Advisors to the financial services industry.

Conference Appearances


Speakers Conference Topic Date Location
Les Dinkin Small Business Banking Conference 2011 Taking Small Business Performance Up A Level 10th Nov 2011 Scottsdale, AZ
Darryl Demos BAI Retail Delivery The New Sales Model and Staffing Paradigm for Branch Sales 11th Oct -
13th Oct 2011		 Chicago, IL
Sherief Meleis BAI Retail Delivery Planning Committee 11th Oct -
13th Oct 2011		 Chicago, IL
Kevin Travis & Iain Anderson Cicero & Novantas Roundtable Series Year in Review: Current Landscape and Future Ramifications 1st Sep 2011 New York, NY
Les Dinkin CBA Live Best Practices for Accelerating Small Business Sales 12th Jun -
14th Jun 2011		 Orlando, FL
Kevin Travis & Iain Anderson Cicero & Novantas Roundtable Series European Regulations: Impact on US Economy 1st Jun 2011 New York, NY
Kevin Travis & Iain Anderson Cicero & Novantas Roundtable Series Next Steps in Global Financial Regulation 1st Apr 2011 New York, NY
Annetta Cortez CNW Better Manage your Small Business Lending Portfolio: 3 Practical Success Strategies 16th Mar 2011 Webinar
Sherief Meleis Best Practices in Retail Financial Services Symposium Strategies for Relationship Expansion 15th Mar 2011 Miami, FL
Hank Israel BAI Payments Connect Conference & Expo Extending Customer Relationships from the DDA Foundation 7th Mar -
9th Mar 2011		 Phoenix, AZ
Kevin Travis & Iain Anderson Cicero & Novantas Roundtable Series Financial Regulation Predictions for 2011 20th Jan 2011 New York, NY
Les Dinkin, Managing Director 15th Annual Small Business Banking Conference Re-Shaping Small Business 14th Nov -
16th Nov 2010		 Omni Fort Worth Hotel – Fort Worth, TX
Kevin Travis & Iain Anderson Cicero & Novantas Roundtable Series EU Regulations & the US Midterms 4th Nov 2010 Novantas Office New York, NY
Hank Israel BAI Retail Delivery 2010 Relationship Credit 19th Oct -
21st Oct 2010		 Las Vegas, NV
Rick Spitler BAI Retail Delivery 2010 The Relationship Approach to Retail Loan Growth — Research and Panel Discussion 19th Oct -
21st Oct 2010		 Las Vegas, NV
Kevin Travis BAI Retail Delivery 2010 Rethinking Distribution Strategy in a Mobile, Multichannel World 19th Oct -
21st Oct 2010		 Las Vegas, NV
Iain Anderson, Tim Gieles & Kevin Travis Cicero & Novantas Roundtable Financial Reform in the EU: What it Means for the US 2nd Sep 2010 New York, NY
Alla Gil International Risk Conference Macro Economic Factors 15th Jun 2010 Bryanston, South Africa
Alla Gil International Risk Conference Risk Analysis 14th Jun 2010 Bryanston, South Africa
Hank Israel 5th Annual Underbanked Financial Services Forum The Future of Checking Accounts 9th Jun -
11th Jun 2010		 Miami, FL
Alla Gil Risk Management International Conference & Exhibition Discussion: Crisis Results. Whether the Risk Management in Crisis has Helped? 20th May 2010 Moscow, Russia
Iain Anderson & Kevin Travis Cicero & Novantas Webinar Update on UK Elections: Expected Effect on World Financial Sectors 14th May 2010 Webinar
Iain Anderson & Kevin Travis Novantas & British American Business Round Table A New Political Landscape: After 2010 UK General Election 27th Apr 2010 New York, NY
Sherief Meleis BAI Checking 2.0 Executive Forum Vision & Economics for the New Checking Account 20th Apr 2010 Chicago, IL
Sherief Meleis and Hank Israel BAI Checking 2.0 Executive Forum Legislative Implications for the DDA 20th Apr 2010 Chicago, IL
Sherief Meleis BAI Checking 2.0 Executive Forum Changing Consumer Attitudes 20th Apr 2010 Chicago, IL
Alla Gil Enterprise Risk Management Symposium Effective Management of Risk and Capital 12th Apr 2010 Chicago, IL
Darryl Demos and Richard Solomon Art and Science of Pricing The Art and Science of Deposit Performance and Pricing for Community and Regional Banks 30th Mar 2010 Web Based Seminar
Annetta Cortez Bankerstuff Building Blocks of Risk Management in the Post Credit Crisis Era 25th Mar 2010 Webinar
Dave Kaytes Customer Experience Management Conference Building the Exceptional Customer Experience: Selected Case Studies 24th Mar 2010 New York, NY
Sherief Meleis and Hank Israel BAI Checking 2.0 Executive Forum Changing Consumer Attitudes 23rd Mar 2010 Atlanta, GA
Sherief Meleis and Hank Israel BAI Checking 2.0 Executive Forum Vision & Economics for the New Checking Account 23rd Mar 2010 Atlanta, GA
