Please select the sessions and meals you would like to attend. Once you have completed your on-line registration, the username and password you selected will be
emailed to you. This will allow you to go in and edit the sessions you would like to attend. You will be allowed to make edits to your registration up to 04/18/2012.
| 05:30 - 06:15 PM | Getting the Most out of Symposium (Optional) - Sean Payant | |
| 06:00 - 08:00 PM | Reception and Registration - Entertainment: Joe Cole, Comedy Magic | |
| 08:00 - 08:45 AM | Breakfast | |
| 08:45 - 10:15 AM | State of the Union - Alan Friesen | |
| 10:15 - 10:45 AM | Networking and Refreshment Break | |
| 10:45 - 12:15 PM | Concurrent Sessions (Select One) |
| Branch Excellence - Paul Krutak We’re bringing back the popular “Branch Excellence” session. Join us as we share ideas for creating and maintaining successful bank branches. You’ll hear success stories and best practices from fellow attendees, so be sure to come with your own creative ideas and best practices! | |
| Getting the Most out of eLearning - Rachael Houghton Learning electronically – telephone, web-directed, and web-self-directed – is called, eLearning, an increasingly popular method for training and increasing employee knowledge. This session will cover the different types of eLearning tools available and provide best practices for helping your team get the most of the eLearning experiences that are becoming more common in our technological environment. | |
| Leading and Motivating Your Team - Matt Swanson Maybe you find yourself in a new team environment and leading a team for the first time. Or, maybe you have been working with and leading teams for as long as you can remember. Either way, this session will work through many of the issues related to building and managing a dynamic team. A vibrant cohesive team can make a world of difference in morale, productivity and branch results. Join us as we explore the powerful topic of team leadership. | |
| Mystery Shopping - Stephanie Kubert Client data shows that when banks take advantage of Haberfeld mystery shopping services, they have better customer acquisition results than clients who do not. This session is designed to help you get the most out of mystery shopping. We will discuss creative approaches to shopping, using your shopping report as a coaching tool and keeping the objectives of the shop top of mind throughout the year. After all, every customer who enters one of your branches IS a shopper! | |
| Tell-A-Friend - Jenifer Hoffman Haberfeld agrees that, “Tell-A-Friend is the single most important aspect of customer acquisition and the single most difficult to maintain.” Attending this session will give you a better understanding of the importance of Tell-A-Friend, improve enthusiasm among employees, and give you the tools to increase Tell-A-Friend success. If your bank is struggling with Tell-A-Friend, or if you just want some new ideas, join us! | |
| Customer Acquisition: Marketing Fundamentals - Jen Babcock and Billy Friesen Want to know more about who we target with your direct mail? Are you curious about the additional High Performance Checking marketing materials that Haberfeld can provide? Then this is the session for you! We’ll discuss the components of our direct mail recommendations, the rationale behind a prospect’s decisions, additional merchandising options, and how your bank can maximize the impact of its High Performance Checking marketing efforts. | |
| Incentive and Compensation Strategies - Jack Farnham and Scott Dannehl Banks are consistently faced with the question of how to implement, maintain or manage an incentive and compensation strategy. This session will examine different approaches including monetary and non-monetary rewards, behavioral and goal-based rewards, and organizational and individual rewards. | |
| Justifying Your Strategy Upstream - David Carlson Have you ever struggled to explain to others at your bank the success of Haberfeld’s customer acquisition strategy? Does your board want to see a detailed explanation of why you invest money in this approach, and what return you are receiving on your investment? Do you need help with exactly what to say? If so, join us as we navigate these and other topics. | |
| Social Media Planning: Community Banking, Community Building - Roundscapes Whether it is research and trends, or simply planning how to best engage customers, Haberfeld will give you the tools to thrive in the social space. We will walk you through the state of the social industry, planning essentials, and case studies of community banks building online communities. | |
| 12:15 - 01:30 PM | Lunch | |
| 01:30 - 02:45 PM | Best Practices Panel - Achim Griesel | |
| 02:45 - 03:15 PM | Networking and Refreshment Break | |
| 03:15 - 04:45 PM | Concurrent Sessions (Select One) |
| Branch Excellence - Paul Krutak We’re bringing back the popular “Branch Excellence” session. Join us as we share ideas for creating and maintaining successful bank branches. You’ll hear success stories and best practices from fellow attendees, so be sure to come with your own creative ideas and best practices! | |
| Getting the Most out of eLearning - Rachael Houghton Learning electronically – telephone, web-directed, and web-self-directed – is called, eLearning, an increasingly popular method for training and increasing employee knowledge. This session will cover the different types of eLearning tools available and provide best practices for helping your team get the most of the eLearning experiences that are becoming more common in our technological environment. | |
