30TH NATIONAL IN-STORE BANKING CONFERENCE. April 13-15, 2016 Le Méridien New Orleans, Louisiana

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1 30TH NATIONAL IN-STORE BANKING CONFERENCE April 13-15, 2016 Le Méridien New Orleans, Louisiana

2 ABOUT THE CONFERENCE In-Store, Storefront, and On-Site branches provide financial institutions with an increasingly precious asset in 2016: face-to-face access to thousands of customers each week. These small branches are becoming LARGE factors in determining which financial institutions are remaining relevant to an evolving online banking population. In-Store bankers were the industry s original Universal Bankers, and the best practices and strategies of In-Stores are being adapted for and adopted in newer, smaller branch designs everywhere. Financial Supermarkets, Inc. is bringing together leaders and trendsetters in this dynamic area of banking to share great ideas and best practices with you. WEDNESDAY, APRIL 13 4:00 6:00 pm - Welcome Reception/Registration/Idea Exchange Preview After your journey to New Orleans, join us for beverages and appetizers, gather your registration materials, and browse through this year s Idea Exchange display. This is the perfect opportunity to reconnect with the FSI staff and meet peers within your industry. THURSDAY, APRIL 14 8:00 9:00 am - Continental Breakfast 9:00 12:00 noon - General Session DAVE MARTIN Executive Vice President Chief Development Officer Financial Supermarkets, Inc. Sugar Land, TX CHRIS BOLER VP - Sales and Service ORNL Federal Credit Union Oak Ridge, TN MASTERS OF THE UNIVERSE Financial services companies across the land are aggressively adopting the Universal Banker model of banking. In-Store branches are the undisputed pioneers of this model. As technology transforms banking and erodes traditional branch foot traffic, In-Store branches are becoming the vital human interface of increasingly online operations. Dave will discuss the banking industry s existential challenges, how to position ourselves to survive and thrive going forward, and why the future of In-Store banking is even brighter than its past. IGNITE The landscape of the financial industry is changing rapidly. Simple transactions are being converted to lower cost channels such as mobile, online and interactive teller machines. Although efficient, often these new channels can seem cold and impersonal. ORNL s IGNITE service model is a simple, branded and modern approach to serving members with a personal touch in this changing climate. We treat members as guests in our facilities understanding they may be intimidated by banking. It is really nothing more than treating others how we want to be treated The Golden Rule!

3 THE MIDDLE-MAN IN THE MIRROR DAVID STAFFORD District Manager Denali Federal Credit Union Anchorage, AK When you want to improve your staff s performance, you must first take a closer look at yourself as a leader. As a spry 18-year-old beginning his career at a small Alaskan bank, David s expectations of himself were not high. Once given a chance to prove leadership skills, he began to realize what a difference he could really make in the lives of customers, co-workers, and the overall financial institution. Today s employees prefer quality leadership in a collaborative environment to be successful. This session will uncover how to evolve your status from a manager to a leader by discovering the qualities that make a leader effective. David will describe a leadership style that creates and leverages enthusiasm among staff members benefiting everyone involved. 12:00 1:30 pm - Lunch 1:30 4:30 - General Session AMY RICCITELLI Director of Partnerships Citizens Bank Smithfield, RI DANNY DELAROSA Market Vice President United Federal Credit Union BUILDING TRUE WIN/WIN PARTNERSHIPS Successful In-Store branch programs have healthy banker/retailer relationships at their very foundation. These relationships involve consistent communication, mutual planning, and shared goals of growing and solidifying each partners customer base both at corporate and individual store levels. Amy Riccitelli of Citizens Bank will share strategies and best practices that keep their retailer relationships strong and mutually beneficial. FROM THE FRONT LINE TO THE CEO SUITE You have a great idea that you really believe in. The problem is that management has not given a green light for you to pursue it. During this presentation you will learn how to take your idea and shape it to resonate from the front line, all the way to the CEO suite. Reno, NV LEADERSHIP AND LISTENING: 7 SECONDS THAT CAN CHANGE YOUR LIFE ALLISON CLARKE Trainer, Speaker, Author Allison Clarke Consulting West Linn, OR This high-energy, passionate entrepreneur and corporate trainer shares a warning label: My sessions are always high energy and not quiet, she says without apology. Clarke will have attendees on their feet, talking with each other, perhaps coming up on the stage with her. Expect no preaching and no PowerPoints in the highly interactive keynote. This engaging keynote is expected to give attendees many tangible takeaways including: Increased confidence in delivering their message Learning the single most important secret for effective public speaking More awareness of what body language is saying and how to manage it Learning how to maximize their human side for accelerated results

