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

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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

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


2021 Speakers

Greg Braca
President & CEO, TD Bank, AMCB

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