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Sponsored by: Autobooks, Numerated & Tennessee Bankers Association

The most successful institutions grow small business lending by using data insights and innovative strategies to address the unique needs of the small business vertical. How can your bank optimize its customer experience for small businesses in order to drive growth and attract customers over the competition?

Join us in Nashville, TN on November 16, as we bring together industry leaders with a focus on building a bank’s small business strategy. The Small Business Banking Workshop includes four sessions offering educational content and data insights, coupled with activities to build upon foundational knowledge.  The workshop is ideal for those who want to have a practical plan to attract small businesses to their institution.

For more information, please contact our events department directly at events@bankdirector.com or 877-397-7595.


The rate includes all workshop activities, materials, meals and beverages at the event site. The price does not include travel or hotel accommodations.

Small Business Banking Workshop Individual Rate: $895

Registration for the Small Business Banking Workshop is open only to officers of an FDIC-insured financial institution. Bank Director reserves the right to verify your company profile and adjust your registration status, if necessary.

Payments & Cancellation
Workshop registration includes admittance to all workshop activities and the workshop materials. Payment will be accepted by check, American Express, Visa, MasterCard or Discover. If paying by check, please make payable to DirectorCorps, Inc. and include the attendee’s name(s) and/or a copy of the registration form and mail to:

Bank Director
201 Summit View Drive, Suite 250
Brentwood, TN 37027

Due to commitments and expenses, all cancellations after September 23, 2022 will be subject to a $225 processing fee. We regret that no refunds will be given after October 28, 2022; however, substitute participants are welcomed. DirectorCorps, Inc. assumes no liability for any nonrefundable travel, hotel or related expenses incurred by registrants.

For more information regarding registration, refunds, concerns and/or program cancellation policies, please contact our events department at 877-397-7595 or events@bankdirector.com.


  • Tuesday, November 15
    Sponsored by: Autobooks, Numerated & Tennessee Bankers Association

    6:00 PM – 8:00 PM
    Networking Dinner for Attendees

  • Wednesday, November 16
    Sponsored by: Autobooks, Numerated & Tennessee Bankers Association

    8:00 AM – 9:00 AM
    Networking Breakfast + Registration

    9:00 AM – 9:05 AM
    Michelle King
    , President, Bank Director

    9:05 AM – 10:20 AM
    Session I: Checking Up on Your Bank’s Small Business
    Derik Sutton, 
    Vice President of Marketing, Autobooks
    The right data can tell us a great deal about the health of your bank’s small business vertical.  Autobooks has captured incoming deposit data from sources like Zelle, Square, Venmo, PayPal and others – and in this interactive session, they share their findings – based on asset size and region – and how banks can take advantage of this information.

    10:20 AM – 10:30 AM
    Refreshment Break

    10:30 AM – 11:45 AM
    Session II: Innovate Playbooks for Driving Growth in Business Lending
    Michael Desimone, Vice President of Financial Products, Numerated
    Numerated, a fintech providing a digital end-to-end lending platform for all business banking products, now has over 50 bank partners and a wealth of experience in successful lending processes.  In this session, Michael shares the steps, secrets and strategies you need to know when driving growth in small business lending.

    11:45 AM – 12:45 PM
    Networking Lunch

    12:45 PM – 2:00 PM
    Session III: How To Go Market and Win!
    Michael Desimone, 
    Vice President of Financial Products, Numerated
    Derik Sutton, Vice President of Marketing, Autobooks
    Based upon what you have learned so far from Autobooks and Numerated, attendees engage in the hands-on design of a new small business checking account and a lending product.  This session leads you through the process of building a new customer experience that is more likely to attract small businesses in your market versus the competition.

    2:00 PM – 2:10 PM
    Refreshment Break

    2:10 PM – 3:25 PM
    Session IV: Looking Ahead: Next Steps to Take Back to the Bank
    Michael Desimone, Vice President of Financial Products, Numerated
    Derik Sutton, Vice President of Marketing, Autobooks
    Moderated by: Michelle King, President, Bank Director
    To close the workshop, we take what we have learned today and apply it to how you can begin implementing your small business strategy.  Joining the conversation, we hear from two bank leaders who went through the process of integration, and discuss best practices and lessons learned.

    3:25 PM – 3:30 PM
    Concluding Remarks
    Michelle King, President, Bank Director

    For more information, please contact our events department directly at events@bankdirector.com or 877-397-7595.


The TBA Barrett Training Center is located in the TBA headquarters, a class-A, 35,685 square-foot, two-story office and conference facility. Featured amenities include a business meeting center, free parking, and audiovisual equipment. The Training Center is located just minutes from vibrant downtown Nashville.

Tennessee Bankers Association Training Center
211 Athens Way, Ste 100
Nashville, TN 37228-1381

Nearby Accommodations
Here is a list of surrounding hotel options:
The Germantown Inn
The Hermitage Hotel
Sheraton Grand Nashville
Fairlane Hotel Nashville
Bobby Hotel
Dream Nashville
Noelle Nashville
21c Museum Hotel Nashville
JW Marriott Nashville
Cambria Hotel Nashville

For more information, please contact our events department directly at events@bankdirector.com or 877-397-7595.



« Event Details


November 16
Event Category:


TBA Training Center
Nashville, TN


Bank Director
Suite 102