The Virtual Event For Banking &
Credit Union Branch Innovators

Building Resiliency and Customer or Member Closeness

March 30 - 31, 2021 | 12:00pm ET | 9:00am PT

Find Your Next Big Idea at Our March 2021 Virtual Event

There is a new level of uncertainty about the future of physical branches, especially with regard to consumer habits and expectations. Now, branch leaders must adapt to a future where in-branch services and resources will continue to evolve.

In 2021, banks and credit unions are using the lessons learned from the previous year to push forward with new strategies and best practices. But they must do more to add resiliency to their branch networks—by building closer relationships with customers and members, and adapting their physical branch strategies to meet their expectations. This exclusive virtual event explores those two aspects of branch transformation as we begin a new decade.

Word On The Street

WORLD CLASS CONTENT

"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
CIBC

INSIGHTS FOR GROWTH

"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
WSECU

AN OPEN IDEA EXCHANGE

"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


Future Branches Virtual Event Agenda

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Day 1 – Adapting Physical Branch Strategies

  • 12:00 pm - 12:05 pm

    12:00 pm - 12:05 pm

    Chris Rand, Virtual Event Producer & Research Manager, Future Branches | WBR Insights

  • 12:05 pm - 12:15 pm

    12:05 pm - 12:15 pm

  • 12:15 pm - 12:40 pm

    12:15 pm - 12:40 pm

    The concept of a “digital branch” has long been discussed, but how traditional in-branch services can be executed successfully online is only beginning to come into focus. This session focuses on banks’ and credit unions’ opportunities to bring robust and niche services and interactions into digital environments.

    Learn more
  • 12:40 pm - 1:00 pm

    12:40 pm - 1:00 pm

  • 1:00 pm - 1:25 pm

    1:00 pm - 1:25 pm

    Jeff Boehmer, Director of Sales, DEI Incorporated
    Kevin Whitman, Vice President, Manager, Retail Design, Fifth Third Bank

    With new in-branch services, customer experiences, and digital tools, branch leaders must consider how all physical aspects of their branches will contribute to winning customer experiences. This session identifies the physical aspects of branches that are critical to these new strategies for in-branch success.

    Learn more
  • 1:25 pm - 1:45 pm

    1:25 pm - 1:45 pm

    Nicholas Barnes, Practice Director of Financial Services & Customer Success, JRNI

    As consumers become less dependent on physical branch locations, banks and credit unions will need to turn their attention to meeting the needs of the empowered and hybrid consumer: a consumer who wants to connect anytime, anywhere, via any device - and expects to. In today’s world, where many consumers can work from anywhere, they also want to bank from anywhere. This session explores how banks and credit unions can embrace technology to enable banking from anywhere and provide personalized services at scale.

    Learn more
  • 1:45 pm - 2:10 pm

    1:45 pm - 2:10 pm

    Janice Matthews, Director Retail Experience, University Federal Credit Union
    Claire Trunko, Chief People Officer, Together Credit Union

    Just as banks and credit unions must adapt to a new business climate, branch employees must adapt to new in-branch environments and responsibilities as well. This session identifies strategies for reskilling and preparing employees for new workplace challenges, boosting their morale, and aligning them with personal and business success.


    Learn more
  • 2:10 pm - 2:30 pm

    2:10 pm - 2:30 pm

  • 2:30 pm - 2:55 pm

    2:30 pm - 2:55 pm

    The sophistication of connected technologies continues to accelerate, with new opportunities for their use in physical branches. This session explores future in-branch technologies as consumer focus shifts towards data privacy, contactless exchanges, omnichannel experiences, and others.


    Learn more
  • 2:55 pm - 3:15 pm

    2:55 pm - 3:15 pm


    Learn more
  • 3:15 pm - 3:40 pm

    3:15 pm - 3:40 pm

    Tom Kraus, SVP, Chief Operating Officer, Together Credit Union
    Michael Rauh, President & CEO, Chelsea Groton Bank

    As 2021 unfolds, a lot of ink has already been spilled about how branches have responded successfully to changing market conditions, consumer habits, and emerging regulations. But what do all these changes mean for the future, especially in terms of preparing for future disruptions? This session highlight potential characteristics of successful, more resilient future branch formats and strategies.


    Learn more
  • 3:40 pm - 3:45 pm

    3:40 pm - 3:45 pm

    Chris Rand, Virtual Event Producer & Research Manager, Future Branches | WBR Insights

Day 2 – Building Closer Customer & Member Relationships

  • 12:00 pm - 12:05 pm

    12:00 pm - 12:05 pm

  • 12:05 pm - 12:15 pm

    12:05 pm - 12:15 pm

  • 12:15 pm - 12:40 pm

    12:15 pm - 12:40 pm

    Molly Buchanan, Vice President, Customer Experience Manager, U.S. Bank
    Elton Brooks, MBA, Vice President, Retail Operations, Fortera Credit Union

    Customer and member behavior was already fast-changing before 2020 began. But while 2020 will stand out in history as an atypical year, shifts in their habits and expectations have had a resounding effect on banking today. This session explores those shifts and their long-term implications for the industry.

    Learn more
  • 12:40 pm - 1:00 pm

    12:40 pm - 1:00 pm

  • 1:00 pm - 1:25 pm

    1:00 pm - 1:25 pm

    Claire Trunko, Chief People Officer, Together Credit Union
    Tom Kraus, SVP, Chief Operating Officer, Together Credit Union

    As banks and credit unions each strive to play the role of “financial partner” with their customers or members, they are refining their roles in those individuals’ daily lives. This session explores how FIs remain top of mind for those individuals—now and throughout their financial lifetimes.

    Learn more
  • 1:25 pm - 1:45 pm

    1:25 pm - 1:45 pm


    Learn more
  • 1:45 pm - 2:10 pm

    1:45 pm - 2:10 pm

    Janice Matthews, Director Retail Experience, University Federal Credit Union
    Molly Buchanan, Vice President, Customer Experience Manager, U.S. Bank

    Branch strategists can no longer view consumers’ visits to their branches as simply transactional—rather, they are an opportunity to create meaningful experiences and build closeness. This session explores opportunities to build more meaningful relationships with customers through branch visits.

    Learn more
  • 2:10 pm - 2:15 pm

    2:10 pm - 2:15 pm

Our Speakers. Your Visionaries.

Claire Trunko

Claire Trunko

Chief People Officer

Together Credit Union

Janice Matthews

Janice Matthews

Director Retail Experience

University Federal Credit Union

Michael Rauh

Michael Rauh

President & CEO

Chelsea Groton Bank

Tom Kraus

Tom Kraus

SVP, Chief Operating Officer

Together Credit Union

Elton Brooks, MBA

Elton Brooks, MBA

Vice President, Retail Operations

Fortera Credit Union

Molly Buchanan

Molly Buchanan

Vice President, Customer Experience Manager

U.S. Bank

Kevin Whitman

Kevin Whitman

Vice President, Manager, Retail Design

Fifth Third Bank

Jeff Boehmer

Jeff Boehmer

Director of Sales

DEI Incorporated

Nicholas Barnes

Nicholas Barnes

Practice Director of Financial Services & Customer Success

JRNI

Chris Rand

Chris Rand

Virtual Event Producer & Research Manager

Future Branches | WBR Insights

All Of The Major Players In One Place

Our Audience Breakdown

Let’s Connect & Create A Custom Experience

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

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.


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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 banking executives from appropriate organizations. 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.