+ All Categories
Home > Documents > THE VALUE OF MEMERSHIP · Citigroup Inc. U.S. Bancorp Capital One Financial PNC Financial TD Bank...

THE VALUE OF MEMERSHIP · Citigroup Inc. U.S. Bancorp Capital One Financial PNC Financial TD Bank...

Date post: 22-Aug-2020
Category:
Upload: others
View: 0 times
Download: 0 times
Share this document with a friend
12
THE VALUE OF MEMBERSHIP
Transcript
Page 1: THE VALUE OF MEMERSHIP · Citigroup Inc. U.S. Bancorp Capital One Financial PNC Financial TD Bank BB&T Corporation SunTrust Banks Charles Schwab HSBC USA Inc. Citizens Financial Fifth

THE VALUE OF

MEMBERSHIP

Page 2: THE VALUE OF MEMERSHIP · Citigroup Inc. U.S. Bancorp Capital One Financial PNC Financial TD Bank BB&T Corporation SunTrust Banks Charles Schwab HSBC USA Inc. Citizens Financial Fifth

Access

Interact and work with retail banking’s decision makers.

CBA’s leadership is composed of top senior executives who participate on CBA’s 13 committees

(and reach more than 500 bankers each month), as well as the heads of retail who compose

CBA’s Board of Directors.

These same executives plan and attend CBA LIVE, retail banking’s must attend event.

Quality

Share insights and trends shaping the industry.

CBA’s cutting-edge educational opportunities include: CBA LIVE, retail banking’s must attend

annual conference, its Advanced Education programs, and webinars.

The best in retail banking participate in CBA’s work.

Exclusivity

Be among the influential.

A smaller, deeply engaged group of associate members benefits all parties: less competition for

you, better business partners for our bankers, more participation by everyone.

THE VALUE OF MEMBERSHIP

1225 EYE STREET, NW, #550, WASHINGTON, DC 20005

consumerbankers.com

Page 3: THE VALUE OF MEMERSHIP · Citigroup Inc. U.S. Bancorp Capital One Financial PNC Financial TD Bank BB&T Corporation SunTrust Banks Charles Schwab HSBC USA Inc. Citizens Financial Fifth

Leading the way

CBA is attracting more bankers, senior decision makers and diversifying our member-ship base. We’re proud to represent 69 Corporate members—an all-time high. CBA is home to 13 standing committees - with the recent additions of: Risk, Internal Audit Governance and Talent Management, attracting participation of 80 new senior banking executives. Our enhanced CBA LIVE forum programming offers more opportunities for you to engage as speakers or panelists. Banker attendance at CBA LIVE has more than doubled since the first event in 2010 and has grown by 90 since 2015. Webinar attendance has grown by 2,000 since 2015.

Leadership on issues

CBA’s thought leadership, specifically regarding the Bureau of Consumer Financial Protection, is impelling the industry forward on issues most important to our members, including:

Access to senior regulatory and legislative policy makers, including BCFP Acting Director Mick Mulvaney and OCC Comptroller Joseph Otting.

Working with the White House to make recommendations for leadership and policy.

Hosting membership-wide alerts, calls or webinars on breaking industry news.

Educating future banking leaders

For more than 60 years, we have provide cutting-edge educational opportunities to today’s retail bank executives and the next generation of banking leaders. CBA OnSite Education provides an essential set of tools to better integrate associates with the inner workings of a financial institution. Being able to translate the content and material back to the customer experience is a key benefit.

CBA IS A RETAIL BANKING LEADER

1225 EYE STREET, NW, #550, WASHINGTON, DC 20005

consumerbankers.com

Page 4: THE VALUE OF MEMERSHIP · Citigroup Inc. U.S. Bancorp Capital One Financial PNC Financial TD Bank BB&T Corporation SunTrust Banks Charles Schwab HSBC USA Inc. Citizens Financial Fifth

Associate Member Benefits

Associate Membership is open to organizations who provide products or services to the retail banking industry and financial service companies who are not federally insured. Membership runs from October 1 through September 30 of the following year. CBA is proud of the value and benefits we provide your business, including:

Access to CBA Corporate Members, such as: - Networking at CBA LIVE and other CBA events; - Exhibit and Sponsorship opportunities at CBA events; - Discounted registration for CBA LIVE; and - Hosting opportunities for CBA Committee and VIP events.

Access to membership mailing lists (includes mailing address and email): - One (1) CBA corporate membership directory sent annually: includes top contact at each CBA member bank. - Two (2) targeted lists from CBA’s extensive database.

