Jason VanSickle

Now is the time to take on new challenges, implement new products and programs, and invest in new opportunities – yet venturing into the ‘new’ can be fraught with dangers, from messy roll outs to lost chances, if there is not a solid infrastructure underpinning these initiatives. In this conversation, our panelists will talk about building the teams and processes that can make these forays into solid successes, all while being able to stay on top of the unexpected. This session will explore innovative strategies for revitalizing deposits, product lines, and customer acquisition, while making sure your people, processes, and tools are able to create the momentum required to get them off the ground. Discover how banks and credit unions are rethinking their approach to relationship banking, digital tools, and more in an effort to expand and mature. Gain practical takeaways to:  

• Identify low-cost and low risk opportunities for growth  
• Evaluate existing infrastructure when taking on new projects to make sure the organization is ready, and your people have the knowledge and training needed 
• Integrate new initiatives and products with existing product lines, processes and/or campaigns to enhance customer engagement and create a sense of interconnectedness 
• Set metrics to build in continuous assessment and improvement  

Attracting and retaining the right talent has never been more critical—or more challenging—in the evolving financial services industry. As customer expectations shift and digital transformation accelerates, banks need skilled, engaged employees who can deliver both innovation and exceptional service. This panel will explore strategies for identifying high-potential candidates, fostering career growth, reducing turnover, and creating a culture that keeps top talent invested. Industry leaders will discuss: 

• Hiring practices and questions that prioritize the right fit for your institution long-term 
• The role of leadership in employee engagement  
• Creating programs that help employees continue their career trajectory internally and foster long-term success 
• Making everyone at the organization responsible for employee retention and decreasing turnover