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Forum 2024 Workshops

Interactive sessions that take a deep dive into some of the most critical issues in banking today, facilitated by the world’s foremost experts in their fields. Add any of these three-hour workshops for only $395.

Morning Workshops

Executive Masterclass: Advanced Strategic Planning to Maximize Growth

Instructor: Dr. Sean Payant, Chief Strategy Officer & Senior EVP at Haberfeld

Day: Monday, May 20, 2024

Time: 9 am to 12 noon

Duration: 3 hours

Why you should attend:

You’re accountable to your board of directors to hit your performance and profitability KPIs. But far too often, a combination of complicated products, processes, and policies restricts growth. Compounding the problem, the “conventional wisdom” frequently dominating boardroom decisions can thwart your organization’s ability to achieve its goals.

In this workshop, you’ll see how your peers in the C-suite tackle the biggest strategic planning challenges they face today. We will uncover proven methods and share best practices from the most successful banks, and show you how they build a strategic roadmap that drives meaningful and measurable results. You’ll learn how to evaluate the data to identify the critical changes needed in your strategic plan to maximize growth.

This workshop will teach banking executives:

  • How to overcome “conventional wisdom” to fuel growth, improve overall financial performance, and increase profitability
  • Increase overall production by evaluating your financial institution’s products, processes, and policies
  • How to apply data-driven frameworks to your strategic planning initiatives, and data-driven strategies that achieve maximum marketing ROI
  • How to equip and empower your teams for long-term success, while lowering turnover

Innovation Masterclass: Ideation, Implementation & Success in Digital Banking Channels

Jim Marous

Instructor: Jim Marous, Co-Publisher of The Financial Brand and host of the Banking Transformed podcast

Day: Monday, May 20, 2024

Time: 9 am to 12 noon

Duration: 3 hours

Why you should attend:

Every financial institution’s success with digital transformation today is determined by its ability to adapt to new, entirely unprecedented, market conditions. Adaptation requires iterative innovation at speed and scale. Banking providers with a ‘challenger mindset’ will be among those best positioned to not just survive but thrive, whereas a failure to innovate will result in lower customer engagement and market share decline.

Buckle up for this intensive, fast-paced workshop led by Jim Marous, the banking world’s foremost expert on digital banking strategies. This in-depth masterclass will feature multiple global practitioners who will discuss the tools, behaviors, mindsets, and systems required to conquer the innovation challenge in banking today.

This workshop will teach banking executives:

  • Why innovation is the most critical component in your growth engine
  • The challenges of iterative innovation, and how to overcome them
  • Technology, talent, leadership/culture and back office lessons that apply to banking providers of all asset sizes
  • How to move from being a legacy financial institution to an agile challenger brand
  • The keys to democratizing innovation across an organization
  • How to navigate the build vs. buy vs. partner collaboration decision, and choose the right model for innovation success

Marketing Masterclass: Leveraging Behavioral Science to Craft Irresistible Campaigns

Nancy Harhut

Instructor: Nancy Harhut, Co-Founder and Chief Creative Officer at HBT Marketing

Day: Monday, May 20, 2024

Time: 9 am to 12 noon

Duration: 3 hours

Why you should attend:

Consumers don’t act rationally, they react automatically. In fact, behavioral science has proven that 95% of our buying decisions takes place in the subconscious mind, where we rely on hard-wired decision defaults influencing everything from what we buy, to when, where, and at what price. Today, the world’s smartest CMOs are leveraging the principles of behavioral science to hack human behavior and trigger automatic responses.

In this workshop jam-packed with real-world examples, you’ll discover over a dozen specific decision-making shortcuts deeply ingrained in consumers’ psychology, and how you can easily incorporate them into your campaigns to instantly improve ROI. You’ll learn scientifically-proven and market-tested principles such as the Endowment Effect, Autonomy Bias, Information Gap Theory, and much more.

This workshop will teach banking executives:

  • How your to tap into the mental shortcuts that drive consumer behavior
  • The secrets of brain science that motivate and persuade consumers to take action
  • The secrets of the world’s most effective marketing campaigns — the tips, tricks, and techniques that can double your results
  • A specific four-word phrase that doubles the likelihood people do what you ask
  • One single word that can make people automatically agree with you (and why it works so well)
  • The common pitfalls and mistakes marketers make — and how to avoid them

Register Now & Get a Free Gold Pass!

