Lisa Miller | Future Branches Austin

Future Branches Austin 2025

November 18 - 20, 2025

JW Marriott Austin, TX

Lisa Miller

Lisa Miller

Founder and CEO cuCoach
Lisa Miller
Lisa Miller is an executive coach and leadership consultant with over 20 years of experience in the financial industry. She is the founder of cuCoach, serving credit union leaders, and leads L A Miller Coaching, partnering with leaders across industries. Lisa specializes in building leadership bench strength, enhancing executive effectiveness, and guiding teams to higher performance.

Day 1: Growth By Design: Building Smarter For A Rapidly Changing Market

2:10 PM Panel: Deploying ITMs– Strategies for Success

As banks continue to evolve their branch networks, ITMs and video banking have emerged as critical tools for enhancing efficiency, expanding service hours, and improving customer experiences. But what does it take to successfully deploy these technologies? In this panel, retail banking leaders will share their experiences, lessons learned, and best practices for rolling out ITMs and video banking. From choosing the right locations to training staff and driving customer adoption, this discussion will help you navigate the challenges and opportunities of digital-first branch transformation. 

• Learn strategies for training staff and integrating these technologies into your branch operations 

• Gain insights on how to drive customer adoption and maximize engagement with ITMs and video banking 

• Discover the cost implications, ROI considerations, and ways to measure success 

• Explore real-world case studies from banks that have successfully implemented these solutions 

Day 2: From Transactions To Relationships: Elevating CX In A Trust-Driven Era

2:15 PM Panel: Adapting to Thriving: Equipping Staff with the Skills They Need for Tomorrow

As the banking industry undergoes rapid transformation, the roles and skills required for branch staff are evolving at an unprecedented pace. This session will explore how banks and credit unions can prepare their workforce for the future by redefining traditional roles, creating new positions driven by technological advancements, and equipping employees with the skills needed to thrive in a hybrid, customer-centric environment. Drawing from real-world examples, this session will address the importance of fostering a culture of continuous learning and adaptability. Attendees will also learn how to: 

  • Leverage modernized training tools, mentorship programs, and data-driven insights to empower employees while enhancing productivity and customer satisfaction 
  • Retain skilled employees in an increasingly competitive market 
  • Implement upskilling and reskilling programs tailored to branch staff needs 
  • Foster a culture of continuous learning to stay ahead of industry needs 

3:40 PM Panel: Attracting and Retaining Top Talent in a Competitive Banking Landscape

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

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

Download The Latest Agenda