June 23 - 24, 2025
The Westin Copley Place, Boston, MA
Interactive Thought-Leader Roundtables
Be sure to join these interactive roundtable sessions and take a deep dive into the specific areas you came to discuss. Opportunities to sit and learn from executives like these do not exist elsewhere. Take control of your own event experience.
Topic TBD
- Speaker TBD, BUSINESSNEXT
Topic TBD
- Carla Trombly, SVP of Banking Transformation, DBSI
Topic TBD
- Ryan Karnas, Senior Director, Product Management, Somos
Engaging Small Businesses in a Noisy, Busy, and Post-Covid World
- Heather Capraro, Regional VP, Senior Business Relationship Officer, Franklin Savings Bank
Taking the Stigma Out of Sales via Needs-Based and Relationship-Focused Messaging
- Steve Matejka, Executive VP, Chief Operating Officer, Valley Strong Federal Credit Union
Virtual Branches and Video as a Compliment to the In-Branch Experience
- Mark Hightower, Vice President of Retail, Listerhill Credit Union
The Dos and Don’ts of ITM Roll Out
- David V. Kaiser, SVP, Retail Services, Central One Federal Credit Union
Increasing Employee Retention with Long Term Engagement
- Alexandra Pelletier, SVP - Retail Banking Administration Officer, Bank of New Hampshire
Account opening and onboarding are the gateways to customer relationships and a critical step in acquisition strategies for banks and credit unions. Yet, friction in the process—whether due to outdated technology, complex onboarding, or lack of alignment across channels—can turn potential customers away. This panel will examine how financial institutions can streamline and enhance the account opening experience to attract and retain more customers. Industry leaders will share insights into designing intuitive, seamless account opening processes that cater to both digital-first and branch-reliant customers. Discussions will include
Check out the incredible speaker line-up to see who will be joining Alexandra.
Download The Latest Agenda