Tuesday, November 15
6:00 PM – 8:00 PM
Networking Dinner for Attendees
Workshop Agenda | Wednesday, November 16
Sponsored by: Autobooks, Numerated & Tennessee Bankers Association
8:00 AM – 9:00 AM
Networking Breakfast + Registration
9:00 AM – 9:05 AM
Welcome
Michelle King, President, Bank Director
9:05 AM – 10:20 AM
Session I: Checking Up on Your Bank’s Small Business
Derik Sutton, Vice President of Marketing, Autobooks
The right data can tell us a great deal about the health of your bank’s small business vertical. Autobooks has captured incoming deposit data from sources like Zelle, Square, Venmo, PayPal and others – and in this interactive session, they share their findings – based on asset size and region – and how banks can take advantage of this information.
10:20 AM – 10:30 AM
Refreshment Break
10:30 AM – 11:45 AM
Session II: Innovate Playbooks for Driving Growth in Business Lending
Michael Desimone, Vice President of Financial Products, Numerated
Numerated, a fintech providing a digital end-to-end lending platform for all business banking products, now has over 50 bank partners and a wealth of experience in successful lending processes. In this session, Michael shares the steps, secrets and strategies you need to know when driving growth in small business lending.
11:45 AM – 12:45 PM
Networking Lunch
12:45 PM – 2:00 PM
Session III: How To Go Market and Win!
Michael Desimone, Vice President of Financial Products, Numerated
Derik Sutton, Vice President of Marketing, Autobooks
Based upon what you have learned so far from Autobooks and Numerated, attendees engage in the hands-on design of a new small business checking account and a lending product. This session leads you through the process of building a new customer experience that is more likely to attract small businesses in your market versus the competition.
2:00 PM – 2:10 PM
Refreshment Break
2:10 PM – 3:25 PM
Session IV: Looking Ahead: Next Steps to Take Back to the Bank
Michael Desimone, Vice President of Financial Products, Numerated
Derik Sutton, Vice President of Marketing, Autobooks
Moderated by: Michelle King, President, Bank Director
To close the workshop, we take what we have learned today and apply it to how you can begin implementing your small business strategy. Joining the conversation, we hear from two bank leaders who went through the process of integration, and discuss best practices and lessons learned.
3:25 PM – 3:30 PM
Concluding Remarks
Michelle King, President, Bank Director
For more information, please contact our events department directly at [email protected] or 877-397-7595.