Add to my calendar

Join us on

Download Brochure

2012 Sponsors

View all sponsors and exhibitors

Conference Agenda

Wednesday, November 7, 2012

1:00 PM -
Registration Opens
1:30 PM - 3:00 PM
Pre-Conference Workshop A: Selling Financial Services to Women
Carolyn Schaefer, Managing Director, Personal Banking and Wealth Management, YORK TRADITIONS BANK
Holly Buchanan, Author, SELLING FINANCIAL SERVICES TO WOMEN - WHAT MEN NEED TO KNOW AND EVEN WOMEN WILL BE SURPRISED TO LEARN
3:00 PM - 4:30 PM
Pre-Conference Workshop B: Small Business Behavior: Lessons for Global Business Strategy
Glen Senior, Global CEO, THE SMALL BUSINESS COMPANY
5:00 PM -
Opening Keynote Address: Up the Productivity Curve From Down Under
Harry Ferreria, Head of Small Business, BANK OF NEW ZEALAND
5:45 PM -
Opening Reception in the Exhibit Hall

Thursday, November 8, 2012

Click on any of the track details below to view a detailed explanation
Boosting Internal Productivity Boosting Outside Productivity Financing Small Business
8:00 AM -
Registration and Continental Breakfast
8:00 AM - 8:45 AM
Breakfast Briefing Presentation: The Bank Customer of the Future
Gregory Wright, Vice President, Small Business and Personal Financial Management, INTUIT FINANCIAL SERVICES

Sponsored by:

8:45 AM -
Chairman’s Opening Remarks
Nick Miller, President, CLARITY ADVANTAGE CORPORATION
9:00 AM -
Keynote Address: A CEO’s Perspective of Productivity
Cathleen Nash, President & CEO, CITIZENS REPUBLIC BANCORP
9:45 AM -
Taking Small Business Sales Higher
Moderator: Les Dinkin, Partner and Business Banking Practice Leader, NOVANTAS, LLC
Scott Fisher, Sr. Vice President, Managing Director, Retail Channels, FIRST NIAGARA FINANCIAL GROUP
Kent V. Stone, Executive Vice President, U.S. BANCORP
Robert M. Kottler, Head of Consumer Banking, IBERIABANK
10:45 AM -
Morning Networking Break
11:15 AM -
A Truly Unique Approach to Small Business
Steve Rice, EVP & Oregon Region Manager, UMPQUA BANK
12:00 PM -
A Five-Point Agenda for Profitable Growth
Moderator: Tim Spence, Partner, OLIVER WYMAN | FINANCIAL SERVICES
12:30 PM - 1:30 PM
Luncheon for All Participants
12:30 PM - 1:30 PM
Industry Innovation Session Lunch Presentation: 2012 Study Explains Why Banks Fail to Seize SMB Payments Opportunity
Paula Barrington, SVP, Treasury Management Services, BOK FINANCIAL
BC Krishna, CEO, MINERALTREE
Chrystal Pozin, Managing Director, TREASURY STRATEGIES
Bryan Walley, SVP Treasury Services, CITY NATIONAL BANK
Todd Hollander, Executive Vice President, Business Banking Group, UNION BANK, N.A.

Sponsored by:

12:30 PM - 1:30 PM
Industry Innovation Session Lunch Presentation: Cash Flow Centric Banking, A New Paradigm
John Barlow, President, BARLOW RESEARCH ASSOCIATES
Mac Frampton, Co-Founder, SMALL BUSINESS
René Lacerte, Founder and CEO, BILL.COM
Todd McGuire, SVP, Strategy and Corporate Development, FIRST DATA
Jason Blumer, CPA, BLUMER & ASSOCIATES
John Bultema, EVP, Business Banking Group, FIFTH THIRD BANK

Sponsored by:

12:30 PM - 1:30 PM
Industry Innovation Session Lunch Presentation: To Boost Your Bank's Performance You Need Only Two Things
Simone Zanetti, CEO, ALLOS, INC.
Morne Serfontein, Head of Measurement Enablement, STANDARD BANK

Sponsored by:

12:30 PM - 1:30 PM
Industry Innovation Session Lunch Presentation: Sole Proprietors and Micro Businesses: The Underserved Majority
Kevin Burke, GM, International, BCSG

Sponsored by:

1:30 PM - 2:00 PM
Dessert in the Exhibit Hall
2:00 PM - 2:45 PM
Track: Boosting Outside Productivity View Track Phone Home: More Revenue at Less Cost
David R. Tremblay, Business Development & Strategy Executive, Client Development Group, BANK OF AMERICA MERRILL LYNCH
Mike Marshall, Senior Director, Small Business Banking, CIBC
2:00 PM - 2:45 PM
Track: Boosting Internal Productivity View Track Putting your Teams in Hyperdrive: Tools, Targeting and Techniques that Accelerate Business Banking Growth
Campbell Edlund, President, EMI STRATEGIC MARKETING
Christy Schmitt, SVP, RBG Small Business Segment Manager, BANK OF THE WEST
2:00 PM - 2:45 PM
Track: Financing Small Business View Track Small Business Lending Trends & Innovation
Rissi Lovern, Vice President, EQUIFAX COMMERCIAL SOLUTIONS
Robert Schiff, Partner, MCKINSEY
2:45 PM - 3:30 PM
Track: Boosting Internal Productivity View Track Optimizing Channel Productivity: Making the Elephant Dance
John Barlow, President, BARLOW RESEARCH ASSOCIATES
John L. Guy, Jr., Director, Business & Professional Banking, WEBSTER FINANCIAL CORPORATION
Quincy Miller, EVP & Director of Business Banking, CITIZENS FINANCIAL GROUP, INC.
2:45 PM - 3:30 PM
Track: Boosting Outside Productivity View Track Improved Value Propositions Drive Bottom Line Results
Mary Beth Sullivan, Managing Partner, CAPITAL PERFORMANCE GROUP
Brian Edwards, EVP & Managing Director of Retail Banking Group, ASTORIA FEDERAL SAVINGS
2:45 PM - 3:30 PM
Track: Financing Small Business View Track Linking Line and Small Business Loan Center: Lessons Learned Aligning Credit and Marketing
Dan Carmichael, Senior Vice President, Business Community Credit Executive, REGIONS BANK
Buck Bierly, President and Founder, MZ BIERLY CONSULTING
3:30 PM - 4:00 PM
Afternoon Networking and Refreshment Break
4:00 PM - 4:45 PM
Track: Boosting Outside Productivity View Track Rethinking the Role of the Branch in Serving Small Business Owners
Martie Woods, Vice President and Chief Experience Officer, DELUXE CORPORATION
Pat White, Senior Vice President, Director of Retail Banking, COPPERMARK BANK
4:00 PM - 4:45 PM
Track: Boosting Internal Productivity View Track Capturing the Small Business TM Opportunity
Mike Betty, Senior Vice President, Bancorp Treasury Management Sales Manager, BB&T
Steve Ledford, Partner, NOVANTAS
Gregory Wright, Vice President, Small Business and Personal Financial Management, INTUIT FINANCIAL SERVICES
4:00 PM - 4:45 PM
Track: Financing Small Business View Track Moving to the “New Normal”
John O'Connor, Partner & Co-Founder, PRAXIS ADVISORS, LLC.
Barbara Hoose, Senior Vice President & Manager, Metro Custom Underwriting & Specialty Lending, US BANK
4:45 PM - 5:30 PM
Track: Boosting Internal Productivity View Track Professional Practice: Building a Productive 1st Class Business Banking Model.
Dan Allen, Vice President of Business & Agriculture, ATB FINANCIAL
Steve Zink, Vice President of Growth and Productivity Strategies, Business & Agriculture, ATB FINANCIAL
Stephen Gregory, Founder, ISAIX
4:45 PM - 5:30 PM
Track: Boosting Outside Productivity View Track Experience By Design: Managing Customer Experiences That Make A Difference
Anne Strange, Director of Commercial Client Experience, BBVA COMPASS
Becky DeGeorge, Senior Director, Customer Experience Management Services & Emerging Industries Division, 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
Kirk Jacobson, Senior Vice President, KEYBANK
Michael Hart, Senior Vice President, KEYBANK
5:30 PM -
Networking Reception in Exhibit Hall

Friday, November 9, 2012

7:30 AM -
Registration Opens & Continental Breakfast
7:30 AM - 8:15 AM
Breakfast Briefing Presentation: How to Build a Roadmap for Straight –Through-Processing in Business Banking
Charlie Stuard, Managing Director Sales and Marketing, THIRD PILLAR SYSTEMS
Richard Sullivan, Director Commercial Banking, THIRD PILLAR SYSTEMS

Sponsored by:

8:15 AM -
Chairman’s Remarks
Nick Miller, President, CLARITY ADVANTAGE CORPORATION
8:20 AM -
JD Powers Customer Survey Results
8:30 AM -
athPower Customer Survey Results
8:40 AM -
Keynote Address: Breaking a Little Glass
Ginger Siegel, Executive Vice President, PNC BANK
9:20 AM -
Expanding the Small Business Pie
Chris Ward, Executive Vice President, Small Business Banking Segment, BBVA COMPASS
Jay DesMarteau, Head of Small Business and Government Banking Distribution, TD BANK
John Durrant, Managing Vice President, Small Business Marketing and Analysis, CAPITAL ONE BANK
10:00 AM -
Networking and Refreshment Break
10:30 AM -
Driving New Revenue: Build or Buy
BC Krishna, CEO, MINERALTREE
Bruce Wallace, Chief Operations Officer, SVB FINANCIAL GROUP
Tom Misson, VP, Senior Business Leader, Global Commercial Products, MASTERCARD WORLDWIDE
11:15 AM -
Mobile Banking for Small Business
Jeff Dennes, SVP Chief Digital Officer, HUNTINGTON NATIONAL BANK
12:00 PM -
Conference Concludes