Senior Retail Forum

Monday, September 27, 2021 9:00 AM - 2:00 PM   iCalendar Central Standard Time

The Senior Retail Banking Forum provides a platform for retail banking officers to exchange ideas freely, examine pressing issues, discuss current initiatives and trends with peers in this ever-changing regulatory, cost-conscious and productivity-drive environment. This virtual forum is designed for senior retail officers, retail managers, coordinators responsible for multiple branches/offices, and those who lead the retail banking sales and services efforts.

Facilitator Dianne Barton, President of Performance Solutions, Inc., and a former bank training director

Forum Benefits

  • Improve your effectiveness as Retail Banking Officer
  • Discuss current industry challenges with others in Retail Banking
  • Form lasting relationships with other Retail Banking colleagues
  • Solve your most pressing problems
  • Grow professionally as well as personally
  • Discuss with peers what works and what doesn’t

Ideal Topics for Discussion

  • Building a Retail Banking Branch and Culture
  • Current Challenges with Growing the Retail Branch
  • Performance Management: Metrics, Business Plans, Contracting for Improvement
  • Business Development in the COVID-19 Pandemic
  • Improving and Maximizing the Customer Experience
  • Employee Engagement and Development
  • Emerging Technology, Products and Services
  • Generating Revenue
  • Balancing Current Regulatory and Compliance Initiatives with Generating Revenue

Gather with Your Peers Virtually
September 27 from 9:00 a.m. to 2:00 p.m.

Per Person Fee
M $199
NM $389