**Click Here for Novel Coronavirus 2019 (COVID-19) Resources**

Our annual initiative is back! This year’s Virtual Bankers in Schools will run from October 26 – 30, and we have 84 classes participating. Since this will be held virtually, we encourage bankers of all ages to register and teach a class that isn’t in their traditional footprint!

The 2020 Fusion Forum has been converted to a virtual platform and rescheduled for October 27-29, 2020. This innovative new experience will provide bankers with the same high-quality training that they have come to expect, from the comfort of their own office.

Attendees will have the chance to hear from experts in their own field, in addition to industry-wide sessions. This conference is relevant to anyone who contributes to the bank management team, including CEOs, CFOs, Credit Officers, Security Officers, COOs, CAOs, HR and those that support these roles.

There are no track-specific registration fees this year. Attendees will have access to all three days of content. Recordings of our sessions will also be made available ondemand until December 18.

The safety of our members is our top priority. This program will take place in a virtual setting. 

PROGRAM INFORMATION

We are partnering with Blue-U Defense on this training, and will be broken into three segments:

• Surviving an Incident of Violence/Active Shooter
  This course is typically provided as a foundation level course for banks, large corporations, insurance companies and associations of all sizes. Successfully surviving a sudden incident of violence is 90% mental and 10% physical skill. This course focuses on the 90% mental while concurrently providing skills to survive the 10% physical, as a last resort.
• Advanced Workplace Violence – Prepare to Win! Practical and Effective Tactics and Defense
  This is an advanced course that will feature hands-on drills, scenarios, criminal mind and lecture, to show attendees how powerful the tactics that we teach are, and to show, through actually doing them, that they absolutely work! Attendees will see both the role of the “good guy” and “bad guy,” to get both perspectives. Attendees will more clearly understand the tunnel vision, OODA Loop, tactics, etc that we are teaching our students to understand and overcome.
• Physical Site Security and Compliance with Bank Protection Act 
  During this session, instructors will discuss how to conduct your own physical site security assessments utilizing their method. Their method does not entail looking at what many other organizations are looking at such as cameras, lighting, card readers, etc. Their theory is your building is your building, your people are your people, and your layout is your layout. So, how do they take what you currently have and, without spending any more money, significantly increase the safety and security of those people inside – your most valuable assets! The instructors will cover this and more.

SPEAKER INFORMATION

Terry Choate – Co-Founder & Training Specialist, Blue-U Defense

Terry Choate is a Co-Founder and Training Specialist for Blue-U Defense.  He has served as Team Commander of the Monadnock Regional Special Response (SWAT) Team and for 11 years as a Lieutenant with the Jaffrey (NH) Police Department.  Prior to law enforcement, Mr. Choate spent over 20 years in management positions with Fortune 500 companies. In addition, Mr. Choate’s experience with Executive Security International provides expertise in Security Surveys, Advances, Personal and Executive Protection, CCTV Surveillance, Stalking and Dangerous Human Behavior, Anti/Counter Terrorism, and Business Security.

Joe Hileman – Co-Founder & Training Specialist, Blue-U Defense

Joe Hileman is a Co-Founder and Training Specialist for Blue-U Defense.  He served as the Assistant Team Commander of the Monadnock Regional Special Response (SWAT) Team and for 11 years as a Detective with the Jaffrey (NH) Police Department.  Prior to his career in Law Enforcement, he served as Security Supervisor at the corporate management level of a Fortune 500 company. Mr. Hileman holds two A.A. degrees in Criminal Justice – Law Enforcement and Criminal Justice – Corrections, Probation, and Parole.

PROGRAM INFORMATION

This OnDemand series will be released on Wednesday, December 2 and will be divided into three segments. Attendees will be able to download and keep the recordings.

We know that finding the right marketing tactics for your bank can be a challenge, even moreso with a limited budget and competitive ecosystem. In this webinar series, attendees will learn about frameworks and tools that they can implement to make the most of the marketing budgets – and in particular, build the bank’s digital presence to help win new business online.

Who should attend: CEOs, Presidents, Marketing Directors, Marketing Managers

Part 1 – Setting Your Bank Up For Success

• Learn about the key components that impact the success of digital marketing:
  • Accessibility – are your products easily accessible?
  • Findability – how easy are you and your products to find?
  • Experience – what is the customer experience like?
  • Measurability – how do you know what’s working?
• Key Takeaway: Discover where to invest your energy before spending on digital

Part 2 – Get to Know the Digital Tactics That Are Right for Your Bank

• Learn about the different digital marketing techniques and how to find the channels that are right for you using these steps:
  • Starting with a goal
  • Understanding the different channels and value of each
  • Managing your budget to achieve your goals
• Key Takeaway: Have the tools to know how to allocate your budget for best return

Part 3 – Hearing From the Experts: A Deeper Dive into Performance Marketing

• Hear from influencers/publishers and bank marketers on their approach to digital marketing and what has worked for them:
  • What are the opportunities they see for bank marketers today
  • Learn how to prepare for digital transformation and key considerations to make
  • What are the key factors for success when partnering with publishers/influencers
  • What do publishers look for in partnering with a bank
  • What are the key tips for banks looking to leverage digital to grow
• Key Takeaway: Considerations to make when choosing your digital tactics, in particular, performance marketing

