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Conference Program

Date


Marketing Your Community Bank or
Credit Union to Small Businesses

June 24th, 2010

Stu Richards
CEO
Bredin Business Information

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Big Bank Customers... Your Best Prospects?

June 3rd, 2010

Bob O'Meara
Director of Research
Raddon Financial Group

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Traits of the High Performance Institution

May 20th, 2010

Bill Handel
Vice President, Product Development
Raddon Financial Group

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Leveraging Multiple Communication Channels for Enhanced Onboarding and Increased Cross-Selling

May 13th, 2010

Jim Marous
Director of Marketing Services
Harland Clarke

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Driving New Business Revenue

May 6th, 2010

Annette Leonard
National Sales Director
Beacon and Company

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The Customer Doesn't Trust You:  Now What?

April 29th, 2010

Deborah Nixon, Ph.D.
Founder
Trust Learning Solutions

David Hurst
Consultant
David K Hurst Associates

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Developing a Rational Approach to Paperless Lending

April 22nd, 2010

Charles Jarrett
Senior Lending Consultant
FIS

Joel Berman
Consultant
FIS

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The Future of the Branch:
Optimizing Your Delivery Channels

April 15th, 2009

Trent Fleming
President
TFA Consulting

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Simple Marketing Solutions Emerging from the Chaos of a Tool-laden Business Environment

April 8th, 2010

Larry Daniel
Executive Vice President, Consulting
Conclusive Marketing

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Reducing Core Processing & Back Office Costs

March 25th, 2010

Greg Schratwieser
President
ICI Consulting

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Best In Class Loyalty and Satisfaction Tracking Programs

March 18th, 2010

Dr. Tom Fusso
Senior Vice President - Division Head
Market Probe Inc.

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Building Deeper Relationships Through Better Onboarding and Customer Experience Management

March 11th, 2010

Gary Stein
Partner
Capital Performance Group

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Effectively Communicating Reg. E Options

March 4th, 2010

Jim Marous
Director of Marketing Services
Harland Clarke

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Extending and Enhancing Loyalty Programs with Loyalty Shopping

February 23rd, 2010

Dave Andre
Founder and Chairman
Mall Networks

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Factoring Vs. Bank Financing

February 9th, 2010

Sarsha Adrian
Senior Consultant
Graber Associates LLC

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Direct Mail for Financial Institutions

February 4th, 2010

Steve Cuno
Chairman
RESPONSE Agency, Inc.

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Banks 'Talk the Talk', But Can They 'Walk The Walk'?

January 28th, 2010

Chris McDonnell
Vice President
Greenwich Associates

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Why Your Bank Needs a Bank and Branch Acquisition Playbook

January 26th, 2010

Jim Gorski
Consulting Manager
FIS

Bill Claman
Banking Business Specialist
FIS

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Bill Payment Processing – Are Banks Winning
With Check 21 Image Deposits?

January 14th, 2010

Ed Bachelder
Director of Research
Blueflame Consulting

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A New Payments Strategy

January 12th, 2010

Trent Fleming
Financial Services Industry Consultant

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How to Evaluate Core Processing Vendors

January 7th, 2010

Greg Schratwieser
President
ICI Consulting Services

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Strong Authentication in The Financial Services Industry

December 17th, 2009

Dan Schutzer
Executive Director
FSTC Division of Financial Services Roundtable

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10 Fundamentals of Transactional Behavior in Marketing

December 15th, 2009

Larry Daniel
Executive Vice President, Consulting
Conclusive Marketing

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IDC Financial-Insights Corporate Treasury Trends 2009

December 10th, 2009

Jeanne Capachin
Research Vice President, Global Banking
Financial Insights

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The Case for Aggressively Restructuring Branch Networks

December 3rd, 2009

Tom McGrath
Banking Business Consulting Manager
FIS Consulting

Scott Morgano
Integration Services, Vice President
FIS Consulting

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The New Face of Factoring

November 17th, 2009

Sarsha Adrian
Senior Consultant
Graber Associates LLC

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Intellectual Property and Critical Information Risks
for the Financial Services Professional

November 3rd, 2009

Burke Files
President
Lubrinco

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Marketing Your Community Bank or
Credit Union to Small Businesses

October 29th, 2009

Stu Richards
CEO
Bredin Business Information

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All in the Execution:
Keys to Superior Fee Income Performance

October 27th, 2009

Heidi Hahn
Senior Marketing Consultant

FIS Consulting

Darryl McGee
Managing Director - Revenue Consulting Practice
FIS Consulting

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Global ACH Payment Processing

October 20th, 2009

Jon Lear
Vice President
Earthporte

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Maximize Reach with Insurance Purchasing Insights:
2009 Nielsen Insurance Audit Survey

October 13th, 2009

Julie Pabich
Consultant, Consumer Research
Nielsen Claritas

Ryan Arnold
Director of Primary Research
Nielsen Claritas

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How to be the Only Bank in Town

October 6th, 2009

Steve Cuno
Chairman
RESPONSE Agency, Inc.

