CBA Webinars

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Maren Colon
mcolon@consumerbankers.com
202-552-6394

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  • IT Risk Management as a Competitive Advantage

    Contains 1 Component(s)

    Learn how companies stay ahead of their competition by streamlining IT and Information Security Risk Management processes to help increase efficiency, operate cost-effectively and achieve their goals.










    PRESENTERS:

    Kevin Malicki, Director of Product Management, Harland Clarke
    Sam Abadir, Director of Product Alliances, LockPath®

    ABOUT THE WEBINAR:

    Learn how companies stay ahead of their competition by streamlining IT and Information Security Risk Management processes to help increase efficiency, operate cost-effectively and achieve their goals.

    Governance, risk management and compliance (GRC) solutions can turn a necessary cost into a competitive advantage for your organization.
     
    In this webinar, Kevin Malicki, Director of Product Management for Harland Clarke and Sam Abadir, Director of LockPath Product Management will share how three financial institutions used their GRC capabilities to identify and assess risk in their organizations, determine and execute effective risk response strategies, and create value.

    1. A multi-national bank’s IT department significantly decreased business risk
    2. The compliance and risk management department of a financial services firm cut more than $500,000 in expenses and increased sales performance
    3. A financial institution increased vendor risk management productivity by more than 500%, while increasing program effectiveness and loss prevention

    THIS WEBINAR WILL COVER:

    1. Understand and address different types of risk 
    2. Manage disparate data and risk better
    3. Communicate compliance and risk internally
    4. Gain a competitive advantage through efficient and effective governance, compliance and risk management

    TOP 3 BENEFITS TO ATTENDEES:

    1. Learn tactical and strategic approaches to lowering the cost of risk management
    2. Identify your organization’s risk management maturity and learn what you can achieve
    3. Find out how other financial institutions have turned risk management into a competitive advantage

    Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.


    Kevin Malicki

    Director of Product Management, Harland Clarke

    More than 20 years of banking experience with senior level positions at SunTrust Bank and Fidelity Southern Corporation

    Drove the risk management activities at both financial institutions

    Expertise in delivering year over year revenue and efficiency improvements


    Sam Abadir

    Director of Product Alliances, LockPath

    More than 20 years of experience helping companies improve processes, identify performance metrics, and understand risk

    Works directly with financial institutions to help improve efficiencies and realize their institutional value

  • From Cross-Selling to Cross-Buying Pull-based Approaches to Increase Multi-Product Holdings

    Contains 1 Component(s)

    In this session we will learn how to reframe our marketing efforts and digital channels for pull-based revenue engagement.






    PRESENTERS:

    David Chung, Director at Simon-Kucher & Partners
    Matthew Jackson, Director at Simon-Kucher & Partners

    ABOUT THE WEBINAR:

    In this session we will learn how to reframe our marketing efforts and digital channels for pull-based revenue engagement. Discover how offer-presentment techniques including bundling design, choice architecture and gamification can lead to multi-product holdings. Learn how to encourage customers to self-identify needs and enter voluntarily into deeper engagement, all without the need to deliberately push or cross-sell. In addition to a detailed implementation framework, attendees will leave this session with the tools to identify the point of diminishing returns on rewards where it begins to only marginally increase product holdings; the price-sensitivities of target client segments, and their appetites for bundling and preferred rewards. Explore the latest approaches that effectively nudge clients towards a 3-product relationship and deeper engagement. Most banks think of their digital channels as a process improvement or cost-cutting opportunity, when it represents an opportunity for deeper revenue engagement that can reduce single product holdings.

    THIS WEBINAR WILL COVER:

    1. Proven offer presentment techniques that lead to multi-product holdings
    2. Pull-based cross-selling approaches
    3. Uncovering bundling appetites, price sensitivities and preferred rewards

    TOP 3 BENEFITS TO ATTENDEES:

    1. Framework and tools to implement a pull-based approach at your bank
    2. Proven techniques that increase multi-product holdings
    3. How to transform digital channels into a revenue engagement tool


    Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.

