Future Branches 2016

November 29 - December 01, 2016

San Diego Marriott La Jolla, CA

+1 (888) 482.6012

Speakers

Oscar 'Dub' Nelson
 Oscar 'Dub' Nelson 
Senior Retail Branch Network Vice President 
E*TRADE
As SVP of the Retail Branch Network, Dub Nelson oversees E*TRADE’s branch network, as well as the Fixed Income Sales Desk, and the Principal Review team. Prior to joining E*TRADE, Mr. Nelson spent 23 years with Fidelity Investments, serving in various senior executive positions, including SVP of Enterprise Operations and SVP of the Business Services Group. Prior to these roles he served as Head of Branch Operations and VP of Premium and Private Access at Fidelity. Mr. Nelson received his BBA in Marketing from The University of Texas at Arlington, and completed Wharton’s Executive Education Program for Securities Professionals. He currently serves on the Advisory Board for the Center of Business Excellence at Miami University, as well as the board of the Advancing Fund Governance Organization. He is an active member of the Business Leaders Alliance of Cincinnati. He holds series 6, 7, 24, 26, and 63 licenses.
Joseph Vietri
 Joseph Vietri 
Senior Retail and Independent Branch Network Vice President 
Charles Schwab
Joe Vietri is head of Schwab’s branch network and acquisition delivery, managing more than 2000 employees in more than 300 branches throughout the country. Joe also heads Schwab’s Independent Branch initiative, designed to expand Schwab’s retail branch footprint through a franchise model in local markets. Prior to this role, Joe served as Chief Executive Officer at optionsXpress, a subsidiary of the Charles Schwab Corporation, headquartered in Chicago, providing brokerage services for options, stocks, futures, mutual funds, and fixed income investments in the United States and internationally. Since joining Schwab in 1994, Joe has held a variety of leadership roles, including SVP, Advisor Services Trading and Operations located in Phoenix. In this role, Joe oversaw over 900 client-facing employees partnering with advisors to answer questions and provide back office support. Joe has also held roles leading Specialty Sales & Investor Business Development teams for the Schwab Investor Services organization responsible for Schwab’s specialized sales functions for active traders, fixed income, as well as telephone-based acquisition teams and complimentary portfolio consultation teams. In addition to his extensive leadership experience, Joe also held a variety of client facing positions within the Retail enterprise, including Vice President of Mortgage Products where he managed all aspects of Schwab’s online mortgage offering in a strategic co-marketing relationship with E-LOAN Inc. From 2001 to 2006, he served as Vice President of Active Trader Sales, which included telephone based sales teams and Active Trader Consultants in 16 strategic U.S. markets. Joe holds a Bachelor of Science degree in Agricultural Business from California Polytechnic State University San Luis Obispo. Joe has completed NASD licensing for Series 3, 7, 63 and has a brokerage principal under Series 24.
Greg Peter
 Greg Peter 
Head of Store Strategy and Transformation 
TD Bank
Joining TD Bank in 2015 to become Head of Store Strategy and Transformation, Greg is focused on the design and delivery of the next generation of TD's distribution network and Store capabilities. His responsibilities include distribution strategy development, Store transformation and Store infrastructure and solutions. Much of Greg's early career was spent at Capital One Financial where Greg led marketing analytics teams, managed key retail partnerships and served as a credit policy executive for the organization's growing Small Business segment. Fueled by a passion to combine consumer insight with the tangible world of retail distribution, in 2010 Greg jumped at the opportunity to build a new network strategy and analytics function. Greg graduated from Duke University with an undergraduate degree in Physics and earned an MBA from the Fuqua School of Business where he was a Fuqua Scholar. He resides with his family in Moorestown, NJ.
