American Banker/RMA 8th Annual Small Business Banking Conference: October 22-24, 2003

RMA Journal, The, Oct, 2003

Baltimore Marriott Waterfront * Baltimore, MD

For more information on sponsorship and exhibit opportunities, please call John Del Mauro at 212-803-6062 or e-mail at john.delmauro@thomsonmedia.com.

Wednesday, October 22, 2003

1:00 Registration Opens

2:00-5:00 Optional Pre-Conference Workshop

You need to register in advance to attend workshops.

How to Develop a Stronger Retail Partnership to Accelerate Small Business Sales

Martha Crawford, Managing Consultant NBW CONSULTING GROUP

Les Dinkin, Managing Principal NBW CONSULTING

Ellen Keeter SVP, Small Business Sales and Marketing Executive, BANK OF AMERICA CORPORATION

Marshall St. Clair SVP, Director, Small Business Segment Management FLEETBOSTON FINANCIAL

Thursday, October 23, 2003

7:30--8:00 Registration and Continental Breakfast in Exhibit Hall

8:00 Chairman's Opening Remarks Len Williams, President, Business Banking KEYCORP

8:15 Keynote Address Jay Sidhu, President, Chairman and CEO SOVEREIGN BANCORP

9:00 Keynote Address Bonita Walsh EVP & Senior Managing Director, Commercial Markets Small Business Group CITIBANK

9:45-10:30 Morning Networking and Refreshment Break in Exhibit Hall

10:30 Channel-Surfing for Financial Services: Our Clients Hold the Remote Len Williams, President, Business Banking KEYBANK

11:15 Increasing Sales From Stronger Retail Integration

Moderator: Les Dinkin, Managing Principal HBW CONSULTING

PANELISTS TO BE ANNOUNCED

12:15-1:45 Luncheon for All Participants

AFTERNOON TRACK SESSIONS

1:45

MARKETING TRACK

Insights into small Business Customer Loyalty

Karen Smart SVP, Director of Marketing, Business Banking PNC BANK

John Warrillow, Founder, WARRILOW AND CO.

SALES MANAGEMENT TRACK

Small Business Treasury Management = Untapped Opportunity

Robin Nenninger, SVP and Division Manager of Treasury Management and Deposit Sales U.S. BANCORP

CREDIT LENDING TRACK

Pros and Cons of Centralized Underwriting--Rewards and Trade-offs for High Dollar Exposures

Roger Davidson, SVP, BANK ONE

Mark H. Weber, SVP, PNC BANK NA

2:30

MARKETING TRACK

How Financial Institutions Can Target Women and Minority Business Owners

Moderator: Nick Miller, President CLARITY ADVANTAGE

Panelists: Lori Chillingworth SVP, Womens Financial Group ZIONS BANCORPORATION

Linda Forte, SVR Business Banking COMERICA

Rebecca Macieira-Kaufmann EVP, Business Banking WELLS FARGO & COMPANY

SALES MANAGEMENT TRACK

10-10-1 and Other Sales Process Secrets Frederick R. Kulikowski SVP, Business Banking M&T BANK

CREDIT LENDING TRACK

Fraud Prevention in Small Business Origination--Both Credit and Deposit Kirk Jacobson, SVP, KEYBANK

3:15-4:00 Afternoon Networking and Refreshment Break in Exhibit Hall

4:00

MARKETING TRACK

Save a Bundle without Having To Buy One ... And Other Lessons of Product Packaging

Heidi Tucker, SVP, Small Business Marketing BANIK OF AMERICA CORPORATION

SALES MANAGEMENT TRACK

Staying Focused on the Expectations of Sales Management

Randy E. Weaver, SVP, Product Development Manager, Small Business Banking BD&T CORPORATION

CREDIT LENDING TRACK

Scored Portfolio Performance in 2003 George Buchanan, SVP, AMSOUTH BANK

John O'Connor, Practice Manager BENCHMARK CONSULTING INTERNATIONAL

4:45

MARKETING TRACK

Small Business Growth through Acquisition

Mark Luppi, EVP, Business Banking CITIZENS BANK

SALES MANAGEMENT TRACK

Making The Remote Banker Model Work

Moderator: Charles Wendel, President FINANCIAL INSTITUTIONS CONSULTING

Panelists:

Kristin Laprise, SVP, Division Leader for Business Sales, Wachovia Direct Access WACHOVIA BANK

Kathy Matthews, SVP, KEYBANK

CREDIT LENDING TRACK

Impact of the Basel Accord on Small Business Portfolios Terry L. Jewell, Senior Vice President PNC BANK

5:30-7:00 Conference Adjourns for the Day Followed by a Networking Reception in Exhibit Hall

Friday, October 24, 2003

7:30-8:00 Continental Breakfast

8:00 Chairman's Recap of Day One

8:15 Keynote Address: Improving Client Service while Building Profitability

Norman DeLuca, Managing Director and Head of Business Financial Services FLEETBOSTON FINANCIAL

9:00 Service Anytime: Serving Small Business Customer Needs 24/7: Through the Online, Telephone and ATM Channels

Stefanie Shelley SVP, eBusiness, Small Business JP MORGAN CHASE

9:45-10:30 Networking and Refreshment Break in Exhibit Hall

10:30 Incentive Drives Revenue: A Case Study on the Success of North Fork Banks Small Business Incentive Plan

Nancy Foster SVP, Small Business Banking NORTH FORK BANK

11:15 SMB's-The Real Deal Jean Burkhart, VP, Visa Business, VISA USA

12:00 Small Business Owner Panel

Moderator: Robert Neuhaus, Principal GREENWICH ASSOCIATES

Panelists: Kim Wagner, Vice President, TRI-TRONICS

Don Danneman, President DANNEMAN'S AUTO SERVICE, INC.

12:45 Conference Concludes