Session Tracks
Branch
Corporate and Marketing

Haberfeld Symposium

Email Address:  
Password:
Re-Enter Password:
You will use this email address and password to log back into the system after the first registration to make any updates.
Attendee Information
Financial Institution:
First Name:
Last Name:
Title:
Address:
City State Zip:
Phone: Extension:

Is this your first Haberfeld symposium?  

If not, how many Haberfeld symposiums have you attended?  
Did you win your trip to the Haberfeld symposium because of a contest your Financial Institution held?  

I will be attending the following at this year’s symposium (select all that apply):
  





Session Information

Please select the sessions and meals you would like to attend. Once you have completed your on-line registration, the username and password you selected will be emailed to you. This will allow you to go in and edit the sessions you would like to attend. You will be allowed to make edits to your registration up to 04/21/2017.

Tracks have been designed to provide guidance in selecting breakout sessions. Job responsibilities vary greatly from Financial Institution to Financial Institution, so the job title may not be the only factor in selecting sessions. We are here to help. Please do not hesitate to contact your Account Executive or Consultant for advice.

Tuesday, May 09
06:00 - 08:00 PMReception  
Will anyone who is not registered to attend from your Financial Institution be attending with you? If so, how many?
Name Of Guests
Wednesday, May 10
08:00 - 08:45 AMBreakfast  
08:45 - 10:15 AMState of the Union  
10:15 - 10:45 AMNetworking and Refreshment Break
10:45 - 12:15 PMConcurrent Sessions (Select One)
Branch Excellence
During Branch Excellence, you will have the opportunity to share your success stories, hear from your peers, and take back some amazing ideas to your financial institution. We will discuss engagement and motivation in the work place, Tell-A-Friend, and providing referral worthy service. We will also share ways to close the gap between products offered and making people’s lives better. Come with your success stories and leave with ideas that will lead to even more!
FULL
Leading is NOT Managing
Managing is about getting things done—tasks, goals, objectives. Leading is much more—setting a vision, serving your team, helping others grow. "Manager" is a title; "Leader" is a role. During this session, we'll explore both the challenges and the opportunities that come with being a leader, regardless your title or position in the company. Most importantly, you'll leave with strategies and action items to implement at your financial institution.
FULL
Making Quotas or Making Lives Better: Where Wells Fargo Went Wrong
Despite Wells Fargo's recent fake account scandals, cross-selling remains an important part of how we deepen relationships with customers. Cross-selling should be about making peoples' lives better instead of making quotas. In this session, we'll discuss what not to do as well as how to deepen relationships by providing product and service solutions – ultimately, gaining the trust of our members and customers.
Ready. Aim. Hire!
The execution of your acquisition strategy will be as successful as the quality of the people on your team. Getting the right people "on the bus" is the starting point, but that can be easier said than done. This session will present keys to attracting and identifying the best candidates for your positions, resulting in reduced turnover and increased engagement.
Earning Referrals
Referrals are earned! Our service levels earn them for us, but we will also need tools to maximize this channel. This session will provide a unique combination of best practices to earn referrals and tools to harness them. As part of the tools we will walk you through the digital referral platform clients are using to generate referrals and track and rewards employees and customers.
Getting The Most Out of Your Numbers
The most successful Haberfeld clients excel at measuring, reporting and rewarding. How does your financial institution stack up when it comes to tracking the numbers that measure success? Would you like to have a better understanding of what to track and how to interpret it? In this session we will share the newest client benchmarks and provide insights into Haberfeld's new reporting tools.
Marketing 101: Marketing That Makes a Difference
As a Haberfeld client, you know how data driven we are when it comes to your customer acquisition strategy and the results you achieve. This session will provide insights into the Haberfeld CGMTM selection model including its cell- and GPS based BIG DATA addition, MobilePredictTM. We will walk you through Haberfeld's data driven targeting of the right prospects and the omni-channel approach to the deployment of marketing assets. The session is ideal if you want to participate in the marketing roundtable session later. But it does not stop there. On Thursday our Digital Marketing session will build from what you have learned here.
The Overdraft Line of Business - Important to your customers and important to your FI
For most FIs overdraft revenue is a significant income stream, but they do not give it the detailed attention it deserves. The regulatory and the business environments in the arena of overdrafts continue to change and evolve. Erik Hoghaug has been in this business for most of his career and will discuss best practices, processing options, key metrics to track etc. While we are talking about the overdraft line of business we will also utilize this session to address any regulatory questions you may have, and look at other short term liquidity solutions for your customers.
12:15 - 01:45 PMLunch  
01:45 - 02:45 PMHaberfeld Stars – The Financial Institution Awards  
02:45 - 03:15 PMNetworking and Refreshment Break
03:15 - 04:45 PMConcurrent Sessions (Select One)
Branch Excellence
During Branch Excellence, you will have the opportunity to share your success stories, hear from your peers, and take back some amazing ideas to your financial institution. We will discuss engagement and motivation in the work place, Tell-A-Friend, and providing referral worthy service. We will also share ways to close the gap between products offered and making people’s lives better. Come with your success stories and leave with ideas that will lead to even more!
