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2003 Annual Conference |
| CONFERENCE Program |
Looking for the Silver Bullet? The answer may be found in one of our sessions!
Our program will offer you a wide variety of options to personalize your own agenda to address your bank’s challenges.
Among the hot issues that will be covered by speakers and peer group discussions will be:
- Integrity and Trust: Meeting Your Shareholders & Customers Needs Post-Enron
- IT Security Talk for CEOs
- The Sarbanes - Oxley Act: What You Need to Know Now
- Leading the Charge for Outstanding Customer Service
- Training Tomorrow’s Bankers
- Streamlining the Lending Process
- Maverick Marketing: Creating a Unique Personality for Your Brand
- Identity Theft & Fraud
Sunday, March 23 • 2:00 - 3:30 pm
Opening
General Session with Guests
Take a Wild Ride Through a World Where Dogs Have Cell Phones
Dr. Lowell B. Catlett - Regent’s Professor, New Mexico State University
Our speaker will keep you on the edge of your seat by talking about the changing demographics, technology, and economics that are impacting customers’ needs. Lowell will share with you why your greatest risk is that you will treat them as yesterday’s customer. You will take a wild ride through a world where people want to live in "yogurt cities", marriages exist only in cyberspace, and dogs have cell phones.
Lowell is an economist, futurist and Regent’s Professor at New Mexico State University. He works nationally and internationally with leading corporations and organizations doing futuristic planning concerning the impacts of technology on careers, lifestyles and the economy. Lowell has been a visiting professor or delivered presentations at over 50 of the nation’s leading universities including Harvard, MIT, and Cornell.
Monday, March 24
General Sessions • 7:45-9:45
am
Maverick Marketing: Creating a
Unique Personality for Your Brand
Terri Langhans - Head Honcho, BlahBlahBlah
(Now that we have your attention, we
want you to know that the name of Terri’s company is in fact "BlahBlahBlah"
and she is the "Head Honcho.")
To the customer, banks all look alike, sound alike and offer the same stuff. In fact, to customers, every company out there "marketing" itself essentially says the same thing. The concept of Maverick Marketing is all about standing out, being different in a way that attracts customers and ultimately builds the brand. Ms. Langhans will zero in on effective and specific strategies to distinguish your bank, its products and services from the competition; influence choice and increase response; create a unique personality for the brand; and communicate the personality in tangible ways, not just in marketing communications. You will walk away encouraged and equipped with creative ideas and tangible tools that will make your marketing more effective and messages more memorable. Both of which will lead to more business!
Negotiating in the Banking
World - The Key to Profitability
Robert Gibson, Negotiation Resources
In order to “Win the West”, community bankers need to know how to negotiate not only to get the business, but also get it with good margins and maintain the relationship. Bob’s presentation will highlight the skills and abilities needed to accomplish these objectives. The importance of conducting successful negotiations with customers, co-workers, hard bargainers, and within your own management team and board cannot be overstated! Your bank has never had more competition than today. Because of that, your people need to be better negotiators than ever before. The simple fact is - you don't have a choice as to whether or not they negotiate...your only choice is whether they do it well, or poorly. This session will start out our day with take home substance delivered to you with humor and style.
Concurrent Sessions • 1:30
- 2:30 pm
Leading the Charge for Outstanding Customer Service
Karen Hollingsworth - VP, Performance Excellence, Clarke American, 2001 Malcolm
Baldrige National Quality Award Recipients
As a CEO, do you think your customer service program meets the benchmarks required to adhere to the strict standards of companies who earn the coveted Malcolm Baldrige National Quality Award? Learn proven techniques and management practices that incorporate the right disciplines into your culture to achieve award-winning excellence in customer service. Learn how one company achieved this world-class award by incorporating these criteria into every aspect of the business.
Ed Holden, CEO of Monterey Bay Bank commented "I’ve seen two presentations on this and the concepts utilized here are truly powerful in building a results-oriented organization."
Training Tomorrow’s Bankers
Hank Hoell - Libertybank (Moderator)
Richard T. Houston - Peopleassets
Robert
Leet - The Mechanics Bank
Where is the next generation of bankers going to come from? The large bank management training programs used to be fertile ground for finding well-trained bankers. But, times have changed. Bank management now needs to use other methods to find, train or retrain the lenders and leaders of tomorrow! This session will focus on ways to accomplish these objectives.
