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2024 NEFMA Fall Conference Survey

Thank you for attending NEFMA's 2024 Fall Conference! We hope you enjoyed the event and found the presentations informative and valuable.

We would appreciate your feedback to help us continue improving our conferences. Please take a moment to complete our survey, which will be sent to your email shortly. Your responses will help us identify areas where we can improve and ensure that we continue to provide high-quality events in the future.

As a thank you for your participation, all survey respondents will be granted access to the speaker presentations.

Thank you again for joining us, and we hope to see you at our future events!


Calling All Industry Leaders!

Do you or somebody you know have a relevant topic you'd like to share with our members at one of our upcoming conferences? Fill out our Speaker Proposal Form now to be considered for our esteemed lineup of speakers! A member of our team will be in touch with more details.

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Day 1 Sessions
Please rate each of the speaker's presentation on a scale of 1-5, based on how valuable you found the content (5 = extremely valuable, 1 = not valuable). Your feedback is important to us and will help us improve future conferences. Thank you for your participation!

On a scale of 1 to 5, how much did you enjoy the breakout session Personal = Profitable, and how relevant did you find it to your professional interests and goals?

Speaker: Sean Tracey, Founder & Creative Director, Sean Tracey Associates

Please only respond below if you attended this breakout session.

1
5

On a scale of 1 to 5, how much did you enjoy the breakout session Advancing Marketing with AI Technology, and how relevant did you find it to your professional interests and goals?

Speaker: Tory Bird, Sr. Manager, Marketing & Strategic Projects, COCC

Please only respond below if you attended this breakout session.

1
5

On a scale of 1 to 5, how much did you enjoy the session Production Management is Greater Than Product, and how relevant did you find it to your professional interests and goals?

Speaker: Jeff Marsico, President, Kafafian Group, Inc.

1
5

On a scale of 1 to 5, how much did you enjoy the breakout session Proven Lead Generation that Attracts New Relationships, and how relevant did you find it to your professional interests and goals?

Speaker: Dan Marks, Partner & President, Infusion Marketing Group

Please only respond below if you attended this breakout session.

1
5

On a scale of 1 to 5, how much did you enjoy the breakout session Demographic Disruption: Banking in an Aging America, and how relevant did you find it to your professional interests and goals?

Speaker: Jim Perry, Senior Strategist, Market Insights, Inc.

Please only respond below if you attended this breakout session.

1
5

On a scale of 1 to 5, how much did you enjoy the session Acquisition vs Retention - Understanding the Who, What and How, and how relevant did you find it to your professional interests and goals?

Speaker: Corey Wrinn, Managing Director, Rivel Banking Research

1
5

On a scale of 1 to 5, how much did you enjoy the session Lost in Translation: The Marketer's Boardroom Survival Guide, and how relevant did you find it to your professional interests and goals?

Speaker: Lindsey Ogan, Chief Marketing Officer, Stride Bank

1
5
Day 2 Sessions
Please rate each of the speaker's presentation on a scale of 1-5, based on how valuable you found the content (5 = extremely valuable, 1 = not valuable). Your feedback is important to us and will help us improve future conferences. Thank you for your participation!

On a scale of 1 to 5, how much did you enjoy the session Maximizing Social Media with Video Content, and how relevant did you find it to your professional interests and goals?

Speaker: Kelsie Downs, Founder & CEO, Stevie Social

1
5

On a scale of 1 to 5, how much did you enjoy the session A Deep Dive Into Digital Strategy: Building Fantastic ROI, and how relevant did you find it to your professional interests and goals?

Speaker: Aaron Gregerson, SVP, Chief Operating Officer, Market Match

1
5

On a scale of 1 to 10, how much did you enjoy the keynote - Banking on Change: Maximize Your Marketing and Sales, and how relevant did you find it to your professional interests and goals?

Speaker: James Robert Lay, CEO, Digital Growth Institute

1
5

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Other Feedback

Digital Transformation
Personalization and Customer Segmentation
Content Marketing
Building Trust and Credibility
Innovations in Fintech Marketing
Compliance and Regulatory Challenges
Brand Building and Reputation Management
The Role of Data and Analytics
Customer Experience and Journey Mapping
Social Media Marketing Strategies for Finance
Other:

1 = extremely unsatisfied, 5 = extremely satisfied

1
5

Are there any emerging trends or areas of focus within financial marketing that you believe should be included in future conference agendas?

Too Long
Too Short
Just Right

How does the New England Financial Marketing Association conference compare to other conferences you attend in terms of value and content?

How easy or difficult is it for you to justify attending this conference to your employer or supervisor? 

Scale 1-10: 1 being no issues to 10 very difficult almost a no

1
10

How would you rate the affordability of the conference registration fees? 

  1. 1 being least expensive through 5 being most

1
5

Did you encounter any challenges or issues during the conference that you would like to bring to our attention?

Please leave a comment below.

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