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Informa
08:00 - 09:00 60 mins
Registration and continental breakfast
09:00 - 09:10 10 mins
Welcome remarks
09:10 - 10:00 50 mins
Analyst All Stars - Fintech: What's Hot

7 leading fintech research analysts take the stage for 7 minutes each to present key opportunities for banks and other financial services providers.

  • Jacob Jegher - Senior Vice President, Banking and Head of Strategy, Javelin
  • Ron Shevlin - Director of Research, Cornerstone Advisors
  • Shane Hubbell - Vice President, Arbor Advisors
  • Daniel Latimore - Senior Vice President, Banking Group, Celent
  • James Wester - Research Director, IDC Financial Insights
  • Tiffani Montez - Retail Banking Senior Analyst, Aite Group
10:00 - 10:30 30 mins
Keynote Address: The state of the industry and where are we heading?
10:30 - 11:00 30 mins
Government Helping Innovation: Leveling the playing field
11:00 - 11:30 30 mins
Refreshments and Networking Break
11:30 - 12:00 30 mins
Panel Discussion: Open Banking, APIs & Regulation - shifting sands of the US banking industry
  • Zachery Gipson - SVP, Chief Innovation Officer, USAA
  • Kerry Warwicker - Head of Research & Intelligence, Digital Cash Products - Global Transaction Banking, Deutsche Bank
12:00 - 12:30 30 mins
Question Time with the Financial Mega-brands: Acquisition and Servicing Models - New technologies for retention and increasing growth

Our electronic polling app will enable the audience to vote for the questions they want the panel to be asked.

12:30 - 13:30 60 mins
Lunch and Networking
13:30 - 13:35 5 mins
BANKING & PAYMENTS SUMMIT
Chairman's Opening Remarks
13:30 - 13:35 5 mins
DIGITAL LENDING SUMMIT
Chairman's Opening Remarks
13:30 - 13:35 5 mins
CUSTOMER EXPERIENCE SUMMIT
Chairman's Opening Remarks
13:30 - 13:35 5 mins
CYBER SECURITY SUMMIT
Chairman's Opening Remarks
13:35 - 14:05 30 mins
BANKING & PAYMENTS SUMMIT
Special Address: Payment insights - As the payment ecosystem transforms FIs must reassess their payment solution strategy
13:35 - 14:05 30 mins
DIGITAL LENDING SUMMIT
Special Address: Marketplace lending - what does the future hold?
  • Scott Sanborn - CEO, LendingClub
13:35 - 14:05 30 mins
CUSTOMER EXPERIENCE SUMMIT
Special Address: Anticipating customer needs to increase customer satisfaction and retention
  • Suresh Rammamurthi - Chairman, CBW Bank
13:35 - 14:05 30 mins
CYBER SECURITY SUMMIT
Special Address: The economics of security - How much is enough?
14:10 - 14:30 20 mins
BANKING & PAYMENTS SUMMIT
Fireside Chat: Speeding up the time to market for new products and services
  • Interviewer: Jim Van Dyke - Founder & CEO, Futurion
  • Alejandro (Alex) Carriles - Executive Vice President, Director of Mobile and Online Banking, BBVA
  • Thelton McMillian - Founder & CEO, Comrade
  • Marco De Freitas - Managing Director, Head of Retail Strategy, Product, & Digital Client Experience, TD Ameritrade
14:10 - 14:30 20 mins
DIGITAL LENDING SUMMIT
Fireside Chat: The Road to Re-engineering the Mortgage Industry
  • Erin Collard - CFO & Co-Founder, Blend
  • Susan McHan - President of Retail Mortgage, Flagstar Bank
14:10 - 14:30 20 mins
CUSTOMER EXPERIENCE SUMMIT
Fireside Chat: What is the role of humans, if any, in the future of digital customer service?
  • Greg Boudreaux - Vice President of Business Analysis for Digital Channels, First Republic Bank
14:10 - 14:30 20 mins
CYBER SECURITY SUMMIT
Fireside Chat: Digital identity schemes - if banks don't create a working system, someone else will.
14:35 - 15:05 30 mins
DIGITAL LENDING SUMMIT
Question Time: Financial Inclusion – How to profitably serve the unbanked and underbanked market using new technology, alternative data and risk management

Our polling app will enable the audience to vote for the questions they want the panel to be asked.

  • Sally Taylor-Shoff - Scores Vice President, FICO
14:35 - 15:05 30 mins
CUSTOMER EXPERIENCE SUMMIT
Question Time: How will AI change how you interact with customers to create a better customer experience?
  • Darrius Jones - AVP Emerging Technologies, USAA
  • Ryan Miller - Senior Vice President, Design & Delivery Leader, Innovation Group, Wells Fargo
14:35 - 15:05 30 mins
CYBER SECURITY SUMMIT
Question Time: Managing your KYC obligations from onboard and throughout your customer lifecycle

Verifying through biometrics and predicting through machine learning - Our polling app will enable the audience to vote for the questions they want the panel to be asked.