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Acquisition Success in Turbulent Times

October 1st, 2009

Jim Gorski
Managing Director, Acquisition Integration
Metavante Corporation

Ed Benkert
Engagement Manager, Engagement Management Consulting and Professional Services
Metavante Corporation

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Inspire Corporate Culture and Drive Growth
Through New Product Innovation

September 29th, 2009

Chris Colson
Vice President, New Product Innovation
Equifax

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Your Monthly Account Analysis Statement - Presenting Value

September 24th, 2009

Bill Andrules, MCP
Director of Software Development
Weiland Financial Group

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Banks ‘Talk the Talk’ but Can They ‘Walk the Walk’:
The Importance of Brand in a Challenging Market

September 22nd, 2009

Chris McDonnell
Vice President
Greenwich Associates

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Marketing in the New Financial Marketplace

September 17th, 2009

Jim Marous
Marketing Services Director
Harland Clarke Corporation

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Maximize Reach with Insurance Purchasing Insights:
2009 Nielsen Insurance Audit Survey

September 15th, 2009

Julie Pabich
Consultant, Consumer Research
Nielsen Claritas

Ryan Arnold
Director of Primary Research
Nielsen Claritas

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Person-to-Person Payments:
A Lucrative and Untapped Market Opportunity for Banks

September 10th, 2009

Sanjeev Dheer
CEO and President
CashEdge

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The New Face of Factoring

September 8th, 2009

Sarsha Adrian
Senior Consultant
Graber Associates LLC

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Bill Payment Processing – Are Banks Winning
With Check 21 Image Deposits?

September 3rd, 2009

Ed Bachelder
Director of Research
Blueflame Consulting

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Growth Opportunities in Troubled Times – Multicultural Consumer Segments that Defy the Trends

September 1st, 2009

Michele Valdovinos
Senior Vice President
Phoenix Multicultural

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Seizing Competitive Edge with Granularity in Trigger Marketing

August 27th, 2009

Larry Daniel
Executive Vice President, Consulting
Conclusive Marketing

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Translating Brand to Action

August 25th, 2009

Nicholas T. Miller
President
Clarity Advantage Corporation

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Proven Approaches to Growing Core Deposits

August 20th, 2009

Scott T. Morgano
Vice President and Practice Manager
Metavante Corporation

Barbara S. Erskine
Banking Business Consultant Manager
Metavante Corporation

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The Generations of Banking
How Gen Y, Gen X, Boomers and the Mature Age Groups Differ in Their Financial Behavior, Channel Preferences and Attitudes About the Current Economy

August 13th, 2009

Jane Crossan
Vice President, Practice Manager Financial Services
Nielsen Claritas

Julie Pabich
Consultant, Consumer Research
Nielsen Claritas

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On-Line Direct Mail Testing and Research
A Cost Effective Alternative

August 6th, 2009

Martha Rea
Chief Research Officer
Phoenix Marketing International

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A New Payments Strategy

July 30th, 2009

Trent Fleming
Financial Services Industry Consultant

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What’s Winning the Battle for Checking
Accounts in Today’s Market

July 23rd, 2009

Mike Branton
Managing Partner
StrategyCorps

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A Two-Prong Approach to Customer/Asset Attrition Research: State-of-the-Art Practice in Database Analysis
and Defector Surveys

July 16th, 2009

Dr. Tom Fusso
Head of the Services Division
Market Probe Inc.

Dr. Kurt Pflughoeft
Head of Marketing Sciences Group
Market Probe Inc.

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Cutting Costs with Document Imaging

July 9th, 2009

Greg Schratwieser
President
ICI Consulting

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Community Banks Versus Community Credit Unions
How Each Can Learn From The Other

July 2nd, 2009

Rich Weissman
President and CEO
DMA

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Monitoring the Economic Crisis
Maritz Research Delves Into the Minds of Consumers to Understand
their Changing Perspectives of the Economic Crisis

June 25th, 2009

Rich Brose
Senior Director of Strategic Consulting
Maritz Inc.

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Core Banking System Strategy: At the Crossroads

June 18th, 2009

Paul Sussman
Vice President
First Manhattan Consulting Group

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Recent High Profile Data Breaches -
“Lessons Learned from TJX to Heartland”

June 11th, 2009

Joseph R. Filer, CISSP, PMP
Client Security Advocate
Harland Clarke Corporation

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Aligning Bank Marketing for Greater Effectiveness
Balancing Corporate and Field Marketing
 

June 4th, 2009

Rich Beatty
Co-Founder and Partner 
CMG Partners

Octavio Sacasa
Manager
CMG Partners

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Banks ‘Talk the Talk’ but Can They ‘Walk the Walk’:
The Importance of Brand in a Challenging Market

May 28th, 2009

Chris McDonnell
Vice President
Greenwich Associates

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How Do I Price Loans And Deposits In This Crazy Environment?

May 19th, 2009

Rich Weissman
President and CEO
DMA

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How to Market Mobile Banking

May 5th, 2009

Greg Schratwieser
President
ICI Consulting

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Direct Mail for Financial Institutions: What Works, What Doesn't, and How to Get Started

April 28th, 2009

Steve Cuno
Chairman
RESPONSE Agency, Inc.

