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Monday, October 28, 2013

1:00 p.m. -
Registration Opens

Sponsored by:

2:15 p.m. - 3:45 p.m.
Pre-Conference Workshop - Trends Around Card Spend: The Use and Value to the Small Business Executive
John F. Rubinetti, SVP - Regional Head of Sales, Treasury Solutions, RBS CITIZENS
Jay Singer, Group Head, US Commercial Products, MASTERCARD WORLDWIDE
4:00 p.m. - 4:45 p.m.
Opening Keynote Address: Reflections and Projections – A Small Business Economist’s View
William C. Dunkelberg, Chief Economist, NATIONAL FEDERATION OF INDEPENDENT BUSINESS
4:45 p.m. - 5:30 p.m.
Keynote Address: Simplify and Satisfy: Keys to Keeping Small Business Clients Happy
Alice Rodriguez, Executive Vice President, Business Banking Executive, California Region, JPMORGAN CHASE
5:30 p.m. -
Opening Reception

Sponsored by:

Tuesday, October 29, 2013

Click on any of the track details below to view a detailed explanation
7:15 a.m. - 8:00 a.m.
Breakfast Briefing: What Arnold Palmer and Commercial & Industrial Loan Growth Have in Common in 2014
William H. Phelan, President & Co-Founder, PAYNET, INC.

Sponsored by:
Paynet

7:15 a.m. - 8:00 a.m.
Breakfast Briefing: Finding Growth in a Shrinking Pool: Analytics and Automation
Sharon O'Connor-Clarke, Principal Consultant, FICO
David K. Smith, Originations Lead Consultant, FICO

Sponsored by:

8:00 a.m. - 8:15 a.m.
Chairman’s Opening Remarks
Moderator: Nick Miller, President, CLARITY ADVANTAGE CORPORATION
8:15 a.m. - 9:00 a.m.
Keynote Address: Mobilizing for Growth
Dennis Devine, Executive Vice President, Consumer & Small Business Segment, KEYBANK
9:00 a.m. - 9:30 a.m.
California Clipper – Mobilizing A Regional Bank
Betty Rengifo Uribe, Executive Vice President, Head of Business & Personal Banking Division, CALIFORNIA BANK & TRUST
9:30 a.m. - 10:15 a.m.
Why Small Business Optimism is Increasing
Jay Freeman, Senior Advisor, GALLUP
Mark Vitner, Managing Director, Senior Economist, WELLS FARGO SECURITIES, LLC
10:15 a.m. - 10:45 a.m.
10:45 a.m. - 11:15 a.m.
NEW! Snapshots
Kirk Saari, Partner, OLIVER WYMAN
Stephen E. Reiter, Managing Director, SCA
11:15 a.m. - 11:45 a.m.
Expanding Growth Through International Trade
Dennis Chrisbaum, Director, International Trade Finance, Office of International Trade, U.S. SMALL BUSINESS ADMINISTRATION
Michael Howard, Midwest Regional Director, THE EXPORT IMPORT BANK OF THE UNITED STATES
11:45 a.m. - 12:30 a.m.
The New Realities of Revenue Growth
Moderator: Kevin Travis, Managing Director, NOVANTAS, INC.
Andrew Hovet, SVP Director of Delivery Channels, IBERIABANK
Todd Hollander, Executive Vice President, Business Banking Group, UNION BANK, N.A.
Mike Marshall, Senior Director, Small Business Banking, CIBC
12:30 p.m. - 2:00 p.m.
12:30 p.m. - 1:45 p.m.
Industry Innovation Lunch Presentation: Cash in and cash out – How online banking can play a bigger role for small businesses
Host: René Lacerte, Founder and CEO, BILL.COM
Panel Moderator: Brian Hamilton, SVP, National Digital Platforms, Small Business Banking, CAPITAL ONE BANK

Sponsored by:
Bill.com

12:30 p.m. - 1:45 p.m.
Industry Innovation Lunch Presentation: The Different Flavors of Small Business - Small Business Owners Panel Discussion
Moderator: Brian Boardman, Consulting Director, Revenue Enhancement Solutions, FISERV

Sponsored by:

12:30 p.m. - 1:45 p.m.
12:30 p.m. - 1:45 p.m.
Industry Innovation Lunch Presentation: The Rise of Business Process as a Service (BPaaS) in Commercial Banking
Pankaj Chowdhry, Vice President Commercial Banking, GENPACT

