Agenda

Connect. Share. Grow.

  • 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.

  • Clockspeed: The Evolution of Banking

    The banking industry is changing…and fast. Over the years, we've seen other industries face the same kind of change, some navigating successfully, and others spending exorbiant amounts of money to no avail.

    Join Carl Ryden, Executive Fellow at Q2, as he shared the different clockspeeds of various industried, how fast they move, and the benefits of each. You'll walk away with a deeper understanding of where the banking industry is headed – from customers' expectations to the software that's driving it all – and how to develop the skills within your organization to operate at high clockspeed.

  • 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 Podcast

    Join us for a live recording of the Purposeful Banker – the podcast brought to you by Q2 , where we discuss the big topics on the minds of today's best bankers.

  • Closing Remarks

  • Dinner & Party