Future Branches 2024 - Boston | Worldwide Business Research (WBR) | 24 June 2024 | The Westin Copley Place, Boston, 10 Huntington Ave, Boston, MA 02116, USA

What is your branch doing to exceed their expectations and meet the needs of other generations as well? This event is two days of action-packed stories, conversations and connections with the top minds in retail banking. We will explore how leading financial institutions are revamping retail banking technology, retooling front line associates, and creating the branch and retail banking experience of the future. You’ll get actionable strategies to provide personalized high touch experiences for today’s customers. This is THE meeting place to benchmark against the best of the best in financial services.

2024 Speakers

Anne Tangen
CEO, BankFive

Patrick Myron
SVP, Retail Network Strategy & Sales Analytics, Rockland Trust Bank

Vito Giannola
EVP & Chief Retail Banking Officer, Provident Bank

Andrea Principe
Managing Director – Northeast Division Director – Consumer Banking, Chase

Pam Haller
Chief Experience Officer, Royal Credit Union

Steve Welling
Executive Director Consumer and Branch Banking, Cadence Bank

Cassie Page
SVP Retail Sales Coordinator, First National Bank Texas

Tim Clevenger
CMO, OnPoint Community Credit Union

Gina Bleedorn
President & CEO, Adrenaline

Nick Krumbholz
SVP, Director of Retail Products, Academy Bank

Brian Read
Chief Retail Officer, STCU

Matt Campbell
SVP, Director of Remote Banking, Cadence Bank

Michael Lechleider
Sr. Managing Director of Consumer Banking, Webster Bank

Brian McEvoy
SVP, Retail Banking, Webster Five

Catrina Tate
Vice President of Retail, Everwise Credit Union

Steve Matejka
COO, Valley Strong Credit Union

Michelle Kile
Vice President, Branch Services, DCU

Kristen Pepper
Vice President, Retail Development, Suncoast Credit Union

Bill Kowall
Sr. Member Engagement Center Manager, Radifi Credit Union

Sundeep Kapur
Mid-South Community Credit Union

Andrea Pruna
SVP, Chief Growth Officer, NECU

Trudy McClain
Senior Vice President Retail Operations, One Nevada Credit Union

Jonathan Meeks
VP, Community Development and Growth, Wellby Financial

Heiwote Tadesse
EVP-Member Relations, Associated Credit Union

Priscilla Awkard
VP, Member Advisory Centers, Coastal Credit Union

Robert Williams
SVP, Director of Branch Delivery, Minnwest Bank

Robert Sims
SVP Retail Services, Greylock Federal Credit Union

Stephanie McClendon
Chief of Retail Community Banking, First Federal Bank

Ginna Holleman
Chief Experience Officer, Fortera Credit Union

Nikki Bloemer
VP of Human Resources & Marketing, Dieterich Bank

Heather Wood
Assistant Vice President – Operations, AmeriCU Credit Union

Jessica Mooney
Retail Area Director, Georgia's Own Credit Union

Breana Wolfert
AVP Branch Operations Project Management, American Heritage Credit Union

Alexander Sulpasso
EVP, Client Experience Officer, GSB

Paola Dutschmann
VP of Retail Banking, Leader Bank

Kerri Madnick
Vice President, Marketing Product Manger, Middlesex Savings Bank

Michael Beird
Co-Founder, BankersHub

Erin O'Donnell
Founding Partner, BankersHub

Janis Avila
Customer Experience Strategist

Sean Albertson
Founder & CXO, CX4ROCKS

Parker Graham
Founder and CEO, Finotta

Alisha Crafton
Chief Growth Officer, Kasasa

Dave Throndson
Senior Vice President of Sales, La Macchia Group

Jackie Hudson
Global Vice President and General Manager, Branch Workforce Solutions, Verint

Ralph Scannell Jr
Senior Vice President, Senior Strategy Leader Transformative Management, City National Bank

Matt Phipps
CMO, Agent IQ

Matt Beaulieu
Assistant Vice President, Member Services, Service Credit Union

Bryan Christensen
EVP, Chief Community Banking Officer, Middlesex Savings Bank

Nina Vellayan
CEO, Engageware

Ray Ragan
Interim CEO and Chief Information & Technology Officer, Securityplus Federal Credit Union

Nick Carr
Retail Project Manager, Rockland Trust Bank

Eric Hilaire
Co-Founder and Board Chair, Vaultright

Tim Klatt
Vice President of Strategic Services, La Macchia Group

Elizabeth Robillard
Portfolio Director, Future Branches

Terry Duffy
Chief Revenue Officer, NCR Voyix

Nicole Engravallo
Senior Vice President, Director of Training and Development, Minnwest Bank

Hawley Kane
Head of Marketing, LemonadeLXP

Peter Daugherty
Solutions Consultant, Financial Services, Zebra Technologies

Gerry Christensen
Head of Partnerships and Regulatory Compliance, Caller ID Reputation, Inc.

Don Beck
President & CEO, The MSR Group

Agata Ruta
Chief Operations Officer, The Belize Bank Limited

Katie Henry
Consumer Banking Officer, ACCESSbank

Andrew Marcis
Managing Director, Consumer Banking Administration, Webster Bank

Scott Perkins
EVP of Sales, Kinective

2024 Sponsors

• Adrenaline
• Agent IQ
• Attensi
• Caller ID Reputation
• Coconut Software
• Creatio
• Engageware
• Finotta
• Image4
• Kasasa
• Kinective
• Kisan America
• La Macchia Group
• The MSR GROUP
• Lemonade LXP
• Marquis
• NCR Voyix
• Nextenture
• Sesami
• Solidus
• Sterling ATM
• Stingray Business
• VaultRight
• Verint
• Zebra