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Venue

Boca Raton Resort
501 East Camino Real
Boca Raton, FL 33432

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Conference Agenda

Sunday, March 11, 2012

12:00 PM -
Registration Opens

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12:45 PM - 2:15 PM
Workshop A: Risk and Growth Trends in Business and Consumer Lending
Brad Jones, VP, Retail Banking Solutions Leader, EQUIFAX
Melanie Wing, VP, Marketing Strategy, EQUIFAX
Quincy Miller, EVP & Director of Business Banking, CITIZENS FINANCIAL GROUP, INC.
Pat Fox, President, PROFIT INSIGHT
2:15 PM - 3:45 PM
Workshop B: Is there Money in the Mobile Wallet?: Business Models and Prospects for Mobile Payments in the U.S.
Jim Bramlett, Partner, NOVANTAS
Joel Stanton, Senior Analyst, LIGHTSPEED RESEARCH, INC.
Dekkers L. Davidson, Head, Mobile Commerce Business, BARCLAYCARD US
3:45 PM - 4:00 PM
Chairman's Opening Remarks
4:00 PM - 4:45 PM
Keynote Address: BANK 2.0 - How Customer Behavior and Technology are Changing Banking Forever
Brett King, Founder, MOVEN
4:45 PM - 5:30 PM
Keynote Address: Growth Through Change
Raymond P. Davis, CEO & President, UMPQUA HOLDINGS CORPORATION
5:30 PM -
Opening Night Reception

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Monday, March 12, 2012

Click on any of the track details below to view a detailed explanation
Distribution Product Customer Technology
7:30 AM -
Registration

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7:30 AM - 8:15 AM
BREAKFAST BRIEFING SESSION - Technology & Expanding Bank Product Offerings Reignite CRM

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8:15 AM - 8:20 AM
Chairman’s Opening Remarks
Thomas K. Brown, CEO, SECONDCURVE CAPITAL
8:20 AM - 8:55 AM
Keynote Address
William Cooper, Chairman & CEO, TCF FINANCIAL CORPORATION
8:55 AM - 9:20 AM
The Analysts View of Retail Financial Services
Thomas K. Brown, CEO, SECONDCURVE CAPITAL
9:20 AM - 10:00 AM
Keynote Discussion: Ex-CEO Roundtable
Thomas Brown, CEO, SECOND CURVE CAPITAL
John B McCoy, Retired Chairman and CEO, BANK ONE CORPORATION
James H. Blanchard, Retired Chairman of the Board and CEO, SYNOVUS
10:00 AM - 10:30 AM
Networking and Refreshment Break
10:30 AM - 11:30 AM
Re-constructing Retail Distribution
Moderator: Sherief Meleis, Managing Director, NOVANTAS, LLC
Brian J. Haier, Executive Vice President, Regional Retail Banking & Direct Channels, TD BANK
Darren J. King, Head of Retail Banking Division, M&T BANK
Mark Elliot, Senior Vice President, Consumer Banking, CAPITAL ONE BANK
11:30 AM - 12:15 PM
Balancing Act – Innovation, ROI and Reality in Mobile Banking
Moderator: Robert Voth, Managing Partner, CTPARTNERS
Mark L. Warshawsky, Senior Vice President, Mobile Channel Planning and Design Executive at Bank of America, BANK OF AMERICA
Carl Rutstein, Senior Partner and Head of Payments Practice in The Americas, BOSTON CONSULTING GROUP
Nate Wehunt, Head of Digital Channels, CITY NATIONAL BANK, LOS ANGELES
12:15 PM - 1:30 PM
Industry Innovation Luncheon - The Elephant In The Room; How To Grow More and More With Less to Spend
Steve Heston, Managing Director, Retail Banking Group, ACXIOM
Glenn Hudock, Managing Director, Retail Banking Group, ACXIOM

