lead360 - north dakota bankers association · should attend lead360 to gain personal and...

C O N F E R E N C ELEAD360

C O N F E R E N C E

February 24 & 25, 2015Courtyard by Marriott, Bismarck

March 7 & 8, 2017Courtyard by Marriott, Bismarck

Tuesday, March 78:00 am Registration and Continental Breakfast

8:30 am Welcome

8:35–9:45 am Rapid-Fire RoudtablesJoin us for a fast-paced networking session to get to know other attendees and discuss current issues.

9:45–11:55 am “Mindset Matters: Align Your Bank’s Thinking to Impact Performance & Profi ts”Chris Scaffi di, The Pacifi c Institute, Cedar Rapids IA

True success comes when the thought patterns of individuals in the bank are aligned toward the same goals. Experience an organizational cultural and performance optimization process and discover strategies leaders can employ to help people perform closer to their potential.

• Assess the bank’s current culture: Where is ineffective thinking creating ineffi ciencies?• Increase leadership alignment and employee engagement• Build a culture of co-accountability • Address habits of thought that impact execution• Optimize culture to increase future performance and profi t

12:00 pm Lunch and Networking

12:50–1:50 pm “10 Trends for 2017 that will Change the Way your Bank Does Business” Chris Nichols, CenterState Bank, Walnut Creek CA

This session will focus on 10 actionable trends that are already changing the face of banking. More than technology, we will look at concepts bankers should consider when managing the strategic plan.

2:00–3:00 pm “Regaining Customer Intimacy: Build Rock-Solid Relationships with Your Highest-Priority Customers”Chuck Bruney, Align fsc, Inc., Atlanta GA

Customers are no longer steadfastly loyal to their banks. Instead, they’re shopping for value and transferring larger portions of their business with little concern for fi delity. And why not? They have a wider array of choices from an expanding pool of capable providers who are transforming themselves into convenient, lifestyle-oriented partners. The good news? Straightforward Customer Experience Management practices are readily accessible to manage customer interactions, build rock-solid relationships with the highest-priority customer segments and accelerate your bank’s growth and profi tability.

3:10–4:00 pm Panel Discussion

What keeps you up at night? Generating new leads, promoting your brand, inbound marketing, leveraging data, the Internet of Things or predictive analytics? Szudera will moderate a panel discussion with experts Chris Nichols and Chuck Bruney to delve into your biggest issues and get answers to your most pressing questions.

4:00–5:00 pm Reception

ARE YOU IN THE GAME? Organizational Culture Banking Trends Customer Experience Employee Engagement Data-Driven Marketing

Bank leaders in sales, lending, marketing, retail and customer service

should attend LEAD360 to gain personal and professional benefi ts.

WHO SHOULD ATTEND

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Learn how to provide winning customer service while tapping into competitive advantages.

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Shelley SzuderaDirector of MarketingChoice FinancialGroup, Fargo

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Chuck Bruney, CEO of Align FSC, has nearly thirty years of experience assisting fi nancial services organizations accelerate profi tability and growth. He is considered an expert on business strategies and has led projects in nearly all facts of the contemporary marketing sciences. He has particular expertise in the market segmentation techniques coupled with modern CRM technologies.

Mike Martin is a digital advertising sales and marketing specialist with over nine years’ experience working with businesses in all areas of digital marketing. Most importantly, Mike has developed digital solutions that get results for businesses.

Wednesday, March 87:30–8:00 am Hot Breakfast Buffet

8:00–9:15 am “What’s NOT Being Said Needs to be Understood”Pete Smith, SmithImpact, Arlington VA

If we’re going to connect with people on a different, more meaningful level, then it’s important to meet them beneath what’s visible on the surface. This is a challenging and entertaining session that will explore the dynamics of human interaction. Participants will:

1. Uncover how experiences, thoughts, beliefs and history infl uence a conversation2. Recognize inherent bias in listening and how to adopt a listening lens that produces the best results3. Learn specifi c words or phrases that trigger a listener in undesirable ways4. Understand how best to connect with someone who appears disagreeable 5. Learn how to use words that increase team creativity, morale, and performance

9:30–10:15 am “Managing Data and Tying it to Digital Marketing: Using Your Database to Retain and Acquire Customers”Mike Martin, Bridge, Denver CO

A business’s most important asset is its customer and its database. However, most businesses are not great at managing data. Even if lists have been merged, purged, de-duped and verifi ed, the business knows very little about that person on the list. Learn how to take data, consolidate it and cleanse if needed. Then discover how to deliver email marketing, mobile advertising and other digital platforms to show a real ROI.

