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Visit www.nebankworld.com today!
ContaCtConnecticut Bankers Association
860.677.5060
For advertising opportunities
contact The Warren Group
800.356.8805 ext. 344
Get the Answers
Come ToShould not Be
A Puzzle
BANKWorldBANKiNg4
27
20 10
BankWorld 2010New England’s Largest Banking Expo
april 27, 2010 | 8:00a.m. - 2:30p.m.Crowne Plaza Hotel | Cromwell, Connecticut
Gold SponSorS
Presented By
BankWorld sCHedule (To DaTe)
Crowne plaza hotel, Cromwell, Ct • tuesday, april 27, 2010 • 8:00 a.m. – 2:30 p.m.
8:30a.m. .................................... Crowne 2 & 3 RoomsSBA Quarterly Partners Meeting
U.S. Small BUSineSS adminiStrationSBA Quarterly Partners Meeting
9:00a.m. - 9:45a.m .................................... Jersey RoomThe Future of Relationship Banking (Is Here Today)
FiServRay Oswald - VP, Bank Solutions ConsultingAre your reward programs only focused on certain products - certain behaviors?Are you ignoring aspects of the relationship most important to your customers? For your customers, their relationship with you spans beyond the service they receive in the branch, beyond the products and services you provide. Their rela-tionship with your institution extends to how your customers use your products and services every time they engage in a financial activity. Taking a holistic view and factoring in every aspect of how your customer interacts with your institution is the first step in building a lasting, revenue generating and profitable relationship. Making every interaction a rewarding and valued experience is the second step. In this session, we’ll discuss ways to better leverage your customer relationships and provide more value for your customers and in return create more value for your financial institution.
9:00a.m. - 9:45a.m. ....................................Kent RoomSteps To Improve Your Customer Relationships - Best Practices In User Experience (UX) Design
open SolUtionS inc.Michael Rawlins, Director, User ExperienceYour customers have great expectations when they visit your web and mobile ap-plications. They increasingly want an experience that’s relevant, easy to use, reflects the brand of your institution, engenders trust, and is emotionally satisfying. To retain and gain customers, you have to continually win their hearts and minds by providing them with a compelling user experience (UX) that is useful, usable, and desirable. This session will be a forum for an open, audience-guided dialogue exploring the challenges of reaching and retaining the mindshare of customers. The presenter will share thought-provoking examples of how UX has worked to increase brand awareness, establish reliable self-service channels and result in quan-tifiable and lasting customer relationships.
The participants will learn to: 1) become your users – through observation of usability tests 2) design first (take charge of the development process to ensure UX principles are being addressed) 3) select the right partners for UX (trust no one’s option – test pragmatically) 4) design once, measure twice (how to leverage web-based subscription tools to quantify the UX)
9:00a.m. - 9:45a.m. ............................Crowne 1 RoomCommunity Bank Technology: 2010 and Beyond
WolF & company, p.c.Matthew Putvinski, CPA, CISA, CISSPAttendees of this session will receive the results of the 2010 Technology Bench-marking Survey. You’ll hear where others in community banking are spending their technology budgets and what projects are occupying their time. We will also be sharing the trends we see through 2010 and beyond.
10:15a.m. - 11:00a.m. .......................... Coach 1 RoomAlternative, Cost Effective IT Infrastructure Support Services
maintechFrank D’Alessio – PresidentAttendees will discover how companies can consolidate their IT service needs and lower their IT operating costs through flexible, high quality service offerings and client management programs. They will learn how they can gain more value from their existing IT infrastructure investments across all OEM platforms.
10:15a.m. - 11:00a.m. ................................Kent RoomBanking Technology: Beyond The Hype Cycle
coccMarco Bernasconi – Vice President, Client ServicesTechnology could well be the most critical variable in banking today. Yet every banker has felt the sting of early investments in large technology changes, and worse, the consequences of delaying those investments! This presentation will challenge your assumptions about today’s technology offerings and suggest a method for determining whether a given technology deserves your investment dollars. Surprising and revealing, COCC will show you that timing makes all the difference in bank technology decisions.
10:15a.m. - 11:00a.m. .............................. Jersey Room“Teller Automation” – The Answer To Increased Opera-tional Efficiency and An Enhanced Customer Experience
dieBold, inc.Linda S. Perconti – Director, Delivery Channel SolutionsThe challenges of balancing resources while delivering quality service continues. In this session, we will explore how automating the cash process within the branch can provide a more productive environment that will also deliver an enhanced customer experience.
10:15a.m. - 11:00a.m. ........................Crowne 1 RoomBusiness Continuity Planning
lighthoUSe compUter ServiceS, inc.Jerry Hughes - Director of IT Audit & ComplianceAccording to the Federal Financial Institutions Examination Council (FFIEC), BCP encompasses much more than just a plan; BCP represents a complete, cycli-cal, process-oriented program that includes a business impact analysis, a risk assess-ment, risk management, and risk monitoring and testing, as well as policies and procedures for ongoing maintenance, testing and training.
Managing a comprehensive BCP program is a complex and expensive task. With-out a continually updated, enterprise-wide BCP that considers all critical elements of your business, your organization may not be able to resume customer service at an acceptable level in the event of disruption.
