AGENDA 2017

Strategic Information Resources’ Consumer Lending Summit is pleased to present a compelling and inspirational day of events on Friday, March 10, 2017, at the Gurney Newport (formerly the Hyatt Regency) hotel on Goat Island in Newport, R.I.

 Hyatt 5

SIR’S CONSUMER LENDING SUMMIT

Agenda Subject To Change

8-8:30 a.m.
REGISTRATION & NETWORKING
Continental Breakfast
Coffee & Tea

Maureen Devine Head Shot 18:30-8:40 a.m.
WELCOME AND OPENING REMARKS
Maureen A. Devine, Conference Chair
President
Strategic Information Resources
Join us as we open the Second Annual Consumer Lending Summit.

 

8:40-9:20 a.m.
CONSUMER LENDING: OUTLOOKS AND OBSTACLES IN 2017 AND BEYOND
opening-panel-2017
The election is over, we have a new President, now what? Join our panel of industry executives for a lively discussion on where the challenges are.  What opportunities are in store for lenders in the next 18 months or so.  What sectors are ripe?  Will the “Fintech” industry replace banks?  What can Community Bankers do about it and how can we deliver services to the consumer?  We’ve put together a panel of local lenders who will share their viewpoints, opinions and ideas. Panelists include Jonathan Plummer, Senior Vice President of Consumer Banking at Bangor Savings Bank; John Battaglia , Senior Vice President, The Cooperative Bank; and James Wilson, Senior Vice President, Farmington Bank.

Concurrent Sessions
9:30 a.m. – 10:15 a.m.
FINDING THE CUSTOMER BASE: OPPORTUNITIES AND CHALLENGES IN CONSUMER LENDING
sir-2016-marketing-panelCritical to any consumer lending push is reaching and attracting the right customer base. We’ve gathered leaders of the region’s top advertising agencies specializing in financial marketing for a no-holds-barred discussion on campaigns that have worked, ones that have flopped, and what they see as top opportunities to bring in new business on the consumer loan side. Go beyond the mortgage with advice from New England’s top bank and credit union marketing consultants. Our panel features Worcester-based Davis Advertising President Andy Davis; Dan Duval, president of Amesbury, Mass.-based McDougall + Duval; and Tom Marks, CEO of Newtown, CT-based Leverage Marketing.

CASE STUDY: DOMINATING IN STUDENT LENDING
drb-logogary-lieberman-image-final-croppedFor many community banks and credit unions, student lending is a secondary product line. But it doesn’t take a large national bank to become a dominant national presence in student loans. We’ll hear from the leadership of Connecticut’s Darien-Rowayton Bank, who created a specialized student lending platform and have pushed its student lending subsidiary to the top of the national rankings. Hear from DRB Chairman Gary Lieberman how, taking an innovative approach, this three-branch bank with just $700 million in assets has put itself front and center on the national stage as it celebrates just its 10th anniversary.

10:15 a.m. – 10:30 a.m.
BREAK WITH EXHIBITORS

CONCURRENT SESSIONS
10:30 a.m. – 11:15 a.m.
HEADING INTO HELOCS
heloc-panel-2017
With an improving economy and a stronger housing market in New England, lenders are seeing increased demand and improving profitability in expanding home equity lines of credit. We’ve gathered leaders from several community lending institutions to outline best practices and new approaches to building up your profitable HELOC portfolio. Our panelists include Mary Reynolds, Vice President of Consumer Lending at United Bank; Jeff Smith, Vice President and Chief Lending Officer from Freedom Credit Union; and Jeffrey M. Geddes, Senior Vice President at Torrington Savings Bank.

MAKING YOUR BRANCHES STILL MATTER
mike_goman
“It’s complicated” is the best way to describe retail banks’ views of their physical branches. The confusion is a direct result of shifting consumer behavior. But in a Gallup study of respondents who had opened an account in the last six months, 80 percent chose to open their account in a branch, with merely 8 percent opening online. While online banking has been convenient for many consumers, for others, giving up the humanistic aspect of their banking relationship isn’t something they’ll be embracing any time soon. Join us for a data-driven session looking at the analytics of branch location and design, and how you can bank on Big Data to get your branches to drive more consumer lending your way. Presented by Michael Goman, president of Accubranch.

Register_now_btn

 

 

 

11:15 a.m. – Noon
ECONOMIC OUTLOOK
THE NEXT TURN OF THE ECONOMY
PIEZGA
Highlight the day with an insightful look at what’s developing across the business landscape. Lindsey Piegza is Chief Economist for Stifel, Nicolaus & Co., parent company of Stern Agee. A frequent commentator on television and in print, she focuses on economic trends and activities, the world economies, financial markets and fiscal policies. Ms. Piegza has been published in journals such as Harvard Business Review and textbooks published by the Kellogg Graduate School of Management. She is a graduate of Northwestern University, a Ph.D. candidate at City University of New York and is based in Stifel, Nicolaus & Co.’s Chicago office.

Noon – 12:45 p.m.
LUNCHEON
Join us for an elegant luncheon, and an opportunity for networking and business-building with our exhibitors and sponsors.

