Conveniently located 11 miles from Phoenix Sky Harbor International Airport, this AAA Four-Diamond awarded resort offers a multitude of on-site activities in a unique and spectacular setting. The property includes a spa, two 18-hole golf courses, an equestrian center, four pools, tennis courts, and jogging trails.

Call today to reserve your guest room. Be sure to reference our group by mentioning the FSI 2013 National In-Store Banking Conference to receive the group rate. Group rates will apply three (3) days prior to, and following the dates of the conference, based on availability.

• I look forward to this conference every year!!

• Very beneficial – this is what we needed.

• Honestly, one of the best conferences I have been to – great information combined with great fun.

• Speakers were fabulous; I would listen to them all again!

• Lots of takeaways!

In-Stores on F.I.R.E.Fostering In-Store Relationships Everyday

27th National In-Store Banking Conference

April 16-18, 2013Sheraton Wild Horse

Pass ResortChandler, Arizona

Sheraton Wild Horse Pass Resort

2012 Attendee Comments

Registration InformationRegister or download the registration form online at www.supermarketbank.com.

FSI Members* are allowed one FREE registrant per FSI Member Branch currently open or planned to be open by August 1, 2014. Additional associates may register at reduced rates. All conference registrations postmarked by March 15th will receive a discount off the registration fee.

Early Bird Discount Date – March 15, 2013 Before 3/15 After 3/15Primary FSI Member* Registration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FREE FREEAdditional FSI Member* Registration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $489 $569Non-FSI Member Registration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $1599 $1799 Guest (includes meals, breaks, & socials only) . . . . . . . . . . . . . . . . . . . . . . . $369 $419*An FSI Member is defined as a person working at or with an FSI Member Branch, which is currently open for business, or who has attended FSI Executive Planning.  An FSI Member Branch is an in-store branch facility that is currently under a Consulting/Training Agreement with Financial Supermarkets, Inc.  Some limitations may apply.

For hotel reservations, call 800-325-3535.Rate is $175 plus tax (single/double).Room reservations received after the reservation cut-off date, March 15, 2013, will be confirmed on a last standard room available based at the group rate.

Sheraton Wild Horse Pass Resort website: www.wildhorsepassresort.com

In a land of legends where wild horses still roam free, the Sheraton Wild Horse Pass Resort echoes the ancient cultures of the Pima and Maricopa People of the Gila River Indian Community.

• Great conference! Very motivating, informative, and helpful – can’t wait until next year!

• Love the funny, energetic speakers – keeps the crowd engaged.

• Loved all of the speakers.• I always get so much out of the

conference.• Lots of information and fun!• Love coming to the conference. I

always return with good ideas and information.

• Awesome networking opportunities. I met lots of new friends.

• I learned so much as a new manager and have lots to take back to our VPs.

• Will be back next year!• My first conference and loved it!• Wonderful conference!• Overall great experience!• Great speakers!

Idea Exchange and P.A. Drawing One of our most popular events of the conference is the Idea Exchange. This collection of proven, real promotions is on display for all attendees to explore. FSI Member* branch management and staff compete for prizes by submitting their best promotions. Ideas submitted will be awarded in the following categories: FSI Signature Award, Best Décor/Presentation, Best Branch Activity, Best Employee Game/Contest. Participants do not have to be present to win. Winners are chosen by attendees votes, select speakers, and FSI staff. These will be announced at the conference and posted via FSI’s Facebook page. Prizes for each award will be a free lunch for the entire branch staff.

In the PA Drawing, FSI Member* branch associates submit PA announcements used in their branch. For each PA announcement submitted, the participant’s name is entered into a drawing for a $100 VISA® gift card.

For more information or to enter your idea/PA, visit our website, www.supermarketbank.com and click on Events and Forms. All entries must be received by March 15th to be included in the display and voting/drawing.

Where There’s a Will, There’s a Way!Succeeding in the Face of Turbulent TimesDesi WilliamsonEntrepreneur, Speaker, & AuthorMinneapolis, MN Every person and organization has willpower and hidden assets within them that, when unleashed, can yield tremendous results. This program teaches the skills necessary to discover and tap into those powerful assets, in both your personal and professional life. The result is a powerful shift in mindset and behavior that inspires people to do extraordinary things despite adversity.

5:30 – 6:30 pm Networking Social Join us for a networking social on the Akimel Lawn, a peaceful outdoor venue along the recreated Gila River. Surrounded by spectacular views of the rich landscape and a stunning sunset of the West’s famed Sonoran Desert, this reception provides cocktails, heavy hors d’oeuvres, and great connections.

