Sunday, November 14, 2010

2:00 PM - 3:30 PM
Optional Pre-Conference Workshop: Understanding The Changing Mindset Of Your Business Customers
Dennis J. Jacobe, Ph.D., Chief Economist, Public Opinion Research Director, Financial Services Industry Consultant, GALLUP
3:30 PM - 4:15 PM
Keynote Address: Retooling To Serve Small Businesses Through Banking Centers
Michael Aust, Executive Vice President and National Retail Banking Director, COMERICA
4:15 PM - 5:00 PM
Keynote Address: BB&T – The Perfect Client Experience
Rip Howard, Executive Vice President and Community Banking Retail Group Executive, BB&T

Monday, November 15, 2010

Click on any of the track details below to view a detailed explanation
7:30 AM - 8:15 AM
Breakfast Briefing: Winning the Small Business: Trends and Opportunities
Vicki O'Connor, VP, Product Management, FISERV BUSINESS SERVICES

Presented by:

8:15 AM - 8:30 AM
Chairman’s Opening Remarks
Moderator: Nick Miller, President, CLARITY ADVANTAGE CORPORATION
8:30 AM - 9:15 AM
Keynote Address: Meeting the Needs of Small Businesses in 2010
Raj Seshadri, Head of Small Business Banking, CITIGROUP
9:15 AM - 10:00 AM
Keynote Address: Change is a Necessity in Any Environment
Cathy Reines, President and Chief Executive Officer, FIRST HERITAGE BANK
10:30 AM - 11:15 AM
NEW RESEARCH: How To Accelerate Small Business Sales Traction
Les Dinkin, Managing Director, NOVANTAS
Bob Kottler, Senior Vice President, Small Business Banking, CAPITAL ONE BANK
11:15 AM - 12:00 PM
Building High Quality Business Banking Relationships In A Troubled Market
John Asbury, Senior Executive Vice President, Business Services Group, REGIONS BANK
Christopher B McDonnell, Vice President, GREENWICH ASSOCIATES
Donald M Raftery, Managing Director, GREENWICH ASSOCIATES
12:00 PM - 1:30 PM
12:00 PM - 1:30 PM
Industry innovation Session: Adapting to Meet the Needs of the New Small Business Customer
Patti Newcomer-Simmons, Vice President of Marketing, INTUIT

Sponsored by:

12:00 PM - 1:30 PM
1:30 PM - 2:15 PM
Track: Financing Small Business View Track Strategies to Grow the Portfolio as the Downturn Abates
Mark Edwards, Senior Loan Administrator, BB&T
John O'Connor, Partner, PRAXIS ADVISORS
1:30 PM - 2:15 PM
Track: Banker Managed Relationships View Track Defining Field Sales Force Structure
Tom Doherty, Senior Vice President, FIRST CHICAGO BANK & TRUST
Additional Speakers to be Announced
2:15 PM - 3:00 PM
Track: Financing Small Business View Track How to Effectively Leverage SBA and Other Government Guaranty Programs
Greg Clarkson, Executive Vice President & SBA Division Manager, BBVA Compass, CHAIRMAN, NATIONAL ASSOCIATION GOVERNMENT GUARANTEED LENDERS
2:15 PM - 3:00 PM
Track: Banker Managed Relationships View Track Defining the “Banker” Value Proposition and Client Experience
Brian Mauntel, SVP, Business Banking Executive, FIFTH THIRD BANK, CENTRAL OHIO AFFILIATE
Frank Aloi, President and CEO, ATH POWER CONSULTING
2:15 PM - 3:00 PM
3:30 PM - 4:15 PM
Track: Financing Small Business View Track Using Data and Analytics to Improve Sales and Portfolio Performance
George Buchanan, Executive Vice President, Risk Management Group, REGIONS FINANCIAL CORPORATION
3:30 PM - 4:15 PM
Track: Banker Managed Relationships View Track Sales Coaching to Improve Consistency and Performance
Marco Fortier, Vice President, TD BANK
Stephen Gregory, Founder, ISAIX
3:30 PM - 4:15 PM
Track: Branch-Based Customers View Track Making It Work Across The Branch Network
Lynetta Tipton Steed, Executive Vice President, Business and Community Banking, REGIONS BANK
Marshall St. Clair, SVP, Retail Marketing & Product Management, WEBSTER BANK
4:15 PM - 5:00 PM
Track: Financing Small Business View Track Effective Loss Mitigation Efforts and Techniques to Reduce Risk
Mary Kay Schneider, Executive Vice President, Credit Executive, Central Credit, THE PNC FINANCIAL SERVICES GROUP
Stephen Damore, Senior Vice President, Special Assets, CAPITAL ONE BANK
4:15 PM - 5:00 PM
Track: Banker Managed Relationships View Track Engaging and Retaining Top Talent
Tishia Damschroder, Retail Performance and Strategy Manager, PNC University, PNC BANK
Lynn Carroll, Business Banking Training Manager, PNC
4:15 PM - 5:00 PM
Track: Branch-Based Customers View Track Online and Mobile for Small Business
Richard Weeks, Senior Vice President, Internet Services Group, WELLS FARGO & COMPANY

Tuesday, November 16, 2010

7:45 AM - 8:15 AM
8:15 AM - 8:30 AM
8:30 AM - 9:15 AM
Keynote Address: Linking Strategy and Execution in Business Banking with Intention
Bill Holt, Executive Vice President, Business Banking, SUNTRUST BANKS, INC.
9:15 AM - 10:00 AM
Driving The Business Banking Brand
Trish Dorsey, Senior Vice President, TNS
Bob Neuhaus, EVP - East Region/Global Sector Head - Finance Sector, TNS
Darcy Steber, Senior Vice President And Marketing Group Manager For Business Banking And Commercial Banking, PNC BANK
10:00 AM - 10:30 AM
10:30 AM - 11:15 AM
Small Business Banking Satisfaction: Where Research Meets Reality
J. Michael Beird, Director of Banking Services Practice, J.D. POWER AND ASSOCIATES
Brett Mansfield, Senior Vice President, Business Sales Manager, UNION BANK
11:15 AM - 12:00 PM
Using Social Media and Online Community Building to Grow Small Business Market Share
Moderator: Campbell Edlund, President, EMI STRATEGIC MARKETING
Chris Swanson, Vice President, Small Business Internet Strategy, US BANK