March 17

8:30 – 8:40 Opening Remarks Glen Simecek, President & CEO, WBA Emcee: Jack Hubbard, CEO, St. Meyer & Hubbard

8:40 – 9:00 Keynote Session Jill Castilla, CEO, Bank of Edmond

9:00 – 9:30 Effectively Use Social Media to Advance Your Bank’s Brand Amber Farley, EVP/Emerging Media, Financial Marketing Solutions

In this session, we will discuss the strategy and planning required to succeed in the fast-changing world of social media marketing. Social networks are constantly stepping up their game to keep users engaged and entertained. Your organization’s social strategy should be doing the same. Whether you’re focused on becoming a trusted resource, humanizing the bank, highlighting community involvement, promoting bank

products, developing business opportunities, or extending your customer service offerings, this session will show you how to achieve results in the social space by incorporating six simple truths.

9:30 – 10:00 Breakouts with Amber Farley

Building a Brand on Social Media for Retail Bankers

In this breakout session, designed specifically for retail bankers, Amber will dive deeper into ways to effectively use social media to advance the bank’s brand. Building off her general session, she will cover social selling, employee advocacy and customer service.

Advancing the Bank’s Brand on Social Media for Bank Marketers

In this breakout session, designed for bank marketers, Amber will dive deeper into ways to effectively use social media to advance the bank’s brand. Building off her general session, she will cover ways to create empathic and relevant content, crisis management and flexible ad strategies.

10:00 – 10:20 Debrief Discussion

10:20 – 10:35 Break

10:35 – 11:05 Concurrent Sessions

Using SEO for Maximum Bank Marketing ResultsChris N. Cheetham-West, Speaker and Author, President, LR Training Solutions

Find out how to use key SEO strategies for your bank to be able to rank higher in the search engines. This is not just for Google, but for social media platforms as well. These days, we are constantly searching online to find what we need. Having the right content online can be a huge benefit to gaining more members. There are many different tools and tactics that need to be used to succeed in the search engines. This presentation details how to use quick tips, if you are a manager or part of a team who is often busy with other tasks.

Virtual is the New RealityDebra Jasper, Ph.D., Founder & CEO, Mindset Digital

Today—more than ever—bankers must use online platforms to reach and connect with clients, colleagues and prospects. An effective LinkedIn profile can help establish your unique voice, create a powerful first im-

pression and build a network that can drive your career forward. Walk away with smart strategies for leveraging the world’s largest professional network.

Strategies to Keep Banking HumanJoe Sullivan, CEO Market Insights

Concern is being expressed in boardrooms and branches about the ultimate impact of the digital transforma-tion of banking. As every technological innovation comes online, human interaction is reduced or replaced,

financial institutions must find new ways to maintain trust, build loyalty and deepen relationships. Suppressing digital transformation is NOT the answer. Finding new ways to keep banking human, IS! Participants will gain four

key insights into both personal and institutional behaviors that strike balance between automation and human connection.

Preparing for Marketing Success in a Post COVID-19 WorldJoe Sullivan, CEO, Market Insights

The social and economic impact of the coronavirus pandemic is a jarring example of how one crisis, one new trend or one new technology can turn your marketing, and your financial institution, upside down. Only the creative, agile marketer will be able to help their institution stay competitive and connected. This session explores emerging consumer behaviors and mar-keting trends and sets out three ways to keep your marketing less susceptible to emerging threats in the future. This session is designed to inspire innovative thinking and help bank marketers.

Bank on It: How Cultures of Care, Connection and Contribution Can Motivate People, Improve Retention and Make Change MeaningfulJason Meucci, Chief Possibilities Officer, Prelude to Leadership Consulting

Being a frontline banker is challenging enough even in the best of times. And leading people through difficult change requires attention—and intention—toward some core needs of the human beings in those critical,

customer facing roles. This conversation will highlight how doing the little things to ensure people feel cared for, connected to each other and know how their work contributes to something mean-ingful can add up to a big difference on workplace culture, employee performance and customer experience.

11:05 – 11:15 Break

11:15 – 12:00 Selling, Leading and Learning Remotely… What the Next Normal Looks Like Jack Hubbard, CEO, St. Meyer & Hubbard

We have bid 2020 a fond farewell – and none too soon. Psychics, soothsayers and prognosticators are shining their crystal balls for what’s next. One thing is certain: the approaches to training, coaching and conversa-tions are forever changed and those banks that pivot effectively will thrive in this next normal. Join Jack Hub-bard, for this practical, fast-paced look at several key considerations needed to experience breakout results as our virtual environment continues into 2021. During the session, Jack will cover trust-based selling, how to

tailor your technical systems with marketing’s help, virtual business development best practices, ways to help customers through the welcoming process, and ways for marketing and sales to work together.

