NEFMA 2026 Fall Conference

Today’s bank marketers face a difficult challenge: driving core deposit growth, defending market share against aggressive regional and digital competitors, and deploying cutting-edge tech...all while traditional boards and C-suites ask, "But what is the actual ROI?"
This session breaks down The Modern CMO Playbook, offering a practical blueprint to bridge the gap between creative brand-building and bottom-line performance. The presentation explores how New England’s community banks can leverage data-driven personalization, align internal cultures, and use smart marketing attribution to prove that marketing is a powerful revenue center, not an expense. Designed specifically for the challenges of the regional financial landscape, this session provides the tools needed to gain a seat at the strategic table, command bigger budgets, and drive measurable balance-sheet growth.

No bank or credit union wants to be accused of redlining. Beyond the serious compliance implications, redlining can damage your institution’s reputation and weaken community trust. Every member of your community deserves equitable access to credit, and your institution should be part of the solution, not the problem.
In this session, Charles LeFevre, marketing and compliance expert and Kadince’s Director of Compliance, will share how to identify redlining risk and create an action plan to address it quickly. You’ll explore inclusive marketing strategies that reach the whole community, identify outreach opportunities that mitigate risk, and ensure that your institution is aligned with fair lending expectations—before redlining becomes an issue.
Whether your institution has already faced redlining scrutiny, this session will give you the tools you need to protect your institution’s reputation, build trust, and stay ahead of regulatory risk.

Live Q&A