Sherief Meleis and Hank Israel BAI Checking 2.0 Executive Forum Legislative Implications for the DDA 23rd Mar 2010 Atlanta, GA
Annetta Cortez SourceMedia 15th Annual Best Practices in Retail Financial Services Symposium Smart Growth in Home Equity Lending 21st Mar -
23rd Mar 2010		 Orlando, FL
Alla Gil Bank Systems & Technology Integrated Risk & Performance Management in Financial Services: Promoting a Transparent Risk Management Culture 26th Jan 2010 Webinar
Sherief Meleis BAI Retail Delivery Conference Checking 2.0 — Redefining the Transaction Product at the End of the Era of Free Checking 4th Nov 2009 Boston, MA
Hank Israel BAI Retail Delivery Conference NSF / OD Fee Revenues: Building 3rd Nov 2009 Boston, MA
Michael Rice Middle Market Commercial Banking Symposium Middle-Market: Research Presentation 19th Oct 2009 Chicago, IL
Stephen Baird Middle Market Commercial Banking Symposium Emerging Sales Strategies: Positioning for the Recovery 19th Oct 2009 Chicago, IL
Les Dinkin Small Business Banking Conference Driving Profitable Business Deposit Growth by Leveraging Analytics 19th Oct 2009 Chicago, IL
Stephen Baird TMAC Conference and Trade Show for Treasury and Finance Professionals Commercial Deposits: Strategies for Success in the New Liquidity Environment 28th Sep 2009 Niagra Fall, Canada
Sherief Meleis Best Practices in Retail Financial Services Symposium After the Meltdown: Deposit Strategies for a Radical Market 17th Mar 2009 Naples, FL
Sherief Meleis BAI TransPay DDA Forum Targeting Prime Accounts 23rd Feb 2009 San Diego, CA
Les Dinkin Onsite Conference Depositors in Motion: Refining the Retail Sales Experience to Win Share 18th Dec 2008 Web Based Seminar
Rick Spitler BAI Retail Delivery Conference and Expo Deposit Issues & Innovations 20th Nov 2008 Orlando, FL
Stephen Baird Middle Market Commercial Banking Symposium 2008 Analytic Pricing: Making a Difference 10th Nov 2008 Chicago, IL
Stephen Baird Middle Market Commercial Banking Symposium Solution-Based Selling: Lessons Learned 10th Nov 2008 Chicago, IL
Michael Rice Middle Market Commercial Banking Symposium Conference Chairman 10th Nov 2008 Chicago, IL
Michael Rice Middle Market Commercial Banking Symposium New Research: Accelerating Customer Acquisition 10th Nov 2008 Chicago, IL
Les Dinkin Small Business Banking Conference Realizing Full Branch Sales Potential for Small Business 26th Oct 2008 San Diego, CA
Sherief Meleis Financial Services Marketing Symposium Deposit Marketing Strategies in a Turbulent Environment 20th Oct 2008 Lake Buena Vista, FL
Annetta Cortez and James LeVan Onsite Conference Fighting the Fires in Home Equity Lending 25th Sep 2008 Web Based Seminar
Stephen Baird & Edward Dellheim Onsite Conference Take Control of Your Commercial Deposit Portfolio: Five Techniques for Success 19th Jun 2008 Web Based Seminar
Les Dinkin Branch Banking Symposium You Get What You Pay For: How Banks Continue to Overpay for Underperformance 8th May 2008 San Diego, CA
Rick Spitler & Sherief Meleis BAI Mavericks in Banking Customer Experience 6th May 2008 Palo Alto, CA
Ron Mazursky Card Forum and Expo Co-brand’s New Frontier - Product Innovation Beyond Rewards 7th Apr 2008 Miami, FL
Robin Foote & Kevin Travis Onsite Conference Using Local Insight to Achieve Superior Deposit Performance 3rd Apr 2008 Web Based Seminar
Sherief Meleis Best Practices in Retail Financial Services Symposium Improving Branch Network Productivity 10th Mar 2008 Porte Vedra, FL
Kevin Travis Cicero Forum Evolution of Wealth Management Platforms 28th Feb 2008 Westminster, UK
Sherief Meleis BAI Retail Delivery Conference and Expo Winning in Micromarkets 13th Nov -
15th Nov 2007		 Las Vegas, NV
Robin Foote & Leo D’Acierno Onsite Conference Local Keys to Regional Marketing Effectiveness 1st Nov 2007 Web Based Seminar
Michael Rice Small Business Banking Conference Accelerating Prospecting and Customer Acquisition 28th Oct -
30th Oct 2007		 Chicago, IL
Alistair Jessiman Wealth Management & Retirement Planning Realigning Distribution Around Target Customers 28th Oct -
30th Oct 2007		 Boston, MA
Sherief Meleis BAI Webinar Riding the Crest of Online Savings: Offensive vs. Defensive Strategies 25th Oct 2007 Web Based Seminar
