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


AI Foundry, a Kodak Alaris business unit, transforms enterprise operations by integrating information, people and processes to enable increased insight and improved decision-making. Our Actionable Intelligence Management solutions help organizations streamline and automate manual processes, seize new business opportunities and manage compliance, all while driving bottom-line performance.


BluePay is a leading provider of technology-enabled payment processing solutions designed to meet the unique needs of banks and their customers. We work with you to offer efficient, cost-effective payment programs that scale and develop as your customers’ businesses grow. Our industry experience, combined with our dedicated support, allows us to help banks and their customers navigate the complexities of payments to make accepting credit, debit, ACH and other payment options simple, secure and fast. We are very proud of the American Bankers Association’s exclusive endorsement of BluePay’s Merchant Processing Solution.

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

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Tailored Marketing Platform To Increase HELOC Utilization And Loans Powered By Solar

-Additional touchpoints through cross-selling  and new referrals
-Offer green initiatives to indicate your institution’s innovative spirit
-Program marketing templates and customer education

-Save thousands in utility costs
-Take advantage of federal and state tax incentives
-Increase property value and future marketability


O’Connor & Drew’s IT Audit & Security Division, OCD Tech, enables organizations to identify the current state of information security within their IT environments from management, technical, and operational perspectives. These services encompass the examination of risk, documentation, practices, networks and systems in order to provide detailed and expert advice in the safeguarding of corporate information assets and infrastructure upon which companies are dependent for most critical financial and operational services today.


Systems engineering logo

Systems Engineering is a leading IT strategy and managed services provider serving over 500 legal, healthcare, financial services, and government clients nationwide. Established in 1988, Systems Engineering is an employee owned company committed to delivering engineering excellence and superior customer service. Our team of 100+ network engineers, security professionals, data management experts, field service technicians and account managers are available 24×7, 365 days per year to meet the needs of our clients. From network design, installation and training to a full complement of managed security, data management, business consultation and help desk support services, Systems Engineering helps clients Get Ahead of IT. For more information, please visit or call 888.624.6737.



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.


COCC is an award-winning client-owned financial technology company focused on providing outstanding technology services to financial institutions throughout the Northeastern United States. COCC is the fastest growing financial data processing company in the United States and recognized as a leader in delivering innovation and quality service financial institutions demand and deserve. Our integrated mobile and online banking platform delivers features, efficiency and security that take our clients’ online banking products to the next level. That, with the integration of core system applications, give our clients the widest range of choices to meet business and operation needs. COCC offers all clients on-site training and support of all products so everyone from the President to the customer service coordinator can best service the customer.


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.

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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.

AI Foundry

All Covered




Buzz Points


Cummins Allison

East Commerce Solutions, Inc.

Harbor Networks

HUB Tech

Integrated Security Group

Magee Company

NEACH Payments Group

NES Group

New England College of Business

New England Money Handling Systems


OCD Tech



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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