Future Branches Virtual Event + Connect

Where Banking & Credit Union Branch Innovators are Coming Together for Branch Transformation 2.0

December 9 - Open Event | December 10 & 11 - Connect Event

Future Branches Virtual Event – Open To All

Day one (December 9) is open to all banking and credit union branch executives to attend.

Attendees of day one will receive access to all educational content on day one (fireside chats, panels & keynotes) delivered by other senior executives.

*At Capacity* Future Branches Connect Virtual – Invite Only

Days Two & Three (December 10-11)  is invite only and consist of exclusive presentations customized for the most senior leaders from leading banks and credit unions.

Attendees of days two and three will receive access to all of the educational content on days two and three (fireside chats, panels, keynotes and roundtables), get the opportunity to network in small groups during the live interactive roundtables and have pre-scheduled 1-to-1 meetings with solution providers.

A Unique Experience

The Future Branches Virtual Event + Connect is an online forum mirroring our in-person events. We’re bringing you exclusive knowledge from top-notch industry leaders at the touch of a button.

Here's what you get when you attend:

Pre-Scheduled 1:1 Meetings

See someone on our attendee list you want to meet? Mutually matched and pre-scheduled 1:1 meetings with your prospects and peers make it easy to further business. No more fruitless conversation. No more tradeshows.

Executive-Level Content

We provide custom-made, high-level content that fosters a fruitful dialogue amongst participants. Engage in in-depth discussions on how senior executives are leading the charge, to provide you with a rare chance to benchmark against the biggest brands in the country.

Exclusive Networking

Meet only the most senior-level executives in an intimate and interactive environment at our breakout rooms, 1:1 meetings, roundtables, and more.

Our Speakers. Your Visionaries.

Colleen Vukelic

Colleen Vukelic

Vice President, Director, North American Sales and Service Platforms and Channel Migration

