2025 AGENDA
Monday
March 3
8:00 AM Registration Opens
8:00 AM – 9:00 AM Networking breakfast
9:00 AM Opening remarks
9:15 AM – 10:00 AM Session 1: Generating Returns on AI Investment
- Rules for effective AI, cloud strategies and implementation
- The realities of ROI on automation, AI tech spend, agentic AI
- Has gen AI fulfilled its expectations for financial services application
PANELISTS:
- Dominic Cugini, Chief Transformation Officer, KeyBank
- Dr. Danielle Jennings, Primus Practice Director- Intelligent Automation, Primus Software
- Hemal Nagarsheth, Head of Strategy – Wealth & Investment Management COEs, Banking, Lending & Trust, Wells Fargo
- Jude Schramm, EVP & CIO, Fifth Third
- Ninish Ukkan, Chief Technology Officer, Arvest Bank
MODERATOR:
10:00 AM – 10:30 AM Session 2: Fireside Chat
During this session, a member of the Bank Automation News team will sit down with Koren Picariello, executive director at Morgan Stanley and head of generative AI strategy and executive for Morgan Stanley Wealth Management, for a discussion on crucial technology and automation trends, developments and investments.
MODERATOR:
10:30 AM – 11:00 AM Morning coffee break
Espresso Cart Hosted By:
11:00 AM – 12:00 PM Session 3: The Operational Paradigm: Identifying and implementing internal efficiency initiatives
- Implementing workflow automation
- Effectively combining human and technology resources
- Determining which tech to keep or scrap during digital transformation
PANELISTS:
- Peter Chapman, Chief Technology Officer, Grasshopper Bank
- Narasimha Reddy Goli, SVP, Chief Technology & Product Officer, Iron Mountain
- Bob Lamendola, Chief Digital Services & Delivery Officer, Ricoh
- Sathishkumar Palanisamy, Expert Enterprise Architect, Discover Financial Services
MODERATOR:
12:00 PM – 12:30 PM Session 4: AI in action demo challenge: Demos of new technologies and solutions
From AI chatbots to biometric solutions to technologies you haven’t encountered, you will see demos of curated new products and solutions that will get your “brainstorming” juices flowing.
MODERATORS:
- Dan Roselli, Co-Founder & Managing Director, RevTech Labs
- Sara Garcés Roselli, Co-Founder & Foundation President, RevTech Labs
Demo Challenge Partner:
12:30 PM – 1:45 PM Networking luncheon
Sponsored By:
1:45 PM – 3:15 PM Session 5: AI in action demo challenge: Demos of new technologies and solutions
From AI chatbots to biometric solutions to technologies you haven’t encountered, you will see demos of curated new products and solutions that will get your “brainstorming” juices flowing.
Demo Challenge Partner:
3:15 PM – 3:45 PM Afternoon coffee break
Espresso Cart Hosted By:
3:45 PM – 4:00 PM Session 6 Demo Challenge Awards
JUDGES:
- Pam Kaur, Head of Bank Technology, BankTech Ventures
- Robert “Red” Daniel, Fintech Catalyst, Advanced Technology Development Center
- Brittani Roberts, Principal, FINTOP Capital
MODERATOR:
4:00 PM – 5:00 PM Session 7: Inside the current fintech scene: New startups, ideas and opportunities
- 2025 global state of fintech funding
- AI investment drives funding rounds
- How investment priorities are changing to maximize profitability over growth
PANELISTS:
- Sabrina Tharani, SVP, Global Fintech Programs, Mastercard
- Katie Quilligan, Investor, BankTech Ventures
- Luis Valdich, Managing Director, Citi Ventures
MODERATOR:
5:00 PM Cocktail reception
Tuesday
March 4
8:00 AM Registration
8:00 AM – 9:00 AM Networking breakfast
9:00 AM Welcoming remarks
9:05 AM – 9:45 AM Session 8: Finding financial success in the new regulatory-mandated open banking
- The evolution of embedded finance
- How to ensure FIs are providing modern, compliant and seamless payment processing
- The state of open banking compliance
PANELISTS:
- Steve Bishop, EVP & Chief Innovation Officer, Old Missouri Bank (OMB)
- Ana Liza Grandner, Chief Payments Officer, First Bank of the Lake
- Jim McCarthy, Founder & Chairman, McCarthy Hatch
MODERATOR:
9:45 AM – 10:15 AM Session 9: Fireside Chat
During this session, a member of the Bank Automation News team will sit down with Sumeet Grover, Executive Vice President, Chief Digital & Marketing Officer at Alliant Credit Union, for a discussion on crucial technology and automation trends, developments and investments.
MODERATOR:
10:15 AM – 10:45 AM Morning coffee break
10:45 AM – 11:15 AM Session 10: Opportunities for banks in digital banking solutions for SMBs
- Launching data-driven business intelligence tools
- Tapping AI for SMB clients
- How banks can serve as tech providers for SMB clients
PANELISTS:
- Sharif Alexandre, EVP & Chief Technology Officer, ConnectOne Bank
- Matthew Mccown, Executive Director – Data & Analytics Team, J.P. Morgan Payments
- Jennifer Taylor, SVP & Head of Commercial Digital, Axos Bank
- Mark Williams, SVP – Head of Business Banking Treasury Management, Citizens Bank
MODERATOR:
11:15 AM – 12:00 PM Session 11: What’s new in digital assistants: Implementing AI for better returns and efficiency
- Innovation and technology updates for self-service capabilities
- Promoting virtual-assistant adoption
- Internal and external uses for virtual assistants
PANELISTS:
