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April 16, 2013

Swissotel Chicago
323 East Wacker Drive
Chicago, IL 60601

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April 18, 2013
Westin St. Francis
335 Powell Street
San Francisco, CA

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Agenda - San Francisco

E-Signature Forum for Banking Executives
April 18, 2013 | Westin St. Francis - San Francisco, CA
RSVP for San Francisco

8:00 a.m. – 8:30 a.m.                      
Continental Breakfast and E-Signature Demo Stations
Arrive early for coffee and breakfast, and take time to visit one of our e-signature demo stations. Experience firsthand what it’s like to use on-demand e-signatures on the cloud versus fully integrated e-signatures. Use cases will include new account openings, lending applications and more.

8:30 a.m. – 8:35 a.m.
Introduction and Welcome

Andrea Masterton, Director of Marketing, SILANIS TECHNOLOGY

8:35 a.m. – 9:30 a.m.                 
Enterprise E-Signature Best Practices for Banks

Michael Laurie, VP, Product Strategy, SILANIS TECHNOLOGY

With so many options for electronic signatures, how do you choose the right approach? While there is no universal “best” or “most legal” type of electronic signature, there are best practices that can help you create an optimal e-sign process to ensure high adoption.

Led by 20-year industry veteran Michael Laurie, this presentation will review the top considerations when bringing customer-facing financial service transactions online. Michael will present four best practice categories and use case examples that will help frame your requirements – e-sign process framework, transaction management, evidence and architecture. Armed with this insight, summit attendees will know how to design an intuitive e-signature user experience while meeting business and compliance requirements.

9:30 a.m. – 10:00 a.m.                 
Transforming the Bank Branch With E-Signatures

John Fraser, VP, Technology and Operations Services, U.S. BANK

In September 2011, US Bank went live with e-signatures in all 3,084 branches nationwide. Customers signing for SMB and consumer loans embraced the new paperless process, with e-signature adoption at 80 percent and rising. This top 5 bank has since extended electronic signing to account openings across all branches and is processing tens of thousands of transactions daily – 10 times their original volume of e-signature transactions. In this presentation, John will cover the business case for e-signatures as well as provide a pragmatic and real-world overview of what it takes to set up and scale e-signatures across the enterprise, including the technical architecture required to support for multiple configurations such as loan origination and deposits. Expect to be surprised by this case study – especially how fast and easy it was to deploy the electronic signature solution to a second LOB.

10:00 a.m. – 10:20 a.m.
Networking Break
Coffee and demo stations are opened.

10:20 a.m. – 11:00 a.m.
Enterprise E-Signature Use Case Demonstrations

Pat Albert, Business Architect, SILANIS TECHNOLOGY

In this session, you will see a demonstration of an electronic loan application, involving multiple applicants, and two different methods of signing. This use case will highlight the options for authenticating signers, presenting documents, capturing signatures and distributing signed documents in a retail and remote scenario. You will also see how bank staff and management can use an e-transaction dashboard to initiate, monitor or update in-flight transactions.

11:00 a.m. – 12:00 p.m.
E-Signature Judicial and Regulatory Developments of 2011-2012

David Whitaker, Counsel, Buckley Sandler, LLP; former Senior Counsel, Wells Fargo Bank N.A.

The use of electronic signatures and records has expanded and matured rapidly over the past few years. As a result, courts and regulators are being presented more frequently with disputes and issues that specifically revolve around the collection, delivery, presentation and enforcement of electronic disclosures, contracts and signatures. We will review and discuss a number of very significant judicial decisions and regulatory actions that have occurred in the past two years and that affect the banking industry's use of these important eCommerce tools.

12:00 p.m. – 12:30 p.m.                
Smarter Banking Through Information-Led Transformation

Paul Davis, Global Banking Leader, IBM

With extensive experience in the financial services industry, Paul Davis is responsible for leading IBM's efforts to provide global and multi-national financial institutions, service providers and partners with pragmatic ways to achieve their business objectives. In this presentation, Paul will share insights on how to navigate regulatory changes, economic issues, technology and globalization, to better engage with customers. He will elaborate on how IBM's Smarter Banking vision can help financial companies capitalize on change, and how key capabilities like advanced business analytics, front- and back-office digitization and electronic signature will be foundational for building a smarter bank.

12:30 p.m. - 12:40 p.m.
Wrap Up and Closing  

Andrea Masterton, Director of Marketing, SILANIS TECHNOLOGY

12:45 p.m. – 2:00 p.m.
Exhibits Open and Lunch and Networking