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Thank You to Our Sponsors
Convention Agenda
Monday, June 23
8:00 AM – 1:00 PM
Golf Outing at The Cascades
*Pre-registration is required
12:00 PM
Registration Opens (Grand Ballroom Foyer)
3:00 – 5:00 PM
Executives & Directors Workshop (Mt. Vernon & Stratford)
• Evolution: Liquidity, Regulation, and Strategy, Ryan Smith, Managing Director, PSC
• Beyond DIY: What Every Bank Should Know about Shareholder
Recordkeeping, Kara Kennedy, President, ClearTrust, LLC
5:00 – 6:30 PM
Welcome Reception & Grand Opening of Exhibit Hall (Grand Ballroom)
Toast to the opening of the event! Plus, find business solutions, visit more than 40 partner booths, participate in Exhibit Hall activities and win prizes!
6:30 PM
Dinner on Your Own
Tuesday, June 24
7:30 – 8:30 AM
Breakfast Buffet in Exhibit Hall (Grand Ballroom)
8:30 – 9:00 AM
Rapid Fire Presentations (Grand Ballroom)
Gain insights into the latest resources and solutions from amazing NCBA and OBL preferred vendors.
9:00 – 10:15 AM
Opening General Session (Grand Ballroom)
Taxes, Tariffs & Treasuries: What’s In Store for Banks
Dr. Elliot Eisenberg, PhD., Chief Economist, GraphsandLaughs LLC
9:30– 10:15 AM & 10:30 – 11:15 AM
Guest Activity: Homestead Donuts
Cooking Demo
*Pre-registration is required
Guests: check your registration packet for your assigned time.
10:15 – 11:00 AM
Networking Break in the Exhibit Hall (Grand Ballroom)
What’s Your Story? Find business solutions, visit more than 40 partner booths, participate in Exhibit Hall activities and win prizes!
11:00 AM – 12:00 PM
Executive Roundtables – Bankers Only
$0 - $250M – Blue Ridge
$250 - $500M – Piedmont
$500M - $1B – Mt. Vernon
Over $1B – Stratford
All NCBA and OBL bankers are invited to join peer discussions led by association management team members. Topics will be determined in advance.
12:00 – 1:30 PM
Lunch & General Session (Grand Ballroom)
Check Convention landing page and event apps for General Session announcements!
2:00 – 4:00 PM
Cornhole Tournament & Lawn Games (East Lawn)
Enjoy fellowship and fun! Includes snacks and beverages.
*Cornhole participants must arrive by 2:00 PM for a 2:30 PM start. No cost to attend.
5:00 – 6:00 PM
Mutual Banks Reception (Jefferson’s Tap Room)
*This reception is for bankers only.
Wednesday, June 25
7:30 – 8:30 AM
Breakfast Buffet in Exhibit Hall (Grand Ballroom)
8:30 – 9:00 AM
Rapid Fire Presentations (Grand Ballroom)
Gain insights into the latest resources and solutions from amazing NCBA and OBL preferred vendors.
9:00 – 10:00 AM General Session (Grand Ballroom)
Unlocking Greatness: Building Champions, Teams, and Legacies
Julie Bell, PhD., Leadership Advisory, Chartwell Partners
10:00 – 10:45 AM
Final Networking Break in the Exhibit Hall (Grand Ballroom)
What’s Your Story? Final chance to find business solutions, visit more than 40 partner booths, participate in Exhibit Hall activities and win prizes!
