Join the brightest bankers in the industry for innovative workshops, meaningful networking & purposeful discussion

A conference that’s different – on purpose

When BankOnPurpose was created in 2016, it was intended to be a conference that wouldn’t seem like a standard banking event. No sessions dissecting obscure back-office procedures and no vendors with presentations that were little more than thinly-veiled sales pitches.

Instead, the goal for the first BankOnPurpose Conference was that it live up to its name. The agenda was filled with speakers and sessions on how to shift the focus back to the customer and their needs, how to build a team, a brand, and a bank … with purpose.


The final – and most important step: Invite the best bankers from around the world to come to the conference so that they could meet, mingle and learn from each other.

The overwhelmingly positive response we received from the inaugural conference has pushed us to make BankOnPurpose 2017 even better. It will return to Austin, with its great restaurants, music and weather. Even more of the nation’s top bankers will be there. So will a new host of speakers who will push you to think differently about banking – how you can build better relationships and a better brand.

Join us, May 3-5, and get ready to BankOnPurpose.

Relive last year’s keynote sessions, panel discussions & inspiring speaker presentations.



Jason Cohen

Jason Cohen

Founder & CTO, WP Engine

Pam Hannett

Practice Director, Banking & Wealth Management, Silverline

Jack Hubbard

Jack Hubbard

Chief Experience Officer, St. Meyer & Hubbard

Brett King

Brett King

Founder, Moven
Author, Breaking Banks, Augmented & more

Justin LaFayette

Justin LaFayette

Managing Partner, Georgian Partners

Ben Lewis

Managing Director, Chatham Financial

lisa mcleod

Lisa McLeod

Founder, McLeod & More
Author, Selling with Noble Purpose

Kevin McNamara

Kevin McNamara

President, Vertical IQ

Bob Moesta

Bob Moesta

Partner & CEO, The Re-Wired Group

Chad Neely

CEO, Wenzel Spine

JP Nicols

Managing Director, FinTech Forge

Chairman, Next Money

Dave Paulson

David Paulson

EVP Head of Wholesale Banking, United Bank

Carl Ryden

CEO & Co-Founder, PrecisionLender

Stan Sluder

Chief Lending Officer, Los Alamos National Bank

chris spiek

Chris Spiek

Partner & Co-Founder, The Re-Wired Group

dallas wells

Dallas Wells

EVP Banking Strategies, PrecisionLender

Ed White

EVP & Senior Lending Officer, Pinnacle Bank


Registration Opens

3:30 PM

Opening Reception

Join us at the Opening Reception for BankOnPurpose! We’ll have drinks and hors d’oeuvres to enjoy while you see old friends and meet new friends.

Sponsored by Derivative Path

5:30 PM

Kickoff Party

Help us start BankOnPurpose 2017 with a kickoff party on Wednesday evening at Banger’s Sausage House & Beer Garden, located in the heart of Rainy Street District.  We’ve got dinner, drinks and music covered (Live music by Sour Bridges). All you need to bring is your cowboy boots.

Sponsored by nCino

7:30 PM


Sponsored by S&P Global Market Intelligence

7:30 AM

Welcome Remarks

by Carl Ryden

To open the second annual BankOnPurpose, we welcome banks that are forward-thinking and eager to focus on customer-centric approaches that translate to better performance and making banking a proud business around which communities were built.  Hear from PrecisionLender CEO & Co-Founder Carl Ryden about the idea behind BankOnPurpose and why it will offer more valuable takeaways than any other industry conference.

8:30 AM

The Big Picture: What’s Your Purpose and How Do You Get There?

by Lisa McLeod

Do you know what your organization’s purpose is? Do you know how it affects your customers? What about the tough decisions you’re making? Are they in line with your organization’s overall mission?

Joining us for the second year in a row is Lisa McLeod, creator of the business concept “Noble Purpose,” and she has the answers to these questions.

In this session, Lisa will share tactics on aligning a strategy behind your organization’s purpose. She’ll share stories about companies and leaders who made tough, sometimes counter-intuitive choices, that propelled their organizations’ growth. You’ll learn how to better serve your customers and create a distinction within the marketplace between you and your competitors. And, most importantly, you’ll discover how to keep your organization from falling away from its noble purpose and how living with purpose translates to a meaningful life.

