ELEVATE IN 2022
MAY 12-13, 2022 | PROVIDENCE, RI
Move your brand, bank, and life onwards and upwards with sessions geared towards elevating new ideas with a refreshed perspective.
Registrants who attend the full 2-day Conference will receive 9.5 CFMP credits.
Schedule & Agenda
Day 1: Thursday, May 12
12:00 P.M.
1:00 P.M.
1:30 P.M.
REGISTRATION OPENS
CHECK IN CAN BE FOUND ON 17TH FLOOR OF THE GRADUATE
PROGRAM BEGINS
ELEVATE YOURSELF, YOUR TEAM, AND YOUR ORGANIZATION USING INSIGHTS PROVIDED BY THE PREDICTIVE INDEX BEHAVIORAL ASSESSMENT.
In this interactive session, you’ll learn more about your own natural behavior and what motivates you in the workplace. In addition, you’ll learn how to leverage this information to be a more self-aware leader and to communicate with and work more effectively with colleagues. In addition, you’ll learn how this information can help you improve hiring and retention in your organization. Participants will have the opportunity to take a free PI Behavioral Assessment and receive a Behavioral Report with results prior to the session.
MEET YOUR SPEAKER
Breakout Sessions:
2:30 P.M
INTERACTIVE SESSION WITH THE PREDICTIVE INDEX
Dive deeper into the Predictive Index Behavioral Assessment by breaking into small groups based on individuals’ strongest factors to discuss the strengths and challenges of that factor. Participants will launch into a discussion to identify tools and tactics to enhance their leadership skills based on their strongest factors.
Speaker: Teri Kinsella
2:30 P.M
NEFMA 2021 AWARDS SHOW PANEL
Attend this panel to hear from three of the top award winners from this year’s Virtual Award Show! Bank representatives from financial institutions will host a Q&A while discussing their winning campaigns, including their ideation process, how they worked to turn their creative visions into reality, and the response the campaigns received from customers and the community alike.
MEET YOUR PANELISTS
3:30 P.M
BOOSTING YOUR BRAND WITH THE NEW PR
When Mary Cate last met with the NEFMA faithful, she was schlepping storytelling as a means to light your media channels on fire. At this year’s Spring Conference, she will give an on-location report into how decisions are made in newsrooms across New England. Mary Cate will also help you learn how to get a reporter’s attention as well as how to really blow up that coverage with an “earned to owned” strategy.
Attendees will learn how to:
- Discover what reporters want,
- Prepare pitches that pop,
- Ignite coverage with an “earned to owned” strategy.
4:30 P.M
ELEVATING YOUR DIGITAL STRATEGY
You know you need to be visible online, but what you may not realize is that visibility isn’t just about ranking in the organic search engine listings – it’s about dominating your local search results.
“Huh? I thought they were the same thing!” you might be thinking.
Most business professionals don’t even realize that dominating their local search results is important, let alone know how to do it. Ranking in the local 3-pack is essential for financial institutions looking to generate more leads and sales from their online presence. But what many companies don’t realize is that there are a number of little-known tactics that can help them dominate their local search results.
We’ll share five strategies you can implement that will help you improve your local search visibility and generate more leads and sales from your online presence. You’ll come away knowing:
- How to check your local search results
- The one tactic you must implement to improve your local search traffic literally overnight
- How to find out which of your competitors are outranking you, and how they’re doing it
- The deadly traps many local institutions fall into when managing their local presence
- Why most of what you’ve been told about local marketing for your institution is dead wrong – and what to do about it!
And, as our way of saying, “Thank you,” you’ll walk away with our free 9-Point Google My Business Optimization Guide so that you can immediately implement what you learn during this presentation.
MEET YOUR SPEAKER
4:30 P.M
BRANDING WORKSHOP
Does your brand accurately reflect who you are today, where you’re going tomorrow, and what your customers can expect from you? Is your FI holding on to a stodgy or outdated identity for fear of alienating your customer base, despite having incorporated new and innovative digital tools or solutions? In other words, is your branding, well… on brand? In an ever-changing marketplace, the risk of becoming obsolete grows exponentially with each new shift. There’s never been a better time to ask yourself: does our brand still reflect who we are as an organization? In our Branding Workshop session, we’ll walk you through the process of helping your FI think more peripherally about your brand as it exists today, and give you the tools and guidance to begin the process of internal brand discovery that will enable you to remain relevant in the quickly evolving financial sector.
MEET YOUR SPEAKER
5:15
RECEPTION
Day 2: FRIDAY, May 13
7:00
CONTINENTAL BREAKFAST OPENS
8:30
USING DATA TO MAKE INFORMED DECISIONS PANEL DISCUSSION
Attend our Data Panel discussion and hear from three industry experts about how financial marketers can analyze and use available data in their day-to-day workflow to make more thoughtful, informed decisions. Data is king, and especially for financial marketers, understanding data and leveraging it is key when driving fruitful marketing campaigns. Attend this session and learn how to use data to get the budget approvals needed to reach new customers and keep your customer retention rates high, all while making a meaningful impact.
MEET YOUR PANELISTS
9:30
HARNESSING THE POWER OF FINANCIAL DATA
Financial data powers visibility into consumer behavior and enables the sophistication that financial institutions need to truly understand their consumers and deliver the personalized experiences and offers they expect. Repeatable, sustainable success will require consumer-focused, data-informed strategies and the effective leveraging of data.
David Hall, Director of Catalyst, MX Technologies’ client consulting team, will discuss the challenges keeping financial service providers from unlocking their data and effectively taking action on those insights to provide meaningful guidance and offers for their consumers and to position their organization to not only be relevant, but also to thrive in today’s financial services landscape.
MEET YOUR SPEAKER
10:30
THE TRUTH ABOUT DIGITAL MARKETING
MEET YOUR SPEAKER
11:30
KEYNOTE: INSIGHTS AND TRENDS EMPOWERING THE DIGITAL CONSUMER
One of the key outcomes in the post-COVID world is the clear emergence of the digitally empowered consumer. Every sector from media, to retail, to government, and even financial services has seen rapid acceleration and adoption of digital engagement and empowered consumers over the past two years. In this session we will review the key emerging consumer behaviors directly impacted by digital, discuss engagement strategies for digital natives, and review various industry case studies of how companies have competed in the evolving digital landscape.
Attendees will leave this workshop with:
- A deeper understanding of the emerging competitive landscape.
- Interactive exercises that can be used to help their institutions be better at collaborating around innovation.
- Insight into how the best companies prepare themselves for future threats and opportunities.
- Strategies for keeping the member and their user experience front-and-center.
- Ways to future-proof how their credit union adapts to changes of all kinds.
- A realistic view of where digital is really going in the next five years – separating the hype from the reality.
MEET YOUR SPEAKER
1:00 PM
CONFERENCE ENDS
*All times subject to change