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2022 AGENDA

4 PM REGISTRATION OPENS

Sponsored By:

5 PM WELCOME COCKTAILS

8 AM REGISTRATION OPENS

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8 AM NETWORKING BREAKFAST

9 AM OPENING REMARKS

9:15 AM SESSION ONE: FIRESIDE CHAT

Ian Eslick, CTO of Enterprise Architecture and Engineering at U.S. Bank, will take the stage to discuss banking automation and the industry’s journey toward a better technology future.

10 AM SESSION TWO: IN THE AIR: HOW TO DEVELOP FOR THE CLOUD IN ORDER TO ENABLE TECHNOLOGY STRATEGY

11 AM MORNING BREAK

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11:45 AM SESSION THREE: AUTOMATION TO DETECT AND STOP FRAUDULENT TRANSACTIONS

PANEL

  • Techniques for reducing false positives, including machine learning to enhance recommendation engines
  • Compliance implications and demands, including reporting requirements
  • Practices for real-time transactions

PANELISTS

12:30 PM NETWORKING LUNCHEON

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1:45 PM  SESSION FOUR: EMBEDDED FINANCE: FRONTIERS IN OPEN BANKING

PANEL

  • Opportunities and challenges for FIs pursuing an embedded finance strategy
  • Best practices in API development – before going to market
  • Compliance considerations for both the FI and fintech, and by financial product

PANELISTS

MODERATOR

2:30 PM SESSION FIVE: RPA & BEYOND: INVESTORS ON WHAT’S NEXT IN BANKING TECHNOLOGY

PANEL

  • Where are investments going now – and will go in 2023?
  • Valuation Trends
  • Differing views on investment between banks and VC

PANELISTS:

3 PM  AFTERNOON BREAK

3:30 PM SESSION SIX: ROUNDTABLE DISCUSSION ON KEY AUTOMATION AND INNOVATION TRENDS AND BUDGETING STRATEGIES

During this session attendees will gather in small groups to share insights and perspectives on today’s key technology trends and opportunities with an eye toward planning for 2023. Specifically, we will explore how to build a sustainable framework for automation within your organization and how to gain critical buy-in from key stakeholders. We will take a lessons-learned approach and develop a Top 10 checklist for what needs to be done and in what order/priority.

 

4:30PM COCKTAIL RECEPTION

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8 AM REGISTRATION OPENS

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8 AM NETWORKING BREAKFAST

9 AM SESSION SEVEN: USING BUSINESS INTELLIGENCE, CRM AND AUTOMATION TO IMPROVE CUSTOMER AND EMPLOYEE EXPERIENCES

PANEL

  • Methods for properly managing and structuring BI and CRM
  • CRM for scale
  • Apps, tools and add-ons that can boost a base CRM platform

PANELISTS

9:45 AM SESSION EIGHT: CASE STUDIES ON AUTOMATION AND INNOVATION INITIATIVES FROM ACROSS THE FINANCIAL INSTITUTION

PRESENTATION

  • How automation can advance operational efficiency
  • Methodologies for identifying processes ripe for automation and technology innovation
  • Examples of new tech initiatives pushing banking to the cutting-edge

PRESENTER:

10:45 AM MORNING BREAK

11:15 AM SESSION NINE: FACILITATING CITIZEN DEVELOPERS IN BANKING

PANEL

  • Citizen developers as drivers for increasing automation throughout the bank
  • Governance for decentralized automation
  • Low-code options in banking and deployment

PANELISTS

12 PM CLOSING NETWORKING LUNCHEON

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2 PM CONCLUSION