Wednesday, March 28, 2012
11:00am Registration Begins
1:15pm Introductory Remarks
1:30pm Session 1: What Is “Banking” Today? A Debate on the Future
- How can banks realize the dream of “holistic” banking considering legacy challenges
- What do the most successful start-ups tell us about the future
- Which conventional wisdoms about the future of banking are wrong
- How does the branch and ATM fit into the concept of the Future Bank?
Panelists:
Noah Breslow, Chief Operating Officer, On Deck Capital
Shawn Budde, Co-Founder & Chief Risk Officer, ZestCash
Dan O’Malley, Founder & CEO, PerkStreet Financial
Jeff Stephens, Founder, Tribed and CBC
2:30pm Session 2: New Product Strategies & Possibilities
- Where the consumers are, now
- Innovations worth noting and ones worth ignoring
- How CFPB and Dodd-Frank realities color product design
- The future of PFM
- How should “commerce” integrate with “banking”
Panelists:
Philip Jenkins, Chief Operating Officer, Strands Finance
Rafael Lopes, VP, Sr. Product Manager – International Products & Digital Channels, City National Bank
Iker Marcaide, Founder, Peer Transfer
Todd Sandler, Head of Product Strategy & Deposits, ING Direct
James Shanahan, President, Shanahan & Associates, LLC
Josh S. Turnbull, Managing Consultant, Advisory Services, Center for Financial Services Innovation
3:30pm Afternoon Break
Sponsored By:
4:00pm Session 3: Social Banking Without Being Insecure or Annoying
- Elements of an effective Twitter strategy
- The mobile piece explored
- Is it possible to successfully leverage location apps?
- How does banking become a part of the social media experience?
Panelists:
Kimarie Matthews, VP of Social, Wells Fargo
Josh Reich, CEO, Simple Finance Technology Co. / BankSimple
Eric Rinebold, Industry Principal — Digital Engagement, Infosys
5:00pm Cocktail Reception
Sponsored By:
Thursday, March 29, 2012
8:00am Registration and Breakfast
9:00am Session 4: Channel Agnosticism: Being Everything to Every Customer
- Getting more consumers to embrace innovation
- Usage trends
- Overcoming the challenge of balancing customer wants and legacy system realities
- Can branches be maximized?
- What are the operational challenges that need to be overcome in order to be truly channel agnostic?
Presenters:
Ginger Schmeltzer, SVP, Digital Channel Management, SunTrust Banks
Geoff Knapp, Vice President, Online Banking & Consumer Insight, Fiserv
Brian Pearce, SVP, Head of Retail Mobile Channel, Internet Services Group, Wells Fargo
10:45am Mid-Morning Break
11:15am Session 5: Separating Digital Wallet & Mobile Payment Fact from Fiction
- One wallet or multiple wallet platforms? What level of integration can we expect or is necessary?
- What’s out there now? What’s on the way? Where does NFC fit in?
- Loyalty, points, rewards and virtual currencies
- The future of cashless payments
Panelists:
Bill Clark, President, Spindle
Mark Fischer, Chief Executive Officer, Inspire Commerce
Michael Garelik, Financial Services Innovation & Mobile and Alternative Payments Specialist
Omar Seyal, Co-Founder, Tagstand
Eric Remer, CEO, PaySimple
12:15pm Lunch
Sponsored By:
1:30pm Session 6: Shop-aholic: Integrating Banking Into a Better Shopping Experience
- Rewards and banking
- Payments platform implications for bankers and retailers
- Where do ATMs fit in?
- How the digital wallet fosters better retailing?
Panelists:
Marc Caltabiano, VP Marketing & Products, Cartera Commerce
Lewis Gersh, Managing Partner, Metamorphic Ventures
Samir Kothari, Co-Founder, Truaxis
Brian Rigney, VP & GM Business Solutions, CashStar
2:30pm Afternoon Break
3:00pm Session 7: The Organic Online/Offline Twitter Ideastorm
- During this session, we’ll undertake a good, old-fashioned brainstorm, but using newfangled social media with ideas aired live and via Twitter converging into a dynamic blend of innovation and a glimpse of the future.
4:00pm Session 8: App Crazy: Postcards From the Edge of Digital Banking
- Why certain apps work, and certain apps suck
- App update by device
- What’s the next new-new thing?
- Smartphone vs. tablet vs. both
Presenters:
Eric Connors, SVP of Products, Yodlee
4:30pm Celebratory Cocktail Reception