BMO Financial Group

John Lucas

John Lucas

VP National Manager of Banking Center Channel Services

Comerica Bank

Ann-Marie Katzer

Ann-Marie Katzer

Vice President-Retail Sales and Service

American Eagle Financial Credit Union

Arvind Goel

Arvind Goel

VP, Transformation Office, E2E Operations

Bank of the West

Matthew Gaspari

Matthew Gaspari

Chief Operating Officer

Tuscon Federal Credit Union

Michael Rauh

Michael Rauh

President & CEO

Chelsea Groton

Kathleen Swain

Kathleen Swain

VP Retail Experience

JSC Federal Credit Union

Josh Wilder

Josh Wilder

Senior Vice President, National Accounts


Michele Moore

Michele Moore

Vice President, Branch Banking


Sean Keathley

Sean Keathley



Chris Turnley

Chris Turnley

VP of Retail


Gina Bleedorn

Gina Bleedorn

Chief Experience Officer


Jennifer Smith

Jennifer Smith

Vice President, Director of Branch & ATM Distribution

Flagstar Bank

Nicole Lawler

Nicole Lawler

Senior Product Marketing Manager


Long Vo

Long Vo

Director, Retail & Membership Development

Patelco Credit Union

Tom Fehrer

Tom Fehrer

U.S. Financial Services Banking & Financial Providers Director


Matthew Steilberg

Matthew Steilberg

Director of Retail Banking

Citizens and Farmers Bank

Zac Wolff

Zac Wolff

VP, Business Manager, Branch Banking

Associated Bank

Caitlin Drake

Caitlin Drake

Senior Vice President | Customer Experience & Digital Banking

Busey Bank

Kerim Tumay

Kerim Tumay

VP, Marketing

Kiran Analytics – A VERINT Company

Becky Smith

Becky Smith

Chief Strategy & Marketing Officer


James Lubeck

James Lubeck

Director, Client Solutions Consulting


Brian Melter

Brian Melter

Chief Experience Officer

Landmark Credit Union

Marc DeCastro

Marc DeCastro

Research Director, Consumer Banking


Steve Welling

Steve Welling

Director of Retail Banking

Cadence Bank

Karen Bohn

Karen Bohn

Director of Operations

Justice Federal Credit Union

Yury Nabakov

Yury Nabakov

Omnichannel Experience Manager and Marketing Strategist

Machias Savings Bank

Dan Schwaab

Dan Schwaab

Senior Vice President Retail Operations

Altra Credit Union

Kristen Talbott

Kristen Talbott

Senior Vice President - Chief Retail Banking Officer

Tri City National Bank

Todd Marksberry

Todd Marksberry

President & CEO

Canvas Credit Union

Kari Solomonson

Kari Solomonson

Vice President, Retail Team Leader

People's State Bank

Tansley Stearns

Tansley Stearns

Chief People & Strategy Officer

Canvas Credit Union

Eileen Phelps

Eileen Phelps

Chief Operating Officer

Credit Union of America

Kevin Mullins

Kevin Mullins

Vice President, Emerging Market Sales

3si Security

Bob Kiefer

Bob Kiefer

Chief Customer Officer / EVP

3si Security

David Dixon

David Dixon

Vice President, Financial Sales

3si Security

Daniel Vasquez

Daniel Vasquez

VP, Facilities & Planning


Melissa Perrin

Melissa Perrin

Chief Culture & Communications Officer

First United Bank

Eric Somers

Eric Somers

Vice President, Sr. Product Manager, Digital Lending & Customer Acquisition

BMO Harris Bank

Michael Sha

Michael Sha



Adelsa Figueroa

Adelsa Figueroa

Assistant Vice President

Apple Bank

Jeffrey Martinez

Jeffrey Martinez

Executive Vice President, East Territory Executive

PNC Bank

Josephine Moran

Josephine Moran

EVP, Head of Retail Banking

Provident Bank

Ed Powers

Ed Powers

Vice President of Membership and Business Development

First Tech Federal Credit Union

Kimberley Braswell

Kimberley Braswell

Chief Talent Officer

Member One Federal Credit Union

Jamie Harrison

Jamie Harrison

Chief Retail Officer

Meritrust Credit Union

Randy Bresee

Randy Bresee

Vice President of Member Experience

Rivermark Community Credit Union

RJ Montes

RJ Montes

VP Regional Branch Service

Dupaco Community Credit Union

Future Branches Virtual Event + Connect Agenda

All Session times displayed in Eastern Time

Day One, December 9, 2020 - Open to All Banking and Credit Union Executives

  • 12:00 pm - 12:10 pm

    12:00 pm - 12:10 pm

    Elizabeth Robillard, Event Director, Future Branches

  • 12:10 pm - 12:50 pm

    12:10 pm - 12:50 pm

    Kathleen Swain, VP Retail Experience, JSC Federal Credit Union
    Matthew Gaspari, Chief Operating Officer, Tuscon Federal Credit Union
    Colleen Vukelic, Vice President, Director, North American Sales and Service Platforms and Channel Migration, BMO Financial Group
    Michele Moore, Vice President, Branch Banking, SECU
    Arvind Goel, VP, Transformation Office, E2E Operations, Bank of the West

  • 12:50 pm - 1:10 pm

    12:50 pm - 1:10 pm

  • 1:10 pm - 1:30 pm

    1:10 pm - 1:30 pm

    Chris Turnley, VP of Retail, UFCU

    Picture this: a Gen’Zer seeking information on how to start saving money, a Gen X’er looking to refinance their mortgage, a millennial small business owner hoping to take out a loan and a baby boomer who prefers to deposit their check with a teller all walk into a branch at the same time. Is your branch equipped to provide all four of those customers with a stellar experience in a timely manner? Do you know what all of these generations are looking for from branches and have you set up your locations to handle as many of those journeys as possible? 

    • Banks and credit unions need to start thinking about the needs of each of these four generations
    • They all might behave differently and certainly have different needs given the time of life they are in
    • Do you know each customer well enough to provide them with the ideal branch experience
    • If you don’t, how do you go about learning this information and how to you start planning your branch network to meet all of these different needs
    Learn more
  • 1:30 pm - 1:50 pm

    1:30 pm - 1:50 pm

    Nicole Lawler, Senior Product Marketing Manager, LogMeIn

    Faced with the demands of a rapidly evolving and high-pressure engagement landscape, Financial Services companies are reassessing their approach and taking a hard look at whether their digital platform has what it takes to meet the needs of their business challenges now and into the future. Our session will take you through a 5-step approach to helping your business mitigate current pains and future proof their engagement strategy. 

