Agenda 2013

Monday, March 18, 2013

11:00am   Registration Begins

1:15pm     Introductory Remarks

1:30pm    Session 1 – Panel:  What Is “Banking” Today?  Executive Dialogue on the Future of the Customer Experience

• 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 do the branch and ATM fit into the concept of the Future Bank?

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3:15pm    Session 2:  Big Data and Banking: The Seeds of Innovation

• Strategic thinking on Big Data
• Keys to data acquisition and management
• How to find new product opportunities in massive data sets

• Best practices to promote innovation in the product management function
• Regulatory compliance implications
• The role of rewards, couponing, and commerce in banking products

4:30pm    Session 4 – Presentation:  Harnessing Social Media for Better Customer Experience

• What is working — and what isn’t — in social CRM
• Big Data solutions
• Tools for social banking excellence

Presenter:
Kimarie Matthews, Vice President, Social Web, Wells Fargo & Co.

5:20pm    Presentation of the 2013 Bank Innovation Awards 

5:40pm    Networking Reception

Tuesday, March 19, 2013

8:00am     Registration and Breakfast
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9:00am    Session 5 – Panel:  Best Practices in Organizational  Innovation

• Defining the management imperative
• The tools and protocols you need for true innovation
• What role must corporate culture play for innovation success?
• The role of social media

10:00am    Session 6 – Presentation:  Wallet Share, the New Strategic Imperative

• What does it mean to think wallet share vs market share?
• Best practices for enhanced wallet share
• Technologies that allow for more holistic wallet share marketing and metrics

Presenter:
Dan Schatt, GM, Financial Innovations, PayPal

11:00am    Mid-Morning Break
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11:30am    Session 7:  The IdeaStorm: Attendees Collaborate to Brainstorm a Better Banking Future

• During this session, we’ll undertake a brainstorm session to cultivate a more dynamic future for banking innovation.

12:30pm    Lunch 
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1:30pm     Session 8 – Panel:  Channel Convergence: Fulfilling Every Customer Need

• Usage trends and how to get more consumers to embrace innovation
• Overcoming the challenge of balancing customer wants and legacy system realities
• How to isolate user experience from services/data analytics
• What are the operational challenges that need to be overcome in order to be truly channel agnostic?

Panel:
Stephen Armstrong, Director of Emerging Channels, USAA
Jelmer De Jong, CEO, Backbase
Geoff Knapp, VP, Digital Channels & Online Banking, Fiserv
Jim Reynolds, Vice President, Regional Site Director, U.S. Bank

2:30pm    Afternoon Break
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3:00pm    Session 9 – Panel: The Future of PFM

• What does real PFM look like, and should banks be “afraid” of it?
• Why PFM is crucial to customer experience excellence
• Metrics on how effective PFM can boost your bank ratios

Panel:
Eric Connors, SVP of Products, Yodlee
Rob Cummings, Senior Vice President, Online and Mobile Banking, Mountain America Credit Union
Matt Kinney, Senior Product Manager – Social Media, Video & Online Tools, TD Bank
Kristoffer Lawson, Co-Founder, Holvi

4:00pm    Session 10 – Presentation: Separating Mobile Banking Fact from Fiction

• Why certain apps work, and certain apps suck
• What’s the next new-new thing?
• Smartphone vs. tablet vs. both
• Principles of mobile banking

Presenter:
Matt Krogstad, VP of Mobile Banking and Payments, Bank of the West

5:00pm    Celebratory Networking Reception
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6:30pm Conference concludes