12:45 p.m. – 1:30 p.m.
LUNCHEON KEYNOTE
Joe Andruzzi
Three-Time New England Patriots Superbowl Champion
FINDING YOUR WINNING STRIDE
joe-andruzzi
From a slow career start to three Super Bowl rings; From a brutal cancer diagnosis to a survivor committed to helping others — the Joe Andruzzi story is a remarkable tale of overcoming the odds. Andruzzi played college football at Southern Connecticut State University in New Haven, Connecticut, where he majored in special education. He played every position on the offensive line and started all four years. Andruzzi was a Division II All-American his junior and senior years as well as an offensive team captain during his senior season. Andruzzi played high school football at Tottenville High School in his hometown of Staten Island, New York City, New York. He was a classmate of Major League baseball All Star starting pitcher Jason Marquis and a teammate of Adewale Ogunleye, defensive end for the Miami Dolphins and then the Chicago Bears.

In 1997, Andruzzi was picked up as an undrafted rookie free agent by the Green Bay Packers. He was allocated by the Packers in February 1998 to play football in Scotland for NFL Europe. Andruzzi was released from the Packers after three seasons. He was then signed by the New England Patriots in 2000, where he played five seasons and earned three Super Bowl rings. In recognition of his contributions, Andruzzi received the Ed Block Courage Award in 2002 and the first Ron Burton Community Service Award in 2003. Andruzzi became a free agent in February 2005 and was signed by the Cleveland Browns. He played with them for two seasons.

In 2001, Andruzzi and his wife, Jen, were introduced to C.J. Buckley, who had an inoperable brain tumor. The families became very close and, therefore, it was devastating when C.J. died late in 2002. Always driven to help others in need, the couple launched the C.J. Buckley Brain Cancer Research Fund at Children’s Hospital.

On May 30, 2007, Andruzzi was diagnosed with non-Hodgkin’s Burkitt’s lymphoma, predicted to double in size in just 24 hours. The family relocated back to New England where Andruzzi had an aggressive form of chemotherapy treatment over three months at Dana-Farber Cancer Institute and Brigham and Women’s Hospital. Andruzzi’s last treatment was on August 6, 2007 after which he spent the following year at home in recovery.

After completing treatment, the Andruzzi family founded the Joe Andruzzi Foundation in 2008. They are committed to tackling cancer’s impact by providing financial assistance for patients and their families as well as funding pediatric brain cancer research.

Register_now_btn

 

 

 

CONCURRENT SESSIONS
1:45-2:30 p.m.
auto-lending-panel-1GETTING FAST AND FURIOUS WITH AUTO LENDING
Make the most of one of consumer lending’s hottest segments. Join session moderator Timothy Rourke, president of BCI Financial, and a panel of local auto lending executives — including Michael Ferraro, VP Consumer Lending and Collections, American Eagle Financial Credit Union — for this discussion on how to put the pedal to the metal on your auto loan initiatives, while keeping the brakes on for safety.

CASE STUDY: HOW TO DOUBLE YOUR CREDIT CARD PORTFOLIO
Learn how Herndon, VA-based Realtors Federal Credit Union expanded beyond basic deposit products and increased credit card applications by over 200%. One of the most valuable resources that any financial institution has is its existing customer base. The opportunity to expand product offerings is ever present. This session will explain how more advanced digital campaigns can deliver increases in credit card applications, accounts, card use, and interchange income.

james-pondExample of tactics, data, creative, and results will be shown in the presentation. Covered topics include:

  • Using data to identify prime credit card prospects
  • Social and digital retargeting
  • How seasonal shopping patters can be leveraged to drive interchange income
  • Applying website data to develop new products for existing customers
  • Technology Use/Needs
  • Connecting with your audience creatively.
  • Key Takeaways
  • Where to find key data points and how they can influence decisions.

Does your FI have the technology in place to market itself properly? What you can do today to drive higher credit card applications and use. Presented by James Pond, partner at marketing services company James & Matthew, with offices in Boston, Chicago and Orlando.

2:35- 3:15 p.m.
Closing Keynote Presentation
THE VIEW FROM (THE NEW) WASHINGTON
daniella-casseres-glasses-croppedJoin us for this compelling presentation, from Daniella Casseres, one of the banking industry’s leading champions . You’ll hear what’s driving regulators and lawmakers in the new administration, how financial institutions are likely to fare in the wake of the elections, and what’s being done to safeguard the future of consumer lending innovation, profitability and convenience.

Daniella Casseres is a Principal in the Financial Institutions Regulatory practice group of the law firm, Offit Kurman. Her legal practice focuses on laws and regulations governing financial institutions, consumer finance companies, national banks and mortgage lenders.  She regularly advises clients on state and federal compliance laws and regulations, represents clients in investigations and enforcement matters, and assists in related litigation matters. Prior to joining Offit Kurman, Ms. Casseres regulated large and complex banking institutions for the Federal Reserve Bank of Chicago.

3:15- 3:20 p.m.
CONFERENCE WRAP-UP
Thank you to all of our attendees, speakers and sponsors.

Register_now_btn