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Retail Banking Forum

Thursday, December 11, 2025
10:00 AM - 4:00 PM (EST)

830 W. Lake Lansing Road, Suite 250, East Lansing, MI 48823 - Virtual attendance available

The Retail Banking Forum serves as a dynamic platform for retail banking professionals to engage in meaningful dialogue, share innovative ideas, and address the critical challenges facing the industry today. In an era marked by rapid regulatory changes, heightened cost consciousness, and an unwavering focus on achieving results, the forum facilitates a collaborative environment where participants can explore these pressing issues openly. Each session's agenda is carefully curated based on direct feedback and contributions from forum members, ensuring the topics discussed are relevant and timely. Additionally, the forum invites subject matter experts to lead presentations and workshops on specific, pressing topics relevant to retail banking, such as compliance strategies, customer experience enhancements, digital transformation, and risk management. This collaborative approach not only empowers attendees with valuable insights but also fosters best practices and innovative solutions to tackle the complexities of the retail banking landscape.

Agenda

December 11
10:00 AM - 10:10 AM Welcome and CBM Update, Kate Angles, CBM
10:10 AM - 10:30 AM Group Introductions
10:30 AM - 11:30 AM Check Washing, Fake IDs, Mutilated Currency, Mark Goff, Michigan State Police
11:30 AM - 11:40 AM Break
11:40 AM - 12:40 PM LLC & Corporation By-Laws/Operating Agreements, Legal Issues Surrounding Summons and Subpoenas, Pamela Ritter & Mike Kus, Strobl Law
12:40 PM - 1:20 PM Lunch
1:20 PM - 2:20 PM Simplifying the Day-to-Day: Modern Branch Operations That Balance Experience, Efficiency, and Security, Bill Robertson, SecurAlarm
2:20 PM - 2:30 PM Break
2:30 PM - 3:45 PM Open Forum
3:45 PM - 4:00 PM Wrap-up

For More Information:

Nannette Schuster
Nannette Schuster
Director of Training and Development Community Bankers of Michigan (517)336-4430