The Marketplace Lending + Investing event offers a compelling mix of innovative banks, marketplace lending leaders and emerging startups.

 

 

Wednesday, November 19, 2014

 

12:00

Registration Opens

Sponsored By:

Genpact

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1:15 - 2:45

Workshop A: Time to Be Smart

Mark Ellwood
President, Pace Productivity

John Roberts
Vice President, Small Business, Scotiabank

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4:45 - 5:30

Alternative Lenders: Friends or Foes?

Marc Hochstein
Editor in Chief, American Banker

Rohit Arora
CEO & Co-Founder, Biz2Credit

James Hobson
Chief Operating Officer, OnDeck

James Mendelsohn
CMO, CAN Capital

Sam Graziano
CEO and Co-Founder, Fundation

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5:30 - 6:00

Keynote Address

David Solis
National Sales Executive, Small Business Specialized Sales, Bank of America

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6:00

Opening Night Reception

Sponsored By:

Visa

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Thursday, November 20, 2014

 

7:30

Registration Opens

Sponsored By:

Genpact

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7:30 - 8:15

Breakfast Briefing: Small Business Landscape

Janet Dedrick
Strategic Consultant, Equifax

Sponsored By:

Equifax

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8:15 - 8:30

Chairman’s Opening Remarks

Nick Miller
President, Clarity Advantage

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8:30 - 9:00

Keynote Address: A Banker's Story

Dennis S. Hudson
President and CEO, Seacoast National Bank

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9:00 - 9:30

Capturing Business Owner Wealth at Their Exit

Julia C. Wellborn
Executive Vice President, Executive Director, Wealth Management, Comerica Bank

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BankThink Live

10:15 - 11:30

BankThink Live

Sarah Todd
Deputy Editor, BankThink, American Banker

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BankThink Live

10:30 - 10:45

Surprising Findings from New Survey of Small Business Owners & Key Takeaways for Bankers

Matt Bierman
Senior Vice President and National Small Business Banking Manager, Bank of the West

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11:30 - 12:00

Winning in Hispanic Business Communities

José Peña
Senior Vice President, Retail Executive, Fifth Third Bank

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12:00 - 12:45

Women Small Business Owners – What’s Different, What They Want, and How to Win Their Business

Holly Buchanan
Author, Selling Financial Services to Women - What Men Need to Know and Even Women Will Be Surprised to Learn

Chantel S. Chase
Vice President, Zions Bank’s Women’s Financial Group

Beth Marcello
Director, Women’s Business Development, PNC Bank

Linda Lane Gonzalez
President & CEO, ViVA Partnership

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12:45 - 1:45

Industry Innovation Lunch: Ushering in the Next Era of B2B Payment Solutions

René Lacerte
CEO & Co-Founder, Bill.com

Pete Kight
Founder, Chairman, and CEO of CheckFree until selling to Fiserv in December 2007

Sanjeev Kriplani
SVP, Marketing and Growth, Bill.com

Sponsored By:

Bill.com

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12:45 - 1:45

Industry Innovation Lunch: Using Big Data & Custom Analytics to Grow & Manage Your Small Business Portfolio

Alan Balko
Senior Channel Director, Global Product Organization, Dun & Bradstreet

Steve Gregg
VP, Analytic Solutions, Dun & Bradstreet

Sponsored By:

Dun & Bradstreet

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Data

2:15 - 2:45

Driving Sales Through a Differentiated Customer Experience

Frank Aloi
President and CEO, ath Power Consulting

John Yarley
Senior Director, Visa, Inc.

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Dollars

2:15 - 2:45

Smart Governance- Regulatory Update for Small Business Lending

Scott M. Shean
National Bank Examiner, Office of the Comptroller of the Currency (OCC)

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Data

2:45 - 3:30

Boosting Sales Growth with Revenue ‘Size the Prize’ Opportunity Analytics

Aaron Chestnut
CMO, First Tennessee Bank

Les Dinkin
Managing Director, Novantas

Mathew Rathbun
Vice President, U.S. Small Business Strategy, BMO Harris Bank

Andre Hill
SVP and Chief Marketing Officer, First Niagara Bank, N.A.

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Distribution

2:45 - 3:30

The Benefits of Serving Small Businesses from Business Banking Platforms

Christine Barry
Research Director, Wholesale Banking, Aite Group

Julie Menendez
SVP, Head of Business Products, Citizens Financial Group

Connie Payne, AAP, CTP
Senior Vice President, Treasury Management Online Products, Regions Bank

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Dollars

2:45 - 3:30

Get Smart- Stay Smart

George Buchanan
Executive Vice President, Risk Management Group, Regions Financial Corporation

Carter Aldinger
Vice President, C2U2 Servicing, Loss Mitigation, & Quality Control Manager, First Tennessee Bank

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Data

3:30 - 4:00

Applying Big Data to Small Business Banking

Charles Wendel
President, FIC

Mark Doman
Executive Vice President, Business Development, eBureau

Jared Hecht
Co-Founder and CEO, Fundera

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Dollars

3:30 - 4:00

SBA: Faster from App to Closing

Virginia Varela
CEO, Golden Pacific Bank and Bancorp

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4:00 - 4:15

Break

Sponsored By:

Vertical IQ

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Distribution

4:15 - 5:00

Winning Strategies for Branch Small Business Banking

Kristine Goddard
SVP – Director of Business Banking and Director of Regional Credit – Women’s Financial Group, Zions First National Bank

Dave Kerstein
Founder and President, Peak Performance Consulting Group

Kevin Mackiewicz
Vice President, Senior Marketing Manager, Fifth Third Bank

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Data

4:15 - 5:00

Getting Smarter: Leveraging Data To Boost Small Business Sales Productivity

Jolene Cameron
Director, Client Support & Professional Services, Fiserv

Jennifer L. Luciano
Vice President, CRM Implementation Manager, Wintrust Financial Corporation

Mary C. Bintz
Commercial Banking Business Services Manager, NBT Bank

Greg Shewmaker
Senior Vice-President, Private Banking Manager, Central Bank & Trust Company

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Dollars

4:15 - 5:00

Health Care and Energy Lending- Learn Before You Leap

Tony Ross, CRC
EVP/Senior Credit Officer, Iberiabank

Christopher Sanz, CMPE
SVP, Head of Preferred Practice, Ocean Bank

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Distribution

5:00 - 5:30

Serving Millennial Small Business Customers

Steve Rice
EVP & Oregon Region Manager, Umpqua Bank

Stu Richards
CEO, Bredin

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Dollars

5:00 - 5:30

Smart Trends - New Lending Partnerships Forming To Deliver More Affordable Credit

Sid Jajodia
Vice President – Small Business, Lending Club

John Colbourne
Home Equity and Unsecured Lending Executive, Union Bank

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Friday, November 21, 2014

 

10:00 - 10:30

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

Donald Maloney
Senior Vice President, Northeast Region Executive, Business Banking, Chase

Rob Stoddard
Senior Vice President, Business & Community Banking, Regions Financial Corporation

Deborah Stein
EVP, Business Banking Director, Huntington National Bank

George Buchanan
Executive Vice President, Risk Management Group, Regions Financial Corporation

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10:30 - 11:15

Closing Featured Session: STRATEGIC REFRESH – What Now? – Small Business Segment Leader Panel

Lonnie Hayes

Nick Miller
President, Clarity Advantage

Lonnie Hayes
EVP/Executive Director, Small Business Segment, BBVA Compass

Robert Kleiber
National Director, Small Business Banking, Citibank North America

Steve Fiata
Senior Vice President – California Retail Banking / National Business Banking Sales Manager, First Bank

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