WEDNESDAY, APRIL 178:00 – 9:00 am Continental Breakfast9:00 am General Session

Strategies for an Age-Diverse WorkforceMeagan Johnson Generational HumoristJohnson Training GroupPhoenix, AZ Success is a team effort! In this highly charged, participatory presentation, Meagan Johnson outlines the dominant generational forces in the workplace and how each generation’s “generational signposts” drive motivation, influence company loyalty and delivery of customer service. Based on pre-conference audience interviews, Meagan will deliver a roadmap that will enable you to tackle your specific generational challenges. You’ll laugh while acquiring tools you can use immediately to improve your multi-generational relationships with clients, co-workers and in your everyday personal life.

Break

NEW THIS YEAR! Round-Robin Discussion Groups Created by request, this new feature is expected to be highly interactive and will offer a more saturated idea-sharing platform. A round-robin style discussion technique is useful bringing smaller groups together with a more balanced participation level. Attendees will choose and rotate through three (of four) 45-minute sessions. Each session will be led by an industry professional and geared toward a specific topic. Attendees are encouraged to get involved and become part of the discussion. Topics will include, but are not limited to the following: Keeping the Keepers, Closing the Sale, Winning Ideas, and Coaching Insights.

12:30 – 1:30 pm Lunch

Panelists include:• Dennis Barr - VP - Director of Real Estate, Kroger Co. - Fry’s Food and Drug • Lou Scudere – VP - Real Estate, Research & Site Development, K-VA-T Food Stores Inc.• Rob Brown - Region Manager, US Bank• Angie Taylor - VP - Director of Human Resources & Branch Administration, Citizens National Bank• Amy Tullos – VP - Operations, Denali Alaskan Federal Credit Union

Break

Marketing & Relationship-Building Strategies to Propel Your In-Store BranchMelissa Walsh VP, Marketing & Branch Admin.Bridgeway Federal Credit UnionPoughkeepsie, NY We can all agree that an in-store branch is very different from a traditional brick and mortar location. So…are you taking advantage of all the opportunities that exist with your in-store branch? Are you thinking outside the box when it comes to marketing and relationship-building strategies? This session will provide examples of marketing promotions that will increase branch traffic, relationship-building strategies that will bring you over your lease line, and business development techniques that will increase brand awareness.

Forces of Change in RetailMichael SansoloRetail Food Industry ConsultantSansolo Solutions, LLCPotomac, MD Seismic changes in the economy — in the demographics of the marketplace and in the technologies we all use constantly — are reshaping shoppers, communities, and the retail banking industry constantly. This presentation will examine the impact of these forces as well as the challenges and opportunities created for the financial community, help you build stronger partnerships with retailers, and assist in growing your business and customer loyalty to both.

5:30 – 7:30 pm Networking Social We invite you to attend this evening’s networking reception on the Hemapik Lawn. Enjoy cocktails, heavy hors d’oeuvres, beautiful scenery, and networking. It’s an excellent opportunity to converse with some of the panelists and presenters who will be participating in the program, or simply to catch up with friends and colleagues. Be sure to sign up earlier on this day for the Cornhole tournament! Cornhole is a lawn game in which players take turns throwing beanbags at a raised platform with a hole in the far end - similar to the game of horseshoes. This will be a fun, accelerated tournament format where anyone can play – no skill or knowledge of the game required – only a willingness to have a good time!

THURSDAY, APRIL 188:00 – 9:00 am Continental Breakfast9:00 am General Session

Teamwork. Relationships. Empowerment.Murel J. KiddRetail Sales Branch ManagerDenali Alaskan Federal Credit UnionEagle River, AK Every financial institution sets sales and service goals. Everyone at your branches, at one time or another, has issues with sustaining those goals. In-store branches face a unique challenge as they must compete with the variety of store specials, features and displays. Find out what Denali Alaskan does to achieve its sales goals by developing a sales-oriented team, building member relationships, and empowering staff with the drive to go “Above and Beyond” for the members’ financial success.

Engaging the Hispanic AudienceSandy VasquezIn-Store Branch Sales OfficerSecurity First Federal Credit UnionMcAllen, TX Located 20 miles from the Texas/Mexico border, Security First Federal Credit Union is leading the way in providing credit union products and services to meet the growing and constantly changing financial needs of the Hispanic communities they

serve. Sandy is responsible for the day-to-day operations of their in-store branch network consisting of 7 in-stores and approximately 45 associates. An understanding of the Hispanic culture is key to their successful marketing strategy. Sandy will share strategies and tactics to better address the needs of the country’s growing Hispanic consumer population.

