2021 OBL Bank Marketing Conference
Marketing in an Upside Down World
Virtual Program | 8:30 a.m. - 12:30 p.m. Daily | Plus 1-hour lunch discussion on Day 1
March 25, 2021 - March 26, 2021
08:30 AM - 12:30 PM
Monday, March 22, 2021
March 25, 2021 - March 26, 2021
08:30 AM - 12:30 PM
Monday, March 22, 2021
Online Registration is Closed!
Call 614-340-7602 to Register!
In 2020 it certainly
felt like our world was turned upside down. Branches closed. Lending became
risky. Few had money to invest. The economy was on life support and bankers
became first responders. Traditional marketing strategies were put on hold and
emergency communications were developed to save clients.
As bank marketers start
to make sense of this chaotic world, it is apparent that there are many
opportunities to provide greater assistance in local markets. During this
virtual event, participants will gain new insights on how to leverage these
opportunities by refining their marketing message and implementing new communication
tactics.
2021 OBL Marketing Forum
Learn more about the 2021 OBL Marketing Forum, an ongoing platform for marketing officers and staff to exchange ideas and seek solutions over a wide variety of timely topics and concepts. Membership includes this annual OBL Marketing Conference, as well as three sessions held on May 20 (virtually), August 26 and November 16.
IBA, PABankers & WVBankers!
For registration assistance, please contact Sue Leppert at 614-340-7602 or sleppert@ohiobankersleague.com
SPONSORSHIP/EXHIBITNG OPPORTUNITIES - Please
contact OBL BankServices Products & Services Coordinator, Paige Houlihan at
614-340-7613
or phoulihan@ohiobankersleague.com
Location Virtual Conference
Tags Sales & Marketing
Registration Fees
| Price Description | Amount |
|---|---|
| per IBA, WVBankers & PABankers Member | $495.00 |
| per OBL Member | $495.00 |
| per additional Member | $395.00 |
| per Nonmember (Bankers Only) | $990.00 |
Agenda
| Pre-Conference Events |
|---|
| Thursday, March 25 - Thursday, March 25 | ||
|---|---|---|
| 8:30 am - 8:40 am | ||
|
Welcome |
||
| 8:40 am - 9:30 am | ||
|
Opening Keynote: Preparing for Marketing Success in a Post COVID-19 World with Joe Sullivan, CEO, Market Insights |
||
| 9:30 am - 9:40 am | ||
|
Break |
||
| 9:40 am - 10:30 am | ||
|
Audience Matters: Amplify Your Message with Smart Psychology with Greta Perel, PhD, Owner, Greta Perel LLC |
||
| 10:30 am - 10:40 am | ||
|
Break |
||
| 10:40 am - 11:30 am | ||
|
"Why Me?" The Power of Personal Branding in a World of Competing Bank Brands with Joe Micallef, Sales Strategist & Coach, Grow Up Sales |
||
| 11:30 am - 11:40 am | ||
|
Break |
||
| 11:40 am - 12:30 pm | ||
|
How Strong Brands Stand the Test of Time with Amber Farley, Executive Vice President, Financial Management Solutions |
||
| 12:30 pm - 1:30 pm | ||
|
Open Discussion / "Lunch" & Learn Grab your lunch and plan to join conference presenters for an opportunity to dive deeper into the topics on your mind. Breakout rooms will be available for targeted learning and discussion. |
||
| Friday, March 26 - Friday, March 26 | ||
| 8:30 am - 8:40 am | ||
|
Welcome Back! |
||
| 8:40 am - 9:30 am | ||
|
Break Through: Save Time, Get Faster Responses by Writing for Action with Debra Jasper, Founder & CEO,Digital Mindset |
||
| 9:30 am - 9:40 am | ||
|
Break |
||
| 9:40 am - 10:30 am | ||
|
The 12-Month Social Content Accelerator with Dan Novalis, President & Owner, 2Nova |
||
| 10:30 am - 10:40 am | ||
|
Break |
||
| 10:40 am - 11:30 am | ||
|
Concurrent Breakout Session: Uncover the Power of Technology Jim Caliendo, PWCampbell |
||
|
Concurrent Breakout Session: Community Bank Marketing During a Pandemic: Do’s and Don’ts Amy Baker, SPRY |
||
|
Concurrent Breakout Session: Banking Fast and Slow - Strategies for Any Economic Environment with Robb Rempel, Haberfeld |
||
| 11:30 am - 11:40 am | ||
|
Break |
||
| 11:40 am - 12:30 pm | ||
|
Closing Keynote: Five Tactical Tips to Enhance Your Social Media Efforts in 2021 with Amber Farley, Executive Vice President, Financial Marketing Solutions |
||
| 12:30 pm | ||
|
Wrap-Up |
||
Speakers
| Name | Speaking At |
|---|---|
| Amber Farley
<div><p><span style="font-family:Arial, Helvetica, sans-serif;font-size:12px;">Amber Farley, Partner & EVP of Brand Development at FMS, is a well-known and respected teacher, presenter, consultant and thought leader on bank branding, marketing, and leadership strategies for banks around the country. She strategizes ways to help banks be purpose-driven, inspirational and more relevant to today’s customer—including both internal and external customers, and regularly presents and teaches at national banking schools, banking conferences, and other statewide banking institutions.</span></p><p> </p></div><div> </div>
|
How Strong Brands Stand the Test of Time |
| Amber Farley
<div><p><span style="font-family:Arial, Helvetica, sans-serif;font-size:12px;">Amber Farley, Partner & EVP of Brand Development at FMS, is a well-known and respected teacher, presenter, consultant and thought leader on bank branding, marketing, and leadership strategies for banks around the country. She strategizes ways to help banks be purpose-driven, inspirational and more relevant to today’s customer—including both internal and external customers, and regularly presents and teaches at national banking schools, banking conferences, and other statewide banking institutions.</span></p><p> </p></div><div> </div>
|
Closing Keynote: Five Tactical Tips to Enhance Your Social Media Efforts in 2021 |
| Debra Jasper