Dan Mercurio
 Dan Mercurio 
Head of Consumer Banking 
Cambridge Savings Bank
A graduate of Assumption College in Worcester, MA, Dan began his career as a Branch Manager at Fleet Bank in Boston. After learning the fundamentals of banking, he made the move to Wachovia Bank in Charlotte, NC, to pursue various retail management roles. After several years living in the South, he was called back to New England for an opportunity managing the sales and service process for Santander Bank in Boston. After a number of years at national and regional banks, Dan joined Cambridge Savings Bank (CSB) in 2013. Dan manages CSB’s Consumer & Small Business Banking Group and oversees all the operations related to the retail branch network, customer contact center, and the residential, consumer and small business lending groups. Additionally, Dan was responsible for the recent development and introduction of Connect Invest – a unique and innovative digital investment management program that he currently oversees. In addition to his role with CSB, Dan serves on the board of directors of Cambridge Family and Children Services; an organization that is committed to strengthening families in cities and towns across Massachusetts by offering a variety of support programs. Dan resides in Natick, MA with his wife and two children.
Aser Rodriguez
 Aser Rodriguez 
Managing Director - Retail Strategy & Operations 
TD Ameritrade
Kevin Whitman
 Kevin Whitman 
Vice President, Integrated Channel Strategy Manager 
Fifth Third Bank
Brian McEvoy
 Brian McEvoy 
Director, Retail Branch Channel 
Synovus
Brian McEvoy is the Director of Retail Branch Strategy for Synovus Financial Corp, which he joined in October 2015. Brian resides with his wife, Rene, and their 3 children in Columbus, GA, but spends many of his days traveling Synovus’ five-state Southeastern footprint. A 20-year industry veteran and graduate of the Boston University School of Management, Brian spent the beginning of his career in retail banking, leading branch and regional sales teams. For the past several years, Brian has held a number of leadership roles in sales strategy and branch transformation. At Synovus, Brian’s team is responsible for distribution strategy, retail design, staffing models, and transaction automation.
Doug Sprecher
 Doug Sprecher 
Senior Branch and ATM Strategy Vice President 
First Citizens Bank
Joe Jentgen
 Joe Jentgen 
Marketing Vice President 
Partners 1st Credit Union
Stephen Griffin
 Stephen Griffin 
SR VP Retail Distribution Strategy 
Regions
Gren Blackall
 Gren Blackall 
Principal 
Bank Strategic Consulting
Gren Blackall has held C-level executive positions in financial institutions and community non-profits, and currently serves as a bank consultant. He has led efforts around business and retail organic customer growth, small business services, marketing with emphasis on data and customer engagement, cash management, MIS/CRM, profitability, product design, social media, technology, and strategic assessment/planning. Gren has written over 1,200 bank "thought leader" articles and has been a frequent presenter. Gren earned a Math BS from Yale and an MBA from UCLA. He is Board Treasurer of Avesta Housing, northern New England’s largest affordable housing developer and manager. Today Gren lives in Maine with his wife and two dogs.
Steven Esposito
 Steven Esposito 
Retail Banking Director 
American National Bank
Steve Esposito is the First Vice President, Director of Retail of American National Bank headquartered in Omaha, Nebraska. He oversees a network of 39 locations throughout Nebraska, Iowa and Minnesota. He is responsible for driving growth to deliver the breadth of American National Banks’ Retail Line of Business including customer service and loyalty delivery systems, deposit and loan growth, employee enrichment, education and training, new product research & development and efficiency enhancements.

Prior to joining American National Bank, Esposito was the Senior Vice President, Market Manager for Guaranty Bank in Milwaukee where he was responsible for 41 Retail Branches across Wisconsin. He also worked for Associated Bank, a $29 Billion asset bank overseeing 14 Retail Branch locations in Madison, WI, creating strategy, aligning resources, building operations and staffing models to better organize business priorities. Esposito was instrumental in placing the foundation for Retail’s sales and service culture which transformed the retail business and initiated a partner referral program across all lines of business. Esposito has been an active member in the communities he’s worked, serving on boards and working with non-profits which include the American Cancer Society, Jobs For Youth and The Executives’ Club of Chicago; just to name a few.
