Future Digital Finance

April 24 - 26, 2017

Amelia Island, Fl

Contact Us: 1.888.482.6012

Innovation & Disruption

Monday, April 24, 2017

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8:00 AM Continental Breakfast & Registration

8:35 AM Welcome Remarks & Benchmarking Study

Lori Hawthorne, Divisional Director, Future Digital Finance

 Lori Hawthorne
Lori Hawthorne
Divisional Director
Future Digital Finance

8:50 AM Chairperson’s Opening Address

Melanie Fricke, Financial Services Subject Matter Expert, Customer Experience, IBM


 Melanie Fricke
Melanie Fricke
Financial Services Subject Matter Expert, Customer Experience
IBM
Melanie has spent 15 years helping companies improve their digital properties.  As the subject matter expert for financial services industry in IBM's Customer Engagement software practice, Melanie consults with organizations on the value of optimizing the customer experience.  From identifying the right web analytic trends to quantifying the i ...[Read More]

9:05 AM Fireside Chat: The Future of Banking for Your Entire Customer Base

Steve Thompson, VP, Innovation, USAA

Much of Steve’s focus recently is driving innovation through his organization. Not only how to experiment and prototype but how to get alignment and support. Innovation can be challenging in current business models making it an uncomfortable place for an evolving organization, particularly disruptive innovation.  The balance between doing new things and aligning with business leaders can be a fine walk. In this Q&A driven session, Steve fields questions around how drive innovation internally at USAA. 
 Steve Thompson
Steve Thompson
VP, Innovation
USAA
Steve joined USAA in 2007 and is currently the Vice President of Enterprise Innovation.  In this role, he and his team work alongside Bank and Enterprise senior leaders to identify and experiment with innovative technologies, solutions and partners.  His focus is also on increasing USAA’s pace of innovation and continuously evolving our method ...[Read More]

9:25 AM Keynote: Small Data, The Future UI And The New Digital Core

Michael Carter, CMO, D3 Banking

Buckle your seat belts Dorothy because Kansas is going bye-bye.  This presentation will provide a whirlwind tour of three areas of disruption and innovation coming from INSIDE financial institutions.
Michael Carter
CMO
D3 Banking
Michael Carter has more than 15 years of executive technology leadership ranging from early-stage start-ups to international organizations.  He has been in payments and financial services for more than 20 years.  He is currently the Chief Marketing Officer at D3 Banking and has held vice president positions at S1 and ACI/Worldwide.  He was the Inve ...[Read More]

9:45 AM Digital Transformation At Mastercard

David Galvan, VP, Business Development and Strategic Alliances, US Markets, Mastercard

Mastercard is changing and transforming in the digital age.  This presentation will look at how they manage partnerships and business partners, how they are evolving their business, and they are looking at innovation. 
David Galvan
VP, Business Development and Strategic Alliances, US Markets
Mastercard
David Galvan is a technology and internet veteran, with over 25 years of business and operating experience in Silicon Valley.  He is currently VP of Business Development and Strategic Alliances for MasterCard International, where he focuses on relationships and investments with emerging companies in the digital space in Silicon Valley.  Prior ...[Read More]

10:05 AM Morning Refreshment & Networking Break: Featuring A Donut Wall!

There’s nothing like a donut in the morning! Check out our wall of delicious donuts in the Exhibit area, and pair one with a cup of joe!

10:45 AM Panel Discussion Revolution: Creating a Flexible Device Strategy to Meet Customer Needs

Aashir Shroff, Mobile Payments and Innovation, WellsFargo

Alex Jimenez, VP, Senior Strategist, Office of the CIO, Zions Bancorporation

Marria Rhodriquez, AVP, Digital Product Manager, WellsFargo

Jelmer de Jong, VP Product Management, Backbase

When building both a content and analytics strategy for future devices, it must be adaptable to future technology not yet on the market.  Understanding what the customer wants to see and needs at all times must be device agnostic.