FULL
Leading is NOT Managing
Managing is about getting things done—tasks, goals, objectives. Leading is much more—setting a vision, serving your team, helping others grow. "Manager" is a title; "Leader" is a role. During this session, we'll explore both the challenges and the opportunities that come with being a leader, regardless your title or position in the company. Most importantly, you'll leave with strategies and action items to implement at your financial institution.
FULL
Making Quotas or Making Lives Better: Where Wells Fargo Went Wrong
Despite Wells Fargo's recent fake account scandals, cross-selling remains an important part of how we deepen relationships with customers. Cross-selling should be about making peoples' lives better instead of making quotas. In this session, we'll discuss what not to do as well as how to deepen relationships by providing product and service solutions – ultimately, gaining the trust of our members and customers.
Ready. Aim. Hire!
The execution of your acquisition strategy will be as successful as the quality of the people on your team. Getting the right people "on the bus" is the starting point, but that can be easier said than done. This session will present keys to attracting and identifying the best candidates for your positions, resulting in reduced turnover and increased engagement.
FULL
CDRevolution® - Capturing UFOs "Unparalleled Funding Opportunities"
Combine increasing interest rates, the need to fund your growing loan portfolio, and income-starved depositors and what do you get? The answer is the opportunity to efficiently and aggressively transfer deposits from your competitors into your financial institution at market rates while delivering windfalls to the depositors. You and your financial institution can become heroes by refinancing time deposits. This has been a subject of banking journals. Now you can learn…
  • How your financial institution can improve your standing with employees, depositors, and shareholders through one powerful initiative.
  • How a simple and easy process helps financial institutions win properly-priced funding just when they need them most when interest rates are rising.
  • How you can measure your current portfolio exposure to this CD Revolution® process.
  • What you can do to minimize any negative impacts to your portfolio.
  • How you can take full advantage of your competitor's vulnerabilities immediately.
  • Marketing 101: Marketing That Makes a Difference
    As a Haberfeld client, you know how data driven we are when it comes to your customer acquisition strategy and the results you achieve. This session will provide insights into the Haberfeld CGMTM selection model including its cell- and GPS based BIG DATA addition, MobilePredictTM. We will walk you through Haberfeld's data driven targeting of the right prospects and the omni-channel approach to the deployment of marketing assets. The session is ideal if you want to participate in the marketing roundtable session later. But it does not stop there. On Thursday our Digital Marketing session will build from what you have learned here.
    Marketing 201: Digital Marketing
    Digital Marketing is a multi-billion dollar business, but its effectiveness in financial services has been questionable. Originally marketers focused on traditional digital channels like pay-per-click or purchasing impressions. The addition of location-based advertising and one-to-one or one-to-few prospect targeting has made this channel much more attractive. Integrating offline data sources for targeting and measuring meaningful key performance indicators is key to successful digital marketing. This session will walk you through Haberfeld's research in this space, present test results, and leave you with hyper local targeting recommendations Haberfeld has developed in the last 12 month.
    The $30 Billion Digital Lending Opportunity
    Online digital technology for small businesses and consumer customers will grow to be a $30 billion revenue source for banks by 2025 according to industry forecasts. Community based financial institutions have fundamental advantages in capturing this revenue in their low cost of funds and customer relationships driven by their checking base. Cloud-based digital lending technology provides these community based FIs the ability to digitally generate loans in three minutes under their brand, their underwriting, for their balance sheet and under their control. The technology opens new self-service marketing channels on smart devices 24/7 with efficient direct marketing enhancements through bank websites and mobile banking, leveraging both mail and ongoing IP address remarketing. This session will discuss your strategic choices in leveraging digital lending technology in the industry, ranging from existing players including your core or loan systems, Fintech partners and technology you own and control to grow your relationships, revenues and efficiency. Key take-aways from the sessions based on case studies will be:
    1. Documentation on the customer experience benefits, FI revenues and FI efficiencies created by turn-key online digital lending technology.
    2. Definition of the emerging digital lending market segments and competitive players as options for your financial institution.
    3. Cloud-based digital lending technology proved security, fraud management, underwriting and pricing for sound and profitable loans.
    4. Marketing and delivery success in the new digital, hyper-connected mobile environment leveraging online and mobile banking and IP address marketing.
    04:45 PMFree Evening
    Thursday, May 11
    08:00 - 08:45 AMBreakfast  
    08:45 - 10:15 AMKeynote Speaker - Aaron Davis
    Attitude Of A Champion!
    Attitude, mental toughness and the ability to change and adapt quickly are just a few characteristics that all champions possess. As a member of the Nebraska 1994 National Championship football team, Aaron has a keen understanding of what it takes to achieve incredible results. Today’s banking environment is more competitive than ever, and it’s those who are able to focus when others fold, who consistently stay at the top! Those financial institutions that consistently provide impeccable service develop championship teams and leaders in each department will rarely want for business!
     
