2023 IBA Fusion Conference

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Agenda

Day One- April 10

1:30 pm Registration

2:00-3:00pm Workshops

  • HR Breakout: The Future of Employment Screenings, Alan Kinsey, InquireHire
    • Employment screening has been an established business practice for more than 30 years. The process of acquiring job-relevant information about a candidate helps employers mitigate the risk of a poor hiring decision and protect their organization, employees, customers, and other stakeholders from violence, theft, and other forms of harm. New legislation is increasing that can limit an employer’s access to criminal records and impede their use of such records by imposing burdensome and complex processes. Additionally, the cost of credentialing information such as employment verification or education verification have increased exponentially, and this challenges the value proposition associated with this information. In this session we will review these impediments and discuss some alternative options that employers may want to consider. Participants in this session will learn how to evaluate their current employment screening protocol in light of these developments, and determine if they should consider eliminating some practices, and potentially replace those practices with other techniques.
  • Marketing Breakout: Is My Marketing Compliant? IBA Compliance
    • In this session, we will review bank advertisements as a group, discuss, and then see what is compliant and what isn’t, and why.

3:00-3:15pm Break

3:15-4:15pm Workshops

  • HR Breakout: Growth Starts Within: Increase talent, retention, coach & Engage Front Line, Jenifer Snook, Haberfeld
    • Team members who feel like they are valued and growing are more likely to stay with your organization. The result of decreased turnover is increased productivity and overall profitability. So how do you get there? The key to your financial institution’s success is investing in and equipping your team leaders with the skills and tools to effectively coach team members to excellence. During this session, we will explore actionable strategies designed to help your managers develop their teams. In addition, you will leave with tools designed to Cultivate™ growth.
  • Marketing Breakout: 
    • Creative thinking can provide financial institutions with highly effective marketing solutions on a controlled budget. This program is a compilation of successful marketing programs implemented by community banks when limited promotion budgets were a key factor. The presentation provides participants with easy-to-read materials that identify each marketing program’s objectives and what the bank did to implement the activity. The program is divided into three parts, each supported by recommended implementation activities and examples from financial institutions around the country.

4:30 Reception

  • Now the work is done for the day! Relax, take some time to talk with your Human Resources and Marketing peers, and have a great time!

Day Two- April 11

8:15am Breakfast

9:00-10:15am General Session

  • Finding an Extra Hour Every Day: Time Management Tips and Tricks for Busy Professionals, Randy Dean
    • In this popular quick-hitting program on “finding an extra hour of productivity” every day, Randy Dean, MBA, the “Totally Obsessed” Time Management/E-mail Guy uses humor and high energy as he goes into many of the most common areas of productivity loss (and possible gain!) afflicting many busy professionals today: managing multiple projects, maintaining “traction” when dealing with tasks and interruptions, managing your e-mails more efficiently, clearing the clutter in your mind for better focus and attention, keeping staff on task, tracking “who owes you what” and getting that information on time, and better managing your calendar and contacts for better time and relationship management. His goal is to help stressed out performers learn several new and immediately useful strategies for finding a few minutes on tasks, activities, and actions you are already doing, leading to at least an extra hour of productivity every day, as well as a better way to start and manage your day so more time is devoted to your key projects, clients, and activities with less distraction.

10:15-10:45am Break

10:45-11:45am Breakouts

  • HR Breakout: Bringing Your DEI Efforts to Life: How to Leverage Existing Structures to Increase Your Impact, Gilmara Vila Nova-Mitchell, Kai Gillespie, Kelly Field
    • In this interactive session you will hear how we have created intentional partnerships between DEI, internal learning, and community outreach to increase our impact. You will also learn practical strategies to elevate the DEI team’s role and furthering your DEI effort. Participants can expect to have time to interact with one another, ask questions, and leave with easy to implement ideas.
        • Learning Objectives:
          -Being intentional about identifying internal DEI partners
          -Embedding DEI into community outreach/marketing
          -Embedding DEI into the organizational learning structure
  • Marketing Breakout: Assessing Your Digital Marketing Efforts, Mills Marketing
    • We all know the COVID-19 pandemic has been a catalyst for digitization in banking, forcing us to find ways to serve consumers with more agility, less friction, and more efficiently from a cost and resource perspective. It has also exposed weaknesses in delivering a positive user experience, boosting the importance of data and analytics, technology, and strategy. It’s a tall order! To help you get started, we’ve developed a Retail Banking Digital Marketing Strategy Assessment Worksheet to assess your bank’s abilities to effectively and efficiently utilize your marketing technologies to support your primary goals and initiatives. This assessment allows you to score your efforts and identify actions to take as you address banking transformation.

11:45am-12:45pm Lunch

12:45-1:45pm Breakouts

  • HR Breakout: Conducting Talent Assessments & Structuring Succession Plans, Julia Johnson, Wipfli
    • The changing workforce and aging baby boomers are realities leading more financial institutions to seek help in understanding which of their staff is able and willing to fill key roles Determining the depth of the talent pipeline internally and externally isn’t easy. Succession planning is not a new concept, yet many struggle at creating processes and a robust approach that moves beyond a static list of names kept in a file. A succession planning program includes a focus on position critical to the institution’s strategic plan as well as a focus on employees and their development. This session will talk about the issues and challenges of succession in today’s workplace and provide some practical approaches and tools to guide effective succession planning.
  • Marketing Breakout: Leveraging Traditional Banking Structures in the Digital Age, Jenifer Snook, Haberfeld
    • The branch is dead . . . or is it? COVID-19 moved many consumers toward expanded use of your digital banking channels; however, did it change everything indefinitely? In a world of Fintechs, the data still shows the vast majority, more than 91%, of customer growth for community financial institutions, is still coming through your branch channels. Your digital banking channels are important, but it is imperative we don’t neglect the value created by your branch teams. Join us as we explore strategies to grow your online and branch channels for long-term viability.
      • Key Points to be Covered:
        -Understand the impact COVID-19 has had on consumer behaviors
        -Identify methods to increase usage of your digital products
        -Review specific action items to enhance your branch channels and grow team members

1:45-2:15pm Break

2:15-3:30 General Session

  • Seize Your Opportunity: Move Beyond Burnout, Jasmine Brett Stringer
    • It’s no secret that today’s workforce is stressed out and stretched thin, while employee engagement, retention, and satisfaction are at an all-time low. But checking out isn’t the answer – life is just too short to spend each day doing something that does not bring you joy. In the middle of all difficulty lies opportunity. It’s time to recharge, re-energize, and Seize Your Opportunity. In this program audiences will discover effective ways to bounce back from daily challenges and stress in a constructive manner that promotes positive growth, empowering them to break free from survival mode and rediscover the joy in their work.

3:30pm Adjourn