 Attendee InformationCorporate |
 CONFERENCE AGENDA
Track Sessions
 Tuesday, May 06, 2008
Break Out Session 1: Select the session you wish to attendBreakout Sessions 2: Select the session you wish to attend One-One Sessions available Wednesday, May 07, 2008
Break Out Session 1: Select the session you wish to attendBreak Out Session 2: Select the session you wish to attend One-One Sessions available
Monday, May 05, 2008
Registration Opens 6:30 PM - 10:00 PM Welcome Reception and Dinner on The Rooftop of The Peabody
Tuesday, May 06, 2008
Breakfast 9:00 AM - 10:15 AM Welcome & Keynote Address: Loyalty Trends in the Financial Services Sector COLLOQUY is the leader in proprietary research on defining the size, growth and success of loyalty marketing in the financial services industry. Its 2006 White Paper, "Choosing the Right Tools for Your Relationship Banking Strategy," concluded that we are living in the Golden Age of financial services rewards programs, with 239 million rewards members in financial services, second only to airlines. Be among the first to see COLLOQUY's most recent research and its implications for existing and emerging rewards strategies. Allison Cripps Senior Consultant COLLOQUY 10:15 AM - 10:30 AM Morning Break 10:30 AM - 11:15 AM Keynote Address: Key Trends in Debit Activity, Rewards and Loyalty Dove Consulting has been the industry leader in tracking the growth of debit card activity and rewards. Come hear from the experts the latest trends in card usage, competition, merchant-funded rewards and the uncoupling of the debit card from specific bank accounts. Chris Allen Director Dove Consulting 11:15 AM - 12:00 PM Keynote Address: Client Performance And Metrics in the Business Case for Rewards Strategies Against the backdrop of overall industry trends, we provide the latest peer performance metrics from specific clients. You'll get industry and peer performance strategies, statistics and financial payoffs to maximize your results for debit card, account openings, cross sales and retention not available from any other source! David Furnace C.E.O. Furnace, Giltner and Associates 12:00 PM - 1:15 PM Lunch Break Out Session 1: Select the session you wish to attend 1:15 PM - 2:45 PM Invitation Checking: How Referrals Drive Acquisition of Customers In a market where every competitor is trying to acquire new customers and core deposits, research clearly shows that the best driver of a sustainable competitive advantage for your organization is referrals from existing customers. This session offers fresh ideas about the best way to generate these referrals and the best practices to maximize results. Doreen Rademacher Managing Director Furnace, Giltner and Associates 1:15 PM - 2:45 PM Banking 2.0: Why You Must Compete Now to Acquire Accounts Online and How To Do It By 2015, seven years from now, over half of all checking accounts will be opened online. Further, the very marketing of checking accounts will change as tools on the Internet will increasingly displace traditional advertising. See what many banks are already doing with online opening, interactive websites, tie-ins with My Space and other emerging marketing strategies Bob Giltner President Furnace, Giltner and Associates 1:15 PM - 2:45 PM Managing Your Debit Processor Relationship If you could look at contracts from processors with all of their clients, you might be surprised that some financial institutions have a much better deal than others. Jerry Straessle has seen and negotiated contracts to know all the opportunities. Learn how to maximize your relationship with your processors. Jerry Straessle President President, JLS Associates 1:15 PM - 2:45 PM Merchant Funded Rewards: How Proper Segmentation Makes Magic Merchant funding is one of the hottest topics in debit rewards and can provide higher revenue on transactions to your bank than interchange. Not all merchant funding programs are organized to maximize your results and service to your customers. Come see the best methods to drive merchant success, financial institution success and customer delight with this growing rewards strategy. Mike Bender CEO My Rewards Mike Triggiano CIO My Rewards 1:15 PM - 2:45 AM The Decoupled Debit Card The debit card continues to be a checking account access device that consumers use from their primary financial institution. Now, a new product, the "decoupled credit card," threatens to tear apart that debit card relationship much like credit cards did years ago. In this session, you'll learn how the decoupled debit card works, how it is being marketed, how rewards play a key part, and what the threats and opportunities are for regional, midsize and smaller financial institutions. Paul Tomasofsky President Two Sparrows Consulting, LLC 2:45 PM - 3:00 PM Afternoon Break Breakout Sessions 2: Select the session you wish to attend 3:00 PM - 4:15 PM Fee Income and Expense Management in the New Retail Banking Environment Nothing is more the lifeblood of retail banking than growth in fee income, but it is becoming harder to get. In this session, Hank Thompson shows that one quick source, not used by many in the industry, is collection of Returned Deposited Items for your business accounts. Then, and equally as valuable, Hank shows how you can better manage your key branch costs with sale and lease back opportunities. At a time when branch growth in the industry has created over four times as many bank branches as Starbuck's locations, learn how to be prepared for the upcoming branch cost shake out. Hank Thompson EVP BSG Financial 3:00 PM - 4:15 PM Managing