    10:15 - 10:45 AMNetworking and Refreshment Break
    10:45 - 12:15 PMConcurrent Sessions (Select One)
    Branch Excellence
    During Branch Excellence, you will have the opportunity to share your success stories, hear from your peers, and take back some amazing ideas to your financial institution. We will discuss engagement and motivation in the work place, Tell-A-Friend, and providing referral worthy service. We will also share ways to close the gap between products offered and making people’s lives better. Come with your success stories and leave with ideas that will lead to even more!
    FULL
    Developing Team Players
    Employee engagement is creating a work environment where everyone is connected and everyone wants to be – employees and customers. The result of engagement positively influences our behaviors and level of effort in work related activities – resulting in greater achievement, retention and high performance. Fostering engagement connections in organizations is often done at the team level as organizations themselves are generally formed of numerous teams operating under a standard set of mission, vision and values. This session will explore and develop methods to create engaged, high performing team players.
    The Role of the Branch in the 21st Century
    Despite the wave of innovations in financial institution delivery channels, the branch remains alive, well and viable. Are there changes in function, demand, and consumer expectations when it comes to brick and mortar financial institutions? Absolutely! This session explores our changing industry and where the branch fits in today's market. We will look at the data, the state of the branch and how we can best deliver on the service needs of consumers. By looking at best practices and customer experience strategies, this session will provide valuable insight for your branches.
    Turning Training into Results
    Training is essential and is something that has to be done in every branch. Are your employees equipped to turn what they learn during training into actual results? This session will focus on best practices for all types of training including eLearning and in-person training so you can make the most out of every training session!
    CDRevolution® - Capturing UFOs "Unparalleled Funding Opportunities"
    Combine increasing interest rates, the need to fund your growing loan portfolio, and income-starved depositors and what do you get? The answer is the opportunity to efficiently and aggressively transfer deposits from your competitors into your financial institution at market rates while delivering windfalls to the depositors. You and your financial institution can become heroes by refinancing time deposits. This has been a subject of banking journals. Now you can learn…
  • How your financial institution can improve your standing with employees, depositors, and shareholders through one powerful initiative.
  • How a simple and easy process helps financial institutions win properly-priced funding just when they need them most when interest rates are rising.
  • How you can measure your current portfolio exposure to this CD Revolution® process.
  • What you can do to minimize any negative impacts to your portfolio.
  • How you can take full advantage of your competitor's vulnerabilities immediately.
  • Getting The Most Out of Your Numbers
    The most successful Haberfeld clients excel at measuring, reporting and rewarding. How does your financial institution stack up when it comes to tracking the numbers that measure success? Would you like to have a better understanding of what to track and how to interpret it? In this session we will share the newest client benchmarks and provide insights into Haberfeld's new reporting tools.
    Marketing Roundtable
    Calling all marketing gurus: This is THE session to attend! Meet with other marketing professionals to learn what they’ve been doing and to share your own successes. How are you using social media? Are you curious about e-mail marketing? Need event ideas? Take this opportunity to network and bounce ideas off one another.
    The Overdraft Line of Business - Important to your customers and important to your FI
    For most FIs overdraft revenue is a significant income stream, but they do not give it the detailed attention it deserves. The regulatory and the business environments in the arena of overdrafts continue to change and evolve. Erik Hoghaug has been in this business for most of his career and will discuss best practices, processing options, key metrics to track etc. While we are talking about the overdraft line of business we will also utilize this session to address any regulatory questions you may have, and look at other short term liquidity solutions for your customers.
    12:15 - 01:30 PMLunch  
    01:30 - 03:00 PMConcurrent Sessions (Select One)
    Branch Excellence
    During Branch Excellence, you will have the opportunity to share your success stories, hear from your peers, and take back some amazing ideas to your financial institution. We will discuss engagement and motivation in the work place, Tell-A-Friend, and providing referral worthy service. We will also share ways to close the gap between products offered and making people’s lives better. Come with your success stories and leave with ideas that will lead to even more!
