Download Brochure

What's New?

Final Early Bird Savings end Friday, 8/22

New Session on Social Media Analytics Added

Stay Connected
Twitter #BankAnalytics14

Wednesday, October 15, 2014

12:00 p.m. -
3:00 p.m. - 4:15 p.m.
4:30 p.m. - 5:15 p.m.
Opening Keynote - The Quantified Life
Chris Dancy, Data Exhaust Cartographer, SERVICESPHERE
5:15 p.m. - 6:15 p.m.

Thursday, October 16, 2014

Click on any of the track details below to view a detailed explanation
8:15 a.m. - 8:30 a.m.
Welcome and Introduction
Penny Crosman, Editor in Chief, BANK TECHNOLOGY NEWS
8:30 a.m. - 9:00 a.m.
9:00 a.m. - 9:30 a.m.
Keynote Address
A. Charles Thomas, Chief Data Officer, WELLS FARGO
10:30 a.m. - 11:15 a.m.
Big Data Leadership: The Rise of the Data Visionary and Chief
Moderator: Jeff Gundersen, CEO, EXECUTIVE CONNECTIONS
Panelists to be announced
11:30 a.m. - 12:15 p.m.
Analytics in a Mobile-First World
Moderator: Eric Lindeen, Marketing Director, ZOOT ENTERPRISES
Panelists: Jackie Buonassisi, Vice President, Internet and Mobile Channel Group, US BANK
Larry McClanahan, Vice President, Digital Delivery, FIFTH THIRD BANK
12:15 p.m. - 2:00 p.m.
2:00 p.m. - 2:45 p.m.
Track: Client Insights View Track Practical Application of Pricing Analytics for Community and Regional Banks
Darryl Demos, Managing Director, NOVANTAS, INC.
Justin M. Morcelle, SVP-Director Deposit Product Management, FIRST NIAGARA BANK
Avi Patel, Chief Marketing Officer, FULTON FINANCIAL CORPORATION
Betty Cowell, Managing Partner, BANK EARNINGS SOLUTIONS
Daniel Dent, SVP, Consumer Deposits and Emerging Payments, FIRST TENNESSEE BANK
2:00 p.m. - 2:45 p.m.
Track: Data-Driven Decisions View Track DFAST or not so DFAST: One Size Does Not Fit All
Charyn Faenza, Management Reporting Systems Developer, FIRST NATIONAL BANK
Peter L. Cherpack, Senior Vice President, Director, ARDMORE BANKING ADVISORS, INC
2:45 p.m. - 3:15 p.m.
Track: Client Insights View Track Deepening Customer Relationships with Big Data and Analytics
Deva Annamalai, SVP of Marketing Technology and Analytics, ZIONS BANK
Steven J. Ramirez, CEO, BEYOND THE ARC, INC.
2:45 p.m. - 3:15 p.m.
Track: Data-Driven Decisions View Track Learn Customer Data Analytics - Play a Crucial Role in the Latest Innovations in Retail Banking Strategies
Mousumi Ghosh, Vice President, Data Analysis Manager, Chase Customer Analytics, JPMORGAN CHASE
3:15 p.m. - 3:45 p.m.
3:45 p.m. - 4:30 p.m.
Track: Client Insights View Track Applying Big Data to Small Business Banking for Sales Growth and Risk Management
Charles Wendel, President, FIC
Kevin Haire, SVP, Sales, EBUREAU
3:45 p.m. - 4:30 p.m.
Track: Data-Driven Decisions View Track Debunking Pricing Analytics for Banking
Wei Ke, Strategy and Methodology Expert in Pricing, Marketing, and Operations, SIMON-KUCHER & PARTNERS
Rogan Vleming, Senior Director, Decision Sciences, SCOTIABANK
4:30 p.m. - 5:00 p.m.
Track: Client Insights View Track Dilemmas in Privacy: Grey Areas of Data Collection and Uses
Al Raymond, Head of U.S. Privacy & Social Media Compliance, TD BANK
4:30 p.m. - 5:00 p.m.
Track: Data-Driven Decisions View Track Branch Networks Analytics
Kimberly Hval, EVP/Director, Channel Strategy & Support, RABOBANK, N.A.
5:00 p.m. - 6:30 p.m.

Friday, October 17, 2014

7:45 a.m. - 8:30 a.m.
Breakfast Briefing

Sponsored by:

8:45 a.m. - 9:15 a.m.
Featured Address: The Evolving Customer Journey
Jeffrey Boorjan, Regional Vice President of Marketing, Eastern Division, CAESARS ENTERTAINMENT
10:15 a.m. - 10:45 a.m.
Purchase Data Driven Marketing Strategies
J. Paul Leavell, Senior Marketing Analyst, CHARLOTTE METRO FEDERAL CREDIT UNION
10:45 a.m. - 11:15 a.m.
Data Journey: Collection to Monetization
Parin Kothari, SVP, Digital Channels Strategy & Planning, TD BANK FINANCIAL GROUP
11:15 a.m. -