2023 AGENDA
*All times EST
8:15 a.m. Registration Opens
8:15 a.m. Networking Breakfast
Breakfast Sponsored By:
9:15 a.m. Opening Remarks
9:30 a.m. Session One (Panel): Solving data expandability issues through cloud
- The latest in cloud modernization
- Rules for effective cloud strategies and implementation
- Implications for core systems
PANELISTS:
- Bryce Elliott, EVP & CIO for Wholesale and Enterprise Payments Technology, Truist
- Steve Hagerman, Chief Technology Officer, Wells Fargo
- Jaron Murphy, Decisioning Technologies Partner, FICO
- Jude Schramm, EVP & CIO, Fifth Third Bank
- Ananth Subramanya, Senior Vice President of Digital Business, HCLTech
MODERATOR:
10:30 a.m. Morning Break
Sponsored By:
11:15 am Session Two (Presentation): Ideation in Banking – The art of generating new ideas for products, processes and strategies
- Novel design thinking in strategy development and process reengineering
- Freeing strategy from legacy technology – and habits
- Cultivating a team culture of revolutionary ideation
PRESENTER:
MODERATOR:
12 p.m. Networking Lunch
1:30 p.m. – 3:00 p.m. Concurrent Tracks
Attendees have the chance to customize their conference experience with the option to join one of the two engaging tracks.
Advanced Technology Track
1:30 pm Session Three-A (Panel): Innovations in business intelligence for banking
- A review of BI uses cases across the banking organization
- Transitioning to new applications
- Agile for successful BI implementations
PANELISTS:
- Lekha Banerjee, Technology Executive, Truist
- Jessica Gonzalez, Director of Lending Strategies & Automotive Market, Informed.IQ
- Steve Smith, President & Chief Executive Officer, 22nd State Bank
MODERATOR:
Advanced Technology Track
2:15 pm Session Four-A (Panel): At the Core: Strategies for addressing legacy core systems
- To wrap or scrap?
- Integration tools
- Strategies for pushing legacy systems to their limits
PANELISTS:
MODERATOR:
Advanced Strategy Track
1:30 pm Session Three-B (Panel) Automation Operations: Use Cases for Transformation
- Automating for business value
- How to pitch senior management on transformation initiatives
- Technical imperatives – before an automation project’s start
PANELISTS:
- Dustin Hubbard, President & CTO, Archway Software
- Daniel Ireland, Sr. Manager of Automation & Business Strategy, Discover Financial Services
- Tom Lang, EVP, Head of Treasury Management Products & Operation, PNC Financial Services
- Brad McGeown, Vice President of Strategy, Financial Services, Smart Communications
- John Trapani, Industry Leader, Financial Services, Appian
MODERATOR:
Advanced Strategy Track
2:15 pm Session Four-B (Panel): Automation and the pursuit of efficiency: a frank discussion on cost/benefit
- Balancing automation and human capital
- Where are the efficiencies – and where are they not?
- The realities of ROI on automation tech spend
PANELISTS:
- Matthew Barrett, AI & Intelligent Automation Manager, PNC Financial Services
- Alejandro Diaz, Director of Enterprise Sales, Systran
- Gabriel Skelton, Director of Banking, Mortgage & Insurance Automation Solutions, OpenBots
- Terrence A. Thomas, EVP & Chief Information Officer, First Bank (FBNC)
- Chris Tremont, Chief Digital Officer, Grasshopper Bank
MODERATOR:
3 p.m. Afternoon Break
3:30 p.m. Session Five: Roundtable Discussions
During this session attendees will gather in small groups to share insights and perspectives on today’s key technology trends and opportunities in the U.S. market. Specifically, we will explore how to build a sustainable framework for automation within U.S.-centric organizations.
ROUNDTABLE LEADERS:
4:30 p.m. – 6 p.m. Cocktail Reception
Sponsored By:
8 a.m. Registration Opens & Networking Breakfast
9:00 a.m. Session Six: Fireside Chat
During this session, a member of the Bank Automation News team will sit down with Brinda Bhattacharjee, Chief Operating Officer for Transaction Banking in Platform Solutions at Goldman Sachs, for a discussion on crucial technology and automation trends and developments.
MODERATOR:
9:30 am Session Seven (Panel): New approaches and techniques in RPA
- Using process mining and process discovery to design automation
- Building better RPA bots to automate particular verticals within banking
- AI technologies for smarter and safer bots
PANELISTS:
- Michael Haney, Head of Cyberbank Core, Galileo Financial Technologies
- Scott Kinross, SVP & Software Engineering Director, PNC Financial Services
- Matthew Radaci, Principal Application Engineer, Discover Financial Services
MODERATOR:
10:15 a.m. Morning Break
10:30 am Session Eight (Panel): Strategies for automating real-time payment processes
- Buy vs. Build – selecting the right partner for RTP
- Organizing a proper risk assessment ahead of RTP launch
- An update on FedNow approaching the mid-2023 implementation
PANELISTS:
- Steve Devine, Senior Vice President & Head of Payables, Citizens Bank
- Lauren Kenney, Senior Vice President of Payment Services, U.S. Bank
- Ramon Villarreal, Payments Sector Global Head, Red Hat
- Hank Word, President of Open Banking Division, Evolve Bank and Trust
MODERATOR:
11:15 am – Session Nine (Presentation): Techniques for managing customer experience in digital applications
- Where low-code, no-code fits
- CX automation innovation & tools today
- Extracting data to feed CX decisioning and communications
PRESENTER:
MODERATOR:
11:45 am – Workshop: Technology and Strategy Transformation Roundup
During this workshop, attendees will develop strategies for advancing automation in their organization. From technical demands to culture turbulence, automation initiatives, despite the promise of valuable efficiency, can cause internal disruption that prevent project execution. At this workshop, we will address how to proactively turn automation resistance into acceptance.
MODERATOR:
