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Venue

Talking Stick Resort
9800 E. Indian Bend Road
Scottsdale, AZ 85256

Conference Agenda

Wednesday, November 9, 2011

12:00 PM -
Registration Opens

Sponsored by:

1:00 PM - 2:30 PM
Pre-Conference Workshop A: What Small Businesses Want From Their Banks – A European View And Case Study
John Davis, Managing Director, BCSG
2:30 PM - 4:00 PM
Pre-Conference Workshop B: Small Business Lending Industry Trends - A Panel Discussion
Drew Nathan, Senior Vice President, EQUIFAX COMMERCIAL INFORMATION SOLUTIONS
4:00 PM - 4:45 PM
Small Business Owner Panel: New Customer Expectations for Needs-Based Selling
Larry Baily, Principal, GREENWICH ASSOCIATES
Dan Schweiker, Co-Founder & Co-Chairman, CHINA MIST BRANDS
Mary Schick, Chief Financial Officer, MINICO, INC.
Karen Flanagan, Controller, MAGNUM COMPANIES
4:45 PM - 5:30 PM
Keynote Address
5:30 PM -
Reception in Exhibit Hall

Thursday, November 10, 2011

Click on any of the track details below to view a detailed explanation
Sales & Channels Marketing & Product Financing Small Business
7:30 AM - 8:15 AM
Breakfast Briefing Session: A Guide to Profitably: Monitor your Small Business Lending Portfolio
David Stott, Vice President of Product Marketing, COVARITY
8:15 AM - 8:30 AM
Chairman’s Opening Remarks
Nick Miller, President, CLARITY ADVANTAGE CORPORATION
8:30 AM - 9:15 AM
Keynote Address: The Future of Small Business Banking
Richard C. Hartnack, Vice Chairman, Consumer and Small Business Banking, U.S. BANCORP
9:15 AM - 10:00 AM
OVER THE TOP – Creating Connections between Business Banking and Wealth Management
Julia C. Wellborn, Executive Vice President, Executive Director for Wealth & Institutional Management (WIM), COMERICA BANK
10:00 AM - 10:30 AM
Morning Networking and Refreshment Break
10:30 AM - 11:15 AM
One Step At A Time – Boosting and Sustaining Small Business Growth
Lynetta Tipton Steed, Executive Vice President, Business and Community Banking, REGIONS BANK
11:15 AM - 12:15 PM
Taking Small Business Performance Up a Level
Moderator: Les Dinkin, Partner and Business Banking Practice Leader, NOVANTAS, LLC
Sam Guerreri, Senior Vice President of Retail Banking, M&T BANK
Kent V. Stone, Executive Vice President, U.S. BANCORP
12:15 PM - 1:15 PM
Industry Information Luncheon
Mike Pennell, Vice President, HCL CAPITALSTREAM

Sponsored by:

12:15 PM - 1:15 PM
Industry Innovation Luncheon

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1:15 PM - 1:45 PM
Dessert in the Exhibit Hall
1:45 PM - 2:30 PM
Track: Sales & Channels View Track I Chalk the Line – Sales Models, Sales Channels, and Who Goes Where
John Barlow, President, BARLOW RESEARCH ASSOCIATES
Christy Schmitt, SVP, RBG Small Business Segment Manager, BANK OF THE WEST
Kamal Rajan, Senior Vice President, Market Analytics, Business Banking, WELLS FARGO
Chris Ward, EVP, Global Director of the Small Business Segment Group, BBVA COMPASS
1:45 PM - 2:30 PM
Track: Marketing & Product View Track Beam Me Up: Small Business in the Mobile Space
Jim Gifas, Executive Vice President, Head of Global Transaction Services US, RBS CITIZENS
1:45 PM - 2:30 PM
Track: Financing Small Business View Track The Economic Recovery and Changing Landscape of the U.S. Small Business Economy
William H. Phelan, President, PAYNET, INC.
2:30 PM - 3:15 PM
Track: Sales & Channels View Track When Rubber Meets Road: Improving Small Business Traction in the Branches
Mary C. Bintz, Small Business Sales Executive, BANK OF AMERICA
Todd Hollander, Executive Vice President, Business Banking Group, UNION BANK, N.A.
2:30 PM - 3:15 PM
Track: Marketing & Product View Track Treasury Management for Small Business
Colleen Taylor, Executive Vice President, Head of Treasury Management & Merchant Services, CAPITAL ONE BANK
Joe Chasteen, Executive Vice President - Business Banking Treasury Management, PNC BANK
Mike Toth, Senior Vice President, Director of Strategy Implementation and Integration, Business Banking, KEY BANK
2:30 PM - 3:15 PM
Track: Financing Small Business View Track Adapting Small Business Lending Strategies to Recognize Post-recession Quality Prospects
Neil F. Murray, Director of Credit Strategy & Policy, RBS CITIZENS BANK NA
Rick Buczynski, PhD., SVP/Chief Economist, IBISWORLD, INC.
3:15 PM - 4:00 PM
Afternoon Networking and Refreshment Break
4:00 PM - 4:45 PM
Track: Sales & Channels View Track At the Top End of the Street: Wealth Management and Affluent Small Business Owners
LuAnne Kingston, Senior Vice President, National Premier Executive, HSBC
4:00 PM - 4:45 PM
Track: Marketing & Product View Track Beyond “Great Service and Location: Defining And Sustaining Small Business Identity, Value Proposition, And Differentiation
Dawn Morris, Senior Vice President, Director, Business Banking Marketing, CITIZENS FINANCIAL
4:00 PM - 4:45 PM
Track: Financing Small Business View Track Next Generation SMB Lending -- Predicting and Managing Risk Using Daily SMB Revenue Dataflows.
Robert Butler, Senior Vice President, WORLDPAY US, INC.
Mark Lorimer, CMO, CAPITAL ACCESS NETWORK, INC.
Andrea Petro, Executive Vice President and Division Manager, WELLS FARGO CAPITAL FINANCE
Gwenn Bezard, Co-founder and Research Director, AITE GROUP
4:45 PM - 5:30 PM
Track: Sales & Channels View Track Best Practices in Engaging Small Businesses Online
Stu Richards, CEO, BREDIN BUSINESS INFORMATION, INC.
Richard Weeks, Senior Vice President, Internet Services Group, WELLS FARGO & COMPANY
Audrey Hendley, VP of Marketing & Strategic Partnerships, AMERICAN EXPRESS OPEN
4:45 PM - 5:30 PM
Track: Marketing & Product View Track Getting Out of Our Own Way: Why Can’t Banks Deliver What Small Businesses Want?
Pete Appello, Executive Vice President of Small Business Banking, CAPITAL ONE
Charles Wendel, CEO, FIC, INC.
Mike Beird, Director, Banking Services, J.D. POWER AND ASSOCIATES
4:45 PM - 5:30 PM
Track: Financing Small Business View Track Effective Loss Mitigation Efforts to Retain Viable Small Business Customers
Tom Palen, Vice President and Manager, WELLS FARGO BANK
Mike Waltz, Senior Vice President Special Loan Group, ASSOCIATED BANK
5:30 PM -
Reception

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Friday, November 11, 2011

7:30 AM - 8:15 AM
Breakfast Briefing: Capitalizing On Trends That Will Shape How You Serve Small Businesses
Patty Brewer, Product Manager, INTUIT
Ernie Buday, Group Marketing Manager, INTUIT
8:15 AM - 8:30 AM
Chairman’s Recap of Day 1
Nick Miller, President, CLARITY ADVANTAGE CORPORATION
8:30 AM - 9:15 AM
Small Business Executive Panel
Jack Murphy, EVP, Head of SME Banking, Director of Small Business and Business Banking, SOVEREIGN
John Durrant, Managing Vice President, Small Business Marketing and Analysis, CAPITAL ONE BANK
9:15 AM - 10:00 AM
Selling the Brand Inside and Outside
Darcy Steber, Senior Vice President And Marketing Group Manager For Business Banking And Commercial Banking, PNC BANK
10:00 AM - 10:30 AM
Networking Break
10:30 AM - 11:15 AM
Keynote Address; Stairway to Sales Heaven: Moving from Strategy to Results
Bill Holt, Executive Vice President, Business Banking, SUNTRUST BANKS, INC.
11:15 AM - 12:00 PM
Follow the Money
Peter Carroll, OLIVER WYMAN
12:00 PM - 12:15 PM
Award Presentation: 2011 Small Business Banking Satisfaction
Mike Beird, Director, Banking Services, J.D. POWER AND ASSOCIATES
Steve Johnson, President, Arizona Region, BMO HARRIS BANK, FORMERLY KNOWN AS M&I BANK
12:15 PM -
Conference Concludes