Create an internal digital strategy that can be easily rolled out to any interface for wearables
Understand what content your customers need on their person at all times
Build an experience that can work on a watch, a vest, a pair of glasses or desktop
 Aashir Shroff
Aashir Shroff
Mobile Payments and Innovation
WellsFargo
Aashir Shroff is Vice President of Mobile Banking and Payments for Wells Fargo's Digital Channel Group.  Working in mobile for the past 10 years, Aashir has garnered much success by leading a variety of business development, product management and marketing functions. Aashir's career with Wells Fargo began in 2008 as an early member of the Wells Fa ...[Read More]

 Alex Jimenez
Alex Jimenez
VP, Senior Strategist, Office of the CIO
Zions Bancorporation
Alex Jimenez is a VP and Senior Strategist at Zions Bancorporation, where he leads the overall technology investment planning process for the office of the CIO. Prior to his current role he was a Principal Consultant at AJ & Associates advising Financial Services organizations and those that work with them in the areas of digital banking, payments, ...[Read More]

 Marria Rhodriquez
Marria Rhodriquez
AVP, Digital Product Manager
WellsFargo
Marria Rhodriquez is Vice President and focuses on digital product strategy for the Wells Fargo Virtual Channel team. In her 15-year tenure at Wells Fargo Bank, Marria has worked in technology, marketing, strategy, and digital product management. She holds a degree in Technical Communication from the University of Washington and an MBA in Marketing ...[Read More]

 Jelmer de Jong
Jelmer de Jong
VP Product Management
Backbase
Jelmer de Jong is VP Product Management at Backbase, Backbase, a software company founded in 2003 that delivers omni-channel banking solutions for financial institutions across the world.

Jelmer has focused his career on internet and mobile innovation. He began as an entrepreneur with a company that helped SMBs ...[Read More]

11:20 AM Keynote: How To Overcome The Three Biggest Digital CX Disconnects In Banking

Craig McLaughlin, CEO, Extractable

The banking industry is finally waking up to the importance of digital channels and is starting to accept that “design thinking” is a crucial internal core capability. The stakes have never been higher. In this practical and prescriptive session, learn how the most effective ways that you can quickly evolve your digital presence with a comprehensive digital strategy that addresses your fundamental business goals vs. just bolting on the features of the latest ‘fintech du jour’. What you’ll learn:

How to build a comprehensive, integrated, and holistic digital strategy — who creates it, and the components that should go into it
How to deliver the type of innovative CX today’s consumers expect and deserve
How to manage the digital transformation process to generate internal alignment and support among key stakeholders
 Craig McLaughlin
Craig McLaughlin
CEO
Extractable
Craig McLaughlin is the Founder and CEO of the nationally recognized San Francisco digital experience strategy and design agency Extractable.  For over 15 years Extractable has helped financial services firms build category leading digital experiences succeed at bringing in new customers and building deeper relationships with existing customer ...[Read More]

11:45 AM Out of Industry Guest Speaker: Global Trends in Digital Commerce

Adil Wali, Founder, ModCloth

The next wave in digital is global-first, artificially intelligent, and user-centric. Consumers expect their unique needs and wants to be anticipated in real-time and delivered seamlessly. Digital experience will need to adapt to global considerations at every touch point; a static experience is a failed experience. 
 Adil Wali
Adil Wali
Founder
ModCloth
Adil Wali honed his retail knowledge as co-founder and CTO of online brand ModCloth. During his tenure there, he helped transform the company from a small brand within a niche market to a household name doing nine-figures in revenue. Most recently, Adil has applied his retail knowledge to his enthusiasm for online gaming by founding LvlUp, a lifest ...[Read More]