Sponsored by:
Genpact

1:45 p.m. - 2:00 p.m.
2:00 p.m. - 2:45 p.m.
Track: Access View Track Small Business is Big Business for US Bank In-Store Branches
Lori Dizes, Senior Vice President, North Region In-Stores, US BANK
Carl Jordan, Senior Vice President, Southern California In-Stores, US BANK
Dave Martin, EVP, Chief Development Officer, FINANCIAL SUPERMARKETS, INC.
2:00 p.m. - 2:45 p.m.
Track: Acceleration View Track Using Quantitative Metrics to Improve Bank Performance
Charles Wendel, President, FIC
Brian Mauntel, SVP, Business Banking Executive, FIFTH THIRD BANK, CENTRAL OHIO AFFILIATE
Martin Roussel, MBA, CFA, Executive Director, Small Business Banking, RAIFFEISEN BANK INTERNATIONAL
William Samuelson, Senior Vice President, PEOPLES
2:00 p.m. - 2:45 p.m.
Track: Assets View Track Centralized and Decentralized Approaches to Underwriting and Portfolio Management
James M. Nelson, CRC, Director, Credit Risk, THE RISK MANAGEMENT ASSOCIATION
John O'Connor, Partner, PRAXIS ADVISORS
Joanna Nifong, EVP, Sr. Small Commercial Loan Administration Manager, BB&T
2:45 p.m. - 3:15 p.m.
Track: Access View Track Innovating for Business: Corporate Prepaid Cards
Toffer Grant, CEO / Founder, PEX CARD
Stasia Lake, SVP + Sales Team Leader, Global Treasury Management, SQUARE 1 BANK
Luke Pritchett, Corporate Prepaid Group, VISA
2:45 p.m. - 3:15 p.m.
Track: Acceleration View Track Transformational Sales Leadership
Pete Appello, EVP, National Specialty Sales Executive, CAPITAL ONE BANK
Cheryl Foilb, SVP, Sales and Service, Business and COFA Sales Strategy Executive, CAPITAL ONE BANK
2:45 p.m. - 3:15 p.m.
Track: Assets View Track Mining the New Small Business Landscape: Leveraging Data Driven Insights to Uncover Opportunity and Manage Risk
Leo D'Acierno, Former Partner, BAIN & COMPANY
Michael Stefanick, Senior Vice President – Commercial Analytical Solutions, EQUIFAX NORTH AMERICAN COMMERCIAL SOLUTIONS
Keith Shields, Chief Analytics Officer, LOAN SCIENCE CORP & MARKETING ASSOCIATES
3:15 p.m. - 3:45 p.m.
Track: Access View Track Channel Optimization: New Research on Acquisition and Service
Stu Richards, CEO, BREDIN
Mark Denney, Vice President of Product Development, THE UPS STORE
3:15 p.m. - 3:45 p.m.
Track: Acceleration View Track Passionate Followings
Jim Wullschleger, Senior Vice President, CITY NATIONAL BANK
Charles McCombs, Executive Vice President. Emerging Companies Champion, BBVA COMPASS BANK
3:15 p.m. - 3:45 p.m.
Track: Assets View Track Alternative Finance Companies are Offering Capital via Mobile Devices in Minutes – Are You?
Harry Brandicourt, SVP, Managing Director, Strategic Planning Group, Director of Innovation, FIFTH THIRD BANCORP
Daniel DeMeo, CEO, CAN CAPITAL
3:45 p.m. - 4:15 p.m.
4:15 p.m. - 5:00 p.m.
Track: Access View Track First, Get Their Attention: Engaging Small Business Owners
Glen Senior, Global CEO, THE SMALL BUSINESS COMPANY
Astrud Burgess, Head of Business Banking Marketing and Marketing Planning, ANZ
4:15 p.m. - 5:00 p.m.
Track: Acceleration View Track Through the Cloud – Accelerating Cash Flow for Banks and SMBs
Host: René Lacerte, Founder and CEO, BILL.COM
Eileen McDonell Poss, Managing Director/ North America Product Sales and Solutions Specialists, BANK OF AMERICA, MERRILL LYNCH
Keri Gohman, Senior Vice President, Small Business Bank, CAPITAL ONE
Mark Johnson, Founder, CHECKFREE
4:15 p.m. - 5:00 p.m.
Track: Assets View Track Meeting Regulatory Expectations for Portfolio Analysis
Oleg Blohkin, Consultant, CROWE HORWATH LLC
Tim Reimink, Consultant, CROWE HORWATH LLC
5:00 p.m. - 5:45 p.m.
Track: Access View Track Innovators Panel Discussion
Adam Cohen, Chairman and CEO, QUARTERSPOT
Michael Carter, CEO, BIZEQUITY
David Pollack, Director, US Strategic Partnerships, XERO
5:00 p.m. - 5:45 p.m.
Track: Acceleration View Track Winning with Analytics: What Banks Can Learn from Moneyball
Ted Triplett, President & CEO, TED TRIPLETT CONSULTING
Robin Roberts, Senior Vice President & Director of Marketing, MIDCOUNTRY BANK
5:00 p.m. - 5:45 p.m.
Track: Assets View Track Reaching Underserved Markets
Rohit Arora, CEO & Co-Founder, BIZ2CREDIT
Paul Quintero, CEO, ACCION EAST & ONLINE
Todd Hollander, Executive Vice President, Business Banking Group, UNION BANK, N.A.

Wednesday, October 30, 2013

7:30 a.m. - 8:00 a.m.
8:00 a.m. - 8:15 a.m.
8:15 a.m. - 9:00 a.m.
Keynote Address: Cultivating a Culture of Technology
Frank Sorrentino, III, Chairman/CEO, CONNECTONE BANK
9:00 a.m. - 9:45 a.m.
9:45 a.m. - 10:30 a.m.
BROUGHT BACK BY POPULAR DEMAND: Millennial Small Business Owner Panel
Larry Baily, Principal, GREENWICH ASSOCIATES
Ben Kerber, Owner, NORTH SHORE HOME HEALTH
Hillary Kelbick, Owner, MKP COMMUNICATIONS
Jeffrey E. Meyers, Owner, JEFFREY E MEYERS CONSULTING
10:30 a.m. - 11:15 a.m.
Snapshots - Round 2
Matt Scarborough, CEO, BRIDGEFORCE
John Barlow, President, BARLOW RESEARCH ASSOCIATES
Michael McEvoy, Senior Principal, Payments Strategy, MASTERCARD ADVISORS
11:15 a.m. - 12:00 p.m.
TOP RANKED BANK ANNOUNCED! Lessons from the Best: Earning Small Business Customers’ Satisfaction and Loyalty
Jim Miller, Senior Director of Banking Services, Financial Services, J.D. POWER AND ASSOCIATES
12:00 p.m. -