12:00 pm Adjourn

March 18

8:30 - 8:35 Opening Remarks Emcee: Jack Hubbard, CEO, St. Meyer & Hubbard

8:35 – 9:05 Engaging Customers During Difficult Times Joe Micallef, GrowUp Sales

During these challenging times, your customers need your help more than ever. Your bank offers many valuable solutions your customers need right now that can save them from their financial anxieties. But most retail staff struggle to offer these broader solutions and your bank’s marketing messages may not be pro-

actively engaging your customers. Bankers are the economy’s “first responders” and it’s important that your

customers hear from you. Joe Micallef has worked with bank retail groups and marketing teams across the globe for over 30 years, creating compelling scripts and marketing messages that evoke greater customer responses. Joe will share strategies that have enabled banks to S.A.V.E. their customers from their financial anxieties and produce better results for all.

9:05 – 9:40 Breakouts with Joe Micallef

Stop Providing Good Customer Service and Start Creating Amazing Client Experiences

Every bank claims they offer “great customer service” but can they prove it? Service excellence is a perception and not a fact. It’s important we take the customer on both a rational and emotional journey when we execute our processes and service their needs. Does your bank have a defined service mission and a clear process for demonstrating customer service excellence every time you engage a customer? In this presentation we introduce you to the service excellence model that will enable you to differentiate your service offering, develop your team’s skills and offer greater value to your customers. At the conclusion of this session, participants will gain a deep understanding of the five steps for achieving customer service excellence and how to enhance the customer service experience.

Marketing, Sales & Management: Gaining Greater Agreement and Success

Meaningful bank growth can only be achieved through greater collaboration and agreement. Marketing managers are usu-ally required to juggle numerous tasks, manage competing priorities and administer tight budgets. At times, this can restrict the wonderful creativity we expect from our valuable marketing team. During this session, Joe will guide attendees through his process for creating more effective collaboration, overcoming challenges and achieving a better alignment among sales, marketing and senior management objectives. At the conclusion of this session, participants will have a better process for gaining greater agreement and support from their bank’s management teams for their marketing ideas and vision.

9:40 – 9:50 Debrief Discussion

9:50 – 10:20 Concurrent Sessions See Day 1 for descriptions

10:25 – 11:20 Small Screen, Big Impact Debra Jasper, Ph.D., Founder & CEO, Mindset Digital

In this world of uncertainty, communicating with clarity and impact is more important than ever. That means today’s leaders must become more powerful virtual communicators. This session will show you how to re-imagine how you communicate and connect in a new virtual age.

11:20 – 12:00 Wrap-Up & Debrief Discussion Jack Hubbard, CEO, St. Meyer & Hubbard

Jill Castilla Citizens Bank of Edmond

Jill Castilla, the president and CEO of Citizens Bank of Edmond, led a 180-degree turnaround at the bank through her approach to fintech and social media. She changed the story of the bank from one of near collapse and failure to one of great success and innovation. Jill has told the story of the turnaround at conferences nationwide and to 5,000+ people in various

industries. She broke virtual radio silence through the power of social media by leading the bank from having no audience to more than 30,000 followers who engage with the bank through Twitter, Facebook, YouTube and Instagram. Jill was named “Most Admired CEOs in Oklahoma”, “Most Innovative CEOs in Banking”, “Community Banker of the Year” and “Most Powerful Women in Banking” in 2015. She ranks #1 on ICBA’s list of Twitter influencers. Citizens’ community appreciation event implemented by Jill, “Heard on Hurd”, had more than 100,000 attendees in 2015 and generated more than $2.4 million in economic activity. Jill previously served in the U.S. Army and Oklahoma Army National Guard as a construction and civil engineer. Prior to joining Citizens Bank, she was at the Federal Reserve Bank of Kansas City and with a community bank in Minnesota. Her academic background includes a Master’s degree in Economics from the University of Oklahoma and is a graduate of the University of Wisconsin-Madison’s Graduate School of Banking. Jill is a distinguished alumna of Hawaii Pacific University.

Amber Farley Financial Marketing Solutions

Amber is a dynamo—the digital marketing and social guru behind our bank’s brand personalities and an industry-recognized expert. As executive vice president of emerging media, she strategizes ways to help our clients be more relevant to today’s most tech-savvy customers and shows them how to engage in meaningful online conversations. When we

develop a brand for our banks, Amber heads up digital and social media strategies to communicate that brand, identifying digital touchpoints to communicate efficiently and effectively on today’s devices and mediums (and that’s constantly changing). So it’s Amber’s job to stay on top of the latest trends affecting user behavior and best practices for communicating online. Amber is a sought-out speaker and teacher, leading frequent conference keynotes, webinars and serving in many leadership capacities across the industry. She is frankly unstoppable.

