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Trump National Doral

Small Business Banking Updates

Wednesday, November 19, 2014

12:00 p.m. -
1:15 p.m. - 2:45 p.m.
Workshop A: Time to Be Smart
Mark Ellwood, President, PACE PRODUCTIVITY
John Roberts, Vice President, Small Business, SCOTIABANK
3:00 p.m. - 4:30 p.m.
Workshop B: Competing with Non-Banks: Sales Analytics is the Difference
Mitchell Orlowsky, CEO and President, IGNITE SALES INC.
4:45 p.m. - 5:30 p.m.
Alternative Lenders: Friends or Foes?
Moderator: Marc Hochstein, Editor in Chief, AMERICAN BANKER
Rohit Arora, CEO & Co-Founder, BIZ2CREDIT
James Hobson, Chief Operating Officer, ONDECK
James Mendelsohn, CMO, CAN CAPITAL
5:30 p.m. - 6:00 p.m.
Keynote Address
David Solis, National Sales Executive, Small Business Specialized Sales, BANK OF AMERICA

Thursday, November 20, 2014

Click on any of the track details below to view a detailed explanation
7:30 a.m. -
7:30 a.m. - 8:15 a.m.
8:15 a.m. - 8:30 a.m.
Chairman’s Opening Remarks
Moderator: Nick Miller, President, CLARITY ADVANTAGE CORPORATION
8:30 a.m. - 9:00 a.m.
Keynote Address: A Banker's Story
Dennis S. Hudson, President and CEO, SEACOAST NATIONAL BANK
9:00 a.m. - 9:30 a.m.
Capturing Business Owner Wealth at Their Exit
Julia C. Wellborn, Executive Vice President, Executive Director for Wealth & Institutional Management (WIM), COMERICA BANK
10:15 a.m. - 11:15 a.m.
Track: BankThink Live View Track BankThink Live
Sarah Todd, Deputy Editor, BankThink, AMERICAN BANKER
10:15 a.m. - 10:30 a.m.
Track: BankThink Live View Track Bank of the West Owners Study
Matt Bierman, Senior Vice President and National Small Business Banking Manager, BANK OF THE WEST
10:30 a.m. - 10:45 a.m.
Track: BankThink Live View Track Regulatory Issues in Peer-to-Peer Lending
Peter Manbeck, Partner, CHAPMAN AND CUTLER LLP
10:45 a.m. - 11:00 a.m.
Track: BankThink Live View Track Bumps in the Night - Disrupting Payments Disruptors
John Barlow, President, BARLOW RESEARCH ASSOCIATES
11:00 a.m. - 11:15 a.m.
Track: BankThink Live View Track How Banks Can Prime Themselves for Digital Transformation
Mike Baxter, Partner and Head of Financial Services for the Americas, BAIN & COMPANY
11:15 a.m. - 11:30 a.m.
Track: BankThink Live View Track Competing with Non-Banks: Sales Analytics is the Difference
Mitchell Orlowsky, CEO and President, IGNITE SALES INC.
11:30 a.m. - 12:00 p.m.
Winning in Hispanic Business Communities
José Peña, Senior Vice President, Retail Executive, FIFTH THIRD BANK
12:00 p.m. - 12:45 p.m.
Women Small Business Owners – What’s Different, What They Want, and How to Win Their Business
Moderator: Holly Buchanan, Author, SELLING FINANCIAL SERVICES TO WOMEN - WHAT MEN NEED TO KNOW AND EVEN WOMEN WILL BE SURPRISED TO LEARN
Panelist: Chantel S. Chase, Vice President, ZIONS BANK’S WOMEN’S FINANCIAL GROUP
Panelist: Beth Marcello, Director, Women’s Business Development, PNC BANK
Linda Lane Gonzalez, President & CEO, VIVA PARTNERSHIP
12:45 p.m. - 2:15 p.m.
2:15 p.m. - 2:45 p.m.
Track: Distribution View Track Employer of Choice: How Wells Fargo Builds a Winning Business by Retaining Talent
Scott Coble, Region President for Florida, WELLS FARGO
2:15 p.m. - 2:45 p.m.
Track: Data View Track Leveraging Data for a Differentiated Customer Experience
