Agenda

12:30 – 1:00

Conference Opens, NEFMA Welcome, Basic Zoom Etiquette, etc.

Welcome by NEFMA President Liz Hummel and Conference Host Steven Young

1:00 – 2:00

Crushing Content: Creating Optimized Content That Will Energize Your Customers

Dean Dorazio & Sean Greene, Wakefly

In 2020, we’re inundated with substantially more content than we’ve ever had with no signs of production slowing and competition for coveted eyeballs at a fever pitch. What is today’s marketer supposed to do when teams are light, budgets tight and let’s face it – producing (good) content is hard!

Wakefly pulls back the curtain and breaks down best practices in taking a strategic approach to your content marketing and ensuring your content is optimized for best results.

Session Moderated by Janel Maysonet

2:15 – 3:00

Who to Market to, and How?

Bruce Paul, Rivel, Inc.

Bruce will share the results from the latest Banking Benchmarks across New England. This scientific study of hundreds of thousands of households and businesses reveals:

• how many people are switching banks in your market,
• why they are leaving their current bank,
• what they are looking for in a new bank,
• which banks or credit unions perform best in meeting those needs

Top Performer “Awards” – Who had the best marketing performance in 2020?

Bruce will also share which banks and credit unions have had the best marketing outcomes in 2020:

• Who had the biggest jump in awareness
• Who had the biggest jump in consideration

Free 2-page Custom Report for all Attending Banks:

For everyone who attends, we will share a market snapshot of your own ratings and rankings in your trade area.

Session Moderated by Steven Young

 3:15-4:15

Workshop: Your Brand – Authentically, Wonderfully, You!

Michele Lando, Skilset Communications

The stage will be set for fun! Michele will walk participants through the classics of brand – Promise, Positioning and Personality… with one essential bonus… PURPOSE!

Participants will be asked to complete a pre-workshop assessment before this session to help build excitement and allow members to learn more about themselves. Each participant will receive a unique, customized report that shares the six motivators that drive their actions and helps define their purpose. During the session, Michele will begin by discussing the “miracle” of you and what makes you unique. Two interactive exercises will be facilitated to help members better understand themselves and the value provided by NEFMA to its members.

Workshop Moderated by Jamie Belmore

9:00 – 10:00

Leadership, Brand & Your EQ Keynote

Michele Lando, Skilset Communications

Leadership, Brand and Your EQ – How they all come together is an hour-long morning keynote where Michele will help attendees better understand what leadership, branding, and emotional intelligence can do when understood and leveraged. Once again, participants will be asked to complete a pre-workshop assessment before this session to help build excitement and allow members to learn more about themselves. Each participant will receive a unique, customized report that shares more about their personal emotional quotient. Michele will begin by discussing the difference between leadership and titles (titles don’t make a good leader) followed by a deeper dive into three types of leaders, Autocratic, Democratic, and Transformational.

Keynote Moderated by Shelley Regin

10:15 – 11:15

Unlocking the Power of Emotion at Work

Andrea Hoban, Oji Life Lab

The pursuit of an “emotion-free workplace” undermines that which makes us human: our feelings, including their influence on everday performance. Each of us, consciously or not, experiences hundreds of emotions each day from the moment we enter work to the time we leave. Imagining that our success in the workplace requires us to deny the existence of emotions is no more realistic than imagining a driver that can reach her destination by ignoring the weather, traffic, and time of day. Andrea will share findings two decades of research on emotions and emotion skills, offer practical ways to apply emotion skills in the workplace and the immense benefits that can result from harnessing the wisdom of emotions at work.

Session Moderated by Sue Bachman

11:30 – 12:30

5 Steps Toward Building an Emotional Connection Between Financial Brands and Their Customers Through UX

Monika Cālīte, UX Design Agency

In times of global uncertainty, the key factor for choosing one brand over another is whether it cares about its customers. Emotional connection is what differentiates successful and loved financial brands from average companies. This connection is created by integrating UX, empathy and the Experience mindset into the DNA of the financial business. It consists of 5 actionable insights you can incorporate right away, 100% remotely, and without huge resources to become a loved brand:

• Adopt the Experience mindset;
• Use empathy to explore the Customer context;
• Embrace a Disruptive culture;
• Ensure a rapid digitalization with the Financial UX formula;
• Establish an emotional connection with the customers.

Session Moderated by Langdon Andrews