Amanda McKenzie

Be sure to join these interactive roundtable sessions and take a deep dive into the specific areas you came to discuss. Opportunities to sit and learn from executives like these do not exist elsewhere. Take control of your own event experience. 

Roundtable: Maximizing Retail Staff Potential and Time with Cross-Functional Support

-       Michael Koch, SVP, President – Region, Happy State Bank 

Roundtable: Strategies for Successful Mergers and Acquisitions

-       Tara Baker, AVP of Branches, All In Credit Union

Roundtable: Creating a Common Purpose and Culture in an Era of Remote Work

-       Amanda McKenzie, Vice President, Director of Human Resources, First United Bank & Trust

Roundtable: Using Branch WFM to Drive Sales and Enhance CX

-       Jackie Hudson, Global VP and General Manager, Verint

Roundtable TBD 

Some other possible topics are: 

Roundtable: Branch Hours Conversation 

Determining the right branch hours is a complex challenge for banks and credit unions striving to balance customer needs, employee satisfaction, and operational efficiency. This roundtable will dive into the strategies and considerations for optimizing branch hours across networks, ensuring minimal service disruptions, meeting customer expectations for convenience, and supporting staff while adapting to evolving banking habits. 

Roundtable: Career-Pathing and Retention 

In this roundtable, we will problem-solve around the increasing pressure to secure top talent and retain skilled employees in a rapidly evolving labor market. We will talk about strategies for identifying high-potential candidates, fostering employee growth through upskilling and engagement programs, and implementing long-term retention strategies that align with organizational goals while addressing evolving workforce expectations. 

Roundtable: Utilizing Your CRM Effectively to Meet Customer Needs 

A well-implemented CRM system is a powerful tool for understanding and meeting customer needs, but many banks and credit unions struggle to unlock its full potential. This roundtable will explore strategies for leveraging CRM data to personalize customer interactions, improve engagement, and drive loyalty, while also addressing common challenges like data integration, staff adoption, and aligning CRM capabilities with organizational goals. 

Roundtable: Incorporating Financial Literacy Programs into your Multi-Generational Engagement Strategy 

Financial literacy programs are a powerful way to engage customers across generations but integrating them effectively into your broader engagement strategy can be challenging. This roundtable will explore how banks and credit unions can design and implement financial education initiatives that resonate with younger audiences, support older generations, and foster long-term loyalty by addressing the unique needs of diverse age groups. 

Roundtable: Maneuvering Around Legacy Technology 

Legacy technology can hinder innovation, but financial institutions must find ways to adapt and thrive. This roundtable will explore practical strategies for navigating outdated systems, integrating modern solutions, and leveraging data to enhance operational efficiency and customer experience. Participants will share insights on overcoming common challenges, such as siloed data and limited system interoperability, while discussing how to future-proof their technology infrastructure for long-term success.