Banks today are confronting digital, data and customer disruptions that are transforming the entire industry. Retail Banking 2016 will provide a view of the future in these areas, offering insights and a vision of the future on all the issues that are keeping bankers up at night.

 

 

Wednesday, April 6, 2016

 

1:00 - 4:00

Innovations for Credit Unions

Bob Meara J. Paul Leavell, PhD Wade Arnold Kevin Foster-Keddie Meredith J. Deen Kate Dame

Bob Meara
Senior Analyst, Celent

J. Paul Leavell, PhD
Chief Strategy and Marketing Officer, Nusenda Credit Union

Wade Arnold
Managing Director of Mobile, Jack Henry & Associates

Kevin Foster-Keddie
President & CEO, Washington State Employees Credit Union

Meredith J. Deen
President, Financial Management Solutions Inc. (FMSI)

Kate Dame
Vice President of Branch Administration, Jeanne D’Arc Credit Union

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1:15 - 2:30

WORKSHOP A: The Financial Mobile Security Landslide – Best Practices to Help Avoid a Cyberattack

Ross Hogan Dave Rivard

Ross Hogan
Global Head of Fraud Prevention Division, Kaspersky Lab

Dave Rivard
Cybersecurity Expert with the Fraud Prevention Division, Kaspersky Lab

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1:15 - 2:30

Workshop D: SPEED TO INSIGHT - How Inaccurate Customer Profiles are Forever Sabotaging Your Audience Engagement

Andrea Reichenbach Brad Furman

Andrea Reichenbach
Senior Director of Marketing Strategy, Acxiom

Brad Furman
Managing Principal, Acxiom Financial Services Strategy & Analytics Practice, Acxiom

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2:45 - 4:00

Workshop B: How to Make Your Company (Peers) Value / Buy-In to Your UX insights

Eugenio Santiago Troy Abel, MFA, PhD

Eugenio Santiago
VP of User Experience Research, Key Lime Interactive

Troy Abel, MFA, PhD
UX Research Manager and Sr. Strategist, Key Lime Interactive

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2:45 - 4:00

Workshop C: The Billboard Value of Your Network: New Metrics and Technology to Maximize the Visual Impact of Your Network

Alex Lee Brian McEvoy

Alex Lee
Director, Novantas, Inc.

Brian McEvoy
Director of Retail Branch Channel Strategy, Synovus Financial

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4:00 - 4:15

Chairman's Welcome

Marc Hochstein

Marc Hochstein
Editor in Chief, American Banker

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4:15 - 5:00

Keynote Panel: No Bull Zone - Retail Banking Disruptors

Thomas K. Brown Richard Hunt Camden R. Fine

Thomas K. Brown
Founder and CEO, Second Curve Capital

Richard Hunt
President, Consumer Bankers Association

Camden R. Fine
President and CEO, Independent Community Bankers of America® (ICBA)

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5:30 - 6:00

Keynote Address

Nigel Morris

Nigel Morris
Managing Partner, QED Investors

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Thursday, April 7, 2016

 

Food & Drinks

7:15 - 8:00

Breakfast Briefing: Building Your Brand and Driving Profitable Customer Engagement in the Digital World

Carl Snyder Lance Senoyuit

Carl Snyder
VP of Banking Solution Management, SAP

Lance Senoyuit
Industry Value Engineer, SAP North America – Industry Value Engineering

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8:45 - 9:15

Keynote Address

Thomas J. Curry

Thomas J. Curry
Comptroller of the Currency, Office of the Comptroller of the Currency (OCC)

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10:00 - 10:30

Onboarding in the Digital Age: Mission Impossible?

Marc Hochstein Preston Wood Matt Gillin Mary K. Fiorille

Marc Hochstein
Editor in Chief, American Banker

Preston Wood
Chief Technology Officer & Executive VP, Zions Bancorporation

Matt Gillin
CEO and Co-founder, Relay Network

Mary K. Fiorille
Head of Consumer Unsecured Lending Business, Citizens Bank

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10:30 - 11:00

Featured Address: Enabling the Next Generation of Payments

Jim McCarthy

Jim McCarthy
EVP, Innovation and Strategic Partnerships, Visa Inc.

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11:00 - 11:30

The Disruption Will Not Be Televised

Timothy Spence

Timothy Spence
Executive Vice President Chief Strategy Officer, Fifth Third Bancorp

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11:30 - 12:00

Innovation and Next Generation Of Banking

Andy Harmening

Andy Harmening
Vice Chairman for Consumer Banking, Bank of the West

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12:00 - 12:30

The Digitization of Retail Banking

Chad Ballard

Chad Ballard
Director, Mobility and New Digital Business Technologies, BBVA Compass

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Food & Drinks

12:30 - 1:30

Industry Innovation Luncheon | Cash in on Convenience: Consumers Want Same-Day Availability to their Funds

Victoria Dougherty

Victoria Dougherty
Director of Product Management – Immediate Funds Financial & Risk Management Solutions, Fiserv

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Food & Drinks

12:30 - 1:30

Industry Innovation Luncheon | Is Your Branch Workforce A Growth Engine?

Randy Ross Dave Martin Judith A. Verb

Randy Ross
EVP, Kiran Analytics

Dave Martin
EVP and Chief Development Office, Financial Supermarkets Inc.

