Elizabeth Robillard

Portfolio Director Worldwide Business Research

As an Senior Conference Director at Worldwide Business Research, Elizabeth oversees the organization of three business conferences per year. Conference organization includes conducting extensive phone research with 60+ industry experts per event, using call notes to compile a three day conference program that encapsulates top research takeaways, confirming a roster of industry leading speakers for each program, working with our marketing team to write effective copy for all outbound marketing messages, coordinating with sales and logistics teams to ensure the best possible onsite experience and prepping for and running the live event. Most recently, she has joined the eTail team and along with co-producer Kristin Schoenstein, puts together eTail Palm Springs. The other events in her portfolio include Future Branches Austin & Boston. She currently lives in New York City with her cat Wednesday.

Day One- December 4th 2024

8:00 AM Welcome Remarks & Opening Ice Breaker

Elizabeth Robillard, Event Director, Future Branches

4:20 PM Fireside Chat: Setting Your Organization Up for Success in the AI Era

· Ensuring you’ve got the right data and tech stack in place to fuel the AI engine

· Consider the real world use of AI across your ecosystem and test and learn along the way

· Writing a code of conduct for working with systems like ChatGPT so your employees know how to use it

· Partner with compliance, security and fraud teams up front to overcome internal concerns as they come up

· Prioritizing investments given budgetary and time constraints

Day Two- December 5th 2024

8:00 AM Welcome Remarks

9:20 AM Fireside Chat: Prioritizing DE&I Efforts At Your Organization

· Best practices when it comes to going on this journey

· Educating and training your organization on some of these principles

· Overcoming potential pushback from individuals across the business

· Harnessing the power of ERGs and the value they bring to your organization

· Measuring the impact of DEI initiatives and maintaining enthusiasm for this work

2:20 PM Panel: The Never Ending Battle: Best Practices for Hiring and Onboarding the Frontline Staff

This topic delves into strategies aimed at attracting top talent and optimizing the hiring process to ensure organizations secure skilled professionals who align with their values and objectives. Moreover, it emphasizes creating a seamless onboarding experience that cultivates engagement, accelerates productivity, and establishes a solid foundation for long-term success within the fast-paced environment of financial services. During this panel, expect to hear:

· Writing up a job description that fully encapsulates the changed branch role

· Finding new sources of potential hires and better understanding the job market of your local area

· Onboarding new staff as thoroughly and efficiently as possible

· Staying agile in this processes, regularly reassessing and updating strategies

4:00 PM Future Branches Innovators Showcase and Awards Ceremony

Our fourth annual innovators awards will be your chance to nominate your fellow finance leaders who have succeeded in the categories of design, staffing and technology. Finalists, chosen by an independent panel of judges will be announced on the second day of the conference. Attendees will then be asked to vote for the winners for each category, who will then be awarded with a prize!

1. Outstanding Branch Design

2. Most Effective Branch Technology Implementation

3. Best Approach to Financial Education

Day Three - December 6th 2024

9:00 AM Welcome Remarks

Check out the incredible speaker line-up to see who will be joining Elizabeth.

Download The Latest Agenda