June 23 - 24, 2025
The Westin Copley Place, Boston, MA
As your most expensive channel, and often the one cited as the most relationship-focused, banks must invest in their workforce and equip employees with the skills needed to deliver value. This session will delve into the changing roles of traditional banking positions, the emergence of new roles driven by technology, and the essential skills required to thrive in the future of banking. Panelists will discuss the importance of upskilling and reskilling employees, fostering a culture of continuous learning, and leveraging advanced technologies to enhance productivity and customer experiences. Get insight into:
Mergers and acquisitions (M&As) are often game-changing opportunities for growth, but they also bring significant challenges—especially when it comes to unifying organizational cultures. Aligning values, workflows, and employee experiences across merged entities is critical to ensuring long-term success. This panel will explore how banks and credit unions can create a cohesive and consistent culture post-M&A, keeping employees engaged, and messaging a consistent and cohesive brand to members old and new. From addressing differences in leadership styles to blending operational policies and maintaining employee morale, this session will provide actionable strategies for fostering alignment without sacrificing identity. Attendees will hear leaders’ best practices for:
Check out the incredible speaker line-up to see who will be joining Allison.
Download The Latest Agenda