    The 5 phases we will discuss are: 

    1.   Fortify your digital self-service 

    2.   Amplify your digital support 

    3.   Empower your employees  

    4.   Optimize your support strategy  

    5.   Evolve to the next level of self-service 

    Learn more
  • 1:50 pm - 2:20 pm

    1:50 pm - 2:20 pm

    Kristen Talbott, Senior Vice President - Chief Retail Banking Officer, Tri City National Bank
    Yury Nabakov, Omnichannel Experience Manager and Marketing Strategist, Machias Savings Bank

    ·        Who do I trust with my money?

    ·        Who do I trust with my data?

    ·        Who do I trust for advice?

    ·        Who do I trust to do the right thing?

    Learn more
  • 2:20 pm - 2:40 pm

    2:20 pm - 2:40 pm

    Tom Fehrer, U.S. Financial Services Banking & Financial Providers Director, Microsoft

    In an industry filled with tough competition, delivering a personalized customer experience has always been key to increasing loyalty and reducing attrition. But when COVID-19 began, banks had to quickly pivot to provide that same experience in a fully digital environment. While previous strategies may have centered around in-person interactions, it’s imperative now to have an optimized digital experience that spans all customer preferences, demographics, and channels. Moving forward, scenarios are emerging that will forever change bank's engagement strategy.

    Join this session to hear:

    • The shifts we’ve seen with COVID-19 and the impact on the industry
    • The influence the cloud, data, and AI will have on customer experience
    • The journey to always-on financial services
    Learn more
  • 2:40 pm - 3:10 pm

    2:40 pm - 3:10 pm

    Matthew Steilberg, Director of Retail Banking, Citizens and Farmers Bank
    Caitlin Drake, Senior Vice President | Customer Experience & Digital Banking, Busey Bank
    Karen Bohn, Director of Operations, Justice Federal Credit Union

    If you are acquiring or merging with another bank (as many have done in just the past year) don’t get lost in the wave of panic. While it can seem overwhelming to merge employees and technology and branch networks, there are many things you can do to overcome the confusing nature of these teams. Join us for this panel to hear what some best practices are when bringing two brands under one umbrella.

    • How do you make sure that your new branches fit into your brand? 
    • What is the process of merging leadership, departments and frontline employees? 
    • Have you thought of M&A as a chance to press the reset button on some of your policies or procedures?
    • What happens when you bring new products under your brand umbrella that your acquired company had that you didn’t? 
    • How do you best learn about new markets that you might be entering into? 
    • How do you merge core systems, data and other pieces of technology?
    Learn more
  • 3:10 pm - 3:40 pm

    3:10 pm - 3:40 pm

    Marc DeCastro, Research Director, Consumer Banking, IDC
    James Lubeck, Director, Client Solutions Consulting, Fiserv

    Consumers choose how they want to engage with their financial institution, and these preferences are evolving. Although demand for digital interaction is on the rise, the branch remains an important channel for driving your accountholder experience. Join Fiserv and a guest speaker from IDC in a conversation about recent research on what consumers want and how their preferences are changing post-pandemic. They will also share what they see for the future of delivery -- and what financial institutions can do right now.

    Learn more
  • 3:40 pm - 4:10 pm

    3:40 pm - 4:10 pm

    Kari Solomonson, Vice President, Retail Team Leader, People's State Bank
    Eileen Phelps, Chief Operating Officer, Credit Union of America

    • How strongly do you feel your institution and its workplace culture have promoted the importance of the role of women within finance the finance industry, particularly women in leadership roles, over the past several years?
    • Look at the number of new hires that interview at or enter your organization. How many of your candidates are women?
    • Once hired, do women feel included in the culture of your company?
    • Are they provided with the same mentorship and/or sponsorship opportunities afforded to men?
    • Are they invited to compete on competitive bids and to work on highly visible, revenue generating projects?
    • Are they offered roles within leadership or given the opportunity to explore these roles?
    • Do women at your company support, share and promote the success of other women? Yourself included?
    • Have you noticed a particular strain amongst your female employees with children during this pandemic, many of whom are now expected to juggle childcare, homeschooling & their careers?
    • What have you done to try to ease this burden, if it is in fact something you’ve noticed?
    • How are you planning to continue to promote diversity & inclusion for women within all levels, but particularly in leadership, at your institution going forward?
    Learn more
  • 4:10 pm - 4:10 pm

