What You'll Get

 

 

Trend Coverage

Advances in marketplace lending and discussion of the newest asset classes and platforms

Movers & Shakers

Hear from CEOs and industry leaders

Deep Dive Discussions

Content for investors, bank executives and marketplace lenders.

ACCESS IS EVERYTHING

In order to originate small business loans profitably, banks need to increase cross sales, improve internal systems and/or partner with alternative lenders. Attend this year’s Small Business Banking conference to access thought leadership, best practices and leading solution providers.

 



Event Overview

Tracks

 

Featured Speakers

 

 

Frank Aloi

Frank Aloi

President and CEO, ath Power Consulting

Christine Barry

Christine Barry

Research Director, Wholesale Banking, Aite Group

Deborah L. Bianucci

Deborah L. Bianucci

President and CEO, BAI

Michael Carter

Michael Carter

CMO, D3 Banking

Tina Chan Reich

Tina Chan Reich

Chief Data Scientist and Chief Risk Officer, Credibly

 

Joyce Chung

Joyce Chung

Relationship Manager, Currencycloud

Adam Cohen

Adam Cohen

Chief Executive Officer, QuarterSpot

Paul Davis

Paul Davis

Editor, Community Banking, American Banker

Meredith J. Deen

Meredith J. Deen

President, Financial Management Solutions Inc. (FMSI)

Joseph M. DiNicolantonio

Joseph M. DiNicolantonio

Executive Vice President, Regions Bank

 

Elizabeth Dobers

Elizabeth Dobers

Executive Vice President, National Sales Manager Business Banking, BBVA Compass

Trevor Dryer

Trevor Dryer

CEO & Cofounder, Mirador

Brian Edwards

Brian Edwards

EVP & Managing Director of Retail Banking Group, Astoria Bank

Yaakov Erlichman

Yaakov Erlichman

Director, American Express

Joe Evans

Joe Evans

Chairman & Chief Executive Officer, State Bank & Trust

 

Patrick Freeman

Patrick Freeman

Senior Vice President of Partnerships & Distribution, Credibly

Kala Gibson

Kala Gibson

SVP, Head of Business Banking, Fifth Third

Glenn Goldman

Glenn Goldman

CEO, Credibly

Brian Graham

Brian Graham

Chief Executive Officer, BancAlliance

Sam Graziano

Sam Graziano

CEO and Co-Founder, Fundation

 

Robert Griffin

Robert Griffin

Managing Director, Novantas, Inc.

Phil Hains

Phil Hains

Business Underwriting Manager, First Citizens Bank

Stephanie Hammes-Betti

Stephanie Hammes-Betti

Senior Vice President of Innovation Design, U.S. Bank Innovation Group

Gavin Harding

Gavin Harding

Senior Business Consultant, Experian

Browning Herbert

Browning Herbert

Senior Vice President and Regional Commercial Relationship Manager, Middleburg Bank

 

Ryan Himmel

Ryan Himmel

Head of Strategic Partnerships, Xero

Craig W. Hurty

Craig W. Hurty

Executive Vice President & Chief Human Resources Officer, United Bank

Elizabeth Isphording

Elizabeth Isphording

National Sales Performance Executive, Bank of America

Tony Jardieu

Tony Jardieu

Southern District Commercial Credit Lead Examiner, OCC

Jacob Jegher

Jacob Jegher

Senior Vice President, Banking and Head of Strategy, Javelin

 

Darin K. Johnson

Darin K. Johnson

Commercial Credit Loan Administration Director, First Tennessee Bank NA

David Kerstein

David Kerstein

President, Peak Performance Consulting Group

Sanjeev Kriplani

Sanjeev Kriplani

SVP, Marketing and Growth, Bill.com

Jimmy Lovelace

Jimmy Lovelace

Vice President of Branches, Community First Credit Union

Jason Lumpkin

Jason Lumpkin

eLending General Manager, Live Oak Bank

 

Curtis Martin

Curtis Martin

Senior Vice President, Small Business Sales Performance, Bank of America

Steven Martin

Steven Martin

Vice President, SageWorks

Chett Matchett

Chett Matchett

Director of Product Innovation, ATB Financial

Brayden McCarthy

Brayden McCarthy

Vice President, Strategy, Fundera

Brian Merritt

Brian Merritt

Co-founder & CEO, Seed

 

Nancy Michael

Nancy Michael

Sr. Director-Product Specialist, Moody’s Analytics

Jim Miller

Jim Miller

Senior Director of Banking in the Financial Services Practice, J.D. Power and Associates

Nick Miller

Nick Miller

President, Clarity Advantage Corporation

David Miree

David Miree

Executive Vice President for Consumer Deposits, Investments and Network Management, Webster Bank

Mark Mitchell

Mark Mitchell

SVP, Head of Small Business Distribution Strategy, TD Bank

 

