At A Glance
When & Where
Thursday, May 14, 2020
7:30 am — 1:30 pm
Exhibit hall open, education sessions with speakers, food served.
Friday, May 15, 2020
8:00 am — 5:00 pm
8-hour continuing education NMLS course.
Exhibit hall will NOT be open.
2020 Agenda
Schedule of Events
Tuesday, May 5
12:00 pm — 1:00 pm
Luncheon is served
Presented by 
1:45 pm — 2:30 pm
Designing The Impossible
Presented by 
Jeanette Andrews

How to think like a magician to solve seemingly impossible problems.

Doesn’t it sometimes seem that women need magic to get everything done? Or maybe help in cutting through the illusions of work? That’s where Jeanette Andrews has the answers.

Through her years of researching magic history, magician and speaker Jeanette Andrews has developed specific magical methods for utilizing existing tools and strategies in unusual ways. Learn how to translate this nonlinear problem solving style to your banking career. Andrews teaches a magic effect based on Gestalt psychology and contemporary neuroscience that discusses how perceptual assumptions can help to create a desired effect. The presentation discusses what goes into creating a successful illusion and how perceptual assumptions can help to create a desired effect. Attendees will connect with each other via a fun, shared experience, while learning valuable techniques for crafting perceptions and disrupting expectations.

1:00 pm — 1:45 pm
The Data That Drives Success
Presented by 
Kim Snyder

Banks and credit unions have massive amounts of data about their customers, markets, products and services, and using that data should be at the top of your institution’s strategic priorities. But finding the most efficient way to access and use that data effectively continues to be a challenge for many. That’s why this important session—led by Kim Snyder, president of KlariVis and past Executive Vice President and Chief Financial Officer of Valley Financial Corporation / Valley Bank  -- will focus on strategies designed to help you leverage your data more effectively to increase wallet share, create organizational efficiencies, affirm your place in the market and create new franchise value. 

10:30 am — 12:00 pm
Leadership Through Empowerment: How To Build Women's Working Groups At Your Institution
Presented by 

There is nothing like the power of possibility that women bring to an organization. But how do you ensure that power is being encouraged, strengthened and given the freedom and support to grow? In this unique workshop, we’ll take attendees through a proven method of building a support structure and feedback culture in your banking organization.

Wolf and Co., one of the region’s top banking accounting and consulting organizations, has done just that, with its Women of Wolf group. Now, they’re bringing their experience and lessons to the New England Women in Banking Conference. Get ready, because this interactive workshop and panel discussion will provide guidance on how banking leaders and employee resource groups can help recruit and retain talent, strengthen employee development, and increase overall employee engagement and job satisfaction. 

You’ll leave this year’s event with tangible, actionable ideas that you can take back and implement within your own company or community. You’ll work in groups during this session, and also be provided with take-away materials to create a safe and reliable community for women throughout your organization to network and support each other’s personal and professional development. You’ll learn to create a community where women -- regardless of level or location -- can support, network, and grow both personally and professionally. Find out what you can do to empower the women of your community to lift each other to new heights, and create the leaders of tomorrow within your own backyard.

Key Take-away’s you’ll learn:

  • How to promote a safe, professional environment for women to connect, grow and empower each other through various program initiatives, events, resources, and tools
  • Ways to create a community within your organization to support, network, and grow both personally and professionally
  • The opportunity to cultivate new leaders through developing relationships with senior management
  • Successes, Challenges, and the many things we’ve learned along the way
9:45 am — 10:30 am
Be Real: How Strong Relationships Drive Sales Success
Presented by 
Lisa J. Oliver

For three decades, Lisa J. Oliver has been a distinguished leader in the banking industry across New England and the Midwest. In 2017, Lisa joined The Cooperative Bank of Cape Cod (The Coop), as President and CEO, becoming the first female CEO in its100-year history. In 2020, Lisa was named the Bank’s first Chair of the Board of Directors. Lisa achieved 50-percent gender diversity on the Board of Directors and across the Bank’s senior leadership team, earning recognition from BankDirector Magazine as a top bank nationally for Board diversity.

At The Coop, Lisa’s notable accomplishments include driving profitable growth during her tenure with a 44-percent increase in assets to $1.3 billion in 2021, 29-percent growth in capital to $107 million and advancing more than $120 million in PPP loans to 1,500 businesses. Now, exclusively for the New England Women in Banking Conference, Lisa will delve into why banks need to take a closer look at their sales culture, and how women in the organizations can be direct drivers of success.

She will discuss the following:

  • How not to be a commodity - Relational versus transactional business development
  • Not selling short-term, single, tactical solution – selling long-term relationship, on-going and strategic solutions
  • Ties back to service, high-touch selling and having great interactions
  • Listen to, and solve, client problems
9:00 am — 9:45 am
How To Be A Leader In Economic Equality
Presented by 
Malia Lazu

The world is awash in minority groups and the disenfranchised demanding to be heard. The banking industry – and community banks and credit unions in particular – can play a leading role in bringing about sustainable change that invites everyone to be part of economic liberation. We’ll hear from Malia Lazu, CEO and founder of Urban Labs and former EVP and Chief Experience and Chief Culture Officer at Berkshire Bank, about how each of our institutions can be a voice for economic justice, and tactics that can bring about lasting effect.