    4:10 pm - 4:10 pm

Day Two, December 10, 2020 - By Invitation Only

  • 12:00 pm - 12:05 pm

    12:00 pm - 12:05 pm

    Elizabeth Robillard, Event Director, Future Branches

  • 12:05 pm - 12:20 pm

    12:05 pm - 12:20 pm

  • 12:20 pm - 1:00 pm

    12:20 pm - 1:00 pm

    John Lucas, VP National Manager of Banking Center Channel Services, Comerica Bank
    Michael Rauh, President & CEO, Chelsea Groton
    Ann-Marie Katzer, Vice President-Retail Sales and Service, American Eagle Financial Credit Union
    Josh Wilder, Senior Vice President, National Accounts, Stratus

    The time has to come to identify whether you’ve done enough to transform your networks. Have you rolled out new technology? Have you renovated a large portion of your network? Have you opened in new markets? Are the results of these projects what you expected and do you think there is more work to be done? If yes, what major transformations have you not accomplished and why do you still need to complete them? If no, how do you start iterating & optimizing to make the most of your transformed network. Join this keynote to hear how one financial institution is approaching Transformation 2.0 and hear why they think they still have room for some improvements!

    Learn more
  • 1:00 pm - 1:20 pm

    1:00 pm - 1:20 pm

    Gina Bleedorn, Chief Experience Officer, Adrenaline
    Sean Keathley, President, Adrenaline

    Post-COVID, the U.S. bank branch ecosystem that was already challenged is now in a state of crisis, where costs must be eliminated. But new research proves that aggressive network transformation increases productivity, customer satisfaction and decreases attrition—if done right. While it’s true that you can’t close your way to profitability, you CAN reinvest savings to grow. That’s your opportunity. Creating optimized 'North Star' experience formats can more powerfully project your brand to entice new customers and more effectively serve and grow existing ones in our socially-distanced new normal—all while reducing operating costs.


    In this session you’ll learn about:

    • The 3 steps to transformation success: Close, Reduce & Reinvest
    • Determining both reductions to save and investments to grow
    • Creating efficiency ‘spoke' branch models to support ‘hub’ operations
    • Deploying stand-alone ITMs and enhancing the drive-up
    • Aligning branch investment and priority of actions with market opportunity

    Learn more
  • 1:20 pm - 1:50 pm

    1:20 pm - 1:50 pm

    Jennifer Smith, Vice President, Director of Branch & ATM Distribution, Flagstar Bank
    Long Vo, Director, Retail & Membership Development, Patelco Credit Union

    • Putting a branch in a new market is great way to get in front of new customers
    • But, you need to know about the local area, their demographics and their needs before making that jump
    • How can you learn these things and try to enter this market in an impactful way without causing a harmful stir?
    • How can you think up front about the value you could bring to a community this way
    Learn more
  • 1:50 pm - 2:15 pm

    1:50 pm - 2:15 pm

    Zac Wolff, VP, Business Manager, Branch Banking, Associated Bank
    Kerim Tumay, VP, Marketing, Kiran Analytics – A VERINT Company

    COVID-19 has caused significant impact on the branch channel including branch closures, re-openings, changes in open hours, and customer’s increased preferences for digital and contact center interactions. Prudent banking leaders are utilizing analytics and modern workforce management solutions for realigning their branch channel and staff. Join this case study to learn about:

    -         Leveraging analytics for transforming staff roles, branch formats and open hours

    -         Delivering outstanding customer experience and operational efficiency in light of COVID-19 

    -         Making colleagues’ jobs easier with staff scheduling and appointment scheduling integration

    -         Keys to success with workforce management 

    Learn more
  • 2:15 pm - 2:50 pm

    2:15 pm - 2:50 pm

    Dan Schwaab, Senior Vice President Retail Operations, Altra Credit Union
    Becky Smith, Chief Strategy & Marketing Officer, SECU of MD
    Brian Melter, Chief Experience Officer, Landmark Credit Union
    Steve Welling, Director of Retail Banking, Cadence Bank

    There are many types of customers who come into your branches. And what they are looking to accomplish and their level of comfort with technology can wary wildly! While the instinct to implement flashy new technology to attract customers to your branch is strong, that isn’t always the right decision. It makes more sense to think about who your customer is and why they might be coming into your branch when making choices as to how they’d like to interact with you in your physical locations. Your customer might not like technology or making small talk with other people or thinking about their finances at all. How do you take this into account when thinking about the balance of high tech and high touch across your network? 

