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C o n f e r e n c e
November 5-7, 2018
Chicago
The Raddon Conference is a forum to share and discuss ideas on the latest challenges
facing financial institutions. Raddon strategists and other thought leaders will lead
conversations about facing those challenges, with insights from consumer and small
business research and data analytics and actions via marketing and business strategies.
C o n f e r e n c e
C o n f e r e n c e
CEO
SVP/Marketing
CMO
VP Branches
VP Retail Banking
VP Digital Channels
EVP/Chief Strategy Officer
Director of Marketing
VP Branch Experience
Chief Data Officer
CXOCOO
Product Development Specialist
Data Analyst
Conference
Schedule C o n f e r e n c e
NOV 5Monday
Registration Opens
General Sessions
Breakout Sessions
General Sessions
Welcome Reception
10:00 am
1:00 pm
3:30 pm
6:00 pm
NOV 6Tuesday
Breakfast
General Session
Breakout Sessions
Breakout Sessions
Lunch
General Session
Breakout Sessions
Breakout Sessions
8:00 am
9:00 am
10:35 am
11:40 pm
12:25 pm
1:25 pm
3:00 pm
4:05 pm
NOV 7Wednesday
Breakfast
Breakout Sessions
Breakout Sessions
General Session
Closing Remarks
7:30 am
8:30 am
9:30 am
10:45 pm
12:00 pm
2:30 pm
Featured
Keynote
The Big Deal About Big Data: Into the Mysterious World of a "Thinking" Business Is there a more frequently used term than Big Data these days? It's changing the world, but we
don't yet know how it will sell, operate, learn, heal, and determine big decisions. In this session
audiences get a quick framework by which to identify and understand Big Data (hint: it's more than
Tweets and Facebook "likes"), and how it's being used across industries to transform the norm. In
addition, get insight into what modern analytic architectures look like—you'll hear about
governance, data lakes, snow flakes, and more. Zikopoulos will leave you with not only a great
understanding of Big Data, but also how you are going to change the world with it.
C o n f e r e n c e
Paul ZikopoulosAward-Winning Author, Speaker, Future Trends Expert, and VP
of Big Data & Cognitive Systems at IBM
Featured
Keynote
Data Driven Industry Insights: An Examination of the Opportunities and Threats Emerging TodayEconomic and demographic factors, along with evolving consumer preferences continue to
drive the direction of the industry. Data and analytics have increased exponentially in
importance to the success of your organization. In addition, brand strength and service quality
continue to be critical to growth. What are the major industry trends in these areas? How will
our industry be impacted by these trends over the next three to five years? In addition, how
will segmentation and market targeting change? We at Raddon believe we are rapidly
evolving to a “segmentation of one.” Join us in this session at we examine the evolution of the 21st century financial institution.
C o n f e r e n c e
Bill HandelVice President, Research and Chief Economist, Raddon
Featured
Keynote
Leveraging Artificial Intelligence to Out-learn & Out-service the CompetitionThere was a time when financial institutions could ask customers who were visiting a branch if
they were interested in additional products or services. However, the explosive growth of
digital banking has largely eliminated that opportunity.
But rather than guess what customers want, what if you could ask them while they are using
digital banking channels?
In this presentation, Devon Kinkead, will discuss how financial institutions can adopt artificial
intelligence (AI) to have brief, user-specific conversations with digital banking users. The
presentation will examine how this new way of engaging with digital users can help reduce
attrition and delinquency while generating more business and building a strong community.
C o n f e r e n c e
Devon KinkeadCEO, Micronotes, Inc.
Featured
Keynote
Humanize Transaction Data to Boost Marketing EffectivenessEach of us belongs to overlapping human networks, often centered around home, work,
school, worship or shared interests. Facebook and other social media platforms have
provided a utility to plot these networks, opening the door to previously untapped marketing
opportunities. However, as consumer privacy concerns regarding the use of this personal
information increases, much of it may remain out of reach for marketers. In this session, Brian
Ley, founder and CEO of tech start-up Alpharank, will explore alternative methods being used
to infer connections between customers by using anonymous transaction data.
C o n f e r e n c e
Brian LeyCEO and Founder of Alpharank
Featured
Keynote
Bringing All the Ingredients Together: The Recipe for Success In this session we will review and recap the key findings from the preceding three
days of the Raddon Conference. What are the key learnings and how do we apply
these to our organizations going forward?
C o n f e r e n c e
Fabio BiasellaVice President, Strategic Thought Leadership, Raddon
Industry
Panel
Success with DataJoin us for a panel discussion with several industry leaders in the effective use of data. These organizations have taken
the lead in exploiting the vast amounts of information that our interactions with our members generate on a daily basis.
They have identified ways to use data to effectively stem attrition, generate new growth, and enhance member profitability. These real life practitioners will provide you with examples that you will be able to use in your own financial institution.
C o n f e r e n c e
Breakout
SessionsC o n f e r e n c e
Attrition: Using Data to
Understand Whom to
Keep and Whom to LoseAndrew Vahrenkamp
Lynne Cornelison
Not all customers are created equal.