Your Debit Processor Relationship If you could look at contracts from processors with all of their clients, you might be surprised that some financial institutions have a much better deal than others. Jerry Straessle has seen and negotiated contracts to know all the opportunities. Learn how to maximize your relationship with your processors. Jerry Straessle President President, JLS Associates 3:00 PM - 4:15 PM Merchant Funded Rewards: How Proper Segmentation Makes Magic Merchant funding is one of the hottest topics in debit rewards and can provide higher revenue on transactions to your bank than interchange. Not all merchant funding programs are organized to maximize your results and service to your customers. Come see the best methods to drive merchant success, financial institution success and customer delight with this growing rewards strategy. Mike Bender CEO My Rewards Mike Triggiano CIO My Rewards 3:00 PM - 4:15 PM The Decoupled Debit Card The debit card continues to be a checking account access device that consumers use from their primary financial institution. Now, a new product, the decoupled credit card, threatens to tear apart that debit card relationship much like credit cards did years ago. In this session, you'll learn how the decoupled debit card works, how it is being marketed, how rewards play a key part, and what the threats and opportunities are for regional, midsize and smaller financial institutions. Paul Tomasofsky President Two Sparrows Consulting, LLC 3:00 PM - 4:15 PM The Growing Success of Second Chance Checking In the fight for checking accounts, many financial institutions are taking a more segmented approach. One key segment is second-chance checking. Come hear the specific results and metrics of this key segment strategy in today's marketplace, and best practices from the top performing players in execution. Tim Bode president Stratis Technologies One-One Sessions available (Many timeslots available. Reserve yours onsite at the registration desk)
1:15 PM - 4:15 PM Compliance and Technology of Rewards Let us discuss with you the best strategies to address all of your compliance, regulatory, and tax issues with rewards. We've developed a unique approach in the industry to address these issues. Sign up for a one-on-one session where we can discuss the detail of how the right solutions and technology can address your specific needs. Christopher Leonard COO and General Counsel Image Products, Inc. Mark Huron EVP CIO Furnace, Giltner & Associates 1:15 PM - 4:15 PM Your Rewards Pro Forma Sign up for a one-to-one session in which you will have a pro forma tailored specifically to your strategies and financial characteristics. You will leave with the business case and a three-year pro forma, based on peer performance, ready to take back to your management team. Jeff Petro President My Rewards Russ Robinson EVP Furnace, Giltner & Associates Bob Sterner VP of Sales My Rewards Charles Baker VP of Sales Furnace, Giltner & Associates 6:30 PM - 10:00 PM A trip to Graceland: Tour Elvis Presley's estate; have dinner; and enjoy high-energy rockabilly with The Dempseys.
Wednesday, May 07, 2008
Breakfast 9:00 AM - 10:00 AM General Session & Keynote Address: Winning at the Front Line with Fun! There are few traits as beneficial to a sales and service culture as humor in the workplace. Dave Martin, noted author, speaker and trainer in Retail Banking, illustrates with his own great sense of humor how many organizations stifle energy, morale and customer engagement. Dave Martin EVP, Chief of Training Consultant NCBS 10:00 AM - 10:15 AM Morning Break 10:15 AM - 11:45 AM Rewards Q&A with a Panel of Peers We've organized several executives who have implemented successful rewards programs to serve on a panel for your questions. They'll share with you stories of their efforts to generate results using rewards. Networking with other financial executives is always the main benefit of conferences, and this session offers a formal setting to supplement the informative discussions you will have throughout the symposium. Moderator: Bob Giltner President Furnace, Giltner and Associates Panelists: Ann Durr President Valley Savings Bank Beverly Carter First VP, Retail Banking Flagstar Bank Donna O'Keefe VP Trustmark Bank Barry Planch Senior VP Trustmark Bank Dianna Reinhart VP Retail Sales and Marketing Busey Bank Sandy Richardson VP Republic Bank Michael Sadofsky SVP, Marketing Republic Bank 11:45 AM - 1:15 PM Lunch Break Out Session 1: Select the session you wish to attend 1:15 AM - 2:45 AM Merchant Funded Rewards: How Proper Segmentation Makes Magic Merchant funding is one of the hottest topics in debit rewards and can provide higher revenue on transactions to your bank than interchange. Not all merchant funding programs are organized to maximize your results and service to your customers. Come see the best methods to drive merchant success, financial institution success and customer delight with this growing rewards strategy. Mike Bender CEO My Rewards Mike Triggiano CIO My Rewards 1:15 PM - 2:45 PM Banking 2.0: Why You Must Compete Now to Acquire Accounts Online and How To Do It By 2015, seven years from now, over half of all checking accounts will be opened online. Further, the very marketing of checking accounts will change as tools on the Internet will increasingly displace traditional advertising. See what many banks are already doing with online opening, interactive websites, tie-ins with My Space and other emerging marketing strategies. Bob Giltner President Furnace, Giltner and Associates 1:15 