| Monday, May 3rd | |
| 2:30 pm – 2:45 pm | Welcome - Debbie Bianucci, President & CEO, BAI |
| 2:45 pm – 3:30 pm | Conversation with CEO Maverick - Arkadi Kuhlmann, President & CEO, ING Direct USA |
| 3:45 pm – 5:00 pm | Industry Perspectives for 2010 - Thomas K. Brown, CEO, Second Curve Capital |
| 5:00pm – 5:30 pm | Networking Reception |
| 5:30 pm – 7:00 pm | Light Dinner |
| Tuesday, May 4th | |
| 8:00 am – 8:30 am | Networking Breakfast |
| 8:30 am – 9:15 am | Conversation with CEO Maverick – Joseph C. Guyaux, President, The PNC Financial Services Group |
| 9:30 am – 11:00 am 9:30 am – 10:00 am 10:00 am – 11:00 am | Discussion Groups Roll up your sleeves and prepare to work in a team environment tackling key industry issues head-on. The intent: to develop solutions and identify actionable takeaways for immediate use in your organization. The topical areas developed by bankers for bankers are around ideas to generate new revenue income, product innovation and changing customer preferences. Discussion Group#1: Product Innovation Joe Boggio, Director of the Innovation Solution, Microsoft Corporation will share a successful innovation framework that can be applied in product development. Group Discussion: Product Innovation Product innovation is critical as your organization looks to replace lost revenue due to impactful legislative changes and shifting customer needs and preferences. What are others doing in the marketplace and what can we learn from them: -
Is it truly product innovation or just tweaking? -
Getting TIMELY customer feedback on your innovative ideas -
What are the metrics for success? -
Marketing strategy – need for increased and better customer communication around products; what will they respond to - safety; ability to make money; convenience? |
| 11:00 am – 11:15 am | Break |
| 11:15 am – 12:00 pm | Conversation with non-industry Maverick - Martin St George, CMO, JetBlue |
| 12:00 pm – 1:00 pm | Networking Lunch |
| 1:00 pm – 2:00 pm | Conversation with CEO Maverick |
| 2:00 pm – 3:30 pm 3:45 pm – 5:15 pm | Discussion Group#2: New Revenue Streams With the backdrop of today’s legislative outcomes, the need to generate new revenue streams is critical and immediate. But, with changes and challenges, come opportunities: -
What are the alternatives to free checking and overdrafts? -
Where do other potential new opportunities lie? -
How do you factor in new competition and more demanding customers into the search for new revenue sources?
Discussion Group#3: Customers in the New Reality Today, consumers perceive the banking industry as a whole very differently as a result of what’s happened over the past 18 months. That perception impacts your ability to be successful in the market. So, how can you bring back the glow of years past with the promise of a new and better customer experience and product portfolio. In your groups you'll talk about: -
Making it easier for consumers to conduct their business and engaging your employees to ensure they execute against the strategy and provide stellar customer experience -
Customer experience - what are customer expectations for retail banking and what can banks do to differentiate their business from competitors and move away from commodity perception? -
The shift in customer preferences for doing business remotely, your organization must leverage new service channels i.e., kiosks or co-branding with other retailers; But how does that impact the customer relationship and retention strategies? |
| 5:15 pm – 5:30 pm | Break |
| 5:30 pm – 6:00 pm | Networking Reception |
| 6:00 pm – 8:00 pm | BAI Mavericks in Banking Dinner |
| Wednesday, May 5th | |
| 8:00 am – 8:30 am | Networking Breakfast |
| 8:30am – 11:30 am 8:30 am – 9:30 am 9:30 am – 10:45 am 10:45 am – 11:30 am | Mavericks Direct – Consumer Panel You've read the research…you've heard the anecdotes, but now we bring you Mavericks Direct…a powerful opportunity to interact first-hand with a panel of consumers that are representative of your current client base, as well as potential future buyers. Group Discussion with the panel “Build your own product” with consumer panel members New product pitches to the group |
| 11:30 am – 12:00 noon | Wrap up and set agenda for next meeting |