| Leading and Motivating Your Team - Matt Swanson Maybe you find yourself in a new team environment and leading a team for the first time. Or, maybe you have been working with and leading teams for as long as you can remember. Either way, this session will work through many of the issues related to building and managing a dynamic team. A vibrant cohesive team can make a world of difference in morale, productivity and branch results. Join us as we explore the powerful topic of team leadership. | |
| Mystery Shopping - Stephanie Kubert Client data shows that when banks take advantage of Haberfeld mystery shopping services, they have better customer acquisition results than clients who do not. This session is designed to help you get the most out of mystery shopping. We will discuss creative approaches to shopping, using your shopping report as a coaching tool and keeping the objectives of the shop top of mind throughout the year. After all, every customer who enters one of your branches IS a shopper! | |
| Tell-A-Friend - Jenifer Hoffman Haberfeld agrees that, “Tell-A-Friend is the single most important aspect of customer acquisition and the single most difficult to maintain.” Attending this session will give you a better understanding of the importance of Tell-A-Friend, improve enthusiasm among employees, and give you the tools to increase Tell-A-Friend success. If your bank is struggling with Tell-A-Friend, or if you just want some new ideas, join us! | |
| Customer Acquisition: Marketing Fundamentals - Jen Babcock and Billy Friesen Want to know more about who we target with your direct mail? Are you curious about the additional High Performance Checking marketing materials that Haberfeld can provide? Then this is the session for you! We’ll discuss the components of our direct mail recommendations, the rationale behind a prospect’s decisions, additional merchandising options, and how your bank can maximize the impact of its High Performance Checking marketing efforts. | |
| Incentive and Compensation Strategies - Jack Farnham and Scott Dannehl Banks are consistently faced with the question of how to implement, maintain or manage an incentive and compensation strategy. This session will examine different approaches including monetary and non-monetary rewards, behavioral and goal-based rewards, and organizational and individual rewards. | |
| Justifying Your Strategy Upstream - David Carlson Have you ever struggled to explain to others at your bank the success of Haberfeld’s customer acquisition strategy? Does your board want to see a detailed explanation of why you invest money in this approach, and what return you are receiving on your investment? Do you need help with exactly what to say? If so, join us as we navigate these and other topics. | |
| Social Media Planning: Community Banking, Community Building - Roundscapes Whether it is research and trends, or simply planning how to best engage customers, Haberfeld will give you the tools to thrive in the social space. We will walk you through the state of the social industry, planning essentials, and case studies of community banks building online communities. | |
| 06:30 - | Dinner (Hosted by Haberfeld) - City Museum This is a very interactive museum so casual attire and comfortable shoes are recommended. | |
| 08:00 - 08:45 AM | Breakfast | |
| 08:45 - 10:15 AM | Keynote Speaker - Alexandra Valentin - Director, The Ritz-Carlton Leadership Center - "The Ritz-Carlton Experience . . . "It's Our Pleasure" | |
| 10:15 - 10:45 AM | Networking and Refreshment Break | |
| 10:45 - 12:15 PM | Concurrent Sessions (Select One) |
| Branch Excellence - Dann Nelson We’re bringing back the popular “Branch Excellence” session. Join us as we share ideas for creating and maintaining successful bank branches. You’ll hear success stories and best practices from fellow attendees, so be sure to come with your own creative ideas and best practices! | |
| Creating a Customer-Centric Sales Culture with DiSC - Ned Pauley A healthy sales culture begins with understanding and caring about our customers. The DiSC Sales Model enables participants to recognize their own natural selling style, read customers’ natural buying styles and adjust accordingly to best serve each customer’s unique needs. The result is a customer base that feels respected and trusts us with more of their business. | |
| Creating Change in the Branch - Bill Etmund Bankers, like anyone, are consistently faced with challenges, from customer and employee engagement to staffing and goals. At times, it can be overwhelming. Here is an opportunity to learn how to identify the challenges many bankers face and create solutions that bring about the changes you desire. Participants will leave with a personal course of action as well as several exercises that turn challenges into opportunities. | |
| Tell-A-Friend - Rachelle Humiston Haberfeld agrees that, “Tell-A-Friend is the single most important aspect of customer acquisition and the single most difficult to maintain.” Attending this session will give you a better understanding of the importance of Tell-A-Friend, improve enthusiasm among employees, and give you the tools to increase Tell-A-Friend success. If your bank is struggling with Tell-A-Friend, or if you just want some new ideas, join us! | |
| HPC - Back to the Basics - Kathy Griesel Does your bank have all of the recommended High Performance Checking elements in place, or have some items fallen off the radar? This session sets you up for success by covering WHAT Haberfeld recommends and WHY we recommend it. It’s a great refresher for long-time clients, and must-know material for newer clients. | |