PM - 2:45 PM Fee Income and Expense Management in the New Retail Banking Environment Nothing is more the lifeblood of retail banking than growth in fee income, but it is becoming harder to get. In this session, Hank Thompson shows that one quick source, not used by many in the industry, is collection of Returned Deposited Items for your business accounts. Then, and equally as valuable, Hank shows how you can better manage your key branch costs with sale and lease back opportunities. At a time when branch growth in the industry has created over four times as many bank branches as Starbuck's locations, learn how to be prepared for the upcoming branch cost shake out. Hank Thompson EVP BSG Financial 1:15 PM - 2:45 PM Invitation Checking: How Referrals Drive Acquisition of Customers In a market where every competitor is trying to acquire new customers and core deposits, research clearly shows that the best driver of a sustainable competitive advantage for your organization is referrals from existing customers. This session offers fresh ideas about the best way to generate these referrals and the best practices to maximize results. Doreen Rademacher Managing Director Furnace, Giltner and Associates 1:15 PM - 2:45 PM The Growing Success of Second Chance Checking In the fight for checking accounts, many financial institutions are taking a more segmented approach. One key segment is second-chance checking. Come hear the specific results and metrics of this key segment strategy in today's marketplace, and best practices from the top performing players in execution. Tim Bode president Stratis Technologies 2:45 PM - 3:00 PM Afternoon Break Break Out Session 2: Select the session you wish to attend 3:00 PM - 4:15 PM Banking 2.0: Why You Must Compete Now to Acquire Accounts Online and How To Do It By 2015, seven years from now, over half of all checking accounts will be opened online. Further, the very marketing of checking accounts will change as tools on the Internet will increasingly displace traditional advertising. See what many banks are already doing with online opening, interactive websites, tie-ins with My Space and other emerging marketing strategies. Bob Giltner President Furnace, Giltner and Associates 3:00 PM - 4:15 PM Fee Income and Expense Management in the New Retail Banking Environment Nothing is more the lifeblood of retail banking than growth in fee income, but it is becoming harder to get. In this session, Hank Thompson shows that one quick source, not used by many in the industry, is collection of Returned Deposited Items for your business accounts. Then, and equally as valuable, Hank shows how you can better manage your key branch costs with sale and lease back opportunities. At a time when branch growth in the industry has created over four times as many bank branches as Starbuck's locations, learn how to be prepared for the upcoming branch cost shake out. Hank Thompson EVP BSG Financial 3:00 PM - 4:15 PM Invitation Checking: How Referrals Drive Acquisition of Customers In a market where every competitor is trying to acquire new customers and core deposits, research clearly shows that the best driver of a sustainable competitive advantage for your organization is referrals from existing customers. This session offers fresh ideas about the best way to generate these referrals and the best practices to maximize results. Doreen Rademacher Managing Director Furnace, Giltner and Associates 3:00 PM - 4:15 PM Managing Your Debit Processor Relationship If you could look at contracts from processors with all of their clients, you might be surprised that some financial institutions have a much better deal than others. Jerry Straessle has seen and negotiated contracts to know all the opportunities. Learn how to maximize your relationship with your processors. Jerry Straessle President President, JLS Associates 3:00 PM - 4:15 PM The Growing Success of Second Chance Checking In the fight for checking accounts, many financial institutions are taking a more segmented approach. One key segment is second-chance checking. Come hear the specific results and metrics of this key segment strategy in today's marketplace, and best practices from the top performing players in execution. Tim Bode president Stratis Technologies One-One Sessions available (Many timeslots available. Reserve yours onsite at the registration desk)
1:15 PM - 4:15 PM Compliance and Technology of Rewards Let us discuss with you the best strategies to address all of your compliance, regulatory, and tax issues with rewards. We've developed a unique approach in the industry to address these issues. Sign up for a one-on-one session where we can discuss the detail of how the right solutions and technology can address your specific needs. Christopher Leonard COO and General Counsel Image Products, Inc. Mark Huron EVP CIO Furnace, Giltner & Associates 1:15 PM - 4:15 PM Your Rewards Pro Forma Sign up for a one-to-one session in which you will have a pro forma tailored specifically to your strategies and financial characteristics. You will leave with the business case and a three-year pro forma, based on peer performance, ready to take back to your management team. Jeff Petro President My Rewards Russ Robinson EVP Furnace, Giltner & Associates Bob Sterner VP of Sales My Rewards Charles Baker VP of Sales Furnace, Giltner & Associates 6:30 PM - 10:00 PM An evening on Beale Street Dinner at the legendary B.B. King's Blues Club and his exclusive Itta Bena Restaurant. Enjoy dance and blues music with Grammy Nominee Preston Shannon. |
Download Brochure