    David Chung

    Partner, Simon-Kucher & Partners

    David Chung is a partner at consultancy Simon-Kucher & Partners. David is an expert in developing B2B product and pricing strategies, product portfolios, price models, value communication, and B2B negotiation strategies for banks and financial institutions. David received an MBA from Duke University Fuqua School in Business specializing in Marketing Strategy and Finance, and a BS in Chemical Engineering & Economics from Columbia University in the City of New York.

    Matthew Jackson

    Director, Simon-Kucher & Partners

    Matthew Jackson is a Director in Simon-Kucher & Partners New York office and focusses on the psychological aspects of proposition design, pricing and value communication. He has delivered projects in digital presentment and gamification in the US, Europe, and the Middle East, and published numerous articles in the field. Matthew studied at Oxford University where he majored in Classics, and is a CFA charterholder.

  • Walking the Tightrope: Striking the Balance Between Fraud Prevention and UX

    Contains 1 Component(s)

    Application fraud and account takeover are rapidly rising in the U.S. and many financial institutions are scrambling to deploy mitigating controls. At the same time, the rising bar of customer expectations is pressuring them to remove friction and increase functionality to create seamless digital experiences for their customers.






    PRESENTERS:

    Julie Conroy, Research Director, Aite Group
    Ken Allen, Senior Vice President of Identity and Fraud, Equifax

    ABOUT THE WEBINAR:

    Application fraud and account takeover are rapidly rising in the U.S. and many financial institutions are scrambling to deploy mitigating controls. At the same time, the rising bar of customer expectations is pressuring them to remove friction and increase functionality to create seamless digital experiences for their customers.

    THIS WEBINAR WILL COVER:

    1. The latest trends and tactics in application fraud and account takeover. How fast is the fraud rising, and how do FIs plan to address?
    2. How important is the customer experience when considering new fraud solutions? And how do FIs strike the right balance between security and the UX?
    3. What types of solutions are FIs investing in to help?

    TOP 3 BENEFITS TO ATTENDEES:

    1. Acquire new customers without friction, while minimizing the risk of fraud
    2. Protect the integrity of your business and your reputation against fraud
    3. Reduce friction and improve the customer experience

    Julie Conroy

    Research Director, Aite Group

    As Research Director of Aite Group’s Retail Banking & Payments practice, Julie Conroy covers fraud, data security, and anti-money laundering issues. She has more than a decade of hands-on product management experience working with financial institutions, payments processors, and risk management companies, including a number of years leading the product team at Early Warning Services. Julie is often quoted in numerous media outlets, including The Wall Street Journal, U.S News and World Report, American Banker, and the New York Times.  Julie is fluent in Spanish and holds an M.A. in International Policy from the Monterey Institute of International Studies and a B.A. in Business Administration from the Michigan State University Honors College.

    Ken Allen

    Senior Vice President of Fraud and Identity Strategy, Equifax

    Ken Allen is an experienced financial and banking professional with extensive experience in areas including payments; fraud prevention; operations; and more. He is currently the SVP Fraud and Identity Strategy for Equifax. Previously, he served as Sr. Vice President of Operations at Socure, a New York based Digital Identity vendor; and prior to that as Sr. Vice President of Fraud and Debit Operations and Vice President of Bank Analysis at Capital One Bank. He also has experience as the Vice President, Head of Payments, Fraud and Operations at Western Union. He has a passion for technology and the use of it in business, both operationally and customer impacting.

  • Mortgage Pricing Analytics: Maximizing Revenue

    Contains 1 Component(s)

    Significant pressures on mortgage origination margins have impacted lenders from both sides of the P&L.





