Correspondent Blog

CBA Live is a key event for the retail banking sector, offering insights into the latest industry trends, compliance updates, and technological innovations. Attendees can engage in workshops, keynote sessions, and networking opportunities with over 1,700 industry professionals. 80+ hours of programing.   See last year’s write-up HERE.

This premier forum focuses on strategic issues facing community banks, exploring opportunities for profitability, strategic growth, and response to market forces through panel discussions, networking, and presentations. Through panel discussions, networking events, and one-on-one conversations, you’ll walk away with solutions for today and a vision for tomorrow. Discuss strategy, differentiation, and performance, while listening to…

Dive into insights on important revenue drivers—profitability, human capital, technology and innovation, payments, CRE lending and CFO-focused topics.

This is the most practical marketing conference in the banking industry and not just for bank marketers. C-level bank executives can use this conference to understand how marketing can play a critical role in strategy, pricing, product management and driving business. It is likely your bank is not doing enough marketing and this is the…

Money 20/20 is the world’s leading, premium content, sales and networking platform for the global money ecosystem. While content is a little hard to digest given the short nature of most of the sessions, the conference is fantastic for networking, learning about new payment trends and prospecting for payment bankers. From in-depth analytics to inspirational…

Jamie Dimon will be there. Full Stop. This is enough to go. In addition to hearing directly from America’s top banker, learn from Adena Friedman, NASDAQ Chair and Sharon Bowen, NYSE Chair, on the future of markets.  Hear the latest on why you need instant payments, an election update, an overview of our current geopolitical…

Commercial Real Estate and Finance Professionals network opportunities and industry trends

This retreat is designed to promote engagement and strengthen business relationships with your peers and the TPI faculty.

The presenters, particularly the regulators scheduled to speak from the FDIC and the Department of Justice, will offer a clear view of current industry challenges, which can be extremely beneficial when developing messaging once you return home.  From a community standpoint, it’s a great opportunity to see old friends and discover what industry peers are doing…

Dreamforce, and Salesforce in general, can be overwhelming. If someone from your bank is attending Dreamforce in San Francisco, September 17-19, we want to meetup during the conference! We can compare notes on jet lag, marketing, business process automation, using the CRM, Salesforce governance, nCino, Marketing Cloud, the Customer Experience platform, and how banks best…

How to Win & Retain More Profitable Customers If you’re a community bank lender or executive in Oklahoma, you’re invited to our lender lunch in OKC on August 20th, 2024. You’ll learn how our team at SouthState Bank and other regional competitors are doing the following: Refinancing existing clients to lower the borrower’s rate, increase…