15:05 - 15:35 30 mins
Afternoon Coffee & Networking Break
15:35 - 16:05 30 mins
BANKING & PAYMENTS SUMMIT
Strategy Session: The platformification of banking, providing customers more choices
  • Nate Wehunt - Senior Vice President and Head of Digital, City National Bank
  • Alex Jimenez - Vice President Senior Strategist, Zions Bancorporation
  • Michael Cerda - Head of Product, Marcus by Goldman Sachs
15:35 - 16:05 30 mins
DIGITAL LENDING SUMMIT
Strategy Session: Expanding the use of data & analytics – big data, AI, advanced analytics & cognitive computing
15:35 - 16:05 30 mins
CUSTOMER EXPERIENCE SUMMIT
Strategy Session: Is the future digital interface voice activated?
  • Theodora (Theo) Lau - Innovator Technologist and Connector, Unconventional Ventures
15:35 - 16:05 30 mins
CYBER SECURITY SUMMIT
Strategy Session: Has the threat landscape expanded – or just shifted? A discussion of phishing, misconfigured servers (cloud), credential reuse and extortion.
  • Sean Sposito - Analyst Cybersecurity, Javelin Strategy & Research
  • Matthew Wong - Security Solutions Architect, Phantom
  • Daniel Miessler - Director of Advisory Services, IOActive
16:10 - 16:25 15 mins
BANKING & PAYMENTS SUMMIT
Launch Start-up Pitches: Open APIs

3 brand new start-ups will pitch their idea in just 4 minutes. Don't miss the chance to hear from the very newest innovators in this space!

16:10 - 16:25 15 mins
DIGITAL LENDING SUMMIT
Launch Start-up Pitches: Lending

3 brand new start-ups will pitch their idea in just 4 minutes. Don't miss the chance to hear from the very newest innovators in this space!

16:10 - 16:25 15 mins
CUSTOMER EXPERIENCE SUMMIT
Launch Start-up Pitches: CX Solutions

3 brand new start-ups will pitch their idea in just 4 minutes. Don't miss the chance to hear from the very newest innovators in this space!

16:10 - 16:25 15 mins
CYBER SECURITY SUMMIT
Launch Start-up Pitches: Security

3 brand new start-ups will pitch their idea in just 4 minutes. Don't miss the chance to hear from the very newest innovators in this space!

  • Ben Johnson - CTO & Co-Founder, Obsidian Security
16:30 - 17:00 30 mins
BANKING & PAYMENTS SUMMIT
C-Suite Officers Debate: What will be the roll of the branch in a digital world?
  • Nicolas Kopp - US CEO, N26
  • John Waupsh - Chief Innovation Officer, Kasasa
16:30 - 17:00 30 mins
DIGITAL LENDING SUMMIT
C-Suite Officers Debate: Student loan origination & refinancing - how to gain competitive advantage.
16:30 - 17:00 30 mins
CUSTOMER EXPERIENCE SUMMIT
C-Suite Officers Debate: Does cutting edge CX improve long-term profits?
  • Naveen Agarwal - Senior Vice President & Chief Customer Officer, Prudential Financial
16:30 - 17:00 30 mins
CYBER SECURITY SUMMIT
Practitioners Debate: Are we winning the security battle or are we creating more vulnerabilities?
  • Sean Sposito - Analyst Cybersecurity, Javelin Strategy & Research
  • Ty Sbano - Information Security Leader, LendingClub
  • Philip Martin - Director of Security, Coinbase
  • Caleb Sima, Former Managing VP Cybersecurity at Capital One
17:00 - 17:05 5 mins
BANKING & PAYMENTS SUMMIT
Chairman's Closing Remarks
17:00 - 17:05 5 mins
DIGITAL LENDING SUMMIT
Chairman's Closing Remarks
17:00 - 17:05 5 mins
CUSTOMER EXPERIENCE SUMMIT
Chairman's Closing Remarks
17:00 - 17:05 5 mins
CYBER SECURITY SUMMIT
Chairman's Closing Remarks
17:05 - 18:35 90 mins
Reception & Networking
08:00 - 09:00

Registration and continental breakfast

09:00 - 09:10

Welcome remarks

09:10 - 10:00

Analyst All Stars - Fintech: What's Hot

7 leading fintech research analysts take the stage for 7 minutes each to present key opportunities for banks and other financial services providers.

  • Jacob Jegher - Senior Vice President, Banking and Head of Strategy, Javelin
  • Ron Shevlin - Director of Research, Cornerstone Advisors
  • Shane Hubbell - Vice President, Arbor Advisors
  • Daniel Latimore - Senior Vice President, Banking Group, Celent
  • James Wester - Research Director, IDC Financial Insights
  • Tiffani Montez - Retail Banking Senior Analyst, Aite Group
more
10:00 - 10:30

Keynote Address: The state of the industry and where are we heading?

10:30 - 11:00

Government Helping Innovation: Leveling the playing field

11:00 - 11:30

Refreshments and Networking Break

11:30 - 12:00

Panel Discussion: Open Banking, APIs & Regulation - shifting sands of the US banking industry

  • Zachery Gipson - SVP, Chief Innovation Officer, USAA
  • Kerry Warwicker - Head of Research & Intelligence, Digital Cash Products - Global Transaction Banking, Deutsche Bank
more
12:00 - 12:30

Question Time with the Financial Mega-brands: Acquisition and Servicing Models - New technologies for retention and increasing growth

Our electronic polling app will enable the audience to vote for the questions they want the panel to be asked.

more
12:30 - 13:30

Lunch and Networking

Showing of Streams
15:05 - 15:35

Afternoon Coffee & Networking Break

Showing of Streams
17:05 - 18:35

Reception & Networking