Educational Sessions

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

 We Have Set The Date 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:
Hotel details Coming Soon
Please note: Available inventory may sell out prior to cut off date.


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.

Click Here For The Exhibitor Details Page


Exhibiting Information

Standard Exhibitor Package: $1,495*
*Early Rate. Early rate expires August 26, 2016. Regular rate of $1,795 will then apply

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


For more information on exhibitor opportunities please call 617.896.5357 or email

2015 Sponsors & Exhibitors



ABnote Custom Card Systems provides a turnkey solution for financial institutions looking to offer Instant Issuance of Visa and MasterCard; Debit and Credit cards.  Since 1983, over 13,000 financial institution branch locations have trusted Custom Card Systems in providing industry leading Oscare PIN solution and TRISM instant issuance software in support of our end-to-end solutions for secure instant issuance of debit, credit and pre-paid cards.  In addition to guaranteeing a seamless integration with all major core and EFT processors, our ABnote 360 offering includes; professional and consultative services, project management, integration, installation, training and ongoing maintenance and software support services.






All Covered, a division of Konica Minolta Business Services U.S.A., Inc., is one of the nation’s leading IT services companies. All Covered’s Financial Division provides a suite of services for community banks and financial institutions that mitigate security and compliance risk, reduce IT expenditures and improve operating efficiencies. All Covered has local offices in over 25 cities with more than 500 engineers, and is fully certified in all major IT technologies.







COCC is the fastest growing financial data processing company in the United States and recognized as a leader in delivering innovation and the quality service financial institutions demand and deserve for over 48 years. COCC’s open core technology platform ensures that we can develop, integrate and deliver capabilities that you need, when you need them. Our .NET infrastructure, open architecture and Oracle database enable COCC clients to stay on the leading edge of innovation. Breakthroughs such as our core processing ‘apps’ deliver enhancements quicker, in a more cost effective manner and demonstrate the power and potential of our platform. The COCC INSIGHT platform also enables us to integrate best-of-breed ancillary products to the core. Because we use the latest technologies, our integration processes are simpler and more complete than traditional legacy systems. This enables us to ‘shop’ for the new and innovative products to improve a financial institution’s capabilities and offer choices to meet each client’s needs.







This year, Fiserv Inc. (NASDAQ: FISV) celebrates 30 years of leadership in financial services technology. As one of FORTUNE® magazine’s World’s Most Admired Companies, Fiserv is helping clients worldwide achieve best-in-class results by driving innovation in payments, processing services, risk and compliance, customer and channel management, and business insights and optimization. For more information, visit







For over 30 years, enterprise, financial institutions, and public sector organizations have deployed their critical IT infrastructure within Iron Mountain’s ultra-secure data center facilities. Iron Mountain’s carrier, cloud and service provider neutral data centers offer both retail colocation and wholesale data center leasing options coupled with a portfolio of managed services designed to support heavily regulated organizations. Iron Mountain’s New England Data Center, located in Boston’s Metro West, is one of the region’s most weather and natural disaster resistant colocation facility. LEED Gold and Tier III-certified construction provide a resilient and energy-efficient environment ideal for providing the security, compliance and uptime you need. Iron Mountain has additional data center campus locations near Pittsburgh, PA and in Kansas City, MO. For more information or to schedule a tour, visit









Today’s business environment is defined by aggressive growth and profit targets. To meet this challenge, senior management in the banking and insurance industries have come to depend on trusted executive advisors. The Long Group has consistently partnered with banking and insurance industry senior management, providing strategic consulting that has helped clients improve market share and earnings. Forming a relationship with The Long Group provides you with a strategic competitive advantage. We partner with your management team and are always interested in your success. You can expect the highest standards of professional service, client satisfaction and business integrity. We deliver value. The Long Group is unique. With market research, strategic planning, expansion planning, product management and marketing expertise, we are your go to market experts. Drive revenue, control costs and improve performance with The Long Group’s suite of trademarked services like LocationLab and PlanningLab. Put the power of The Long Group to work for you. Enhance your knowledge of your markets and customers to drive revenue and control costs. Contact us or call us at 603-424-5664 to discuss how we can help your business succeed.




Oxford Networks is an award-winning IT and cloud solutions provider based in Lewiston, Maine. With a 2,000-mile fiber optic network spanning from Bangor to Boston, and high-security data centers located throughout northern New England, Oxford Networks provides end-to-end technology solutions including managed IT, voice, Internet, and carrier services for companies of all sizes. On September 1, Oxford Networks merged with New Hampshire-based BayRing Communications, creating the largest competitive telecom provider headquartered in Northern New England. Oxford Networks is one of Northern New England’s industry leaders in business Voice over IP and hosted Private Branch Exchange (PBX). Visit for more info.






Paladin fs, LLC is a research and consulting firm that helps bank leaders restructure existing Core processing and IT services contracts without changing vendors. Paladin leverages a proprietary database – a “Blue Book” – of market intelligence and pricing data on every service provider in the United States to level the playing field when negotiating a renewal or new agreement for Account Processing (DP), Item Processing, Internet Banking, Bill Payment, ATM/EFT, IT and WAN telecom. Since 2009, institutions that have selected Paladin have saved over 100 million dollars in non-interest expense.