    PRESENTERS:

    Zach Wise, Director, Novantas 
    David Giles, Director, Bank of America
    Justin Whitener, Director of Analytics and Pricing, Ally Bank
    Andrew Frisbie, Managing Director, Novantas

    ABOUT THE WEBINAR:

    Significant pressures on mortgage origination margins have impacted lenders from both sides of the P&L.  Bank originators are facing a difficult task—handling a cyclical decline in total originations and a shift to purchase alongside added competition from non-bank mortgage companies pressure revenue.  On the expense side while all face increasing compliance and regulatory costs, leaving superior margin management capabilities as one of the sole near-term controllable drivers to maintain ROE and volume plans.

    This webinar will focus on benefits and uses of pricing analytics and strategy navigating today’s thin margin environment on focus and planning in this increasingly important topic.

    THIS WEBINAR WILL COVER:

    1. Achievable results through relationship pricing, purchase specials, regional based pricing strategy, and other applications
    2. Price exception, competitor matching, and sales driven strategy relating to competitive price in the industry
    3. Case study examples from leading practitioners of mortgage pricing analytics in the industry

    TOP 3 BENEFITS TO ATTENDEES:

    1. Understanding the role of price elasticity modeling and demand based pricing
    2. Overview of how an analytical pricing framework can benefit with sales-feedback
    3. Risks and areas to avoid when developing and implementing an optimization framework

    Zach Wise

    Director, Novantas

    Zach Wise is a Director at Novantas leading the Mortgage and Home Equity Product and Pricing Consulting Practice since early 2015. Prior to Novantas, Zach worked in industry at Bank of America where he led Mortgage Pricing Strategy, Home Equity Pricing, and Deposit Pricing teams. He has an MBA from Wake Forest and a B.S. in Statistics from Virginia Tech.

    David Giles

    Director, Bank of America

    David Giles is a Director at Bank of America responsible for enterprise alignment of First Mortgage pricing, valuation of portfolio mortgages, and risk-based pricing. David’s other roles at Bank of America and predecessors span over 15 years and include First Mortgage Margin Management, Capital Management (LOB Integration and CCAR), Acquisition Transition, and Finance.  Through each of these roles, his focus has largely been on creating new business processes, improving existing practices, and driving significant financial benefit

    Justin Whitener

    Director of Analytics and Pricing, Ally Bank

    Justin is the Director of Analytics and Pricing at Ally Home Loans, a division of Ally Bank, the 22nd largest bank by assets and over $75B in deposits.  His team drives the daily pricing, reporting, analytics, and the lock desk as well as developing new pricing strategies and modeling. Prior to joining Ally, Justin spent thirteen years at Bank of America covering several areas across Credit Risk, Regulatory Capital, Corporate Forecasting, Finance, and Mortgage Pricing

    Andrew Frisbie

    Managing Director, Novantas

    Andrew is a Managing Director at Novantas, Inc., where he leads the Product and Pricing unit, drawing on 15 years’ experience in product and pricing strategy, LOB strategy, and balance sheet management. He has led numerous engagements for clients in the areas of deposit and loan price modeling, proposition development, and balance sheet forecasting. His clients include many of the world’s largest money center institutions and regional banks across the Americas, the UK, and Australia.

  • Retail Sales Practices (Yes, we can still cross-sell.)

    Contains 1 Component(s)

    Join this webinar for a discussion on how bank culture impacts sales, service, and safety and soundness risk management.






    PRESENTERS:

    • Carl Pry, Managing Director, Treliant Risk Advisors
    • Scott Fisher, Managing Director, Treliant Risk Advisors
    • April Breslaw, Senior Advisor, Treliant Risk Advisors


    ABOUT THE WEBINAR:

    • How bank culture impacts sales, service, and safety and soundness risk management
    • The manner that sales goals and goal groupings can impact practices
    • How cross-selling should have a needs assessment lens
    • The best way to implement balanced incentive plans that are designed, vetted, and approved by cross-functional teams
    • The role of product neutrality, balanced scorecards, and KPIs in sales and risk practice
    • The role of emails and customer call backs in sales risk management
    • The importance of demonstrating fairness in sales practices and customer value in the product sales process
    • How early cancellation of products can be a red flag
    • The role of complaint monitoring in sales practices
    • How to monitor high and low performers

    THIS WEBINAR WILL COVER:

    1. Sales practices must haves
    2. Compliance considerations for sales practices
    3. When and why to conduct an independent review. Is it necessary?