10:00 – 11:30 AM
Guest Activity: Private Soak in the Warm Springs Pool
*Pre-registration is required
10:45 – 11:30 AM
Concurrent Breakout Sessions:
• The Next Digital Wave: Evolving Expectations in Retail Banking (Mt. Vernon)
Matt Herren, Director of Payment Strategy, CSI
• Strategies for Successful Commercial Loan Workouts (Blue Ridge)
Bryan J. Farkas, Partner, Vorys, Sater, Seymour and Pease LLP
• Budgets are Tight. Be Intentional. (Piedmont)
Corey Wrinn, Managing Director, Rivel Banking Research
• Asset/Liability Management in a Challenging Environment (Stratford)
Taylor Currie, Managing Director, The Baker Group
11:30 AM – 11:45 AM
Break – Move to Next Breakout Session
11:45 AM – 12:30 PM
Concurrent Breakout Sessions:
• Left Brain/Right Brain - Balancing The Art and Science for Success (Mt. Vernon)
Glenn Grau, Executive Vice President, PWCampbell
• How Community Banks Can Use Artificial Intelligence to Increase Deposits, Grow Customer Wallet Share, and Enhance Relationships (Stratford)
Brad Thien, Relationship Manager, Aunalytics
• How to Enhance Your Customer Experience (Piedmont)
Brian Leitner, Managing Director, Wealth Solutions; Mariner
12:30 – 1:45 PM NCBA Luncheon – Sponsored by ICBA (Regency Ballroom)
*NCBA Attendees Only
2:00 – 4:00 PM
Clay Shooting (Mountainview Pavilion)
*Pre-registration is required
2:00 – 4:00 PM Pickleball
*No Pre-registration is necessary. Courts are reserved for attendees.
6:00 – 10:00 PM
Cocktail Reception, Closing Dinner & Entertainment (Grand Ballroom)
Enjoy a relaxed evening of fellowship, dining and fun as Felix & Fingers Dueling Pianos will provide captivating and interactive musical entertainment as we put a bow on the 2025 NCBA/ OBL Annual Convention. SPONSORED BY CRS DATA.
General Sessions & Presenters
TAXES, TARIFFS, AND TREASURIES: WHAT’S IN STORE FOR BANKS
Dr. Elliot Eisenberg, Ph.D, Chief Economist, GraphsandLaughs, LLC
During this entertaining and informative session, Elliot Eisenberg, Ph.D., will provide a financial overview and outlook of the economic environment in which banks operate. To that end, Eisenberg will share his thoughts on how all four parts of GDP will perform, what changes are in store for the softening labor market, the path of inflation, the thinking of the Federal Reserve, the most likely route of interest rates, the shape of the yield curve, bank consolidation, and the likelihood of a near-term recession. Dr. Eisenberg will also delve into new and existing home sales, office vacancy rates, residential refi activity, home prices, auto, credit card, and home mortgage default rates, rising construction costs, energy costs, tariffs, tax cuts and much more. As time permits, Eisenberg will take questions from the audience.
UNLOCKING GREATNESS: BUILDING CHAMPIONS, TEAMS, AND LEGACIES
Julie Bell, P.h.D, Leadership Advisory, Chartwell Partners
In a world where excellence is no longer a choice but a necessity, how can individuals, teams, and organizations rise above the ordinary to achieve true greatness? This transformative keynote, led by Dr. Julie Bell, will offer attendees the mindset, strategies, and insights necessary to elevate their performance and maintain success in today’s highly competitive environment. Dr. Bell will guide participants on a journey to ignite their potential, empower their teams, and create a lasting legacy of excellence.
Attendees will learn how to think in terms of greatness, reframing their perspective to set a standard of excellence that goes beyond mediocrity and drives high performance. Dr. Bell will delve into the psychology of peak performance, shedding light on the key factors that allow individuals to stay resilient, focused, and motivated even when faced with challenges.
The keynote will also explore the importance of building great teams. Dr. Bell will share insights on how to assemble teams that don’t just work together, but thrive through synergy, trust, and a shared vision. Additionally, attendees will gain valuable knowledge on talent management, focusing on how to recruit the right people, retain top talent, develop future leaders, and ensure long-term organizational success through effective succession planning.
Special Events
Golf Outing at The Cascades
Monday, June 23
8:00AM - 1:00PM
Regarded as one of the finest mountain courses in the country, The Cascades offers challenging links set against the backdrop of Virginia’s breathtaking Allegheny Mountains. Sam Snead launched his career on this fabled Virginia mountain golf course, which has the honor of being ranked among “America’s 100 Greatest Public Golf Courses” by Golf Digest. *Pre-registration required for this program. THANK YOU GOLF OUTING SPONSOR, VISA.