2:30p.m. (By Invitation Only) ..................... Jersey RoomAnnual Meeting
BankerS’ Bank northeaStAnnual Meeting
booth # company/raffle booth # company/raffle
39 A.M. Best Company
12 Access To Money
6 Agility Recovery Solutions
13 AMNET Technology SolutionsRaffle: 22” LCD High Definition Samsung TV
22 Armored Money Services, LLC
10 Bank Compliance Association of CTRaffle: 2 BCAC Program Regis./
2 20th Anniversay Blanket
34 Bank Financial Services Group
52 Bankers’ Bank NortheastRaffle: Wii
17 BrandPartnersRaffle: Garmin Nuvi 205
27 BrintechRaffle: Amazon Kindle
73 Calyx Software
55 CFT Atlantic & Central States
2 Clark Consulting
14/15 COCC
56 Continuity Engine
69 Cummins-Allison CorporationRaffle: $100 AmEx Gift Card
4 Diebold, Inc.
1 Federal Reserve Financial Services
25 Financial Services, Inc.
NB Fiserv
NB Harland Clarke
28 Hartford Stamp Works, LLC
3 ICS Compliance
74 Infoshred LLCRaffle: $100 Target Gift Card
8 Integrated Security Group
50 IPS-Intergrated Print Solutions
41 Level 5
26 Lighthouse Computer Services, Inc.Raffle: Steve Nelson Autograped Jersey
63/64 Magee Company
23 Main Street Checks, Inc.
53 Maintech
7 Mortgagebot LLCRaffle: 16 Gigabyte iPod Nano
37 Murtha Cullina LLP
24 NES GroupRaffle: Golf Balls
5 New England Money Handling Systems, Inc.
16 Open Solutions Inc.
21 Parabit Systems Inc.
31 PHH Mortgage
44 PULSERaffle: $200 Discovery Gift Card
20 RDSI Banking Systems
11 RecoveryPlannerRaffle: Emergency Flashlights
38 S.H. Smith & Company, Inc.
18 The Savings Bank Life Insurance Company
19 SecureWorks
40 Solidus
54 Specialized Data Systems, Inc.
57 Strunk & Associates, L.P.
33 VSoft Corporation
36/45 The Warren Group
35/46 Wolf & Company, P.C.
The Connecticut Bankers Association and The Warren Group have put together a show that should not be missed by anyone in banking – there’s something for everyone. Joseph J. Greco, The First National Bank of Litchfield CBA Chairman
It’s a one of a kind tradeshow for banking professionals in New England to meet with the companies that are changing the way banking is done.Gerry NooNaN
CBA President & CEO
who should Attend
Executive & Senior Management and Staff involved in:• Operations• Technology• Lending• Retail Banking• Marketing• Security• Human Resources• Compliance & Risk Management
whAt you will see At BAnkwoRld
• Core Processing• Retirement Services• Security Services• Environmental Services• Disaster Recovery• Coin & Currency Equipment• Information Portals• Insurance Products & Services• Printing• Executive Benefits• Retail Investments• Software & Technology• Compliance & Risk Management• Fee Income Products & Services• Correspondent Services• Design/Builders• ATMs/Bank Equipment
... and a whole lot more!
BankworlD exhiBiTors/ParTiciPanTs anD raffles To DaTe2:15 pm grand raFFle - BankWorld Raffle: HDTV (for bankers only, must be present to win)
silver sPonsors
funcTion sPonsors
Center for Financial Training Atlantic & Central States, Bankers’ Bank Northeast, Clark Consulting, Federal Reserve Financial Services, and ISC Compliance
BankWorld registration FormTuesday, April 27, 2010 • Crowne Plaza Hotel, Cromwell, CT
Please pre-register to expedite picking up your name badge
Please print or type
Company Name ____________________________________________________________________________________________________________________
Contact Name ______________________________________________________________________________________________________________________
Address _____________________________________________________________________________________________________________________________
City ___________________________________________________ State ___________________________________ Zip ________________________________
Telephone _____________________________________________________________ Fax _______________________________________________________
E-mail ________________________________________________________________________________________________________________________________
Attendees BAdge nicknAme title
RegistRAtion Fee woRksheetBankers complimentary if registered by an exhibitor
Banker / Financial institution staff: $45.00
$45/person X ___________________ Person(s) = $ ___________________
non-Banker / All others:
$495/person X ___________________ Person(s) = $ ___________________
❏ Payment Enclosed (make check payable to CBA)
oR Charge to ❏ AMEX ❏ MasterCard ❏ Visa
Card Number: _________________________________________________________
Expiration Date: _________________ Security Code:__________________
Cardholder Name: ____________________________________________________
Billing Address: ________________________________________________________
City/State/Zip: ________________________________________________________
Cardholder Signature: ________________________________________________
how to RegisteRmail or fax registrations with payment
or credit card information to:
Connecticut Bankers Association
10 Waterside Drive
Farmington, CT 06032-3083
Fax 860.677.5066
AdditionAl inFoRmAtionVisit www.nebankworld.com
Call CBA at 860.677.5060 or
The WarrenGroup at 800.356.8805
n o R e F u n d s F o R c A n c e l l A t i o n s
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