    TOP 3 BENEFITS TO ATTENDEES:

    1. Practical advice for plan design
    2. Tips for monitoring desired client-facing interactions
    3. Forum for questions

    Carl G. Pry

    Managing Director, Treliant Risk Advisors

    Carl Pry, Managing Director of Treliant, is a seasoned executive with banking law, corporate finance, and regulatory compliance experience in Fortune 500 institutions, regional banks and industry consulting firms. Carl advises clients on commercial compliance, fair lending, corporate treasury and risk management.

    Over the last 18 years, Carl has held senior leadership positions including Senior Vice President and Compliance Manager for the Compliance and Control Division at KeyBank, Manager of Finance and Performance Management Service Line at Accenture, and Vice President of Regulatory Services at Kirchman Corporation. With strong knowledge and experience as a banking attorney and officer, Carl is a frequent contributor to and currently serves on the Editorial Advisory Board for the ABA Bank Compliance magazine.  As a featured speaker for numerous banking, compliance, and state bar associations, he has led training sessions across the country. Carl has served as an instructor at FDIC examiner school and back-up instructor for NCUA examiner school.  He has authored training programs covering consumer and commercial compliance, audit, quality control, tax, privacy and risk management.

    Carl is a columnist for ABA Bank Compliance and ABA Bank Marketing magazines.  He has authored scores of articles on financial issues and developed testing and support materials for BAI’s Anti-Money Laundering Professional certification and served as subject matter expert for web-based compliance and audit educational testing programs for banking training firms.  He is the author of “Internet Banking Manual”, a comprehensive guide to business planning, risk analysis and maintaining a presence for financial institutions on the Internet. For LexisNexis, he also authored “The New RESPA Rule: Navigating New Disclosures” and “The Evolution of Reg. Z: Increased Duties and Responsibilities for Lenders.”

    Carl holds a JD and an MBA from the University of Toledo and a BSBA from Bowling Green State University. He is also a Certified Regulatory Compliance Manager and Certified Risk Professional. 

    B. Scott Fisher

    Managing Director, Chief Revenue & Strategy Officer, Treliant Risk Advisors

    Scott Fisher, Managing Director of Treliant, is a senior financial services executive with a 32-year career in banking, including responsibility for mortgage, retail banking, consumer credit, product management, investments, private banking, commercial banking, network planning, e-commerce, call centers, and operations. He has overseen large-scale mortgage originations, fulfillment, and servicing at major US banks. He has overseen annual originations of $11 billion, a balance sheet of $3 billion in residential mortgages, and a servicing portfolio of $8 billion.

    Scott has led multiple mergers and acquisitions from due diligence through integration, as well as variable compensation design and administration, credit policy, and balance sheet/liquidity management. He has significant regulatory relations experience, including state and federal examinations, complaint resolution, and exam remediation. Scott has partnered to build compliance programs in retail banking, brokerage, mortgage, and wealth management from the first-line-of-defense perspective.

    At Treliant, Scott counsels clients on sales practices, third-party risk management, mortgage operations, brokerage, and compliance matters. He has a hands-on perspective on the industry, future trends, and emerging risks, enabling him to provide strategic and practical advice to financial services companies on the challenges they face today. Scott also directs Treliant’s strategy and business development and coordinates the firm’s business with affiliated organizations in his operating role of Chief Revenue and Strategy Officer. He is a member of Treliant’s Executive Leadership Team, based in Washington, DC.

    Prior to joining Treliant, Scott held senior leadership positions with First Niagara Financial Group and Wachovia National Bank. He is active in financial services trade associations, including the Consumer Bankers Association, American Bankers Association, and Mortgage Bankers Association. He is a graduate of the University of North Carolina at Chapel Hill with a BS in Business Administration.