    • Have you found the ideal balance between self-service, assisted self-service or full teller service? 
    • Does it vary by location based on the customers that visit each? 
    • Are you thinking customer first when thinking about this blend, given the preferences of different age groups? 
    • How does your branch channel weave in with the rest of your channels? Have you given your customers enough ways to interact with you in person and online? 
    • Are your staff members equipped with the right skills and technology to have the right interactions with your customers?
    Learn more
  • 2:50 pm - 3:10 pm

    2:50 pm - 3:10 pm

    While you may not have branches everywhere, it is still possible to capture market share in areas where you don’t have physical locations. Whether it be a stellar digital marketing campaign or dropping in ATM’s, there are ways to get your name out there without a costly branch presence. Growth is the name of the game today so how can you grow into new neighborhoods & new communities that you don’t have a branch in. Join this case study to hear how to be attracting new customers without branches.

    Learn more
  • 3:10 pm - 3:35 pm

    3:10 pm - 3:35 pm

    Todd Marksberry, President & CEO, Canvas Credit Union
    Tansley Stearns, Chief People & Strategy Officer, Canvas Credit Union

    ·        What does your CX leadership team look like?

    o  How were they chosen? What/who are they in charge of?

    ·        What decision making power does your CX team have over the rest of the business?

    ·        What stakeholders or key business partners are also involved in CX decisions?

    o  Do you have a steering committee of leaders across the different customer facing functions? If not, how do those stakeholders tie in together? 

    o  What influence do you have on instilling the mission and relevance of CX over all departments (from frontline to marketing to HR to operations to IT, etc)?

    ·        Do you have programs in place to keep CX momentum strong across the org?

    ·        How do you decide on the actions your CX leadership should take/projects they should work on?

    o  How do you prioritize the pain points that should be fixed or the new products/services to design?

    ·        What goals or metrics are in place for your CX organization?

    o  How were those decided?

    ·        What amount of organizational change management have you needed in order to put this framework into place? 

    Learn more
  • 3:35 pm - 3:40 pm

    3:35 pm - 3:40 pm

  • 3:40 pm - 4:25 pm

    3:40 pm - 4:25 pm

    David Dixon, Vice President, Financial Sales, 3si Security
    Kevin Mullins, Vice President, Emerging Market Sales, 3si Security
    Bob Kiefer, Chief Customer Officer / EVP, 3si Security

    Roundtable One: Using Technology in Branch to Increase Operational Efficiency, Protect Staff and Customers, Stay Compliant, Reduce Costs, and Get Back to Business SAFELY

    -Robert Kiefer, Chief Customer Officer / EVP, 3si Security

    -Kevin Mullins, Vice President, Emerging Market Sales, 3si Security

    -David Dixon, Vice President, Financial Sales, 3si Security

    Roundtable Two: Hosted by The Zebra

    Learn more
  • 4:25 pm - 4:30 pm

    4:25 pm - 4:30 pm

Day Three, December 11, 2020 - By Invitation Only

  • 10:30 am - 11:15 am

    10:30 am - 11:15 am

    Melissa Perrin, Chief Culture & Communications Officer, First United Bank
    Elizabeth Robillard, Event Director, Future Branches

    Leveraging the valuable group of executives all in one place, based on interest, we will be offering the chance for attendees from similar sized institutions to network together about the challenges that matter to them


    ·        Meetup #1: Medium Network Meetup (25-150 Branches): Meant to facilitate networking amongst peers coming from similarly sized institutions, this moderated meetup (run via zoom) will be your chance to talk with your peers that are going through similar challenges as a medium sized institution

    Topic: Deepening Customer Relationships in Branch With Financial Literacy Education

    Melissa Perrin, Chief Culture and Communications Officer, First United Bank


    ·        Meetup #2: Small Network Meetup (1-25 Branches): Meant to facilitate networking amongst peers coming from similarly sized institutions, this moderated meetup (run via zoom) will be your chance to talk with your peers that are going through similar challenges as a small sized institution


    Topic: Virtual Business Development Opportunities & Managing Continuing Lockdown Restrictions

    Elizabeth Robillard, Program Director, Future Branches

    Learn more
  • 12:00 pm - 12:05 pm

    12:00 pm - 12:05 pm

    Elizabeth Robillard, Event Director, Future Branches

  • 12:05 pm - 12:20 pm

    12:05 pm - 12:20 pm

  • 12:20 pm - 12:40 pm

    12:20 pm - 12:40 pm

    Eric Somers, Vice President, Sr. Product Manager, Digital Lending & Customer Acquisition, BMO Harris Bank

    -         What was the process customers used before in order to go through the lending process?

