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Strategies to help you navigate industry transformation

June 29, 2021 | 10 am - 2:30 pm ET

In the wake of the Covid-19 crisis, the banking industry finds itself at a crossroads.

The traditional banking model was already being challenged pre-Covid by persistently low interest rates, increased regulation and digitalization. Now, changing consumer behaviors, new workforce considerations and non-traditional competitors are creating a perfect storm of disruption. How is your bank preparing to compete?

Join other CEOs, CFOs and board members from banks and credit unions across the country for a robust, interactive discussion on the key drivers forcing change in the banking industry.


Gain invaluable insights to critical questions that will help you build a more resilient business model, including:

What long-held business assumptions will be changed post-Covid, and how will they impact your leadership decisions?

With consumers becoming more comfortable banking online, what is the future of the bank branch?

What will drive customer loyalty for banks as non-traditional competitors enter the market?

How are smart banks rethinking their balance sheets to cut costs and create efficiencies?


Bruce Van Saun, Chairman and CEO, Citizens Financial Group

Bruce Van Saun is Chairman and CEO of Citizens Financial Group, Inc, a large regional bank serving more than five million consumer and business customers. Bruce led Citizens to a successful initial public offering in September 2014, and full independence from Royal Bank of Scotland in October 2015. Selected as “Banker of the Year” by American Banker in 2019, Bruce has more than 30 years of experience in financial services, including previous senior positions with Bank of New York and later Bank of New York Mellon, Deutsche Bank, Wasserstein Perella Group and Kidder Peabody & Co. He is currently a director of Moody’s Corporation, sits on the Federal Reserve Bank of Boston board, and is a board member for the Bank Policy Institute and The Clearing House Supervisory Board.


Inspiring Speakers

C-suite executives, board members and industry experts will share lessons learned through a year of disruption to help you lead with confidence in the year ahead.

Peer Roundtables

Join your peers for small group discussions to gain answers on how other banking leaders are confronting challenges and leveraging change to strengthen performance.


No pre-recorded sessions. Experts will answer your most urgent questions during our continuous stream of live presentations, panels and interactive Q&A.

Now is the time to redefine your bank’s value in today’s shifting market. Join your industry peers online on June 29 to get started.


Single Ticket
$ 495
  • Live event access
  • On-demand access for 30 days



Strategic Planning Workshop

1:00 - 5:00 pm

Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process

Executives expressed frustration with their current strategic planning process. Issues include:

  1. Lack of systematic approach (70%)
  2. Laundry lists without prioritization (68%)
  3. Decisions based on personalities rather than facts and information (65%)


Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns.  They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning.  Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process.  This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented.  If you are ready for a Strategic Planning tune-up, select this workshop in your registration form.  The additional fee of $695 will be added to your total.

To sign up, select this option in your registration form. Additional fee of $695 will be added to your total.

New York, NY: ​​​Chief Executive's Corporate Citizenship Awards 2017

Women in Leadership Seminar and Peer Discussion

2:00 - 5:00 pm

Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations. 

Limited space available.

To sign up, select this option in your registration form. Additional fee of $495 will be added to your total.

Golf Outing

10:30 - 5:00 pm
General’s Retreat at Hermitage Golf Course
Sponsored by UBS

General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.

The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.

To sign up, select this option in your registration form. Additional fee of $295 will be added to your total.