Program

Content for Every Bank Marketer

At ABA’s Bank Marketing Conference, you’ll explore relevant, data-driven sessions designed to help you succeed in your role. With several concurrent program tracks to choose from, including 18 breakout sessions, there’s something robust for everyone. Content is applicable for banks of all sizes:

NEW: Dedicated deposit track
Customer experience
Data and analytics
Marketing leadership

2025 Schedule

All times in CT.

Mon, Sept 15
Tues, Sept 16
Wed, Sept 17

Mon, Sept 15

7:30 AM – 5:30 PM	Conference Registration
8:00 AM – 10:30 AM	PRE-CONFERENCE WORKSHOPS
10:45 AM – 11:30 AM	New Attendee Welcome Orientation
12:00 PM – 1:15 PM	ABA x The Girl Banker Brunch
1:30 PM – 2:30 PM	OPENING GENERAL SESSION
2:45 PM – 3:45 PM	BREAKOUT SESSIONS I Smart segmentation for savvy marketers In 2025, META and Google eliminated key audience tools – while privacy regulations and ad platform restrictions continue to evolve. Without smart segmentation, marketing dollars are wasted and growth stalls. Marketers need to know how to reach the right audiences, right now. Learn strategies for segmenting audiences using first-party data, best practices for cross-selling and focus on understanding key metrics. Discover how marketing automation can make a difference and focus on how to measure and improve lead quality. Tim Whitley, Partner & Co-Founder, mhp.si Whitney Burgess Scales, Shareholder, VP of Marketing Strategy, mhp.si Use fraud awareness to drive engagement and business growth Fraud is a growing threat, affecting financial institutions and their account holders with increasingly sophisticated tactics. Fraud awareness is a strategic opportunity to engage customers, build trust and transform fraud awareness into a growth tool for your institution. This session will equip you with ways to integrate fraud awareness into your marketing strategies to drive deeper engagement and measurable growth. Learn the role of fraud awareness in marketing, overcome fears about fraud education overload and take practical steps to implement a fraud awareness strategy. Daniel Szabo, President, Company Founder, eFraud Prevention
4:00 PM – 5:00 PM	BREAKOUT SESSIONS II
5:00 PM – 6:00 PM	Party in The Hub

Tues, Sept 16

7:00 AM – 5:15 PM	Conference Registration
8:00 AM – 8:30 AM	POWER BREAKFASTS
8:30 AM – 9:30 AM	GENERAL SESSION
9:30 AM – 10:30 AM	Break in the Hub
10:30 AM – 11:30 AM	BREAKOUT SESSIONS III Use data to drive ROI, customer retention and growth Banks face an increasingly competitive and complex environment where every dollar invested to drive customer profitability matters. In this session, discover how data-driven insights — revealing the intersection of product portfolios, consumer behavior and customer relationship factors — are fundamental for developing cost-effective marketing strategies that drive profitable relationship expansion and retention. Learn how one bank improved cross-selling and upselling efforts over $270M in deposit and loan balances in six months, and how you can apply their approach at your bank. Sean Sanchez, VP, Head of Client Services, FirstBank Aaron Chestnut, EVP, Sr. Strategist, Infusion Segment, measure and drive growth with core data Transaction and core data tell us a lot about a customer, from unmet or externally met needs to levels of adoption with products and services. When analyzed, the data reveals insights that can be used to produce more effective campaigns that drive measurable growth results. Learn how and why to segment intelligent audiences based on need and product adoption. Focus on how core data can help you gain a more complete view of the customer, and measure growth results from campaigns. Brian Bauer, CEO, Revio Insight Lee Lamb, VP of Marketing and Brand, CCBank
11:30 AM – 12:45 PM	LUNCH AND GENERAL SESSION
12:45 PM – 1:45 PM	Dessert in the Hub
1:45 PM – 2:45 PM	BREAKOUT SESSIONS IV Sales enablement in action There are no cutting-edge tools that will solve your bank’s sales problem if your employees aren’t selling your bank. Branch foot traffic has been declining, so it’s important that banks find creative ways to engage and motivate employees to be effective salespeople. In this session, learn different approaches banks are taking – including one that generated an additional $40M in face business per year with its sales referral contest. Discover how to use your brand and product positioning, education, communication and customer experience to enable better sales. Michael Brauer, Data Analytics Officer, Security National Bank Troy Steensen, VP of Marketing, Security National Bank Craig Rodenberger, SVP, Chief Marketing Officer, Ephrata National Bank
2:45 PM – 3:45 PM	Break in the Hub
3:45 PM – 5:00 PM	Peer Roundtable Discussions
5:00 PM – 6:00 PM	TUESDAY EVENING RECEPTION

Wed, Sept 17

7:00 AM – 11:30 AM	Conference Registration
7:45 AM – 8:15 AM	POWER BREAKFASTS
8:15 AM – 9:15 AM	BREAKOUT SESSIONS V
9:15 AM – 10:15 AM	Break in the Hub
10:15 AM – 11:15 AM	BREAKOUT SESSIONS VI
11:30 AM – 12:30 PM	CLOSING GENERAL SESSION

This program is subject to change. Please bookmark this page to check for continuing updates. Read ABA Conference and School Policies to help answer additional questions.

Program | Bank Marketing Conference

Content for Every Bank Marketer

2025 Schedule

Mon, Sept 15

Tues, Sept 16

Wed, Sept 17

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