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12:15 PM - 1:30 PM
Industry Innovation Luncheon - Retail Banking in the Omni-Channel Era
Moderator: Philip Farah, Senior Director, Financial Services Consulting, CISCO
Toshi Mogi, AVP Innovation Strategy, Financial Services, FROG
Nicole Sturgill, Research Director, Retail Banking, TOWERGROUP
Michael Yurochko, SVP, JPMORGAN CHASE

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12:15 PM - 1:30 PM
Industry Innovation Luncheon - Winning at Digital Signage: How to Avoid Common Pitfalls and Get the Most of this Marketing Channel
Rich Meszaros, EVP, Market Development, JOHN RYAN
Jim Rice, EVP, Market Development, JOHN RYAN

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1:15 PM - 1:45 PM
Dessert in the Exhibit Hall
1:45 PM - 2:30 PM
Track: Distribution View Track Building a Cross-Channel Mindset at SunTrust Bank
Thomas P. McDermott, Senior Vice President, Cross- Channel Strategy Manager, SUNTRUST BANKS, INC.
1:45 PM - 2:30 PM
Track: Product View Track SMALL BUSINESS FOCUS: Evolution Of The Value/Profit Dynamic In Small Business Product Design
Ed Barry, SVP, Marketing & Analytics, Small Business, CAPITAL ONE FINANCIAL SERVICES
Mary Beth Sullivan, Managing Partner, CAPITAL PERFORMANCE GROUP
1:45 PM - 2:30 PM
Track: Customer View Track Developing the Fully-Engaged Customer: Key Steps to Create Long-Term Multi-Channel Relationships
Frank Aloi, President and CEO, ATH POWER CONSULTING
Maria P. Tedesco, Group Executive Vice President & Director of Retail and Business Banking, RBS CITIZENS FINANCIAL GROUP, INC.
1:45 PM - 2:30 PM
Track: Technology View Track Core Challenges
Moderator: Bart Narter, SVP, Banking Group, CELENT
Mike Armbruster, Chief Information Officer and is a corporate Senior Vice President, ESL FEDERAL CREDIT UNION
Ryan Buckley, Chief Information Officer, UNIBANK
William Sampson, Executive VP & Chief Information Officer, THE EAST CAROLINA BANK
2:30 PM - 3:15 PM
Track: Distribution View Track The Evolution of the ATM Banking Channel
Moderator: Ed O'Brien, Director, Banking Channels Advisory Service, MERCATOR ADVISORY GROUP, INC.
Jay Weber, Line of Business Executive, ATM Operations, FIS
Andy Hernandez, Executive Vice President, Director ATM & Online Channels, BBVA COMPASS
Steve Karp, SVP, Enterprise Payments Strategy, SUNTRUST BANK
2:30 PM - 3:15 PM
Track: Product View Track Accelerating Product Innovation- Why You Can and Should
Kevin Miller, Head of Retail Deposit Products, BMO HARRIS BANK
2:30 PM - 3:15 PM
Track: Customer View Track Drivers and Implications Around Customers Who Switch Banks
J. Michael Beird, Director of Banking Services Practice, J.D. POWER AND ASSOCIATES
Becky DeGeorge, Senior Vice President - Customer Experience Director, U.S. BANK
2:30 PM - 3:15 PM
Track: Technology View Track Managing Multi-Platform Mobile
Jimmy Dinh, Senior Director, Mobile Banking Strategy & Planning, CIBC RETAIL AND BUSINESS BANKING
Niti Badarinath, SVP, Head of Digital Strategy & Mobile Banking, U.S. BANK
3:15 PM - 3:45 PM
Break
3:45 PM - 4:30 PM
Track: Distribution View Track Making the Most of Branch Sales Opportunities
Scott Cleveland, SVP, Branch Banking Performance Measurement Executive, SUNTRUST BANK
Bill Simmons, Financial Services Practices, PITNEY BOWES SOFTWARE
3:45 PM - 4:30 PM
Track: Product View Track Winning the Mass Affluent Customer: TD Bank’s Innovative Approach
David Boone, Executive Vice President, Mass Affluent Segment, TD BANK USA
3:45 PM - 4:30 PM
Track: Customer View Track SMALL BUSINESS FOCUS: So Happy Together: Attracting Business Owner Personal and Business Relationships
Ginger Siegel, Executive Vice President, PNC BANK
Doug Kohlbeck, SVP, Director of Business Banking, ASSOCIATED BANK
3:45 PM - 4:30 PM
Track: Technology View Track BEYOND ONLINE AND MOBILE: TABLET BANKING
Andres Wolberg-Stok, SVP/Director of Strategy for Mobile & Emerging Technologies, CITI
4:30 PM - 5:15 PM
Track: Distribution View Track SMALL BUSINESS FOCUS: Pay Attention! Developing and Retaining Small Business Relationships by Phone
Nick Miller, President, CLARITY ADVANTAGE CORPORATION
David R. Tremblay, Business Development & Strategy Executive, Client Development Group, BANK OF AMERICA MERRILL LYNCH
John Witkowski, Regional President and Executive Vice President, Retail Banking, FIVE STAR BANK
4:30 PM - 5:15 PM
Track: Product View Track The Product Innovation Imperative
Lucia Uribe, Partner, Retail Banking Practice, OLIVER WYMAN
4:30 PM - 5:15 PM
Track: Customer View Track How To Better Communicate Your Value to Customers
Moderator: Heather Landy, Editor, AMERICAN BANKER
Karen Biddle Andres, Relationship Manager, CENTER FOR FINANCIAL SERVICES INNOVATION
Irene Etzkorn, Executive Director of Simplification, SIEGEL+GALE
4:30 PM - 5:15 PM
Track: Technology View Track Getting Hitched: The Crucial Integration of Fraud and AML Technology
Penny Crosman, Editor in Chief, BANK TECHNOLOGY NEWS
Susan A. deFreese, ILO, SVP/Chief Compliance Officer - CRA & Safe Act Officer, OLD FLORIDA NATIONAL BANK
Andrew D. Martin, CAMS, BSA/AML Officer, COMMERCE BANCSHARES
5:15 PM -
Conference Concludes Followed by a Reception

