Generate Leads. Develop Opportunities. Close Business.

Advance and re-engage prospects beyond the event. Find Out How »

What is Future Branches?

Digital banking has pushed the branch to a fundamental inflection point. Financial institutions must rethink, reimagine, and retool branches if they are to succeed.

Future Branches is the only conference that explores how leading financial institutions are revamping retail banking technology, retooling front line associates, and creating the branch and retail banking experience of the future.

Download Agenda

We created at least three times more leads than at any other conference we’ve exhibited at in recent memory.

Jim Schneider, President


I was very impressed with Future Branches 2017. I very much enjoyed the pace and the content of the conference, as well as the fantastic food and cocktail receptions.

Dawn Kenney, Assistant Vice President, Retail Operations Manager, Liberty Bank

Who Are Our Attendees?

Future Branches brings together senior financial services professionals responsible for retail banking technology, experience, and strategy. As Future Branches expands, we carefully curate our sessions and sponsors to maximize the time needed for new ideas and relationships to form at our event.


Learn About Sponsorship

2018 Speakers Included


Carl Schwab

Vice President, Branch Operations Projects and Training
Navy Federal Credit Union

Jeremy K. Balkin

Head of Innovation, Retail Banking & Wealth Management
How Technology Makes Our People More Human


Andres Cueto

Corporate Real Estate - Portfolio Director, South Texas and East Regions
BBVA Compass
Picking the In-Branch Technology That Works Best For Your Employees and Your Customers


Doug Sprecher

Senior Vice President - Branch and Consumer Sales Strategy
First Citizens Bank
Quick Wins for Your Branch Network


Ben Hopper

Vice President, Retail Strategy and Transformation
First Tennessee Bank
Keeping up with the Pace of Change


Nicole Sherman

SVP, Market Region Manager, Greater Puget Sound
A Look at Who Needs to Be Involved in Branch Transformation


Randy Bresee

VP Member Experience
Rivermark Community Credit Union
Are You Listening to Your Customers?


Rob Tomasino

Chief Operating Officer
A+ Federal Credit Union
Training and Developing Employees to Become Universal Tellers


Kelly Hofheins

VP Member Experience
Mountain America Credit Union
Bringing Customer Feedback into Your Branch Decisions


Colleen Vukelic

Vice President, Director, North American Sales and Service Platforms and Channel Migration
BMO Financial Group
Educating Your Biggest Asset On What’s New In Branch


Mark Duncan

Director of Branch Channel Development
Citizens Bank
Branch Transformation for Many Generations


Carol A. Sexton

First Vice President, Head of Retail Banking
Cambridge Savings Bank
Conversation Quality – The Cambridge Savings Bank Experience

What You'll Learn

Educating Your Customer On What’s New In Branch

While making updates to your branch staff and technology is paramount to the continued success of your branch, you can’t forget to update your customers on the things you have changed, especially if you’ve gone from having a full teller line to going completely teller-less. They might not understand some of the changes you’ve made and need new technology to be explained to them. How is your staff going to help them through this transition? Join this session to hear how BMO has solved this problem.

  • Colleen Vukelic, Vice President, Director, North American Sales and Service Platforms and Channel Migration, BMO Financial Group

The Ultimate Balancing Act: Man Vs. Machine

Your institution has to find a way to balance the convenience of technology and the desire for customers to have self service while maintaining the human element that makes customer feel a connection to your brand. Keeping things impersonal will give a customer no reason to stick with your company if they are offered a better deal somewhere else. Also, there are still plenty of baby boomer customers who complete transactions in branch and despite the fact that millennials like to do things online, they still like to talk to branch employees about more complex things, like loans or investing.

  • Greg Peter, Head of Store Strategy and Transformation, TD
  • Derrick Harris, VP of Branch Operations and Items Processing, PenFed
  • Carl Schwab, Vice President, Branch Operations Projects and Training, Navy Federal Credit Union
  • Ann-Marie Katzer, Vice President-Retail Sales and Service, American Eagle Financial Credit Union
  • Speaker to be named, Glory

Picking the In-Branch Technology That Works Best For Your Employees and Your Customers

Avoiding bright shiny object syndrome is the name of the game in branch banking today. It’s easy to get caught up in the excitement of a new piece of tech, but you must think first about how tech can be useful for your customers. In this panel, you’ll learn how to avoid falling into the most common branch strategy traps.

  • Andres Cueto, Corporate Real Estate - Portfolio Director, South Texas and East Regions, BBVA Compass
  • Steve Previs, VP of Retail Transformation, Digital Experience, PNC
  • Jeff Majka, IT Business Relationship Manager, M&T Bank

Who Attends Future Branches

Branch transformation is critical for all financial services companies. Our attendees represent all aspects of financial services in America, from large banking institutions to community credit unions.


Why Attend Future Branches?

Bridge the Gap

Bring teams from across your organization together under one roof to focus on integrating the branch into your omnichannel strategy, thus streamlining the customer experience

Get Inspired

Learn more about using analytics to re-evaluate your footprint, defining what your customers want from a branch & retail banking experience, reimaging your staffing model and picking the best in-store technology from top branch innovators

 Have Fun

Curated presentations, roundtable discussions, panels and 10+ hours worth of networking functions will ensure meaningful engagement, a variety of learning formats and plenty of chances to make new friends

500 East 4th St Austin, TX 78701
Website | (512) 482-8000