Post-Session Assignment Year One – Chief Retail Officer Perspective Allison Gambucci

Executive Banking School Roadmap GROWING Capability Confidence Courage YEAR ONE Chief Retail Officer Perspective YEAR THREE Chief Executive Officer Perspective YEAR TWO Chief Financial Officer Perspective

Executive Banking School Roadmap GROWING Capability Confidence Courage YEAR ONE Chief Retail Officer Perspective YEAR THREE Chief Executive Officer Perspective YEAR TWO Chief Financial Officer Perspective

Year One – Chief Retail Officer Perspective Retail Strategy Curriculum Leadership Communication Managing the Retail Line of Business Levering Customer Segments & Behaviors Facing Ethics in Banking Developing and Pricing Products Modernizing & Optimizing Delivery Advertising & Communicating Retail Banking Applying Concepts in Today’s Marketplace Chief Retail Officer Perspective

Year One – Chief Retail Officer Perspective Retail Strategy Curriculum Leadership Communication Managing the Retail Line of Business Levering Customer Segments & Behaviors Facing Ethics in Banking Developing and Pricing Products Modernizing & Optimizing Delivery Advertising & Communicating Retail Banking Applying Concepts in Today’s Marketplace Chief Retail Officer Perspective

This Session’s Critical Topics Overview Post Session Assignment Details Submission Calendar Advice

Post-session Assignment Overview Analyze your financial institution to identify a strategic business opportunity Identify an un-served or underserved segment Recommend one strategic idea to address unmet needs/expectations of the segment Develop an execution plan Outline the measurable benefit post implementation

What led you to this recommendation? Why should this be implemented? Post-session Assignment Post session assignment will include CEO Executive Overview What led you to this recommendation? Proposal What will you do? Measurable Benefits Why should this be implemented? Execution Plan How will you do it?

Assignment presentation to EBS faculty Post-session Assignment Assignment presentation to EBS faculty 10 minute presentation plus a 5 minute Q & A session Maximum of 10 slides – the format will be provided Inclusion of an appendix with supporting documentation is optional and in addition to the 10 slide presentation

Post-session Assignment Submission Preformatted slides are located with the lecture slides and handouts Email presentation deck to Jake Fowler (jake.fowler@consumerbankers.com) by November 15 Presentations will take place via conference call with 2 EBS faculty members on January 5th & 6th, 2018 Sign up sheets are in your community rooms for the remaining time on campus

Calendar Post-session Assignment Week Of: August 7   August 7 Review assignment and lessons from class Determine the business leaders you need to interview Compile list of relevant questions August 14 Participate in refresh CBA Webinar (date/time forwarded under separate cover) Review your bank’s websites and investor presentations/annual reports Begin scheduling interviews with your business leaders who can provide information for your research Review questions and plan your interviews August 21 Conduct interviews Review bank performance Identify where to find marketing elements (segmentation, product, delivery) Research competitive environment August 28 Continue with interviews Compile your research September 4 Finalize research Identify an under/unserved segment Begin to formulate recommendation September 11 Finalize your recommendation Submit a brief (1-4 sentence) description of your recommendation At a high level describe its impact to customers, product and delivery Upload your assignment to www.cba_ebs1.com under the Home Study tab by September 15

Calendar Post-session Assignment Week Of: September 18   September 18 Based upon feedback from your recommendation, make adjustments as needed Begin to formulate your execution plan Work on forecasting tangible benefit September 25 Finalize your recommendation, plan and success metrics October 2 Plan your communication Begin to work with your Complete Approach Assessor (audience focused) October 9 Develop your messaging Complete your Complete Approach Organizer October 16 Refine/work your Complete Approach Organizer Transfer your message into the Power Point October 24 Practice delivering the message Make adjustments as needed October 30 Re-read the assignment Validate your recommendation, execution plan and success metrics Edit and practice November 15 Submit the presentation, Finalize your EBS CEO meeting January 5 & 6, 2018 Presentations

Best practices Follow the instructions and the calendar Post-session Assignment Best practices Follow the instructions and the calendar Create an execution plan and address the risks Proposal must have measurable benefits Know your audience Practice to be persuasive Be prepared to answer questions

Year One – Chief Retail Officer Perspective Retail Strategy Curriculum Leadership Communication Managing the Retail Line of Business Levering Customer Segments & Behaviors Facing Ethics in Banking Developing and Pricing Products Modernizing & Optimizing Delivery Advertising & Communicating Retail Banking Applying Concepts in Today’s Marketplace Chief Retail Officer Perspective

Executive Banking School Roadmap GROWING Capability Confidence Courage YEAR ONE Chief Retail Officer Perspective YEAR THREE Chief Executive Officer Perspective YEAR TWO Chief Financial Officer Perspective

Questions