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Letter from the Chairmen

"Margins are pinched, loan demand has yet to recover, consumers and regulators are pushing back on all kinds of fees – in some ways, it seems as though nothing has changed over the last 12 months." Read more...

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Conference Agenda

Wednesday, March 13, 2013

11:30 AM -
Registration Opens

Sponsored by:

12:45 PM - 2:00 PM
Pre-Conference Workshop A: Thinking Differently: Unlocking Innovation, Problem Solving and Creativity
William A. Donius, Author, THOUGHT REVOLUTION: HOW TO UNLOCK YOUR INNER GENIUS
2:00PM - 3:30 PM
Pre-Conference Workshop B: Marketing in the "New Normal"
Stephen Drees, Managing Principal, Global Consulting, ACXIOM CORPORATION
Marc Trudeau, VP, Financial Services Strategy, ACXIOM CORPORATION
3:45 PM - 4:30 PM
Keynote Address: Emphasizing the Community in Super-Community Banking
Harris Simmons, Chairman, President and Chief Executive Officer, ZIONS BANCORPORATION
4:30 PM - 6:00 PM
Keynote Address: Podium Rock
Simon Hammond, Global Brand Evangelist and Best Selling Author
6:00 PM - 7:30 PM
Opening Night Reception in the Exhibit Hall

Thursday, March 14, 2013

Click on any of the track details below to view a detailed explanation
Emerging Channels Innovations in Banking Analytics in Action Tech Trends
7:15 AM -
Registration Opens

Sponsored by:

7:15 AM - 8:00 AM
Breakfast Briefing

Sponsored by:

7:15 AM -
Breakfast in the Exhibit Hall
7:45 AM - 8:00 AM
Co-Chair Opening Remarks
Thomas K. Brown, CEO, SECONDCURVE CAPITAL
Richard Melville, Group Editorial Director, Banking & Capital Markets, SOURCEMEDIA
8:00 AM - 8:45 AM
Keynote Address: Today’s Financial Services Industry: A Wells Fargo Perspective
John Stumpf, Chairman, President and Chief Executive Officer, WELLS FARGO & COMPANY
8:45 AM - 9:30 AM
Keynote Address: Delivering Results for Customers and Investors In a Time of Great Change
Bill Demchak, President, THE PNC FINANCIAL SERVICES GROUP
9:30 AM - 10:15 AM
Keynote Address
Ryan McInerney, Chief Executive Officer, Consumer Bank, CHASE
10:15 AM - 11:00 AM
Refreshment and Networking Break in the Exhibit Hall
11:00 AM - 11:30 AM
Keynote Address: Building Franchise Value During a Strategic Turnaround
Mark Grescovich, President and CEO, BANNER CORPORATION
11:30 AM - 12:00 PM
Featured Address: Payments Innovation: Beyond the Buzz
Pamela A. Joseph, Vice Chairman, Payment Services, US BANCORP
12:00 PM - 12:45 PM
Keynote Roundtable
Richard Hunt, President and CEO, CONSUMER BANKERS ASSOCIATION
Cathy Nash, Chief Executive Officer, CITIZENS REPUBLIC BANCORP
Andy Harmening, Senior Executive Vice President, Regional Banking Group, BANK OF THE WEST
Tim Wennes, Vice Chairman, Chief Retail Banking Officer, UNION BANK
12:45 PM - 1:45 PM
Luncheon
12:45 PM - 1:45 PM
Industry Innovation Session- Sole Proprietors and Micro Businesses: The Underserved Majority
Kevin Burke, GM, International, BCSG

Sponsored by:

12:45 PM - 1:45 PM
INDUSTRY INNOVATION SESSION - E-SIGNATURE ADOPTION TRENDS IN FINANCIAL SERVICES
Michael Laurie, VP, Product Strategy, SILANIS TECHNOLOGY

Sponsored by:
Silanis

12:45 PM - 1:45 PM
Industry Innovation Session- Omnichannel Banking – The Next Evolution of Multichannel Strategy
Jason Bettinger, Americas Vertical Lead for, CISCO BUSINESS TRANSFORMATION

Sponsored by:

12:45 PM - 1:45 PM
Industry Innovation Session - Next-Generation Banking: Customer-Facing Analytics
Jon M. Deutsch, Vice President Banking and Capital Markets, INFORMATION BUILDERS, NEW YORK
Peter Reale, Regional Technology Manager, INFORMATION BUILDERS, LOS ANGELES

