Break-Out Sessions

Case Study Workshops:

Jill Castilla, Ann Chen, Joe Nesbitt, and Bryan Fonville are just a tiny sampling of banking and bankcard leaders that conducted workshops at #BankSocial 2016. #BankSocial is connecting retail banking brands from across the United States to share empirical examples of social media in banking today rather than abstract conversations. These banks and credit unions have proven measurable social media success.

You can expect thorough and effective exhibitions by bank and credit union CEOs, along with their marketing teams, on the successful targeting of Millennials using social media. 

Expertise Labs:

#BankSocial 2017 will mark the introduction of Expertise Labs. Ian Cleary and Lee Odden are two of the many social media experts that will not only highlight the most important aspects of social media to implement in your business but will go through a list of practical tools and tactics that you can immediately implement in your social media strategy. These experts wrote the book on Facebook, LinkedIn, and Instragram strategies – and they’ll be specifically focusing on the retail banking industry at #BankSocial 2017! 

You can expect deep dive EXLabs on LinkedIn Profitability, SEO & Analytics, Instagram & Visuals, and Influencer Marketing.

Monday, April 3, 2017

Workshop: Creating A Culture Of Social Media & Innovation In Your Bank

12:00PM - 2:30PM ET

• Over the course of 2016, social media has become part of the training offerings at Avidia Bank which included sales training, personal branding, sharing bank news, etc. So how has corporate culture, innovation and social media been intertwined? In a recent Global Workplace Gallup study, researchers found that 20% of employees who are engaged in their brand socially are more likely to stay at their workplace. Also, 20% are more likely to feel inspired and 15% feel more connected to coworkers beyond their core teams. What is even better is to hear that 27 % are more likely to feel optimistic about their company’s future.
• Hear from industry experts, CarrieAnne Cormier and Katelin Cwieka on how they shook up #AvidiaLife, creating a culture of social media and innovation. Sure, these girls make it look easy but it was not all rainbows and unicorns. They’ll share an insider view of what it really takes to spark a change from the bottom up.

EXLab: Instagram Stories: Tips For Using Instagrams Photo Story Feature For Business

12:00PM - 2:30PM ET

• Learn what IG stories are.
• Why you should be using it.
• How to get started.
• Tour of all the features.

EXLab: 15 Tools & Tactics For Becoming More Effective & Efficient With Social Media

2:30PM - 5:00PM ET

Ian will go through a list of tools and tactics that you can immediately use or implement to improve results from social media.  This will be a very practical session where you will walk away with a list of action items to implement.

3 Take aways:  

• Tools that will make you more effective on social media.
• How to create a content promotion strategy to maximize benefit of any content created.
• How to save significant time on social media. 

Workshop: Beyond Free Stuff - Generating Record Engagement through Giveaways, Video, Design and More

2:30PM - 5:00PM ET

• In this fun and fabulous session, Royal Credit Union ($1.9B; Wisconsin-based) marketers Andrea Finn and Tara Graff will talk through some of Royal’s biggest successes in social media – and the lessons you can learn from them to take back to your financial! You’ll brainstorm and create some of your own giveaways and content related to key happenings in your community, as well as learn more about connecting with that coveted 18-25 year-old demographic. Bonus – we’ll shed light on some of the best free & inexpensive tools out there for social media content creation. (That means free stuff for you, too!)

Instructors: Tara Graff, Andrea Finn

General Sessions

08:00AM - 5:00PM ET

• #BankSocial 2017 Conference Opening
• Opening Keynote
• One Track Presentations

Tuesday, April 4, 2017

Registration/BreakFast

7:30AM - 8:30AM EST

Opening Remarks

8:30AM - 9:00AM EST

Keynote: Hug Your Haters

9:00AM - 10:00AM EST

• In this eye-opening and hilarious presentation, New York Times best-selling author Jay Baer reveals brand-new, proprietary research into why and where your customers complain. If it feels like there are more complaints than ever, and that you’re spending more time and money dealing with negativity and backlash, you’re right. But the rise of customer complaints is actually an enormous opportunity. Find out why you need to hug your haters and embrace complaints. Jay Baer will teach you how to keep your customers and grow your business.

30 Minute Break

10:00AM - 10:30AM EST

Surviving the Future of FinTech

10:30AM - 11:30AM EST

• The world is changing at an ever increasing pace. Disruptive technologies and media platforms are upending previously stable industries, and incumbent businesses are scrambling to adapt to new entrants. In this talk, we'll discuss the framework for evaluating disruptive innovations in the banking and financial world and learn specific strategies to insulate your company from disruption while creating disruptions of your own.

Presentation (TBA)

11:30AM - 12:30PM EST

• Session Details To Be Announced Shortly!

Lunch

12:30PM - 1:30PM EST

Strategic Executive Panel

• This panel of bank CEO’S and high level strategic executives will cover how to be very strategic in building your bank’s and credit union's powerful social media strategies. This panel is not to miss!

