Conference Agenda


Loews Chicago O'Hare

Monday, May 20th, 2019 (Times Subject to Change)

7:30 am
Registration opens
8:15 am
BAI Executive Workshop: Business Banking Insights (open to bank attendees only)
Co-moderated by Karl Dahlgren, Managing Director, BAI
Co-moderated by Byron Marshall, Director, Research, BAI
10:00 am
ODX workshop
11:30 am
Exhibit Hall opens - Luncheon
12:15 pm
Welcome to Chicago
12:20 pm
John Barlow, President, Barlow Research Associates, Inc.
1:00 pm
Fireside chat:
Bruce Van Saun, Chairman and Chief Executive Officer, Citizens Financial Group, Inc.
1:40 pm
Teaming up to Take on Big Tech: and First National Bank of Omaha
Vinay Pai, SVP Engineering,
Jason Hagan, Head of Product Strategy and Development for the Wholesale Bank, First National Bank of Omaha
2:25 pm
2:35 pm
Small Business breakout
Sandy Hanson, Small Business Program Director, Barlow Research Associates, Inc.
Sean Mabey, Senior Vice President, Small Business Leader, Eastern Region, Wells Fargo & Company
Amee Raval, Director of Lending Products, Business Banking, Chase
Jamie Schwarzenbach, SVP, Small Business Product Management, Enterprise Retail Banking, Zions Bancorporation
2:35 pm
Middle Market breakout
Donna Arce, Client Executive/Middle Market Program Director, Barlow Research Associates, Inc.
Shelly Harper, Credit Risk Process Executive, Fifth Third Bank
Leigh Radtke, Senior Director, Commercial Segment Lead, Visa
Carlton Williams, Senior Vice President and Chief Administrative Officer of Corporate Banking, Citizens Financial Group, Inc.
3:30 pm
Keynote: Surviving Disruption
Derek van Bever, Senior Lecturer and Director, Forum for Growth and Innovation, Harvard Business School
4:00 pm
Digital Business Banking panel
Youa Yang, Digital Banking Program Director, Barlow Research Associates, Inc.
Daniel Haisley, Executive Vice President of Product Management, Apiture
John Scully, Managing Director, Head of Small Business Digital, Bank of America Merrill Lynch
Julie Demarigny, Managing Director, Head of Digital Banking, Union Bank
4:45 pm
Innovation showcase
5:15 pm
Wine reception
6:45 pm
Evening free

Tuesday, May 21st, 2019 (Times Subject to Change)

7:15 am
7:45 am
Table topics
Discussion groups led by industry thought leaders (open to all)
8:45 am
Break to main stage
9:00 am
Fireside chat: How Technology is Transforming Lending & Shaping A New Era of Business Banking Opportunity
Karen G. Mills, Senior Fellow at Harvard Business School and Former Administrator of the U.S. Small Business Administration
Dan O'Malley, Founder & CEO, Numerated
9:45 am
Jamie Warder, Head of Digital Banking, KeyCorp
10:15 am
10:25 am
10:30 am
Monarch Innovation Award panel
11:10 am
Keynote: How payment-driven insights have the power to propel today’s small and medium sized businesses
Laura Miller, President, Commercial Banking Segment, Chase Merchant Services, JPMorgan Chase & Co.
11:40 am
Keynote: TBD
12:30 pm
Conference adjourned (Box lunch provided)
12:45 pm
Collaborative banker discussion group: Deposit and credit research
2:30 pm
Collaborative banker discussion group ends

Conference Sponsors

Asseco BAI Mirador Numerated ODX VerticalIQ