Repurposing the Branch

IT, Technology, & Operations

Most bankers recognize that the purpose of branches is changing. Branch networks must evolve to incorporate new technologies and align with new consumer behaviors for the institution to remain relevant and profitable. But there is no “one-size-fits-all” branch transformation strategy and solutions are no longer limited to consolidate or close.
In fact, some institutions are finding innovative ways to use their real estate.
How do community banks and credit unions decide what changes to make to their branches in order to achieve the greatest result? What alternatives to the traditional branch are creating an experience that matters to customers? This session will provide a framework for making the tough decisions about branch transformation and explore the variables that should shape a community bank or credit union’s branch transformation strategy. 

Who Should Attend: Retail Bankers, Branch Managers, COOs, and Operations Executives

Learning Objectives

  • Understand the shifting consumer relationship with the role of the branch and branch employee
  • Master the relevant data points that are key to making decisions about the branch network
  • Explore alternative uses for brick-and-mortar that are building brands and creating buzz


Joe Sullivan
Market Insights, Inc.
Market Insights is a consultancy with expertise in market assessments, delivery optimization, strategic planning, brand and culture transformation. The themes of growth, innovation and motivation can be found throughout Joe’s work. He has shared his insights with international, national, regional and state associations.  Joe is on the faculty of the UW Graduate School of Banking (Digital Banking School), Ohio Bankers League Mgmt.  School and Washington Bankers’ (Fintech Executive Devp Program). Topics include human connection, disruption, Fintech, consumer trends, delivery systems, leadership and the future.

Joe’s passion, energetic style and practical approach engages his audiences and consistently makes him a top-rated speaker. His unique perspective comes from working side-by-side with executives around the U.S. in the development of successful growth strategies. Joe incorporates these frontline experiences into his presentations and offers insights that challenge conventional thinking; creating a sense of excited urgency with his audiences.  

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: Knowledge of the Full Credit Bill Rule

Advanced Preparation: None

Program Level: Intermediate

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its


Click here to register online