Innovating the Retail Experience Forum
​​April 24, 2018 | August 21, 2018 | October 23, 2018

Registration for three sessions is $937.50 for CBAO members.

Program Description:  We will spend the day addressing numerous topics facing retail executives at community banks throughout the US.  We will focus on the client experience for both Consumer as well as the Small Business customer segments. This will provide an opportunity for us to share best practices from institutions within the state as well as ideas being implemented around the country.

How the Forums Work:

• Groups of retail professionals will be based on bank sizes and limited competitive overlap
• Group size will be no more than 15 participants, with limited ability to send substitute participants without CBAO staff or facilitator approval
• Participants will drive the topics and agenda, based on surveys prior to each meeting
• Each meeting will allow time for emerging issues and open discussion
• The facilitator will have substantial retail and management experience, as well as information and updates to provide to participants
• In between quarterly meetings, members can exchange ideas and network

Example Forums Topics:

• Branch Transformation – Both branch expansion as well as branch closure opportunities, assessing existing branches for current performance as well as the future opportunity
• Concepts in new branch designs – traditional vs. neighborhood, traditional teller vs teller pods, remote drive in, teller cash recyclers, i-pads and wifi, etc..
• Branch staffing models – Universal Banker model, self-service model, traditional model – to include payroll and incentive program alternatives
• Marketing tactics for Community Banks – everything from event marketing to utilizing analytical tools – prioritizing each markets financial opportunity
• Creating Differentiation – Through automation, service quality, community involvement, etc.
• Consumer and Small Business segmentation opportunities
• Utilizing social media effectively to promote your brand and values​

Registration Options:
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone , (614) 610-1877.