    -         What inspired yourself and the team to try to change this process?

    -         How did you go about creating the technology and what kind of testing did you do before bringing it to the market?

    -         How have you gotten customers to adopt this methodology?

    -         Did the pandemic effect your plans for this particular product?

    -         Tell us some of the early results of adopting this tech- what have customers thought about it? What do employees think about it?

    Learn more
  • 12:40 pm - 1:00 pm

    12:40 pm - 1:00 pm

    With customer expectations changing rapidly every minute, it is hard to commit to massive network changes without putting some precautions in place that allow new or renovated branches to be adapted in real time. Designing new branches with the pace of change in mind is crucial to your business as it will allow you to adapt in real time. How do you put certain precautions in place to make sure you can adapt your designs to incorporate new technology or updated working areas for branch staff so that you don’t have to make expensive changes later on down the line?  

    Learn more
  • 1:00 pm - 1:40 pm

    1:00 pm - 1:40 pm

    Randy Bresee, Vice President of Member Experience, Rivermark Community Credit Union
    Adelsa Figueroa, Assistant Vice President, Apple Bank
    Ed Powers, Vice President of Membership and Business Development, First Tech Federal Credit Union
    Josephine Moran, EVP, Head of Retail Banking, Provident Bank

    Today’s consumer is…. STRESSED. Constantly. And you know what stresses them out more than thinking about their job, their relationships or their living situation? MONEY. According to research done by Varo Money, more than one third (35%) of Millennials say they lose an hour or more of sleep a night because of regular financial pressure. Just over half (52%) say the stress is damaging their health, and nearly as many (47%) say the stress makes them want to give up on their dreams. Considering your institution was designed to help consumers deal with their money and make smarter financial decisions, don’t you think you’d be wise to step in and help educate and inform? While many banks and credit unions have established financial literacy and education programs, is there anything more your institution can be doing? 

    • Content surrounding financial education can be great for getting you new leads
    • The key to providing this content is knowing what people need and how your information can help them
    • Your branches can be a great place to start this by providing workshops, or making financial literacy signage and making sure your employees are equipped to provide good advice
    • If you can provide digestible bits of information on topics that are super top of mind or anxiety inducing for potential customers, you can start to nurture a relationship
    Learn more
  • 1:50 pm - 2:10 pm

    1:50 pm - 2:10 pm

    Daniel Vasquez, VP, Facilities & Planning, GECU

    Automation is the future. While ATM’s are one facet of that, given they automate easier transactions, there are other more advanced forms of automation that many financial companies are starting to use, like ITM technology and self-service kiosks that don’t have any employees at them at all. How do you decide what mode of automation your customer needs/wants?

    •         When we are talking about ITM’s, what kind of machines are we talking about? What drove you to invest in technology like this?

    •         How did you build the business case internally for this technology? What kind of R&D did you do?

    •         What was the pilot and roll out process like?

    •         How do you incorporate this technology into your overall branch/customer strategy?

    o  How have you gotten customers to adopt using this technology?

    •         What does all of this mean in the real world?

    o  What has the ROI/benefit been of this technology in action?

    •         Has this implementation of ITM’s pushed any other innovation across the business? 

    •         Where is ITM technology headed? What do future capabilities look like? 

    Learn more
  • 2:10 pm - 2:30 pm

    2:10 pm - 2:30 pm

    Jamie Harrison, Chief Retail Officer, Meritrust Credit Union

    The financial services industry isn’t well known as being incredibly open to innovation. While the desire to innovate and keep up with customer demand is certainly there, it is harder to make the case for new technology or more streamlined experiences given the regulatory hoops that finance executives have to jump through to get things accomplished. Unfortunately, today’s customer doesn’t care whether or not something will be approved by your compliance team. In fact, they assume that all experiences they have should mirror the experience they have with Amazon- things should be easy & seamless but also leave them alone when they aren’t needed.. 

