BAI Branch 2.0 Symposium
This session has reached maximum capacity. To be added to the waitlist, please contact BAI Customer Support Services at 1-888-284-4076 or 1-312-683-2464.
BAI Enterprise Member: $495 Standard: $595
Sponsored by:
Monday, October 10 8:30 AM – 6:00 PM
8:30 AM – 8:45 AM
Welcome
8:45 AM – 10:00 AM
Redefining the Branch in the New Paradigm
James McCormick, President, First Manhattan Consulting Group
Gordon Goetzmann, Executive Vice President, First Manhattan Consulting Group
As customer preferences shift, hear insights into how the branch fits into the channel mix and what opportunities lie ahead for your organization as the branch network evolves.
10:00 AM – 10:15 AM
Break
10:15 AM – 11:45 AM
Key Branch Success Factors
Rick Carey, Former Executive Vice President, Umpqua Bank
Patrick Myron, Director of Distribution Planning, Fifth Third
Timothy J. Ryan, Managing Partner, Branch Development Group, LLC
As you reconsider the role of the branch, get fresh perspectives on approaches to managing the branch network, including new branch formats and technology that can positively impact performance and profitability.
- Managing costs per branch, and across the network
- Moving beyond conventional branch formats
- Branch staffing and operating models for today, and tomorrow
11:45 AM – 1:00 PM
Lunch Presentation
Dr. TR Rao, President & CEO, Market Probe
Hear what your best customers / advocates want out of branch banking and what your alienated customers want to see improved. Market Probe will discuss the results of new voice of customer research on branch banking preferences and features.
1:00 PM – 2:15 PM
Financial Considerations Impacting Branch Network Decisions
Aaron Leibtag, Associate Vice President, FP&A Living, Fixing, Playing & Marketing, Canadian Tire
Hear perspectives around key financial planning issues for retail distribution networks from outside the banking industry, including leveraging existing real estate, partnerships and other opportunities to improve the bottom line.
2:15 PM – 2:30 PM
Break
2:30 PM – 4:00 PM
Deconstructing the Branch
David Faulkner, Former Director Architecture and Design, Wells Fargo Bank
Take a second look at your branch strategy by deconstructing traditional approaches to branch distribution. Realign your branch with new strategic goals, focus on customer experience and hear about new formats that might work for your organization.
4:00 PM – 6:00 PM
Networking Reception
Tuesday, October 11 8:30 AM – 11:00 AM
8:30 AM – 9:00 AM
Round Up of Key Take Aways from Previous Day
9:00 AM – 10:45 AM
Discussion Group
Working in teams, attendees will take what they’ve learned over the previous day and work on a “go to market approach” for the next generation branch network based on key customer characteristics. The result – unique frameworks that will help you start to think about your organization’s distribution network.
10:45 AM – 11:00 AM
Wrap up