    April Breslaw

    Senior Advisor, Treliant Risk Advisors

    April Breslaw is a Senior Advisor with Treliant Risk Advisors. She has held multiple leadership positions at federal financial regulatory agencies, including Deputy Assistant Director, Office of Supervision Policy, at the Consumer Financial Protection Bureau (CFPB), which she joined as it was being built in 2010. Her other roles have included Chair of the Consumer Compliance Task Force at the Federal Financial Institutions Examination Council (FFIEC); Associate Director, Compliance Policy and Examinations, at the Federal Deposit Insurance Corporation (FDIC); and Managing Director at the Office of Thrift Supervision (OTS).

    April is deeply knowledgeable and well-positioned to assist financial services companies in addressing compliance risks and responding to regulatory, supervisory, and enforcement concerns. She has experience with the range of compliance issues that arise as financial products and services are offered to consumers. She also has heightened insight into how all federal banking agencies view potential Unfair, Deceptive, or Abusive Acts or Practices (UDAAP).  

    April’s background provides her with the ability to:      

          Assess compliance management systems and propose options that may increase their effectiveness. These efforts may  reduce the risk of adverse examination findings and enforcement actions by federal regulators;

          Advise firms about how to negotiate an acceptable resolution when compliance management issues or potential violations of consumer financial services law have been raised, as well as recommend efficient ways to carry out measures required by supervisory proceedings, enforcement actions, or private litigation; and

          Alert firms to emerging compliance risks, including the implications of regulatory proposals, guidance, and public statements made by the CFPB and other federal banking agencies about consumer protection issues.

    April holds a JD from the George Washington University Law School and a BA with honors from the University of Miami.  

  • Aligning Risk Constraints and Marketing Objectives to Drive the Right Customer Offers

    Contains 1 Component(s)

    Often the Risk and Marketing departments are at odds in banking decisions - Marketing wants to grow revenue and bring in new customers, while Risk wants to make sure those offers are not introducing losses. Hear an analytic success story that brings together Risk and Marketing to simultaneously evaluate risk and customer affinity to discover profitable marketing strategies.





    PRESENTERS:

    Matt Stanley, Global Segment Leader, Custom Analytics & Applied Optimization
    Sonja Clark, Senior Consultant, Applied Optimization

    ABOUT THE WEBINAR:

    Often the Risk and Marketing departments are at odds in banking decisions - Marketing wants to grow revenue and bring in new customers, while Risk wants to make sure those offers are not introducing losses.  Hear an analytic success story that brings together Risk and Marketing to simultaneously evaluate risk and customer affinity to discover profitable marketing strategies.  Whether you need to mine your existing customer base for proactive cross-sell campaigns or maximize your budget for lead purchase, you can calibrate your marketing with analytic insight tempered with business control.

    THIS WEBINAR WILL COVER:

    1. Current challenges in marketing for banks
    2. How analytics unite risk and marketing in responsible growth
    3. Options for marketing innovation

    Sonja Clark

    Senior Consultant, Applied Optimization

    As a Senior Consultant in FICO’s Applied Optimization Practice, Sonja Clark has global responsibility for sales and marketing of FICO’s Decision Optimization solutions.

    Sonja joined FICO in 2010 as a data scientist, assisting and subsequently managing the delivery of complex predictive and prescriptive analytic solutions for clients throughout North and South America.  Her delivery work includes optimizing the credit limits for the majority of Canada’s credit card portfolios, leading to tens of millions of dollars of incremental profit and balance growth without incremental risk.  In addition, Sonja led the delivery of the Toyota Financial Service’s award-winning Collections Treatment Optimization solution that has kept 1600 customers in their cars and avoided millions in losses as a result of applying the optimal contact for each delinquent customer. Sonja holds a Master’s degree in Statistics from the University of Michigan, and undergraduate degrees in mathematics and psychology.  Prior to joining FICO, Sonja worked for the US Census Bureau in Washington, DC.