Jorge G. Moller

Jorge G. Moller

Executive Vice President and Director of the Retail Digital Segment, BBVA Compass

Jack Murphy

Jack Murphy

Executive Vice President National Sales Manager - Business Banking, Citizens Bank

Doug Nielson

Doug Nielson

Senior Vice President, Innovation Research and Development, U.S. Bank Innovation Group

David O’Connell

David O’Connell

Senior Analyst, Aite Group

Brian O’Connor

Brian O’Connor

Head of Strategy Business Banking, Citizens Bank

 

John O'Connor

John O'Connor

Partner, Praxis Advisors

Mark A. Papoccia

Mark A. Papoccia

Head of Strategy, Business Banking and Small Business, BMO Harris

Connie Payne

Connie Payne

Senior Vice President and Manager, Regions Bank

Suresh Ramamurthi

Suresh Ramamurthi

Chairman, CBW Bank

Lindsey Riley

Lindsey Riley

Business Banker, Reliance Bank

 

Sean Salas

Sean Salas

CEO and Co-Founder, Camino Financial

Craig Saperstein

Craig Saperstein

Counsel in Pillsbury's Public Policy Practice, Pillsbury Winthrop Shaw Pittman

Matt Scarborough

Matt Scarborough

CEO, Bridgeforce

Michael Schwartz

Michael Schwartz

Director – Business Development, Moody’s Analytics

Ian M. Schweid

Ian M. Schweid

SVP Director of Electronic Services, Coconut Grove Bank

 

Dave Seleski

Dave Seleski

President / CEO, Stonegate Bank

Nabeel Siddiqui

Nabeel Siddiqui

Vice President North America, Currencycloud

Ginger Siegel

Ginger Siegel

Senior Manager, Deloitte Consulting

Arshi Singh

Arshi Singh

Sr. Product Owner, FX & Treasury, Currencycloud

Keeley Tillotson

Keeley Tillotson

CEO and Co-Founder, Wild Friends Foods

 

Jacqueline Vose

Jacqueline Vose

Senior Vice President, Customer Experience, Greenwich Associates

Chris Ward

Chris Ward

President of Business Banking, Citizens Bank

Charles Wendel

Charles Wendel

President, FIC Advisors, Inc. (FIC)

D. B. Wienke

D. B. Wienke

CEO, LinkedIn Club

Jerry Wish

Jerry Wish

VP, Customer Solutions, Lattice Engines

 

Schedule at a Glance

 

 

WEDNESDAY, NOVEMBER 9

12:00 p.m. Registration Opens
1:15 p.m. Workshops
4:15 p.m. Keynotes
6:15 p.m. Reception in the Expo Hall

THURSDAY, NOVEMBER 10

7:15 a.m. Registration Opens
8:15 a.m. General & Keynote Sessions
12:00 p.m. Luncheon
2:00 p.m. Concurrent Sessions
5:30 p.m. Reception in the Expo Hall

FRIDAY, NOVEMBER 11

7:15 a.m. Registration Opens
8:15 a.m. General Sessions
11:15 a.m. Conference Concludes



Find Out More

 

 

Plan Your Stay

 

 

Small Business Banking is taking place at the PGA National Resort & Spa in Palm Beach Gardens, FL. A block of rooms has been reserved exclusively for conference attendees. Please make your reservations early as rooms will sell out. Click here for booking information.


FAQ

 

 

WHAT IS SMALL BUSINESS BANKING ANYWAY?

Now in its 21st year, the Small Business Banking Conference is where small business banking experts, credit unions, retail bankers, presidents and CEOs, and other banking leaders gather to gain insights, best practices and winning strategies about small business in a changing physical and digital landscape.

Who will attend?

Small business banking experts, retail bankers, presidents and CEOs, and other banking leaders.

WHO ARE THE CREATORS OF THE EVENT?

Small Business Banking Conference is brought to you by SourceMedia, publishers of American Banker, PaymentsSource and a number of other financial services industry publications and Risk Management Association (RMA).

WHEN AND WHERE?

Small Business Banking Conference will be held November 9-11 at the PGA National Resort & Spa in Palm Beach Gardens, FL

How can I register to attend?

Want to talk to a real person? Call Ingrid Olsen at (212) 803-8456 or Ivette Santamaria at (212) 803-8756. Want to do it online? Click here

Whom do I contact about sponsorship?

For information about sponsoring or exhibiting at Small Business Banking conference please contact Meghan Rath at (212) 803-6074 or meghan.rath@sourcemedia.com.

Whom do I contact about speaking?

Please reach out to Michele Davidson at Michele.Davidson@sourcemedia.com.

FOR MARKETING, MEDIA PARTNERSHIPS OR PRESS INQUIRIES?

Please reach out to Sasha Burgansky at (212) 803-6097 | Alexandra.Burgansky@sourcemedia.com.,/p>

November 9-11, 2016, Palm Beach Gardens, FL