Resources

Wolf & Company’s – Future of Banking Strategy Symposium Virtual Roundtable

Date

June 23, 2021, 1:00 pm - 3:00 pm

Presenters

Marco Bernasconi, President – North Brookfield Savings Bank

Matt Burke, Co-President – Cape Cod Five

J. Jeffrey Sullivan, President & CEO – New Valley Trust Bank

Jay Tuli, President – Leader Bank

Alan Lloyd, Principal – Wolf & Company, P.C.ย 

 

 

Description

Location: Zoom

Based on the rapidly changing financial landscape (including lasting impacts from COVID-19), the development and deployment of advanced technology, and increasing pressure from new competitors, itโ€™s essential for community financial institutions to understand their core competencies and establish a strategy that ensures success.

During our Banking Strategy Symposium, experts will gather to discuss the most pressing issues impacting financial services today. Guided by a panel of industry leaders and executives, weโ€™ll dive into current opportunities for enhanced growth and ways to prepare for potential threats on the horizon. Bankers and attendees will also share their real-time challenges and showcase how theyโ€™re navigating these obstacles. Through informative discussions and engaging presentations, youโ€™ll learn methods to leverage technology to improve customer relationships and better align your organizationโ€™s strategic initiatives.

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