Aligning Execution & Marketing
For our marketing to be effective, we need to ensure that we’ve done the necessary work up front to enable growth. This session is about laying the foundation for successful outreach. We’ll discuss foundational elements like product design, sales and service expectations and processes, and removing barriers to growth. You’ll be able to compare your current practices with the principles we know will set up your teams for success and you’ll leave equipped to implement key improvements.

Marketing & Outreach
Explore Haberfeld's strategic approach to marketing that drives new core relationships for community banks. We'll cover how to use data-driven targeting, proven tactics, and compelling messaging to attract more new relationships – and how to track what’s working. You’ll also get a look at fresh, innovative content and creative ideas that are delivering real results in today’s competitive rate environment. You’re guaranteed to walk away with a solid understanding of what makes our approach the best in the industry.

Talent Management
Real-world examples, practical insights, and actionable takeaways to help your institution turn strategy into execution—and make culture your competitive edge. The quote "Culture eats strategy for breakfast" sums up why so many organizations struggle to execute their plans. In a competitive landscape where products and rates often look the same, it’s your culture that sets your financial institution apart. A strong internal culture, engaged employees, and leaders equipped with the right tools are what truly drive strategy forward. Without that foundation, even the best plans can fall short.

Measuring & Benchmarking
Discover how Haberfeld uses deep data insights to shape and refine growth strategies for community financial institutions. We’ll explore how benchmarking and measurement fuel smarter decisions – and how you can apply the same principles to drive stronger performance. Real-world case studies will bring industry hot topics to life, including trends in noninterest income, online account openings, and more. Expect practical takeaways backed by real data.