Jack Hubbard St. Meyer & Hubbard

Jack Hubbard is the chief experience officer at St. Meyer & Hubbard. With more than 70,000 bankers personally trained and coached in 49 states, Jack has shared his unique and practical approach to performance culture development over six decades. He is a bestselling author, an award-winning banking school faculty member, and a regular presenter at state, regional,

and national banking conferences as well as guesting on numerous webinars and podcasts. With more than 70,000 bankers personally trained and coached, Jack’s practical, humorous, and street smart approach puts him in great demand at 13 of the nation’s top banking schools, national conferences, and workshops, and in bank seminars (virtual too).

Debra Jasper Mindset Digital

Virtual is the new reality. That’s why Mindset Digital Founder and CEO Debra Jasper, Ph.D., is so passionate about helping leaders make a big impact—on a small screen. An international speaker, Debra has delivered keynotes and master classes in more than a dozen countries around the world, from Australia to Dubai. Recently named one of the top 12 Winning Women

entrepreneurs in North America by Ernst & Young, Debra has been intensely focused for more than a decade on how to engage clients and colleagues virtually. Today, thousands of professionals, from small businesses to Fortune 100 firms, are enrolled in her firm’s gamified, high-performance online coaching programs that drive new habits—and measurable results.

2021 MARKETING & RETAIL CONFERENCE SPEAKERS

2021 MARKETING & RETAIL CONFERENCE SPEAKERS

Joe Micallef GrowUP Sales

Joe Micallef is an award-winning sales expert with over 27 years of business and sales leadership experience. He is known for his strategic, collaborative and charismatic approach to achieving exceptional results. Joe has held senior management positions in Australia, Canada and the U.S., developing an intrinsic knowledge and understanding of global sales markets. He was a director

at Australia’s leading global investment bank for over 15 years and led a number of teams across various divisions. He has also held C-Suite level positions in Canadian and US finance companies where he introduced a number of transformational sales and coaching initiatives. In 2016 he relocated to Chicago and currently offers sales coaching and strategic advice to local banks. Joe aspires to help community banks leverage his global sales expertise and innovative training platform to coach retail and commercial leaders.

Jason Meucci Prelude to Leadership Consulting

Jason Meucci is a leadership and team building coach, trainer and facilitator. He’s spent 25 years working in Fortune 300 companies and the nonprofit sector, including more than 15 years with team leadership and people development responsibilities. He also serves as a teaching assistant for Gonzaga University’s Masters and Doctoral courses on leadership and team building and is a

consultant for Gonzaga’s Leadership and Training Development office. Currently, as the chief possibilities officer for his Leadership Prelude coaching and consulting business, he helps leaders and teams work with more purpose and improve their performance by infusing their day-to-day work with an intentional sense of Care, Connection and Contribution. He’s on a mission to create a better world, by building a better world of work. And that can only happen when everyone in an organization knows how and why, who they are and what they do, matters.

Joe Sullivan Market Insights

Joe Sullivan is the CEO and Founder of Market Insights. As a consultant, author and professional speaker with more than 20 years of experience, the themes of growth, organizational alignment and passion can be found throughout Joe’s work. Joe’s firm, Market Insights is a consulting firm with expertise in delivery system planning and branch evolution, strategic planning, branding,

marketing and culture transformation. Over the years, Joe has been invited to share his insights on topics ranging from delivery systems, marketing, human resources, strategic planning to brand positioning and leadership. Joe’s forward-thinking approach and energetic style engages his audiences and consistently makes him a top rated speaker. Additionally, his unique perspective comes from working side-by-side with executives and marketers around the U.S. in the development of successful growth strategies. Joe incorporates these frontline experiences into his presentations and offers insights that challenge conventional thinking, creating a sense of excited urgency with his audiences.

Chris Cheetham-West LR Training Solutions

Chris Cheetham-West is the president of LR Training Solutions and is dedicated to helping organizations utilize SEO and digital marketing to expand their business, thus leading to an increase in results. He is the author of Digital Marketing for Results. Chris is an internet marketing speaker who shares a wealth of actionable ideas that organizations can use right away to

produce a positive difference in their marketing and business team’s success. Formerly, Chris served in a position at Google where he worked in the area of marketing key products. His career has taken him to 48 states along with cities outside of the United States. The focus of Chris’ career is to help marketing teams save time and focus on what matters, by utilizing the latest online tools. His career advancement aided in him qualifying to become a member of the National Speakers Association (NSA). Chris has worked with team members at Lionsgate, Yamaha, and multiple Universities, to name a few. With his proven track record, Chris was awarded the Nido Qubein Scholarship to pursue his MBA from the NSA. This award is only given to a person actively pursuing a career in speaking and entrepreneurship.

2021 Virtual Marketing & Retail Conference

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2021 Virtual Marketing & Retail Conference

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I am attending WBA’s Marketing & Retail Conference

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The conference ends March 18 at noon.

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