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Track: Access

Tuesday, October 29, 2013

2:00 p.m. - 2:45 p.m.
Small Business is Big Business for US Bank In-Store Branches
Lori Dizes, Senior Vice President, North Region In-Stores, US BANK
Carl Jordan, Senior Vice President, Southern California In-Stores, US BANK
Dave Martin, EVP, Chief Development Officer, FINANCIAL SUPERMARKETS, INC.

In an increasingly on-line world, in-store and "alternative branches" give banks a chance to differentiate themselves with personal interaction and face-to face marketing.  In-store branches are becoming the human interfaces of an on-line industry. US Bank has built the largest in-store branch channel in the world and continues to show the industry that these “small” branches can produce big results.  Over the last three years, US Bank has placed increased focus and resources into growing its…

2:45 p.m. - 3:15 p.m.
Innovating for Business: Corporate Prepaid Cards
Toffer Grant, CEO / Founder, PEX CARD
Stasia Lake, SVP + Sales Team Leader, Global Treasury Management, SQUARE 1 BANK
Luke Pritchett, Corporate Prepaid Group, VISA

Until recently, the prepaid card industry has focused primarily on meeting the needs of individual consumers while ignoring the opportunity to provide new solutions for small and mid-sized businesses. Join Toffer Grant, Founder and CEO of PEX Card, the first turnkey commercial prepaid expense card program, and Luke Pritchett, Sr. Account Executive for Visa Prepaid Partnership Development, for a panel discussion focused on how prepaid cards are redefining corporate expense management. Learn how prepaid cards…

3:15 p.m. - 3:45 p.m.
Channel Optimization: New Research on Acquisition and Service
Stu Richards, CEO, BREDIN
Mark Denney, Vice President of Product Development, THE UPS STORE

This session will cover new and original research on the channels to use to engage and serve small businesses. Using data from a nationwide survey of 300 small business owners, Richards will discuss how you can optimize communications to attract, and tools to serve, today's diverse small businesses.   The presentation will focus both on marketing approaches to attract and engage with different types of small businesses, as well as the ways they prefer to be…

4:15 p.m. - 5:00 p.m.
First, Get Their Attention: Engaging Small Business Owners
Glen Senior, Global CEO, THE SMALL BUSINESS COMPANY
Astrud Burgess, Head of Business Banking Marketing and Marketing Planning, ANZ

Banks, globally, seek strategies to engage business owners. Awake! Content is king – a powerful draw to attract and hold their attention. Since our small business customers care about themselves rather than us, our banks, or our products, content marketing means ‘creating interesting content about which business owners are passionate so they pay attention to us,’  then attracting them to engage us to address  their financial needs. In this session: bank and subject expert perspectives…

5:00 p.m. - 5:45 p.m.
Innovators Panel Discussion
Adam Cohen, Chairman and CEO, QUARTERSPOT
Michael Carter, CEO, BIZEQUITY
David Pollack, Director, US Strategic Partnerships, XERO

Hear from two leading innovators on how to win in Small Business. Michael Carter, CEO of BizEquity will present: The Democratization of Data "FOR" Small Businesses and "FROM" their Financial services firms have begun". His discussion will revolve around how banks can leverage new online tools and applications to drive "in store" or "in branch" conversations and engagement, as well as how small businesses can truly determine what their businesses are worth. Adam Cohen, Chairman and CEO of QuarterSpot will present on how to help banks retain their customers and drive top-line growth