Conference Agenda


Monday, May 16th, 2022 (Times are in Central Time and are subject to change)

10:00 am
Youa Yang, Managing Partner and COO, Barlow Research Associates, Inc.
10:15 am
KEYNOTE: U.S. Bank Reimagined: Our Digital Transformation
Gareth Gaston, EVP & Chief Digital Officer, Platforms and┬áCapabilities, U.S. Bank
10:45 am
10:50 am
Banks + Fintechs: Partnering to Meet Evolving Payment Needs in B2B
Rahul Conda, Director of Strategic Partnerships,
Kylie Keyzer, Senior Vice President and Product Manager, Wells Fargo
Moderated by Caroline Stapleton, Senior Counsel, Buckley LLP
11:35 am
11:40 am
5 Trends Driving Crypto Adoption
AJ Shanley, Vice President, Crypto, VISA
12:10 pm
12:15 pm
MIDDLE MARKET BANKING PANEL: Creating Exceptional Customer Experiences (Members Only Session)
Bill Fink, Executive Vice President, Head of US Middle Market Banking, TD Bank
Jennifer Miller, Client & Employee Experience Group Manager, Senior Vice President, PNC Bank
Aarthi Murali, Chief Customer Experience Officer, M&T Bank
Moderated by Donna Arce, Client Executive, Middle Market Banking Program Director, Barlow Research Associates, Inc.
1:00 pm
1:05 pm
DIGITAL BUSINESS BANKING PANEL: Capitalizing on the New Era of Digital (Members Only Session)
Connie Payne, SVP, Treasury Management, Digital Products, Regions Bank
Vicky Pickens, Head of Business Digital, Truist
Moderated by Adam Johnson, Digital Business Banking Program Director, Barlow Research Associates, Inc.

Tuesday, May 17th, 2022 (Times are in Central Time and are subject to change)

10:00 am
10:05 am
Are you prepared for what's next in Small Business Banking?
Shon Cass, Executive Vice President and Founder, Chief Experience Officer, Texas Security Bank
Dean Jenkins, Vice President of Product Marketing, Q2
Tim Wooldridge, Senior Vice President, Digital Banking, Unify Federal Credit Union
Moderated by Tim Finkenstaedt, Senior Product Marketer, Q2
10:50 am
10:55 am
FIRESIDE CHAT: The Case for Kickstarting a Sustainability-Focused Solution Set
Nicole Hildebrandt, Partner, Boston Consulting Group
Pasquale (Pat) Nuzzo, Executive Vice President for Treasury Solutions, Head of Commercial Liquidity Management, Citizens Bank
11:25 am
11:30 am
Strategic Perspectives and Opportunities for Banks and Fintechs
Irv Henderson, EVP and Chief Digital Officer Business Banking, U.S. Bank
David Hornik, General Partner, Lobby Capital
Eric Schwartz, Operating Partner, Canapi Ventures
Moderated by Andrew Ting, General Counsel and Chief Compliance Officer, Koalafi, and Professional Lecturer, The George Washington University Law
12:15 pm
12:20 pm
BUSINESS BANKING PANEL: Moving Small Businesses from Simply Surviving to Thriving (Members Only Session)
Derek Ellington, Head of Small Business Banking, Consumer and Small Business Banking, Wells Fargo
Ben Walter, Chief Executive Officer of Chase Business Banking, JP Morgan Chase
Moderated by Sandy Hanson, Managing Partner, Treasurer and Small Business Director, Barlow Research Associates, Inc.