Session Schedule                 

Sunday

7:00 am – 9:00 pm
    Conference Registration

7:00 am – 4:00 pm
    Pre-Conference Activities

Option 1: Golf Tournament
Option 2: Sonoran Desert River Rafting Adventure

8:00 am – 3:30 pm
    Pre-Conference Workshops:

8:00 am – 11:30 am
Workshop 1
Consumer: Build a Better Customer Trap: Learn how to capture and keep the next generation of online banking users.

Workshop 2:
Commercial Banking: Viva Vertical Packaging: Drive new business and fee income.

12:00 pm – 3:30 pm
Workshop 3:
Small Business: Why Small & Simple
(Micro) Businesses Matter: Don’t get left behind.

Workshop 4:
Database Marketing/Growth & Retention Services Achieving Customer Delight: The power of highly personalized touches.

4:00 pm – 5:00 pm
    Solutions Showcase Preview and Vendor Reception

    (exhibitors & sponsors only)

5:00 pm – 8:00 pm
    Welcome Reception and Solutions Showcase

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Monday

7:00 am – 6:00 pm
    Conference Registration and Solutions Showcase

7:00 am – 8:00 am
    Breakfast

8:00 am – 8:10 am
    Opening Remarks – Welcome to the 2008
    National Conference

8:10 am – 8:35 am
    Presidential Address

8:35 am – 9:25 am
    Opening Keynote Address:
    Design for Delight: Redefining the
    Customer Experience

9:25 am – 9:30 am
    Conference Kick-Off

9:30 am – 10:00 am
    Break

10:00 am – 11:00 am
    Solution Spotlight: Personal FinanceWorks

10:00 am – 11:30 am
    Round One: Design for Delight Strategy Sessions

Design for Delight Strategy Sessions: Blueprint for Delight Consumer Differentiation for Delight: Creative strategies to compete and win Small Business Who Are They? Successful strategies to define and delight today’s small businesses Commercial Banking Change Will Do You Good: Organizing differently for today’s changing challenges

11:30 am – 1:00 pm
    Lunch and Networking

11:30 am – 1:00 pm
    Summit Club Working Lunch

    (invitation only)

1:00 pm – 2:00 pm
    Round Two: End User Lab,
    Summit Club and Solution Spotlight

End User Lab Consumer Moments of Truth: Learning the path to truly delighted customers Summit Club (by invitation only) Organizing for Delight : Breaking through bottlenecks Solution Spotlight Small Business FinanceWorks

1:00 pm – 2:00 pm
    Partner Workshops

2:00 pm – 2:30 pm
    Break

2:30 pm – 3:30 pm
    Solution Spotlight: New Account Open and Fund, Account to Account Transfers

2:30 pm – 4:00 pm
    Round Three: Design for Delight Strategy Sessions

Design for Delight Strategy Sessions: Design Thinking Consumer Excuse Yourself: Getting out of your own way to innovate Small Business Dare and Dash: It’s better to fail fast to win Commercial Banking Ready, Set, Think! Outside-the-box ideas for growing business deposits

4:00 pm – 4:30 pm
    Break

4:30 pm – 5:30 pm
    Round Four: End User Lab, Solution Spotlight
    and Design for Delight Breakouts

End User Lab Small Business Back to the Future: Understanding the origins of small business for looking forward Solution Spotlight Deep Defense Design for Delight Breakout Interactive exercise: Make a wallet

5:30 pm – 6:00 pm
    Solutions Showcase and Networking

7:00 pm – 10:00 pm
    Western Themed Evening Event

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Tuesday

7:00 am – 3:00 pm
    Conference Registration and Solutions Showcase

7:00 am – 2:00 pm
    Solutions Showcase

7:00 am – 8:00 am
    Breakfast

8:00 am – 8:10 am
    Welcome Back

8:10 am – 8:30 am
    CEO Remarks

8:30 am – 9:15 am
    Keynote Address: “The Ultimate Question:
    Driving Profits by Delivering Delight through
    Constant Innovation”

9:15 am – 9:45 am
    Break

9:45 am – 10:45 am
    Solution Spotlight: Database Marketing/Growth &
    Retention Services

9:45 am – 11:15 am
    Round Five: Design for Delight Strategy Sessions

Design for Delight Strategy Sessions: Customer Driven Development Consumer Mix and Map: Connecting the customer experience to your institution Small Business Up Close and Personal: Embracing customer driven innovation Commercial Banking Greet to Great: A commercial banking customer immersion experience

11:15 am – 12:45 pm
    Lunch and Networking

11:15 am – 12:45 pm
    Summit Club Working Lunch for CEOs
    A Personal Conversation About Net Promoter

12:45 pm – 1:45 pm
    Round Six: Action Plan Sessions and Solution Spotlight

Action Plan Sessions: Design Thinking Consumer Business challenge: Thinking outside fee income Small Business Business challenge: Setting up successfully for Small & Simple (micro) businesses Commercial Banking Business challenge: Embracing and achieving vertical market segmentation Solution Spotlight Commercial Banking

1:45 pm – 2:15 pm
    Break

2:15 pm – 3:15 pm
    Round Seven: Action Plan Sessions and
    Solution Spotlight

Action Plan Sessions: Customer Driven Development Consumer Business challenge: Developing new products and services to improve retention Small Business Business challenge: Translating moments of truth into compelling products and services Commercial Banking Business challenge: Solving customers’ total financial management needs Solution Spotlight Lending

3:15 pm – 3:35 pm
    Closing Remarks

3:45 pm
    Conference Adjourns

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*Agenda subject to change.