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LIVE! Friday, October 27, 2023
RegisterRegister

About the Conference


WOMEN TAKE THE LEAD

It’s a new day for women leaders at banks, mortgage companies & credit unions.
Come share this one-day conference where women take the lead on Friday, October
27, 2023. The conference will take place LIVE at the oceanfront Wyndham Newport
Hotel. You'll see a stellar array of accomplished women leaders from throughout
the region, as well as special keynote presenters. This is the only event
specifically designed for all women in the banking, credit union, and mortgage
professions throughout New England, and you don't want to miss this amazing
opportunity.

IMPORTANT: Because of our commitment to attendee safety, this year's event will
be held to the best practices safety standards at the time of the show. Please
don't delay getting your registration, as the conference will hit capacity
quickly.

October 27, 2023
8:00 am — 3:00 pm
Wyndham Newport Hotel
240 Aquidneck Ave.
Middletown, RI 02842
Book Your Stay
RegisterRegister
Inspirational Leaders


2023 SPEAKERS

2023 information coming soon!
2022 speakers coming soon.
Roxanne Emmerich

Roxanne Emmerich
CEO & Founder
The Emmerich Group

Natalie Bartholomew

Natalie Bartholomew
Founder
The Girl Banker

Jazz Jennings

Jazz Jennings
TV Star, Harvard Student


Melissa Pianin
American Business Media
Melissa Pianin
Events & Marketing Associate

American Business Media
Angel Elliott
Celligence
Angel Elliott
Managing Director of Organizational Development

Celligence
Lizette Nigro
Liberty Bank
Lizette Nigro
SVP of Digital Engagement

Liberty Bank
Anne Tangen
BankFive
Anne Tangen
CEO and President

BankFive
Claude Rousseau
Webster Bank
Claude Rousseau
SMD Human Resources

Webster Bank

New England Women In Banking Lineup of Events


2023 AGENDA

2023 information coming soon!
2022 agenda coming soon.
Thursday, October 26 | 5:00 PM — 6:00 PM


OPENING COCKTAIL RECEPTION AT THE WYNDHAM NEWPORT

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Friday, October 27 | 8:00 am — 8:45 am


REGISTRATION & NETWORKING

Breakfast, coffee & tea, mimosas & bloody mary bar

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8:45 am — 9:00 am


WELCOME & OPENING REMARKS

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9:00 am — 10:00 am


HOW TO BE AN EXTRAORDINARY BANKER

UNLEASHING GIANTS: THE BLUEPRINT TO A TRANSFORMATIVE BANKING REVOLUTION

Step into the exhilarating odyssey designed to ignite a revolution that
transcends the ordinary, transforming banking professionals into extraordinary
masters of change.

This is more than a call to action—it’s a call to revolution, charging forth
into a brave new world where transactional banking relationships make way for
extraordinary value creation and profound customer impact. We must rise above
the rhetoric when we declare ourselves as “Trusted Advisors.”

Discover how you can be the very nucleus of transformative banking—rewriting the
rules—molding the future of banking not as a mere profession—but as a catalyst
for a seismic change in every customer encounter.

In this dynamic opening keynote, you’ll also learn ways you can:

 * Catapult your revenue and profits—regardless of the economy.
 * Create winning positioning that attracts more high-profit customers and
   high-potential members.
 * Understand why almost every business is 'dead wrong' when it comes to their
   sales and marketing strategies.
 * Create an environment where people thrive and work with enthusiasm that
   breathes new life into your business' bottom line.
 * Explore why many well-meaning management practices actually sabotage results.
 * Understand how to attract and motivate top performers.
 * Find out how to do more with less and better than ever by outsmarting your
   competition.

Brought to you by the New York Times bestselling author of “Thank God It’s
Monday!” and “The Breakthrough Banking Blueprint,” join Roxanne Emmerich, a
distinguished member of the Speaker Hall of Fame, in discovering why she and her
committed team are driving the most radical performance transformations in
banking.  

Presented By:
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ROXANNE EMMERICH

CEO & Founder
, 
The Emmerich Group

Roxanne Emmerich isn’t just a recognized name in banking; she’s a tempest of
transformation. Rising from her humble beginnings as a Wisconsin farm girl,
Roxanne defied the odds, launching herself from poverty to spearhead a
revolution in American Banking.

