7:00 AM – 8:00 AM
Breakfast & Registration
8:00 AM – 8:15 AM
Welcome
Eric Weikart, Partner, Cornerstone Advisors, Inc.
Michelle King, Chief Marketing Officer, Bank Director
8:15 AM – 9:20 AM
A Metrics Driven Performance Program
Ryan Brogan, Senior Consultant, Cornerstone Advisors, Inc.
Michelle King, Chief Marketing Officer, Bank Director
A metrics-driven performance measurement program builds awareness and understanding of what is most important for the bank. In this discussion, we share best practices and explore what to measure to foster a successful program.
- Learn how to enforce strong efficiency and performance disciplines without starving key strategic investments in areas such as IT, marketing, customer experience and the talent necessary to scale the bank further
- Understand the importance of gathering business unit efficiency, growth, risk and customer experience metrics across all areas of the bank
- Receive competitive data to build your growth strategy
9:20 AM – 10:35 AM
Peer Data and Methodology Discussion
Thomas Milillo, Consultant, Cornerstone Advisors, Inc.
Cornerstone shares data collected from attendees with their Performance Vault platform, reviews steps to implement a sound performance management discipline and assigns afternoon breakout teams and discussion topics.
10:35 AM – 10:55 AM
Refreshment Break
10:55 AM – 12:05 PM
Harnessing the Power of Data and Technology
Breakout Exercise I: Retail Scorecard Creation & Best Practices
Ryan Brogan, Senior Consultant, Cornerstone Advisors, Inc.
In this working session, Cornerstone leads individual groups through scorecard setup for specific retail departments/lines of business and discusses targets in staffing, service and efficiency based upon each bank’s strategy. Best practices and strategies are discussed around process, technology and organizational structure.
12:05 PM – 1:05 PM
Networking Lunch
1:05 PM – 2:20 PM
Harnessing the Power of Data and Technology
Breakout Exercise II: Commercial Scorecard Creation & Best Practices
Ryan Brogan, Senior Consultant, Cornerstone Advisors, Inc.
In this afternoon session, Cornerstone leads individual groups through scorecard setup for specific commercial departments/lines of business and discusses targets in staffing, service and efficiency based upon each bank’s strategy. Best practices and strategies are discussed around process, technology and organizational structure.
2:20 PM – 2:35 PM
Refreshment Break
2:35 PM – 3:15 PM
Operations Scorecard Creation and Best Practices
Eric Weikart, Partner, Cornerstone Advisors, Inc.
3:10 PM – 3:40 PM
Board Performance Metrics
Michelle King, Chief Marketing Officer, Bank Director
How do you assess and improve the performance of your board? Bank Director offers a Board Performance Survey that is designed to provide an independent review of your board’s effectiveness utilizing confidential surveys of your individual directors. In this session, learn how this self-evaluation tool can impart strategic direction to your board.
3:40 PM – 4:00 PM
Wrap-Up and Adjourn
5:00 PM – 6:00 PM
Networking Peer & Guest Reception
To end the day, join Bank Director, Cornerstone and the attendees of Bank Director’s Bank Audit & Risk Committees Conference for a networking reception with your peers.