Cornhole Tournament & Lawn Games
Tuesday, June 24
2:00 - 4:00 PM
Enjoy fellowship and fun on the Homestead East Lawn, just outside of the Main Entrance of the Omni Resort. The afternoon will feature a Cornhole Tournament, Giant Jenga and Connect 4, as well as hearty snacks and cool beverages. Those who are participating in the Cornhole Tournament must arrive at 2 p.m. to sign up for tournament play, which will begin promptly at 2:30 p.m. THANK YOU CORNHOLE TOURNAMENT SPONSOR, OHIO CAPITAL CORPORATION FOR HOUSING.
Clay Shooting
Wednesday, June 25
2:00 - 4:00 PM
Certified N.S.C.A shooting instructors will enhance your experience by providing guidance along the worldfamous sporting clays courses. Take an adventure through almost a mile of wooded courses that simulate many types of game birds and rabbits. Participation includes guns, ammo, targets and vests, as well as eye and ear protection for safety and comfort. *Pre-registration required for this program.
Pickleball
Wednesday, June 25
2:00 - 4:00 PM
The resort has six brand new courts available for rent throughout Convention for individual play, however we have reserved all six courts during this two-hour window to allow attendees to play together and/or coordinate your own round robin play. Players are more than welcome to bring your own equipment or use paddles and balls on site. Beverages will be available for individual purchase. *No pre-registration ncessary.
A d v a n c e
Y o u r C a r e e r
i n P a y m e n t s !
Get continuing education credits
Prepare for national accreditations
Obtain payments certifications
Enjoy access for your whole team
A DISCOUNTED RATE!
We are excited to be TOGETHER at The Homestead for our first of three joint conventions! The Homestead is America’s Oldest Resort and full of robust history as more than 20 U.S presidents have visited!
We want YOU – our bankers and exhibitors – to connect and Tell Your Stories, too! Where are you from? Where did you grow up? Visit with exhibitors to share your story and to learn more about their stories – while you find ways to strengthen your connections as they help you to find solutions to your challenges.
For every booth you visit – collect a ticket! The more you collect, the better chance of winning the GRAND PRIZE of a $500 Southwest Airlines gift card so you can Write Your Next Story via a travel adventure.
Drop tickets in the raffle drum located in the Exhibit Hall. While there, attendees can place a pin on the US map to show where they are from.
Convention Exhibitors
Be
EXHIBIT HALL HOURS
NCBA/OBL ANNUAL CONVENTION
Convention Exhibitors
Be sure to visit with our valued service providers for solutions and to let them know that we appreciate their support! Plus! Find out and share “What’s Your Story” along the way!
EXHIBIT HALL HOURS
Monday 5:00 pm - 6:30 pm
Tuesday 7:30 am - 8:30 am & 10:15 am - 11:00 am
Wednesday 7:30 am - 8:30 am & 10:00 am - 10:45 am
Abrigo enables more than 2,400 U.S. financial institutions to support their communities through technology and advisory services that grow loans and deposits and optimize risk. Abrigo’s platform centralizes the institution’s data, creates a digital user experience, and delivers efficiency for scale and profitable growth. Abrigo’s team of industry experts can give your institution the guidance needed to stay on the path towards increased profitability. From portfolio risk and CECL to BSA/ AML, our advisory services team helps you solve problems.
Arkatechture provides data management and business intelligence services for banks. Their data analytics platform, Arkalytics, combines a data warehouse, data lake, and fully managed services to transform your data strategy into actionable results. Arkalytics integrates data from key banking systems to centralize, manage, share, and analyze data.
Aunalytics is a leading data platform company delivering Insights-as-a-Service for enterprise businesses. Its DaybreakTM for Financial Services offering is designed for mid-sized banks. The solution empowers community financial institutions with advanced analytics and valuable business insights to improve customer relationships, strategically deliver new products and services through data-driven campaigns, and drive competitive advantage with Aunalytics’ side-by-side digital transformation model.