Webinar hosting opportunities: propose a relevant topic and speakers for a webinar and CBA will handle the marketing, registration and live hosting of the webinar (at an additional cost)

View CBA Webinars live or on-demand at no cost

White Paper publishing in the CBA White Paper Library (at an additional cost)

Member-only legislative and regulatory alerts, conference calls and webinars.

Free Subscription to the CBA Weekly Report: read the week’s top retail banking news from our CEO and review government relations issues relevant to your business.

Free Subscription to CBA SmartBrief: get the latest industry news each morning, and adver-tise your business to key industry professionals.

Member Referral and Conference Rewards Programs: Associate Members are great CBA am-bassadors. CBA’s member referral programs for membership and conferences is our thank you for promoting CBA.

A listing in CBA’s online Associate Member Directory

For more information please contact:

Maren Colon Director, Associate Membership & Exhibits, Corporate Philanthropy (202) 552-6394 [email protected]

ASSOCIATE MEMBER BENEFITS

1225 EYE STREET, NW, #550, WASHINGTON, DC 20005

consumerbankers.com

Page 5: THE VALUE OF MEMERSHIP · Citigroup Inc. U.S. Bancorp Capital One Financial PNC Financial TD Bank BB&T Corporation SunTrust Banks Charles Schwab HSBC USA Inc. Citizens Financial Fifth

$50-$100 Billion

BBVA Compass

Santander Bank

USAA Federal Savings

Synchrony

Comerica

Zions Bancorp

Under $10 Billion

BancFirst

First Commonwealth

Woodforest Bank

Five Star Bank

Broadway Bank

First American Bank

Texas Dow Employees CU

Credit Human FCU

Crescent Bank

Independent Bank

1st Financial Bank

$100 Billion +

JPMorgan Chase

Bank of America

Wells Fargo and Co.

Citigroup Inc.

U.S. Bancorp

Capital One Financial

PNC Financial

TD Bank

BB&T Corporation

SunTrust Banks

Charles Schwab

HSBC USA Inc.

Citizens Financial

Fifth Third Bancorp

Ally Bank

KeyCorp

M&T Bank

Regions Financial

MUFG Union Bank

American Express

Bank of the West

BMO Harris Bank

Huntington Bancshares

Discover Financial

$10-$50 Billion

CIT

First Tennessee Bank

TIAA Bank

Frost Bank

Synovus Bank

Associated Bank

IBERIABANK

Webster Bank

Commerce Bancshares

Hancock Whitney Bank

TCF Bank

Bank OZK

Sallie Mae Bank

United Bank

Bank of Hawaii

Old National Bancorp

State Farm Bank

Flagstar Bank

Comenity Bank

Rabobank

IBC

First Financial Bank

First Interstate Bank

Union Bank and Trust

WesBanco

Rockland Trust Company

Eastern Bank

Banner Bank

OUR MISSION The Consumer Bankers Association partners with the nation's leading retail banks to promote

sound policy, prepare the next generation of bankers, and finance the dreams of consumers

and small businesses.

CORPORATE MEMBERS

1225 EYE STREET, NW, #550, WASHINGTON, DC 20005

consumerbankers.com

Page 6: THE VALUE OF MEMERSHIP · Citigroup Inc. U.S. Bancorp Capital One Financial PNC Financial TD Bank BB&T Corporation SunTrust Banks Charles Schwab HSBC USA Inc. Citizens Financial Fifth

Todd Barnhart Chair PNC Financial Services Group EXECUTIVE VICE PRESIDENT, HEAD OF BRANCH BANKING Nitin Mhatre Chair-Elect Webster Bank, N.A. EXECUTIVE VICE PRESIDENT, CONSUMER AND BUSINESS BANKING

Brad L. Conner Immediate Past Chair Citizens Financial Group, Inc. VICE CHAIRMAN, CONSUMER BANKING

Michael Aust Comerica Bank EXECUTIVE VICE PRESIDENT, DIRECTOR OF RETAIL BANK

Ryan Bailey Bank of the West EXECUTIVE VICE PRESIDENT, HEAD OF RETAIL BANKING GROUP

Chad Borton USAA Federal Savings Bank PRESIDENT

Ross Carey U.S. Bank EXECUTIVE VICE PRESIDENT, BUSINESS BANKING DIVISION, COMMUNITY BANKING & BRANCH DELIVERY

Michael Cleary Santander Bank, N.A. CO-PRESIDENT AND HEAD OF CONSUMER & BUSINESS BANKING

Dennis Devine KeyBank CO-PRESIDENT OF KEY COMMUNITY BANK, CONSUMER & BUSINESS BANKING

John Durrant Capital One Bank SENIOR VICE PRESIDENT, LOCAL CONSUMER PRODUCT AND MARKETING

