Agenda

Connect. Share. Grow.

  • Breakfast

  • Opening Remarks

  • The Obstacle Is The Way: The Timeless Art of Turning Trials into Triumph

    Drawing its inspiration from stoicism, the ancient Greek philosophy of enduring pain or adversity with perseverance and resilience. Stoics focus on the things they can control, let go of everything else, and turn every new obstacle into an opportunity to get better, stronger, tougher. As Marcus Aurelius put it nearly 2000 years ago: “The impediment to action advances action. What stands in the way becomes the way.” 

    In this session, Ryan Holiday, bestselling author, shows us how some of the most successful people in history—from John D. Rockefeller to Amelia Earhart to Ulysses S. Grant to Steve Jobs—have applied stoicism to overcome difficult or even impossible situations. Their embrace of these principles ultimately mattered more than their natural intelligence, talents, or luck.

  • Finding Your Super Powers

    Super powers are the unique abilities we have used all our lives to excel where others have struggled. The more we use our super powers, the more energized we feel and the better the results we achieve. Conversely, when we are deprived of using our super powers, we feel drained and miserable. But most of us don’t know what our super powers actually are.

    In this session, three-time BankOnPurpose speaker, Mikey Trafton, will share his recipe for identifying your own super powers and organizing your company to maximize the opportunities to use them.

  • B.I.G. Love Cancer Care

  • Networking & Refreshment Break

  • Breakout Session: The 6 Habits of Highly Effective Digital Teams

    New competitive pressures, ever-increasing consumer (and business) expectations, a shrinking role in the lives of their account holders: today, financial institutions of all shapes and sizes find themselves in a pivotal, if not existential, moment. Technology is often heralded as a silver bullet to address these issues, but most FIs have lots of technology and still face these critical challenges. So what does it take for FIs to really get the most out of their technology investments?

    Join Will Furrer, Chief Strategy Officer at Q2, as he shares six key steps that comprise the road to digital excellence, inspired by conversations with Q2’s hundreds of customers.

  • Breakout Session: Winning With SMBs Is About More Than Just Technology

    What does it really take to serve today's small businesses? While digital capabilities are in demand and certainly table stakes, there's more to consider. Recent research into what small businesses say they need from their financial institutions and what they’re not getting today reveals that FIs must strike a balance if they want to satisfy commercial customers. How well do you know the SMB customers you're trying to attract, and what changes does your FI need to make to retain them once you have them? 

  • Lunch

  • Breakout Session: Retail Banking Best Practices

    The playing field in retail banking has been flipped upside down: brands like Ally and Chime are reinventing customer expectations, while income and growth opportunities have evaporated overnight. What does success look like in retail today? What are the best banks and credit unions doing to win? How does digital come into play?

    In this session, industry experts and FI leaders will share winning strategies and ideas that you can put into play at your organization to rethink retail banking.

  • Breakout Session: Commercial Banking Best Practices

    Given the challenges in the commercial banking market, how are the best banks achieving loan growth, deposit growth and risk-adjusted relationship profitability concurrently?

    In this session, industry experts and FI leaders will discuss the specific tactics that go beyond using price as a key lever, which enable bankers to win profitable business and outperform their peers across multiple metrics. They'll also discuss strategies from the bank level to sales leaders to individual relationship managers, delving into the approaches that allow some banks to rise above the pack.

  • Building a Strong Team for the Future

    As the financial services market continues to grapple with a labor shortage and the fallout of The Great Resignation, banks and credit unions are looking at new ways they can not only attract and hire the best employees, but develop and retain the talent they already have. Succession planning; executive development; and diversity, equity, and inclusion initiatives are top priorities, as well as creating digitally focused teams to meet market demand for real-time everything.

    Join this session and hear from a panel of leaders from financial institutions that are finding success by investing in and focusing on the foundation of their organizations: their people.

  • Networking & Refreshment Break

  • Purposeful Banker Awards

    In 2017, we set out to recognize financial institutions and bankers who were making a tremendous impact within their organizations and community. Over the years, incredible bankers have walked across the BankOnPurpose stage to collect their well-earned awards. Join us in congratulating our 2022 Purposeful Banker Award winners.

    Interested in submitting a nomination? Learn more here.

  • Closing Remarks

  • Dinner & Party at Q2 Stadium

    Join us at Q2 Stadium home of Major League Soccer’s Austin Football Club, to celebrate the return of BankOnPurpose! We’ll be hosting an evening full of Texas favorites, including Tex-Mex fare, signature cocktails and live entertainment featuring Best of ATX winner, Cowboy Diplomacy. Plus, all attendees will receive a custom fit cowboy hat so you can look and feel like an honorary Texan! Shuttles to Q2 Stadium start at 5:45PM.