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

2. 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

3. 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

4. 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

5. 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

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

7. 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

8. 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?

9. 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

10. Post-session Assignment
Submission
Preformatted slides are located with the lecture slides and handouts
presentation deck to Jake Fowler 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

11. 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 under the Home Study tab by September 15

12. 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

13. 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

14. 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

15. 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

16. Questions