12:10 PM Mobile Corporate Banking – A Look At The Challenges and Opportunities

Sylwia Hans, Financial Services Director, US, Comarch

This presentation will review the challenges and opportunities for mobile corporate banking.  Is it a nice to have or must have? What are your security choices? How are you thinking about adoption and profitability?
 Sylwia Hans
Sylwia Hans
Financial Services Director, US
Comarch
Sylwia Hans is Financial Services Director for Comarch US. She has been working  in the industry since 2009 when she joined Comarch’s start up project iFIN24 – one of the first personal finance management systems for banks on the market. She has worked on international banking projects as a consultant, creating a new vision of the PFM.  She  curren ...[Read More]

12:35 PM Lunch for All Attendees Hosted By IBM

The Future of Digital Banking

1:35 PM Chairperson’s Opening Address

Christian Tomooka, Sales Engineer, NA, Backbase

 Christian Tomooka
Christian Tomooka
Sales Engineer, NA
Backbase
Christian Tomooka is Sales Engineer  for North America at Backbase, a software company founded in 2003 that delivers omni-channel banking solutions for financial institutions across the world.

Christian has more than 23 years of experience in financial services and support in service bureaus and bank environments with indus ...[Read More]

Interactive Roundtables

Interactive Roundtable Discussions For Financial Services Executives

Matt Vickers, VP Product, Key Bank

Join an intimate discussion around your challenge areas.  This session is open only to financial services executives. 

Topic: Digital As A Competitive Differentiator
Hosted By: Matt Vickers, VP Product, Key Bank

This roundtable will delve into issues such as:

Do you view digital as an opportunity to differentiate? Why? Why not? Is it table stakes?
What does digital differentiation mean to you? How about through the lens of your clients? Employees? Other stakeholders?
What are the main drivers/reasons you engage in digital initiatives? 
What are some tactics you’ve employed to screen digital initiatives? 
How did you sell the business case? Soft benefits? Hard benefits? Combination? 
How have you measured success and know if you’ve attained digital differentiation? 

 Matt Vickers
Matt Vickers
VP Product
Key Bank
Matt Vickers joined KeyBank in 2001 and currently leads Channel product management for Key’s commercial payments business. In this role, Matt is responsible for strategy, product development, and product management for KeyBank’s commercial grade digital banking platform: Key Total Treasury. Matt and his team focus on delivering innovative, client-c ...[Read More]

The Future of Digital Banking

1:50 PM CASE STUDY REVOLUTION: Fostering Innovation In A Large Organization

Christina Hatziioannou, Director, Digital Strategy & Integration, CIBC Digital

In a highly regulated industry such as financial services, it can be difficult to foster creativity and innovation – and yet our success depends on the ability to anticipate and respond to changing consumer preferences and delivery on the Digital demands of our clients.  How does a company create a culture of innovation?

The importance of leadership on culture
Approaching innovation while minimizing risk
Creating an innovation hub within a large organization to enact change
 Christina Hatziioannou
Christina Hatziioannou
Director, Digital Strategy & Integration
CIBC Digital
Since joining CIBC in early 2009, Christina Hatziioannou has held various leadership roles across the bank.  Christina’s career has been focused on developing strategies that disrupt the traditional retail banking model. This is evident through her work to modernize CIBC’s mass affluent offer and her current role within CIBC’s Digital group. Curren ...[Read More]

Interactive Roundtables

Interactive Roundtable Discussions For Financial Services Executives

Matt Vickers, VP Product, Key Bank

Join an intimate discussion around your challenge areas.  This session is open only to financial services executives. 

Topic: Digital As A Competitive Differentiator
Hosted By: Matt Vickers, VP Product, Key Bank

This roundtable will delve into issues such as:

Do you view digital as an opportunity to differentiate? Why? Why not? Is it table stakes?
What does digital differentiation mean to you? How about through the lens of your clients? Employees? Other stakeholders?
What are the main drivers/reasons you engage in digital initiatives? 
What are some tactics you’ve employed to screen digital initiatives? 
How did you sell the business case? Soft benefits? Hard benefits? Combination? 
How have you measured success and know if you’ve attained digital differentiation? 

