Erik Hale

Be sure to join these interactive roundtable sessions and take a deep dive into the specific areas you came to discuss. Opportunities to problem-solve with peers in real time are the best way to go home armed with solutions to put in place immediately. Take control of your own event experience!  

Roundtable 1: Strategies for Successful Mergers and Acquisitions  

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

Roundtable 2: Using Branch WFM to Drive Sales and Enhance CX 

• Jackie Hudson, Global Vice President and General Manager, Branch Workforce Solutions, Verint 

Roundtable 3: Evolving the In-Branch Experience: How Interactions are Changing and What it Means to the Future of Banking. 

• Kevin Poirot, Chief Strategy Officer, PWCampbell 

Roundtable 4: Face-to-Face Branch Conversations — Captured. Analyzed. Transformed Through AI

• Donald Beck, President and CEO, The MSR Group

Roundtable 5: Making the Marriage Work: Technology Integration and Member Experience in Financial Services M&A

• Erik Hale, VP of Sales, BusinessNext
• Nick Del Francia, Director, Business Development, BusinessNext

Roundtable 6: 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 7: Engage and Support Employees with AI & Technology in Training and Development

• Amy Ballard, AVP of Member Experience, 3River Federal Credit Union

Roundtable 8: Future Of Work: If AI Employees Can Handle Over 80% of The Frontline Call Center Volume, Should We Shrink The Human Workforce or Upskill Them

• Alok Kumar, Founder and CEO, Cozmo AI
• Nuha Hashem, Founder and CTO, Cozmo AI