Day/Time

Track I
Regulatory Risk Management

Track II
Wealth Management

Track III
Retail Management

Track IV
Insurance Management

Compensation Issues

Wealth Management Across A Regional Geographic Footprint
Hear from institutions at different points along the path to creating a unified, comprehensive approach to wealth management that spans broad markets. Hear from two institutions, one well along the path, the other embarking on the process. Learn what opportunities they see, what organizational, cultural, cost and other hurdles they encounter, where they are now, and where they expect to be in the future.

"The Next Generation Of Retail Banking
How "enhanced cross selling" canbring together investments, insurance, deposits and credit products to profitably address the expanding needs of the Mass Market. This panel will discuss a broad range of requirements for success including marketing/positioning, product (bundling), technology, organizational structure and management buy-in/support —and how it can work in smaller institutions.

Identifying And Building Profitable Life Insurance Options From Direct Response, To Credit Related, To Integration With Investment Programs
This session will address direct insurance programs that are independent of the financial advisor channel. Discussion focuses on the significant incremental income opportunities these programs present with relatively easy implementation effort.
Speakers: Bob Mittel, Prudential Financial, Bob Grieb, BISA and Peter Bocher

Equity Indexed Annuities
A discussion and presentation by Michael Berenson, Partner at Morgan, Lewis & Bockius

Wealth Management In A Focused Community
Offering an integrated and consolidated wealth management service in a concentrated, community-based market presents another set of opportunities and challenges. Learn from two institutions at different points in evolving their service, how they assess their opportunities and readiness. What are their implementation challenges and how they measure, or expect to measure their success.

The Next Generation Of "Platform Programs"
Moving from a single product sales focus to real utility and integration. This session addresses the optimization of "Licensed Banking Executives" as a key component of a profitable, integrated branch-based distribution network. Discussion will include career pathing, broad referral generation, filling "coverage gaps" and targeted sales.

Implementing And Integrating A Profitable P&C Business
This session will address market segmentation, distribution and program management options for both Personal and Commercial lines.