Security Management Partners is a leading, full-service IT assurance firm, specializing in information security audits, assessments and regulatory compliance consulting for the financial, corporate, healthcare and bio-pharma industries. A proven independent advisor to large, overseas corporations and small, local businesses, the SMP team of highly-skilled IT security specialists help identify threats and vulnerabilities, quantify risk and provide risk mitigation strategies for information assets to maintain compliance and meet business needs.







A unique VAR model focused on improving the TCO/ROI of your IT investments in 3 core areas; IT Infrastructure, Virtualization & Cloud Services, Data Protection & BC/DR Strategies. TFA are experts in both traditional & emerging technologies and all projects include a complete TCO analysis for full transparency.  TFA is a Massachusetts based women owned business.





East Commerce Solutions is a nationally ranked merchant services provider aligned with the largest transaction processing networks in the world.  Dedicated to exceptional customer service since 1994, East Commerce Solutions delivers competitive products and pricing along with personal, local service and support to diverse businesses of all sizes.  We provide our clients every options in electronic payments including credit card processing, EMV solutions, mobile processing, POS systems, check processing and remote deposit capture, gift and loyalty programs, payroll services and cash advance programs.








In addition to G.T. Reilly & Company, The Reilly Group includes Reilly Benefits, Reilly Business Services and ReillyTech, which together offer a range of services that enable our clients to rely on us for comprehensive financial management and business consulting. Our services include accounting and auditing, business consulting, income tax compliance and planning, employee benefit services, litigation support, merger and acquisition expertise, personal financial and estate planning, accounting support to smaller companies, and information technology services. Long-term relationships and a personalized approach are the hallmarks of our business. Our professionals get to know clients’ needs and their businesses from the inside out. From individuals to closely-held family businesses and non-profit organizations to large multi-national companies, our clients know they can trust G.T. Reilly & Company to deliver innovative solutions, integrity, professionalism and service.




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.





New England Automated Clearing House (NEACH) is a non-profit association dedicated to helping members originate and receive ACH transactions and acts as a national advocate for member New England financial institutions in relation to electronic payments. NEACH also provides a variety of high quality services, including:

  • AAP Certification and Continuing Education Credits
  • NCP Certification and Continuing Education Credits
  • ACH and Payments Education
  • ACH Rules Hotline
  • Custom On-Site Training
  • Operations and Payments Conferences
  • Payments Management and Strategy Services




Norcom Mortgage is one of the fastest growing lenders on the East Coast. We are selectively partnering with top-notch community banks and credit unions. As a Norcom partner, you will have a dedicated team to help you every step of the way as we provide easy file delivery options, training on all products and services, and industry expertise gained through years of experience. Norcom has been an independent mortgage banker since 1989. Norcom is not a pass through investor, but a FNMA and FHLMC direct seller/servicer and an active GNMA issuer.




Saylent Technologies’ mission is to deliver market-leading solutions that enable financial institutions to attract and retain accounts. We empower front-line managers to easily analyzer, define and implement customer segmentation opportunities within their financial services portfolios.




Established September 8, 1998, Bankers’ Bank Northeast is an FDIC insured Connecticut chartered bank that is a member of the Federal Reserve.  The Bank offers a variety of correspondent services to shareholders and clients throughout the six New England states and New York at a competitive price and with a high degree of quality, responsiveness and availability.



Innovative Business



Innovative Business Systems provides all of the support and knowledge of a fully-staffed-in-house IT department and can be an extension of your organization.  With the pressures faced due to regulatory compliance, community banks require special levels of service and commitment. We custom tailor our service offerings to complement the level of support required, including providing our banking clients a copy of our Annual Report to provide relevant information to assist with vendor management due diligence efforts. Whether augmenting the talents of internal IT personnel through service agreement, or working as an organization’s outsourced IT partner for project implementations, Innovative prides ourselves on providing consistent, expert support and strategic IT solutions for community banks.






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.



RSM StandardLogoGB (2)




RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with more than 8,000 people in 80 offices nationwide. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 37,000 people in over 110 countries. RSM uses its deep understanding of the needs and aspirations of clients to help them succeed.






We are Managing General Agents and Wholesale Brokers working with licensed insurance producers to provide solutions to their client’s unique, specialty and excess/surplus insurance needs. Specialized teams offer a broad range of products through numerous markets, with both binding authorities and brokerage.

AB Note


All Covered

Cathedral Corporation



Cummins Allison

DJ Walsh Associates

East Commerce Solutions, Inc.




G.T. Reilly & Company

IBM/Trusteer Infoshred

Innovative Business Systems, Inc.

Integrated Security Group ~ ISG

Iron Mountain Data Centers

Lee and Mason Financial Services

Magee Company

Marcum LLP


NES Group

New England Design Associates

New England Money Handling Systems, Inc.


Oxford Networks

Paladin fs

Rentsys Recovery Services

Reverse Mortgage Funding, LLC

Saylent Technologies

Security Management Partners

Solidus, Inc.


Convergent Security Solutions, Inc.

Systems Engineering

TAG Solutions

TFA The Long Group

The Warren Group

Unwired Nation,

Inc. Zix Corporation

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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