OBL Senior Retail Banking Forum 2019 | Ohio Bankers League (OBL) | 22 August 2019 | Ohio Bankers League, 4215 Worth Ave Suite 300, Columbus, OH 43219, USA

The Ohio Bankers League is pleased to once again offer the OBL Senior Retail Banking Forum where individuals who are responsible for retail banking issues in your institutions have the opportunity to discuss and explore collaborative solutions to challenges you face on a day-to-day basis. This Senior Retail Banking Forum will provide a platform and opportunity for retail banking officers to exchange ideas freely, examine pressing issues in today’s ever-evolving regulatory, cost-conscience and productivity-driven environment.

The agenda for each session will flow based on feedback from participants in the forum group as well as current top-of-mind retail banking topics. As necessary, subject matter experts will be brought in to cover specific issues and topics based on responses from the forum members.

Who Should Attend?
This forum is designed for senior retail officers and retail managers and coordinators responsible for multiple branches/offices, as well as marketing directors with retail banking focus, and those responsible for leading the retail banking sales and service efforts of their banks.

Benefits of the Forum
• Improve your effectiveness as retail banking officers
• Discuss current industry challenges with others in retail banking
• Form lasting relationships with other retail banking colleagues
• Solve your most pressing problems
• Grow professionally as well as personally
• Discuss with peers what works and what doesn’t

How the Forum Works
• Current topics will be discussed at each session. Participants are strongly encouraged to suggest topics of interest
• Forum participants get the benefit of working with a seasoned facilitator
• A binder based on forum topics is compiled for each group member

Program May Include Such Topics as:
• Building a Retail Banking Branch and Culture
• Current Challenges with Growing the Retail Branch
• Performance Management: Metrics, Scorecards, Contracting for Improvement
• Business Development: Increasing the Pipeline, Small Business Strategies, Protecting Key Customers
• Improving and Maximizing the Customer Experience
• Employee Engagement and Development
• Emerging Technology and Products and Services
• Generating Revenue: Value Added, Cross Selling, Non-Interest Income, On-Boarding and Re-Boarding
• Balancing Regulatory and Compliance with Generating Revenue

2019 Speaker

Dianne Barton
President, Performance Solutions