Break

Best Practices to Improve Performance Desert Schools is Arizona’s largest credit union with $3 billion in assets, 370,000 members and more than 50 locations — 27 in-store. The 70-year-old credit union has been serving members with stellar service, innovative products, community outreach, and education. Prepare to make notes as Desert Schools takes the stage with twelve in-store branch managers who will demonstrate best coaching techniques in the areas of employee engagement, member experience, and sales effectiveness.

Action Creates Inspiration: Identifying and Prioritizing Actions That Build a Dynamic Team CultureSteve ScanlonExecutive CoachBuilding ChampionsLake Oswego, OR Your in-store program is only as strong as the staff running it. Steve spends his life coaching leaders on best practices and principles to take them beyond simple motivation and inspirational techniques. Commitment, dedication, and action are the foundation of relationships while trust stands as the greatest way to build a strong team. Coach Steve will present a reflection of your conference experience and provide tactical action items that you will be able to implement immediately upon returning to your branch(s).

11:30 am Adjourn

1:30 – 2:00 pm Optional Open Forum

Save Money. Bank Better.Shawn B. JonesDirector-Leasing Operations for Consumer ServicesWalmart Stores, Inc.Bentonville, AR

Mark Stephens, MAI, CCIM Sr. Leasing Manager Walmart Stores, Inc. Bentonville, AR Shawn and Mark will share Walmart’s view on in-store banking and why this is an important strategy for them. Discover new and exciting changes within Walmart that embrace and support their partnerships with retail financial institutions. Whether you are an existing Walmart partner or just window shopping opportunities, be sure to attend this informative open forum to ask your questions and hear candid responses relating to the value of retail partnerships.

2:00 – 5:00 pm General Session

Retail Partner Panel What are the keys to a successful partnership? What keeps retailers and financial managers up at night? Ask them yourself in the Retail Partner Panel In this panel discussion lead by moderator Michael Sansolo, hear responses from senior retail executives and regional financial leaders as they share their perspective on consumer wants and needs, strategy for growth, and in-store success.

Skek Thash!(In Pima, this means Good Day!) We invite you to experience a premier event within a truly unique property. Designed to be an authentic representation of the Gila River Indian Community’s heritage and culture, the Sheraton Wild Horse Pass Resort is a fascinating choice for FSI’s 27th National In-Store Banking Conference. Exciting and thought-provoking speakers will provide presentations offering many tangible takeaways for the seasoned executive as well as the novice in-store branch personnel. Take advantage of your time with industry-leading professionals as you network during the evening events. Re-energize your in-store team and get fresh ideas for effective promotions.  FSI believes that the retail environment is blazing, and in-store branches are on fire! As you plan for growth in your market, be sure you and your leaders stay on the forefront of our industry. Send your team to this exciting event to ignite their spirits and empower them to build a successful in-store program and a profitable future.

TUESDAY, APRIL 161:00 – 3:00 pm Registration3:00 – 5:00 pm General Session

Community Engagement Beyond the AislesJim AllenVP, Community BankingSAFE Credit UnionNorth Highlands, CA A successful community engagement program can be an effective tool for local financial institutions to connect with customers in new ways and provide differentiation. Jim will share successes and pitfalls in his experience with community banking and provide a framework for considering your participation in the communities you serve.

Where There’s a Will, There’s a Way!Succeeding in the Face of Turbulent TimesDesi WilliamsonEntrepreneur, Speaker, & AuthorMinneapolis, MN Every person and organization has willpower and hidden assets within them that, when unleashed, can yield tremendous results. This program teaches the skills necessary to discover and tap into those powerful assets, in both your personal and professional life. The result is a powerful shift in mindset and behavior that inspires people to do extraordinary things despite adversity.

5:30 – 6:30 pm Networking Social Join us for a networking social on the Akimel Lawn, a peaceful outdoor venue along the recreated Gila River. Surrounded by spectacular views of the rich landscape and a stunning sunset of the West’s famed Sonoran Desert, this reception provides cocktails, heavy hors d’oeuvres, and great connections.

WEDNESDAY, APRIL 178:00 – 9:00 am Continental Breakfast9:00 am General Session

Strategies for an Age-Diverse WorkforceMeagan Johnson Generational HumoristJohnson Training GroupPhoenix, AZ Success is a team effort! In this highly charged, participatory presentation, Meagan Johnson outlines the dominant generational forces in the workplace and how each generation’s “generational signposts” drive motivation, influence company loyalty and delivery of customer service. Based on pre-conference audience interviews, Meagan will deliver a roadmap that will enable you to tackle your specific generational challenges. You’ll laugh while acquiring tools you can use immediately to improve your multi-generational relationships with clients, co-workers and in your everyday personal life.