Brad Calhoun
 Brad Calhoun 
Head of Retail 
First Tech Federal Credit Union
Brad Calhoun is the Head of Retail and Senior Vice President for Mountain View, California-based First Tech Federal Credit Union, one of the largest credit unions in the United States with $9.1 billion in assets. In the past few years, Brad has led First Tech’s branch redesign concept called “branch of the future” to make the environment and experience more consultative for its tech-savvy member base. Besides his commitment to excellent member service, Calhoun is committed to his local community by serving as a board member for Junior Achievement of Washington. Prior to First Tech, Calhoun served in several senior retail leadership roles while at Bank of America after earning his BA in Business Administration from California Baptist University. Brad resides in Seattle, Washington, with his family. When not working, Brad loves to be outdoors with his family, and can never turn down golf.
Jonathan Brouse
 Jonathan Brouse 
Branch Administration Vice President 
Mountain America Federal Credit Union
Jonathan Brouse is the Vice President of Branch Administration with Mountain America Credit Union based in West Jordan, Utah. He graduated with a B.S. in Business Administration/Marketing from Southern Utah University and was an Honors Graduate from Western CUNA Management School. At Mountain America he was part of a team that created, developed, and implemented the credit union’s “Universal Model” branch. This implementation, which was nearly 3 years in the making, resulted in 15 fully functional branches complete the with new footprint and trained staff. These branches have seen Member Satisfaction Scores consistently 5% higher than their traditional branches, and have been more productive and efficient in nearly every performance metric. Jonathan has worked in banking and finance for 15 years. He relocated his family five times across three states in just twelve years as he was asked to take on various responsibilities. He began in consumer finance, then worked for one of the nation’s big banks, and finally found his home with a credit union that shares his passion for helping people improve their financial situations. He has been with Mountain America for five years. Having had success with branches in different markets, and with companies having different objectives, he has broad experience to staff, train, and support the branch of the future.
Sydney Webb
 Sydney Webb 
Vice President of Service Delivery 
Apple Federal Credit Union
Mark A Hamid
 Mark A Hamid 
Vice President, Retail Delivery 
Firstlight Federal Credit Union
Jonathan Brouse is the Vice President of Branch Administration with Mountain America Credit Union based in West Jordan, Utah. He graduated with a B.S. in Business Administration/Marketing from Southern Utah University and was an Honors Graduate from Western CUNA Management School. At Mountain America he was part of a team that created, developed, and implemented the credit union’s “Universal Model” branch. This implementation, which was nearly 3 years in the making, resulted in 15 fully functional branches complete the with new footprint and trained staff. These branches have seen Member Satisfaction Scores consistently 5% higher than their traditional branches, and have been more productive and efficient in nearly every performance metric. Jonathan has worked in banking and finance for 15 years. He relocated his family five times across three states in just twelve years as he was asked to take on various responsibilities. He began in consumer finance, then worked for one of the nation’s big banks, and finally found his home with a credit union that shares his passion for helping people improve their financial situations. He has been with Mountain America for five years. Having had success with branches in different markets, and with companies having different objectives, he has broad experience to staff, train, and support the branch of the future.
Michelle Peterson
 Michelle Peterson 
Vice President, Retail Services 
Members 1st Federal Credit Union
Gina Bleedorn
 Gina Bleedorn 
Executive Director 
Adrenaline
As Executive Director of Adrenaline, Gina leads Brand Experience Strategy for clients and the agency. Her areas of focus include brand and marketing strategy, retail environments and holistic experience solutions. Adept in both traditional and interactive design, Gina has delivered outstanding brand and environmental solutions for financial institutions and retailers around the country.
