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Friday October 9, 2026 10:10am - 10:30am EDT
As the M&A floodgates have opened, community banks in markets across the country are being acquired, almost always by larger banks, often headquartered far away. This has created a host of opportunities for community and regional banks unions to proactively reach out to the customers of these acquired institutions.
This session will provide tactical advice as to how best approach and appeal to these customers who are at best nervous and at worst downright unhappy about changing banks.

Speakers
avatar for Ted Rosen

Ted Rosen

President, Expert Business Development, Inc.
Theodore A. Rosen is President of Expert Business Development, LLC, a firm he founded in 1993, specializing in helping community and regional banks, and other financial service providers build commercial relationships though professional appointment setting, sales process design and... Read More →
Friday October 9, 2026 10:10am - 10:30am EDT
Apollo I-IV

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