A passionate and dynamic presenter, CHRIS A. PETERSEN has presented to thousands of financial institutions at large global conferences and intimate one on one individual bank strategic sessions. Her ability to take technical content and translate it into easy to understand information for the financial institution executive team allows her to become relevant to the institution C-Suite and their assist the organization in meeting the needs of their clients.
2018 Hot Topic Sessions
Will my Daughter (and her Friends) Bank With You?
Listening to preteen and young adult conversations, a question arises whether traditional banking services will be enough. Statistics show that by the time these individuals are in high school they are well on their way to securing their college education funds. Will their parent’s relationship with your bank be enough to capture this emerging market for your bank? How are you planning today to capture this market? Does your bank participate in their social media? Does a team member on your staff have their focus on this next market segment today? Come to this session and understand where these mobile electronic wizards spend their energy. Learn how to tap into this market with these students and their parents to provide for these customers today and into the future.
Why Women in Banking are Strategic? They are Revenue Generators!
Women make up a large segment of the financial industry marketplace. Are you utilizing these valuable assets to their fullest potential to help drive revenue to your bottom line? Women focused financial institutions are gaining market share in the industry. It is critical to focus on the talent you currently have as well as strengthening your executive team in the future. How do you promote your executive team in your community? Can you identify market strategies for your environment and create a strategic plan to execute in this important segment? What opportunity exists for your bank to generate revenue that impacts the bottom line through the promotion of the women on your executive team. Participate in this session and gain insight from seasoned industry professional Chris Petersen on how to engage this market segment now.
Do Millennials Need Your Financial Institution?
This may be the most important question you should be asking within your organization. If the answer is not a resounding Absolutely!, then you should be strategically planning to determine what you need to do to make it so! Maybe it’s changing the way you operate with this growing market segment. Does your bank have a clear line of sight to their expectations? Is your team aware and flexible enough to meet the demand of how they want to engage? There are many changes your team can make to be seen as an attractive partner for this electronically focused segment of potential customers. Millennials don’t want to “have to” come to you so how do you reach them? How do you leverage technology and engagement in a way that can lead to your becoming their trusted advisor? Join this thought-provoking session where the focus will be on creating a plan that drives these customers to your financial institution and keeps them as valued customers in the future.
How to Get FREE Employees: It’s Not as Hard as You Think!
When we first start out in our careers we seem so content with our jobs. As we continue further on the career path, we strive to achieve more success and gain additional recognition and status. With so many opportunities available to today’s employees, how do you keep them vested in your organization? Is it all about money? No, today’s career oriented millennials are looking for FREE – Financial reward, Recognition, Education and Enjoyment in their jobs. Of course, their salaries matter, but it’s no longer the primary reason an employee moves to a new company. Investing in your employees should be an integral part of your strategic plan. Have you focused on the specific drivers that motivate your employees? In this session, we will explore how you can deploy FREE elements to increase employee’s satisfaction with your organization as well as thought challenging initiatives to directly increase your employee vesting. As a leader in your organization, you have to be engaged in their development or they will often find someone else who fills this important leadership role.
“Security Always”: Is it Part of Your Bank’s DNA?
Do you have a security-focused culture at your bank? Is it part of your company’s DNA “Always”? Every day Fraudsters are working against you and your bank to steal your customer’s data? Your employees have to live and breathe their commitment to Security. Are you prepared for the event When it happens not If it happens? Many times it’s not what we do but what we don’t do that creates the opportunity for the Fraudster to be successful. This session will discuss ways to prevent security challenges and how we can better prepare your team. “Security Always” has to be an integral component of your culture. Together we can identify how strong this factor is in your employee’s DNA as well as enhance this strategic component to ensure your bank’s success in limiting exposure.