Banc Card of America ........................... banccard.com ................................... 15
Banc Card of America, is an “Old Fashioned” face to face customer service driven merchant services company that has commitment to representing their partners in a professional manner with attire and sales presentation. Banc Card provides cutting edge technology to ALL customers from the small ticket merchant to the sophisticated, more complex merchant. » Banzai ................................................. banzai.org ........................................ 24
Banzai, is a carefully designed web-based financial literacy program for all ages and groups, including K—12 schools, community programs, employee onboarding, and even families. Working with Banzai allows you to use financial education to build brand loyalty, multiply customer touch points, and get you in classrooms for face-to-face interaction. The Banzai curriculum supports the learning objectives for the Economics and Personal Finance course required for Ohio high school students. Over 40,000 math, business, family and consumer science, and computer teachers have joined the program nationwide.
Convention Exhibitors
Be sure to visit with our valued service providers for solutions and to let them know that we appreciate their support! Plus! Find out and share “What’s Your Story” along the way!
EXHIBIT HALL HOURS
Monday 5:00 pm - 6:30 pm
Tuesday 7:30 am - 8:30 am & 10:15 am - 11:00 am
Wednesday 7:30 am - 8:30 am & 10:00 am - 10:45 am
Brown Edwards’ financial institution accounting services help management improve procedures, reduce risk exposure, and improve earnings. Our team, with over 40 years of banking experience will design a specific program for your organization’s needs while providing best practices and cost-effective outsourced services. Our services include financial statement audits, internal audits & information technology audits, information technology risk assessment, loan reviews, allowance validation, internal control risk assessment, and ACH and BSA compliance.
BEFCOR is a non-profit SBA 504 and CDFI Lender that assists small businesses in NC. For over 40 years, our SBA 504 program has provided loans to businesses who are financing or refinancing fixed assets -- a traditional lender, such as a bank, finances a portion of the project costs, and BEFCOR/SBA 504 finances up to 40%. SBA 504 loans usually range from $25,000-$5 million. Our CDFI Loans assist businesses needing financing in amounts up to $150,000 for a variety of needs. Our efforts support and build communities by helping small businesses access low cost, wellstructured financing.
Established in 1981, CBS has been a trusted partner for financial institutions across North Carolina. Its mission is to provide innovative solutions that enhance bank operations and customer service. By leveraging strong vendor relationships and industry expertise, CBS ensures that member banks have access to top-tier products and services.
Established in 1990 by the North Carolina Bankers Association, Centrant Community Capital is a mission-driven lending consortium dedicated to financing affordable multifamily housing across the Southeastern United States. Originally known as the Community Investment Corporation of North Carolina (CICNC), and later as CICCAR, Centrant has evolved to become a trusted regional financing resource, serving states including North Carolina, South Carolina, Virginia, Tennessee, Georgia, and Texas.
» Compliance Alliance ............................. compliancealliance.com .................... 23
Compliance Alliance supports community banks in navigating complex regulatory landscapes. Owned by 37 State Bankers Associations, we offer a robust suite of services—including the Compliance Hub, Assurance Services, Virtual Partners, and Tailored Solutions—designed to meet the unique needs of each institution. Backed by a team of seasoned industry experts, Compliance Alliance delivers trusted, nationwide compliance support that empowers banks to operate with confidence.
Convention Exhibitors
Be sure to visit with our valued service providers for solutions and to let them know that we appreciate their support! Plus! Find out and share “What’s Your Story” along the way!
EXHIBIT HALL HOURS
Monday 5:00 pm - 6:30 pm
Tuesday 7:30 am - 8:30 am & 10:15 am - 11:00 am
Wednesday 7:30 am - 8:30 am & 10:00 am - 10:45 am
Being successful in today’s financial arena means being flexible to the ever-changing demands and preferences of your account holders. With Deluxe Financial Services, you’ll find the programs and services you need to meet those demands, drive revenue, manage compliance and create meaningful, long-lasting relationships with your customers.
Design Collaborative is a big-hearted, multi-disciplinary architecture and engineering firm combining large-firm expertise with boutique-firm service. With offices in Fort Wayne, Indiana, and Charlotte, North Carolina, we offer financial market specialization to clients across the country, combining our retail banking, workplace, and marketing expertise to create tailored future-focused solutions for bank branches, headquarters and operations centers.
» Diebold Nixdorf ...................................