 Susie Silk 
Vice President Branch Operations 
SchoolsFirst Federal Credit Union
Susie Silk is Vice President of Branches with Schools First Federal Credit Union based in Orange County, California. She started working for the Credit Union Movement in 1982. She held various positions at ORCO State Employees Federal Credit Union before their merger with SchoolsFirst FCU (formerly OCTFCU) in 1998. She celebrated her 34-year anniversary with the credit union in July. In her current role, Susie oversees the Central Region which consists of 11 branches and the Member Service Support team. Susie is a graduate of Western Cuna Management School, a 3-year curriculum that focuses on the Credit Union Industry. She received her Bachelor’s Degree in 2007 from Chapman University with a major in Organizational Leadership. She lives in Fullerton, California with her husband and English bulldog.
Sean Keathley
 Sean Keathley 
President 
Adrenaline
As President of Adrenaline, Sean brings a wealth of experience from the worlds of Marketing, Business Development, Management and Client Relations. Sean’s leadership ultimately integrates all of Adrenaline’s retail disciplines, from strategy and planning to design and implementation. His expertise lies in project development for retail design and brand enhancement projects that accelerate growth and build sustainable competitive advantage for our clients.
Karen Serinis
 Karen Serinis 
Executive Vice President 
Canandaigua National Bank
Ms. Serinis is the Executive Vice President whose responsibilities include Retail Banking and Corporate Marketing. She has over 30 years of sales, marketing and management experience, all of which have been in the financial services industry. Karen joined Canandaigua National Bank & Trust in 1997. She has served as Senior Vice President of Retail Banking, which included management of the branches, the Call Center, Business Development Officers and Personal Bankers. In 2011, as Executive Vice President, her responsibilities were broadened to include Corporate Marketing in addition to Retail. Her focus throughout her tenure has centered on ensuring the delivery of the high level of customer experience that is recognized uniquely as “Canandaigua National” through all customer delivery channels. Ms. Serinis received her Bachelor of Science degree from St. John Fisher College, where she majored in Accounting. She also earned her MBA from Rochester Institute of Technology.
Arthur Gilmore
 Arthur Gilmore 
President & CEO 
Gilmore Group
Visionary brand designer Arthur Gilmore has more than 30 years of experience managing major design programs for leading banks around the world. His expertise and cross-industry experience in strategy development, design ideation, big-picture thinking, and design execution has helped bolster numerous companies to higher profitability. Mr. Gilmore has held executive positions at Henry Dreyfuss Associates, Teague, and Interbrand. He has worked with clients in multiple industries including: Bank of America, Santander, Capital One, Wells Fargo, Wachovia, American Airlines, Johnson & Johnson, BMW, Honda, Disney, Heinz, Walgreens, and many others.
TJ Wyman
 TJ Wyman 
Chief Retail Officer 
Coastal Federal Credit Union
Tim Tang
 Tim Tang 
Director, Enterprise Solutions 
HUGHES
Tim Tang is a director of Enterprise Solutions for Hughes Network Systems, LLC (Hughes), an EchoStar company.

Tang fully leverages his background in both the social and engineering sciences to maximize the business value of innovative technologies. He has over 20 years of experience in working with Fortune 500 enterprise customers to address opportunities in customer engagement, employee training, Wi-Fi, digital media, network security, cloud, and WAN optimization. He has also held business development, product development, and market development roles within Hughes.
Jeffrey Baker
 Jeffrey Baker 
President, CCO 
Image4
Jeff founded Image 4 in 1987 and fills senior leadership and creative roles in the 24-person design and fabrication studio. He is privileged to guide a tremendous team of high capacity, multi-disciplinary creatives who believe that the physical environment should be designed and delivered so as to enhance brand-consumer communication, reduce transactional friction, and improve at least a few moments of our daily interactions.
Jeff has presented extensively on how the built environment affects human behavior, and on how the Integrated Brand can be designed, developed, nurtured and presented. He has been recognized by the Governor with the Cornerstone Award for his contributions to Sustainable Business practices in New Hampshire and by Event Design Magazine and the Exhibit Designers’ and Producer’s Association for his contributions to both industries. He is a multi-year winner of the Bank Marketing of New England creative awards.
Jeff attended RIT for Photo Marketing and Statistical Process Analysis and somehow survived the winters in Upstate.

