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Fall Conference

Are you ready to take a Deep Dive into a great opportunity? We thought so!

Join us at the upcoming 2020 NEFMA Fall Conference being held October 22-23 – our first ever all-virtual Conference! With a special workshop and keynote presentation by Michele Lando of Skilset Communications, we are going to dive deep into how emotional intelligence impacts our everyday lives, careers and marketing success. Emotional intelligence (EQ), the ability to understand one’s own emotions and identify others’ emotions as well, can have an enormous impact on your life, your performance and your relationships with others.

Attend the 2020 NEFMA Fall Conference, and you will be a part of an exploration into the relationship between EQ and career and marketing success.

Sessions with Keynote Speaker Michele Lando will invite you to look inward to help develop skills and tactics to excel in your career as a financial marketer. Bruce Paul will give us all concrete proof of our successes and opportunities in the marketplace by revealing the latest market data from the New England Banking Benchmarks. Andrea Hoban will provide us with practical ways to apply emotion skills in the workplace. Finally, Monika Calite’s closing session will show how to begin to build an emotional connection between our brands and our customers using UX. This will be an amazing conference will valuable takeaways for you and your team!

American Bankers Association (ABA) Professional Certifications has approved the NEFMA Fall Conference: Leveraging EQ for Marketing & Career Success for CFMP 6 CE credits. Attendees will self-submit credit to their Certification Dashboard record.

Download a Customizable Justification Letter to help get approval to attend this Conference from your Supervisor.

Speakers

Moderators

Bruce Paul

Managing Director
Rivel CXLign

Bruce Paul is the Managing Director of Rivel CXLign and the inventor of the Banking Benchmarks®, the world’s largest Branding and Customer Experience studies. The Benchmarks include over 4 million annual prospect and customer reviews of their financial institutions. Bruce formerly was the Global Head of the Financial Services practice at the Nielsen Company, the world’s largest market research company. He also previously led the US Customer Experience business for Greenwich Associates, a strategy consulting firm in Financial Services. In addition, he has held senior roles at Qualtrics and at IPSOS (formerly Synovate).

In those roles, he has worked with many of the leading banks and credit unions across the US and around the world. He has personally designed the Customer Experience and/or Market Research programs at 7 of the 15 biggest North American banks, and scores of smaller Community Banks.

Michele Lando

CEO/Founder
Skilset Communications, Inc.

Michele Lando is the CEO and Founder of Skilset Communications, Inc. and is a highly successful communications strategist. She is the best-selling author of Create Demand For Your Brand. Her TEDx talk, “Aligning Your Purpose, Passion and Profit“, was inspired by her book.
In support of companies achieving their goals and enhancing their cultures, Michele authors and delivers keynotes, customized training, facilitated workshops and Master Class Series’. She works with senior executives, emerging leaders and Fortune 500 teams, guiding them to most effectively lead and communicate to drive consistent business results.
To ensure a maximized return on investment, all of her consulting, training and coaching is tailored to each client. Since launching in 1994, those clients have included American Express, Bank of America, Cisco Systems, City of Hope, Kaiser Permanente, Metropolitan Water District, Pacific Life, Prudential and Visa, to name a few.
Michele grew up in Los Angeles, is a graduate of UCLA, and continues to reside in Southern California with her husband and best friend. As a sales strategist prior to establishing Skilset, she was amongst the top 2% of female earners nationally by age 28.

Andrea Hoban

Founder/ Head of Learning
Oji Life Lab

Andrea Hoban, Co-Founder and head of learning at Oji Life Lab possesses more than twenty years of professional experience in leading large teams and achieving positive business outcomes. Over the last decade, she parlayed her ‘in the field’ background into leadership development and executive coaching practices. As a certified coach and leadership development speaker, facilitator and practitioner, she has now helped hundreds of professionals learn to harness their emotions to achieve their goals. At Oji, she is reimagining the way we learn skills like emotional intelligence to improve the quality of our lives and to make it easier for people of all kinds to access this kind of learning. She has spoken at numerous national conferences and is known as one that (as a recent client noted) “Wields industry expertise, emotional intelligence, humor, clever insights and strong communication skills which make her highly effective at guiding the growth and development of others.”