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Divide and Conquer: Segmenting Small Business Customers

March 31st, 2009

Katy Koenig, Ph. D.
Senior Research Analyst
Raddon Financial Group

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Click, Click...Who's There? Your Online Customer...
Leveraging Email Marketing

March 24th, 2009

Joe Timm
Vice President - Product Manager
FiServ Lending Solutions
ClickRSVP

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Bank Offered Treasury Workstations: The Time Is Now?

March 17th, 2009

Judson Murchie
Analyst
Aite Group

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Now Is the Time to Discover the Asian American Consumer

March 10th, 2009

Michele Valdovinos
Senior Vice President
Phoenix Multicultural

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Creating Loyalty Among Generation Y  

March 3rd, 2009

Bill Hanifin
Managing Director
Hanifin Loyalty LLC

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Let Us Help You See More ‘Green’ – Target Marketing Efforts Based on Environmental Consciousness

January 20th, 2009

Jan Jindra
Senior Product Manager
Experian

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Life After the Bailout:  Mitigating Reputational Risk -
A Strategy for Meetings, Events and
Incentives

December 16th, 2008

Lynn Randall
Strategic Meetings Consultant
Maritz

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Location Intelligence:  Why it Matters in Today's Economy

December 9th, 2008

Kim Kulle
Director: Product Development and Marketing
Experian

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How to Evaluate Lockbox Vendors

November 18th, 2008

Greg Schratwieser
President
ICI Consulting

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Extraordinary Organic Deposit Growth

November 13th, 2008

Bruce Purple
Senior Strategist - Retail Banking
Acxiom Global Consulting

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Online Payment Services for Small Businesses:
An Untapped Opportunity for Banks

November 4th, 2008

Berham Panthaki
Senior Director of Stategy and Marketing
CashEdge

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Consumer Remote Deposit Capture:  Here We Go Again?

October 28th, 2008

Bob Meara
Senior Analyst
Celent

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Retain and Deepen Relationships in a Turbulent Market

October 21st, 2008

Phil Carney
National Sales Director
Beacon and Company

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Click, Click.... Who's There?  Your Online Customer!
Leveraging Email Marketing

October 7th, 2008

Joe Timm
Vice President - Product Manager
FiServ Lending Solutions
ClickRSVP

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How Customer Loyalty Drives Performance

September 30th, 2008

Bill Handel
Vice President of Research
Raddon Financial Group

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Experimental Design For Marketing Programs

September 23rd, 2008

Korey Thurber
Vice President - Financial Services Analytics
Harte-Hanks

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Why Green Still Means Money Too (Encore)

September 16th, 2008

Alyssa Dver
Chief Executive
Mint Green Marketing

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Mobile Banking and Payments

September 2nd, 2008

Charul Vyas
Emerging Markets Analyst
TowerGroup

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Beyond Intuition:  Making Better Branch Placement Decisions

August 26th, 2008

Vanessa Mambrino
Senior Associate
Capital Performance Group

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Credit Crisis Represents Historic Opportunity For Small, Regional and Foreign Banks

August 19th, 2008

Chris McDonnell
Vice President
Greenwich Associates

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Identifying and Marketing to Your Consumers Through Life Changing Events

August 12th, 2008

Kevin Akerman
Marketing Director
Experian Marketing Information Services

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Small Business Banking: Effective Online Marketing Strategies

July 29th, 2008

Stu Richards
CEO
Bredin Business Information

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Why Green Still Means Money Too

July 22nd, 2008

Alyssa Dver
Chief Executive
Mint Green Marketing

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Do Banks Want Customers in Their Branches?  The RDC Branch Renewal Paradox

July 15th, 2008

Bob Meara
Senior Analyst, Banking Group
Celent

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Increase Retention AND your Bottom Line!

July 1st, 2008

Joanne Noble
National Sales Director
Beacon and Company

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Increase Retention AND your Bottom Line!

June 24th, 2008

Jane Crossan
Practice Leader, Financial Services
Claritas

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Using Local Insight to Achieve Superior Deposit Performance

June 10th, 2008

Robin Foote
Managing Director
Novantas LLC

Kevin S. Travis
Principal
Novantas LLC

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Retail Banking Satisfaction Study

June 3rd, 2008

Rockwell F. Clancy
Executive Director, Financial Services
J. D. Power and Associates

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An Advanced Look At Mobile Banking

May 27th, 2008

Greg Schratwieser
President
ICI Consulting

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New Customer Onboarding:
The Ultimate Customer Experience Application

May 20th, 2008

Jim Marous
Director, Marketing Services
Harland Clarke

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Identifying and Marketing To the Underbanked

May 13th, 2008

Kevin Akerman
Marketing Director
Experian Marketing Information Services

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Retail Banking Satisfaction Study

April 29th, 2008

Jeremy Sokolic
Vice President - Marketing
CashEdge

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Bank Officer Training

December 4, 2007

Rick Wemmers
President
Wemmers Consulting

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For Events Prior to April 2008, please

Click here for previous events


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