. That’s why the message that Ryan has for financial marketers is so relevant. By fusing his passion for style and design with the strategic principles of brand building, Ryan explains why you need to put culture before process, and shares the secrets of differentiation in a commoditized and ultra-competitive industry.

9:30 am

CONCURRENT SESSIONS

Concurrent Breakout Sessions

How to Transform a Traditional Community-Based Institution Into a National Digital Bank
Main Stage – Gracia Ballroom (Level 3)
• Carie Kelly, AVP/Direct Channel Manager at Radius Bank
• Jeff Nowicki, AVP/Partnership and Product Manager at Radius Bank
Note: This session will be recorded, and will be repeated Friday at 1:15 pm.

Acquisition Strategies: Getting Consumers to Make the Switch
Castellana Ballroom (Level 3)
• Jim Dellavilla, Chief Client Officer at Catalyst
Note: This session will be repeated Thursday at 2:45 pm.

Marketing Strategies for Loan Growth in an Omni-Channel World
Mont Royal 1 (Level 4)
• Kesna Lawrence, Chief Data Scientist at Deluxe
Note: This will be repeated Friday at 1:15 pm.

Using Marketing Metrics and Media Models to Optimize Your Strategic Plan
Mont Royal 2 (Level 4)
• David Kerstein, President at Peak Performance Consulting Group
• Marilois Snowman, CEO of Mediastruction

Harnessing the Power of Data Analytics to Achieve Strategic Brand Alignment
Nolita 1 (Level 4)
• Mark Weber, CEO and Founder at Weber Marketing Group
• Martin Kelly, SVP/CMO at Firefly Credit Union
Note: This session will be repeated Thursday at 11:00 am.

Proven Strategies to Shape Your Institution’s Culture
Nolita 2 (Level 4)
• Jim Perry, Senior Strategist at Market Insights
Note: This session will be repeated Friday at 1:15 pm.

Creating 1-to-1 Engagement With Personalized Video
Nolita 3 (Level 4)
• Jim Dicso, President & CRO at SundaySky

10:30 am

BREAK

Networking Refreshment Break in the Exhibit Hall

Enjoy complimentary coffee, tea, soda, snacks and other refreshments in the Forum 2017 Exhibit Hall, courtesy of Documatix.

documatix

11:00 am

CONCURRENT SESSIONS

Concurrent Breakout Sessions

7 Human Behavior Hacks That Increase Engagement and Response Rates
Main Stage – Gracia Ballroom (Level 3)
• Nancy Harhut, Chief Creative Officer at Wilde Agency
Note: This session will be recorded, and will be repeated Friday at 2:45 pm.

Advanced Search Strategies That Go Beyond SEO and PPC
Castellana Ballroom (Level 3)
• Wil Reynolds, Director of Digital Strategy at Seer Interactive

Creating Insanely Effective Marketing Campaigns by Embracing the Power of Experimentation
Mont Royal 1 (Level 4)
• Pete Koomen, Co-Founder and CTO at Optimizely
Note: This session will be repeated Thursday at 2:45 pm.

The Financial Marketer’s Guide to Picking the Right Marketing Automation Platform
Mont Royal 2 (Level 4)
• Robert McKinnon, Practice Leader/Financial Services at SiriusDecisions
Note: This session will be repeated Thursday at 2:45 pm.

Harnessing the Power of Data Analytics to Achieve Strategic Brand Alignment
Nolita 1 (Level 4)
• Mark Weber, CEO and Founder at Weber Marketing Group
• Martin Kelly, SVP/CMO at Firefly Credit Union
Note: You can also attend this session earlier Thursday at 9:30 am.

How to Overcome the Three Biggest Disconnects in Banking
Nolita 2 (Level 4)
• Craig McLaughlin, Founder/CEO at Extractable

Leveraging Financial Education to Grow Relationships
Nolita 3 (Level 4)
• Steve Rice, EVP at EverFi

12:00 pm

LUNCH

Networking Luncheon in the Exhibit Hall

A full lunch and complimentary beverages will be served for all attendees in the Forum 2017 Exhibit Hall, courtesy of Extractable.

extractable

12:45 pm

DESSERT

Dessert in the Exhibit Hall

Satisfy your sweet tooth and enjoy complimentary refreshments in the Forum 2017 Exhibit Hall courtesy of Banzai.

banzai

1:15 pm

7 IN 7

7-in-7 General Session in the Gracia Ballroom on Level 3

Seven of your peers share the big ideas that produced their biggest results — seven ROI-generating tips, presented in seven minutes each. To see who will be presenting, please click the button below.

