Retail FI & Corporate

Retail FI & Corporate Agenda


9:00AM – 5:00PM Conference Registration Open
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 K. Davis, U.S. Bank
9:30AM –
11:30AM
Design Lab Open: Product Demos & Presentations

 

 

11:30AM – 12:15PM
Morning Breakout Sessions
Corporate Session Retail Sessions

Key Trends in Working Capital and Accounts Receivable

Dave Robertson, Treasury Strategies
Details

 

Disruptive Trends and Loyalty in the “New Economy”

Lynn Grubb, Deluxe Corp.
Laura Brady, LoyaltyEdge
Details

Panel Discussion: Building Engaging Customer Experiences that Drive Product Adoption

Todd Weiss, Deluxe Corp.
Drew McMonigle, NBH Bank
Eric Berrios, Realm
Jim Marous, The Financial Brand
Lily Harder, Mintel
Details

 

 

Lessons from Adversaries: Understanding What Banks Can Learn from the Alternative Lending Market

Rich Walker, Deluxe Corp.
Details

How to Lead a Branch Revival and Win the Hearts of Customers

Alyson Clarke, Forrester
Details

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

Trends and Best Practices in Risk and Security Management

Linnea Solem, Deluxe Corp.; Scott Alcorn, Early Warning
Adrienne Terpak, TD Bank
Details

How to Use Measurement and ROI to Increase Your Marketing Budget

Mark Gibson, Capital Performance Group
Details

Exploring the Dark Web LIVE – How Banks & Credit Unions – And Their Customers Are Exposed

Mark Lanterman, Computer Forensic Services
Laura Bruck, EZShield
Details

The SiriusDecisions CMO Study: Best-in-Class Marketing Trends for Financial Services

 Bob McKinnon, Sirius Decisions
Details

A Great Customer Experience is More Than a Friendly Teller

Jim Marous, Digital Banking Report
Details

2:10PM –
2:55PM
Corporate Session Retail Sessions

Outsourcing: It’s Not Just About Cost

Craig Focardi, CEB TowerGroup
Details

More Than Look and Feel: Why User Experience is So Important to Financial Services Companies

Will Sansbury, Deluxe Corp.
Details

How Checks & Checking Accounts Drive Your Bottom Line Results

Gene Kirby & Davis Stewart, CE Solutions Group
Details

Driving Cross-Sell and Loyalty by Focusing Advocacy

Alyson Clarke, Forrester
Details

Federal Reserve’s Strategies for Improving the U.S. Payment System

Dan Gonzalez, Federal Reserve
Details

3:05PM – 3:50PM
Corporate Session Retail Sessions

A Strategic Framework for Evaluating Blockchain Applications

Tim Sloane, Mercator Advisory Group
Details

 

The State of the Evolving Consumer Lending Environment

Bill McCracken, Phoenix Synergistics
Details

Strategies Used by High Growth FIs to Capture Deposits and Loans from Small Businesses

Bob Tetenbaum, First Manhattan Consulting Group

 

Differentiate with Data: Maximizing Touchpoints Throughout the Customer Lifecycle

Bill Streeter, Banking Exchange
Kesna Lawrence, Deluxe Marketing Solutions, Drew McMonigle, NBH Bank
Details

The Post-EMV Fraud Migration: Preparing for the New Realities of Fraud

Shirley Inscoe, Aite Group
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 – 9:00AM General Session
Introduction: John Filby
Keynote Speaker: Sam Stein, Huffington Post
9:00AM – 9:45AM Panel Discussion: Data-Driven Marketing – How to Find Your Customers
The future of data and analytics, where the industry is going, what you need to know and how to prepare
Robert Tetenbaum, President, FMCG, a Deluxe Company (moderator)
Kesna Lawrence, Chief Data Scientist, Deluxe Financial Services
Mike Lamberth, Managing Director – Risk Advisory Practice at KPMG
Dawn Morris, Executive Vice President, Chief Marketing Officer at Webster Bank
Dr. Charles Stryker, President at Venture Development Center and Owner, Venture Development Center
9:45AM – 9:55AM Break
9:55AM – 10:25AM
Morning Breakout Sessions
Corporate Session Retail Sessions

ImageRPS® – Product Overview: Late, Great Cash Application and Receivables Solutions

Darren Snodgrass, WAUSAU
Details

Solution Brief: Gaining PFI Status Through a Targeted Retail Household Acquisition Program

Frank Scheidel Citadel FCU
Zach Gabelhouse, Deluxe Corp.
Details

Solution Brief: Find Loan Prospects in Your Markets with In-the Market Alerts™

John Farrell, Colonial Savings
Adria Liss, Deluxe Corp.
Details

Solution Brief: Building a Culture of Performance at Your Financial Institution

Heath Fountain, Planters First Bank
Barry Adcock, Deluxe Corp.
Details

10:30AM – 11:00AM
Corporate Session Retail Sessions

Corporate Customer Roundtable: The Industry Topics You Asked For PART I

Details
 

Solution Brief: Digital Advertising and Strategies that Help Marketers Win

Frank Scheidel Citadel FCU
John Keith, Deluxe Corp.
Details

Solution Brief: Impact of Highly Targeted Direct Marketing Across All Banking LOBs

Dawn Morris, Webster Financial Corporation
Bob Tetenbaum, First Manhattan Consulting Group
Details

Solution Brief: Optimize Savings, Resources, and Operations with Deluxe Strategic Sourcing

Jaclyn Partin, Commercial Bank of Texas
Cindy Lambert, Deluxe Corp.
Details

11:05AM – 11:35AM
Corporate Session Retail Sessions

Corporate Customer Roundtable: The Industry Topics You Asked For PART II

Details

Opportunistic Outsourcing: Putting You Back in Control of Your Next Marketing Campaign

Rich Walker, Deluxe Corp.
Details

Solution Brief: Increase Profitability from Activation to Engagement Through Customer Onboarding

Zach Gabelhouse, Deluxe Corp.
Kris Levan, First Commonwealth
Details

Solution Brief: Building a Rewards Program that Keeps Customers Engaged

Dashon Williford, Citibank
Adam Craig, Deluxe Corp.
Details

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

Declining Lockbox Payments: What are My Options?

Matt Dowds, WAUSAU
Details

The Rise of the New Consumer: The State of Banking and Bank Marketing in a Digital Age

Lily Harder, Mintel
Details

Strategic Planning Success: How to Avoid Pitfalls That Can Kill Your Strategy

Barry Adcock, Deluxe Corp. &
Jim McAlpin, Bryan Cave LLP
Details

Secrets of Accurately Measuring the Full Impact of Direct Marketing

Bob Tetenbaum, First Manhattan Consulting Group
Details

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