1:30PM - 2:30PM EST

30 Minute Break

2:30PM - 3:00PM EST

How To REALLY Amplify Your Online Presence: The 3-for-1 Social Media Strategy

3:00PM - 4:00PM EST

• It’s easy to spend hours working on your social media strategy. Converting your efforts into revenue has never been cheaper, or easier. So why are so many people struggling to spread the word about their brand and business? In Sue’s session she’ll explain how Instagram can be used as the home base of your social media strategy. She’ll teach you how to strategically cross-promote one message to reach thousands of people without hours of extra work being required. She’ll also explain how to leverage the newest live streaming platforms to prime your audience for your latest offers. By the end of the session you’ll be able to take one dynamic message and turn it into your weekly social media strategy, and growing your business faster than ever before!

Social Networking Event (TBA)

4:00PM - 5:00PM EST

• Session Details To Be Announced Shortly!

General Sessions

08:00AM - 5:00PM ET

• Opening Keynote
• Continuation of GeneralPresentations
• Conference Closing

Wednesday, April 5, 2017

Registration/BreakFast

7:30AM - 8:30AM EST

Opening Remarks

8:30AM - 9:00AM EST

Keynote Presentation

9:00AM - 10:00AM EST

• Sessions Details To Be Announced Shortly!

30 Minute Break

10:00AM - 10:30AM EST

Ten Ways that Brands are Killing it with Visual Marketing

10:30AM - 11:30AM EST

• Visual marketing has become a vital part of social media and this can create a whole new load of stresses for banks and credit unions. Join experienced social media strategist and co-author of the best-selling book “The Art of Social Media: Power Tips for Powers Users” Peg Fitzpatrick, as she shares visual marketing tips and tricks employed by successful brands and why they work. Grab some ideas to make your bank or credit unions visual marketing even better.

Analytics for Content Marketers: Insights and Actions from 13 Reports

11:30AM - 12:30PM EST

• Session Details To Be Announced Shortly!

Lunch

12:30PM - 1:30PM EST

Omni-Channel Banking User Experience

1:30PM - 2:30PM EST

• When it comes to building a user experience strategy,  most bankers think of digital - but that’s a misguided assumption. For a retail bank that has branches, mobile banking and a digital presence - they must integrate all together seamlessly. This panel will cover the key points in accomplishing seamless omni-channel integration at your financial institution.

30 Minute Break

2:30PM - 3:00PM EST

LinkedIn: Creating Connections That Count

3:00PM - 4:00PM EST

• This engaging and interactive presentation will cover 4 “Secret” strategies that can transform LinkedIn into a business generation machine for Banking professionals. While the Financial/Investment/Banking industries are one of the fastest growing on LinkedIn, compliance issues and lack of knowledge make is a messy minefield. I will share step-by-step strategies using case of banking professionals who have excelled through their interaction on LinkedIn. The attendee will walk away with:
• A plan to optimize their profile with the latest features and classic strategies
• Secret strategies for connecting and engaging with hot prospects outside their network
• An implementable LinkedIn checklist for efficient and powerful engagement

Social Networking Event (TBA)

4:00PM - 5:00PM EST

Break-Out Sessions

Case Study Workshops:

Jill Castilla, Ann Chen, Joe Nesbitt, and Bryan Fonville are just a tiny sampling of banking leaders that conducted workshops at #BankSocial 2016. #BankSocial is connecting retail banking brands from across the United States to share empirical examples of social media in banking today rather than abstract conversations. These banks and credit unions have proven measurable social media success.

You can expect thorough and effective exhibitions by bank and credit union CEOs, along with their marketing teams, on the successful targeting of Millennials using social media. 

Expertise Labs:

#BankSocial 2017 will mark the introduction of Expertise Labs. Ian Cleary and Lee Odden are two of the many social media experts that will not only highlight the most important aspects of social media to implement in your business but will go through a list of practical tools and tactics that you can immediately implement in your social media strategy. These experts wrote the book on Facebook, LinkedIn, and Instragram strategies – and they’ll be specifically focusing on the retail banking industry at #BankSocial 2017! 

You can expect deep dive EXLabs on LinkedIn Profitability, SEO & Analytics, Instagram & Visuals, and Influencer Marketing.

Thursday, April 6, 2017

EXLab: What Is The COI Costing You ROI On LinkedIn?

9:00AM - 11:30AM ET

• Convert Profile Views into Sales Conversations
• Find Your Idea Prospects on LinkedIn
• Attract High Quality Leads
• Boost Your Sales
• Use New Tools to Get More Done in Less Time

EXLab: The Art Of Visual Storytelling

9:00AM - 11:30AM ET

• Images can make or break a landing page, promotion, or social media post. Visuals are the many faces and personalities of your brand, which is why it's so important to get them right! But how, you ask, can you make them easily, quickly, all the while ensuring their effectiveness and quality? Creating images doesn't have to be at the bottom of your to-do-list, and you don't have to be a pro to make them look impressive! Join social media author and visual marketing powerhouse Peg Fitzpatrick as she uncovers the art of visual storytelling we've all been waiting for. 

EXLab: TBA

9:00AM - 11:30AM ET

EXLab: Social Media, SEO, &Influencer Marketing

9:00AM - 11:30AM

• Session Details TBA Shortly!