Sol Gindi JPMorgan Chase & Co. CHIEF ADMINISTRATIVE OFFICER, CHASE CONSUMER BANKING

Richard S. Gold M&T Bank PRESIDENT & CHIEF OPERATING OFFICER

Pierre Habis MUFG Union MANAGING DIRECTOR, HEAD OF CONSUMER BANKING

Andrew J. Harmening The Huntington National Bank SENIOR EXECUTIVE VICE PRESIDENT, RETAIL & BUSINESS BANKING DIRECTOR

William H. Howle Citibank PRESIDENT OF U.S. RETAIL BANKING & MORTGAGE

Ellen C. Koebler SunTrust Banks, Inc. CHIEF RISK OFFICER

Robert M. Kottler IBERIABANK EXECUTIVE VICE PRESIDENT AND DIRECTOR OF RETAIL AND SMALL BUSINESS

Michelle Lee Wells Fargo Bank, N.A. PRESIDENT, COMMUNITY BANKING, EASTERN REGION

Cathy Nash Woodforest National Bank PRESIDENT AND CHIEF EXECUTIVE OFFICER

Scott Peters Regions Financial Corporation SENIOR EXECUTIVE VICE

PRESIDENT, CONSUMER SERVICES

GROUP HEAD

James Peterson TD BANK

EXECUTIVE VICE PRESIDENT, HEAD OF U.S. RETAIL PRODUCTS

Clarke R. Starnes, III BB&T Corporation SENIOR EXECUTIVE VICE PRESIDENT & CHIEF RISK OFFICER

Tim Spence Fifth Third Bank EXECUTIVE VICE PRESIDENT, HEAD OF CONSUMER BANK

Cagri Suzer BBVA Compass HEAD OF RETAIL BANKING

David Tyrie Bank of America Corporation HEAD OF ADVANCED SOLUTIONS AND DIGITAL BANKING

BOARD MEMBERS

1225 EYE STREET, NW, #550, WASHINGTON, DC 20005

consumerbankers.com

Page 7: THE VALUE OF MEMERSHIP · Citigroup Inc. U.S. Bancorp Capital One Financial PNC Financial TD Bank BB&T Corporation SunTrust Banks Charles Schwab HSBC USA Inc. Citizens Financial Fifth

Automobile Finance Committee

Chair: Richard Porrello, Huntington Bank | Vice Chair: David Hollodick, Bank of America

Community Reinvestment Committee

Chair: Sue Whitson, BMO Harris Bank | Vice Chair: Yvonne Blumenthal, US Bank

CFPB Committee

Chair: Tangie Holland, Regions Bank | Vice Chair: Brian Cahoon, BMO Harris

Default Management Committee

Chair: Michael Grossberg, PNC | Vice Chair: Heather Bentley, Citizens Bank

Deposits & Payments Committee

Chair: Kevin Condon, Bank of America | Vice Chair: Desiree Wolfe, Webster Bank

Digital Channels Committee

Chair: Josh Winstead, TIAA Bank | Vice Chair: Kristy Brandon, Citizens Bank

Education Funding Committee

Chair: John Vidovich, Discover Financial | Vice Chair: Christine Roberts, Citizens Bank

Fair and Responsible Banking Committee

Chair: Christina Speh, TD Bank | Vice Chair: Mark Schultz, Capital One Bank

Home Equity Lending Committee

Chair: Tom Parrish, BMO Harris | Vice Chair: Domenick Forte, Citizens Bank

Internal Audit Committee

Chair: Janine Pappas, TIAA Bank | Vice Chair: Jeremy Harlow, American Express

Risk Committee

Chair: David Mehrle, Huntington Bank| Vice Chair: Ricardo Serrano, BBVA Compass

Small Business Banking Committee

Chair: Gail Gandy, Wells Fargo | Vice Chair: Richard Foster, Frost Bank

Talent Management Committee

Chair: John Jordan, Bank of America | Vice Chair: Jenny Rhodes, PNC Bank

COMMITTEE LEADERSHIP

1225 EYE STREET, NW, #550, WASHINGTON, DC 20005

consumerbankers.com

Page 8: THE VALUE OF MEMERSHIP · Citigroup Inc. U.S. Bancorp Capital One Financial PNC Financial TD Bank BB&T Corporation SunTrust Banks Charles Schwab HSBC USA Inc. Citizens Financial Fifth

Standing Committees Auto Finance CFPB Community Reinvestment Default Management Deposits & Payments Digital Channels Education Funding Fair & Responsible Banking Home Equity Lending Internal Audit Risk Small Business Banking Talent Management

Board Councils & Forums Education Council Government Relations Council Membership Council Mid-Tier Retail Executive Forum