Diebold Nixdorf, Incorporated (NYSE: DBD) is a world leader in enabling connected commerce for millions of consumers each day across the financial and retail industries. Its software-defined solutions bridge the physical and digital worlds of cash and consumer transactions conveniently, securely and efficiently. As an innovation partner for nearly all of the world’s top 100 financial institutions and a majority of the top 25 global retailers, Diebold Nixdorf delivers unparalleled services and technology that are essential to evolve in an ‘always on’ and changing consumer landscape.
» Econocheck .........................................
Econocheck delivers bottom-line benefits to financial institutions by strengthening account holder relationships and providing new fee income streams. Since 1973, thousands of financial institutions have profited from Econocheck’s data-driven retail checking and small business strategies, direct response insurance programs, and identity protection services. In an everchanging and increasingly competitive marketplace, Econocheck transforms the way customers view their banking relationship — and the way institutions deliver value. Our customized solutions offer the enhanced services prized most by consumers and businesses, including identity & data security, cell phone protection, accidental death & dismemberment coverage, credit monitoring, entertainment discounts, health savings, and financial management tools. For partners, that means more recurring revenue and measurable gains in customer retention.
Convention Exhibitors
Be sure to visit with our valued service providers for solutions and to let them know that we appreciate their support! Plus! Find out and share “What’s Your Story” along the way!
EXHIBIT HALL HOURS
Monday 5:00 pm - 6:30 pm
Tuesday 7:30 am - 8:30 am & 10:15 am - 11:00 am Wednesday 7:30 am - 8:30 am & 10:00 am - 10:45 am
The Federal Home Loan Bank of Cincinnati is part of the Federal Home Loan Bank System, a national network of 11 Federal Home Loan Banks and more than 6,500 member financial institutions. Services include Short and Long-Term Advances, Mortgage Purchase Program, Housing Program, and Correspondent Services.
» Financial Products & Services..................financialpsi.com.............................27
Financial Products & Services provides Insurance and Consulting services for Financial Institutions. We specialize in writing and consulting on Financial Institution Bond, D&O, Cyber, Property, Liability, Auto and workers compensation. We are the endorsed provider of the NCBA. Financial Products & Services insures and consults with 105 banks in 5 states.
At HC3, we work with every aspect of statement processing, so we understand the challenges financial institutions face. Our key solutions are document design, digital delivery, and print delivery. We deliver statements that both reinforce your brand identity and communicate key financial data, so you can spend time focusing on what really matters - enhancing the customer experience and growing loyalty.
IntraFi Network’s innovative balance-sheet management solution — known as IntraFiSM Network DepositsSM (formerly CDARS®, ICS®, and IND® deposit solutions) — empowers institutions to increase profitability, grow franchise value, manage liquidity more easily, and serve customers better.
Jack Henry™ is a well-rounded financial technology company that strengthens the connections between people and their financial institutions through technology and services that reduce the barriers to financial health – with the purpose of empowering people and communities to gain the financial freedom to move forward.
Smith Anderson is a full-service business and litigation law firm serving regional, national and global companies. The firm regularly counsels financial institution clients with structuring and executing formations, merger and acquisition transactions, assets, line of business and branch purchases and sales, capital markets transactions and recapitalizations and helps clients navigate regulatory applications, examinations and enforcement actions.
Convention Exhibitors
Be sure to visit with our valued service providers for solutions and to let them know that we appreciate their support! Plus! Find out and share “What’s Your Story” along the way!
EXHIBIT HALL HOURS
Monday 5:00 pm - 6:30 pm
Tuesday 7:30 am - 8:30 am & 10:15 am - 11:00 am
Wednesday 7:30 am - 8:30 am & 10:00 am - 10:45 am
Lenderful Solutions supports community bankers nationwide with customizable, white-labeled, and robust POS lending solutions for mortgage, home equity, HELOC, consumer, and commercial loans. We develop, retain, and build lasting relationships using an informative, non-intrusive, and engaging solution. All application data is delivered directly to your existing LOS and CRM systems. The Lenderful PreQual Express tool serves as an excellent lead generation resource, allowing borrowers to complete the pre-qualification process in five minutes or less. Our Home Equity Turbo enables lenders to process and close loans within three to five days. Lenderful Solutions is Digitizing the Process so Community Banks can continue to Humanize the Experience.
