Future Branches Boston 2026
June 15 - 17, 2026
Sheraton Boston, MA
I’m a banking leader with 25 years of experience in retail banking and project management. As VP Retail Project Manager, I’m passionate about creating positive change and building exceptional customer experiences. I’m also a Certified Change Management Professional, and I believe engaged teams are the key to success. I love finding innovative solutions that make banking more engaging and enjoyable for both customers and employees, with a focus on transforming our physical branch spaces and elevating customer experience to support a customer-centric culture.
Equipping Teams and Branches to be Human-First, Tech-Assisted Relationship Builders
3:00 PM Track A: Presentation: Branch Choreography – Plotting a Roadmap for Retail Growth
Turning branch strategy into consistent growth requires more than plans on paper, and Heartland Bank & Trust outlines how to make alignment happen across the organization. This discussion explores how disciplined branch choreography connects vision, data, and teams to drive sustained retail growth. Attendees will hear how sales support, operations, project management, and branch leadership are intentionally coordinated so strategy doesn’t stall in silos or get lost in handoffs. Hear about how to:
- Map a clear, step-by-step roadmap for evolving branch strategy from insight to execution
- Connect data, frontline teams, sales support, operations, and project partners around shared priorities
- Translate analytics into practical actions that resonate with branch staff and customers
- Sustain momentum by embedding continuous testing, feedback, and refinement into branch operations.
Check out the incredible speaker line-up to see who will be joining Lisa.
Download The Latest Agenda