 Matt Vickers
Matt Vickers
VP Product
Key Bank
Matt Vickers joined KeyBank in 2001 and currently leads Channel product management for Key’s commercial payments business. In this role, Matt is responsible for strategy, product development, and product management for KeyBank’s commercial grade digital banking platform: Key Total Treasury. Matt and his team focus on delivering innovative, client-c ...[Read More]

The Future of Digital Banking

2:25 PM Innovation Technology Spotlight: Building The 10x Better Bank

Jelmer de Jong, VP Product Management, Backbase

In this presentation, Backbase shares client cases and best practices in implementing the omni-channel bank of tomorrow. With a strong focus on digital and mobile banking, the omni-channel customer journey and how to improve customer loyalty and retention when working in the new era of engagement banking. Backbase offers clear guidelines in delivering a new digital banking customer experience that puts your bank on the level of Amazon, Facebook and Apple: exactly what the modern day banking customer expects from financial institutions.
 Jelmer de Jong
Jelmer de Jong
VP Product Management
Backbase
Jelmer de Jong is VP Product Management at Backbase, Backbase, a software company founded in 2003 that delivers omni-channel banking solutions for financial institutions across the world.

Jelmer has focused his career on internet and mobile innovation. He began as an entrepreneur with a company that helped SMBs ...[Read More]

Interactive Roundtables

Interactive Roundtable Discussions For Financial Services Executives

Suzanne Dusch, VP Marketing, CFE Federal Credit Union

Join in an intimate discussion around your challenge areas.  This session is open only to financial services executives. 

Topic: How To Evolve Checking Accounts In Response To Consumer Spending/Saving Preferences

Hosted By: Suzanne Dusch, VP Marketing, CFE Federal Credit Union

Suzanne Dusch
VP Marketing
CFE Federal Credit Union

The Future of Digital Banking

2:40 PM Panel Discussion: Looking to the Future: Benchmarking Against Retail’s Best

Adil Wali, Founder, ModCloth

Jim Ensign, Chief Digital Officer; former VP/Global Digital, Republic Bank & Trust; Papa John’s International

No one is further ahead in the digital and innovation game than retail. They set the bar for excellence and the standard to reach.  In this panel, hear from retail experts on how they continue to drive progress across their channels:

•    What channels get the most attention these days?
•    How do you bring innovation into the company culture and strategy?
•    What does that look like?

 Adil Wali
Adil Wali
Founder
ModCloth
Adil Wali honed his retail knowledge as co-founder and CTO of online brand ModCloth. During his tenure there, he helped transform the company from a small brand within a niche market to a household name doing nine-figures in revenue. Most recently, Adil has applied his retail knowledge to his enthusiasm for online gaming by founding LvlUp, a lifest ...[Read More]

 Jim Ensign
Jim Ensign
Chief Digital Officer; former VP/Global Digital
Republic Bank & Trust; Papa John’s International
Jim Ensign is Chief Digital Officer for Republic Bank & Trust Company, developing digital strategy, customer experience and marketing with a focus on their recently launched national digital-only division MemoryBank (www.mymemorybank.com). Jim’s path into digital banking leadership was different than most, with a history of leading digital transfor ...[Read More]

Interactive Roundtables

Interactive Roundtable Discussions For Financial Services Executives

Suzanne Dusch, VP Marketing, CFE Federal Credit Union

Join in an intimate discussion around your challenge areas.  This session is open only to financial services executives. 

Topic: How To Evolve Checking Accounts In Response To Consumer Spending/Saving Preferences

Hosted By: Suzanne Dusch, VP Marketing, CFE Federal Credit Union

Suzanne Dusch
VP Marketing
CFE Federal Credit Union

3:15 PM Afternoon Refreshment & Networking Break: Featuring Italian Delights

Enjoy some tasty tiramisu or crunch on some cannoli during our afternoon break!  Tasty delights await you in the exhibit area. 

