Join us for an exclusive virtual event full of discussions from banking industry executives, stakeholders, and solution providers that have a proven track record of implementing change.

They'll take you behind the scenes of their success to give you the tools to navigate a banking industry that has never been more in flux.

Due to growing competition from physical and digital competitors along with changes in consumer habits occurring as COVID disrupts our daily lives, the technology you implement, the staff you hire and the physical layout of your branches must continue to be an important focus in 2020 and beyond.

Be Inspired. Learn From:

Sarah Lindstrom

Sarah Lindstrom

Head of Retail Network Transformation & Branch Operations, WIN Community Pillar Lead

Citizens Bank

Molly Buchanan

Molly Buchanan

Vice President, Customer Experience Manager

US Bank

Renee Newman

Renee Newman

Chief Strategy Officer

First Interstate Bank

Matthew Benidt

Matthew Benidt

Chief Experience Officer

Sandia Area Federal Credit Union

Jordan George

Jordan George

Head of HR

Addition Financial

Lone Callahan

Lone Callahan

VP of Member Experience

1st Financial Federal Credit Union

Sean Cahill

Sean Cahill

President & CEO

True Sky Credit Union

Darryl King

Darryl King

Solutions Delivery Manager

Coastal Community Credit Union

Elissa Riddell

Elissa Riddell

Head of Marketing

Coconut Software

Tim Klatt

Tim Klatt

Director of Retail Strategies

La Macchia Group

Judy Helm

Judy Helm

SVP, Director of Sales & Marketing

American Bank of Commerce

Lindsey Hopkins

Lindsey Hopkins

Chief Growth Officer

Great Plains Bank

Nick Barnes

Nick Barnes

Head of Customer Experience


Jeff Chen

Jeff Chen

Vice President, Product Strategy


David Johnson

David Johnson

Product Manager


Michael Shults

Michael Shults


Alabama Credit Union

Terra Schwery

Terra Schwery

VP, eBanking Officer

Western States Bank

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.

Future Branches Virtual Event: Branch Transformation 2.0 Agenda

All Session times displayed in Eastern Time

  • 12:00 pm - 12:05 pm

    12:00 pm - 12:05 pm

    Elizabeth Robillard, Event Director, Worldwide Business Research

  • 12:05 pm - 12:30 pm

    12:05 pm - 12:30 pm

    Matthew Benidt, Chief Experience Officer, Sandia Area Federal Credit Union

    ·        What are strategies for getting branch updates to the market faster?

    ·        How can you make sure that new updates aren’t already outdated by the time you release them?

    ·        Can you be more project management oriented or work more agile?

    ·        Is there a way to come reengineer your processes that cut down on project time lines without cutting corners?

    ·        Can you make your updates adaptable in case they don’t work or in case technology catches up with them?

    ·       Given the large, physical nature of a branch, is it possible to make a change quickly?

    Learn more
  • 12:30 pm - 1:00 pm

    12:30 pm - 1:00 pm

    Elissa Riddell, Head of Marketing, Coconut Software
    Darryl King, Solutions Delivery Manager, Coastal Community Credit Union

    Hear first hand how Coastal Community Credit Union has responded to shifting consumer demands by implementing technology to improve operational efficiency and ultimately streamline their member journey. Darryl King, Solutions Delivery Manager for Coastal Community Credit Union, will join Elissa Riddell, Head of Marketing from Coconut Software, to take you through the selection and implementation process for a member engagement platform that helped Coastal Community Credit Union navigate the on-going pandemic. 

    Learn more
  • 1:00 pm - 1:30 pm

    1:00 pm - 1:30 pm

    Jordan George, Head of HR, Addition Financial
    Judy Helm, SVP, Director of Sales & Marketing, American Bank of Commerce

    If you are doing one thing in branch, it should be focusing intensely on training and development for your current staff. They need to be seen as knowledgeable and trusted advocates. What are some of the ways you can better train your employees to be seen as such? What courses can you offer them either in house or online that can teach them what they need to know? How can you make this training easy, comprehensive and engaging? 

    Learn more
  • 1:30 pm - 1:50 pm

    1:30 pm - 1:50 pm

    Tim Klatt, Director of Retail Strategies, La Macchia Group
    Sean Cahill, President & CEO, True Sky Credit Union

    Consumer expectations for convenience and ease have never been higher. They expect everything from booking a flight, to taking a cab, to getting surgery or having a mattress delivered to fit in with the lives they lead and for the brands they trust to help them make the right decision, even if they didn’t know they had a question in the first place. Their banking is no exception. Consumers want a bank or credit union to seamlessly meld with the rest of their life. To be there when they need them, but leave them alone when they don’t. This is difficult territory to navigate. Thus, understanding what your customer will need from your branches and how you can make those physical spaces fit as easily as possible into your customer’s journey should fuel how you strategize for this significant infrastructure investment. Without thinking of how you can add value to their day, your branches will remain irrelevant to your customers. Join Tim Klatt, Director of Retail Strategies for La Macchia Group and Sean Cahill, President & CEO of True Sky Credit Union to hear more about how financial institutions are starting with the customer and thinking about their branches as another channel that fits seamlessly into their customer’s lives

