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Agenda.
Monday, May 5, 2006
What Does it Mean to Be a “Maverick”? | 5:00 p.m. – 6:45 p.m.
Bill Taylor, co-author of the 2006 business best-selling book, Mavericks at Work: Why the Most Original Minds in Business Win
Join this exciting and insightful discussion where Bill Taylor, cofounder and founding editor of Fast Company magazine, will jump into what it really means to be a maverick. Bill’s access to many of the world’s most creative and disruptive competitors has given him a unique understanding of what makes a successful leader. He’ll share his point of view on the traits and behaviors of those who’ve made their companies thrive by rethinking the logic of how business gets done.This energetic dialogue will generate a distinctive set of ideas about how you (and your organization) can boost your relevance in the marketplace.
Light Dinner and Discussion | 6:45 p.m. – 7:30 p.m.
Relax, mingle and keep the conversation going. Bill Taylor and your forum peers will continue through a lively reception and dinner. Show up thirsty, hungry and bring your appetite for innovation.
Tuesday, May 6, 2008
Session Discussion | 8:30 a.m. – 9:30 a.m.
A Conversation with Banking’s Rational Maverick
Dick Kovacevich, Chairman of the Board, Wells Fargo & Company
Tom Brown, CEO, Second Curve Capital
Now that you’ve explored what it means to be a maverick, today starts with a rare glimpse into the brain of one of banking’s great leaders: Dick Kovacevich. His career, spanning Wells Fargo, Norwest, Citicorp and General Mills, exemplifies the creativity, visionary drive, and team-building capabilities of an undisputed maverick leader. In a candid exchange with Tom Brown, Kovacevich will share why being a maverick in banking isn’t simply about being non-conformist—it’s about developing a set of decision-making principles and skills that make you an inspiring leader. You’ll learn how these principles helped build one of the nation’s most respected financial services organizations. And you’ll be challenged to apply the underlying concepts to your own career and business strategies.
Preparation Exercises for Relevance Provocations | 9:30 a.m. - 10:15 a.m.
Relevance Provocations | 10:30 a.m. – 2:45 p.m.
Stop Thinking Like a Banker…Start Thinking Like a Maverick: Reshaping the Relevance of Banks through Unconventional Approaches
What the heck are Relevance Provocations? It’s our name for a nonstop series of provocative small group discussions and activities designed to help develop your maverick mind and generate new answers to the business challenges all retail banks face. Some issues up for grabs include:
- What makes for a superior customer experience in retail banking?
- How do we regain the trust of our customers and revitalize the banking relationship?
- How should retail banks be relevant in a future dominated by boomer retirement?
- Bank delivery channels in 2013: Where should banks invest?
- How can banks make their frontline staff a source of competitive advantage?
- What will it take to finally integrate small business banking with retail?
Forget about traditional conference presentations or panel discussions on supposed industry “best practices” that yield parity at best. Relevance Provocations’ facilitated group activities and dialogues force participants to consider business issues from the point of view of customers, employees and shareholders. You’ll debate “best principles” with your peers, and develop your own perspectives regarding more relevant directions for your bank.
Closing Circle | 3:00 p.m. - 3:45 p.m.
BAI's Banking Strategies Maverick of the Year Nominees | 3:45 p.m. - 4:15 p.m.
Session Discussion | 4:15 p.m. – 5:15 p.m.
Crafting Old Solutions to Address New Challenges
Chris Larsen, CEO & Co-Founder, Prosper,
Tom Brown, CEO, Second Curve Capital
Mavericks are successful because they apply logic and ideas that are not obvious to others. As just this kind of maverick, Chris Larsen will lead the final discussion of the day. Larsen launched Prosper in February 2006 as an open and transparent loan marketplace designed by and for the needs of consumers. By applying experiences gained in co-founding E-LOAN, Chris has taken a centuries-old concept and introduced it into 21st century financial services. By identifying and rethinking the needs of customers, Chris has repeatedly shown how ingenuity and non-traditional thinking yield successful results. To date, Prosper has grown to over 580,000 members that have been involved in loan transactions totaling over $117 million.
Wine Tasting and Networking | 5:15 p.m. – 6:00 p.m.
After a full day of provocation, hang out and de-compress at an authentic California wine tasting.
Dinner and Dialogue | 6:00 p.m. – 7:15 p.m.
Following the wine tasting, join us for dinner and discourse led by Tom Brown, one of the industry’s leading mavericks.
Dessert & Discussion | 7:15 p.m. - 8:00 p.m.
Wednesday, May 7, 2008
Open Space on Industry Challenges | 8:00 a.m. – 4:00 p.m.
By now it’s apparent: BAI Mavericks in Banking is not your daddy’s business conference. On Monday and Tuesday, BAI Mavericks in Banking encouraged frank discussion while fueling excitement around the issue of reshaping the relevance of banks. On Wednesday, as we blast into Open Space, you’ll decide which business challenges are the most important to you. Participants will test all aspects of each other’s thinking. Be prepared to get intense.Few approaches to networking and problem-solving have received as much attention. Using the Open Space format, participants co-create their own agenda, generate their own working groups, and think across disciplines in dynamic, interactive discussions. Open Space meetings are particularly effective in situations where a diverse group of people must deal with complex and potentially conflicting ideas in innovative ways.In Open Space, you will:
- Raise topics and questions that really matter to you and to the future of banking
- Put your heads together on thorny issues
- Find colleagues who want to know what you do and how you do it
- Be a teacher and a student at the same time
Conclusion of Mavericks in Banking | 4:00 p.m. – 4:15 p.m.
Optional Dinner and Reception | To Be Announced Onsite
Can't resist another night on the peninsula?
Join us in a laid-back dinner and discussion on the events and discoveries of the past three days.
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