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Wednesday, March 12, 2014

Click on any of the track details below to view a detailed explanation
12:00 p.m. -
1:30 p.m. - 3:00 p.m.
Workshop A: Gallup 2013 Retail Competitive Study Briefing
Teresa Tschida, Strategic Consultant and Principal, GALLUP
David Leonard, Management Consultant, GALLUP
1:30 p.m. - 3:00 p.m.
Workshop B: Improving Performance in the New Banking Environment: Mission Impossible?
Julie Cords, Bank Consultant
Ted Triplett, President & CEO, TED TRIPLETT CONSULTING
3:00 p.m. - 4:30 p.m.
COMPLIMENTARY Workshop C: The Convergence of Compliance and Customer Experience: Mitigating risk and improving the experience of your customers
Michael Matza, Senior Director, Strategic Consulting, MARITZ RESEARCH
Brian W. Smith, Managing Director, SMITH REGULATORY SERVICES
Dominic Langteau, Account Manager, MARTIZ RESEARCH
Nick Mercurio,, Mystery Shopping Director, MARITZ RESEARCH
3:00 p.m. - 4:30 p.m.
COMPLIMENTARY Workshop D: Transforming 1:1 Marketing in the Digital Era
Stephen Drees, Managing Principal, Industry Strategy Group, ACXIOM CORPORATION
Marc Trudeau, VP, Financial Services Strategy, ACXIOM CORPORATION
4:30 p.m. - 4:45 p.m.
Chairman's Opening Remarks
Richard Melville, Group Editorial Director, Banking & Capital Markets, SOURCEMEDIA
4:45 p.m. - 5:15 p.m.
Keynote Address: Digital, Real Time and the Reinvention of Retail Banking
Manuel “Manolo” Sánchez, Chairman & CEO, US Country Manager, BBVA COMPASS
5:15 p.m. - 6:15 p.m.
BankThink Live, Part 1
Jeanine Skowronski, Deputy Editor, AMERICAN BANKER BANKTHINK
5:15 p.m. - 5:30 p.m.
Track: BankThink Live View Track Creating a Movement For Financial Well Being
Rilla Delorier, Executive Vice President and Chief Marketing and Client Experience Officer, SUNTRUST BANKS, INC.
5:30 p.m. - 5:45 p.m.
Track: BankThink Live View Track 10 Attributes of Successful Branches: A Photo Tour
Paul Seibert CMC, Vice President of Financial Design, EHS DESIGN | EHS ARCHITECTURE
5:45 p.m. - 6:00 p.m.
Track: BankThink Live View Track How Virtual Currencies Will Change the World
Juan Llanos, EVP, Strategic Partnerships and Chief Transparency Officer, BITRESERVE.ORG
6:00 p.m. - 6:15 p.m.
Track: BankThink Live View Track Peer to Peer Lending
Jeffrey A. Lipson, President and CEO, CONGRESSIONAL BANK

Thursday, March 13, 2014

Click on any of the track details below to view a detailed explanation
7:30 a.m. -
8:00 a.m. - 8:30 a.m.
8:30 a.m. - 9:00 a.m.
Keynote Address: Innovation for a Better Customer Experience
Catherine P. Bessant, Global Technology & Operations Executive, BANK OF AMERICA
9:00 a.m. - 9:45 a.m.
9:45 a.m. - 10:15 a.m.
Keynote Address: Emerging Opportunity for Regional Banks to Lead in the New Paradigm
Bruce W. Van Saun, Chairman & CEO, RBS CITIZENS FINANCIAL GROUP, INC.
10:15 a.m. - 10:45 a.m.
Five Things You Need to Know Before You Start a Digital Bank
Chris Skinner, Chairman, FINANCIAL SERVICES CLUB
10:45 a.m. - 11:45 a.m.
BankThink Live, Part 2
Jeanine Skowronski, Deputy Editor, AMERICAN BANKER BANKTHINK
10:45 a.m. - 11:00 a.m.
Track: BankThink Live View Track The Highly Competitive World of Retail Banking: Transformation From All Around
Richard Hunt, President and CEO, CONSUMER BANKERS ASSOCIATION
11:00 a.m. - 11:15 a.m.
Track: BankThink Live View Track Will We All Fall in Love with ‘Her’? Is the relationship between Alternative input and wearables built to last?
Armin Ajami, VP, Senior Product Manager, Digital Channels, WELLS FARGO
11:15 a.m. - 11:30 a.m.
Track: BankThink Live View Track Collaboration Makes Cents: How Consumers Inspired "Becoming Santander" in the U.S.
Kathy Klingler, EVP, Chief Marketing Officer, SANTANDER BANK, N.A.
11:30 a.m. - 11:45 a.m.
Track: BankThink Live View Track Internet of Things
Sean Lawson, Senior Associate, SILICON VALLEY BANK
11:45 a.m. - 12:30 p.m.
The Evolution - not Revolution - of the Omnichannel
Moderator: Robert Voth, Vice Chairman, CTPARTNERS
Mike Baxter, Partner and Head of Financial Services for the Americas, BAIN & COMPANY
Ameesh Vakharia, SVP, Head of Corporate Strategy and Business Consulting, SUNTRUST BANK
Manuel Baldasano, Executive Vice President, Head of Channels, SANTANDER BANK, N.A.
Spencer Jones, SVP, Head of U.S. Digital Channels, TD BANK, AMERICA’S MOST CONVENIENT BANK®
12:30 p.m. - 2:15 p.m.
12:30 p.m. - 1:45 p.m.
Industry Innovation Luncheon: The Nexus Of Banking, (Big) Data, & Customer Engagement
George Corugedo, Chief Technology Officer & Co-Founder, REDPOINT GLOBAL, INC.

