Community Bank Track

Developed by Community Bankers for Community Bankers and smaller retail banking organizations, the Community Bank Track at BAI Retail Delivery offers access to experts, best practices and forward-looking solutions that can positively impact the bottom line and help you compete in today’s competitive environment.

 

  1. Managing the Impact of Regulation

    Tuesday, October 9
    3:00 PM - 3:45 PM

    Mark Schmidt, Managing Director, Promontory
    Kim Childers, Vice Chairman,President, State Bank and Trust Company

    Community and smaller banking organizations face unique challenges as a result of existing and forthcoming regulation on their businesses. In this session, you’ll hear insights into the latest regulations and their impact, as well as how similar organizations are coping with the pressure of compliance.

    • Hear an overview of the regulatory landscape
    • Learn the top five strategies that can help your business be successful in a regulatory environment
    • Understand where you need to focus your resources, including employees and capital 

  2. Data Management in Retail Banking: The Key to Revenue Growth, Compliance and Risk Management

    Wednesday, October 10
    1:30 PM - 2:30 PM

    Mona Leung, CFO and Senior Vice President Finance, Alliant Credit Union
    David Wallace, Global Financial Services Marketing Manager, SAS

    The trend in banking towards increased usage of digital channels makes improvements in data management an imperative for understanding customer needs and for achieving regulatory compliance. This session will look at the data management practices needed to effectively manage customer interactions along with risk and compliance in banking to drive value for customers and revenue for financial institutions.

    • Access best practices for data management
    • Understand how to look at different “types” of data collected and how they can drive revenue
    • Hear a financial services case study that highlights successes and lessons learned in data management

  3. Co-opetition to Build Competitive Advantage

    Wednesday, October 10
    2:45 PM - 3:45 PM

    Harry Gunsallus, Senior Vice President of Technology, Redstone Federal Credit Union
    Louis Hernandez Jr., Chairman and CEO, Open Solutions

    Financial services have radically changed due to consolidation, consumer demand for new modes of interaction, and the rise of commoditization and consumerization. As financial institutions acknowledge these changes, they must adopt new ways of working to compete in today's environment, taking advantage of technology and collaboration to increase efficiency and better serve customers' needs. Through collaboration, community banks and credit unions will find new ways to accelerate innovation, reduce costs, strengthen relationships and advance industry interests.

    • How  financial institutions can lower costs and improve efficiencies through the use of collaborative technology 
    • Incorporating innovative technology to meet consumer needs while maintaining relationship-based banking practices 
    • Best practices for lowering cost and increasing revenue through collaboration

  4. Generating New Revenue Opportunities - Rapid Fire Banker Panel

    Wednesday, October 10
    4:00 PM - 5:00 PM

    David Crumpler, Vice President Director of Marketing, East Carolina Bank
    Melissa Colardo Meacham, Senior Vice President, Director of Marketing, F&M Bank
    Nancy Breitbach Porter, Senior Vice President Marketing and Sales, Monarch Bank

    Finding new ways to generate non-interest fee income is a challenge for financial institutions in today’s environment. However, there are community banks out there that are seeing success either due to a new partnership, new product and service or internal process they have employed. In this session, you’ll hear from three such organizations who will share their success stories and results at BAI Retail Delivery 2012.  

    • Experience a dynamic format as presenters tell their stories in a Rapid Fire format with audience Q&A
    • Understand how each idea/product or internal process is designed and implemented
    • Hear results and the impact these new approaches are having on their organizations