    Matt Stanley

    Global Segment Leader, Custom Analytics & Applied Optimization

    Matt Stanley has global responsible for sales and marketing of FICO’s custom analytic services and analytic tools, including Decision Optimizer, Xpress Optimization, Model Builder, and Scorecard Professional. Matt joined FICO in 1999 as a statistician. His first 4 years at FICO were split between developing new analytic products and delivering custom analytics for clients. His client work includes risk, attrition, and profitability modeling as well as optimization projects spanning decision areas such as credit line management, marketing, fraud, and retention. He subsequently spent 2 years in Analytic Product Management and then led Analytic Pre-Sales for 2 years. Since 2007, Matt has held various sales roles.

    Matt holds a Master’s degree in Economics with an emphasis in econometrics and game theory. Prior to joining FICO, Matt taught economics at San Francisco State University.

  • Implementing a Long Term Digital Banking Strategy

    Contains 1 Component(s)

    Digital disruption is a fully-formed phenomenon in the banking industry driven not by consumers in search of technology that can deliver convenience and simplicity.








    PRESENTER:

    Kevin C. Karrels - Senior Vice President, Digital Channel Strategy Executive, First Tennessee Bank

    ABOUT THE WEBINAR:

    This webinar features Kevin Karrels, Senior Vice President and Digital Channel Strategy Executive at First Tennessee Bank. With disruption a fully-formed phenomenon in the banking industry driven by consumers in search of technology that can deliver convenience and simplicity. In the coming year regional, midsize, and community banks must begin to get their digital houses in order or risk losing customers to the largest institutions that are implementing and sustaining long term digital banking strategies.  Thanks to the emerging technology in the digital banking space, it is possible for these banks to take the actions necessary to become competitive.  Kevin Karrels will provide practical, relevant roadmap for achieving this goal.

    THIS WEBINAR WILL COVER:

    1. Classifying and vetting your vendor options.
    2. Identifying the minimum viable feature set for a long term strategy.
    3. Determining the implementation strategy that best fits your institution.

    TOP 3 BENEFITS TO ATTENDEES:

    1. Pragmatic, applicable insights to use in responding to the digital transformation in banking.
    2. Specific suggestions concerning the foundational requirements to sustain a long term digital banking strategy.
    3. Guidance based on experience about the challenges and opportunities when implementing the elements critical for a successful digital banking strategy.


    Kevin Karrels

    Senior Vice President, Digital Strategy Executive

    Kevin is a proud graduate of Auburn University and 18 year veteran at First Tennessee Bank, headquartered in Memphis, TN.  His 18 year career has spanned across many functions within the retail and consumer bank organization.  Starting his career within the branches he still uses those customer interactions to shape his strategies.  Over the last 7 years Kevin has been focused on bank strategy and changing customer preferences.  First in his role as Retail Segment Leader and now in his role as Senior Vice President, Digital Strategy Executive he has focused on the customer journey and the preferred channels.  As Retail Segment Leader he began the transition to concierge banking at First Tennessee, making the customer interaction more personal and more efficient.  He also led a change in how employees interact with the customer and changed the definition of a successful center.  Kevin also served on the innovation council within First Tennessee Bank during his tenor as Retail Segment Leader.  This experience led Kevin to accepting the new opportunity as the Digital Strategy Executive 4 years ago.  Kevin inherited an out of date and disjointed digital channel.  His first step was to replace the aging and complex online banking system with a new platform that would allow for a unified, competitive, and highly configurable environment to grow the First Tennessee Bank digital strategy.  Phase one, online banking replacement, is complete and phase two, mobile banking replacement is well underway.  Kevin looks forward to the opportunities that lie ahead to serve customer’s where they are, when they want to be served, and in any channel which they choose to use.  