Sponsored by:

12:30 p.m. - 1:45 p.m.
12:30 p.m. - 1:45 p.m.
Industry Innovation Luncheon: Digitizing the Customer Experience from Onboarding to Retention
Scott Draeger, Customer Communication Strategist, GMC SOFTWARE TECHNOLOGY
Yazan Alwaid, Regional Sales Manager, SILANIS TECHNOLOGY

Sponsored by:
     

2:15 p.m. - 2:45 p.m.
Track: Branch Optimization View Track A Client Centric Omnichannel Strategy
Moderator: Amit Bhandari, Partner, OLIVER WYMAN
Cristie Richards, Senior Vice President, Director of Retail Strategies, ZIONS BANK
Nitin Mhatre, EVP of Personal Banking, WEBSTER BANK
2:15 p.m. - 2:45 p.m.
Track: Innovations in Banking View Track The Social Revolution: Evolve or Be Irrelevant
Renee Brown, Director of Social Media, WELLS FARGO
2:15 p.m. - 2:45 p.m.
Track: Digital Banking View Track Community Bank as Innovator - Independence Developing ‘Mobile First’ Technology Driven Strategies
Gordon A. Baird, Chief Executive Officer, INDEPENDENCE BANCSHARES, INC.
2:45 p.m. - 3:30 p.m.
Track: Branch Optimization View Track Flying Blind – Defining the New Role of the Branch
Moderator: Hal Hopson, Managing Director, Analytic Services Practice, PITNEY BOWES SOFTWARE
David R. Leatherman, SVP, Financial Planning and Decision Support, SANDY SPRING BANK
Dawn Bastarache, Senior Vice President, Retail Delivery Manager, HANCOCK BANK
Mike Wood, Head of Analytics and Reporting for US Retail and Business Banking, BMO
2:45 p.m. - 3:30 p.m.
Track: Innovations in Banking View Track Becoming a Best Bank to Work For
Moderator: Heather Landy, Editor, AMERICAN BANKER
Barbara Baker, Executive Vice President of Cultural Enhancement, UMPQUA HOLDINGS CORPORATION
Cristie Richards, Senior Vice President, Director of Retail Strategies, ZIONS BANK
David Moore, Executive Vice President, Retail Banking, CENTRAL BANK & TRUST CO.
2:45 p.m. - 3:30 p.m.
Track: Digital Banking View Track Profitability With Digital Customers: What’s The Next Priority?
Jim Van Dyke, CEO, JAVELIN STRATEGY & RESEARCH
David Godsman, Digital Banking Solutions & Operations Executive, BANK OF AMERICA
Manuel Baldasano, Executive Vice President, Head of Channels, SANTANDER BANK, N.A.
Christopher Cox, Head of Digital Experience Delivery, USAA
Ron Secrist, Senior Director, Mobile Division, CAPITAL ONE
Kristy Brandon, Senior Vice President of eBanking Retail Products, COMERICA BANK
3:30 p.m. - 4:00 p.m.
Track: Branch Optimization View Track The Branch is Dead. Long Live the Branch.
Dave Martin, EVP, Chief Development Officer, FINANCIAL SUPERMARKETS, INC.
Charles S. Stroup, Executive Vice President, In-Store & On-Site Branch Group Division Manager, U.S. BANK
Joe Henkel, President and CEO, KLEBERG BANK
3:30 p.m. - 4:00 p.m.
Track: Innovations in Banking View Track How To Use Frustration To Create Something Amazing
Stephen Beck, Founder & Managing Partner, CG42
Art Smith, Executive Vice President, Chief Marketing Officer, THE BANK OF TOKYO-MITSUBISHI UFJ,
3:30 p.m. - 4:00 p.m.
Track: Digital Banking View Track Innovation & Banking: Open Innovation at BBVA
David Kucera, Director of Business Innovation, BBVA COMPASS
4:00 p.m. - 4:15 p.m.
4:15 p.m. - 5:00 p.m.
Track: Branch Optimization View Track Unnecessary Controversy: Getting on with Branch Transformation
Bob Meara, Senior Analyst, CELENT
Rob Aulebach, ATM Channel & Retail Distribution Executive, BANK OF AMERICA
James Geeslin, Vice Chairman, EXTRACO BANKS
Tom McDermott, SVP, Retail Sales & Channel Executive, SUNTRUST BANK
4:15 p.m. - 5:00 p.m.
Track: Innovations in Banking View Track Integrating Marketing Campaigns across Channels Digital and Non Digital
Moderator: Campbell Edlund, President, EMI STRATEGIC MARKETING
Thomas Bontempo, Director of Digital Banking and Marketing, FIRST NIAGARA BANK, N.A.
Alison Thorud, Marketing Strategy Manager, Digital Products, U.S. BANCORP
Jennifer Wilson, Executive Vice President, Multi Channel Planning and Administration, BBVA COMPASS
4:15 p.m. - 5:00 p.m.
Track: Digital Banking View Track Designing the Perfect App
Moderator: Penny Crosman, Editor-in-Chief, BANK TECHNOLOGY NEWS
Christopher Peper, VP, Mobile Channel Manager, US BANK
Andres Wolberg-Stok, Global Mobile and Tablet Banking Director, CITI
Armin Ajami, VP, Senior Product Manager, Digital Channels, WELLS FARGO
5:00 p.m. - 5:45 p.m.
Track: Branch Optimization View Track Transforming Branches - and the Branch Network
Dave Kerstein, Founder and President, PEAK PERFORMANCE CONSULTING GROUP
Brent Tischler, Senior Vice President, Director of Channel Optimization, ASSOCIATED BANK
Andy Harmening, Senior Executive Vice President & Regional Banking Group Head, BANK OF THE WEST
Mark Iniguez, Director of Retail Network Strategy, SANTANDER BANK, N.A.
5:00 p.m. - 5:45 p.m.
Track: Innovations in Banking View Track CFPB Update
Richard Melville, Group Editorial Director, Banking & Capital Markets, SOURCEMEDIA
Stefanie H. Jackman, Senior Litigation Associate, BALLARD SPAHR
Linda Gallagher, Managing Director and Global Head of the Consumer Protection Practice, PROMONTORY FINANCIAL GROUP, LLC
Scott Pluta, Assistant Director. Office of Consumer Response, CFPB
Jeffrey Cohen, SVP, Head of US Consumer Compliance, TD BANK, AMERICA’S MOST CONVENIENT BANK ®
5:00 p.m. - 5:45 p.m.
Track: Digital Banking View Track Mobile Wallets and Payments: Yes? or Not Yet?
Moderator: Ginger Schmeltzer, SVP, Emerging Payments, FISERV
Brice Mindrum, Mobile Services Manager, AMERICA FIRST CREDIT UNION
Sarah Shute, First VP, Retail Banking Operations Officer, CAPITOL FEDERAL SAVINGS BANK
Additional Speaker to be Announced

