2022 AGENDA
4 PM REGISTRATION OPENS
5 PM WELCOME COCKTAILS
8 AM REGISTRATION OPENS
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
PANEL
- Cloud-enabling legacy and core applications that drive banking results
- Microservices for cloud deployment
- Containerization’s role in cloud development
PANELISTS
- Michael Beattie, CTO, Lead Bank
- Jayson Callies, EVP and Chief Information/Innovation Officer, Seattle Bank
- Bryce Elliott, Wholesale CIO, Truist Bank
- Victor Tung, U.S. Chief Technology and Operations Officer and Chief Information and Operations Officer, Capital Markets BMO Financial Group
- Barry Goffe, Sr. Director of Product Marketing, OutSystems
- Jason O’Brien, Chief Executive Officer, SWIVEL
11 AM MORNING BREAK
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
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
- Paul Margarites, Head of Commercial Digital Platforms, TD Bank
- Hank Word, Chief Technology Officer, Evolve Bank & Trust
- Lauren McCollom, Director of BaaS, Grasshopper Bank
- Mohit Narula, Global Head of Connectivity Product, Platforms & Data Services with Citi Treasury & Trade Solutions
MODERATOR
2:30 PM SESSION FIVE: INSIDE RPA GOVERNANCE
PANEL
- Identity management with bots
- Overcoming the human security risk in bots’ management
- Best practices for tomorrow’s bot scale
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
Sponsored By:
8 AM REGISTRATION OPENS
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:
- Ryan Christiansen, Senior Vice President of Data Access Partnerships, Mastercard
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