Break

NEW THIS YEAR! Round-Robin Discussion Groups Created by request, this new feature is expected to be highly interactive and will offer a more saturated idea-sharing platform. A round-robin style discussion technique is useful bringing smaller groups together with a more balanced participation level. Attendees will choose and rotate through three (of four) 45-minute sessions. Each session will be led by an industry professional and geared toward a specific topic. Attendees are encouraged to get involved and become part of the discussion. Topics will include, but are not limited to the following: Keeping the Keepers, Closing the Sale, Winning Ideas, and Coaching Insights.

12:30 – 1:30 pm Lunch

Panelists include:• Dennis Barr - VP - Director of Real Estate, Kroger Co. - Fry’s Food and Drug • Lou Scudere – VP - Real Estate, Research & Site Development, K-VA-T Food Stores Inc.• Rob Brown - Region Manager, US Bank• Angie Taylor - VP - Director of Human Resources & Branch Administration, Citizens National Bank• Amy Tullos – VP - Operations, Denali Alaskan Federal Credit Union

Break

Marketing & Relationship-Building Strategies to Propel Your In-Store BranchMelissa Walsh VP, Marketing & Branch Admin.Bridgeway Federal Credit UnionPoughkeepsie, NY We can all agree that an in-store branch is very different from a traditional brick and mortar location. So…are you taking advantage of all the opportunities that exist with your in-store branch? Are you thinking outside the box when it comes to marketing and relationship-building strategies? This session will provide examples of marketing promotions that will increase branch traffic, relationship-building strategies that will bring you over your lease line, and business development techniques that will increase brand awareness.

Forces of Change in RetailMichael SansoloRetail Food Industry ConsultantSansolo Solutions, LLCPotomac, MD Seismic changes in the economy — in the demographics of the marketplace and in the technologies we all use constantly — are reshaping shoppers, communities, and the retail banking industry constantly. This presentation will examine the impact of these forces as well as the challenges and opportunities created for the financial community, help you build stronger partnerships with retailers, and assist in growing your business and customer loyalty to both.

5:30 – 7:30 pm Networking Social We invite you to attend this evening’s networking reception on the Hemapik Lawn. Enjoy cocktails, heavy hors d’oeuvres, beautiful scenery, and networking. It’s an excellent opportunity to converse with some of the panelists and presenters who will be participating in the program, or simply to catch up with friends and colleagues. Be sure to sign up earlier on this day for the Cornhole tournament! Cornhole is a lawn game in which players take turns throwing beanbags at a raised platform with a hole in the far end - similar to the game of horseshoes. This will be a fun, accelerated tournament format where anyone can play – no skill or knowledge of the game required – only a willingness to have a good time!

THURSDAY, APRIL 188:00 – 9:00 am Continental Breakfast9:00 am General Session

Teamwork. Relationships. Empowerment.Murel J. KiddRetail Sales Branch ManagerDenali Alaskan Federal Credit UnionEagle River, AK Every financial institution sets sales and service goals. Everyone at your branches, at one time or another, has issues with sustaining those goals. In-store branches face a unique challenge as they must compete with the variety of store specials, features and displays. Find out what Denali Alaskan does to achieve its sales goals by developing a sales-oriented team, building member relationships, and empowering staff with the drive to go “Above and Beyond” for the members’ financial success.

Engaging the Hispanic AudienceSandy VasquezIn-Store Branch Sales OfficerSecurity First Federal Credit UnionMcAllen, TX Located 20 miles from the Texas/Mexico border, Security First Federal Credit Union is leading the way in providing credit union products and services to meet the growing and constantly changing financial needs of the Hispanic communities they

serve. Sandy is responsible for the day-to-day operations of their in-store branch network consisting of 7 in-stores and approximately 45 associates. An understanding of the Hispanic culture is key to their successful marketing strategy. Sandy will share strategies and tactics to better address the needs of the country’s growing Hispanic consumer population.

Break

Best Practices to Improve Performance Desert Schools is Arizona’s largest credit union with $3 billion in assets, 370,000 members and more than 50 locations — 27 in-store. The 70-year-old credit union has been serving members with stellar service, innovative products, community outreach, and education. Prepare to make notes as Desert Schools takes the stage with twelve in-store branch managers who will demonstrate best coaching techniques in the areas of employee engagement, member experience, and sales effectiveness.

Action Creates Inspiration: Identifying and Prioritizing Actions That Build a Dynamic Team CultureSteve ScanlonExecutive CoachBuilding ChampionsLake Oswego, OR Your in-store program is only as strong as the staff running it. Steve spends his life coaching leaders on best practices and principles to take them beyond simple motivation and inspirational techniques. Commitment, dedication, and action are the foundation of relationships while trust stands as the greatest way to build a strong team. Coach Steve will present a reflection of your conference experience and provide tactical action items that you will be able to implement immediately upon returning to your branch(s).