Includes video recordings of all keynotes and breakout sessions, and a ticket to see comedian Jim Gaffigan’s private performance opening night!

Afternoon Workshops

AI Masterclass: Unlocking the Power of Artificial Intelligence in Banking

Ron Shevlin

Instructor: Ron Shevlin, Chief Research Officer at Cornerstone Advisors

Day: Monday, May 20, 2024

Time: 1 pm to 4 pm

Duration: 3 hours

Why you should attend:

This can’t-miss workshop covers all the critical elements of artificial intelligence in banking — from predictive analytics and natural language processing, to machine learning and generative AI — including practical strategies, ethical considerations, and future trends.

Jam-packed with lessons learned from industry leaders and real-world case studies, you’ll learn the steps needed to create your own AI roadmap, with best practices for successful adoption and implementation.

This workshop will teach banking executives:

  • Successful AI implementations in banking, including personalized recommendations, fraud detection/prevention (AML), conversational AI chatbots powered by natural language processing, and more
  • How to build, train, evaluate and validate AI models
  • A strategic framework to help you choose the right AI tools, technologies, partners and platforms
  • Risk management, regulatory and compliance challenges, including cybersecurity threats and AI vulnerabilities

Digital Growth Masterclass: Maximizing Marketing ROI

James Robert Lay

Instructor: James Robert Lay, Chief Executive Officer at the Digital Growth Institute

Day: Monday, May 20, 2024

Time: 1 pm to 4 pm

Duration: 3 hours

Why you should attend:

Exponential changes in technology have transformed the way people shop and buy financial products, leaving unseen gaps in your digital marketing systems and sales processes that can be costing you millions in loans and deposits. When people visit your website, do they click the “apply” button… or the “back” button?

If you are struggling to see the ROI in digital marketing channels, you might be one of the 85% of financial brands lacking a concrete digital growth strategy. This workshop will give you a proven strategic framework supported by real-world examples that will accelerate your future digital growth potential, exponentially increase your marketing efficiency, and maximize your ROI.

Bonus: All workshop attendees receive a copy of the best-selling book, Banking on Digital Growth.

This workshop will teach banking executives:

  • How to quickly identify and close the biggest gaps in key digital buying journeys
  • Proven AI, data, and automation strategies that will help you target, nurture, and convert more loans and deposits
  • The top automation technologies needed to build a hyper-efficient digital growth engine
  • Three proven marketing strategies to increase digital leads by as much as 1,500%
  • Leverage data to personalize digital banking experiences through every stage of the buying journey
  • How to increase web traffic by producing 10X more content with AI tools

Brand Strategy Masterclass: Repositioning Banking Brands for Strategic Growth

Gina Bleedorn

Instructor: Gina Bleedorn, Chief Experience Officer at Adrenaline

Day: Monday, May 20, 2024

Time: 1 pm to 4 pm

Duration: 3 hours

Why you should attend:

Fire up the engines of change in this interactive and high-energy workshop exploring the ins-and-outs of rebranding. Don’t miss this candid, no-holds-barred, behind-the-scenes session with senior banking executives who have successfully repositioned their brands for growth. They will share their experience, and show you how to navigate the journey — including the do’s and dont’s of implementing innovative brand strategies.

Whether you’re pursuing an M&A strategy or expanding into new markets, you’ll learn how to leverage your brand to connect and grow with the right audience. Jam packed with actionable insights, this research-based workshop will give you an executional Brand Management Playbook built on best-practices.

This workshop will teach banking executives:

  • How to deliver a unique brand experience and leverage your brand’s competitive advantages — from strategy and identity, to storytelling and experience design
  • Why, when, and how to reposition your brand for greater relevance and growth
  • How to map the gaps between banking brands and consumers using a diagnostic ‘Relevance Scoring’ system
  • How to successfully launch rebrands across all audiences and constituencies to drive more growth
  • Strategies and tactics to gain stakeholder and employee advocacy through change