10:30–11:30 am “Get in the Game! You Can’t Win if You Don’t Play”Pete Smith, SmithImpact, Arlington VA

No one ever joined the major leagues to bunt. What if you’re meant to swing away and win the game? Based on Pete’s book Dare to Matter, this session outlines a detailed framework designed to help busy banking professionals live life through a lens of signifi cance, not just success. Beginning with the foundation of choice and ending with a focus on impacting others, each phase is designed to shift the way we think, expand our vision and uncover our deepest desires and perceived limitations…all lessons Pete learned from surviving a stroke. Get ready to poke the lion.

Keynote Speakers

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Explore the way you think, the things you do, and the results you create.

Chris Nichols, chief strategy offi cer for CenterState Bank, specializes in process improvement, marketing, pricing, technology/innovation, risk management and creating superior bank performance. Chris has 25+ years of banking experience, is an active bank investor, small business owner, entrepreneur and author, including his new book the Successful Lender’s Field Guide. In addition, Chris is producer and host to a weekly podcast on iTunes called “Bank To Bank.”

Chris Scaffi di, director of market development for The Pacifi c Institute, is a nationally-recognized speaker who works with organizations to develop strategies around employee engagement, motivation and performance enhancement. Chris presently oversees The Pacifi c Institute US-Operations Banking Initiative, which helps banks to optimize work cultures to improve staff performance and bank profi ts.

Pete Smith, is one of the most sought-after international speakers and trainers in the fi eld of leadership, management, personal growth and development. His energetic, edgy, interactive style is complimented by his ability to provide practical takeaways that actually work, while having a little fun in the process.

REGISTRATION

A block of rooms has been reserved at the Courtyard by Marriott.

Deadline to reserve rooms: February 20Please call the hotel directly and ask for the North Dakota Bankers Association room block. Courtyard by Marriott3319 N 14th Street, Bismarck NDPhone: 701.223.6667Room rate: $139

Questions? Contact NDBA SVP of Education Dorothy Lick at 701.223.5303.

Registration fee includes entrance to sessions, breakfasts, lunch, refreshment breaks, conference materials and the evening reception.

Register by February 15 and save! Fees listed are per person.

Advance After February 15NDBA Member $295 $320

Refund PolicyRefund less $25 will be made if requested one week prior to conference. No refunds after that date. If you are unable to attend, substitution by another bank employee is encouraged.

Tax Disclaimer The cost for all meals and breaks at the conference is $55. This information is provided for your tax records, in keeping with the IRS 50% deductible provision under Section 274(n) of the Internal Revenue Code.

NDBAPO Box 1438Bismarck ND 58502-1438Phone: 701-223-5303www.ndba.com

Special thanks to the NDBA Marketing Committee members who helped plan this year’s conference: Dalene Brock, Matthew Hallaway, Steve Heydt, Shantel Hellman, Pam Knudson, Shelley Szudera, Alison Wald, Melissa Wulf and Lonna Willer Smith.

HOTEL INFORMATION

Thank you to our sponsors.

Please send an invoice.

Check enclosed.

I’d like to pay by credit card. Please contact me.

REGISTRATION

Mail this form with payment to:

North Dakota Bankers AssociationAttn: RegistrationPO Box 1438Bismarck ND 58502-1438

Or email to: [email protected]

March 7 & 8, 2017Courtyard by Marriott, Bismarck, ND

Organization Information

Bank/Company ___________________________________________________________________ Phone _________________________________________________________________

Address __________________________________________________________________________________________________________________________________________________

City ____________________________________________________________________________ State _______________________________ Zip ______________________________

Registrants

Registrant 1 _______________________________________________________________________________________________________________________________________________

Email ____________________________________________________________________________ Branch Location ________________________________________________________

Registrant 2 ______________________________________________________________________________________________________________________________________________


Registrant 3 ______________________________________________________________________________________________________________________________________________


Total Due ___________________________

HOTEL INFORMATIONA block of rooms has been reserved at the Courtyard by Marriott and the adjacent Residence Inn Bismarck North.

Deadline to reserve rooms: February 20.Please call the hotel directly and ask for the North Dakota Bankers Association room block. Courtyard by Marriott3319 N 14th Street, Bismarck NDPhone: 701.223.6667Room rate: $139

Registration fee includes entrance to sessions, breakfasts, lunch, refreshment breaks, conference materials and the reception.

Register by February 15 and save!

Advance After February 15NDBA Member $295 $320

Refund PolicyRefund less $25 will be made if requested one week prior to conference. No refunds after that date. If you are unable to attend, substitution by another bank employee is encouraged.

Tax Disclaimer The cost for all meals and breaks at the conference is $55. This information is provided for your tax records, in keeping with the IRS 50% deductible provision under Section 274(n) of the Internal Revenue Code.

lead360 - north dakota bankers association · should attend lead360 to gain personal and...

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