Tuesday, March 25
Concurrent Sessions • 9:45
- 10:45 am
Good, Bad & The Ugly: IT Security Talk for CEOs
Ruth Razook - President & CEO, RLR Management Consulting, Inc
Michael Johnson - Principal, Operational Risk & IT Supervision, Federal
Reserve Bank of San Francisco
We hear CEO’s saying again and again, "We have heard about Information Technology Security for awhile, we know what it means and have everything we need in place." But the real questions are: Do you really know what is required? Do you know what the regulators are looking for? Do you have the controls in place to mitigate your risk? Come and hear from the experts what you, as a CEO or board member really need to know.
| Lunch with
Guests • Noon - 1:30 pm Walking the Gobi Desert: Quitting was not an Option Helen Thayer - Adventurer |
In 2001, at age 63, Helen with her husband Bill became the first people to walk the entire distance across the Mongolian Gobi Desert - a distance of 1,450 miles. They persevered through 126 degree temperatures, sand storms and a desperate search for water. Helen, who was told that she would never walk again after a serious car accident, fought through pain to realize her dream of crossing the entire desert on foot.
The Gobi Desert was not Helen’s first expedition. In 1988, at age 50, she became the first woman to solo any of the world’s Poles when she walked alone to the magnetic North Pole - pulling her own sled. Other treks include walking across the Sahara Desert and the Canadian Yukon, and a 1,200 mile kayak journey through the Amazon rain forest.
In her presentation, Helen will share her tales of courage, perseverence and her ability to motivate others to rise above adversity. You will see never-before-seen photography of the sites and nomad inhabitants of the Gobi Desert. This is a story you won’t want to miss!
Concurrent Sessions • 2:00
- 3:00 pm
Integrity & Trust: Meeting Shareholders & Customers
Expectations
David Thomas - President, IntegriTalk
The business world continues to recognize the importance of integrity: recent cover stories for both Fortune and Business Week highlighted the need for restoring trust in corporate America. With a style that is both compelling and challenging, David Thomas explores four vital aspects of integrity and its relevance to today’s workplace. The end result is that audiences emerge with backbones strengthened for making sound decisions in all areas of life.
Streamlining the Lending
Process
Richard Sprayregen - Director of Financial Institution Services, Moss-Adams
LLP
Growth and branch expansion, merger or acquisition, Holding Company or not, streamlining the process of making loans is imperative to your financial institution. Richard Sprayragen will cover all aspects from simplifying the initial application, establishing flexible parameters and custom scoring models to automating borrower financial statement analysis and linking loan policy to the real world. Richard’s expertise in working with community banks will contribute a great deal to this informative presentation.
Wednesday, March 26
Concurrent Sessions • 8:15
- 9:15 am
High Noon: The Battle for the Corporate Customer
Charles Wendel - President, Financial Institutions Consulting, Inc.
Many big banks in the West have gotten over their internal organizational issues and are now putting their extensive resources on the customer. The competitive environment is getting tougher for smaller banks. As the big banks "get their acts together," community bankers can no longer rely on big bank mistakes as their best source for new commercial customers. This session outlines why and how the major banks are refocusing on the customer and recommends some practical options for success for community bank players.
The
Sarbanes-Oxley Act: What You Need to Know Now
Norman B. Antin & Jeffrey D. Haas, partner, Kelley Drye &
Warren LLP
Dr. Douglas V. Austin, chairman & CEO, Austin Financial Services, Inc.
Our panel will present up to minute overview on how this law and the resulting regulations are impacting banks. The primary question that we have asked our panel to address is: As a bank board member and/or CEO what do I need to do differently now? The focus for the session will be SEC reporting banks, but will also be helpful to non-reporting banks in understanding the emerging trends in reporting and corporate governance.
Wrap-Up general
Session • 9:30 - 10:45 am
The U.S. Economy: The Near Future
Dr. Stephen Happel - Associate Dean, Arizona State University
What impact will the current bear market and economic slowdown have on future investment behavior? What have the Fed and President Bush got in store for us in the near future? Dr. Happel, a professor of economics and former associate dean of undergraduate programs at the Arizona State University College of Business, will share his insights on government policy trends and how demographics will impact the financial decision-making of U.S. generations.
His research focuses on applied microeconomics, federal reserve policy, demographic trends and ranges from the impact of snowbirds on the economy to free-market arguments for ticket scalping to market solutions for handicap parking spaces.
He is one of the most popular instructors at the Pacific Coast Banking School as a result of his candid and humorous sessions.
Personal
Sessions for Bankers, Directors & Associates
New This Year
Be A Star Communicator
Sunday, March 23 and Monday, March 24
Enhance your presentation and communication skills. You’ll have a chance to sign up for one of a limited number of personal half hour individual coaching sessions with David Booth Associates. You will be privy to performer techniques, including:
- Refining your unique style,
- Secrets to captivating your audience,
- Dealing with speaker anxiety,
- Use of space, both live and on-camera
- Keeping your presentation fresh
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“WIB’s Annual Conference provides an excellent opportunity for community bankers to candidly exchange ideas with peers who are leaders in the industry.” Cheryl Bishop, Skagit State Bank, WA |
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