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?

Panel:
Alicia Moore, Senior Vice President, ATM Banking, Wells Fargo
Bradley Leimer, Vice President, Online & Mobile Strategy, Mechanics Bank
Jeff Stephens , Founder, CEO, Creative Brand Communications
Scott Zimmer , VP Digital Banking & Innovation, Capital One

 2:45pm    Afternoon Break

Sponsored by:

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

Presenter:
Shawn Budde, Co-Founder & Chief Operating Officer, ZestFinance

 

3:40pm    Session 3 – Panel:  New Product Strategies & Possibilities
  • Best practices to promote innovation in the product management function
  • Regulatory compliance implications
  • The role of rewards, couponing, and commerce in banking products

Moderator:
JP Nicols,, CEO, Clientific

Panel:
Shawn Budde, Co-Founder & Chief Operating Officer, ZestFinance
Peter Vogel, Co-Founder & CEO, Plink
Michael Panzarella, Director, Financial Services, Perficient
John Schulte, SVP & CIO, Mercantile Bank of Michigan

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

Panel:
Harry Brandicourt, SVP, Managing Director, Strategic Planning Group, Director of Innovation, Fifth Third Bancorp
Sam Maule, Manager, Carlisle & Gallagher Consulting Group
Matt Wilcox, SVP, eBusiness Strategy, Zions Bancorp

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
Sponsored by:

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 
Sponsored by:

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
Sponsored by:

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
Sponsored by:

 

6:30pm Conference concludes