    • Creating a cultural shift in your organization towards acceptance of faster moving technology creation & implementation
    • Putting together agile teams to test and pilot this technology that know they have the ability to ‘fail fast’ if need be
    • Building adaptable, scalable tech that can easily change with changing consumer demand
    • Bringing this holistic technological acceptance and agility to the branch when it comes to things like new software upgrades for employee technology, streamlined account opening with image capture or easier loan origination with AI and machine learning
    Learn more
  • 2:30 pm - 2:50 pm

    2:30 pm - 2:50 pm

    Your customer only has so many readily available options when it comes to what they can do with their money. You need to take this into consideration when planning the experiences they can have with you and make those experiences more personal and efficient. The first step involves understanding what customer data you need to accomplish this ‘personal’ experience and why. Then, you can use the more in depth data you can collect from them to really give them what they want and need. During this keynote, expect to hear: 

    • The kinds of technology needed to accomplish a personalized connection with customers
    • What kind of training your employee needs to go through in order to be ready for this personalization
    • How your branch design needs to change to facilitate these personalized interactions.  
    • The marketing methods you should be using to offer meaningful advice & product suggestions to customers
    Learn more
  • 2:50 pm - 3:20 pm

    2:50 pm - 3:20 pm

    Kimberley Braswell, Chief Talent Officer, Member One Federal Credit Union
    RJ Montes, VP Regional Branch Service, Dupaco Community Credit Union
    Jeffrey Martinez, Executive Vice President, East Territory Executive, PNC Bank

    Whether you are keeping some tellers for the basics or completely replacing all transactional tellers with a more comprehensive universal banker, the process for onboarding and training for your branch staff is likely having to change. If you are able to start your new hires off with a comprehensive onboarding and training program that gets them excited about your company culture, helps them understand the value of customer centricity & educates them as to how to be performing transactions alongside having more in depth conversations with customers, you can consider any new employees ready to operate across your updated network. 

    Learn more
  • 3:20 pm - 3:20 pm

    3:20 pm - 3:20 pm

Word On The Street


"Wonderful opportunity to see, hear and understand how bank's are adapting their branches based on the significant changes taking place in our industry. "

Dave Schwertfeger 
Senior Director Channel Optimization


"I enjoyed the variety of presentations on topics relevant to our industry/market today.  Content is real and actionable.  Q&A opportunities make it possible to expand understanding."  

Kris King
VP of Retail Operations


"I found the sessions to be very informative and was able to bring back valuable information to my team."

Brian Eitniear
SVP, Corporate Services,
First Federal Bank of the Midwest

All Of The Major Players In One Place

Leading Content. Zero Cost. Zero Travel.

Hear Firsthand From Seasoned Innovators, at Zero Cost

Listen to leading experts for an honest, unbiased view of what works now and where the future is headed. Every single session is totally free. This is major value at zero cost.

Get Solutions To Your Most Pressing Problems, Always

Hear from your industry peers about their recent successes, as well as solution providers about the leading tools driving the industry forward. If you can't make all of the sessions, no biggie. Everyone registered gets a copy of the on-demand sessions

Watch From Your Own Home, No OOO Needed

Since the event has multiple sessions, you select the material that makes the most sense for you.  Listen in during the live broadcast, or access the session on demand later—once you register, it’s up to you! Enjoy all the perks of a live event while saving travel budget and PTO days.

Our Audience Breakdown

Let’s Connect & Create A Custom Experience


Hi, I'm Rachel! I'm your Sponsorship Director for Future Branches Virtual Event + Connect. Reach out by clicking the button below and I’ll be in touch within 24 hours. Looking forward to connecting!

How Our Virtual Events Work

Participating in a virtual event is easy. Once you and your team register, each of you will receive a link to access the presentations. You can also add the event to your Outlook or other calendar as a reminder. You do not need to download or install any software to participate. All you need is Internet access. The sessions will be recorded, and will be available for a limited time afterwards. It’s going to be a great event!

This event is exclusively for practicing executives from banks, credit unions and financial institutions. Solution providers to these organizations and others will not be allowed to attend. Please register with your full company name and your corporate email address or you risk not gaining admittance. WBR reserves the right to not admit registrants based on company type.