Sponsored by Chatham Financial

9:05 AM

Networking & Refreshment Break

Meet and mingle with other conference attendees

10:05 AM

No One Wants a Loan

by Bob Moesta and Chris Spiek

Your customers aren’t coming to you because they actually want a loan. They’re coming to you because they want what the loan will help them do – maybe it’s to start a business or even keep their existing business running smoothly. Understanding the “why” behind your customers’ desires is key to better serving them. And, knowing this is the difference between maintaining strong, lasting relationships and watching them walk out the door.

In this session, Bob Moesta and Chris Spiek, pioneers and now educators of the “Jobs-To-Be-Done” framework, will share how to dig deeper to understand why your customers hire and why they fire. Learn how to uncover what it is your customers actually need – the job – and how you can help them – the solution. These insights will give you the tools to treat the loans you produce less like a commodity and more like a service.

10:35 AM

Putting “Jobs to be Done” to Practice

by Bob Moesta, Chris Spiek and Chad Neely

Now that you’ve been introduced to the “Jobs to be Done” framework, watch and listen as Bob Moesta and Chris Spiek interview a borrower for insight into their purchasing journey.

11:05 AM


We’ll have a lunch and learn format with two different topics. After you decide which workshop sparks your interest, take seat, meet and eat!

Workshop #1: Gaining a Competitive Edge with Swaps
Hosted by Chatham Financial
In a competitive market, having deep and value-adding conversations with your borrowers is crucial to wining profitable deals and strengthening relationships. To further enrich your relationships, you most likely are using or are considering the use of interest rate swaps. But do you know if you are using swaps in a way that differentiates your bank from others?  Join Chatham Financial in an interactive workshop to discuss these topics and more.


Workshop #2: Using Your CRM to Maximize Your Relationships
Hosted by Silverline
After a decade of trying times for banks, there’s a new era is on the horizon for the banking industry. One that’s making the customer experience a central focus. So how can you use your CRM system to move your bank from product focused to relationship focused during this crucial time? Join Silverline, a Platinum Salesforce Cloud Alliance Partner, in an interactive workshop to discuss these topics and more.

12:00 PM

Augmented: Life in The Smart Lane

by Brett King

Is your bank ready to adapt? Chances are, you don’t have a choice. There is a promised level of disruption that will come with Augmented Age – an age that will see more change in the next 20 years than in the last 250. Following on from the Industrial or Machine Age, the Space Age and the Digital Age, the Augmented Age will be based on four key disruptive themes – Artificial Intelligence, Experience Design, Smart Infrastructure and HealthTech.

In this session, Brett King, best-selling author and radio host for Breaking Bank$, will share valuable insights into what lies ahead for all of us and a future vision of how these huge shifts in technology might impact your business and industry as both a disruptive force and area of significant opportunity.

1:20 PM

Fireside Chat

by Brett King, Justin LaFayette and Carl Ryden

2:10 PM

Networking & Refreshment Break

Meet and mingle with other conference attendees

2:45 PM

Building and Managing a Team of Star Performers

by Dave Paulson, Kevin McNamara, Stan Sluder and Ed White

The banking industry is facing a potential crisis in the coming years, as many experienced commercial lenders will be hitting retirement age. These lenders produce the lion’s share of the loan growth and profits in most banks, and there is a dearth of talent waiting to replace them. Join Kevin McNamara from Vertical IQ as he hosts a panel of top lending executives to discuss how they are building and managing teams of high performing lenders.

3:25 PM

The Purposeful Banker Awards

by Dallas Wells

The Purposeful Banker Awards honor the best in the industry. You can’t build a brand, team, and relationships without people who are truly dedicated the purpose of the bank.

Join us in hearing the stories of the 2017 winners while presenting them with their award.

4:05 PM

Dine-Around Dinners

Want to get a taste of Austin? We’ll have a variety of dine-around dinners all within walking distance from the hotel. This is a great way to network and try some of the best food in town. How does it work? Select a restaurant and you’ll join a table of 8-10 other conference attendees. At the end of dinner, the restaurant will divide the total charge evenly among all the guests and you’re all set!

6:45 PM

Beers & Bowling

On Thursday evening we’ll have dine-around dinners but why should the conversations stop there?  After dinner we’d like to invite you to an event in the Bowling Mezzanine at Speakeasy, a local hot spot located in Congress Corridor. The Mezzanine includes a personalized bar, two vintage bowling lanes, billiards, darts, and shuffle board all of which overlook the main music stage.

