# Agenda

## Agenda

### Day One

#### The market. The solution. Our future.

Gain a deeper understanding of the small business market, and how our solution is built to help your institution attract small business owners and help them overcome workflow-related challenges.

Get an overview of the small business industry, including emerging trends based on our recent FI Data Report findings.

Learn more about the many struggles of small business owners, and how Autobooks was built to help them make progress.

Join a panel discussion with **Steve Robert**, **Chris Spiek** and **Derik Sutton** as they discuss the state of small business banking today, and how your financial institution can better prepare for tomorrow.

##### Day One Speakers:

###### Steve Robert  **CEO & Co-Founder,** **Autobooks**

###### Chris Spiek  **Chief Product Officer,** **Autobooks**

###### Derik Sutton  **Chief Marketing Officer, Autobooks**

### Day TWO

#### The data. The tools. Our findings.

How to get the most out of the Autobooks solution, including leveraging the Autobooks Hub to better understand your small business customer base in order to engage them and build loyalty over the long-term.

Learn more about the [Autobooks Hub](/content/hub?hsLang=en-us/index.html), and how it can become your daily destination for tracking Autobooks usage, ROI, and third-party competitor activity inside your financial institution.

Hear from Autobooks’ veterans **Kyle Bazzy** and **Kim Reher** on developing an effective customer service model that’s closely aligned with the needs of small business owners.

Find out how to keep your customers engaged by deploying targeted messaging that resonates with their needs.

##### Day Two Speakers:

###### Kim Reher  **Director of Product Training, Autobooks**

###### Jordan Skole  **VP of Product Growth, Autobooks**

###### Kyle Bazzy  **VP of Enterprise Growth, Autobooks**

### Day three

#### The customers. The bankers. Our strategy.

In this track organized specifically for sales and marketing at your financial institution, learn more about the needs of small business customers and how some bankers have applied their learnings to build a thriving small business outreach.

Learn more about the many Autobooks resources that are built specifically for your marketing teams to deploy easily.

Find out what the differences are between general advertising and data-driven marketing, and how to master the latter approach.

How to best leverage Autobooks Hub reporting to inform decision-making and marketing outreach.

##### Day Three Speakers:

###### Derik Sutton  **Chief Marketing Officer,  Autobooks**

###### Kyle Bazzy  **VP of Enterprise Growth,  Autobooks**

## #SmallBusinessObsessed

You’ll come as a representative of a financial institution. You’ll leave as a champion for small business.