11:30 am Adjourn

1:30 – 2:00 pm Optional Open Forum

Save Money. Bank Better.Shawn B. JonesDirector-Leasing Operations for Consumer ServicesWalmart Stores, Inc.Bentonville, AR

Mark Stephens, MAI, CCIM Sr. Leasing Manager Walmart Stores, Inc. Bentonville, AR Shawn and Mark will share Walmart’s view on in-store banking and why this is an important strategy for them. Discover new and exciting changes within Walmart that embrace and support their partnerships with retail financial institutions. Whether you are an existing Walmart partner or just window shopping opportunities, be sure to attend this informative open forum to ask your questions and hear candid responses relating to the value of retail partnerships.

2:00 – 5:00 pm General Session

Retail Partner Panel What are the keys to a successful partnership? What keeps retailers and financial managers up at night? Ask them yourself in the Retail Partner Panel In this panel discussion lead by moderator Michael Sansolo, hear responses from senior retail executives and regional financial leaders as they share their perspective on consumer wants and needs, strategy for growth, and in-store success.

Skek Thash!(In Pima, this means Good Day!) We invite you to experience a premier event within a truly unique property. Designed to be an authentic representation of the Gila River Indian Community’s heritage and culture, the Sheraton Wild Horse Pass Resort is a fascinating choice for FSI’s 27th National In-Store Banking Conference. Exciting and thought-provoking speakers will provide presentations offering many tangible takeaways for the seasoned executive as well as the novice in-store branch personnel. Take advantage of your time with industry-leading professionals as you network during the evening events. Re-energize your in-store team and get fresh ideas for effective promotions.  FSI believes that the retail environment is blazing, and in-store branches are on fire! As you plan for growth in your market, be sure you and your leaders stay on the forefront of our industry. Send your team to this exciting event to ignite their spirits and empower them to build a successful in-store program and a profitable future.

TUESDAY, APRIL 161:00 – 3:00 pm Registration3:00 – 5:00 pm General Session

Community Engagement Beyond the AislesJim AllenVP, Community BankingSAFE Credit UnionNorth Highlands, CA A successful community engagement program can be an effective tool for local financial institutions to connect with customers in new ways and provide differentiation. Jim will share successes and pitfalls in his experience with community banking and provide a framework for considering your participation in the communities you serve.

Where There’s a Will, There’s a Way!Succeeding in the Face of Turbulent TimesDesi WilliamsonEntrepreneur, Speaker, & AuthorMinneapolis, MN Every person and organization has willpower and hidden assets within them that, when unleashed, can yield tremendous results. This program teaches the skills necessary to discover and tap into those powerful assets, in both your personal and professional life. The result is a powerful shift in mindset and behavior that inspires people to do extraordinary things despite adversity.

5:30 – 6:30 pm Networking Social Join us for a networking social on the Akimel Lawn, a peaceful outdoor venue along the recreated Gila River. Surrounded by spectacular views of the rich landscape and a stunning sunset of the West’s famed Sonoran Desert, this reception provides cocktails, heavy hors d’oeuvres, and great connections.

WEDNESDAY, APRIL 178:00 – 9:00 am Continental Breakfast9:00 am General Session

Strategies for an Age-Diverse WorkforceMeagan Johnson Generational HumoristJohnson Training GroupPhoenix, AZ Success is a team effort! In this highly charged, participatory presentation, Meagan Johnson outlines the dominant generational forces in the workplace and how each generation’s “generational signposts” drive motivation, influence company loyalty and delivery of customer service. Based on pre-conference audience interviews, Meagan will deliver a roadmap that will enable you to tackle your specific generational challenges. You’ll laugh while acquiring tools you can use immediately to improve your multi-generational relationships with clients, co-workers and in your everyday personal life.

Break

NEW THIS YEAR! Round-Robin Discussion Groups Created by request, this new feature is expected to be highly interactive and will offer a more saturated idea-sharing platform. A round-robin style discussion technique is useful bringing smaller groups together with a more balanced participation level. Attendees will choose and rotate through three (of four) 45-minute sessions. Each session will be led by an industry professional and geared toward a specific topic. Attendees are encouraged to get involved and become part of the discussion. Topics will include, but are not limited to the following: Keeping the Keepers, Closing the Sale, Winning Ideas, and Coaching Insights.

