Dates of Event & Pricing

$549 for Webinar and Playback*

*Playback has no expiration.

  • Tuesday - Thursday, March 7 - 9, 2023

  • 12:00 – 1:00 pm (Eastern Time)

  • 11:00 – 12:00 pm (Central Time)

  • 10:00 – 11:00 am (Mountain Time)

  • 9:00 – 10:00 am (Pacific Time)


Financial institution branch visits have experienced the one-two punch of increased online self-service tools and a pandemic which forced the proliferation of out of branch service. Some experts still espouse the ultimate demise of the physical branch, but banks thinking strategically have an opportunity to redefine the very purpose of the branch. The focus is no longer about transactions, but about how to create an engaging experience that supports the transactional focused virtual branch and entices existing and new customers to come into the branch.
In this 3-part branch transformation webinar series, David Peterson covers the changes that are occurring in branches, highlights banks that are leading this change, and provides strategies to consider for your bank or credit union.

During this webinar bootcamp, attendees will learn:

  • Why we need branch transformation
  • What constitutes in-branch engagement
  • Review of new branch models aligned to targeted outcomes
  • Strategies for Branch Transformation
  • Integrating the branch into overall customer engagement strategy
  • How branch transformation aligns with new customer acquisition
  • Strategically planning for new branches
  • Q&A discussion for branch transformation

Part 1 - New Physical Branch Models and Strategies

March 7, 2023 (12:00 - 1:00 pm ET)

Part 2 - Transforming Your Branch Operations and Offerings

March 8, 2023 (12:00 - 1:00 pm ET)

Part 3 – Strategically Focused on Engagement 

March 9, 2023 (12:00 - 1:15 pm ET)


First National Bankers Bank - Chief Innovation Officer David Peterson

David Peterson has inspired international audiences to rethink how innovation happens in their organization. As CIO of First National Bankers Bank, David drives enterprise-wide innovation across a diverse workforce to enable new products and services. Creation of innovative financial services to 700+ FIs across 7 Southeastern States. David has spent much of his career helping business leaders foster a culture of innovation that capitalizes on workforce diversity and instills accountability for driving growth. As the founder and CEO of Goldleaf Technologies, a leading provider of electronic payments software and a pioneer in the fintech industry, David understands the critical need to combat status-quo thinking to achieve sustainable profits and competitiveness in any industry. He shares real world strategies and tools to foster an innovation mindset and encourages people to be innovative where they are regardless of job title. David is the author of the best-selling book Grounded: Anchored Management for Strategic Leadership and Effective Decision-Making (Little River Publishing, 2016). His approach to strategic innovation has been praised by everyone from C-Suite executives to entrepreneurs to millennials.


3.0 CPE Credits for entire bootcamp