Popular Presentations 
Selected Day Long (6 hours of content) Seminars Emerging Trends in Payments Processing A sweeping look at the changes going on in how payments are made, and the risks and rewards of banks staying in the payments business. Constantly updated, this session is designed to be the latest word in payments, to keep bankers on their toes. Generally, the sponsoring organization is able to offer ACH Continuing Education credits. Contingency Planning Continues to be a hot topic with the regulators. My presentation is designed to provide guidance in developing, testing, and maintaining an adequate plan. I cover new trends, such as personal contingency planning, and the impact of new technologies, like remote capture, on the contingency planning process. Keynote and Headline Presentations (1-2 hours depending on your needs and the topic) Managing Your Technology Resources - The Human Element So much of the focus in today's banking environment is on the technology. Yet, without the proper management and staff in place, your systems will never be able to help your organization reach its strategic goals. This session looks at hiring, managing, and motivating an operations and technology workforce. Developing A Distributed Capture Strategy The transaction processing landscape is changing rapidly. One key new technology is distributed capture - processing items as near the point of origin as possible, whether through branch or merchant capture systems. Participants will gain a clear understanding of the impact of such technologies, and leave the session with excellent guidelines on managing their bank's efforts to support such technologies. Successfully Implementing Merchant Capture. Many banks have signed up with a merchant capture provider, only to find that acceptance among their customer base is less than spectacular. While demand from selected customers may be obvious, there are likely many more customers who would benefit from merchant capture if properly educated. This session will present a concise methodology for identifying prospects, developing an implementation plan that works, and educating employees and customers about the benefits of merchant capture. Five Keys to Effective Branch Capture Implementation. Distributing item capture to your branches seems to offer tremendous opportunity for improved efficiencies and reduced costs. However, many banks become frustrated with less than ideal results. This session will present several key ideas to help your bank get the most from your branch capture investment. Topics will include planning for implementation, employee training, workflow tips, and methods for understanding the true value of branch capture. Challenges of Electronic File Management Increasingly, all transactions are moving to electronic forms. In the past, on-us checks (Inclearings) arrived each morning via courier – now they flow as images to a folder on the bank's network and await further processing. In a similar way, customer deposits and branch work was transported to a central site, at selected times of the day. Now, such work flows in to the central site in a persistent electronic stream. In addition to the challenges of tracking the flow of this work, new opportunities exist to enhance processing, expedite clearing, and reduce transaction costs. Existing bank practices, procedures and systems, designed years ago to coordinate the flow of physical documents and reports, may not adequately address an electronic "virtual" environment. This session will discuss key ways that paper work is transitioning to electronic, and discuss the opportunities and challenges that must be addressed. Participants will leave with a clear idea of how to address the operational, procedural, and risk management aspects of electronic file management. Is an ATM Your New Branch Model? New advances in ATM technology allow for the deposit of items as electronic images. No more empty envelopes! After inserting their ATM/Debit card and validating their identity, customers simply insert checks to be deposited into a reader in the ATM. MICR and image information is lifted, and a deposit created. Such an environment has implications for fraud reduction, expedited processing and presentment, inexpensive geographic expansion, and enhanced cross-sell through better information about the consumer. Participants will leave with an understanding of the process, and guidelines to evaluate the potential benefits of these devices in their environment. Consumer and Small Business Remote Deposit Capture: A New Model While the topic of Remote Deposit Capture (RDC) has been more than adequately covered, a variant of this technology allows individuals and very low volume businesses to take advantage of existing scanning equipment such as flat bed scanners, multifunction printers, or even digital cameras to quickly and easily deposit checks from their home or office, or even while traveling. Key constituencies for this technology include high net worth individuals, tradesman, and multi-level marketing sales forces. This session is designed to help banks build a strategy for implementing a consumer RDC solution that can increase customer loyalty, reduce costs, and perhaps raise core deposits. Marketing Topics I am well qualified to provide insight into the effective marketing of new products and services, using proven methods, and integrating today's new social networking tools (Facebook, twitter, etc.) as marketing channels. Generally, I will fine tune a presentation for your audience (CEO, Operations, Marketing) and incorporate local or regional opportunites if appropriate. Contingency Planning with an Emphasis on the Planning All banks understand the regulatory components of contingency planning, but do they really understand the need for a truly viable disaster recovery and contingency plan? This session is designed to create awareness among senior executives regarding the need to develop, test, and maintain an enterprise wide business recovery solution. Rural Economic Revitalization Drawing on my volunteer work with the CrossRoads Coalition, an economic development effort sponsored by the University of Arkansas, I have developed presentations to address how small towns can initiate efforts to revitalize their local economies. One component of my work is a targeted presentation called "Small Towns and Small Banks" that is focused on CEOs of community banks and talks specifically as to how these banks can be catalysts for change. Motivational and Entertaining Presentations This Stuff Doesn't Work A humorous look at modern technology, both business and consumer electronics, that helps the audience understand the real challenges of delivering and supporting customer facing technologies. It helps to laugh, because sometimes the pain is very real as banks try to bring their customers into the modern world. Yet, the benefits of deploying new technologies like on-line cash management are very real to banks and their customers. Realizing the Benefits of a Motivated Workforce Passive or active management? The choice is yours . . . but smart managers will actively manage their charges so as to impart a sense of value to them. The result is a motivational level that improves morale and efficiency. This session seeks to teach motivational management through real life examples and audience interaction. | 