    Developing Team Players
    Employee engagement is creating a work environment where everyone is connected and everyone wants to be – employees and customers. The result of engagement positively influences our behaviors and level of effort in work related activities – resulting in greater achievement, retention and high performance. Fostering engagement connections in organizations is often done at the team level as organizations themselves are generally formed of numerous teams operating under a standard set of mission, vision and values. This session will explore and develop methods to create engaged, high performing team players.
    The Role of the Branch in the 21st Century
    Despite the wave of innovations in financial institution delivery channels, the branch remains alive, well and viable. Are there changes in function, demand, and consumer expectations when it comes to brick and mortar financial institutions? Absolutely! This session explores our changing industry and where the branch fits in today's market. We will look at the data, the state of the branch and how we can best deliver on the service needs of consumers. By looking at best practices and customer experience strategies, this session will provide valuable insight for your branches.
    Turning Training into Results
    Training is essential and is something that has to be done in every branch. Are your employees equipped to turn what they learn during training into actual results? This session will focus on best practices for all types of training including eLearning and in-person training so you can make the most out of every training session!
    FULL
    Earning Referrals
    Referrals are earned! Our service levels earn them for us, but we will also need tools to maximize this channel. This session will provide a unique combination of best practices to earn referrals and tools to harness them. As part of the tools we will walk you through the digital referral platform clients are using to generate referrals and track and rewards employees and customers.
    Marketing 201: Digital Marketing
    Digital Marketing is a multi-billion dollar business, but its effectiveness in financial services has been questionable. Originally marketers focused on traditional digital channels like pay-per-click or purchasing impressions. The addition of location-based advertising and one-to-one or one-to-few prospect targeting has made this channel much more attractive. Integrating offline data sources for targeting and measuring meaningful key performance indicators is key to successful digital marketing. This session will walk you through Haberfeld's research in this space, present test results, and leave you with hyper local targeting recommendations Haberfeld has developed in the last 12 month.
    The $30 Billion Digital Lending Opportunity
    Online digital technology for small businesses and consumer customers will grow to be a $30 billion revenue source for banks by 2025 according to industry forecasts. Community based financial institutions have fundamental advantages in capturing this revenue in their low cost of funds and customer relationships driven by their checking base. Cloud-based digital lending technology provides these community based FIs the ability to digitally generate loans in three minutes under their brand, their underwriting, for their balance sheet and under their control. The technology opens new self-service marketing channels on smart devices 24/7 with efficient direct marketing enhancements through bank websites and mobile banking, leveraging both mail and ongoing IP address remarketing. This session will discuss your strategic choices in leveraging digital lending technology in the industry, ranging from existing players including your core or loan systems, Fintech partners and technology you own and control to grow your relationships, revenues and efficiency. Key take-aways from the sessions based on case studies will be:
    1. Documentation on the customer experience benefits, FI revenues and FI efficiencies created by turn-key online digital lending technology.
    2. Definition of the emerging digital lending market segments and competitive players as options for your financial institution.
    3. Cloud-based digital lending technology proved security, fraud management, underwriting and pricing for sound and profitable loans.
    4. Marketing and delivery success in the new digital, hyper-connected mobile environment leveraging online and mobile banking and IP address marketing.
    03:00 - 03:30 PMNetworking and Refreshment Break
    03:30 - 04:30 PMHaberfeld Stars – The Branch Awards  
    04:30 PMGrand Prize Drawings - conducted by RMS and River Rock Marketing Services
    Must be present to win.
    05:00 PMDinner Event - Omaha's Henry Doorly Zoo and Aquarium  
    Will you be bringing a guest(s) with you? If so, how many?
    Friday, May 12
    09:00 AMSymposium Concludes
    No Sessions


    Photos taken by Haberfeld Associates including Haberfeld employees, contractors or agents at Haberfeld sponsored events are the property of Haberfeld Associates. We reserve the right, without consent or compensation, to use such photographs in marketing and promotional materials including social media channels maintained by Haberfeld Associates.