12:30 – 1:30 pm Lunch

Panelists include:• Dennis Barr - VP - Director of Real Estate, Kroger Co. - Fry’s Food and Drug • Lou Scudere – VP - Real Estate, Research & Site Development, K-VA-T Food Stores Inc.• Rob Brown - Region Manager, US Bank• Angie Taylor - VP - Director of Human Resources & Branch Administration, Citizens National Bank• Amy Tullos – VP - Operations, Denali Alaskan Federal Credit Union

Break

Marketing & Relationship-Building Strategies to Propel Your In-Store BranchMelissa Walsh VP, Marketing & Branch Admin.Bridgeway Federal Credit UnionPoughkeepsie, NY We can all agree that an in-store branch is very different from a traditional brick and mortar location. So…are you taking advantage of all the opportunities that exist with your in-store branch? Are you thinking outside the box when it comes to marketing and relationship-building strategies? This session will provide examples of marketing promotions that will increase branch traffic, relationship-building strategies that will bring you over your lease line, and business development techniques that will increase brand awareness.

Forces of Change in RetailMichael SansoloRetail Food Industry ConsultantSansolo Solutions, LLCPotomac, MD Seismic changes in the economy — in the demographics of the marketplace and in the technologies we all use constantly — are reshaping shoppers, communities, and the retail banking industry constantly. This presentation will examine the impact of these forces as well as the challenges and opportunities created for the financial community, help you build stronger partnerships with retailers, and assist in growing your business and customer loyalty to both.

5:30 – 7:30 pm Networking Social We invite you to attend this evening’s networking reception on the Hemapik Lawn. Enjoy cocktails, heavy hors d’oeuvres, beautiful scenery, and networking. It’s an excellent opportunity to converse with some of the panelists and presenters who will be participating in the program, or simply to catch up with friends and colleagues. Be sure to sign up earlier on this day for the Cornhole tournament! Cornhole is a lawn game in which players take turns throwing beanbags at a raised platform with a hole in the far end - similar to the game of horseshoes. This will be a fun, accelerated tournament format where anyone can play – no skill or knowledge of the game required – only a willingness to have a good time!

THURSDAY, APRIL 188:00 – 9:00 am Continental Breakfast9:00 am General Session

Teamwork. Relationships. Empowerment.Murel J. KiddRetail Sales Branch ManagerDenali Alaskan Federal Credit UnionEagle River, AK Every financial institution sets sales and service goals. Everyone at your branches, at one time or another, has issues with sustaining those goals. In-store branches face a unique challenge as they must compete with the variety of store specials, features and displays. Find out what Denali Alaskan does to achieve its sales goals by developing a sales-oriented team, building member relationships, and empowering staff with the drive to go “Above and Beyond” for the members’ financial success.

Engaging the Hispanic AudienceSandy VasquezIn-Store Branch Sales OfficerSecurity First Federal Credit UnionMcAllen, TX Located 20 miles from the Texas/Mexico border, Security First Federal Credit Union is leading the way in providing credit union products and services to meet the growing and constantly changing financial needs of the Hispanic communities they

serve. Sandy is responsible for the day-to-day operations of their in-store branch network consisting of 7 in-stores and approximately 45 associates. An understanding of the Hispanic culture is key to their successful marketing strategy. Sandy will share strategies and tactics to better address the needs of the country’s growing Hispanic consumer population.

Break

Best Practices to Improve Performance Desert Schools is Arizona’s largest credit union with $3 billion in assets, 370,000 members and more than 50 locations — 27 in-store. The 70-year-old credit union has been serving members with stellar service, innovative products, community outreach, and education. Prepare to make notes as Desert Schools takes the stage with twelve in-store branch managers who will demonstrate best coaching techniques in the areas of employee engagement, member experience, and sales effectiveness.

Action Creates Inspiration: Identifying and Prioritizing Actions That Build a Dynamic Team CultureSteve ScanlonExecutive CoachBuilding ChampionsLake Oswego, OR Your in-store program is only as strong as the staff running it. Steve spends his life coaching leaders on best practices and principles to take them beyond simple motivation and inspirational techniques. Commitment, dedication, and action are the foundation of relationships while trust stands as the greatest way to build a strong team. Coach Steve will present a reflection of your conference experience and provide tactical action items that you will be able to implement immediately upon returning to your branch(s).

11:30 am Adjourn

1:30 – 2:00 pm Optional Open Forum

Save Money. Bank Better.Shawn B. JonesDirector-Leasing Operations for Consumer ServicesWalmart Stores, Inc.Bentonville, AR

Mark Stephens, MAI, CCIM Sr. Leasing Manager Walmart Stores, Inc. Bentonville, AR Shawn and Mark will share Walmart’s view on in-store banking and why this is an important strategy for them. Discover new and exciting changes within Walmart that embrace and support their partnerships with retail financial institutions. Whether you are an existing Walmart partner or just window shopping opportunities, be sure to attend this informative open forum to ask your questions and hear candid responses relating to the value of retail partnerships.