| HPC Marketing 201: More Customers, Deeper Relationships - David Carlson and Terri Pieper Are you looking for ways to expand your bank’s marketing reach to prospective and existing customers, but don’t have the time or expertise to know where to start? This session will examine simple, strategic and automated methods of communication that attract new customers, deepen current relationships and increase household profitability. Some topics we’ll explore include email marketing, on-boarding, debit card activation, social media integration and big day events. | |
| Regulatory Roundtable - Jeff Platter Join us as we present information and facilitate discussion about the current regulatory environment relating to overdrafts, interchange and High Performance Checking marketing. Our goal is to leave you with some best practices and perspective to take home for immediate implementation. | |
| Time Deposits – Overlooked Opportunity - Neil Stanley, President Bank Performance Strategies Interest is historically the largest expense in banking. Today, the opportunity for substantial, durable earnings enhancement is readily available in an area many bankers have overlooked – time deposits. Hear from Haberfeld clients about how they pay less and get more while empowering and energizing their frontline bankers. Advanced registrants will receive a customized estimate of earnings opportunity from significantly better managing CD pricing and sales. Use this session to find out if this opportunity is too good for your bank to ignore. | |
| 12:15 - 01:30 PM | Lunch | |
| 01:30 - 03:00 PM | Concurrent Sessions (Select One) |
| Branch Excellence - Dann Nelson We’re bringing back the popular “Branch Excellence” session. Join us as we share ideas for creating and maintaining successful bank branches. You’ll hear success stories and best practices from fellow attendees, so be sure to come with your own creative ideas and best practices! | |
| Creating a Customer-Centric Sales Culture with DiSC - Ned Pauley A healthy sales culture begins with understanding and caring about our customers. The DiSC Sales Model enables participants to recognize their own natural selling style, read customers’ natural buying styles and adjust accordingly to best serve each customer’s unique needs. The result is a customer base that feels respected and trusts us with more of their business. | |
| Creating Change in the Branch - Bill Etmund Bankers, like anyone, are consistently faced with challenges, from customer and employee engagement to staffing and goals. At times, it can be overwhelming. Here is an opportunity to learn how to identify the challenges many bankers face and create solutions that bring about the changes you desire. Participants will leave with a personal course of action as well as several exercises that turn challenges into opportunities. | |
| Tell-A-Friend - Rachelle Humiston Haberfeld agrees that, “Tell-A-Friend is the single most important aspect of customer acquisition and the single most difficult to maintain.” Attending this session will give you a better understanding of the importance of Tell-A-Friend, improve enthusiasm among employees, and give you the tools to increase Tell-A-Friend success. If your bank is struggling with Tell-A-Friend, or if you just want some new ideas, join us! | |
| HPC - Back to the Basics - Kathy Griesel Does your bank have all of the recommended High Performance Checking elements in place, or have some items fallen off the radar? This session sets you up for success by covering WHAT Haberfeld recommends and WHY we recommend it. It’s a great refresher for long-time clients, and must-know material for newer clients. | |
| HPC Marketing 201: More Customers, Deeper Relationships - David Carlson and Terri Pieper Are you looking for ways to expand your bank’s marketing reach to prospective and existing customers, but don’t have the time or expertise to know where to start? This session will examine simple, strategic and automated methods of communication that attract new customers, deepen current relationships and increase household profitability. Some topics we’ll explore include email marketing, on-boarding, debit card activation, social media integration and big day events. | |
| Regulatory Roundtable - Jeff Platter Join us as we present information and facilitate discussion about the current regulatory environment relating to overdrafts, interchange and High Performance Checking marketing. Our goal is to leave you with some best practices and perspective to take home for immediate implementation. | |
| Time Deposits – Overlooked Opportunity - Neil Stanley, President Bank Performance Strategies Interest is historically the largest expense in banking. Today, the opportunity for substantial, durable earnings enhancement is readily available in an area many bankers have overlooked – time deposits. Hear from Haberfeld clients about how they pay less and get more while empowering and energizing their frontline bankers. Advanced registrants will receive a customized estimate of earnings opportunity from significantly better managing CD pricing and sales. Use this session to find out if this opportunity is too good for your bank to ignore. | |
| 03:00 - 03:30 PM | Networking and Refreshment Break | |
| 03:30 - 05:00 PM | Roundtable Discussions | |
| 05:00 - | Free Evening | |
| 08:00 - 08:45 AM | Breakfast | |
| 08:45 - 10:00 AM | Closing Speaker - Ron "Gus" Gustafson, President, Fully Armed - "Turning a Setback Into a Comeback!" | |
| 10:00 - | Symposium Concludes | |
