Educational Sessions

The Bank Summit conference is specifically tailored for banking professionals throughout Northern New England

 Join us on November 17, 2016 for the 4th Annual Bank Summit Conference!

The Bank Summit is a time for banking professionals to learn about emerging opportunities and innovative solutions for the banking industry, while getting hands-on practical information for strengthening bank management. This financial leadership conference is designed for executives, senior management & bank personnel involved in operations, technology, lending, retail banking, marketing & sales, human resources, security, compliance and risk management. Attendees will experience a full day complete with thought-provoking educational sessions, interactive panels, cutting-edge exhibits, networking, attendee raffle prizes and much more! Last year, The Bank Summit proved to be a successful, productive event. More than 150 bankers gathered to attend educational sessions, network with peers and visit nearly 60 exhibitors.

Presented by:



November 17, 2016
8:00 AM – 3:00 PM


Holiday Inn Boxborough
242 Adams Place
Boxborough, Massachusetts 01719

Event Schedule


8:00 a.m.
Exhibit Hall & Complimentary Breakfast Open

9:00 a.m.
Concurrent Seminars

10:15 a.m.
Concurrent Seminars

11:30 a.m.
Concurrent Seminars

Complimentary Buffet Lunch
CEO Luncheon (by invitation)

1:00 p.m.
Visit the Vendors

1:30 p.m.
Concurrent Seminars

2:30 p.m.

2:45 p.m.
Exhibit Hall Closes


Entrance to Exhibit Hall & General Education Sessions
Complimentary Continental Breakfast, Buffet Lunch, Coffee, Tea, and Dessert

Cancellation Policy: Tickets are non refundable. Tickets are transferable.


Attendee – Banker $75.00

Attendee – Vendor $395.00


Curious to see what went on last year? VIEW the 2015 Program Guide or click HERE to see the institutions that were represented.


Holiday Inn Boxborough Reservations:
We have a block available for Wednesday, November 16 at $105. Reservations may be made online via the link HERE or over the phone using the following instructions.

Reserve Your Room

To make a room reservation by phone, contact The Holiday Inn’s reservation line 1-855-642-6278 and reference group code WGB. The room block will expire October 26, 2016 or when block is full.


For more information please email

The Bank Summit provides an exceptional opportunity to showcase your solutions, while networking with hundreds of attendees from across the region. This is no ordinary banking conference! There is ample chance to meet people, talk business and even have a little bit of fun! Meet every attendee as they participate in the raffle entry. Take networking to a new level by playing the “button game.” See how people are drawn to the show floor in between sessions, and during the included meals. Experience more interaction with every show participant through our multimedia team, who is conducting podcast interviews and videocasts throughout the show!

The exhibiting information outlined below includes a unique package of integrated marketing opportunities designed to help you promote your business to banks before, during and after the event.


Exhibiting Information

Standard Exhibitor Package: $1,795

Exhibitor Package Includes:

  • 8′ x 10′ booth (with exhibitor ID sign, 8′ high back wall, 3′ high sidewall drapes, draped table, 2 folding chairs)
  • Two booth staff registrations (additional staff are $45 per person)
  • Attendee mailing list
  • Unique promo code to invite bankers to attend for half price


Click For Exhibitor Documents and Deadlines:

Exhibitor Resources


For more information on exhibitor opportunities please call 617.896.5357 or email

2016 Sponsors & Exhibitors


Buzz-Points-Logo-1920x1440 (2)

Buzz Points® is a community-focused rewards and marketing platform that connects banks with their customers and local merchants. By incentivizing customers to shop locally and providing marketing services to local businesses, Buzz Points helps strengthen your reputation within the community. As a result, Buzz Points has proven to drive increased revenue and retention, profitable transaction behavior, and cross-sell opportunities. For more information, visit

Logo.low res

NRGTree helps lending institutes provide loans for solar. We do this by streamlining the financing and installation online:

-NRGTree creates a private label website
-The lending institute markets to customers
-The customers request quotes and site visits
-Solar installers bid
-The customers make a choice
-The lending institute finances



All Covered Finance is a trusted advisor offering IT, security, compliance and infrastructure services to financial organizations across the U.S. We help leverage today’s technology to solve business problems. We provide a comprehensive suite of cloud, managed and professional services which enables our clients to effectively execute their business strategy. Moreover, our highly skilled staff of consultants, engineers and support professionals have the regulatory and compliance expertise to successfully assist with government regulations and third party audits.


Accounting Management Solutions (AMS), a CliftonLarsonAllen LLP Division is the leading provider of executive level accounting and finance professionals. Since our founding in 1998, AMS has served nonprofit organizations, publicly-traded and privately-owned companies in the technology, life sciences, healthcare, manufacturing, retail, and service industries.

Our talent pool consists of AMS-dedicated senior professionals with a consultative approach that ensures our clients receive the highest quality talent to supplement their team. As a testament to our excellence, a majority of our business comes from leading CPA firms, advisors, investors, law firms and bank referrals.


Integrated Security Group (ISG) has been providing alarm, monitoring & consulting services to clients in the financial services industry since 1984. For over 25 years, ISG has been a trusted name in security for financial institutions. Advanced technology and simple operation make ISG the best choice for effective burglar alarm, fire alarm, digital video, access control and monitoring services for institutions of all sizes. By gaining an intimate knowledge of the security issues our clients face – ISG creates solutions that employ the time tested and proven fundamentals of every good security plan incorporated with the latest technology and advancements available. We understand how to make your electronic security program support your individual policies and procedures for a more effective and secure environment.



The Independent Community Bankers of America, the nation’s voice for nearly 6,000 community banks of all sizes and charter types, is dedicated exclusively to representing the interests of the community banking industry and its membership through effective advocacy, best-in-class education and high-quality products and services.



Jack Henry & Associates’ original business line was founded in 1976 to provide banks with off-the-shelf banking software. More than three decades later, Jack Henry Banking is a leading provider of the integrated technology platforms banks need to process financial transactions, automate business processes, and manage mission-critical customer and business information.

new logo

RPM is the premier printed/branded item management company for financial institutions, and has been for over 40 years now.  Virtual Warehouse for your branches, Marketing Services, Apparel Stores, etc.

Accounting Management Solutions, Inc.

All Covered




Buzz Points

Cummins Allison

HUB Tech

Integrated Security Group

Magee Company

NEACH Payments Group

NES Group

New England Money Handling Systems




Systems Engineering

The Warren Group

Thrive Payments

Top of Mind Networks

Carleton Hall of Iron Mountain talks about the company’s new above-ground data center in Northborough, Mass.

Peter Bamber, of Security Management Partners, talks about making sense of the FFIEC’s new cybersecurity assessment tool.

Ron Shink, CTO of Oxford Networks, talks about expanding into the cloud and moving into Southern New England.

Robert Nelson and Mark Hayward, district directors for the SBA in Massachusetts and Rhode Island, discuss some of the highlights of SBA lending this year.

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