Analysis & Presentation Lecture Year One – Chief Retail Officer Perspective Mike Allen

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

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

Year One – Chief Retail Officer Perspective Retail Strategy Curriculum Leadership Communication Leading the Retail Line of Business via a Balanced Scorecard Discovering Customer Segments & Consumer Behaviors Successfully Communicating & Advertising in Retail Banking Developing and Pricing Profitable Bank Products Modernizing & Optimizing Delivery to Meet Customer Requirements Facing Ethical Dilemmas in Banking Applying Concepts Learned to Today’s Market Chief Retail Officer Perspective

Year One – Chief Retail Officer Perspective Retail Strategy Curriculum Leadership Communication Leading the Retail Line of Business via a Balanced Scorecard Discovering Customer Segments & Consumer Behaviors Successfully Communicating & Advertising in Retail Banking Developing and Pricing Profitable Bank Products Modernizing & Optimizing Delivery to Meet Customer Requirements Facing Ethical Dilemmas in Banking Applying Concepts Learned to Today’s Market Chief Retail Officer Perspective

This Session’s Critical Topics Introduction Details Next Steps

Introduction

Introduction Purpose This is an opportunity to reflect on your activities over the simulated journey and to justify your plans and decisions to a critical audience. Also to receive constructive feedback from it in the form of probing questions. Take this presentation seriously. Your CEOs and your peers will scrutinize your presentation and provide feedback on your performance and the performance of you bank.

Introduction Your Scenario Your management team will develop and present an analysis of past performance of your retail division to your CEOs and peers In the presentation, compare the past 3 years’ operating and strategic results to the bank's retail Business Plan Emphasize objectives and performance explaining how you achieved your them and why significant variances (positive and negative) occurred Describe and justify the occurrence and timing of major changes in your management strategy Report your bank's current condition, team organization and effectiveness and conclude by describing the future outlook of your bank Focus on your balanced scorecard and financial results

Details

Details General Rules Each team will have no more than 15 minutes, consisting of a presentation of 10-12 minutes and 3-5 minutes for questions from the class Your entire team should be in front of the class and speak during the presentation Presentation order will be randomly selected

PowerPoint Guidelines Details PowerPoint Guidelines Use PowerPoint to support your presentations Make sure that the slides are simple and easy to interpret Include charts and graphs when possible Use large fonts and minimal copy for better readability Select template of your choosing.

Remember and Report What You Have Learned Details Remember and Report What You Have Learned Not just Retail Banking Presentation Techniques and Practices Overall Team Dynamics Decision Making Process Ethical Dilemmas and Solutions Personal Leadership Growth

The Complete Approach® Methodology Details The Complete Approach® Methodology EXECUTE Planning Your Presence SUSTAIN Planning Your Interactions DEVELOP Planning Your Messages FOUNDATION FOUNDATION Intentional Brand Strategic Principles Be Audience-Focused Build Engagement Use a Consistent Process Be Explicit 14

Suggested Order of Presentation Details Suggested Order of Presentation Mission and Strategic Planning Objectives Compare overall performance to objectives Discuss team dynamics, conflict resolution and skills developed Chief Retail Officer Report and evaluate your overall strategy Highlight a decision and result What did you expect, what did you get and why? What did you learn? Functional Heads (Marketing, Product & Delivery Officers) Balanced Scorecard results Overall financial results Future plans for this bank Chief Financial Officer From Peers From Faculty Q&A

Next Steps

You have the rest of today to… Next Steps You have the rest of today to… Go to your team rooms and prepare your presentations for tomorrow Meet again at 7:30 am tomorrow in the Community Rooms to finish on time at 9:45 am

Questions

Year One – Chief Retail Officer Perspective Retail Strategy Curriculum Leadership Communication Leading the Retail Line of Business via a Balanced Scorecard Discovering Customer Segments & Consumer Behaviors Successfully Communicating & Advertising in Retail Banking Developing and Pricing Profitable Bank Products Modernizing & Optimizing Delivery to Meet Customer Requirements Facing Ethical Dilemmas in Banking Applying Concepts Learned to Today’s Market Chief Retail Officer Perspective

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