Branch Strategy Workshop

What is your branch strategy for the future and what should the new branch model look like? This webinar will help you develop a plan for moving forward that leverages both physical and virtual delivery channels.

Today’s bank customers are changing, often preferring electronic delivery channels for their banking activities. Traditional branch facilities are experiencing significant drops in activity and volumes. Still, there is the sense that a bank with both electronic and physical delivery channels can achieve a competitive advantage in today’s market. The key is planning for what the new branch model looks like.

This two-hour workshop will lead participants through the steps necessary to evaluate current operations, evaluate customer and market demands, and develop a plan for moving forward to that seeks to leverage both physical and virtual delivery channels.


  • Current Branch Status
    • Industry Wide
    • Individual Bank Issues
    • Internet-Only Banks vs. Traditional Models
  • Impact of Remote Delivery Channels
  • Repurposing Existing Branch Facilities
  • Expanding Physical Footprint in Non-Traditional Ways
  • Staffing and Training Considerations
    • Branch Personnel
    • Call Center Support
    • Support Specialists
  • Technology for the New Model
    • Electronic Delivery Channels
    • New Products for Customers
    • New Products for In-Branch Activities
  • Branch Management
  • Wrap Up
    • Discussion of Workshop Ideas
    • Question and Answer Session


Executive management, retail and branch management, marketing officers and others who are involved with the oversight and management of the current and future branch structure.


Trent Fleming, a 30-year industry veteran, serves as a trusted adviser to financial institutions. He has worked with banks on matters as diverse as strategic planning, business continuity, employee education and operational efficiency. Fleming’s presentations on technology, management and strategy consistently get the highest marks from his audiences.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Institute of Certified Bankers: Estimated credits: 2.0 hours (self-reporting).


Live Webinar:

Member price: $265.00 | Non member price $530.00

On-Demand Webinar

Member price: $280.00 | Non member price $560.00


Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

1516 Xavier St., Ste 500, Denver, CO 80204

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.