8:45 am — 9:00 am
Welcome & Opening Remarks
Presented by 
8:00 am — 8:45 am
Registration & Networking
Presented by 

Breakfast, coffee & tea, mimosas & bloody mary bar

Wednesday, May 5
Presented by
12:00 pm — 1:00 pm
Luncheon is served
Presented by
Jeanette Andrews
1:45 pm — 2:30 pm
Designing The Impossible

How to think like a magician to solve seemingly impossible problems.

Doesn’t it sometimes seem that women need magic to get everything done? Or maybe help in cutting through the illusions of work? That’s where Jeanette Andrews has the answers.

Through her years of researching magic history, magician and speaker Jeanette Andrews has developed specific magical methods for utilizing existing tools and strategies in unusual ways. Learn how to translate this nonlinear problem solving style to your banking career. Andrews teaches a magic effect based on Gestalt psychology and contemporary neuroscience that discusses how perceptual assumptions can help to create a desired effect. The presentation discusses what goes into creating a successful illusion and how perceptual assumptions can help to create a desired effect. Attendees will connect with each other via a fun, shared experience, while learning valuable techniques for crafting perceptions and disrupting expectations.

Presented by
Kim Snyder
1:00 pm — 1:45 pm
The Data That Drives Success

Banks and credit unions have massive amounts of data about their customers, markets, products and services, and using that data should be at the top of your institution’s strategic priorities. But finding the most efficient way to access and use that data effectively continues to be a challenge for many. That’s why this important session—led by Kim Snyder, president of KlariVis and past Executive Vice President and Chief Financial Officer of Valley Financial Corporation / Valley Bank  -- will focus on strategies designed to help you leverage your data more effectively to increase wallet share, create organizational efficiencies, affirm your place in the market and create new franchise value. 

Presented by
10:30 am — 12:00 pm
Leadership Through Empowerment: How To Build Women's Working Groups At Your Institution

There is nothing like the power of possibility that women bring to an organization. But how do you ensure that power is being encouraged, strengthened and given the freedom and support to grow? In this unique workshop, we’ll take attendees through a proven method of building a support structure and feedback culture in your banking organization.

Wolf and Co., one of the region’s top banking accounting and consulting organizations, has done just that, with its Women of Wolf group. Now, they’re bringing their experience and lessons to the New England Women in Banking Conference. Get ready, because this interactive workshop and panel discussion will provide guidance on how banking leaders and employee resource groups can help recruit and retain talent, strengthen employee development, and increase overall employee engagement and job satisfaction. 

You’ll leave this year’s event with tangible, actionable ideas that you can take back and implement within your own company or community. You’ll work in groups during this session, and also be provided with take-away materials to create a safe and reliable community for women throughout your organization to network and support each other’s personal and professional development. You’ll learn to create a community where women -- regardless of level or location -- can support, network, and grow both personally and professionally. Find out what you can do to empower the women of your community to lift each other to new heights, and create the leaders of tomorrow within your own backyard.

Key Take-away’s you’ll learn:

  • How to promote a safe, professional environment for women to connect, grow and empower each other through various program initiatives, events, resources, and tools
  • Ways to create a community within your organization to support, network, and grow both personally and professionally
  • The opportunity to cultivate new leaders through developing relationships with senior management
  • Successes, Challenges, and the many things we’ve learned along the way
Presented by
Lisa J. Oliver
9:45 am — 10:30 am
Be Real: How Strong Relationships Drive Sales Success

For three decades, Lisa J. Oliver has been a distinguished leader in the banking industry across New England and the Midwest. In 2017, Lisa joined The Cooperative Bank of Cape Cod (The Coop), as President and CEO, becoming the first female CEO in its100-year history. In 2020, Lisa was named the Bank’s first Chair of the Board of Directors. Lisa achieved 50-percent gender diversity on the Board of Directors and across the Bank’s senior leadership team, earning recognition from BankDirector Magazine as a top bank nationally for Board diversity.

At The Coop, Lisa’s notable accomplishments include driving profitable growth during her tenure with a 44-percent increase in assets to $1.3 billion in 2021, 29-percent growth in capital to $107 million and advancing more than $120 million in PPP loans to 1,500 businesses. Now, exclusively for the New England Women in Banking Conference, Lisa will delve into why banks need to take a closer look at their sales culture, and how women in the organizations can be direct drivers of success.

She will discuss the following:

  • How not to be a commodity - Relational versus transactional business development
  • Not selling short-term, single, tactical solution – selling long-term relationship, on-going and strategic solutions
  • Ties back to service, high-touch selling and having great interactions
  • Listen to, and solve, client problems
Presented by
Malia Lazu
9:00 am — 9:45 am
How To Be A Leader In Economic Equality

The world is awash in minority groups and the disenfranchised demanding to be heard. The banking industry – and community banks and credit unions in particular – can play a leading role in bringing about sustainable change that invites everyone to be part of economic liberation. We’ll hear from Malia Lazu, CEO and founder of Urban Labs and former EVP and Chief Experience and Chief Culture Officer at Berkshire Bank, about how each of our institutions can be a voice for economic justice, and tactics that can bring about lasting effect.

Presented by
8:45 am — 9:00 am
Welcome & Opening Remarks
Presented by
8:00 am — 8:45 am
Registration & Networking

Breakfast, coffee & tea, mimosas & bloody mary bar

Register
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