The Future of Digital Banking

4:00 PM Case Study Revolution: Best Practices For Creating An Innovation Lab

Elfreda Pitt Hetherington, Senior Director, Applied Innovation and Development, RBC

How (or why) do you build an outcomes based Innovation Lab? How do you foster a culture of innovation within your company, outside of the Innovation Teams?  This session will cover best practices and tactics for building out an innovation lab, and strategies on building an intrapreneurship program within your company.

How to determine the best approach for building out an Innovation Lab
How to partner and co-locate with startups, academia and subject matter experts to ensure success in innovation projects
How to foster an internal culture of innovation through intrapreneurship
Best practices for maintaining buy-in from internal partners and sponsors

 Elfreda Pitt Hetherington
Elfreda Pitt Hetherington
Senior Director, Applied Innovation and Development
RBC
As Head, Applied Innovation, Elfreda is responsible for leading the creation and execution of a portfolio of innovative concepts that create value for RBC's business units. Her team has an enterprise-wide mandate to stimulate innovative activity. With a view to "what's next", "what's new" and "what's different", the Applied Innovation Team identifi ...[Read More]

Interactive Roundtables

Interactive Roundtable Discussions For Financial Services Executives

Chris Barlow, VP, Mobile Banking, WebsterBank

Join in an intimate discussion around your challenge areas.  This session is open only to financial services executives. 

Topic: Gamification in Banking
Hosted By: Chris Barlow, VP, Mobile Banking, WebsterBank 
Chris Barlow
VP, Mobile Banking
WebsterBank

4:35 PM Interactive Champagne Roundtable Discussions

Raju Deshpande, SVP/Director of Operational Excellence, East West Bank

Elfreda Pitt Hetherington, Senior Director, Applied Innovation and Development, RBC

Jim Ensign, Chief Digital Officer; former VP/Global Digital, Republic Bank & Trust; Papa John’s International

Table 1: How To Drive Results Through Your CX Team
Hosted By: Raju Deshpande, SVP/Director of Operational Excellence, East West Bank

Table 2: Innovation in Banking Today 
Hosted By: Elfreda Pitt Hetherington, Sr. Director, Applied Innovation & Development, Technology & Operations, RBC

Table 3: If You Could Change One, And Only One Thing About Banks Today, What Would It Be?
Hosted By: Jim Ensign, Chief Digital Officer, Republic Bank
 Raju Deshpande
Raju Deshpande
SVP/Director of Operational Excellence
East West Bank
Raju Deshpande is an Operational Excellence expert and strategic leader who is often called for solving ambiguous problems through process driven solutions. Raju’s relentless focus starts with the customer and his unique ability to leverage his process expertise with quick understanding of organizational dynamics to influence right behaviors has he ...[Read More]

 Elfreda Pitt Hetherington
Elfreda Pitt Hetherington
Senior Director, Applied Innovation and Development
RBC
As Head, Applied Innovation, Elfreda is responsible for leading the creation and execution of a portfolio of innovative concepts that create value for RBC's business units. Her team has an enterprise-wide mandate to stimulate innovative activity. With a view to "what's next", "what's new" and "what's different", the Applied Innovation Team identifi ...[Read More]

 Jim Ensign
Jim Ensign
Chief Digital Officer; former VP/Global Digital
Republic Bank & Trust; Papa John’s International
Jim Ensign is Chief Digital Officer for Republic Bank & Trust Company, developing digital strategy, customer experience and marketing with a focus on their recently launched national digital-only division MemoryBank (www.mymemorybank.com). Jim’s path into digital banking leadership was different than most, with a history of leading digital transfor ...[Read More]

5:15 PM Future Digital Finance Welcome Reception

This is a great way to kick off the show! Conveniently located in the hotel, we'll have great food and drinks.

6:45 PM End of Day One











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