  • Human Capital Strategies for Staffing the New Bank Branch

    Contains 1 Component(s) Recorded On: 03/07/2017

    To be successful in today’s banking industry, banks need to consider new human capital strategies that incorporate workforce technology to support the new branch transformation — which could include moving to the universal banker model.

    image

    PRESENTERS:

    Kevin Steel, Industry Principal, Kronos
    Bob Meara, Senior Analyst, Celent

    ABOUT THE WEBINAR:

    To be successful in today's banking industry, banks need to consider new human capital strategies that incorporate workforce technology to support the new branch transformation — which could include moving to the universal banker model.

    This webinar, hosted by the Consumer Bankers Association, will feature industry experts from Celent and Kronos in a discussion of why and how human capital management technology offers more effective ways to schedule employees and staff to demand — resulting in a more agile and efficient workforce that drives higher levels of customer satisfaction.

    THIS WEBINAR WILL COVER:

    1. Review Celent report: Human Capital Considerations for the New Branch and findings
    2. Provide insight on what staffing changes branches are considering at their organization
    3. How technology can help support the branch transformation

    TOP 3 BENEFITS TO ATTENDEES:

    1. Listen to industry experts explore provide valuable insight into branch transformation
    2. Ideas on new staffing strategies that can be implement at branches
    3. How technology can help to create a more efficient workforce and improve customer satisfaction

    Kevin Steel

    Industry Principal, Kronos Incorporated

    Kevin has been developing and selling workforce management solutions to banks for over 25 years. His background includes both working in and consulting to the banking industry. Because of his background, Kevin brings an informed perspective, providing additional credibility and knowledge to the process. Earlier this year he joined the Kronos team as a Retail Banking Expert, and can expound on how the Kronos solution is uniquely capable of assisting Banks in managing their retail networks through this transformative time.

    Bob Meara

    Senior Analyst, Celent

    Bob Meara is a senior analyst in Celent's banking group, with a research focus on branch and ATM delivery channels, customer analytics and check and cash payment processing technologies. A well known authority on remote deposit capture, Mr. Meara has led multiple consulting engagements including several proprietary research projects involving financial services hardware, software and the impact of self-service on branch banking.

    Before joining Celent, Mr. Meara was the director of product marketing at Alogent. Previously, Bob has also held positions in marketing and brand management at Stonebridge Technologies, Telemate.net Software, BellSouth, Hayes Corporation, and Procter & Gamble in addition to being a commissioned naval officer.

    Mr. Meara earned a B.S. in Applied Physics and Electrical Engineering from Case Western Reserve University.

  • Workforce: The Single Most Important Success Factor in Branch Transformation

    Contains 1 Component(s) Recorded On: 02/15/2017

    Branch transformation is not a project; it’s an iterative process. Branch technology, competitive products, branch design or renovation, and back-office automation are important factors for success with branch transformation. However, the single most important success factor in branch transformation is the workforce.


    PRESENTERS:

    Randy Ross, Executive Vice President, Kiran Analytics
    Dave Martin, President, Bankmechanics

    ABOUT THE WEBINAR:

    Branch transformation is not a project; it's an iterative process. Branch technology, competitive products, branch design or renovation, and back-office automation are important factors for success with branch transformation. However, the single most important success factor in branch transformation is the workforce. Why? Because deployment of branch technologies depends on user adoption by the branch workforce. Successful selling of new products and services depends on the effectiveness of the front line staff. And, success with automation of back-office operations depends on proper utilization of staff members.

    Ultimately, the quality of the customer interactions provided by front line branch staff and the productivity of the branch workforce are still the two most sustainable differentiators of retail banks.


    THIS WEBINAR WILL COVER:

    • The hidden impact of branch interactions on digital
    • Branch activity analysis for position planning and resource capacity optimization
    • Technology utilization
    • Sales and service process effectiveness
    • Tools for engaging, informing, and motivating bankers


    TOP 3 BENEFITS TO ATTENDEES:
    • Gain insights from experts who work closely with retail banking line of business leaders
    • Learn about the common challenges with branch technology utilization and how to address them
    • Find out about the best practices of banks for assessing and improving banker productivity

    For technical assistance with the web platform, please email cba@commpartners.com or call 1-800-274-9390.