M2 is a centralized, mortgage fulfillment entity that performs operational functions of mortgage lending and mortgage banking. For our member banks, we provide: a fully digital experience that begins with a well-designed customer facing POS system (Blend) that offers real-time communication; an enhanced loan origination platform (Encompass); and a centralized residential mortgage fulfillment services, including secondary market pricing, pipeline hedging, and loan operations services for both saleable and portfolio loans.
In today’s rapidly evolving financial landscape, quality assurance, tax, and advisory services are critical for financial institutions to thrive. Mauldin & Jenkins provides professional services to hundreds of financial institution clients nationwide, giving us a deep, first-hand understanding of the industry and its best practices.
»
To ensure that national banks and federal savings associations operate in a safe and sound manner, provide fair access to financial services, treat customers fairly, and comply with applicable laws and regulations.
» Ohio Capital Corporation for Housing.............occh.org ................................................ 17
OCCH, a nonprofit corporation, provides CRA Qualified tax advantaged investments to large and small banks alike. To date OCCH has invested over $4.25B in over 46,500 affordable housing units across Ohio. An investment in an OCCH sponsored equity fund meets the Investment Test under CRA while providing investors with a market rate of return through the purchase of low income housing tax credits.
Convention Exhibitors
Be sure to visit with our valued service providers for solutions and to let them know that we appreciate their support! Plus! Find out and share “What’s Your Story” along the way!
EXHIBIT HALL HOURS
Monday 5:00 pm - 6:30 pm
Tuesday 7:30 am - 8:30 am & 10:15 am - 11:00 am
Wednesday 7:30 am - 8:30 am & 10:00 am - 10:45 am
Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions to banks nationwide. As one of America’s oldest independent fiduciaries, we deliver retirement plans that run with less risk, greater efficiencies and improved outcomes.
PRI is a process and profit improvement firm that has been assisting community banks with profit and efficiency improvements since 1990. We work with OBL members to boost non-interest income and reduce non-interest expense, evaluate data processing systems (core, EFT, LOS, etc.) and negotiate contract terms, provide merger integration assistance and much more. We utilize a collaborative, hands-on approach that results in real quantifiable change and bottom line improvements.
PWCampbell is a full-service firm offering design-build, branch experience, and consulting services to the financial industry. Our vast experience lies within architecture, interior design, preconstruction, construction, branded environments, and award-winning technology solutions. Our Best in Class service and “open door” relationship with our clients are the cornerstones of the business. Backed by over a century of experience, we have the passion and vision to take your project to the next level.
QSI is the world’s largest financial reseller of NCR products . We provide turnkey delivery of ATM and ITM solutions, including professional services. Through QSI’s RMC (Remote Management Console), we offer remote managed services for operational, security and compliance requirements, including remote troubleshooting and diagnostics, software updates, patch management, EJ retrieval, anti-virus, hard drive encryption, BIOS password management, whitelisting, and marketing campaigns.
R&T Deposit Solutions provides banks, wealth managers, and trust institutions with a selection of products and services designed to meet their unique cash sweep, deposit funding, and securitiesbased lending needs.
Convention Exhibitors
Be sure to visit with our valued service providers for solutions and to let them know that we appreciate their support! Plus! Find out and share “What’s Your Story” along the way!
EXHIBIT HALL HOURS
Monday 5:00 pm - 6:30 pm
Tuesday 7:30 am - 8:30 am & 10:15 am - 11:00 am Wednesday 7:30 am - 8:30 am & 10:00 am - 10:45 am
Raisin is a bank’s outsourced digital branch; it offers a turnkey, digital solution for raising retail deposit funding. With the Raisin funding platform, banks can raise deposits from US individuals. There is no IT integration required; Raisin provides the full deposit value chain (B2C front-end, KYC/AML, ACH fund flows, reporting, customer service, etc.). These deposits are held in an administratively efficient custodial account and each customers’ funds are insured by the FDIC up to applicable limits. Banks have the same control and flexibility through the platform as they do with their own direct deposit efforts, and can leverage Raisin to test new products or source incremental liquidity without cannibalizing or repricing their direct funding base.