Roxanne’s record is staggering. She is the secret weapon behind a legion of
banks, accelerating them into the exclusive, elite top 5% nationwide. She and
her team are the architects behind the remarkable metamorphosis of hundreds of
banks, and her groundbreaking strategies have uprooted the traditional banking
paradigm rewriting the traditional banking playbook.

As the visionary founder of the Institute for Extraordinary Banking and the
prestigious Banky™ Award, and the esteemed Trusted Advisor Certification™
Program, Roxanne’s vision continues to revolutionize the banking landscape.

As CEO of The Emmerich Group, she and her team have helped ambitious, aspiring,
results-oriented banks achieve a level of success they never dreamed possible.

She and her team have transformed banks from transactional entities to
transformation powerhouses. With Roxanne Emmerich, the extraordinary is not just
a possibility—is the starting line.

And now, powered by her latest research study, she’s adding fuel to the fire.
Welcome to a thrilling new era of avant-garde strategies, propelling financial
institutions towards unprecedented success at breakneck speed. Be prepared for a
thrilling ride into the future of banking.

Presented By:


ROXANNE EMMERICH

CEO & Founder
, 
The Emmerich Group

Roxanne Emmerich isn’t just a recognized name in banking; she’s a tempest of
transformation. Rising from her humble beginnings as a Wisconsin farm girl,
Roxanne defied the odds, launching herself from poverty to spearhead a
revolution in American Banking.

Roxanne’s record is staggering. She is the secret weapon behind a legion of
banks, accelerating them into the exclusive, elite top 5% nationwide. She and
her team are the architects behind the remarkable metamorphosis of hundreds of
banks, and her groundbreaking strategies have uprooted the traditional banking
paradigm rewriting the traditional banking playbook.

As the visionary founder of the Institute for Extraordinary Banking and the
prestigious Banky™ Award, and the esteemed Trusted Advisor Certification™
Program, Roxanne’s vision continues to revolutionize the banking landscape.

As CEO of The Emmerich Group, she and her team have helped ambitious, aspiring,
results-oriented banks achieve a level of success they never dreamed possible.

She and her team have transformed banks from transactional entities to
transformation powerhouses. With Roxanne Emmerich, the extraordinary is not just
a possibility—is the starting line.

And now, powered by her latest research study, she’s adding fuel to the fire.
Welcome to a thrilling new era of avant-garde strategies, propelling financial
institutions towards unprecedented success at breakneck speed. Be prepared for a
thrilling ride into the future of banking.


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10:00 am — 11:00 am
Morning Insight


HOW ARTIFICIAL INTELLIGENCE IS CHANGING LENDING

What does the rise of AI mean for the lending industry and especially for women
in lending? How will roles adapt, what will new machine performance mean for how
lending is done, and what advantages are waiting for early adopters? Celligence
has been creating AI systems for lending for several years, and its platform is
fully powering Sun West Mortgage. Angelynne Elliott, director of organizational
development at Celligence, will give us a deep-dive into this cutting edge issue
for everyone in the industry.





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ANGEL ELLIOTT

Managing Director of Organizational Development
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Presented By:


ANGEL ELLIOTT

Managing Director of Organizational Development
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11:00 am — 12:00 pm
Voices Of Experience


WOMEN IN BANKING: LEADERSHIP POWER PANEL

There is nothing like the power of possibility that women bring to an
organization.  We’re bringing together executives from several community banking
institutions to discuss their career experiences and share their wisdom on how
to be a leader for change and empowerment at your bank.

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Panelists include Lizette Nigro, SVP of Digital Engagement at Liberty Bank; Anne
Tangen, CEO and President of BankFive; and Claude Rousseau, SMD Human Resources
at Webster Bank.



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12:00 pm — 1:00 pm


WOMEN IN BANKING AWARDS LUNCHEON

Join us for this special awards luncheon honoring women who’ve made an
exceptional mark on the region’s banking industry.

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1:00 pm — 1:45 pm


IT'S UP TO US: THE IMPORTANCE IN ADVOCATING FOR WOMEN IN BANKING

In 2018, Natalie Bartholomew — at the time chief marketing officer and vice
president of Grand Savings Bank in Rogers, Ark. – started a blog, The Girl
Banker, along with its Instagram, Facebook, Twitter and LinkedIn pages. She
wanted to start a conversation among women in banking and women who might be
part of banking’s future. The Girl Banker features a “Girl Banker of the Week,”
which highlights significant women in the banking industry, their stories and
their motivations.