    Randy Ross

    Executive Vice President, Kiran Analytics, Inc.

    Randy Ross leads global client management and business development for Kiran Analytics. His career has focused on delivering breakthrough results to financial services companies spanning the areas of payments, marketing services, operations, customer management, change management, workforce management, and technology. Leading the teams that deliver Kiran's predictive analytics driven branch transformation solutions, his central focus includes talent acquisition, workforce management, customer experience, and resource optimization.

    Randy has been a frequent speaker in Retail Banking and Banking Analytics conferences.

    Dave Martin

    President, Bankmechanics

    Dave Martin is the president of Bankmechanics, a firm dedicated to providing tools to engage, inform, and motivate bankers. As an expert on retail branch and in-store banking, Dave has trained and consulted on-site with over 200 banks in 46 states and Canada over the past 20 years.

    Dave Martin's Advantage Letter is one of the longest running newsletters in the banking industry - inspiring thousands of bankers, retailers, and service industry professionals to help their teams succeed. Dave also writes the longest running monthly opinion column for the American Banker publication.

    His unique perspectives have made him a frequently featured speaker at retail banking conferences.

  • Debit Trends and Cardless ATMs - A Cash Access Evolution

    Contains 1 Component(s) Recorded On: 12/15/2016

    Get the latest on debit industry trends, and discover how you can enhance consumer loyalty and improve your competitive edge, while optimizing portfolio profitability.

    image

    PRESENTERS:

    Carol Specogna, VP, Accel Debit Payments Network, Fiserv
    Brandon Watkins, VP, Product, Card Manager, IBERIABANK 

    ABOUT THE WEBINAR:

    Get the latest on debit industry trends, and discover how you can enhance consumer loyalty and improve your competitive edge, while optimizing portfolio profitability. Learn how your bank can leverage an evolving payments environment, while navigating through an uncertain regulatory environment. And learn about one of the most popular trends—how convenient cardless access at ATMs and other locations nationwide can enable you to be there for your accountholders with secure and immediate access to their cash when they need it.

    THIS WEBINAR WILL COVER:

    1. What are the latest trends in the debit payments industry, and where is it heading? 
    2. With the ongoing evolution of the payments industry, how is Accel better positioning financial institution issuers with their accountholders? 
    3. How relevant are ATMs in the digital age?

    TOP 3 BENEFITS TO ATTENDEES:

    1. Learn how the debit payments industry is evolving.
    2. Learn how to optimize debit portfolio profitability post-Durbin
    3. Learn about consumers expectations of more on-demand services

    ABOUT OUR PRESENTERS:

    Carol Specogna
    Vice President, Accel Network
    Fiserv

    Carol Specogna is Vice President of the Accel Network for Card Services at Fiserv, with responsibility for driving transaction growth and cardholder satisfaction for one of North America's premier debit payments networks. Prior to joining Fiserv, she worked at EDS and KeyBank.  Carol received her Bachelor of Commerce degree in Finance from the University of British Columbia, earned her MBA from Case Western Reserve University, and holds a Graduate Certificate in Applied Statistics from Penn State University.

    Brandon Watkins
    Vice President, Product, Card Manager
    IBERIABANK

    Brandon Watkins is VP and Operations manager of EFT/Debit Card Services for Iberia Bank with 24 years in the financial services industry with greater than 15 years in the Cards and Payments space.  Brandon previously worked as Cards and Product manager for Regions bank, attended the University Of Alabama at Birmingham and holds a private pilot certificate from Wallace State University.  Roles and responsibilities have included Operational direction and support of new Card products and initiatives to include Apple Pay, EMV, Personalized Cards and General Purpose Reloadable as well as has responsibility for the general direction of the Electronic Banking group including fraud mitigation and authorization performance.  Brandon is also a member of the Accel Network Strategic Advisory Council.