7-in-7 Speakers

2:15 pm

BREAK

Networking Refreshment Break in the Exhibit Hall

Enjoy complimentary coffee, tea, soda, snacks and other refreshments in the Forum 2017 Exhibit Hall, courtesy of Documatix.

documatix

2:45 pm

CONCURRENT SESSIONS

Concurrent Breakout Sessions

Creating Insanely Effective Marketing Campaigns by Embracing the Power of Experimentation
Main Stage – Gracia Ballroom (Level 3)
• Pete Koomen, Co-Founder and CTO at Optimizely
Note: This session will be recorded. You can also attend this session earlier Thursday at 11:00 am.

Building Powerful Brand Strategies: Taking a Fresh Approach
Castellana Ballroom (Level 3)
• Tim Bennett, Chief Brand Officer at TDECU

Rethinking Growth Metrics and Digital Marketing ROI in a Mobile-First World
Mont Royal 1 (Level 4)
• Joe Meier, Principal Analytical Lead at Google

The Financial Marketer’s Guide to Picking the Right Marketing Automation Platform
Mont Royal 2 (Level 4)
• Robert McKinnon, Practice Leader/Financial Services at SiriusDecisions
Note: You can also attend this session earlier Thursday at 11:00 am.

Acquisition Strategies: Getting Consumers to Make the Switch
Nolita 1 (Level 4)
• Jim Dellavilla, Chief Client Officer at Catalyst
Note: You can also attend this session earlier Thursday at 9:30 am.

How Regions Bank Drives Revenue Through Social Media
Nolita 2 (Level 4)
• Melissa Musgrove, VP/Head of Social Media at Regions

Personalized Cross-Selling: How to Increase Engagement Through Extreme Personalization
Nolita 3 (Level 4)
• David Sosna, CEO & Co-Founder at Personetics

4:00 pm

FORUMX

ForumX General Session in the Gracia Ballroom on Level 3

Three short, high-level strategic presentations from notable experts, focused on what you need to do to prepare yourself and your institution for the future.

ron_tite

Ron Tite, Branding & Creativity Expert

Ron Tite is an award-winning advertising executive who has worked with many of the world’s most respected brands, including Microsoft, Kraft, Johnson & Johnson, Volvo, Hershey and Xerox. He is one of the most highly rated (and funny) speakers in the world on the subjects of creativity, innovation and corporate strategy. In his humorous and insightful speech, Ron will help financial marketers craft content that truly resonates in today’s Expression Economy.

don_macdonald

Don MacDonald, CMO at MX

Don MacDonald joined MX as the company’s first Chief Marketing Officer, bringing with him more than 25 years of experience in communications, product development and strategy for companies including Intel, Fiserv and Qualcomm. He spent two decades at Intel building the brand to be the 5th most valuable in the world. In 2008, MacDonald joined Fiserv as CMO, focusing on refining the organization’s brand and product strategies, delivering strategic and market insights to help financial institutions across North America.

kelly_mcdonald

Kelly McDonald, Marketing Expert and Best-Selling Author

Kelly McDonald is considered one of the nation’s top experts in multicultural marketing and consumer trends, helping brands such as Toyota, State Farm, Nike and Harley-Davidson target niche segments. She is the best-selling author of two books, and Advertising Age has twice named her company one of the top ad agencies in the U.S. Kelly will help you understande the importance of embracing diversity marketing, and why your institution must tailor both its products and messages in ways that acknowledge consumers’ socio-cultural differences.

5:00 pm

RECEPTION

Forum 2017 Attendee Networking Reception - Exhibit Hall

Register now, before it's too late!

The Financial Brand Forum 2017 kicks off May 17th. Don’t wait, time is running out!

Friday, May 19th

7:30 am

Registration Desk Opens

The Forum 2017 registration desk is located on Level 4 of the Cosmopolitan conference center, next to the Belmont Ballroom. The registration desk will remain open until 5:30 pm.

7:30 am

BREAKFAST

Complimentary Espresso & Networking Breakfast

Enjoy a full breakfast in the Forum 2017 Exhibit Hall, courtesy of PWCampbell. You can also pick up complimentary espresso beverages in the center of the exhibit hall, courtesy of Weber Marketing Group and Codigo.

9:00 am

FORUM U

Forum University: Dr. Tina Seelig, Professor at Stanford University

Location: Gracia Ballroom (Level 3)

tina_seelig_bookDr. Tina Seelig teaches courses on creativity, innovation, and entrepreneurship at Stanford. She is also a faculty director of the Stanford Technology Ventures Program. She earned her Ph.D. in Neuroscience from Stanford University. Over the course of her career, she has written 17 books, and is one of the world’s foremost authorities on the subjects of creativity and innovation.

