Joshua Barclay

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.

• The Mind Reader's Advantage: How AI can Turn Every Interaction into Opportunity
• Joshua Barclay, Growth Marketing Manager, BusinessNext
• Nick Del Francia, Director, Business Development, BusinessNext
• Transforming Branches into Immersive Customer Hubs  
• Carla Trombly, SVP of Banking Transformation, DBSI 
• Fraud Protection at the Branch: Reclaiming Trust in the Phone Call
• Ryan Karnas, Senior Director, Product Management, Somos 
• Evolving the In-Branch Experience: How Interactions are Changing and What it Means to the Future of Banking. 
• Kevin Poirot, Chief Strategy Officer, PWCampbell 
• 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 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