She told Bank Beat that “she began crafting her brand after attending a few
industry meetings populated by men. ‘I call them OWDs, without any disrespect,
but old white dudes,’ Bartholomew said. ‘I just got so tired of seeing them day
in and day out, and I wondered where all the women in leadership are, and why
are they not here?’”

As Bartholomew spoke to high school and college-aged girls, the question
continued to taunt her when she realized how few of them were considering
careers in finance. “There’s some kind of barrier that’s keeping women from
considering banking as a career,” Bartholomew said, “and obviously someone needs
to get out and advocate for it.”

Bartholomew, now Northwest Arkansas president for First Community Bank, said
that sharing the stories of women bankers — young and old, novice or practiced —
can shed light on the abundance of opportunities there are for women in the
industry. “If no one’s out there telling anyone about [these stories,]” she
asked, “how are we ever going to attract top talent for the industry going
forward?”

Presented By:
Presented To:


NATALIE BARTHOLOMEW

Founder
, 
The Girl Banker

Natalie Bartholomew is the founder/host of the Girl Banker platform and podcast.
She is a 21+ year veteran banker and is a passionate advocate for women in
banking. Natalie's advocacy and background in building a personal brand as a
community banker make her a stunning inspiration to attendees of the New England
Women in Banking conference. 

Presented By:


NATALIE BARTHOLOMEW

Founder
, 
The Girl Banker

Natalie Bartholomew is the founder/host of the Girl Banker platform and podcast.
She is a 21+ year veteran banker and is a passionate advocate for women in
banking. Natalie's advocacy and background in building a personal brand as a
community banker make her a stunning inspiration to attendees of the New England
Women in Banking conference. 


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1:45 pm — 2:45 pm
Keynote Presentation


I AM JAZZ

In 2007, six-year-old Jazz Jennings went on national television to tell Barbara
Walters the same thing she’d been telling her parents, siblings and anyone else
who would listen: She was, despite her birth certificate’s insistence otherwise,
a girl.

In a recent article on her in Variety, the writer note, “Shy and sweet, Jennings
answered Walters’ probing questions with the clarity and patience of someone
used to explaining herself over and over again. “She was so charismatic, so
charming and so clearly herself,” Laverne Cox says of first seeing that “20/20”
interview. “Her humanity was so on display that you couldn’t deny she had the
right to be who she was.” It was a watershed moment for transgender visibility
in media, not least because it made Jennings one of the youngest documented
trans people to speak her truth for millions of viewers to hear.”

Since then, Jennings has starred in 8 seasons of the TLC reality show, “I Am
Jazz,” documenting her fight to become the woman she always knew she was. She
wrote a bestselling children’s book, and has enrolled at Harvard, where she is
currently a student.



Being transgender is not easy. But it has gone from being difficult to possibly
deadly in the past year, as large swaths of the country have taken aim at
transgender people, aiming to eradicate this population.

Jennings has weathered a lot. It’s not easy for a child to know they are in the
wrong body. It’s not easy to navigate school and life. A TV show helps bring a
story to life, but it also attracts unwanted aggression. And all of this is on
top of the traditional angst and issues that plague any teenager. Jazz has
struggled with gender acceptance, her safety, her weight and her academic
future. Now she’s struggling to understand how a nation built on liberty can be
so consumed with denying it to vulnerable people.

The New England Women in Banking conference proudly welcomes Jazz Jennings, and
her outlook on why we are all better off when we extend a hand of acceptance and
grace to everyone.

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JAZZ JENNINGS

TV Star, Harvard Student
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JAZZ JENNINGS

TV Star, Harvard Student
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2:45 pm — 3:00 pm


CONFERENCE WRAP UP

Thank you to all of our attendees, speakers and sponsors.

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THANK YOU TO OUR SPONSORS:


Interested in becoming a sponsor of New England Women in Banking?
Take a look at the sponsorship opportunities.


NEWPORT, RHODE ISLAND

Business or pleasure?
Come for the conference on Friday and stay for the weekend to enjoy the
beautiful and historic coastal town of Newport. Enjoy discounted room rates when
you book through us.

Wyndham Newport Hotel
240 Aquidneck Ave,
Middletown, RI 02842
Book your stay


NEW ENGLAND WOMEN IN BANKING

October 27, 2023
Please note seats will be limited, and will sell out quickly. Tickets are first
come, first served.

Register
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