Venue
The Otesaga Resort Hotel
The Otesaga Resort Hotel, 60 Lake St, Cooperstown, NY 13326, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Tue Sep 21 EDT - Thu Sep 23 EDT (10 months ago)
Location The Otesaga Resort Hotel
60 Lake St, Cooperstown, NY 13326, USA
Region Americas
Details

With just seven weeks to go before our first-ever combined Retail & Small Business Banking and Trust & Investment Conference, we are excited to share some highlights from the program:

Keynotes and other programs for all participants:
• Building the Customer Wealth Continuum: From Account Opening to Wealth Management
• Keeping Banking Human in a Digital World
• Are You an Inclusive Leader? Where We Are with Diversity, Equity & Inclusion
• “Town Hall” for Emerging Leaders
• Golf Outing at The Leatherstocking Golf Course
• Group Community Service Project (onsite)

Breakout sessions by track:
Trust & Investment
• Economic & Investment Outlook
• Estate Tax: Predictions and Planning
• Integrating Digital into Wealth Management
• The Value Proposition for Trust Professionals
• Strengthening Intergenerational Family Bonds
• How to Manage Challenging Assets: Crypto, Cannabis & Digital Custody

Retail & Small Business
• Repurposing the Bank Branch Post -Covid
• What Makes Business Owners Tick
• High-Touch Coaching in a High-Tech World
• A View from the CEO’s Office
• Turning Employees into Brand Advocates

Speakers

2021 Speakers

Greg Braca
President & CEO, TD Bank, AMCB

Clare M. Cusack
President & CEO, New York Bankers Association