Friday, March 14, 2014

8:00 a.m. - 8:10 a.m.
Chairman’s Recap
Richard Melville, Group Editorial Director, Banking & Capital Markets, SOURCEMEDIA
8:10 a.m. - 8:40 a.m.
Keynote Address
Dennis S. Hudson, President and CEO, SEACOAST NATIONAL BANK
8:40 a.m. - 9:20 a.m.
9:20 a.m. - 10:00 a.m.
Race to 2020: Will Retail Banks be Ready?
Moderator: Sherief Meleis, Managing Director, NOVANTAS, LLC
Greg Quinn, Border Customer Experience, Every Day Banking & Payments, TD CANADA TRUST
David Clifton, Executive Vice President and Chief Customer & Marketing Officer, HUNTINGTON BANK
Matt Steenson, Retail Segment Executive, PNC
10:00 a.m. - 10:30 a.m.
Leveraging Client Insights To Maximize Business Impact
David Bonnalle, Director of Marketing and Insights, KEYBANK
10:30 a.m. - 11:00 a.m.
Citi’s Future: Evolving Branch Distribution and the Retail Ecosystem
William Howle, COO, U.S. Consumer & Commercial Banking, President of U.S. Commercial, CITIBANK
11:00 a.m. - 11:30 a.m.
Closing Keynote Address: Looking Ahead- Lessons Learned Serving Underbanked Consumers
Thomas F. Fortin, Chief Executive Officer, REGIONAL MANAGEMENT CORP.
11:30 a.m. -