Using behavioral data, profitability
analyses, and predictive modeling
can help an institution find those at-
risk customers it wants to keep and
those who could be better served
elsewhere. Attend this session to find
the tools to understand your retention and three strategies to manage it.
Customer Loyalty - The
USAA DifferenceAndrew Vahrenkamp
Lynne Cornelison
Customer loyalty can be integral to
long-term growth and profitability, but
simply having a consumer's most
active checking account is not
enough anymore. Attend this session
to discover the seven keys to loyalty
and the one weird trick that USAA
uses to generate industry-leading loyalty in its membership.
The Remarkable Value in
CECLBill Handel
Danny Baker
Establishing appropriate
pools/segments for your financial
institution is about more than just
fulfilling the requirements of the CECL
pronouncement. It is about your
future. In this session, learn how to
think about your CECL data collection
and segmentation from a strategic
perspective. The insights gained from
a strategic approach can inform your
key business strategies, from reserve
optimization, product mix and pricing, to future growth and expansion.
Breakout
SessionsC o n f e r e n c e
Protecting and Growing
Your Credit and Debit
Card BusinessesFabio Biasella
Wesley Suter
How your customer uses your debit
and credit card products has been a
strong indicator of PFI status and an
increasingly important source of
revenue for many FIs. Attend this
session to explore the latest trends
and best practices to help grow
your customer relevance by spurring their card usage with you.
Designing the 2020 BranchMarcus Rothaar
Charlton Laird
For decades, branches served as the
dominant delivery channel for financial
institutions. But now with the ubiquity of
online banking and the rapid ascent of
mobile banking adoption, branches are
serving less as transaction centers while still
holding value to the consumer as sales and
service centers. In turn, financial institutions
are compelled to reevaluate the role and
design of their branches. This session will
examine consumer expectations of branches
and explore the emerging trends in branch
design so banks and credit unions can
continue to serve their customers and members effectively and efficiently.
Management’s Impact on
Employee PerformanceJulie Skuturna
Kris Rocky
Raddon research shows that
organizations that demonstrate
successful performance are being led
by effective management teams.
During this session we’ll explore the
effect that management has on
employee engagement and the overall
productivity of the organization. We’ll
discuss the skills and training programs
that are essential to building strong
leaders that motivate employees and produce results.
Breakout
SessionsC o n f e r e n c e
Millennials: Attracting,
Nurturing and Retaining
TalentAndrew Vahrenkamp
Elizabeth Oeltjenbruns
The Millennial generation is now
dominating the workforce. Do you
know how to entice this group to stay
with your organization longer-term?
Above all, Millennials want to feel a
strong connection to the organization.
During this session we’ll discuss the
needs of this generation and how to
accommodate their appetite for
career development and advancement.
Mobile Banking: Moving from
Downloading to EngagementGreg Ulankiewicz
Brandon McGee
Smart devices have changed nearly every
aspect of banking, from how mobile
bankers check their account balances to
how they pay for purchases. Mobile
banking can be the stickiest service yet,
but only if consumers are engaged. This
breakout discussion will highlight unique
segmentation and strategic deliberations
for all institutions to consider in order to
move their mobile consumers to the next
level of engagement, efficiency, and an
overall increase in added value for the institution.
Small Business: Access to CreditMarcus Rothaar
Greg Ulankiewicz
It can be argued that small businesses are the
lifeblood of the American economy. But following
the financial crisis, major banks pulled back
sharply on small business lending leaving small
businesses with reduced access to credit that is
vital to their operations and growth. Today, small
business optimism is at an all-time high and
nearly half of these firms are expressing
demand for a loan in the next twelve months.
This session will highlight the credit needs and
expectations of small businesses and provide
attendees with insights, tactics and strategies on
how their institution can profitably capitalize on
this opportunity while helping to fuel continued
economic improvement and growth within their local markets.
Breakout
SessionsC o n f e r e n c e
Strategic Planning: Using
Data to Find your
Competitive Advantage Fabio Biasella
Alan Smith
In a commodity industry, success can
be as simple as playing to your
strengths. This session will explore
using data and analytics in your
strategic planning process. From
benchmarking to customer and
market research, understanding your
competitive advantage can lead to an actionable plan, set for success.
Digital Engagement and
the Art of Onboarding and
ReboardingEric Wittikiend
Read Ziegler
Savvy marketers know that the best
time to cross-sell customers and to
build engagement is in the days and
weeks after beginning the
relationship. Too few financial
institutions effectively onboard,
however. Attend this session to learn
the tactics for effectively deepening
relationships on the front end, to set
appropriate goals, and to use the
data you have to put the right offers to the right consumers.
The Do’s and Don’ts for
Employee IncentivesJulie Skuturna
Rebecca Oeltjenbruns
Many financial institutions use
incentives to drive sales culture
initiatives. Raddon research tells us
that money or incentives are not the
only driver of employee satisfaction
and engagement. In this session we’ll
discuss key employee motivators that
drive organization success and best
practices for developing incentives that reward employees and produce results.