Rick Spitler Financial Services Marketing Symposium Refining the Marketing Plan for Maximum ROI 14th Oct -
16th Oct 2007		 Phoenix, AZ
David Riddell Welcome User Summit Realizing the Full Potential of Instant Rewards: Best Practices in Portfolio Management 2nd Oct 2007 Dubai
Les Dinkin Onsite Conference Fixing What’s Broken in Branch Sales 20th Sep 2007 Web Based Seminar
Ron Mazursky Forward Financial Information Experiences Enterprise-wide Payment Strategies: An Inside Look 5th Sep -
7th Sep 2007		 Chicago, IL
Sherief Meleis & Rick McFarland BAI Graduate School of Retail Banking Customer Segmentation in Action 21st Jul -
27th Jul 2007		 TBD
Dave Kaytes CBA Graduate School of Retail Bank Management Product Design/Pricing Strategies 15th Jul -
25th Jul 2007		 Charlottesville, VA
Robin Foote Onsite Conference Building Loyalty in a Tough Market: Lessons from the Market Leaders 7th Jul 2007 Web Based Seminar
Les Dinkin Branch Banking Symposium Improving Branch Execution in Tough Times 29th Apr -
1st May 2007		 Baltimore, MD
Les Dinkin BAI SmartTactics Conference and Expo Revitalizing Consumer and Small Business Sales in a Tough Market: Taking Branch Execution to the Next Level 23rd Apr -
25th Apr 2007		 New Orleans, LA
Rick Spitler Human Capital Institute Partnering with Business: Managing Complexity in Customer Service 15th Mar 2007 Web Based Seminar
Wayne Cutler LOMA Customer Service Conference Bringing the Customer Experience to Life 28th Feb -
2nd Mar 2007		 Las Vegas, NV
Les Dinkin Small Business Banking Summit Pragmatic Keys to Growth in Small Business Banking 7th Feb -
9th Feb 2007		 Phoenix, AZ
Les Dinkin BAI Retail Delivery Conference and Expo Focusing on the Customer Experience for Peak Sales Performance 14th Nov -
16th Nov 2006		 Las Vegas, NV
Rick Spitler BAI Retail Delivery Conference and Expo Managing Complexity— Clarifying Branch Management and Strategy for Peak Front Line Performance 14th Nov -
16th Nov 2006		 Las Vegas, NV
Sherief Meleis BAI Retail Delivery Conference and Expo Forget the Toaster: Driving Branch Traffic Through Distinctiveness 14th Nov -
16th Nov 2006		 Las Vegas, NV
Les Dinkin Small Business Banking Conference Capturing the Total Small Business Wallet 22nd Oct -
24th Oct 2006		 Baltimore, MD
Sherief Meleis BAI Graduate School of Retail Banking Deposit Product Management— Bringing in the Customer View 26th Jul -
28th Jul 2006		 Madison, WI
Dave Kaytes Consumer Banking Association Product Design & Pricing Strategies 16th Jul -
26th Jul 2006		 Charlottesville, VA
Robin Foote Retail & Financial Services Symposium Winning Market by Market: Innovation in Strategy and Management 20th Jun 2006 Boston, MA
Rick Spitler Branch Banking Symposium Driving Branch Traffic Without Free Checking Promotion 10th May -
12th May 2006		 Chicago, IL
Dave Kaytes BAI SmartTactics Conference Making the Most of Local Branch Presence 1st Apr 2006 TBD
Bruce Weiner Traveldex Let’s Get Large 9th Mar -
10th Mar 2006		 Berlin, Germany
Robin Foote Best Practices in Retail Financial Services Symposium Beyond Free Checking: Emphasizing the Customer Connection 26th Feb -
28th Feb 2006		 Indian Wells, CA
Les Dinkin BAI Retail Delivery Conference and Expo Leveraging Branch Traffic for Peak Organic Sales Growth 16th Nov 2005 TBD
Robin Foote & Rick Spitler BAI Retail Delivery Conference and Expo Free Checking Round ll: Leveraging a Growing Customer Base 14th Nov 2005 TBD
Sherief Meleis BAI Retail Delivery Conference and Expo New Deposit Strategies for a Rising Rate Environment 14th Nov 2005 TBD
Les Dinkin Small Business Banking Conference Engineering Organic Small Business Growth 27th Oct 2005 TBD
Les Dinkin Retail and Small Business Banking Conference Accelerating Branch Small Business Sales Growth 21st Sep -
23rd Sep 2005		 Pearl River, NY
Sherief Meleis BAI SmartTactics Conference Driving and Measuring Branch Sales: Balancing Science and Execution 23rd May -
25th May 2005		 TBD
Les Dinkin BAI SmartTactics Conference Keys to Mobilizing Front Line Sales 23rd May -
25th May 2005		 TBD
Les Dinkin Branch Banking Symposium Top performing branches are made, not born 4th May -
6th May 2005		 Chicago, IL
Rick Spitler & Sherief Meleis BAI Retail Delivery Conference and Expo Pricing for Profitability and Growth — Strategies for Today’s Rate Environment 17th Nov 2004 TBD

Conferences