Conference Agenda



Business Banking Conference Agenda

Chicago Illinois
Monday, May 22nd, 2017   (Times Subject to Change)
8:00 am Registration Opens
8:30 am Best Practice Workshop: Leveraging Technology to Increase Customer Engagement & Profitability
With over 28 million small and medium businesses in the U.S., we know the impact of small business success in our local, regional, and national economic future is clear. By efficiently and profitably supporting customer relationships with the scale and efficiency technology offers, banking institutions are able to better leverage engagement and the customer experience to create high impact customers across the suite of banking products. Learn how to leverage technology across all customer touch points digitally and in-branch to create impactful, profitable and delightful customer relationships. 
Trevor Dryer, Co-Founder & CEO, Mirador
9:30 am BAI Executive Roundtable: The Truth about Customer Acquisition (Open to bank attendees only)
Customer acquisition is hard! It requires an ongoing strategy and is constantly evolving, impacted by changing customer preferences, channels and new technology. In this interactive session, you’ll learn about key industry trends impacting small business customer acquisition. You’ll also work with peers to identify, prioritize and address the critical barriers to – and drivers of- successful customer acquisition. Within this process, you’ll be challenged to  think outside the box i.e., to assess the potential value a FinTech partner might provide in acquiring customers more effectively and get examples of organizations that are doing this well. Armed with all of this information, you’ll walk away with insights and recommendations that can be implemented immediately. In addition, you’ll expand your professional network to enable you to draw upon peer expertise long after the conference.
Terri Cable, Managing Director, Research and Business Intelligence, BAI
Betsy Boyle Ratcliff, Director of Strategy and Analytics, BAI
10:15 am Spotlight Demo: LendingFront
From one banker to another: Transforming small business lending with LendingFront Presented by: Jorge Sun, CEO Learn how the right technology platform jump starts your bank's path to better small business lending, reducing credit and compliance risk, increasing operational efficiency, improving customer experience, and improving leadership's visibility into profitable lending.
11:00 am Spotlight Workshop: Biz2Credit
What Does Digital Lending Really Mean and How Do You Measure Its Success?  Featured Speaker: Robert Kleiber, COO Biz2Credit, Moderated by Tracy Kellaher, VP Business Development, Biz2Credit. Insights you can take back to the bank: From evaluating repayment trends, to machine learning, to marketing strategies.
11:30 am Networking Luncheon and Exhibitor Hall Opens
12:00 pm Welcome to Chicago - Innovation in Banking: A Global View
Deborah L. Bianucci, President & Chief Executive Officer, BAI
12:30 pm Trendspotting 2017: Someone Is Moving Your Cheese Again
John Barlow, President, Barlow Research Associates, Inc.
1:15 pm Verticals, Velocity and Value in a New World of Faster Payments
Brian Shniderman, Principal, Deloitte
Ginger Siegel, Banking SME, Deloitte
1:45 pm The Next Big Thing Is Made of Plastic
Frank Martien, Partner, Commercial Payments, First Annapolis
2:15 pm Break
2:30 pm Small Business Banking Panel
Sandy Hanson, Small Business Program Director, Barlow Research Associates, Inc.
Daniel Haisley, Head of Product, Live Oak Bank
Dan O'Malley, Chief Digital Officer, Eastern Bank
Joe O'Sullivan, V.P. User Experience Design, Small Business Banking, Capital One
2:30 pm Middle Market Banking Panel
The Changing Role of the Middle Market Relationship Manager
Donna Arce, Client Executive, Barlow Research Associates, Inc.
Matt Downs, Senior Vice President, Head of Strategy for Citizens Commercial Banking, Citizens
Matthew B. Elliott, Michigan Market President, Midwest Region Executive, Business Banking, Bank of America Merrill Lynch
Brian Ruger, Senior Vice President, Middle Market Banking, Wells Fargo Bank
2:30 pm Digital Business Banking Panel
Youa Yang, Digital Banking Program Director, Barlow Research Associates, Inc.
Sean Fox, SVP, Partner and Product Strategy, Wells Fargo & Company
Bradley Matthews, Head of Middle Market Product & Marketing, U.S. Bank
Connie Payne, SVP, Treasury Management, Online Products, Regions Bank
3:45 pm The Changing Paradigm of Banking and Financial Technology
Keri Gohman, President, Xero
4:15 pm Kickoff to the Innovation Showcase: Barlow’s Next Big Thing
A behind-the-scenes look at the Barlow CX Lab—learn how this unique competitive intelligence tool can be leveraged to enhance product and service delivery.
4:15 pm Innovation Showcase
Rapid fire demos of products designed to build stronger customer relations and improve fee income. When you are finished listening, please vote for Best in Show.
Akouba Avoka Banksight Fundation
Sageworks Sensibill VerticalIQ Xero
5:00 pm Wine and Hors D'oeuvres Reception
Enjoy networking with old friends and new colleagues from across the country and get first hand access to leading partners and companies participating in the Innovation Showcase.
6:30 pm Evening Free
Tuesday, May 23rd, 2017   (Times Subject to Change)
8:00 am Start-ups: Your Partners for Winning the Future
Leslie Anderson, Senior Vice President and U.S. Head of Business Banking Treasury and Payment Solutions, BMO Harris Bank
8:30 am Simplification and Channel Optimization
Christy Schmitt, Senior Vice President, National Small Business Segment Manager, Bank of the West
9:00 am The Secret of Chase Small Business Success
Brent Reinhard, Chief Marketing Officer – Chase Business Banking, JPMorgan Chase & Co.
9:30 am What Banks Can Takeaway from the Thriving Startup Scene
Bobby Martin, Chairman and Co-Founder, Vertical IQ
10:00 am Break
10:15 am Creating a Difference
Terri Cable, Managing Director, Research and Business Intelligence, BAI
10:45 am What I Have Learned about Banking from the Last 108 Years
Jack Hubbard, Chairman & Chief Experience Officer, St. Meyer & Hubbard, Inc.
11:15 am 2017 Monarch Innovation Awards
11:25 am Awards
11:30 am What's Next for Dodd-Frank? A Discussion of the State of Financial Regulation
An interview between John Barlow and Barney Frank.
John Barlow, President, Barlow Research Associates, Inc.
Barney Frank, Member of the U.S. House of Representatives from 1981 to 2013 for the 4th Congressional District of MA
12:15 pm Conference Adjourns
1:00 pm Small Business Credit 2017 Workshop (Sponsors Only)
1:00 pm Small Business Cash Flow Management Discussion (By Invitation Only)
Conference Sponsors
ADP Akouba
Biz2Credit Lending Front
Mirador Sageworks
Sensibill Xero


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Barlow Research Associates, INC.

917 Lilac Drive North

Minneapolis, MN 55422

Tel: 763-253-1800 Fax: 763-253-1879