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Topics for the May 2008 sessions were:
Optional Session:
Topics for the October 2007 sessions were:
- New Leadership Tools for Bank CEOs - Cass Bettinger, Cass Bettinger & Associates and David Wiseman, Predictive Index Utah
- What High Performers Do Differently - Bob Walters, The Bank Advisory Group
- Things You Must Know About Investments - Rich Berg and Phil Nussbaum, Performance Trust
- Top Legal Issues for Community Banks, John Freechack, Barack Ferrazzano
Optional Sessions:
- Elements of an Effective Framework for Credit Risk Management - Scott Bidwell and Robert Cunningham, InMatrix
- Driving a High Performance Bank in 10 Minutes a Day - Chris Bledsoe, Bankers Dashboard
- Managing Your Bank More Profitably - Bill Armistead, MSI
Topics for the May 2007 sessions were:
- Profit Improvement Survey Results - Bob Walters, The Bank Advisory Group
- Managing the Perceptions of Key Audiences - Cass Bettinger, Cass Bettinger & Associates
- Operations Improvement - Dave Harrop, RSM McGladrey, Inc.
- Current Credit Issues and Challenges - Merrill Reynolds, Bankers Edge
Optional Session:
- Community Bank M&A and Ownership Issues - Bob Walters, The Bank Advisory Group
Topics for the October 2006 sessions were:
- One Good Idea: Technology Survey - Bob Walters, The Bank Advisory Group
- Balance Sheet Issues, Trends and Strategies for the Current Environment - George Darling & Matt Pieniazek, Darling Consulting Group
- The Changing Role of the CEO (part 2) - Cass Bettinger, Cass Bettinger & Associates
- High Performance = Working on the Right Things - Steve Cotton & Kevin Tweddle, BancIntelligence
Optional sessions:
- Customer Retention and Referral Processes - John Kassing, Marquis
- Stop Selling, Enjoy Faster Growth (Increasing Officer Cold Calls) - Rick Wemmers
Topics for the May 2006 sessions were:
- Reinventing the Bank and the Changing Role of the CEO - Cass Bettinger, Cass Bettinger & Associates.
- Profit Improvement Survey Results - Bob Walters, The Bank Advisory Group
- Communicating Effectively, Even to the ”Hard of Hearing” - Dr. Deborah Bright, Bright Enterprises, Inc.
- Negotiating Is Not A Competitive Sport - The Negotiation Skills Company
Optional Sessions:
- Item Capture and Imaging - Steve Jara, Jara Diversified Services
- Personal Wealth Management for Executives - Chad Tramp & David Klintworth, RSM McGladrey Wealth Management
- Insider Security Threats - Jim Hereford & David Koto, NextSentry Corporation
Topics for the October 2005 sessions were:
- One Good Idea on Interest Rate Management - Bob Walters, The Bank Advisory Group
- Transaction Frauds - Gregg Bennett, Pivotal Financial Resources
- EQ, Not IQ (The Key to Leadership Effectiveness) - Kent Stickler, Stickler Learning
- Applying the Lessons from “Good to Great” (part 2) - Cass Bettinger, Cass Bettinger & Associates
Optional Sessions:
- Demystifying & Optimizing Wealth Management - Tom Kane, UVest
- Loan Pricing - Mitchell Epstein, US Banking Alliance
- The CMCD Program - Bob Colvin
Topics for the May 2005 sessions were:
- Applying the Lessons from "Good to Great" - Cass Bettinger, Cass Bettinger & Associates.
- Profit Improvement Survey Results - Bob Walters, The Bank Advisory Group
- Compensation: A Vehicle to Attract and Retain the Right People - Diane Uyematsu, RSM McGladrey, Inc.
- Marketing by Objectives - Margaret Reynolds, Reynolds Consulting
Optional Sessions:
- Relationships Build Revenue - Julie Hamrick, Ignite Sales
- Check 21 Update - Robin Kan and John Sosbee, Federal Reserve Bank of San Francisco
Topics for the October 2004 sessions were:
- Team Building and Management Succession - Dr. Cheryl Leitschuh, RSM McGladrey, Inc.
- Scoring Misperceptions in the Small Business Banking Market - Joel Pruis and Jeff Tintle, Baker Hill
- Delivery Systems of the Future - Cass Bettinger, Cass Bettinger & Associates, and Gerald Verdi, Verdi & Company
- Consultant and Vendor Outsourcing Survey - Bob Walters, The Bank Advisory Group
Optional Sessions:
- Customer Relationship Management - Bill Armistead, Marketing Solutions, Inc.
- Profitability Information Systems - Lynn Evans, Stratika, Inc.
- Health Savings Accounts: A Possible Opportunity? - Bing Ticse, Independent Consultant
Topics for the May 2004 sessions were:
- Key Strategic Issues for 2004 and Beyond, Part 2 - Cass Bettinger, Cass Bettinger & Associates
- Results of the Annual Profit Improvement Survey - Bob Walters, The Bank Advisory Group
- Managing Credit Risks in Difficult Times - Merrill Reynolds, The Bankers Edge
- Advertising Effectiveness - Haden Edwards, Tracey/Edwards
Optional Sessions:
- The Competitive Edge for Community Banks - Lynn Giuliani, Progressions, Inc.
