We are thrilled to welcome you back to the
New York Bankers Association's Combined
Retail & Small Business + Trust & Investment Conference
Building a Holistic Financial Experience
Wednesday, September 14 - Friday, September 16, 2022
The Sagamore Resort
Bolton Landing, NY 12814

The Combined Retail & Small Business + Trust & Investment Conference features valuable insights on emerging issues and challenges facing retail and trust professionals in New York today. Attendees will continue their exploration of the wealth continuum, which touches every aspect of the bank throughout the customer’s lifelong financial journey. More than 100 attendees from all levels within financial institutions across New York State attend this annual conference to network with colleagues, share ideas, find solutions,  and learn about what’s new in the industry. They also hear from CEOs discussing topics from career advancement to community involvement.

We are excited to announce our Opening Keynote Speaker

Our opening keynote will be presented by Liz High, co-author of the forthcoming book, "Think Like a Brand, Not a Bank: 5 Practical Strategies to Unlock Innovation, Connect with Customers and Grow."  Backed by extensive data and successful outcomes, Liz will present the research-based principles that employees at every level of a bank can utilize to better connect with customers and grow.

Here's what Liz has to say about brand power:

… to be relevant today and ensure growth tomorrow, financial institutions should take a cue from consumer brands. It's time to connect with customers and create meaningful experiences. With data rich insight and real-life examples, Think like a Brand, Not a Bank is a compelling look at how financial institutions can build value now and create a roadmap for the future.” – Liz High
Building a Holistic Financial Experience

Keynotes & Highlights for All Participants
•    How Environmental, Social and Governance (ESG) Can Create Value in Every Aspect of the Bank
•    A View from the C-Suite: A Conversation with Bank Leadership (back by popular demand!)
•    Fun Community Service Project
•    Golf Outing at The Sagamore's Donald Ross-designed course overlooking Lake George!

Trust & Investment Breakout Sessions
•    Today's Global Economy and its Impact on Banks
•    New IRA Rollover Rules: A Practical Guide
•    Generational Estate Planning
•    Special Needs Trusts and New NY Supportive Decision Making Law
•    Trends in Wealth Management: Portion Trends, Pricing, and Revenue Generation

Retail & Small Business Breakout Sessions
•    How Can Lenders Add Value to the Small Business Lending Relationship
•    CRA Overhaul & New Small Business Lending Data Requirements
•    Effective Coaching and Mentoring for Branch Success
•    DEI: Creating a Stronger All-Inclusive Workplace
•    SBA Lending, Alternative Lending Solutions and Access to Capital

NYBA’s Combined Retail & Small Business + Trust & Investment Conference provides a unique networking and knowledge development opportunity for New York’s banking professionals. In 2021, NYBA brought together Retail and Small Business bankers with their Trust and Investment colleagues for a conference experience that prioritized teambuilding and collaboration. After reviewing attendees’ evaluations from 2021, it was clear that this was an experience that was eye-opening for those who attended.

By attending this event you agree to NYBA's Event Policy and Disclaimer.


BHG Financial
Brown Brothers Harriman Trust Company
Flushing Bank
M&T Bank
Rondout Savings Bank
The Vanguard Group


“I think it’s a terrific opportunity for networking and to work to bridge the worlds of retail and trust/investments.”

“Great conference! Good combination; allowed for good networking across business lines.”

“I feel the combination was very helpful from both a substantive content perspective and from a networking perspective. Thanks!”

“Very useful, particularly regarding increasing communication between different bank divisions.”

Paint & Sip
with Splashes of Hope

-- no artistic experience necessary!

Join us for a beverage and a snack at 4:00 pm on September 14 and take part in a community service project with Splashes of Hope, which will help us create a whimsical mural to be gifted to a children's healthcare facility in New York State.
Golf Outing

Enjoy an afternoon beside breathtaking Lake George at The Sagamore's Donald Ross-designed golf course. In classic Ross fashion, The Sagamore Golf Course uses the natural environment to give each hole its challenge and beauty. The Golf Outing takes place on September 14. Group transportation to the Course will leave from the front of the hotel at 12 Noon. The first tee-off is at 12:30 pm. Boxed Lunch included.