Lecture Topics

The AI Playbook: Strategies for Bank Leaders

Community banks are uniquely positioned to leverage AI to enhance customer experiences, streamline operations, and compete in an evolving financial landscape.

This informative session provides actionable strategies tailored for community bank leaders. Learn how to adopt valuable AI solutions that align with your bank's mission and resources, improve risk management, and unlock new opportunities for growth.

This session will address common challenges, share real-world examples, and highlight cost-effective tools to help you lead with confidence in the digital age. Empower your institution to thrive with AI while staying true to your community focus.

The Next Five Technology Challenges Facing Banks

Technology strategy has become a top priority for successful banks. Customers are demanding more function at faster speeds while non-bank competitors are rolling out attractive solutions that threaten traditional lines of business. Banks must leverage both customer-facing and internal technologies to remain competitive and boards must fully understand the benefits and risks of conducting business via new digital channels. 

This presentation discusses the next five technology challenges facing banks and provides advice for crafting a strategy that delights customers, improves internal efficiencies and provides a foundation for long-term growth.

Demystifying AI: A Guide for Bank Leaders

Artificial Intelligence (AI) has become a captivating topic and bank executives and managers are wondering what impact this emerging technology will have and how they should prepare.  This informative session is designed to give bankers a basic understanding of AI, its potential benefits, and its inherent risks.

Attendees will discover how AI can drive cost efficiencies, enable more informed decision-making, enhance customer satisfaction, and lead to innovative banking products and services. However, alongside these benefits, the session will critically examine the risks and challenges associated with AI adoption in banking. Topics such as data privacy, security concerns, regulatory compliance and potential job displacement will be addressed.

AI Engagement: From Skepticism to Discovery

In today's rapidly evolving financial landscape, community banks face unique challenges and opportunities brought on by the advent of artificial intelligence. This session is specifically tailored for community bank CEOs, directors and executives, and aims to transform skepticism and hesitation into knowledge and proactive engagement with AI technologies.

The presentation explores AI’s practical implications for small to mid-sized banks. It addresses common misconceptions and barriers to AI adoption, highlighting how these can be overcome with the right strategies and understanding. The focus then shifts to real-world applications of AI that add value by enhancing customer service, optimizing operational efficiency, and bolstering marketing efforts, all in a compliant manner.

The session concludes with action steps that banks can immediately implement. These steps include conducting an AI readiness assessment, identifying quick-win AI projects, and establishing a learning agenda for leadership teams.

AI Best Practices for Wealth Management

Stay ahead in the rapidly evolving landscape of wealth management by embracing AI best practices. Unlock new levels of efficiency, effectiveness, and client satisfaction as you leverage the latest cutting-edge tools and techniques that are reshaping the industry.

By embracing AI best practices, wealth management professionals can position themselves at the forefront of industry innovation, driving superior outcomes for their clients and securing their own success in an ever-evolving market landscape.

This session offers a comprehensive exploration of AI's role in wealth management, from its foundational principles to its cutting-edge applications and future prospects. The session then addresses the regulatory landscape and ethical considerations inherent in AI adoption, ensuring compliance while harnessing the full potential of these innovative technologies.

AI in Lending: Enhancing Efficiency Without Losing the Personal Touch

This presentation will explore best practices for utilizing artificial intelligence (AI) in community bank lending. It will provide an overview of how AI can streamline loan underwriting, enhance credit decision-making, and improve customer service while maintaining compliance and data security.

Attendees will learn how to implement AI tools to enhance efficiency without sacrificing the personal touch that community banks are known for. Topics will include risk management, ethical considerations, and AI-driven customer insights. The session is designed to equip lenders with actionable strategies to leverage AI effectively while safeguarding trust and fostering long-term relationships.