Conference Agenda



Business Banking Conference Agenda

Chicago Illinois
Monday, May 22nd, 2017   (Times Subject to Change)
7:00 am
8:00 am Registration Opens - Grand Foyer
8:30 am Mirador Best Practice Workshop: Leveraging Technology to Increase Customer Engagement & Profitability - Louvre 2
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) - Louvre 1
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 - Louvre 3
From one banker to another: Transforming small business lending with LendingFront 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.
Jorge Sun, CEO and Co-Founder, LendingFront
11:00 am Spotlight Workshop: Biz2Credit - Louvre 2
What Does Digital Lending Really Mean and How Do You Measure Its Success? Insights you can take back to the bank: From evaluating repayment trends, to machine learning, to marketing strategies.
Tracy Kellaher, Vice President, Business Development, Biz2Credit
Rob Kleiber, COO, Biz2Credit
11:30 am Networking Luncheon and Exhibitor Hall Opens - Grand Foyer
12:00 pm Welcome to Chicago - Innovation in Banking: A Global View - Guggenheim Ballroom
Innovation matters if you want to be a leader in business banking -- and it’s happening all over the world. See award winning examples of successful new business banking innovation using technology, partnerships and segmentation.
Deborah L. Bianucci, President & Chief Executive Officer, BAI
12:30 pm Trendspotting 2017: Finding the Signal Through the Noise - Guggenheim Ballroom
John Barlow, President, Barlow Research Associates, Inc.
1:15 pm Verticals, Velocity and Value in a New World of Faster Payments - Guggenheim Ballroom
Ulrike Guigui, Managing Director, Strategy and Operations, Deloitte Consulting LLP
Ginger Siegel, Banking SME, Deloitte
1:45 pm The Next Big Thing Is Made of Plastic - Guggenheim Ballroom
Frank Martien, Partner, Commercial Payments, First Annapolis, part of Accenture
2:15 pm Refreshment Break Sponsored by Credibly  - Grand Foyer
2:30 pm Small Business Banking Panel - Louvre 3
Sandy Hanson, Small Business Program Director, Barlow Research Associates, Inc.
Daniel Haisley, Head of Product, Live Oak Bank
Dan O'Malley, CEO, Numerated Growth Technologies
Joe O'Sullivan, V.P. User Experience Design, Small Business Banking, Capital One
2:30 pm Middle Market Banking Panel - Louvre 2
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 - Louvre 1
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 - Guggenheim Ballroom
Keri Gohman, President, Xero
4:15 pm Kickoff to the Innovation Showcase: Barlow’s Next Big Thing - Guggenheim Ballroom
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.
4:20 pm Innovation Showcase - Guggenheim Ballroom
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.
Avoka Banksight Fundation
Sageworks Sensibill VerticalIQ Xero
5:15 pm Wine and Hors D'oeuvres Reception - Grand Foyer
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)
7:30 am Continental Breakfast - Grand Foyer
8:00 am Start-ups: Your Partners for Winning the Future - Guggenheim Ballroom
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 - Guggenheim Ballroom
Christy Schmitt, Senior Vice President, National Small Business Segment Manager, Bank of the West
9:00 am The Secret of Chase Small Business Success - Guggenheim Ballroom
Brent Reinhard, Chief Marketing Officer – Chase Business Banking, JPMorgan Chase & Co.
9:30 am What Banks Can Takeaway from the Thriving Start-up Scene - Guggenheim Ballroom
Bobby Martin, Chairman and Co-Founder, Vertical IQ
10:00 am Refreshment Break Sponsored by Credibly - Grand Foyer
10:15 am Creating a Difference - Optimizing Talent - Guggenheim Ballroom
Terri Cable, Managing Director, Research and Business Intelligence, BAI
10:45 am What I Have Learned about Banking from the Last 108 Years - Guggenheim Ballroom
Jack Hubbard, Chairman & Chief Experience Officer, St. Meyer & Hubbard, Inc.
11:15 am 2017 Monarch Innovation Awards - Guggenheim Ballroom
Nick Miller, President, Clarity Advantage
Mary Beth Sullivan, Managing Partner, Capital Performance Group
11:25 am Awards and Recognition - Guggenheim Ballroom
Winner of the Best in Show Innovation Showcase and Barlow’s Small and Middle Market Banking CAMELS winners.
Linda O'Connell, Managing Partner, Barlow Research Associates, Inc.
11:30 am What's Next for Dodd-Frank? A Discussion of the State of Financial Regulation - Guggenheim Ballroom
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 Business Banking Conference Adjourns
1:00 pm Small Business Credit 2017 Workshop (Sponsors Only) - Louvre 1
1:00 pm Small Business Cash Flow Management Discussion (By Invitation Only) - Louvre 2
2:30 pm Small Business Cash Flow Management Discussion Adjourns
5:00 pm Small Business Credit 2017 Workshop Adjourns
Conference Sponsors
ADP BAI Biz2Credit
Credibly 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