Corinne Safford
 Corinne Safford 
Senior Retail Vice President 
Great Western Bank
Jenni Palocsik
 Jenni Palocsik 
Solutions Marketing Director 
Verint
Jenni joined Verint in 2012, bringing more than 20 years of experience working at banks and technology providers. She is responsible for positioning Verint’s financial services solutions to align with the business needs of enterprise organizations. She is a regular blogger, speaker and frequently engages with industry experts and customers on hot topics on social media.
Adrien Kirschfink
 Adrien Kirschfink 
Global Branch Transformation Lead 
Accenture
Adrien Kirschfink is Accenture’s Global Branch Transformation Lead. Based in New York, Adrien focuses on helping Accenture’s Banking & Insurance clients in shaping their Distribution Strategy & Transformation infusing Digital Technology into existing capabilities, processes and helping with the behavioral mindset shift of customers and employees. He has extensive experience working with leaders in both North America and Europe in transforming their Sales, Service, Marketing and Distribution. Adrien is passionate about the human face of banking and the huge impact people have and will continue to have in an ever more digital world.
Ray Black
 Ray Black 
EVP Sales and Marketing 
Advia Credit Union
Steve Fitts
 Steve Fitts 
Co-Founder, Chief Executive Officer 
The Fitts Company
• Steve Fitts, Sr. Co-Founder (with his wife Rosemary Fitts) and Chief Executive Officer of The Fitts Company, Inc. founded in 1998. As Chief Executive Officer, Steve oversees the corporate direction and strategy for FITTS field operations, sales, customer support, consulting, and marketing. With a sharp focus on strategy, leadership, innovation, and customers, Steve is an industry pioneer. Steve brings more than 30 years of extensive industry knowledge, leadership, product engineering and executive management experience to FITTS. In the early 1980’s, Steve was one of the first to deploy the vinyl plotter, CNC router and AutoCAD in the signage industry. In the late 1990’s, he was one of the first to implement 3D solid modeling within the signage industry. In 2015, FITTS was once again an innovator when we implemented the use of a point cloud scanner which captures the physical dimensions of a space and allows for the 3D modeling of custom products that integrate seamlessly into the scanned space. Steve was also instrumental in developing The Fitts Company’s proprietary web based project management system which allows us to effectively and efficiently manage projects. Steve got his start in the signage business in 1980 as a founding partner of a sign company where he was employed until he founded FITTS. Steve has extensive knowledge of interior and exterior signage along with ATM buildings, kiosks and surrounds. His signage experience includes retail, hotels, business parks, financial institutions, industrial parks, medical and corporate office buildings. Steve graduated from Clemson University in 1974 with high honors in civil engineering. He started his career with Columbian Nitrogen Corporation, a large chemical company located in Augusta, GA. He worked for Columbian Nitrogen for three years as a project and purchasing engineer before starting his first business. Steve resides in Lexington, SC with Rosemary, his wife of 43 years, where they spend as much time as possible with their three children and their families which include eight grandchildren. Steve and Rosemary like to spend as much time as they can at their second home located in Edisto Beach.
 Elizabeth Robillard 
Event Director 
Future Branches
As an Event Director at Worldwide Business Research, Elizabeth oversees the organization of four business conferences per year. Conference organization includes conducting extensive phone research with 60+ industry experts per event, using call notes to compile a three day conference program that encapsulates top research takeaways, confirming a roster of 40-50 industry leading speakers for each program, working with our marketing team to write effective copy for all outbound marketing messages, coordinating with sales and logistics teams to ensure the best possible onsite experience and prepping for and running the live event. Most recently, she has taken over conference production for WBR’s customer experience vertical, which includes planning and executing the flagship event Next Generation Customer Experience- a cross industry event that attracts 400 CX practitioners yearly. Prior to serving as event director, Elizabeth was assisting the events department with industry research and planning and executing industry webinars for WBR Digital. She currently lives in New York City.