- Are You Willing to do the Work to Double Your DDAs? - George Monnier & Brian Beach, ACTON Financial Services Group
Topics for the October 2003 sessions were:
- Balance Sheet Management: Issue and Strategies - George Darling & Matt Pieniazek, Darling Consulting Group
- Investment Management Issues Appropriate for Today's Economy - Nick Betzold, Betzold Companies
- One Good Idea - Bob Walters, The Bank Advisory Group
- Key Strategic Issues for 2004 and Beyond - Cass Bettinger, F.N.B. Corporation
Optional Sessions:
- IT and Internet Security Issues for CEOs - Hussain Hasan, RSM McGladrey, Inc.
- Perspectives on the Future of Community Banking - Gene Ludwig, Promontory Interfinancial, Inc.
Topics for the May 2003 sessions were:
- Using Competitive Intelligence to Create Competitive Advantage - Ken Johnson
- A Big Challenge: Building a Sales Driven Bank - Kent Stickler, Stickler Learning
- Best Practices in Capturing and Building Loyal, Profitable, Customer Relationships - Cass Bettinger, F.N.B. Corporation
- Bank Profit Improvement Survey Results - Bob Walters, The Bank Advisory Group
Optional Sessions:
- Regulatory Compliance for the CEO - Matt Schriner & David Bequeaith, RSM McGladrey, Inc.
- Deposit Insurance Opportunities - Gene Ludwig and Allen Blinder, Promontory Interfinancial, Inc.
Topics for the October 2002 sessions were:
- Building Brand Equity Through Strategic Awareness, Perceived Quality and Singular Distinction - Kevin Tracey, Tracey/Edwards
- A Loan and Deposit Pricing Process for Profitable Growth - Mitchell Epstein, USBA
- Building Effective Work Teams, Part II - Cass Bettinger, FNB Corporation, and Dave Wiseman, PI Management Resources
- Boards and Audit Committees After Enron - Dan Trigg and Jim Koltveit, RSM McGladrey, Inc.
Optional Sessions:
- Leveraging the Bank as a Business Tool, Chris Hamilton and Randy Bray
- The Current M&A Environment, Bob Walters and Stephen Skaggs, The Bank Advisory Group, Inc.
Topics for the May 2002 sessions were:
- Building Effective Work Teams - Cass Bettinger and Dave Wiseman
- Non-Interest Income and Expense Survey - Bob Walters
- Improving Profitability of Retail Customers - Gary Raddon and Mark Riddle, Raddon Financial Group
- Effective Customer Relationship Management - Phil Hudson, Aspen Consulting Group, Inc.
Optional Sessions:
- Detail Analysis of Non-Interest Income and Expense Survey and Related Opportunities - Bob Walters
- Economics of Bank-Owned Life Insurance, Rich Bratten, Clarke/Bardes Consulting
Topics for the October 2001 sessions were:
- Managing Investment Services - Dan Arnold, UVest
- Trends, Issues & Practices in Delivering Community Bank Services - Jerry Verdi, Verdi & Associates
- One Good Idea - Managing Net Interest Spread - Bob Walters
- Strategic Planning: Key Issues for 2002 - Cass Bettinger
Optional Sessions:
- Measuring Customer Service Levels - Rex Coble, RSM McGladrey, Inc.
- Getting Results Now: A Case Study Analyzing Bank Performance - Steve Cotton, BancIntelligence.com
Topics for the May 2001 sessions were:
- Measuring and Managing Service Quality and Customer Loyalty - Cass Bettinger
- How to Retain Your High Net Worth Customers - David Koto
- Bank Performance Analysis and Profit Improvement Overview - Bob Walters
- One Good Idea - Sources of Non-Interest Income - Karen Harmon and Jim Koltveit
Optional Sessions:
- The Missing Link - Jerff Pawlow / Carol White
- The Information Sink Hole - Scott Doughty & Charles Myers
Topics covered and facilitators at the May 2000 Bank CEO Network meetings were:
- Making Advertising Strategic: Getting the Most From Your Advertising Dollar - Cass Bettinger, Cass Bettinger & Associates
- Bank Performance Analysis and Profit Improvement Overview - Bob Walters, The Bank Advisory Group
- Business Risks & Controls - Don Espersen, Independent Consultant, & Dan Shumovich, RSM McGladrey, Inc.
- The 10 Top Ingredients in a Successful Sales Culture - Lynn Giuliani, Progressions, Inc.
Optional sessions May 2000:
- Future Impact of Technology on Banking, Roger Peters, RSM McGladrey, Inc.
- Key Ingredients for Establishing a Successful Leasing Program in Your Bank, Don McIntyre, Banc Leasing.com
- Opportunities & Pitfalls of Subprime Mortgage Lending, Nikki Allen, Alliance One Mortgage
Topics for the October 2000 sessions were:
- Current Issues and Trends in Balance Sheet Management - George Darling/Matt Pieniazek
- Customer Relationship Management - Peter Djokovich
- One Good Idea: Technology - Bob Walters/Roger Peters
- Strategic Advertising II: Maximizing The Value of NonPrint Advertising Media - Cass Bettinger
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