Rivel helps companies elevate performance through data-driven investor relations, perception studies, ESG consulting, and strategic communications. With over 30 years of expertise, Rivel empowers organizations to align stakeholders, stand out in the market, and drive long-term value.
With margin pressures, increased regulatory focus, and evolving customer preferences, it is crucial that you have access to the data and tools your bank needs to perform. At S&P Global Market Intelligence, we provide essential intelligence to help you navigate the challenges of today’s banking industry.
UFS/Safe Systems is the community bank technology
that empowers banks with purpose built,
and services.
The Small Business and Technology Development Center (SBTDC) provides management counseling and educational services to small and mid-sized businesses and promising startups. Most of our services are free of charge and all are confidential. By providing entrepreneurs with the tools they need to build and grow successful businesses, the SBTDC positively impacts the local and statewide North Carolina economy.
Spry helps you market and manage your brand with absolute efficiency. Spry is a brand optimization partner for their clients and believes in the wisdom of disciplined budget management, marketing solutions for brand expression, and thoroughly efficient brand management.
Convention Exhibitors
Be sure to visit with our valued service providers for solutions and to let them know that we appreciate their support! Plus! Find out and share “What’s Your Story” along the way!
EXHIBIT HALL HOURS
Monday 5:00 pm - 6:30 pm
Tuesday 7:30 am - 8:30 am & 10:15 am - 11:00 am
Wednesday 7:30 am - 8:30 am & 10:00 am - 10:45 am
SRM (Strategic Resource Management) has helped 1,000+ financial institutions add more than $5 billion of value to their bottom line in areas such as payments, digital transformation, core processing, artificial intelligence, digital assets, and overall operating efficiency. SRM - now in its 30th year in business - has lowered costs, created revenue opportunities, increased productivity, and provided a competitive edge for clients in an environment of constant and accelerating change.
StrategyCorps works with hundreds of financial institutions nationwide to deliver mobile and online consumer checking solutions that enhance customer engagement and increase fee income. This includes two premier products CheckingScore, an analytical tool that ranks each customers total financial productivity, and a customizable BaZing mobile rewards app that delivers thousands of local merchant discounts and name-brand national retailer offers to their mobile phone, among other protection benefits.
The Plateau Group, Inc., itself and through it’s subsidiaries, underwrites and delivers integrated insurance and debt protection products and services to help increase fee income and minimize risk. Their unique focus helps banks identify opportunities and plan for success. They support these goals with a comprehensive system including education, complete administrative support and ongoing program analysis.
Travelers Knows Financial Institutions and has dedicated policies which offer flexible insurance options. Our coverage options include D&O, EPL, Fiduciary, Cyber, Professional Liability, Financial Institution Bonds, ID Fraud Expense Reimbursement and a full portfolio of Property/Casualty coverages!
Wittenbach has been a leading provider of cash automation and security solutions since 1974. We work with select partners like Hyosung, Verint, DMP and Hamilton Security to offer fully integrated cash handling and security solutions that change the way you work, so you can focus on what matters most.
Convention Exhibitors
Be sure to visit with our valued service providers for solutions and to let them know that we appreciate their support! Plus! Find out and share “What’s Your Story” along the way!
EXHIBIT HALL HOURS
Monday 5:00 pm - 6:30 pm
Tuesday 7:30 am - 8:30 am & 10:15 am - 11:00 am
Wednesday 7:30 am - 8:30 am & 10:00 am - 10:45 am
Since 2009, Zest AI has been pioneering and perfecting AI technology with a mission to broaden access to equitable lending using smart, inclusive, and efficient AI. Serving more than $5.5T in assets with over 500 active models, Zest AI has been a proven partner to FIs, credit unions, and specialty lenders, helping them decrease risk and boost equity throughout the lending process. Zest AI supports thriving lending ecosystems with innovative, intelligent solutions across marketing, underwriting, fraud detection, lending intelligence, and more. This US-based technology as a service company is headquartered in Los Angeles, California.
The Cloister at Sea Island, GA
June 29 - July 2