Agenda

Wednesday, August 9

8:30am Registration & Continental Breakfast

9:00am Welcome and Opening Remarks

9:15am Leadership in Banking
Perette Bonner, American Bankers Association

Perette is responsible for the Stonier Graduate School of Banking and the ABAWharton CEO Leadership Program within the Executive Education and CEO Programs group. During her career, Perette has managed the ABA Compliance Schools, ABA’s proprietary simulation products, BankExec and BankSim, the Business of Banking program and various educational programs and international training projects in Romania, Thailand, Jordan, Egypt and Switzerland.

10:30am Break

10:45am Optimizing Your Outlook: Time, Email, Project, People, and Idea Management
Randy Dean

In this popular program on “getting the most from your Outlook” for MS Outlook Users, Randy goes deeper into many of the most common areas of productivity loss (and possible gain!) afflicting many busy professionals today: managing multiple projects, maintaining “traction” when dealing with tasks and interruptions, getting more from time spent in meetings, clearing the clutter in your mind for better focus, keeping staff on task, tracking “who owes you what” and getting that information on time, and better managing your calendar and contacts for better time and relationship management.

12:00 pm  Lunch

1:00 pm Networking Activity

2:00pm Break

2:15pm Speak Easy: Redefining Communication
Erik Dominguez

The key to achieving our organization’s goals is our ability to communicate and connect. Yet our ever-evolving workplace changed how we do this, leaving many feeling frustrated and “on mute,” unable to capture a prospect’s attention. Teaching ancient rhetorical strategies with a modern twist, Erik challenges leaders and sales professionals to reimagine what it means to connect with clients, teams, and distribution partners to maximize results. Participants will leave able to ensure maximum impact and maximum results by implementing an approach to communication and connection that works in our ever-evolving workplace!

3:30pm Adjourn

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