Frank Aloi, President and CEO, ATH POWER CONSULTING
Jonathan Rowe, LIVE OAK BANK
2:15 p.m. - 2:45 p.m.
Track: Dollars View Track Smart Governance- Regulatory Update for Small Business Lending
Scott M. Shean, National Bank Examiner, OFFICE OF THE COMPTROLLER OF THE CURRENCY (OCC)
2:45 p.m. - 3:30 p.m.
Track: Data View Track Boosting Sales Growth with Revenue ‘Size the Prize’ Opportunity Analytics
Aaron Chestnut, CMO, FIRST TENNESSEE BANK
Les Dinkin, Managing Director, NOVANTAS
Daniela O'Leary-Gill, Head of Personal & Small Business Banking / Chief Community Reinvestment Officer, BMO HARRIS
Andre Hill, SVP and Chief Marketing Officer, FIRST NIAGARA BANK, N.A.
2:45 p.m. - 3:30 p.m.
Track: Distribution View Track The Benefits of Serving Small Businesses from Business Banking Platforms
Moderator: Christine Barry, Research Director, Wholesale Banking, AITE GROUP
Julie Menendez, SVP, Head of Business Products, RBS CITIZENS
Connie Payne, AAP, CTP, Senior Vice President and Manager, Online Products, REGIONS BANK
2:45 p.m. - 3:30 p.m.
Track: Dollars View Track 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
3:30 p.m. - 4:00 p.m.
Track: Distribution View Track Taking The Dive - Current And Future Bank Partnerships With Alternative Lenders
Jim Francis, EVP/Head of Consumer Lending, UNION BANK
3:30 p.m. - 4:00 p.m.
Track: Data View Track 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
3:30 p.m. - 4:00 p.m.
Track: Dollars View Track SBA: Faster from App to Closing
Virginia Varela, CEO, GOLDEN PACIFIC BANK AND BANCORP
4:00 p.m. - 4:15 p.m.
4:15 p.m. - 5:00 p.m.
Track: Distribution View Track 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, Senior Marketing Manager, FIFTH THIRD BANK
4:15 p.m. - 5:00 p.m.
Track: Data View Track Getting Smarter: Leveraging Data To Boost Small Business Sales Productivity
Moderator: David Dervish, Vice President, Revenue Enhancement, 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
4:15 p.m. - 5:00 p.m.
Track: Dollars View Track Health Care and Energy Lending- Learn Before You Leap
Tony Ross, CRC, EVP/Senior Credit Officer, IBERIABANK
Christopher Sanz, CMPE, SVP, Physician Practice Group Leader, BANKUNITED N.A.
5:00 p.m. - 5:30 p.m.
Track: Distribution View Track Serving Millennial Small Business Customers
Steve Rice, EVP & Oregon Region Manager, UMPQUA BANK
Stu Richards, CEO, BREDIN
5:00 p.m. - 5:30 p.m.
5:00 p.m. - 5:30 p.m.
Track: Dollars View Track Smart Trends- New Lending Partnerships Are Forming For The Underserved
Sid Jajodia, Vice President – Small Business, LENDING CLUB

Friday, November 21, 2014

7:15 a.m. - 8:00 a.m.
7:15 a.m. - 8:00 a.m.
8:00 a.m. - 8:15 a.m.
8:15 a.m. - 8:45 a.m.
8:45 a.m. - 9:30 a.m.
9:30 a.m. - 10:00
10:00 a.m. - 10:30 a.m.
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
A 2014 Small Business Banking Satisfaction Study Winner to Be Announced
10:30 a.m. - 11:15 a.m.
Closing Featured Session: STRATEGIC REFRESH – What Now? – Small Business Segment Leader Panel
Moderator: Nick Miller, President, CLARITY ADVANTAGE CORPORATION
Panelist: Lonnie Hayes, Executive Director, Small Business Segment, BBVA COMPASS
Panelist: Robert Kleiber, National Director, Small Business Banking, CITIBANK NORTH AMERICA
Steve Fiata, National Business Banking Sales Manager, FIRST BANK
11:15 a.m. -