Luis G. Lobo, faculty member conducts Multicultural Banking class at the ABA Stonier Graduate School of Banking - The Wharton School of Business - University of Pennsylvania, Philadelphia, PA June 8th, 2015

ABA – STONIER GRADUATE SCHOOL OF BANKING
The Wharton School of Business
University of Pennsylvania

http://www.abastonier.com

MULTICULTURAL BANKING 

Luis G. Lobo 

Executive Vice President

BB&T

Stonier Faculty Member
Past Chairman Stonier Board of Advisors

June 2015 Elective Class - 1.5 hour

OUTLINE

PURPOSE:

The purpose of the class is to create awareness of the vast demographic shifts that are impacting the nation.  The financial repercussions from the behaviors of these populations will impact the economic growth of the United States.  The banking industry, as the owner of financial knowledge, has the primary responsibility to engage these non-traditional households, widely represented as individuals, families and business entities. By 2030, minority populations become the majority, even as the birth rate has already shifted to 51% minority as of August 2014.

STRUCTURE:

The class will be an interactive discussion between the participants and led by the instructor responding to these major topics: 

A.     The historical impact of immigration from the founding of the republic through the modern era.  

B.     Key distinguishing characteristics of the African American, Asian and Latino communities.

C.     Identifying minority segments within branch distribution markets.

D.    The HUGE role of the branch in acquiring and serving multicultural clients through diverse and
       integrated platforms.

E.     Sharing financial knowledge “where people ARE” – a competitive advantage.

a.     The work place.

b.     The faith community.

c.      The education space.

d.     Bank branches.

F.     Client segmentation according to life-cycle needs and financial resources.

MATERIALS:

A.V. platform with web connect.

PowerPoint presentation.

Copy of book “The Next America” for each participant.

AUDIENCE:

The class will be conducted for two (2) distinct classes of approximately 15 students, both on the same day, for Monday June 8^th, 2015.

Luis G. Lobo

Executive Vice President

BB&T Multicultural Banking

200 W. 2^nd St.

Winston Salem, NC

27101

llobo@bbandt.com

336-733-2663

www.LuisLobo.Biz

www.itisyourattitude.blogspot.com

http://youtu.be/fe_JCmtZczs

Download the 2015 Stonier brochure