2:00 – 5:00 pm General Session

Retail Partner Panel What are the keys to a successful partnership? What keeps retailers and financial managers up at night? Ask them yourself in the Retail Partner Panel In this panel discussion lead by moderator Michael Sansolo, hear responses from senior retail executives and regional financial leaders as they share their perspective on consumer wants and needs, strategy for growth, and in-store success.

Skek Thash!(In Pima, this means Good Day!) We invite you to experience a premier event within a truly unique property. Designed to be an authentic representation of the Gila River Indian Community’s heritage and culture, the Sheraton Wild Horse Pass Resort is a fascinating choice for FSI’s 27th National In-Store Banking Conference. Exciting and thought-provoking speakers will provide presentations offering many tangible takeaways for the seasoned executive as well as the novice in-store branch personnel. Take advantage of your time with industry-leading professionals as you network during the evening events. Re-energize your in-store team and get fresh ideas for effective promotions.  FSI believes that the retail environment is blazing, and in-store branches are on fire! As you plan for growth in your market, be sure you and your leaders stay on the forefront of our industry. Send your team to this exciting event to ignite their spirits and empower them to build a successful in-store program and a profitable future.

TUESDAY, APRIL 161:00 – 3:00 pm Registration3:00 – 5:00 pm General Session

Community Engagement Beyond the AislesJim AllenVP, Community BankingSAFE Credit UnionNorth Highlands, CA A successful community engagement program can be an effective tool for local financial institutions to connect with customers in new ways and provide differentiation. Jim will share successes and pitfalls in his experience with community banking and provide a framework for considering your participation in the communities you serve.

Conveniently located 11 miles from Phoenix Sky Harbor International Airport, this AAA Four-Diamond awarded resort offers a multitude of on-site activities in a unique and spectacular setting. The property includes a spa, two 18-hole golf courses, an equestrian center, four pools, tennis courts, and jogging trails.

Call today to reserve your guest room. Be sure to reference our group by mentioning the FSI 2013 National In-Store Banking Conference to receive the group rate. Group rates will apply three (3) days prior to, and following the dates of the conference, based on availability.

• I look forward to this conference every year!!

• Very beneficial – this is what we needed.

• Honestly, one of the best conferences I have been to – great information combined with great fun.

• Speakers were fabulous; I would listen to them all again!

• Lots of takeaways!

In-Stores on F.I.R.E.Fostering In-Store Relationships Everyday

27th National In-Store Banking Conference

April 16-18, 2013Sheraton Wild Horse

Pass ResortChandler, Arizona

Sheraton Wild Horse Pass Resort

2012 Attendee Comments

Registration InformationRegister or download the registration form online at www.supermarketbank.com.

FSI Members* are allowed one FREE registrant per FSI Member Branch currently open or planned to be open by August 1, 2014. Additional associates may register at reduced rates. All conference registrations postmarked by March 15th will receive a discount off the registration fee.

Early Bird Discount Date – March 15, 2013 Before 3/15 After 3/15Primary FSI Member* Registration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FREE FREEAdditional FSI Member* Registration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $489 $569Non-FSI Member Registration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $1599 $1799 Guest (includes meals, breaks, & socials only) . . . . . . . . . . . . . . . . . . . . . . . $369 $419*An FSI Member is defined as a person working at or with an FSI Member Branch, which is currently open for business, or who has attended FSI Executive Planning.  An FSI Member Branch is an in-store branch facility that is currently under a Consulting/Training Agreement with Financial Supermarkets, Inc.  Some limitations may apply.

For hotel reservations, call 800-325-3535.Rate is $175 plus tax (single/double).Room reservations received after the reservation cut-off date, March 15, 2013, will be confirmed on a last standard room available based at the group rate.

Sheraton Wild Horse Pass Resort website: www.wildhorsepassresort.com

In a land of legends where wild horses still roam free, the Sheraton Wild Horse Pass Resort echoes the ancient cultures of the Pima and Maricopa People of the Gila River Indian Community.

• Great conference! Very motivating, informative, and helpful – can’t wait until next year!

• Love the funny, energetic speakers – keeps the crowd engaged.

• Loved all of the speakers.• I always get so much out of the

conference.• Lots of information and fun!• Love coming to the conference. I

always return with good ideas and information.

• Awesome networking opportunities. I met lots of new friends.

• I learned so much as a new manager and have lots to take back to our VPs.

• Will be back next year!• My first conference and loved it!• Wonderful conference!• Overall great experience!• Great speakers!

