Future Branches 2017

December 04-December 06, 2017

Hyatt Regency Austin, TX

1 (888) 482.6012

Day Three: Breaking Down Your Internal Siloes: Transforming to a Customer First Mindset

For All Attendees

8:00 AM - 8:55 AM Continental Breakfast and Registration

8:55 AM - 9:00 AM Welcome Remarks

9:00 AM - NaN:NaN AM Chairperson’s Opening Address

*If you are interested in chairing this day, please reach out to Harvey Golub at Harvey.golub@wbresearch.com

It’s the dirty little secret – no – not the fancy new ad campaign or latest mobile solution – it’s all about the face of your credit union – the ladies and gentlemen that serve your members on the front lines each and every day – because after all, people are people, no matter how big or small your credit union. So, how do we capitalize on this untapped resource to make our marketing initiatives pay off in a big way? It is sometimes simpler than you think. Join me as we uncover practical ways to capitalize on both the strengths of your people and a keen marketing strategy to work in perfect harmony to enhance the share of wallet of your existing members while at the same time attract those new members that will bring future business to your organization.


Steve Langley

Senior Vice President Member Services, Chief Retail Officer
Schools Financial Credit Union

9:55 AM - 10:20 AM Fireside Chat: C-c-c-hanges! Facilitating Internal Change Management During Periods of Transition



10:20 AM - 11:00 AM PANEL: All That Glitters Isn’t Always Gold- Identifying the Technology that Makes Sense for Your Customer

Rik Kielbasa, Chief Digital Officer, Truliant Federal Credit Union Andres Cueto, SVP, Director of ATM Channel and Branch Strategy & Design, BBVA Compass
Buying the latest tools doesn’t necessarily mean they are right for your customer-how can you ensure you have an end-game when investing in tech?
Learning objectives include:
•Make sure you understand the needs of your business
•Taking care to invest in solutions, not gimmicks
•Investing in things that drive engagement, not just flashy things with no purpose


Rik Kielbasa

Chief Digital Officer
Truliant Federal Credit Union

Andres Cueto

SVP, Director of ATM Channel and Branch Strategy & Design
BBVA Compass

11:00 AM - 11:10 AM Vendor Innovation Spotlight

*If you are a cutting edge branch technology vendor interested in presenting a spotlight during this session, please contact Harvey Golub at harvey.golub@wbresearch.com

11:10 AM - NaN:NaN AM Morning Refreshment & Networking Break

11:40 AM - 12:00 PM Future Branches Wrap Up Session

Elizabeth Robillard, Event Director, Future Branches
Join event director Elizabeth Robillard for a 20 minute wrap up session of the conference. This is your chance to ask final questions, share feedback and meet with the last couple of people you might not have had the chance to meet.

Elizabeth Robillard

Event Director
Future Branches

12:00 PM - 12:50 PM End of Future Branches Session Content! Thanks for Joining!

12:50 PM - 3:05 PM Post Event Option One: Site Tours (VERY LIMITED SPACE)

Veronica Maxey, Sr. Manager, Branch Sales and Member Experience, University Federal Credit Union
OPTION ONE:

Stop One: University Federal Credit Union- Steck Avenue: University Federal Credit Union is a member-owned, not-for-profit cooperative. They strive to offer exceptional service & competitively priced, contemporary financial products to the greater Austin and Galveston communities. They are proud to be Austin’s largest locally owned financial institution.
Tour led by: Veronica Maxey, Sr. Manager, Branch Sales and Member Experience, University Federal Credit Union

Stop Two: Outside Industry: Yeti Flagship Store: Located just south of Lady Bird Lake and the Congress Bridge, YETI Flagship is housed in a fully restored, early 20th century building that’s seen its fair share of Austin history, including surviving the 1935 Austin flood that took out quite a bit of downtown. At YETI Flagship, you can check out YETI products in their element, and shop exclusive in-store customization options. Or swing by for one an event, from film screenings to porch concerts. But no matter what’s going on, you can always stop by to grab a cold beer or snack at the Barrr. The flagship store doesn’t just offer a hands-on experience for YETI fans, but it’s also a space for us to celebrate our passion for the wild and showcase our hometown pride. So stop in and say hi — we can’t wait to show you around.
Tour Led By: Tony Kaplan, ‎Director, Consumer Experience, YETI Coolers

OPTION TWO:

Stop One: Broadway Bank- Congress Avenue: Designed to offer the most innovative and convenient customer service, Broadway Bank ushers in a new era in banking with Austin Congress Avenue. Featuring work stations, a bistro complete with iPads and charging stations, a “Smart” ATM and night depository, this new Financial Center offers a portfolio of banking services including commercial real estate, business banking, private banking, wealth management and personal banking.

Stop Two: Outside Industry: Yeti Flagship Store: Located just south of Lady Bird Lake and the Congress Bridge, YETI Flagship is housed in a fully restored, early 20th century building that’s seen its fair share of Austin history, including surviving the 1935 Austin flood that took out quite a bit of downtown. At YETI Flagship, you can check out YETI products in their element, and shop exclusive in-store customization options. Or swing by for one an event, from film screenings to porch concerts. But no matter what’s going on, you can always stop by to grab a cold beer or snack at the Barrr. The flagship store doesn’t just offer a hands-on experience for YETI fans, but it’s also a space for us to celebrate our passion for the wild and showcase our hometown pride. So stop in and say hi — we can’t wait to show you around.
Tour Led By: Tony Kaplan, ‎Director, Consumer Experience, YETI Coolers


Veronica Maxey

Sr. Manager, Branch Sales and Member Experience
University Federal Credit Union

12:50 PM - 3:05 PM Post Event Option Two: ‘Southern Comfort Send Off’ Lunch

Join us at nearby Threadgills Restaurant for an informal closing lunch with your fellow attendees. Make sure to RSVP for this lunch as space will be limited! Please message Celeste.dayawon@wbresearch if you are interested in joining this lunch.

3:00 PM - 3:05 PM Anticipated End of Site Tours and ‘Southern Comfort Send Off’ Lunch