Judith A. Verb
SVP and Regional Manager for Consumer Banking, U.S. Bank

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Branch Transformation

2:00 - 2:45

Branch Transition – Choosing the Challenges

Nick Miller David Kerstein Duane Duck James C. Allen

Nick Miller
President, Clarity Advantage Corporation

David Kerstein
President, Peak Performance Consulting Group

Duane Duck
SVP, Sales Strategy Manager, Bank of the West

James C. Allen
Group Executive Vice President, Broadway National Bank

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Regulatory/Security

2:00 - 2:45

UDAAP Happens! Balancing Regulator, Customer, and Shareholder Interest

John Rosenfeld Albert J. Rota

John Rosenfeld
Executive Vice President for Everyday Banking, Citizens Bank

Albert J. Rota
Partner, Jones Day

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Digitization of Retail Banking

2:00 - 2:45

Driving Customer Experience in the Digital Channel

Frank Aloi Renee Pezzi Kelly Dakin

Frank Aloi
President and CEO, ath Power Consulting

Renee Pezzi
SVP, Customer Experience, Citizens Bank

Kelly Dakin
SVP & Director of Mobile Banking, Citizens Financial Group

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Revenue Strategies

2:00 - 2:45

Banks and Alternative Finance: a New Partnership for Growth

Charles Wendel Trevor Dryer Jason Hills Brian Graham Vincent Hruska

Charles Wendel
President, FIC Advisors, Inc. (FIC)

Trevor Dryer
CEO & Cofounder, Mirador

Jason Hills
SVP, Sales, LendKey

Brian Graham
Chief Executive Officer, BancAlliance

Vincent Hruska
Senior Vice President, Product Strategies, City National Bank

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Regulatory/Security

2:45 - 3:15

Threat Intelligence Information Sharing; You Don’t Know What You Don’t Know

Adam Klickovich

Adam Klickovich
Program Manager, National Cyber-Forensics & Training Alliance (NCFTA)

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Digitization of Retail Banking

2:45 - 3:15

Digital Disruption in Retail Banking: Making Cents from Omnichannel, Blockchain, Cognitive, Crowdsourcing and the Like

Omer Sohail Lloyd M. Wirshba Manoj Govindan

Omer Sohail
Principal, Deloitte Consulting, LLP

Lloyd M. Wirshba
Chief Commercial Officer, Convergys Corporation

Manoj Govindan
SVP, Technology Innovations Group

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Revenue Strategies

2:45 - 3:15

Should Banks Focus on Millennials?

Kevin Tynan Paul Davis Alletta Emeno Anne Ryan Justin Melnick

Kevin Tynan
SVP, Marketing, Liberty Bank for Savings

Paul Davis
Editor, Community Banking, American Banker

Alletta Emeno
Senior Vice President of Marketing, Meridian Bank

Anne Ryan
Brand Strategist, Brownstein Group

Justin Melnick
Senior Brand Strategist, Brownstein Group

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Digitization of Retail Banking

4:30 - 5:00

Innovation Labs

Miranda Hill Penny Crosman Sih Lee

Miranda Hill
VP & Manager, Digital Labs, Wells Fargo

Penny Crosman
Editor at Large, American Banker

Sih Lee
Senior Vice President – Payments Technology & Innovation, Synchrony Financial

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Revenue Strategies

4:30 - 5:00

Successful Organic Revenue Growth: The Intersection of Strategy, Customer Experience and Marketing Execution

Larry Baily Hillary Kelbick Avi Patel

Larry Baily
Principal, Greenwich Associates

Hillary Kelbick
Owner, MKP communications

Avi Patel
Chief Marketing Officer, Fulton Financial Corporation

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Branch Transformation

5:00 - 5:45

The Physical Transformation of Todays Modern Branch

Mark Debes James G. Caliendo

Mark Debes
Senior Vice President for Retail Banking and Marketing, The Fauquier Bank

James G. Caliendo
President and COO, PWCampbell

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Regulatory/Security

5:00 - 5:45

Cybersecurity Regulation for Financial Services

Elizabeth A. Khalil Dave Konuch

Elizabeth A. Khalil
Partner, Dykema Gossett PLLC

Dave Konuch
EVP and Chief Privacy Officer, Quick Intelligence

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Digitization of Retail Banking

5:00 - 5:45

Driving Digital Marketing Transformation – Functionality or Brand?

Paul Kadin Jay Wardle Dresdyn Hefferen

Paul Kadin
Managing Director, Novantas Inc.

Jay Wardle
Head of Finance, AOL Advertising

Dresdyn Hefferen
Senior vice president, Corporate Marketing, PNC Financial Services Group

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Revenue Strategies

5:00 - 5:45

Capturing and Serving the Wealth Management Client Today and Tomorrow

William McCracken Jorge G. Möller Dipti Kachru

William McCracken
CEO, Synergystics Research Corporation

Jorge G. Möller
Executive Vice President and Director of the Retail Digital Segment, BBVA Compass

Dipti Kachru
Head of Marketing, Chase Wealth Management

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Friday, April 8, 2016

 

8:00 - 8:30

Keynote Address: The Changing Dynamics of Retail Baking

David Mooney

David Mooney
President and CEO, Alliant Credit Union

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8:30 - 9:15

FinTech Innovators Panel

Jim Marous David Sosna Sima Gandhi Alex Sion

Jim Marous
Co-publisher, The Financial Brand/ Digital Banking Report

David Sosna
Co-Founder and Chief Executive Officer, Personetics

Sima Gandhi
Head of Business Development & Strategy, Plaid

Alex Sion
Co-Founder and President, US Consumer, Moven

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10:00 a.m - 10:30

Keynote Address: How Winning Starts with the Customer

Pablo Sanchez

Pablo Sanchez
CEO, Retail Banking and Wealth Management, USA and Canada, HSBC Bank USA, N.A.

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10:30 - 11:00

The Changing Face of Banking

Paul Davis Megan Clubb Rusty Cloutier

Paul Davis
Editor, Community Banking, American Banker

Megan Clubb
Chairman, Baker Boyer

Rusty Cloutier
Founding President & CEO, MidSouth Bank, N.A.

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