Branches in the Digital Age: How to Reset Your Branch Network

May 08, 2018 11:00am -
May 08, 2018 01:00pm
As we transition to a new online membership platform, CBAO will not be processing online orders from September 21-30. Please call our office at (614) 846.8124 to register for a webinar or an event. Thank you!

A list of upcoming events is presented below:

Event Description

A strategic roadmap with tactical steps to attract millennials while reducing costs, improving profitability, and monetizing 5-20% of the value of your bank's fixed assets.

What You Will Learn:

  • Trends shaping branches
  • Keeping the customer experience meaningful and interactive, and finding inspiration from retailers and other banks.
  • Approaching branch design with fresh eyes. Explore examples of small footprint technology-enabled branches.
  • Opportunities to improve profitability and find "Hidden Capital"
  • Increased profitability through site development optimization, co-branding, branch right-sizing, closure, and relocation process.
  • Hidden Capital deal types. What’s best for you?
  • Creating branch cost savings
  • Top 10 mistakes that banks make when building / redesigning branches.
  • Why banks overpay between 10-20% on average for real estate and what you can do about it.
  • Effectively executing your project: How big of a branch should you build?
  • Designing to a budget NOT budgeting to a design.
  • Discuss concept phases to define the customer experience, design development to and refine material and your budget, permits and construction.

Who Should Attend?

Heads of Retail and Bank Management who are looking to successfully develop and implement a strategic retail delivery plan based on today’s emerging trends using informed data and market knowledge; Heads of Operations tasked with redesigning branches for millennials while stretching limited resources; Facilities Managers who need to manage expenses and maximize fixed asset investments


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


Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on Feb 28, 2018.
Regular registration starts on Mar 01, 2018 and ends on May 08, 2018.
Late registration starts on May 09, 2018.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00
 On Demand Link & "FREE" CD Rom
Member Fee: $345.00$345.00$345.00
Non-Member Fee: $490.00$490.00$490.00
 Both Live & On Demand Link (Includes CD Rom)
Member Fee: $395.00$395.00$420.00
Non-Member Fee: $600.00$600.00$625.00