Breakout
SessionsC o n f e r e n c e
Using Data to Drive Real
Estate LendingMarcus Rothaar
Becky Summers
With rates rising, the refinance boom is
well and truly over. Yet real estate lending
remains competitive and necessary for
many institutions' balance sheets and
bottom lines. Attend this session to
discover how to use big data to find
consumers in the market, how to target
and communicate offers, and how to structure equity lending effectively.
Integrator Advance: Your
Answer to Data DisorganizationAndre Iervolino
Helen McComiskey
There are multiple tools that organizations
use to battle the war on data. Integrator
Advance can be your strongest tool in
winning that war. Learn how Integrator
Advance has helped financial institutions not
only organize their data better, but target
more precisely, track success and ultimately
grow their organization. Attend this session to
hear Andre Iervolino from Financial Partners
Credit Union present his business intelligence
plan and shows how he uses Integrator
Advance as a tool to organize, understand and master his organization’s data.
Characteristics of High
Performing Financial
InstitutionsBill Handel
Megan Cummins
What are the key characteristics of high
performing financial institutions? In this
session we will review Performance
Analytics and Survey program data to
identify the areas that truly distinguish
high performing organizations from the rest of the industry.
Breakout
SessionsC o n f e r e n c e
Understanding Your
EmployeesReview of Latest Research From the
Viewpoint Employee Survey Program
Julie Skuturna
Marcy Scanlin
This session reviews the key challenges
facing workforce development in the
financial services industry. Participants
are encouraged to bring their most recent
employee survey findings to reference
and gain a better understanding of
employee sentiment and how it effects
their brand. Participants will share
insights and best practices for increasing
employee engagement, advocacy and
leveraging employee assets to maximize the organization’s goals and objectives.
Understanding Your
CustomersReview of Latest Research From
Relationship Survey and Touchstone
Metrics Programs
Eric Wittikiend
Jan Trifts
In this session we’ll review the latest
research related to customer sentiment.
Participants are encouraged to bring their
most recent survey findings to reference
and gain a better understanding of their
customers’ sentiment and how it effects
their brand. Share insights and best
practices for increasing customer loyalty,
targeting and facilitating positive growth for your organization.
Understanding Your BrandReview of Latest Research From
Brand Benchmark Survey
Fabio Biasella
Karen Kislin
In this session we’ll help participants
understand the strengths and
weaknesses of their brand within the
markets they serve. The discussion will
include a review of insights drawn from
our individual market analysis and survey
results focused on awareness of the
organization’s brand and how it resonates relative to the competition.
Breakout
SessionsC o n f e r e n c e
Strategies to Attract Millennials and Gen ZKaren Kislin
Jane Handel
While Millennials have been in focus for many years, this
group remains a clear challenge for many financial service
providers. They are more open to the Disruptors than any
previous generation but at the same time use the largest
banks more than previous groups. And now comes Gen Z,
who is emerging as a different group entirely. Success with
both Millennials and Gen Z is essential to the long-term
viability of your organization. In this session we will address
the strategic and tactical steps that you should take to be effective with these groups.
The Future Is Now: Disrupting the
Payment Environment Bill Handel
Jane Handel
Technology is profoundly reshaping the payments
ecosystem. Online commerce and mobile payment
functionality has wrought significant disruption within this
arena and threatens a critical revenue stream for financial
institutions. In this session, we’ll look at trends in
consumer use of recent entrants such as Apple Pay and
Samsung Pay as well as P2P solutions like PayPal,
Venmo and Zelle, and identify ways that financial
institutions can effectively compete in this space, preserve
non-interest income and remain relevant to consumers and their changing purchase and payments behaviors.
Breakout
SessionsC o n f e r e n c e
The Emerging Deposit Wars: Building a
Winning StrategyGreg Ulankiewicz
Anne High
Since the start of 2017, the Federal Reserve has lifted interest
rates six times, with another increase expected in December. In
this same period, the industry has continued to experience
strong loan growth. We are on a collision course, with liquidity
concerns surfacing as rates continue on their upward trend. The
impact could be a significant increase in cost of funds and
downward pressure on margins. In this environment, it is critical
to develop a cogent deposit strategy which addresses both short
term liquidity concerns but also addresses the longer term
issues regarding deposits, such as the generational transfers
which will accelerate over the next ten years. This session will
utilize Raddon research on deposit behavior and our analysis of
deposit behavior at our client financial institutions to help you
begin to design an effective deposit strategy which can help you with both deposit retention and acquisition.
Employee Advocacy – How Much is
it Worth?Julie Skuturna
Karen Kislin
During this session, we’ll help you understand how to
leverage your employee assets to help drive financial
performance for your organization. We'll explore how
important it is to develop your employees to be brand
advocates and how much of an impact employee
advocacy has on your organization's overall financial
performance as well as customer loyalty. Using
Raddon's latest research, we'll uncover the key
drivers of employee advocacy that can help turn your organization from ordinary to extraordinary.
Conference
VenueSpecial Room Rate For
Raddon Conference Attendees
$279Per Night
Nov 4-7
The reduced rate is only available until
October 15, 2018 or until rooms sell out.
DOWNTOWN CHICAGO
Register Today!raddon.com/events/raddon-conference
C o n f e r e n c e