Ancillary Products Branch Transformation Campus Products Communications Consumer Complaints EBS Faculty Advisory EBS Faculty Fraud

Government Representatives HMDA Home Equity—Product Home Equity—Risk Home Equity—Underwriting/Fulfillment Privacy/Data Security Wealth Management

COMMITTEES

1225 EYE STREET, NW, #550, WASHINGTON, DC 20005

consumerbankers.com

Page 9: THE VALUE OF MEMERSHIP · Citigroup Inc. U.S. Bancorp Capital One Financial PNC Financial TD Bank BB&T Corporation SunTrust Banks Charles Schwab HSBC USA Inc. Citizens Financial Fifth

CBA LIVE is the must-attend event for the retail banking industry. Senior level bankers and those doing business with the industry gather from across the country to experience this premier event. CBA LIVE offers top-notch programming tailored toward professionals motivated to learn new trends and share ideas with the most influential decision makers in the

business. Visit CBALIVE.info to learn more.

At CBA LIVE,

You'll Experience...

90 hours of info-packed programming

Dynamic speakers from retail banking and beyond

13 concurrent and diverse forums

Unprecedented networking with senior level retail

Data based on past CBA LIVE attendance

CBA LIVE

1225 EYE STREET, NW, #550, WASHINGTON, DC 20005

consumerbankers.com

Page 10: THE VALUE OF MEMERSHIP · Citigroup Inc. U.S. Bancorp Capital One Financial PNC Financial TD Bank BB&T Corporation SunTrust Banks Charles Schwab HSBC USA Inc. Citizens Financial Fifth

Sponsored Webinars and White Papers are effective tools to showcase your company’s unique perspectives and insights on top of mind issues for senior banking executives. Provide trends, analysis and thought leadership to CBA’s membership while CBA handles the back-end logistics and marketing. CBA Webinars and White papers are promoted via member emails, CBA SmartBrief, CBA Weekly Report and social media. All sponsored webinars and white papers are housed on www.consumerbankers.com for a full year, serving as a great resource for members.

WEBINARS & WHITEPAPERS

1225 EYE STREET, NW, #550, WASHINGTON, DC 20005

consumerbankers.com

Page 11: THE VALUE OF MEMERSHIP · Citigroup Inc. U.S. Bancorp Capital One Financial PNC Financial TD Bank BB&T Corporation SunTrust Banks Charles Schwab HSBC USA Inc. Citizens Financial Fifth

Membership Application

Associate membership is open to organizations providing products or services to the retail financial services community

and finance companies not federally insured. Choose from three membership levels:

HOLDING COMPANY ASSOCIATE

MEMBERSHIP

Designed for companies with multiple

entities, but owned by the same

parent. Companies will be listed

under their individual names and all

may attend CBA programs.

ASSOCIATE MEMBERSHIP

Designed for companies which

desire to participate and attend,

exhibit or sponsor at CBA events.

$11,000 per holding company, plus

$1,000 per associated company annually.

$10,000 per company annually.

NON-PROFIT ASSOCIATE

MEMBERSHIP

Designed for non-profit

companies

$3,500 per company annually.

Application

How did you learn about CBA? Mailing CBA Website Advertisement

Referred by a CBA Member (please list referring company) ______________________________

MEMBER COMPANY INFO │ Holding Company Associate Members must complete a form for each associated company.

Company Name:

Street Address:

City: State: Zip:

Website:

Twitter: Phone:

Contacts

CBA REPRESENTATIVE CONTACT DETAILS

Representative’s Name:

Title:

Functional Title:

Email:

Phone: Twitter:

Page 12: THE VALUE OF MEMERSHIP · Citigroup Inc. U.S. Bancorp Capital One Financial PNC Financial TD Bank BB&T Corporation SunTrust Banks Charles Schwab HSBC USA Inc. Citizens Financial Fifth

Membership Application

Contacts (continued)

CBA DUES PAYER CONTACT DETAILS

Name:

Title:

Functional Title:

Email:

Phone: Fax:

CBA EXHIBIT & SPONSORSHIP CONTACT DETAILS

Name:

Title:

Functional Title:

Email:

Phone: Fax:

NOTE: If mailing addresses for the contacts above are different from the Company address, please send on a separate paper and attach to application.

Company Description

To complete your membership application, please email a brief description of your company (maximum of 60 words) to

[email protected].

Authorization

Applicant’s Signature:

Title:

Date:

Submit Application

Please return this application to: CBA │ 1225 Eye Street, NW, #550, Washington, DC 20005 │ Fax 202.552.6391

For question or additional information, contact Maren Colon at 202.552.6394 or [email protected].

CONTINUED


Recommended