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Tuesday, March 13, 2012

7:30 AM -
Registration

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7:30 AM - 8:15 AM
Breakfast Briefing: Driving growth through innovative customer strategies

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8:10 AM - 8:15 AM
Chairman's Remarks
8:15 AM - 9:00 AM
Keynote Address
Richard Davis, Chairman, President and CEO, U.S. BANCORP
9:00 AM - 9:45 AM
Keynote Address
Cathleen Nash, President & CEO, CITIZENS REPUBLIC BANCORP
9:45 AM - 10:15 AM
Networking and Refreshment Break
10:15 AM - 11:00 AM
Social Media Panel
Penny Crosman, Editor in Chief, BANK TECHNOLOGY NEWS
Bianca Buckridee, Social Media Operations Manager, JPMORGAN CHASE
Ally Basak Russell, Head of Compliance, HEARSAY SOCIAL
Tim Reis, Head of Mobile and Social Solutions for the America's, GOOGLE
Jennifer Grazel, Head of Financial Services Category Development, LINKEDIN
11:00 AM - 11:30 AM
Boston Consulting Group Benchmarking Study
Carl Rutstein, Senior Partner and Head of Payments Practice in The Americas, BOSTON CONSULTING GROUP
Kent V. Stone, Executive Vice President, U.S. BANCORP
11:30 AM - 12:15 PM
Fun Works: Using Gamification to Engage Employees and Consumers
Moderator: Campbell Edlund, President, EMI STRATEGIC MARKETING
Jason Alderman, Senior Director, Global Financial Education, VISA
Jim Gaffney, Senior Vice President, Head of Consumer Credit Card Sales Channels, SUNTRUST BANK
12:15 PM - 1:00 PM
Lunch for IBM Executive Roundtable Attendees
1:00 PM - 2:30 PM
Executive Roundtable Discussions: The Analytics Payoff
Frank McKeon, Banking Executive, IBM BUSINESS ANALYTICS

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