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2025 Marketing RAP - Quarter 1

2025 Marketing RAP - Quarter 1

In Person

Thursday, February 20, 2025
10:00 AM - 3:00 PM (EST)



Ready to elevate your marketing strategy? Join us for the Marketing Roundtable, where you'll connect, collaborate, and discover powerful marketing insights tailored to community banks!

Why You Should Attend:

  • Learn What Works: Discover strategies to attract customers across generations and stand out in a competitive market.
  • Connect with Peers: Share ideas and collaborate with other community bank marketers.
  • Master Canva: Improve your Canva skills with new tools and tips to create better designs and marketing materials.
  • Build Better Campaigns: Learn strategies to attract and keep customers across all generations.
  • Share & Learn: Exchange ideas with other marketers and help shape future discussions.

Join us to learn, share, and take your marketing to the next level!


INSTRUCTORS: 

Janine Ciranni
Vericast




Kevin Swinson
Canva

 

“Winning Across Generations: Strategies to Attract & Engage Customers in a Competitive Financial Landscape" - Janine Ciranni, Vericast 

The financial services industry is unique.  Highly emotional, high purchase decisions that consumers don’t make often, but when they do financial institutions have a tremendous opportunity to capture new customers and grow long-term relationships.  Competition is as fierce as ever – banks are not only competing with one another and credit unions, but now we have Fintech firms to compete with.  Financial Institutions need to lead with forward-thinking strategies to attract new customers across generations.

We’ll discuss the research Vericast conducts to understand what attracts different generations to a financial institution.  Knowing the types of banking offers that resonate with each age group and aligning them with an institution’s established brand is a cornerstone for developing impactful marketing campaigns. We’ll also examine how receptive different generations are to various marketing approaches, emphasizing the importance of a strategic omnichannel approach.    

 

“Elevating Your Canva Skills: Tools, Features, and Strategies for Success” - Kevin Swinson, Canva

In our upcoming session, we aim to deepen your understanding of current tools, introduce new Canva features, present a relevant case study, and provide ongoing support resources. We’ll also clarify the distinctions between Canva products to help you leverage the most suitable solutions for your needs.

  

INSTRUCTOR INFO:
Janine Ciranni, MBA | Account Executive III, Priority Accounts | Vericast
Janine has spent her entire career in financial services.  She began her career at PNC Bank in Pittsburgh, Pennsylvania enrolled in their analyst training program.  Over the next several years Janine continued her banking career with Bank of America and J.P. Morgan Chase as a Treasury Management Officer, mainly covering the healthcare segment. Janine joined Vericast in October 2020.  As an Account Executive, she helps financial institutions with their acquisition, retention and customer experience needs through Vericast’s data intelligence and marketing solutions.  Janine also manages their relationship with Vericast for check payment products.

Janine received her BSBA in Finance from the University of Pittsburgh and her MBA with a concentration in Marketing from Saint Joseph’s University.  Janine resides in Charlotte, NC and considers herself a sports enthusiast.   She enjoys traveling, fitness and wine!

 

Kevin Swinson | US Sales Lead | Mid Market | Canva
Kevin leads the US Mid-Market team at Canva, a global online visual communications platform on a mission to empower the world to design. Kevin and his team are based in Austin, TX and specialize in enhancing efficiency and scalability for companies through the Canva  Enterprise product. Through Canva Enterprise, companies can centralize brand assets, streamline design collaboration, and utilize customizable templates to ensure brand consistency and security.

Canva features a simple drag-and-drop user interface and a vast range of templates ranging from presentations, documents, websites, social media graphics, posters, videos, a huge library of fonts, stock photography, illustrations, video footage, and audio clips so anyone can take an idea and create something beautiful on Canva on any device, from anywhere in the world.


Credits Price
CBA Member
This ticket is for one CBA Bank Member only. 
2.00 $100.00
Credits Price
Prospective Member
This ticket is for non-CBA members.
2.00 $125.00
Credits Price
Sponsor
Includes logo in marketing materials, verbal recognition, attendee list, present and attend at lunch. 
2.00 $1,500.00

Agenda

February 20
9:30 AM - 10:00 AM Registration
10:00 AM - 10:30 AM Icebreaker and Discussion Kick off the day with a high-energy ice-breaker led by our CBA Marketing Co-Chairs, where attendees will have the chance to connect and choose the topics we'll focus on.
10:30 AM - 11:15 AM "Winning Across Generations: Strategies to Attract & Engage Customers in a Competitive Financial Landscape" Janine Ciranni, Vericast
11:15 AM - 12:00 PM “Elevating Your Canva Skills: Tools, Features, and Strategies for Success” Kevin Swinson, Canva
12:00 PM - 1:00 PM Sponsored Lunch Sponsored by Vericast
1:00 PM - 1:30 PM Additional time with presenters if needed Otherwise Open Discussion time
1:30 PM - 3:00 PM Let's Talk - Roundtable Discussion Anything we haven't discussed yet? Now is your chance to ask any remaining questions and provide feedback for things you'd like to discuss at the next Marketing Roundtable.

For More Information:

Lindsay Greene
Lindsay Greene
Business Development (770)541-0376

WHO SHOULD ATTEND?

    • Marketing Directors and Managers
    • Community Bank Executives
    • Branding and Communications Specialists
    • Customer Engagement Professionals

THANK YOU TO OUR SPONSOR: