2019 IBA Marketing Conference

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Wednesday, April 24

5:30 p.m. Apps, Dinner & Drinks at Bar Louie
Sponsored by VGM Forbin and Iowa Bankers Association
7105 Mills Civic Pkwy, West Des Moines
Join us for an evening of fun at this West Des Moines fun spot where we will enjoy some beverages and food before the conference officially starts. New to the conference – please join us. It’s a great chance to meet some new friends!

Thursday, April 25

8:30 a.m. Registration & Continental Breakfast
Sponsored by Harland Clarke

9:00 a.m. Welcome & Introductions

9:05 a.m. Unconventional Wisdom to Grow Core Deposits
Sean Payant, Haberfeld Associates, Lincoln, NE
In an increasingly competitive environment, banking must bury its reliance on conventional wisdom about what it takes to grow core customers and increase core deposits. When financial institutions begin executing an omni-channel approach to marketing – big data, digital solutions, geographic relevancy – and align people, products, policies and procedures – results follow: (1) doubling customer acquisition, (2) increasing core deposits, and (3) enhancing profitability. In this fast-paced session, we will discuss how to double overall new customer acquisition and why that can result in a significant improvement in ROA and ROE over time. In this session we will cover:
• Overview of key industry trends
• Marketing strategies to double overall new customer acquisition, core deposits, and profitability
• Keys to driving a significant improvement in ROA and ROE

10:15 a.m. Break with Exhibitors
Sponsored by SHAZAM

10:45 a.m. Millennials and the Changing Landscape of Banking
Lindsay Boccardo, Indianapolis, IN
Millennials are changing the way banks do business. As we race to adapt to their unique needs and diverse consumer expectations, we can feel confused, tired and unsure of what the future really holds. As a consumer, 71% of Millennials would rather see the dentist than listen to what banks are saying. It’s easy to see why both parties may not be clicking with each other and causing frustration for the other. The good news: All hope is not lost! In this session, national Millennial expert Lindsay Boccardo will show you how to think differently about the future of banking and your Millennial customer. She will give you the Millennial viewpoint on what’s working (and what’s not) in banking and what her generation is looking for from you as they enter their early years in the workforce. In this session you’ll learn why traditional strategies aren’t working like they used to, what Millennials worry about as consumers and why it matters, what Millennials what when they walk into your bank, and the factors that are facing Millennial financial decisions.

11:45 a.m. Lunch

1:00 pm. Don’t they know my bank is the best – Discovering Consumer Opinions Panel
Moderated by Lindsay Boccardo
Listen to bank customers share their thoughts about their banking relationship and what makes them raving fans about their bank and what may make them start looking. We’ll talk to several generations of bank customers and small business owners about how they see their bank and what they are looking for as consumers.

2:00 p.m. Break with Exhibitors
Sponsored by SHAZAM

2:15 p.m. Providing a Frictionless Banking Experience: What Banks Can Learn from Apple
Joe Salesky, CRMNEXT, Novato, CA
As the pace of change in the financial services industry continues to escalate, banks are faced with the dilemma of staying relevant while continuing to grow profitability in an increasingly competitive marketplace. We know customers’ profitability and loyalty are closely correlated with the engagement they have with individual brands, and for today’s consumer, a frictionless yet collaborative experience is key. This session will help you answer the question “Is it easy for my customers to do business with my bank?” and provide ideas on how you can make it easier for your customers to work with you so the experience feels frictionless.

3:15 p.m. Break with Exhibitors
Sponsored by SHAZAM

3:30 p.m. Will My Compliance Department Flag This Ad?
Julie Gliha, Iowa Bankers Association, Johnston
Are you new to marketing or need a refresher on advertising rules? We’ll review bank advertisements as a group, discuss, and then see what is compliant and what isn’t, and why. Once we have the basic information, we’ll ask you to write the advertising message and talk as a group about making sure your messages pass the compliance test.

4:30 p.m. Reception with Exhibitors featuring Scott Siepker
Sponsored by VGM Forbin
Now the work is done for the day! Relax for the day, take some time to talk with your marketing friends, and have a great time. Then stay as the fun continues with “Iowa Nice Guy” Scott Siepker. Scott is the host of the Emmy-nominated Iowa Outdoors on IPTV and actor in dozens of plays, commercials, and live events. You may know him from his viral videos about Iowa and his ESPN appearances!

Friday, April 26

7:30 a.m. Networking Breakfast & Roundtable Discussion Session
Enjoy a full breakfast buffet and network with your marketing peers about the issues that matter to you most.

8:00 a.m. Big Ideas for Bank Marketing – Strategies to shake up the
status quo in 2019
Joe Sullivan, Market Insights
Customer expectations are at an all-time high and only the creative, agile marketer will be able to help their institution stay competitive. Innovative new tools, platforms, and technologies continue to disrupt the bank marketing landscape. This annually-updated session explores emerging consumer behaviors and the marketing trends that should guide your strategic choices in 2019. This session is designed to inspire innovative thinking and help bank marketers navigate an increasingly digital landscape. Participants will look at tangible ways to move beyond the basics and breathe new life and success into their marketing efforts

9:00 a.m. Break

9:15 a.m. Mimosas & Marketing! Learn from a Marketer – Talking to Your Peers to Find the Answers
Sponsored by CVGT Marketing
Do you feel like you are the workhorse of the bank? Join us for this popular session we’ve carried over from last year! We are still getting down to business with this fast-paced session, but you can also enjoy a breakfast beverage with your peers. We’ll use this time to help you get to know other conference attendees and discuss current issues and trends in marketing in a facilitated round-table session.

10:15 a.m. Break

10:25 a.m. From Distracted to Productive: Finding Your Productivity and Focus in a Hyper-Interrupted World
Randy Dean, The E-mail Sanity Expert
E-mail. Texts. Interruptions. Project Transitions. Office Clutter. Social and Other Media. Your Smart Phones and Tablets. Even Family and Friends. How do you manage all of these “squirrels” that are driving you crazy? These key “distractors” sometimes make it almost impossible to get anything done. It sometimes seems like there is always at least one SQUIRREL getting in the way of what you really need to do. But with some forethought and effective strategies, as well as some personal discipline, it is more than possible to find your focus once again, even in a hyper-distracted world. As a matter of fact, those using these strategies will have a long-term competitive advantage — both professionally and personally. In this new program by popular time & tech management speaker Randy Dean, MBA, we’ll look at each of these key areas of distraction and define strategies for enhancing long-term focus, productivity, and performance. We’ll share “game plan” ideas for getting and keeping your distractors (SQUIRRELS!) under control, and finding critical “focused productivity” time each and every day, leading to not only performance but also clarity of mind and purpose.

11:40 a.m. Door Prize Drawing & Adjourn