In this keynote presentation, Dr. Seelig will teach you a set of tools that anyone can use to unlock their “Innovation Engine.” Demystify the creative process and learn the scientific methods that will allow you to unleash your true innovation potential and cultivate creativity across your organization.

9:45 am

FORUM U

Forum University: Dr. Jonah Berger, Professor of Marketing at Wharton

jonah_berger_bookLocation: Gracia Ballroom (Level 3)

Dr. Jonah Berger the Professor of Marketing at the Wharton School at the University of Pennsylvania, where he teaches courses on customer behavior. Dr. Berger earned his PhD in marketing from the Stanford University Graduate School of Business, and has spent more than 15 years studying consumer psychology and decision making. He is a best-selling author, and has been widely published in the world’s most respected and influential business journals.

In this featured keynote presentation, Dr. Berger will explore the forces that secretly control the choices we make every day. He blends business strategy, human psychology and social science to remove the cloak of invisibility from the external factors that influence people’s decisions, equipping you with practical tools to shape consumer choices and drive growth. This is a must-see presentation for anyone responsible for persuading others to take action.

10:30 am

BREAK

Networking Refreshment Break in the Exhibit Hall

Enjoy complimentary coffee, tea, soda, snacks and other refreshments in the Forum 2017 Exhibit Hall, courtesy of Alkami.

alkami

11:00 am

CONCURRENT SESSIONS

Concurrent Breakout Sessions

Customer Experience Marketing Strategies for the Modern CMO
Main Stage – Gracia Ballroom (Level 3)
• Chris Snook, Author of “Digital Sense”
Note: This session will be recorded, and will be repeated Friday at 2:45 pm.

How Predictive Analytics Can Deepen Customer Relationships
Castellana Ballroom (Level 3)
• Steven Ramirez, CEO at Beyond the Arc
Note: This session will be repeated Friday at 1:15 pm.

Rewarding Employees to Build an Internal Branded Culture
Mont Royal 1 (Level 4)
• Shelly Loftin, Chief Marketing Officer at Bear State Bank

Leveraging Social Media Channels to Advertise Financial Products and Services
Mont Royal 2 (Level 4)
• Meredith Olmstead, Founding Partner at SocialStairway
Note: This session will be repeated Friday at 1:15 pm.

Winning Small Business Banking Relationships
Nolita 1 (Level 4)
• Bill Handel, VP/Research & Development at Raddon Financial Group

Paid to Play: Creating Engagement and Rewarding Your Own Social Media Community
Nolita 2 (Level 4)
• Ed Boyle, Managing Director of Fidor Americas at Fidor
Note: This session will be repeated Friday at 1:15 pm.

Lessons From The World’s Digital UX Leaders
Nolita 3 (Level 4)
• Dave DeFazio, Partner at StrategyCorps
Note: This session will be repeated Friday at 1:15 pm.

12:00 pm

LUNCH

Networking Luncheon in the Exhibit Hall

A full lunch and complimentary beverages will be served for all attendees in the Forum 2017 Exhibit Hall, courtesy of Unibind.

2017_unibind

12:45 pm

DESSERT

Dessert in the Exhibit Hall

Satisfy your sweet tooth and enjoy complimentary refreshments in the Forum 2017 Exhibit Hall courtesy of IMN.

imn

1:15 pm

CONCURRENT SESSIONS

Concurrent Breakout Sessions

Leveraging Social Media Channels to Advertise Financial Products and Services
Main Stage – Gracia Ballroom (Level 3)
• Meredith Olmstead, Founding Partner at SocialStairway
Note: This session will be recorded. You can also attend this session earlier Friday at 11:00 am.

The ROI of Digital Onboarding
Castellana Ballroom (Level 3)
• Michael Balsimo, Former VP/Marketing Officer at Peoples Bank

How to Transform a Traditional Community-Based Institution Into a National Digital Bank
Mont Royal 1 (Level 4)
• Carie Kelly, AVP/Direct Channel Manager at Radius Bank
• Jeff Nowicki, AVP/Partnership and Product Manager at Radius Bank
Note: You can also attend this session Thursday at 9:30 am.

How Predictive Analytics Can Deepen Customer Relationships
Nolita 1 (Level 4)
• Steven Ramirez, CEO at Beyond the Arc
Note: You can also attend this session earlier Friday at 11:00 am.