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black; font-size:10Pt;"><span style="font-family: 'Arial'">Virtual is the new reality. That’s why Mindset Digital
Founder and CEO Debra Jasper, Ph.D., is so passionate about helping leaders make
a big impact—on a small screen. An international speaker, Debra has
delivered keynotes and master classes in more than a dozen countries around the
world, from Australia to Dubai. Recently named one of the top</span></span><span style="font-family:Arial; font-size:10Pt;"> 12 Winning
Women entrepreneurs </span><span style="color:black"><span style="font-family:Arial; font-size:10Pt;">in North America by Ernst &
Young, Debra has been intensely focused for more than a decade on how to engage
clients and colleagues virtually. Today, thousands of professionals, from small
businesses to Fortune 100 firm, are enrolled in her firm’s gamified, high-performance
online coaching programs that drive new habits—and measurable results.</span><o:p></o:p></span></p>
<p> </p>
|
Break Through: Save Time, Get Faster Responses by Writing for Action |
| Joe Micallef
<div><span style="font-size:10.00pt;"><span style="color:black;font-family:'Arial';font-size:10.00pt;">Joe is an Award Winning Banker and Sales Expert with over 28 years of banking and sales leadership experience in Australia, Canada and the USA. This valuable global experience has ideally positioned Joe to share insights on universal best practices for growing your Bank and your career</span>.</span></div>
<div><span style="color:black;font-family:'Arial';font-size:10.00pt;"></span></div>
<div> </div>
<div><span style="font-size:10.00pt;">He has been recognized throughout his career for his strategic, collaborative and charismatic approach to achieving exceptional results. In 2014 Insurance Business magazine named him one of Canada's Hottest Insurance Professionals and in 2016 he won the Chicago Daily Herald Business Ledger's award for Outstanding Services to Entrepreneurs. </span></div>
<div><span style="font-size:10.00pt;"><span style="color:black;font-family:'Arial';font-size:10.00pt;"></span></span></div>
<div><span style="font-size:10.00pt;"> </span></div>
<div><span style="font-size:10.00pt;">Joe loves inspiring bankers to achieve extraordinary careers and has enthusiastically facilitated over 100 bank conferences across the globe. He is intensely passionate about creating a better quality of life for bankers &. and his four daughters.</span></div>
<div><span style="color:black;font-family:'Arial';font-size:12.00pt;"> </span></div>
<div><span style="font-family:'Arial';font-size:10.00pt;"></span> </div>
|
"Why Me?" The Power of Personal Branding in a World of Competing Bank Brands |
| Daniel Novalis
<p style="margin:0in;margin-bottom:.0001pt;line-height:14.65pt"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif">Dan Novalis is a
marketing strategist, consultant and digital advertising expert. He runs 2Novas
Inc., an advertising agency focused on video and social media strategy for
community banks. Prior to starting 2Novas, Dan led marketing consulting
engagements at Accenture, Microsoft and Merkle Inc. for Fortune 500 banks and
retailers. He holds an MBA in Marketing and Strategy from the Stern School at
New York University and a BS in Computer Science from Washington University in
St. Louis.<o:p></o:p></span></p>
<p> </p>
|
The 12-Month Social Content Accelerator |
| Greta Perel
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><span style="font-family:Arial; font-size:10Pt;">Greta
Perel graduated from Concordia University, NE in 2007, and earned her doctorate
from the University of Kansas in Communication Studies five years later. Since
starting her own business in 2014, she has served clients on five continents.
Today, she practices as a corporate educator, speaker and online professor for
Bellevue University. She has been a regular presenter for state banking
associations and enjoys teaching professionals of all stripes how to upgrade
their communication skills for a digital workplace. </span><o:p></o:p></span></p>
<p> </p>
|
Audience Matters: Amplify Your Message with Smart Psychology |
| Robb Rempel
<p><span style="font-family:Arial; font-size:10Pt;">Robb Rempel, senior executive vice president of client services, leads the profitability, research and marketing implementation teams at Haberfeld. With more than 20 years of experience in the financial services industry, Robb has worked with financial institutions of all sizes as both a consultant and an account executive. An experienced facilitator and presenter, Robb helps bank executives and their teams implement targeted strategies to drive ongoing growth and enhance overall profitability. Robb is a graduate of the University of Nebraska.</span></p>
|
Concurrent Breakout Session: Banking Fast and Slow - Strategies for Any Economic Environment |
| Joe Sullivan
<div><span style="color:black;font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span style="font-family:'Arial';">Joe Sullivan is CEO of Market Insights, Inc. He has 20 years of providing consulting and education to financial services organizations to push them beyond conventional thinking. He provides a unique mix of sound market research, business strategy and planning skills packaged with the visionary leadership and facilitation expertise to dissolve organizational barriers and help the client achieve results.</span></span></div><div><span style="font-family:Arial, Helvetica, sans-serif;font-size:12px;"><span style="font-family:'Calibri';"> </span></span></div><div> </div>
|
Opening Keynote: Preparing for Marketing Success in a Post COVID-19 World |
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