    Learn more
  • 1:50 pm - 2:05 pm

    1:50 pm - 2:05 pm

    Sarah Lindstrom, Head of Retail Network Transformation & Branch Operations, WIN Community Pillar Lead, Citizens Bank

    During this brand new speaking format, 3 presenters will each spend 7 minutes presenting their approach to the same business challenge. After all three have presented, they will have a few minutes to answer Q&A together. Our three presenters will approach the following challenge: The rampant shuttering of branches has slowed down in the past two or three years and now, banks are even starting to open some branches. Why? Because branches still remain the best way for a bank to enter a new market and they are the biggest sources of revenue for a bank. But, for those that don’t have the luxury of adding new locations to grow, how do you start bringing new money in from existing and new clients?

    • Are you growing? What is the overall vision for your growth?
    • How are you leveraging the branch in your overall growth strategy?
    • How can you compete against FinTechs and large tech behemoths (Amazon, Google) who are all encroaching on your potential business and making it harder to find new deposit sources?
    • How are you calculating branch ROI? Does growth potential have something to do with it
    Learn more
  • 2:05 pm - 2:20 pm

    2:05 pm - 2:20 pm

    Nick Barnes, Head of Customer Experience, JRNI

    Learn more
  • 2:20 pm - 2:50 pm

    2:20 pm - 2:50 pm

    Molly Buchanan, Vice President, Customer Experience Manager, US Bank
    Renee Newman, Chief Strategy Officer, First Interstate Bank

    How can brands prepare for future opportunities with their branch networks? How will the technology evolve along with tomorrow’s banking consumer? Get a holistic view of the future of the branch, as you hear from senior executives across banks and credit unions answer questions like:

    • What will the branch’s role be in the future omnichannel customer journey? 
    • How will technology like AI, VR, AR and Voice impact the role of your branch?  
    • What strategies are in your future roadmap for improving branch performance?
    • How can you continually test your branch’s performance to keep up with customer demand? 
    Learn more
  • 2:50 pm - 3:10 pm

    2:50 pm - 3:10 pm

    David Johnson, Product Manager, Fiserv
    Terra Schwery, VP, eBanking Officer, Western States Bank
    Michael Shults, VP, IT, Alabama Credit Union

    Hear from two innovative financial institutions about how they are blending talent and technology during the pandemic. By reimagining staff roles and using digital self-service, biometrics and interactive kiosks, they're better serving customers and members and finding operating efficiencies along the way. Fiserv, a global leader in financial technology, will also share recent consumer behavior trend data across their vast base of financial institution clients.  

    Learn more
  • 3:10 pm - 3:50 pm

    3:10 pm - 3:50 pm

    Lone Callahan, VP of Member Experience, 1st Financial Federal Credit Union
    Lindsey Hopkins, Chief Growth Officer, Great Plains Bank

    During a checklist panel of experts who will talk through the need to haves for a certain initiative they underwent. In this case, they will be discussing how they have changed the onboarding and engagement of branch staff. At the end of the panel, each panelist will share their biggest need to have for this initiative and a checklist of them will show up on the screen so you have it to implement when you hit the ground running with your team. 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
  • 3:50 pm - 4:10 pm

    3:50 pm - 4:10 pm

    Jeff Chen, Vice President, Product Strategy, Alkami

    As the physical and digital aspects of banking come together, innovation, more than ever before, is reliant on the effective partnership between FIs and digital providers. In this presentation, Alkami, a leading cloud-based digital banking solutions provider, will highlight the three common behaviors of digitally fluent FIs. Attendees will come away with insights and reflections to help inform and build support for their own digital transformation journeys.

    Learn more
  • 4:10 pm - 4:15 pm

    4:10 pm - 4:15 pm

One of a Kind Audience

Future Branches brings together senior financial services professionals responsible for retail banking technology, experience, and strategy.

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:

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Hi, I'm Vince, the Sponsorship Director for Future Branches Virtual Event: Branch Transformation 2.0. Reach out by clicking the button below and I’ll be in touch within 24 hours. Looking forward to connecting!

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Frequently Asked Questions

How will I access the sessions?
You will attend the sessions, meet our partners, and gain access to valuable resources in our online conference center.

Do I need to download or install any software to be able to attend this event?
No. You do not need to download or install any software to participate in our conference. You only need to have access to the Internet.

Will the sessions be recorded?
Yes. The sessions will be recorded and available for free for a limited time but you must sign up in advance.