Commercial FI

Commercial FI Agenda


9:00AM – 5:00PM Conference Registration Open
12:30PM – 2:00PM
Breakout Sessions

Paperless Hands-On: Creating New Verticals for Business Mobile

Details

1:00PM – 4:00PM

Understanding Working Capital for Better Treasury Management Sales Effectiveness

Details

Receivables Management Hands-on User Session

Details

1:30PM – 2:30PM

Remote Capture Solution Overview and Demo

Details

2:00PM – 3:30PM

Paperless Hands-On: Responding to Change in Treasury Management Onboarding

Details

3:30PM – 5:00PM

Paperless Hands-On: Configuring Reporting and Dashboarding Capabilities

Details

5:30PM – 7:30PM Welcome Reception

7:00AM – 5:00PM Conference Registration Open
7:00AM – 8:00AM Breakfast
8:00AM – 9:30AM General Session
Conference Introduction: John Filby
Keynote Speaker: Richard Davis, U.S. Bank
9:30AM – 11:30AM Design Lab Open: Product Demos & Presentations

 

11:30AM – 12:15PM
Morning Breakout Sessions

Positioning Business Mobile Deposit to Win with SMBs:
The Devil’s in the Details

Bob Meara, Celent
Details

Digital Onboarding to Drive Customer Centricity

Joanne Pollitt, CEB
Details

12:15PM – 1:15PM Lunch
1:15PM – 2:00PM
Afternoon Breakout Sessions

Claiming Your Strategic Identity in a Crowded Market

Dave Robertson, Treasury Strategies
Details

Creating a Mobile First Approach in Banking

Daniel Simon, Mitek
Details

2:10PM– 2:55PM

Digitizing to Win Customer Experience

Dave Robertson, Treasury Strategies
Details

Positioning Business Mobile Deposit to Win with SMBs:
The Devil’s in the Details

Bob Meara, Celent
Details

3:05PM – 3:50PM

Delivering an Advisory Sale

Dave Robertson, Treasury Strategies
Details

Digital Onboarding to Drive Customer Centricity

Joanne Pollitt, CEB
Details

4:00PM – 5:00PM Design Lab, Networking & Reception

 

5:00PM – 7:00PM Break/Refresh
7:00PM – 10:30PM Evening Event: El Chorro Restaurant

 

7:00AM – 1:00PM Conference Registration Open
7:00AM – 8:00AM Breakfast
8:00AM – 9:45AM General Session
Introduction: John Filby
Keynote Speaker: Sam Stein, Huffington Post
9:45AM – 9:55AM Break
9:55AM – 10:25AM
Morning Breakout Sessions

Paperless CRM and BPM – Better Together

Joe Pitzo, WAUSAU
Details

How to Successfully Reinvigorate your Go-To-Market for Remote Check Deposit

Marc Bartolomucci, BNY Mellon
Details

Back Office Transformation – TRIPS® Exception and Case Management Case Study

Matt Cunningham, Data Support Systems
Details

10:30AM – 11:00AM

Paperless FI Showcase – How to become Self-Reliant and Extend the Platform

Faith Bradford Owen, FirstBank
Details

The Great Migration: Transitioning Clients to a New RDC Solution

Jan Kincaid, First Republic
Robert Newbold, First Republic
Details

Integrated Receivables Roundtable

Jennifer Johnson, WAUSAU
Details

11:05AM – 11:35AM

The Continued Evolution of Vault Services

Shawn Kruger, Garda
Patrick Brzezinski, WAUSAU
Details

Receivables360 OnlineTM: Product Overview

Jennifer Johnson, WAUSAU
Details

ImageRPS® Data Center Evaluation, Benefits and Implementation

Janet Vita, Peoples United Bank
Details

11:35AM – 12:30PM Lunch
12:30PM – 1:15PM
Afternoon Breakout Sessions

 Remote Capture – Pros and Cons of In-House vs. ASP

Crystal Stephens, Comerica
Details

integraPAY®: Product Overview Featuring Payee Recognition and Misapplied Payment Services

Darren Snodgrass, WAUSAU
Details

Commercial Topic

 

1:15PM – 2:15PM General Session
Keynote Speaker: Fareed Zakaria, CNN
Closing : John Filby