Sponsored by Vertical IQ

8:30 PM


7:30 AM

Welcome Back

by Dallas Wells

8:30 AM

Naked Business: How Honesty Makes Money

by Jason Cohen

Misleading marketing, hyperbolic sales pitches, the misrepresentation of services and products – we see it all the time in today’s business world. Maybe you’ve experienced the allure, yourself. In a competitive market, cutting corners or exaggerating the truth to get the next deal done can seem more than appealing.

But, does using deception and deceit actually result in more revenue and higher profitability?

In this session, Jason Cohen, founder of WP Engine, divulges what he’s learned over the past 15 years of building four companies from scratch – that honesty pays. He’ll share with us how being honest in business has caused him to be more profitable and he’ll teach us how being honest can make us more effective.

8:40 AM

Relationship Manager Vs. Resource Manager

by Jack Hubbard

Consultative Selling is dead. Solution Selling is in the rear view mirror. The old playbook no longer plays. In this uber competitive environment, the client and prospect are more demanding than ever before. That requires a new approach…Trust-Based Selling. With customers demanding more, “RM” must mean much more than Relationship Manager.

In this session, Jack Hubbard of St. Meyer & Hubbard outlines what it takes to become a Resource Manager. Learn how to you set yourself a part to better serve your customers, attract new clientele, and go from cross-selling to cross-solving. This session will provide you with practical take homes to help launch this process and begin seeing results immediately.

9:45 AM

Networking & Refreshment Break

Meet and mingle with other conference attendees

10:50 AM

Innovate on Purpose

by JP Nicols

Fintech is changing the financial services industry, and simply executing yesterday’s tactics a little bit better is no longer sufficient in this era of digital disruption. We need to innovate new products, new services, and better ways of serving our customers’ needs, but our current business models, our organizational structures, and our management processes often get in the way. It’s not about chasing shiny objects; it’s about creating real value.

In this session, JP Nicols, managing director of the FinTech Forge, will share how the most innovative organizations in the world innovate on purpose to create better outcomes for their customers, and for their companies.

11:20 AM

Closing Remarks

by Dallas Wells

12:20 PM


12:30 PM
  • “This conference isn’t focused on interest rates and market conditions, but rather, finding the motivational factors of how to create a better culture in a bank.”

    – Senior Vice President

  • “I found this hugely valuable as a partner vendor and LOVED the client focus you put on this event. It was very meaningful and worthwhile to invest the time!”

    – Regional Vice President

  • “I’ve been to a lot of banking conferences, and this is the best one I’ve ever attended.”

    – EVP, Head of Wholesale Banking

  • “This conference really challenged me to find my purpose. I’ve never walked away from a conference more inspired and excited to be in the banking industry.”

    – Director Pricing Strategy and Performance

  • “110% good use of time.”

    – Executive Vice President & Chief Lending Officer


The conference will be held at the Hilton Austin located at

500 East 4th Street, Austin, Texas, 78701

Exterior 20x16


How do I register?

Register by February 28, 2017 to take advantage of the Early Bird Special for $795. After that date, registration will cost $995. Small group pricing (2 – 4 registrations) is 10% off and large group pricing (5 or more registrations) is 15% off. Contact us for more information.

What does registration include?

Registration includes the opening reception and dinner/entertainment on Wednesday, sessions on Thursday and Friday along with breakfast, lunch, and plenty of coffee and snacks each day.

How do I book a hotel room?

We have a room block with limited availability at the Hilton Austin. For the group rate over the contracted event dates, you can book your room online, during the conference registration process or by calling the Hilton Central Reservations line directly at 1-800-236-1592 and referencing PrecisionLender or PRE. The deadline for the discount is April 1, 2017.

Will there be Wi-Fi available?

Absolutely! Bring your laptops, tablets, mobile devices, etc. We’ve got you covered.

Which airport should I fly to?

Austin–Bergstrom International Airport is the closest airport. It is approximately 15 minutes from the Hilton Austin.

What is the dress code?

Business Casual.

May I bring a guest?

Of course! A guest registration is $250 and includes the opening reception and networking events throughout the conference.

Other questions?

We’re always happy to help. Contact us any time.










Vertical IQ





Interested in sponsoring or exhibiting at BankOnPurpose 2017? Download the Partnership Guide and contact Brandi Haymore for more information.


General Questions:  |  (980) 297-7118

Partnership Opportunities:



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