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Pre-registration closes Monday, Oct. 13—REGISTER NOW

New Session on Competing with Non-Banks Added

New Session on Social Media Analytics Added


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Wednesday, October 15, 2014

12:00 p.m. -
1:30 p.m. - 2:45 p.m.
Pre-Conference Workshop A: Competing with Non-Banks: Sales Analytics is the Difference
Mitchell Orlowsky, CEO and President, IGNITE SALES INC.
3:00 p.m. - 4:20 p.m.
4:25 p.m. - 4:30 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.
Networking Reception

Sponsored by:
Information Builders

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.
Keynote Address
A. Charles Thomas, Chief Data Officer, WELLS FARGO
9:00 a.m. - 9:30 a.m.
Do you see what I see? Using Visual Analytics and Data Mining to Gain Insights into Your Company and from Your Data
Kevin Sullivan, Managing Director, Distribution Strategy, FIFTH THIRD BANCORP
Jeffrey Shaffer, Vice President, Information Technology and Analytics, Unifund, ADJUNCT ASSISTANT PROFESSOR, UNIVERSITY OF CINCINNATI
9:30 a.m. - 10:30 a.m.
10:30 a.m. - 11:15 a.m.
How TD Bank is Using In-Market Experimentation to Drive Value
James Capolongo, CFO, US Retail Banking, TD BANK
Patrick O'Reilly, President and COO, APPLIED PREDICTIVE TECHNOLOGIES
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, Manager of Corporate Business Intelligence Systems, 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 Customer Analytics Adoption in Banking: When Management Doesn’t Lead
Bob Meara, Senior Analyst, CELENT
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
Mark Doman, Executive Vice President, Business Development, 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 Analytics: Been There, Done That, or Have We?
Kimberly Hval, EVP/Director, Channel Strategy & Support, RABOBANK, N.A.
5:00 p.m. - 6:30 p.m.

Friday, October 17, 2014

7:30 a.m. - 8:30 a.m.
Breakfast Briefing: Optimizing the Human Connection With Business Analytics
Craig Bedell, Worldwide Insurance Industry Executive, IBM
Frank McKeon, Worldwide Banking and Financial Markets Executive, IBM

Sponsored by:
IBM

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. -