Conferences & Education

Annual Marketing & Business Development Conference

Annual Marketing & Business Development Conference
October 12-14, 2005
Paradise Point Resort & Spa
San Diego, Calif.

Program | Schedule | Optional Workshop
Exhibits & Sponsorship | Hotel & Travel | Registration


Click here to view and print Speaker Presentations & Handouts

Why You Should Attend

A strategic marketing and business development plan can have a positive effect on your bank’s bottom line. This conference will provide tips, techniques and tools that result in solid initiatives to create continuous success. Through Peer Idea Exchange Sessions you will learn from those facing the same challenges as you. At our Marketplace you will discover the latest products and services to help you create and send the strongest message possible to your audience.


  • Driving customer loyalty through bank activities
  • Competitive strategies that work
  • Best practices in cross selling
  • Reaching new customers and impacting the bottom line
  • Increasing deposit growth
  • Building brand equity and measuring your brand
  • Best practices for pricing
  • Selling commercial banking services
  • Effective project management techniques
  • Tracking systems and feedback mechanisms that work
  • Evaluating direct mail, ads and event marketing options
  • Selling marketing & business development budgets
  • Developing a successful marketing plan

I presented ideas from this Conference last year about incentive plans to our senior management team and they approved a change in our program.

— 2002 Conference Attendee - Senior Vice President, California Bank

Who Should Attend

  • Senior management with marketing/business development/sales responsibilities
  • Marketing Executives, Directors or Managers
  • Business Development Directors or Managers
  • Sales Executives, Directors or Managers
  • Bankers with sales/business development function targeting small businesses
  • Marketing consultants with independent bank clients
  • Bank CEOs & presidents

Advisory Committee

  • Kami Cox, Idaho Banking Company, ID
  • Nicole Grier, Wheatland Bank, WA
  • Jenni Leavitt, Allegiance Direct Bank, In Org., UT
  • Eric Lucero, Umpqua Bank, OR
  • Nancy E. Sheppard, Western Independent Bankers, CA
  • Hope Attenhofer, Bank of the Sierra, CA
  • Jim Essany, PremierWest Bank, OR
  • Mark Lantz, North Valley Bank, CA
  • Mary Jane Lewis, Western Sierra Bancorp, CA
  • Evelyn Wilson, Bank of Rio Vista, CA