For Bank Facilities, Construction, and CRE Leaders

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What is the forum?

It’s an entirely new way to connect with colleagues

The Bank Facilities Forum is a whole new kind of event, designed specifically for the business leaders at financial institutions who have responsibility for managing facilities or for construction of branch locations. It’s two days to find new ideas, new connections, and source what you need for a successful business. It’s a great use of your time, and if you qualify, you’ll attend at no cost: we’ll pay your airfare, hotel and meals.

We made this event just for you

The Forum is a unique and intimate event: We choose just 50 select bank & facilities executives to join us for two action-packed days of peer-to-peer networking, learning and sourcing. It’s not a conference or a show. But it does have the best of all of those.

In small group meetings, one-on-one dialogues and at dinners and events, you’ll add to what – and who – you know in the financial services industry. You’ll find new ideas, new solutions and new ways to add profits to your business.

Our previous Forum attendees tell us they come for three reasons:

To exchange ideas and learn from people who do what you do,

To learn best practice in roundtables and from presenters

To source new products and services that can help grow their profits and their business

We made this event just for you

Time is money, so be ready for an event where every minute is productive, yet nothing is ever pressured. Hundreds of our past delegates have described our Forums as “the best use of my time of any conference or show, ever!” and “much more useful than any event I’ve attended.”

One all inclusive price

Just $199 covers your hotel and meals. Qualified professionals may request a travel scholarship to offset the cost of travel.

Why Attend?

The event is made just for you

The Bank Facilities Forum is a unique opportunity to network with fellow top executives from financial institutions. It’s where you can share, learn and source new ideas, better methods and new solutions for your business. And, if you’re a qualified participant from a financial institution who has responsibility for managing facilities or for construction of branch locations, you attend at no cost – we even provide 100% of your airfare, hotel and meals.

Unlike a harried trade show, you’re free of noise and distractions. No one will grab you by the lapels or shove trinkets at you. You have time, in group meetings, one-on-one appointments as well as meals and events, to really roll up your sleeves and talk about what’s working – and what’s not – in the business today.

You’ll network and share experiences with dozens of financial institution colleagues during two-days of exciting meetings and events. And you’ll have up-close meetings with select vendors for detailed answers and product comparisons. It’s a schedule of events that you build, based on who you want to meet, so it’s always tailored to your needs.

Apply online to attend or call (800) 746-9646.

Apply Now

Who Attends?

For qualified participants from financial institutions who have responsibility for managing facilities or for construction of branch locations, we invite you to apply. The conference, resort hotel accommodations, and air travel are provided at $199.

To qualify to attend, we ask that you meet these criteria:

  • Be employed full-time by a bank with over 50 retail branches
  • Work in a business function related to branch facilities or construction

  • Your bank’s projected spending for facilities maintenance, construction, design, signage, and related areas is at least $2MM annually

  • You must have authority to select or recommend vendors in one or more business areas listed above (facilities, repair, construction, design, signage, etc.)

Attendees come from large and small banks; multi-states to growing regionals, thrifts, and credit unions. If you are actively building retail locations, no matter how large your institution, we encourage you to apply.

Our intimate format accomodates a total of only fifty delegates. Therefore, we urge you to apply early, but only once you know that your schedule will remain clear for these dates. The space reserved for you is one we will not be able to offer to someone else.

Our Unique Format

Two Days of New Ideas, Networking and Practical Information

It’s About Building and Maintaining Bank Branches. Your job isn’t just about buildings. For banks, the building builds the brand. So while you’ll get up to speed on the latest innovations in bricks and mortar design and construction, you’ll also see how your bank’s retail presence communicates your position in the market. See how to target your most desirable customers using the interior layout and merchandising of your facilities. Get insight into what your customer experiences when he/she walks into your branch. You’ll take home a total facilities picture that will make you a more valuable asset to your bank.

Practical, Relevant Information You’ll Use

This is a compact, efficient two-day program that makes the most of your time. You’ll learn what’s working today to save energy, deliver projects faster, and keep costs under control, getting practical, applied ideas and strategies.

Apply Now

For Big Banks, Regional Banks, Small Banks

You’ll hear from and share ideas with every kind of bank. You’ll learn what they’re doing that’s working, and what they’ve tried that didn’t work. You’ll see how to apply the latest thinking in every kind of retail and commercial building to your branch projects and challenges.

Meet the People Who Can Make Your New Ideas Happen

In addition to expert workshops, you’ll hear customer case studies from Industry Solutions Providers. These vendor presentations connect you with new sources in a fraction of the time it would take you to find these solutions on your own. They help you do your job, because you need to know not only how to improve your facilities, but you also need support from the people who can help you get it done.

Our vendor presentations are never pressured and always relaxed. We’re all in this together, working to make your branches work better, run better, look better, for less. We know you’ll enjoy all the great connections you’ll make at The Bank Facilities Forum.