Annual Marketing & Biz Development Conference

Program

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 Click on the links below to view PDFs of Speaker Presentations 

Program Highlights

GENERAL SESSIONS

Building a Solid Foundation For High Performance 
CASS BETTINGER, President, Cass Bettinger & Associates  

Presentation

In virtually every market there is at least one bank (and usually two or three) that achieves consistently superior financial performance. Cass will highlight the six essential practices of high-performance banks including strategic marketing.  Marketing entails virtually everything a bank does to attract the right customers; enhance their present value over time; and create loyal, profitable relationships.  High-performing banks understand that marketing is pure strategy and excel at each of its eight essential components. He will share these components with you.


Marketing Success - Las Vegas Style
JAN JONES, Senior Vice President, Communications & Government Relations, Harrah’s Entertainment, Inc.  

Presentation

Las Vegas is a marketing town.  Getting the customer’s attention through marketing is the key to success in this very competitive marketplace.  Learn how one of the all- time leaders in market segmentation, research and results looks at marketing.  Like banks, the gaming business core products are the same, so casinos must look at ways to add “value” to get you in their door and put your money on their tables.  Take some clues back to your own bank with some Las Vegas style strategies.

Betting on a Winning Hand
NANCY SHEPPARD, Executive Director, WIB
ANNE SCULLY, President, WIB Service Corporation

Why not take full use of the deals and trump cards that your association provides you? This short presentation will highlight some of the ways your bank can win with WIB.


A “Solutions Culture” Philosophy
ELAINE VREELAND, President, Power Training International  

Presentation

A “Solutions Culture” drives revenue and results in increased bottom-line profit, employee and customer retention and increased share of wallet.  A community bank that incorporates a “Solutions Culture” sets itself apart from other community banks by providing a bank the ability to be a customer’s bank of choice and an employer of choice.  With the inclusive focus and commitment of management, a “Solutions Culture” success is achieved through a defined implementation process.  


Simple Growth Strategies that Work for Any Bank
JOHN D. CALLOS, President, IdeaBridge  

Presentation

In his trademark high-energy delivery and no-nonsense style, John presents a proven blueprint for bank sales growth.  He explains that most community banks need to concentrate more on execution; less is more and simple is better. Simple growth strategies that can work for any bank will be revealed and include some of the world's most creative bank marketing programs, and the most effective questions ever devised for prospect calls. John will share the proven real world, real time methods, campaigns, initiatives and winning attitudes of growth oriented Banks. His philosophy of keeping things simple provides the flexibility to accommodate different styles, personalities, budgets, markets and goals. If you are in a competitive market and face aggressive growth objectives, this is a session you should not miss.

Market Intelligence: Understanding Banking Service Delivery Trends
KEVIN BLAIR, President, NewGround

Presentation

Warning: Those that attend this thought provoking presentation will never look at banking the same way again.  The dawn of retail banking is here. During the presentation you will not only learn the most dynamic service delivery trends today, but you will gain an understanding as to what is driving these trends and how you must abandon old strategies to gain and sustain a competitive advantage.  Even if you consider yourself a “business” bank, this session will have eye-opening information for you to ponder!


CONCURRENT SESSIONS

Differentiating Yourself In Today’s Crowded Bank Marketplace
RAYMOND ADLER, CEO, Bank Training International  

Presentation

With over 9,000 banks in existence in this country today, banking has become a commodity industry.  A fact confirmed when you visit the homepage of most bank web sites.  They all sound alike.  The very phrases designed to differentiate them from the competition— “we provide personalize customer service” and “we offer competitive rates”—unfortunately create the perception that there is no differentiation between “Bank A” and “Bank B.”  This presentation looks at how differentiation is achieved at two important levels within your bank: the Board and Senior Management level, as well as the in-the-trenches level with your Lenders and Branch Managers.  Don’t miss this very important presentation if standing out from the competition is a priority issue for your bank!  


Bringing in Core Deposits
DAVID FURNACE, Director, Alex Sheshunoff Management Services

Presentation

Can free checking with give-aways really increase bank profitability? Aren't free toasters a thing of the past?  It's Deja vu, with a new twist! Learn how banks across the country are doubling or tripling new checking account openings using the right product mix, direct mail aimed at Super Fridays (pay days that fall on Fridays), the right account opening procedures and how they are having fun and making more money in the process.


Developing an Integrated Marketing, PR and Community Relations Plan 
MARK BROWN, President & CEO & ROB CATALANO, Executive Creative, Brown & Partners

Creating and maintaining exposure in a highly competitive marketplace of business banks is no easy task. How you position yourself to your target demographics and how you back it up are critical to your business success. You must demonstrate to potential customers the difference between the same old empty rhetoric and how we can actually benefit their business. To accomplish this goal, your business must set forth an integrated marketing, PR and community relations plan that speaks with one voice to the entire community. Brown & Partners, an advertising (plus much more) firm with clients from Bellagio to the Community bank of Nevada, will share these strategies with you.


Time Management for Biz Development Professionals - ‘It’s About Time’
NICOLE SHERMAN, CEO, Power Training International
   

Presentation

This topic is one that no business development professional likes to admit pertains to them, “Time Management.”  No matter how hard some individuals work to get out of the office it always seems like there are plenty of important things to keep them tied to their desk.  This new and compelling approach to time management is specifically designed for business development professionals, and those who manage them!  It causes them to breakthrough the barriers that keep them from high impact production.

 

Referral Marketing Strategies for Today’s Competitive Marketplace
RAYMOND ADLER, Bank Training International  

Presentation

One of the most time-and cost-effective methods to gain access to quality prospects and high-profile business professionals is through endorsement from a respected colleague. Most bankers receive referrals…passively.  This session offers practical, proven and easy-to-implement methods and strategies for measurably increasing the number of referrals you regularly obtain. This information packed session will assist seasoned bankers to achieve challenging production goals through the effective utilization of their most valuable asset: their network of existing clients and diverse professional relationships. If working smarter, rather than harder, is of interest to you, don’t miss this exciting presentation.


Business Banking: Creating Differentiation in a Crowded Market

PETER LEVITAN, President &  CEO,  RALSTON360
 

Presentation

Many business customers think that most banks sound and look alike. After all, banking is banking and core services are often very similar. However, some banks do seem to create differentiation. This session will cover how to build a strong and unique brand positioning based on customer insight, how to segment the market and leverage targeted marketing, how to attain the position of market leader and build strong relationships and the power of “extraordinary advertising.”  Specific tactics for marketing independent banks in large and small markets will also be discussed.

 

2004 Marketing Conference Advisory Committee

Leslie Stone - Chair, Midstate Bank, CA
Kim DeBra, First Northern Bank of Dixon, CA
Nicole Grier, Wheatland Bank, WA
Stacey Heater-Divine, North Bay Bancorp, CA
Kristin Johnson, First Bank of San Luis Obispo, CA
Mariana Johnson, Sun West Bank, NV
Mary Jane Lewis, Western Sierra Bank, CA
Barbara Pelletier, Bank of Walnut Creek, CA
Russell Petersen, Silver State Bank, NV
Lawrence Scott, Community Bank of Nevada, NV