Proven Strategies to Shape Your Institution’s Culture
Nolita 2 (Level 4)
• Jim Perry, Senior Strategist at Market Insights
Note: You can also attend this session Thursday at 9:30 am.

Lessons From The World’s Digital UX Leaders
Nolita 3 (Level 4)
• Dave DeFazio, Partner at StrategyCorps
Note: You can also attend this session earlier Friday at 11:00 am.

2:15 pm

BREAK

Networking Refreshment Break in the Exhibit Hall

Enjoy complimentary coffee, tea, soda, snacks and other refreshments in the Forum 2017 Exhibit Hall, courtesy of Alkami.

alkami

2:45 pm

CONCURRENT SESSIONS

Concurrent Breakout Sessions

Marketing Banking Products in an Image-Driven Culture
Main Stage – Gracia Ballroom (Level 3)
• Andrew Davidson, SVP/Chief Insights Officer at Mintel
Note: This session will be recorded.

7 Human Behavior Hacks That Increase Engagement and Response Rates
Castellana Ballroom (Level 3)
• Nancy Harhut, Chief Creative Officer at Wilde Agency
Note: You can also attend this session Thursday at 9:30 am.

Customer Experience Marketing Strategies for the Modern CMO
Mont Royal 1 (Level 4)
• Chris Snook, Author of “Digital Sense”
Note: You can also attend this session earlier Friday at 11:00 am.

Identifying and Implementing the Right Marketing Attribution Model
Mont Royal 2 (Level 4)
• Korey Thurber, Chief Data and Analytics Officer at Harte Hanks

Effective Merger Communications Strategies
Nolita 1 (Level 4)
• Rick Hall, Managing Director/Banking and Financial Services at BKM Marketing

Paid to Play: Creating Engagement and Rewarding Your Own Social Media Community
Nolita 2 (Level 4)
• Ed Boyle, Managing Director of Fidor Americas at Fidor
Note: You can also attend this session earlier Friday at 11:00 am.

Revitalizing the Overlooked Touchpoint in Your Omnichannel Strategy
Nolita 3 (Level 4)
• Brennie Conkle, VP/Customer Strategy at Invoca

4:00 pm

FORUMX

ForumX General Session in the Gracia Ballroom on Level 3

Three short, high-level strategic presentations from notable experts, focused on what you need to do to prepare yourself and your institution for the future.

brad_montgomery

Brad Montgomery

Brad Montgomery teaches business leaders how to use their internal culture to boost productivity, creativity, innovation and profits. Brad has inspired and energized audiences in all 50 states and on four different continents, using humor, interactivity and multimedia to ignite a sense of passion and purpose. His clients include Microsoft, Verizon, the FBI, the CIA and the IRS. Brad will show you how to take your financial institution to a higher level by creating and sustaining positivity, optimism and meaningfulness across your team.

roxanne_emmerich

Roxanne Emmerich, CEO of The Emmerich Group

Roxanne Emmerich is one of America’s most sought-after workplace transformation experts. As President and CEO of The Emmerich Group, Inc. she has worked with many of the financial industry’s biggest and most admired institutions, as well as clients including Merck, Pfizer, Allianz and Lockheed Martin. Roxanne’s book Thank God It’s Monday! was #1 on Amazon’s business bestseller list and was also listed as a best-seller by the Wall Street Journal. She has appeared on national media outlets like CNN, NPR, and CBS for her talent helping businesses get unstuck and achieve radically improved results.

Jim_Marous

Jim Marous, Co-Publisher of The Financial Brand

Jim Marous is one of the world’s foremost authorities on retail banking, financial services innovation and consumer trends. As an author and co-publisher of The Financial Brand, Jim advises on digital transformation, the customer experience, marketing strategies, retail delivery models, and mobile channels. Jim has been featured by CNBC, CNN, The Wall Street Journal, New York Times, The Financial Times, The Economist, and Forbes. He has delivered keynote presentations to audiences around the globe, and has also advised the White House on banking policy.

7:00 pm

RECEPTION

Forum 2017 After Party at the Chandelier Bar

Enjoy Friday night in Las Vegas networking with your peers at the Forum 2017 After Party, hosted in the spectacular Chandelier Bar on the east end of Level 2. This multi-story visual wonder features three unique bar experiences, encased in thousands of shimmering beads.

Enjoy an open bar until 9:00 pm courtesy of Salesforce.

Tip: Order the Chandelier Bar’s specialty drink called the Verbena. It’s a highly aromatic cocktail similar to a margarita. Eat the Szechuan button before sipping to take your taste buds on a roller coaster ride.