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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.

The NC Chamber and the North Carolina Bankers Association proudly present the 19^th Annual Economic Forecast Forum, a virtual gathering of our state’s most powerful and influential leaders, to discuss how the state can become a leader in job retention, job creation and quality of life. This highly acclaimed event provides you with the opportunity to heighten awareness of your company to a statewide audience of leaders in business, government, education and nonprofits.

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
• Team Boarding – 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.

At this time, the program is scheduled to be a hybrid seminar with a limited number of seats in-person and a virtual participation option. In-person attendance will require the use of a face covering at all times with the exception of eating meals and adherence to the NCBA and hotel COVID safety measures. 

The safety of our members is our highest priority. This program will take place as scheduled, and will be converted to solely virtual depending on CDC and NCDHHS guidelines. 

PROGRAM INFORMATION

The course is designed to prepare bankers who prospect business banking loan requests to analyze the typical metrics used to approve these requests. The instructor will provide an overview of the commercial lending environment and how lenders should consider global cash flow, loan-to-value, and other factors when assessing loan decisions. Discussions will also include mitigating credit exceptions and good prospects. Participants will be guided through case studies to reinforce concepts.

Learning objectives include:

• Calculating and analyzing global cash flow
• Evaluating guarantor strength
• Proper loan structure
• Basics of income properties
• Evaluating non-real estate collateral

Who should attend: Lending staff seeking an introductory understanding of commercial credit. We often host new business bankers and experienced branch managers with new commercial loan goals. The course will benefit lenders with loan authority and lenders operating in a centralized lending environment.

SPEAKER INFORMATION

Andy Nenni – Chief Credit Officer, Movement Bank

Andy Nenni has been providing training and coaching for bankers involved in consumer and commercial lending and has created custom training programs for banking associations and financial institutions. Courses include improving sales, consumer lending basics, performing real estate evaluations, and beginner through advanced C&I and CRE underwriting skills. Andy weaves over fifteen years of banking experiences and stories into each class and uses real world examples to reinforce concepts and entertain attendees. He has served as a Personal Banker, Credit Analyst, Commercial Lender, and Chief Credit Officer in community and national banks. Andy earned a Bachelor of Science in Accounting at Kansas State University and a Masters of Business Administration at East Carolina University.

LODGING INFORMATION

Stay tuned for meeting location and lodging details! This program will take place in Raleigh.

At this time, the program is scheduled to be a hybrid seminar with a limited number of seats in-person and a virtual participation option. In-person attendance will require the use of a face covering at all times with the exception of eating meals and adherence to the NCBA and hotel COVID safety measures. 

The safety of our members is our highest priority. This program will take place as scheduled, and will be converted to solely virtual depending on CDC and NCDHHS guidelines. 

PROGRAM INFORMATION

Patti Joyner is returning to lead our compliance experts through the various updates in BSA and AML. Please note that there is a limited amount of in-person seats, and seating is on a first-come, first-served basis. 

This program is designed to enhance the skills of your Bank Secrecy Act (BSA) and Anti‐Money Laundering (AML) support staff, your independent audit team, and any personnel responsible for managing and maintaining a strong BSA and AML program. Expand your staff’s understanding and expertise in some of the most critical skills they will ever possess – skills that can protect your profits in these very challenging times of tight margins and sustained high expectations! Exam findings indicate we need to strengthen our compliance management program!

Patti Joyner of Financial Solutions will lead our program to discover new and improved solutions to the ever‐expanding regulatory challenges. She will discuss the latest developments regarding risk assessment, criminal activity patterns indicating increased problems and the bank’s reporting responsibilities that accompany those scenarios. Join us for the review of an updated and expanded risk assessment methodology including the required elements for documenting your bank’s risk assessment. Learn from others’ mistakes by reviewing the latest BSA/AML enforcement actions and how the criminals and terrorists are expanding their use of electronic payment methods, prepaid cards and just about anything else they can get their hands on!  Attendees will pick up new tricks and tips to maximize their programs designed to comply with these very important issues facing every financial institution. We’ll learn, we’ll laugh, and we’ll vent a little. Most importantly, we’ll be ready to face the latest version of BSA and AML challenges with a few more effective tools.

Stay tuned for a list of confirmed topics!

SPEAKER INFORMATION

Patti Joyner – Financial Solutions

Patti Joyner is a dynamic speaker and leader with strong, intuitive management skills, and a deep conviction that “excellence is not optional.” She has extensive experience in working with financial institutions, bank data processors and governmental agencies. Patti has more than 35 years of experience in the financial industry as an entrepreneur and financial institution executive. She is a Certified Public Accountant, skilled regulatory compliance consultant, bank operations specialist, system automation designer and an enthusiastic regulatory compliance instructor who believes in providing real-world solutions ready for immediate implementation.

Patti founded Financial Solutions in 1990 to offer financial institutions complete, cost-effective regulatory compliance solutions, thereby eliminating an institution’s need to rush to increase overhead. The company specializes in providing regulatory compliance assistance for financial institutions through policies, programs, on-site compliance reviews and customized training.

LODGING INFORMATION

Stay tuned for meeting location and lodging details! This program will be held in Raleigh.