4 5:00 5:30 pm - Free Time 5:30 7:00 pm - Networking Social Join us on the Palm Terrace surrounded by the city lights and enjoy seasonal treats and beverages from the Le Méridien s distinguished culinary team. Evening activities provide a great opportunity to meet new friends, as well as catch up with old friends in a relaxed, social setting while building your professional and personal networks. After the social, take advantage of some of New Orleans s favorite places within a short walk or cab ride. Located in the Central Business District, the hotel sits across from Harrah s Casino and is close to high-end shopping, great restaurants, the historic French Quarter and some of the city s most popular attractions. Speak to the hotel s concierge for inspiration! FRIDAY, APRIL 15 8:00 9:00 am - Buffet Breakfast 9:00 11:30 - General Session AMY HURD EVP, In-Store and On-Site Branch Group US Bank Louisville, KY OPERATING AN IN-STORE PROGRAM IN THE NEW NORMAL U.S. Bank has the largest In-Store branch program in the country, operating more than 750 locations in 19 states. U.S. Bank also leads the largest On-Site program, operating in corporate, university, airport and other non-traditional locations in 22 states. This session will give you an overview of U.S. Bank s commitment to this distribution strategy, how it remains a key strategy for the future, and how this program continues to evolve within today s environment. BETTER BRANCHING WITH BALANCE DANIEL CLARKE VP/Member Services Service Credit Union Portsmouth, NH KEVIN PAUL SCOTT Author, Entrepreneur ADDO Worldwide Kennesaw, GA Service Credit Union values their role in the community and constantly finds ways to provide services to their members and future members. Throughout their extensive growth, Service Credit Union remains focused on quality and convenience. Can you put 24/7 service into a retail branch that is only open 11-5 on Saturdays? Sure! Dan will explain how they have done just that at their In-Store and On-Site branch locations. Learn more about their branch of the future and how it involves both the staff and technology to balance a win-win member experience. ESSENTIAL EXCHANGES: WHAT YOU HAVE TO GIVE UP TO GO UP Business means more than just products and services. Today, it s more important than ever for an organization to stand for something. Branding is what you tell the world you are; leadership is how you make it true. In this session, Kevin will share insights into how the most successful leaders make decisions, engage employees, and connect with customers. 11:30 - Conference Adjourns

5 Attendee COMMENTS WELL DONE! HIGH ENERGY! Learned so-o-o-o much! HIGHLY MOTIVATING. BEST CONFERENCE EVER! See you next year. Going home with tons of new, helpful strategies. FUN, FOOD, AND NETWORKING ARE GREAT. Cannot wait to come back next year. IDEA EXCHANGE One of our most popular events of the conference is the Idea Exchange. Proven, real promotions are on display for all attendees to explore. FSI Member* branch management and staff compete for prizes by submitting their best promotions. Ideas submitted will be awarded in the following categories: FSI Signature Award, Best Décor/Presentation, Best Branch Activity, Best Employee Game/Contest. Participants do not have to be present to win. Winners are chosen by attendees votes, select speakers, and FSI staff and will be announced at the conference and posted via FSI s Facebook page. Prizes for each award will be a free lunch for the entire branch staff. FSI Signature Award receives dinner on us! For more information or to enter your idea, log on to The Smart Cart and click Business Development and Marketing. All entries must be received by MARCH 4TH to be displayed and included for voting.

6 LE MÉRIDIEN NEW ORLEANS After a $29 million renovation, the all-new Le Méridien New Orleans mixes contemporary culture with its European heritage, creating a culturally refined and meaningful atmosphere in downtown New Orleans. Just steps from the French Quarter but in a quieter location, travelers will unlock a new experience where their passion points of culture and cuisine blend into the flavor of this magical city. This downtown New Orleans hotel is close to Harrah s Casino, the Warehouse District and many more intriguing things to do in New Orleans. Explore additional amenities and features online at $197 plus tax - single or double guestroom Rate listed will be available 3 days prior and 3 days post event dates, subject to last standard availability of guest rooms at the time of reservation. Deadline for reserving within the room block is March 4, Le Méridien New Orleans 333 Poydras Street New Orleans, Louisiana Contact the Le Méridien directly for your reservations at identifying yourself as a member of the FSI 2016 National In-Store Banking Conference. We encourage you to make your reservations early as there are a limited amount of rooms in the block. Online Reservation Link: REGISTRATION: [ FSI Members* are allowed one FREE registrant per FSI Member Branch currently open or planned to be open by August 1, Additional associates may register at reduced rates. Early Bird Discount Date - March 6, 2015 Before 3/6 After 3/6 Primary FSI Member* Registration FREE FREE Log on to to register. Members* are allowed one FREE registrant per FSI Member Branch Additional FSI Member* Registration $4891, $569Additional associates may register at reduced rates. currently open or planned to be open by August Non-FSI Member Registration $1599 $1799 * Early Bird Discount Date - March 4, 2016 Guest (meals, breaks, socials only) $369 $419 Before 3/4Member Branch, which is currently *An FSI Member is defined as a person working at3/4or with After an FSI Primary FSI Member* Registration FREE FREE open for business, or who has attended FSI Executive Planning. An FSI Member Branch is an in-store Additional FSI Member* Registration $499 $599 branchmember* facilityregistration $1599 $1799 that is currently under a Consulting/Training Agreement with Financial Supermarkets, Non-FSI Inc.(meals, Somebreaks, limitations apply. Guest socialsmay only) $369 $419 REGISTRATION *An FSI Member is defined as a person working at or with an FSI Member Branch, which is currently open for business, or who has attended FSI Executive Planning. An FSI Member Branch is an in-store branch facility that is currently under a Consulting/Training Agreement with Financial Supermarkets, Inc. Some limitations may apply.