Conference Agenda

Sunday, November 14, 2010

2:00 PM - 3:30 PM
Optional Pre-Conference Workshop: Understanding The Changing Mindset Of Your Business Customers
Dennis J. Jacobe, Ph.D., Chief Economist, Public Opinion Research Director, Financial Services Industry Consultant, GALLUP
3:30 PM - 4:15 PM
Keynote Address: Retooling To Serve Small Businesses Through Banking Centers
Michael Aust, Executive Vice President and National Retail Banking Director, COMERICA
4:15 PM - 5:00 PM
Keynote Address: BB&T – The Perfect Client Experience
Rip Howard, Executive Vice President and Community Banking Retail Group Executive, BB&T
5:00 PM - 6:00 PM
Opening Night Reception in Exhibit Hall

Monday, November 15, 2010

Click on any of the track details below to view a detailed explanation
Financing Small Business Banker Managed Relationships Branch-Based Customers
7:30 AM - 8:15 AM
Registration & Continental Breakfast
7:30 AM - 8:15 AM
Breakfast Briefing: Winning the Small Business: Trends and Opportunities
Vicki O'Connor, VP, Product Management, FISERV BUSINESS SERVICES

Presented by:

8:15 AM - 8:30 AM
Chairman’s Opening Remarks
Nick Miller, President, CLARITY ADVANTAGE CORPORATION
8:30 AM - 9:15 AM
Keynote Address: Meeting the Needs of Small Businesses in 2010
Raj Seshadri, Head of Small Business Banking, CITIGROUP
9:15 AM - 10:00 AM
Keynote Address: Change is a Necessity in Any Environment
Cathy Reines, President and Chief Executive Officer, FIRST HERITAGE BANK
10:00 AM - 10:30 AM
Networking and Refreshment Break in Exhibit Hall
10:30 AM - 11:15 AM
NEW RESEARCH: How To Accelerate Small Business Sales Traction
Moderator: Les Dinkin, Partner and Business Banking Practice Leader, NOVANTAS, LLC
Bob Kottler, Senior Vice President, Small Business Banking, CAPITAL ONE BANK
11:15 AM - 12:00 PM
Building High Quality Business Banking Relationships In A Troubled Market
John Asbury, Senior Executive Vice President, Business Services Group, REGIONS BANK
Christopher B McDonnell, Vice President, GREENWICH ASSOCIATES
Donald M Raftery, Managing Director, GREENWICH ASSOCIATES
12:00 PM - 1:30 PM
Luncheon for all Participants
12:00 PM - 1:30 PM
Industry innovation Session: Adapting to Meet the Needs of the New Small Business Customer
Patti Newcomer-Simmons, Vice President of Marketing, INTUIT

Sponsored by:

12:00 PM - 1:30 PM
Industry Innovation Session: From Commodity to Differentiator: Transforming Your Small Business Banking Online Channel
David Singh, Vice President of Strategic Accounts, BACKBASE

Sponsored by:

12:00 PM - 1:30 PM
Industry innovation Session: Next Generation Loan Origination for Business Banking

Sponsored by:

1:30 PM - 2:15 PM
Track: Financing Small Business View Track Strategies to Grow the Portfolio as the Downturn Abates
Mark Edwards, Senior Loan Administrator, BB&T
John O’Connor, Partner, PRAXIS ADVISORS
1:30 PM - 2:15 PM
Track: Banker Managed Relationships View Track Defining Field Sales Force Structure
Tom Doherty, Senior Vice President, FIRST CHICAGO BANK & TRUST
Additional Speaker to be Announced
1:30 PM - 2:15 PM
Track: Branch-Based Customers View Track Defining The Branch-Segment Value Proposition And Branch Experience
2:15 PM - 3:00 PM
Track: Financing Small Business View Track How to Effectively Leverage SBA and Other Government Guaranty Programs
Greg Clarkson, Executive Vice President & SBA Division Manager, BBVA Compass, CHAIRMAN, NATIONAL ASSOCIATION GOVERNMENT GUARANTEED LENDERS
2:15 PM - 3:00 PM
Track: Banker Managed Relationships View Track Defining the “Banker” Value Proposition and Client Experience
Brian Mauntel, Head of Business Banking, FIFTH THIRD BANK
Frank Aloi, President and CEO, ATH POWER CONSULTING
2:15 PM - 3:00 PM
Track: Branch-Based Customers View Track Sales Segmentation And Targeting For Improved Productivity
3:00 PM - 3:30 PM
Afternoon Networking and Refreshment Break
3:30 PM - 4:15 PM
Track: Financing Small Business View Track Using Data and Analytics to Improve Sales and Portfolio Performance
George Buchanan, Senior Vice President, Chief Credit Officer & Small Business Support Services, US BANK
3:30 PM - 4:15 PM
Track: Banker Managed Relationships View Track Sales Coaching to Improve Consistency and Performance
Marco Fortier, Vice President, TD BANK
Stephen Gregory, Founder, ISAIX
3:30 PM - 4:15 PM
Track: Branch-Based Customers View Track Making It Work Across The Branch Network
Lynetta Tipton Steed, Executive Vice President, Business and Community Banking, REGIONS BANK
Marshall St. Clair, SVP, Retail Marketing & Product Management, WEBSTER BANK
4:15 PM - 5:00 PM
Track: Financing Small Business View Track Effective Loss Mitigation Efforts and Techniques to Reduce Risk
Mary Kay Schneider, Executive Vice President, Credit Executive, Central Credit, THE PNC FINANCIAL SERVICES GROUP
Stephen Damore, Senior Vice President, Special Assets, CAPITAL ONE BANK
4:15 PM - 5:00 PM
Track: Banker Managed Relationships View Track Engaging and Retaining Top Talent
Tishia Damschroder, Retail Performance and Strategy Manager, PNC University, PNC BANK
Lynn Carroll, Business Banking Training Manager, PNC
4:15 PM - 5:00 PM
Track: Branch-Based Customers View Track Online and Mobile for Small Business
Richard Weeks, Senior Vice President, Internet Services Group, WELLS FARGO & COMPANY
5:00 PM - 6:15 PM
Conference Concludes for the Day Followed by a Networking Reception

Sponsored by:

Tuesday, November 16, 2010

7:45 AM - 8:15 AM
Continental Breakfast
8:15 AM - 8:30 AM
Recap of Day One
8:30 AM - 9:15 AM
Keynote Address: Linking Strategy and Execution in Business Banking with Intention
Bill Holt, Executive Vice President, Business Banking, SUNTRUST BANKS, INC.
9:15 AM - 10:00 AM
Driving The Business Banking Brand
Trish Dorsey, Senior Vice President, TNS
Bob Neuhaus, EVP - East Region/Global Sector Head - Finance Sector, TNS
Darcy Steber, Senior Vice President And Marketing Group Manager For Business Banking And Commercial Banking, PNC BANK
10:00 AM - 10:30 AM
Networking and Refreshment Break
10:30 AM - 11:15 AM
Small Business Banking Satisfaction: Where Research Meets Reality
J. Michael Beird, Director of Banking Services Practice, J.D. POWER AND ASSOCIATES
Brett Mansfield, Senior Vice President, Business Sales Manager, UNION BANK
11:15 AM - 12:00 PM
Using Social Media and Online Community Building to Grow Small Business Market Share
Moderator: Campbell Edlund, President, EMI STRATEGIC MARKETING
Chris Swanson, Vice President, Small Business Internet Strategy, US BANK
12:00 PM -
Conference Concludes