Sponsored by:
Information Builders

1:45 PM - 2:15 PM
Dessert in the Exhibit Hall
2:15 PM - 3:00 PM
Track: Emerging Channels View Track Turning Point in Multi-Channel Distribution
Moderator: Sherief Meleis, Managing Director, NOVANTAS, LLC
Peter Eliopoulos, Senior Vice President & Chief Marketing Officer, M&T BANK AND WILMINGTON TRUST
Maria P. Tedesco, Group Executive Vice President & Director of Retail and Business Banking, RBS CITIZENS FINANCIAL GROUP, INC.
James Popalis, VP Retail Real Estate and Physical Distribution Strategy, TD BANK
2:15 PM - 3:00 PM
Track: Innovations in Banking View Track The Use Of Social Media To Enhance Customer Service And Experience
Wendy Arnott, Vice President, Social Media and Digital Communication, TD BANK GROUP
2:15 PM - 3:00 PM
Track: Tech Trends View Track How to Design User-Friendly Tablet Apps
Penny Crosman, Editor in Chief, BANK TECHNOLOGY NEWS
Andy Hernandez, Executive Vice President, Director ATM & Online Channels, BBVA COMPASS
Neff Hudson, AVP for Emerging Channels, USAA
Jeff Dennes, SVP Chief Digital Officer, HUNTINGTON NATIONAL BANK
Megan Minich, Head of Product Development and Channel Delivery, SILICON VALLEY BANK
2:15 PM - 3:00 PM
Track: Analytics in Action View Track We Have The Data – How Do We Make Money With It?
David Stevenson, Senior Vice President, Marketing Data and Targeting Executive, BANK OF AMERICA
James Duncan, Senior Vice President, EPSILON
3:00 PM - 3:45 PM
Track: Emerging Channels View Track The Payments Evolution is Now a Revolution
Vincent Hruska, Senior Vice President, Product Strategies, CITY NATIONAL BANK
3:00 PM - 3:45 PM
Track: Innovations in Banking View Track Banking by Design: The New Frontier
Art Smith, Chief Marketing Officer, UNION BANK
Stephen Beck, Managing Partner, CG42
3:00 PM - 3:45 PM
Track: Analytics in Action View Track It’s Not The Club That Makes Great Golfers, It’s The Swing: Why traditional Customer Satisfaction Projects Usually Don’t Realize Their Full Potential
Ronald Balmer, Principal, Client Experience, GREENWICH ASSOCIATES
Rob Stoddard, Senior Vice President, Business & Community Banking, REGIONS FINANCIAL CORPORATION
3:00 PM - 3:45 PM
Track: Tech Trends View Track Innovative Technology Trends, the Future of Banking Revealed
Jonathan Velline, EVP, ATM Banking and Store Strategy, WELLS FARGO BANK
Jay Freeman, Senior Advisor, GALLUP
3:45 PM - 4:00 PM
Coffee Break
4:00 PM - 4:45 PM
Track: Emerging Channels View Track The Future “är nu”: What US Banks Can Learn From Scandinavia About The Future Of Retail Distribution
Moderator: Tim Spence, Partner, OLIVER WYMAN | FINANCIAL SERVICES
4:00 PM - 4:45 PM
Track: Innovations in Banking View Track Trends and Best Practices for Mobile Banking
Mary Monahan, Executive Vice President and Research Director, Mobile, JAVELIN STRATEGY & RESEARCH
Niti Badarinath, SVP, Head of Digital Strategy & Mobile Banking, U.S. BANK
Neff Hudson, AVP for Emerging Channels, USAA
Armin Ajami, VP, Senior Product Manager, WELLS FARGO
4:00 PM - 4:45 PM
Track: Analytics in Action View Track Delivering a Customized Customer Experience
Peter Constant, Head of One to One Marketing, RBS CITIZENS FINANCIAL GROUP
Glenn Hudock, Managing Director, Financial Markets, ACXIOM
4:00 PM - 4:45 PM
Track: Tech Trends View Track Humanizing Your Website: How First Niagara Bank Drove 30% More Customers Online
Thomas Bontempo, Director of Digital Banking and Marketing, FIRST NIAGARA BANK, N.A.
Damir Saracevic, Director of Digital Marketing, CATALYST
4:45 PM - 5:15 PM
Closing Keynote Address: A View from Washington
Gov. Tim Pawlenty, President and CEO, FINANCIAL SERVICES ROUNDTABLE
5:15 PM - 7:00 PM
Cocktail Reception

Friday, March 15, 2013

7:45 AM -
Registration Opens

Sponsored by:

8:00 AM - 8:30 AM
Chairman’s Recap of Day One and The Analysts View of Retail Financial Services
Thomas K. Brown, CEO, SECONDCURVE CAPITAL
8:30 AM - 9:15 AM
Keynote Address: Mapping our Bank DNA...Are We Ready - and able - to evolve and engage differently and fundamentally delight customers?
Jonathan W. Witter, President of Retail and Direct Banking, CAPITAL ONE
9:15 AM - 10:00 AM
Breakfast in the Exhibit Hall
10:00 AM - 10:30 AM
Featured Address: Converting Risk to Reward: The Underserved Opportunity
Susan Ehrlich, Financial Services, President, H&R BLOCK
10:30 AM - 11:15 AM
Closing Regulatory Roundtable: Where Is The CFPB Headed Next?
Moderator: Barbara A. Rehm, Editor at Large, AMERICAN BANKER
Lisa M. Ledbetter, Partner, SNR DENTON US LLP
Additional Speaker to be Announced
Kathlyn Farrell, Managing Director, TRELIANT RISK ADVISORS
Konrad Alt, Managing Director, PROMONTORY
11:15 AM -
Conference Concludes