Sean Greene

Business Development Manager
Wakefly

Sean has been fully immersed in the digital marketing space for 10 years, regularly consulting with driven marketers in crafting custom strategies leveraging content, social media, web design, UX & Paid Media. His industry experience is extensive in having worked with executives in IT, Finance, Telecomm, Healthcare, Transportation, HR, Education, Music, Food & Beverage, Real Estate, Ecommerce, Energy and Travel.

Dean Dorazio

CEO, Co-founder
Wakefly

Through Dean’s passion for online marketing, he has helped thousands of clients improve their online image through effective website development, lead generation tactics, and desire to automate their marketing process. Dean has led Wakefly to be a 3 time winner of Inc. Magazine’s fastest growing companies in America by providing vision and keeping focused on delivering effective web based solutions.

Monika Cālīte

UX Design Agency

As the CIO of UXDA, Monika encourages hundreds of financial companies worldwide to form emotional connections with their customers and become loved brands. She actively shares knowledge about the Financial UX methodology and the power of user experience by publishing dozens of UX articles, presenting at conferences and being the creator and the voice behind the Financial UX Podcast. It has helped UXDA become a well-known influencer in financial UX with a following of 300 000 financial and design industry professionals from 127 countries. UXDA’s innovative approach has also been awarded by several globally famous design and finance awards like IF Design Award, A’ Design Award, European Business Award, Banking Technology Award. Monika is the best choice to turn to for financial UX inspiration, knowledge, support and experience.

Langdon Andrews

Sue Bachman

Susan has over 15 years of marketing and design experience leading strong marketing campaigns and strategies including branding, PR, and event management. With a master’s degree in visual communications from SFSU, she also holds a bachelor’s degree in graphic design with a minor in psychology from UMass, with additional banking and leadership certificates along the way. Susan is a team player with a passion for people, marketing and design, and keeping some spontaneity in life. She joined the NEFMA board of directors in 2019.

Jamie Belmore

Main Street Bank

Jamie Belmore oversees the marketing department at Main Street Bank out of Marlborough, MA, and has over 14 years of banking experience, with 10 of those being in financial marketing. Jamie is a Certified Financial Marketing Professional, and has a passion for aligning communications, brand, and customer experience. She has helped to launch and maintain the bank’s social media strategy and financial literacy program. Jamie works closely with all departments to ensure the bank’s message remains true to its actions, and firmly believes that the role of marketing is much deeper than advertising.

Janel Maysonet

Shelley Regin, CFMP

Senior Vice President, Marketing & Sales

Shelley has 25 years of experience in the financial services industry concentrating in sales, retail banking and marketing. She oversees all sales and marketing functions and leads a team of talented marketers at Country Bank. Shelley’s passionate about building memorable brands through creative marketing insights and strategies. She has a Bachelor of Science degree in Business Administration and Management, holds the professional designation of Certified Financial Marketing Professional (CFMP) and is a 2017 graduate of the American Bankers Association School of Bank Marketing and holds a Social Media Certification from Southern New Hampshire University. Shelley is the Vice President for The New England Financial Marketing Association and an Advisory Board Member for the American Bankers Association Bank Marketing School.

Steven Young

Fifteen years ago, Steven was writing short plays for young adults and then somehow this happened. He began his suspect marketing career in Minneapolis before taking his talents back home to Massachusetts, where he’s worked in financial services for the past twelve years. Steven joined the NEFMA board of directors in 2019, and wrote, co-hosted and DJ’ed the group’s inaugural Social Media Awards show last fall. He ran the 2018 Maine Marathon in 3:31:52 and he’s still irked about the 1:52.