Idea Exchange and P.A. Drawing One of our most popular events of the conference is the Idea Exchange. This collection of proven, real promotions is on display for all attendees to explore. FSI Member* branch management and staff compete for prizes by submitting their best promotions. Ideas submitted will be awarded in the following categories: FSI Signature Award, Best Décor/Presentation, Best Branch Activity, Best Employee Game/Contest. Participants do not have to be present to win. Winners are chosen by attendees votes, select speakers, and FSI staff. These will be announced at the conference and posted via FSI’s Facebook page. Prizes for each award will be a free lunch for the entire branch staff.

In the PA Drawing, FSI Member* branch associates submit PA announcements used in their branch. For each PA announcement submitted, the participant’s name is entered into a drawing for a $100 VISA® gift card.

For more information or to enter your idea/PA, visit our website, www.supermarketbank.com and click on Events and Forms. All entries must be received by March 15th to be included in the display and voting/drawing.

Conveniently located 11 miles from Phoenix Sky Harbor International Airport, this AAA Four-Diamond awarded resort offers a multitude of on-site activities in a unique and spectacular setting. The property includes a spa, two 18-hole golf courses, an equestrian center, four pools, tennis courts, and jogging trails.

Call today to reserve your guest room. Be sure to reference our group by mentioning the FSI 2013 National In-Store Banking Conference to receive the group rate. Group rates will apply three (3) days prior to, and following the dates of the conference, based on availability.

• I look forward to this conference every year!!

• Very beneficial – this is what we needed.

• Honestly, one of the best conferences I have been to – great information combined with great fun.

• Speakers were fabulous; I would listen to them all again!

• Lots of takeaways!

In-Stores on F.I.R.E.Fostering In-Store Relationships Everyday

27th National In-Store Banking Conference

April 16-18, 2013Sheraton Wild Horse

Pass ResortChandler, Arizona

Sheraton Wild Horse Pass Resort

2012 Attendee Comments

Registration InformationRegister or download the registration form online at www.supermarketbank.com.

FSI Members* are allowed one FREE registrant per FSI Member Branch currently open or planned to be open by August 1, 2014. Additional associates may register at reduced rates. All conference registrations postmarked by March 15th will receive a discount off the registration fee.

Early Bird Discount Date – March 15, 2013 Before 3/15 After 3/15Primary FSI Member* Registration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FREE FREEAdditional FSI Member* Registration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $489 $569Non-FSI Member Registration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $1599 $1799 Guest (includes meals, breaks, & socials only) . . . . . . . . . . . . . . . . . . . . . . . $369 $419*An FSI Member is defined as a person working at or with an FSI Member Branch, which is currently open for business, or who has attended FSI Executive Planning.  An FSI Member Branch is an in-store branch facility that is currently under a Consulting/Training Agreement with Financial Supermarkets, Inc.  Some limitations may apply.

For hotel reservations, call 800-325-3535.Rate is $175 plus tax (single/double).Room reservations received after the reservation cut-off date, March 15, 2013, will be confirmed on a last standard room available based at the group rate.

Sheraton Wild Horse Pass Resort website: www.wildhorsepassresort.com

In a land of legends where wild horses still roam free, the Sheraton Wild Horse Pass Resort echoes the ancient cultures of the Pima and Maricopa People of the Gila River Indian Community.

• Great conference! Very motivating, informative, and helpful – can’t wait until next year!

• Love the funny, energetic speakers – keeps the crowd engaged.

• Loved all of the speakers.• I always get so much out of the

conference.• Lots of information and fun!• Love coming to the conference. I

always return with good ideas and information.

• Awesome networking opportunities. I met lots of new friends.

• I learned so much as a new manager and have lots to take back to our VPs.

• Will be back next year!• My first conference and loved it!• Wonderful conference!• Overall great experience!• Great speakers!

Idea Exchange and P.A. Drawing One of our most popular events of the conference is the Idea Exchange. This collection of proven, real promotions is on display for all attendees to explore. FSI Member* branch management and staff compete for prizes by submitting their best promotions. Ideas submitted will be awarded in the following categories: FSI Signature Award, Best Décor/Presentation, Best Branch Activity, Best Employee Game/Contest. Participants do not have to be present to win. Winners are chosen by attendees votes, select speakers, and FSI staff. These will be announced at the conference and posted via FSI’s Facebook page. Prizes for each award will be a free lunch for the entire branch staff.

In the PA Drawing, FSI Member* branch associates submit PA announcements used in their branch. For each PA announcement submitted, the participant’s name is entered into a drawing for a $100 VISA® gift card.

For more information or to enter your idea/PA, visit our website, www.supermarketbank.com and click on Events and Forms. All entries must be received by March 15th to be included in the display and voting/drawing.