Future Branches Austin 2024
December 04 - 06, 2024
Marriott Austin Downtown, TX
Day Three: The Future of Finance and What it Means for Your Branch Network
There has never been a time when retail banks and credit unions needed to differentiate themselves from incredibly stiff competition more than today. Outside of the competition they face from each other, there are also many small agile companies that just solve one piece of the banking puzzle that are coming in the industry to take interactions away from them. Listen to today's speakers and panelists and hear how they are thinking more strategically about the future.
8:00 am - 8:40 am
Continental Breakfast
8:40 am - 8:50 am
Welcome Remarks
Elizabeth Robillard -
Event Director,
Future Branches
8:50 am - 9:00 am
Chairperson’s Opening Address
If you are interested in presenting during this time, please contact Harvey Golub at 646-200-7524
9:00 am - 9:40 am
Future Branches BANK TANK: What’s Next in Branch Innovation?
James Garvey -
CEO,
Self Lender
Justin Frankel -
CEO,
Bayside Corporation
Join us as we talk with and learn about two different types of game changing technology. They will share their views on how traditional financial institutions can begin to look at innovating and taking risks in a different way. Then they will discuss how their tech specifically is revolutionizing the finance world. They will then take questions; then after, you’ll get to decide who the next game changer is in the finance world is during a live app poll!
1.James Garvey, CEO, Self Lender
2.Justin Frankel, CEO, Bayside Corporation
Moderated By: Elizabeth Robillard, Program Director, Future Branches
9:40 am - 10:05 am
Keynote: Keeping Afloat During M&A: Bringing New Branches Under Your Brand Umbrella
Chuck Frederick -
Director of Retail and Small Business Banking,
Midland States Bank
•What are strategies for getting branch updates to the market faster?
•How can you make sure that new updates aren’t already outdated by the time you release them?
•Can you be more project management oriented or work more agile?
•Is there a way to come reengineer your processes that cut down on project time lines without cutting corners?
•Can you make your updates adaptable in case they don’t work or in case technology catches up with them?
•Given the large, physical nature of a branch, is it possible to make a change quickly? Or will they always lag behind the times?
10:05 am - 10:40 am
PANEL REMIX: Driving Operational Efficiency Through Digitization in Branch
Kelly Hofheins -
VP Member Experience,
Mountain America Credit Union
Randy Bresee -
Vice President of Member Experience,
Rivermark Community Credit Union
Vernon Williams -
Vice President, Retail Banking,
Bethpage Federal Credit Union
•What technology can you implement to cut down on customer wait time?
•What are some of the ways you can make your employees jobs easier?
•How can you more effectively manage customer data and profiles so that you can help them easier? Can you see who your customer is across multiple platforms- digital and offline?
•Can you automate any of your routine back office processes to free up time for your employees to complete more difficult transactions?
•If you are opening a new branch, or bringing one under your brand umbrella, are their inefficient processes you can shake out while you make changes?
10:40 am - 10:50 am
PANEL REMIX Part Two: Driving Operational Efficiency Through Digitization in Branch
After 35 minutes of hearing from the panelists, audience members will be asked to discuss a related follow up question in small groups for 10 minutes
10:50 am - 11:25 am
Morning Refreshment & Networking Break
11:25 am - 11:45 am
Fireside Chat: Developing The Ideal Profile for Potential Universal Employees
Deanna Blaise -
SVP Director Retail Strategy, North American Strategy,
Rabobank
•Understanding the role you are hiring for and what the goal of it is
•Deciding what skills make the most sense for that person to have and developing a profile for the right candidate
•Figuring out that this role might require a different kind of skillset and thus not necessarily be right for a seasoned bank teller
11:45 am - 12:15 pm
Future Branches Wrap-Up Session—Top Take-aways in 30 Minutes
With three days filled with sessions, how can you ensure that you walk away with a few “golden nuggets” to take back to your organization? This session will help synthesize some of the key take-aways and provide you with a customer experience toolkit to implement upon your return to the office.
12:15 pm - 1:45 pm
Closing Lunch
2:00 pm - 3:30 pm
Start of Site Tours *SOLD OUT*
Rene Alfaro -
SVP, Financial Center Network Leader,
Broadway Bank
Karen Mawyer -
Senior Executive Vice President, Chief Sales and Service Executive,
Broadway Bank
Site Tour A: UFCU Mueller Branch
Join fellow attendees at this BRAND NEW UFCU branch that is now completely teller-less. If you’ve been trying to figure out how to make the teller-less model work for you, this is a tour you need to be on!
*SOLD OUT*
Site Tour B: b8ta Store
Learn about this store designed for discovering,
trying, and buying new tech products and then
of course, explore the store and try out some
products yourself!
*SOLD OUT*
Site Tour C: 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.
Tour Led By:
Rene Alfaro, Financial Center Network Leader, SVP, Broadway Bank
Karen Mawyer, Senior Executive Vice President, Chief Sales and Service Executive Broadway Bank
*SOLD OUT*
Karen Mawyer
Senior Executive Vice President, Chief Sales and Service ExecutiveBroadway Bank