SPEAKER INFORMATION

Stefanie Kasim – Senior Vice President of Revenue Operations, Wise Publishing

Stefanie Kasim is the senior vice president of revenue operations for Wise Publishing, Inc., the fast-growing online publisher behind popular personal finance websites in the U.S. and Canada including MoneyWise.com, MoneyWise.com and Half Banked. She is responsible for revenue opportunities that include brand and product advertising, sponsorships and partner relationships, with a focus on increasing revenue and driving business decisions using data to influence strategic solutions. Prior to this position, Stefanie was the Director of Sales Product and Development at Bankrate where she optimized revenue performance, marketing and scaling ad opportunities.

Alana Levine – CRO and Founding Member, Fintel Connect

Alana Levine is CRO and founding member of Fintel Connect, a performance marketing company dedicated to the financial services space and recent graduate of the ICBA ThinkTECH Accelerator 2.0. She has experience across multiple niche verticals servicing 50+ markets worldwide, with expertise in B2B technology, having held active roles as General Manager of an affiliate marketing company and as an investor in the British Columbia technology market. Her most recent roles included running corporate marketing, business development and digital agency services at a fintech and SaaS technology company. Alana holds bachelors’ degrees in economics and psychology and a post-graduate degree in finance from McGill University.

Steve Ramirez – Senior Vice President of Digital Strategy, First Citizens Bank

Steve Ramirez is senior vice president, digital strategy at First Citizens Bank. He is responsible firstcitizens.com and digital experiences leading to other platforms. He recently built a team from the ground up, implemented a CMS, and completely redesigned firstcitizens.com. Steve leads a team focused on optimizing the new site, developing new capabilities and using data to create digital strategies that drive improved engagement and revenue. Steve has over 25 years of financial services experience, over 15 in digital, and 10 in bank operations including managing customer experience and large call centers. Steve graduated from the University of Texas at San Antonio with a BA in political science and a Master of Business Administration. He also served in the Texas Army National Guard in Austin, Texas where he developed critical leadership and teamwork skills.

PROGRAM INFORMATION

Join PCBB as we cover topics to consider as you defend changes in your qualitative factors, design credit stress testing scenarios and prepare financial plans for 2021, all with COVID-19 in mind. Additionally, this presentation will provide a data-driven approach to looking at historical trends and forecasting future loss rates as it relates to credit quality, specifically for North Carolina, as well as the entire United States.

Key takeaways will include:

• Gaining an understanding of how the pandemic is affecting North Carolina in comparison to the nation
• Review loan portfolio stress concepts, including those most impacted by the pandemic for North Carolina

SPEAKER INFORMATION

Doug Hensley – SVP & Manager of Advisory Services, PCBB

Doug Hensley has more than 40 years of experience in portfolio, financial and risk management with bank and governmental organizations. Mr. Hensley’s areas of expertise include bank profitability and performance, credit and rate risk measurement and management. Prior to joining PCBB, Mr. Hensley was principal of Hensley Consulting, which provided advisory services to banks and municipal organizations, portfolio manager for the City of Phoenix, treasury operations manager at MeraBank in Phoenix, and an accountant with an independent bank in Phoenix. He received his BA degree from Arizona State University.

Registration Will Open on November 2

PROGRAM OVERVIEW

We’ll soon be bidding 2020 a fond farewell – none too soon for many of us. Psychics, soothsayers, and prognosticators are shining up their crystal balls for what’s next. One thing is certain, the approaches to training, coaching and conversations are forever changed and those banks that pivot effectively will thrive in this next normal. Join Jack Hubbard, chief experience officer of St. Meyer & Hubbard, for this practical, fast-paced look at several key considerations needed to experience breakout results as our virtual environments throughout North Carolina continue into 2021. Jack will introduce:

• Trust-based selling – what the 5 C’s have to do with it
• Let’s Get Technical – being software savvy without an IT degree
• Virtual Business Development – preparation, execution and follow-up through the green dot
• Virtual Learning – skilling up wherever the office is
• TeamBoarding – reducing buyer’s remorse through a disciplined, remote welcoming process
• Resource Management – what buyers expect and deserve
• Performance Leadership – sustaining the effort and making it cultural

CEOs, senior executives, team leaders and producers in every area; invest one hour with us. You’ll be glad you did!

SPEAKER OVERVIEW

Jack Hubbard – Chief Experience Officer, St. Meyer & Hubbard

With more than 70,000 bankers personally trained and coached in 49 states, Jack has shared his unique and practical approach to performance culture development over six decades. He is a best-selling author, an award-winning faculty member at more than a dozen banking schools, and a regular presenter at state, regional and national banking conferences. Jack’s practical, humorous and street smart approach also puts him in great as a regular guest on numerous banking-related webinars and podcasts. Jack is a member of the Board of Directors of a community bank in the Chicago area and serves on the Board of Directors for the Elgin Sports Hall of Fame.