Retail Banking Seminar

Retail Banking Seminar

Friday, April 21, 2017
Central Penn College
600 Valley Road, Summerdale PA


To review program details and register by mail, please download the REGISTRATION BROCHURE

To register online, please complete the ONLINE REGISTRATION FORM

8:30am: Registration

9:00am: Trends & Directions in Retail Delivery Strategies for Today’s Community Bank
Speaker: Terrie Cloud, SVP, ICI Consulting, Inc.

In this session we will discuss how technology continues to expand exponentially as does the time needed to stay current with its associated complexity and sophistication. The impact on the financial space is no exception to this trend. From advancements in mobile banking and changes in payment streams, to behavior modeling and photo deposits, as well as the strong need for a millennial strategy, the developing trends and applications demand the attention of bank executives.

10:00am: Legal and Compliance Challenges/Issues Impacting New Retail Strategies: Digital Banking, Fintech & Data
Speaker: TBD

11:00am: Break

11:15am: Building Your Branch Transformation Plan: Aligning the People and Physical Components for Success
Speaker: Kevin Blair, President/CEO, NewGround

In this session we will discuss branch transformation and the future of the branch. It’s no longer as simple as it used to be: the center for transactions. Financial institutions are viewing their branches, now, as consultation centers, flagships for their brand and as a way to demonstrate their commitment to the communities they serve. Gone are the days of a cookie-cutter branch that looks like everyone else’s. Today, as in most every industry, the emphasis for financial institutions is on differentiation. The branch has become more than a building; it’s a physical manifestation of the brand. We will talk about how to align your people and the physical components of your branch to serve as a relationship-building center.

12:15pm: Luncheon

1:00pm: Leveraging Mobile & Social Technology to Acquire New Retail Markets
Speaker: Jeff Dayton, iBanking Product Analyst, Advanced Banking Group, COCC

This session will be an examination of the tools required to efficiently grow the digital channel, a look into how you can learn from your own experiences and the experiences of your colleagues.

2:00pm: Break

2:10pm: Comparing Branch Performance – Highlights from 2016 Branch Benchmarking Study
Speaker: Timothy Reimink, Managing Director, Crowe Horwath LLP

Understanding how well your branches are performing compared to peers is key to setting expectations and making decisions to optimize your branches. In this session Mr. Reimink will share observations and results from a 2016 Branch Benchmarking Study. Benchmarks for sales productivity, product balances, costs and operating practices will be discussed. Topics will include:

  • The relative performance of branches with universal bankers
  • The relative performance of rural versus urban branches
  • Leading operating practices
  • Trends over the last 10 years in productivity and product performance

Participants in this session will obtain key information useful in establishing strategy for branches, establishing operating practices and making branch investment decisions.

3:00pm: Adjournment


CEOs, COOs, Head of Retail, Branch Managers, Retail Banking Personnel, Branch Banking, and Marketing Managers


The PACB has a preferred rate at the Radisson Harrisburg Hotel, 1150 Camp Hill Bypass, Camp Hill, PA 17011. Please call 717-763-7117 and mention the PA Association of Community Bankers when making your reservation. (Space available basis only.)