Conference Agenda

 

Loews Chicago O'Hare

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

7:30 am
Registration opens
Location – Cassatt
8:15 am
BAI executive workshop: Business Banking Insights (open to bank attendees only)
Location – Warhol
Co-moderated by Karl Dahlgren, Managing Director, BAI
Co-moderated by Byron Marshall, Director, Research, BAI
10:15 am
ODX workshop: Online Origination – An Engine for Profitable Growth
Location – Pollock
Brian Geary, President, ODX
Lonnie Hayes, Head of Sales and Strategy, ODX
10:45 am
Exhibit Hall opens
Location – Cassatt
11:00 am
Luncheon
Location – Cassatt
12:05 pm
Welcome to Chicago
Location – Cassatt
12:10 pm
Trendspotting
Location – Cassatt
John Barlow, President, Barlow Research Associates, Inc.
12:45 pm
Laying the Foundation for the Next Era in Financial Services
Location – Cassatt
Bruce Van Saun, Chairman and Chief Executive Officer, Citizens Financial Group, Inc.
Moderated by John Barlow, President, Barlow Research Associates, Inc.
1:20 pm
Teaming Up to Take on Big Tech: Bill.com, PNC Bank & First National Bank of Omaha
Location – Cassatt
Moderated by Youa Yang, Digital Banking Program Director, Barlow Research Associates, Inc.
Vinay Pai, SVP Engineering, Bill.com
Jason Hagan, Head of Product Strategy and Development for the Wholesale Bank, First National Bank of Omaha
Luke Garretson, VP, Senior Manager, Digital Product Management, PNC Bank
2:05 pm
Break
2:20 pm
Small Business breakout: Creating efficiencies, consistency and personalization to meet the demands of our small business clients
Location – Pollock
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
2:20 pm
Middle Market breakout: Exploring new middle market delivery models for payments, credit, sales and servicing
Location – Warhol
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.
3:15 pm
Surviving Disruption
Location – Cassatt
Derek van Bever, Senior Lecturer and Director, Forum for Growth and Innovation, Harvard Business School
4:00 pm
Digital Business Banking panel: What’s new and next for businesses in digital transformation
Location – Cassatt
Youa Yang, Digital Banking Program Director, Barlow Research Associates, Inc.
Julie Demarigny, Managing Director, Head of Digital Banking, Union Bank
Daniel Haisley, Executive Vice President of Product Management, Apiture
John Scully, Managing Director, Head of Small Business Digital, Bank of America
4:45 pm
Innovation showcase
Location – Cassatt
9thGear Asseco Bottomline Technologies VerticalIQ
5:15 pm
Wine reception
Location – Cassatt
6:45 pm
Evening free

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

7:15 am
Breakfast
Location – Cassatt A/B
7:45 am
Table topics: Small group discussions led by industry thought leaders
 
You are invited to participate in one of six discussions.
(Open to all. Seating is limited.) Please pre-register for one of the below options here.
Option 1
Real Time Payments: Just a flash in the pan or the ultimate in payments?
Location – Warhol A
Fred Laing, President & CEO, UMACHA
Option 2
Implementing Agile principles to accelerate business change
Location – Warhol B
Scott Beyer, Senior Vice President, Agile Experience Owner, U.S. Bank
Option 3
Get creative. What are the missing links in your risk management data needs?
Location – Warhol B
Carolyn Hardin-Levine, CEO, Small Business Financial Exchange, Inc.
Option 4
Leveraging new technologies to align with customer communication preferences
Location – Pollock A
Scott Anderson, Senior Vice President, Business Banking Strategy Director, Huntington National Bank
Option 5
The Future of Open Banking for Businesses
Location – Avedon B
Connie Payne, Senior Vice President, Treasury Management Division, Regions Bank
Option 6
Growing Deposits and Engaged Customers in a Digital-first World
Location – Pollock B
Gavin Geraci, Senior Vice President, Business Banking Chief Operating Officer, PNC Bank, N.A.
8:30 am
Break to main stage
8:45 am
How Technology Is Transforming Lending & Shaping a New Era of Business Banking Opportunity
Location – Cassatt
Moderated by Sandy Hanson, Small Business Program Director, Barlow Research Associates, Inc.
Dan O'Malley, Founder & CEO, Numerated
Ravi Vakacherla, EVP Digital, Product and Operations, Commercial, Retail and Wealth Management, People’s United Bank
9:30 am
Leading through evolution and revolution. So much is the same . . . so much is different
Location – Cassatt
Jamie Warder, Head of Digital Banking, KeyCorp
10:00 am
Break
10:10 am
Barlow’s 2019 Top Bank CAMELS™ winners in Small Business and Middle Market Banking & the 2019 Innovation Showcase ”Best in Show” award
Location – Cassatt
Linda O'Connell, Managing Partner, Barlow Research Associates, Inc.
10:15 am
Monarch Innovation Award Winners
Location – Cassatt
Co-moderated by Nick Miller, President, Clarity Advantage
Co-moderated by Mary Beth Sullivan, Managing Partner, Capital Performance Group
10:30 am
How payment-driven insights have the power to propel today’s small and medium sized businesses
Location – Cassatt
Laura Miller, President, Commercial Banking Segment, Chase Merchant Services, JPMorgan Chase & Co.
11:00 am
Secular Consolidation of the U.S. Banking System—Darwinian Survival of the Fittest
Location – Cassatt
John K. Freechack, Managing Director, Piper Jaffray & Co.
Steven Kent, Managing Director and Vice Chairman, Piper Jaffray & Co.
11:40 am
Navigating for Tomorrow: Deposits, Digital-Physical Service and Credit
Location – Cassatt
Moderated by Donna Arce, Client Executive/Middle Market Program Director, Barlow Research Associates, Inc.
Joel Mueller, Senior Research Analyst, Barlow Research Associates, Inc.
Youa Yang, Digital Banking Program Director, Barlow Research Associates, Inc.
12:00 pm
Navigating for Tomorrow: Finding Core Deposits
Location – Warhol
Moderated by Donna Arce, Client Executive/Middle Market Program Director, Barlow Research Associates, Inc.
Joel Mueller, Senior Research Analyst, Barlow Research Associates, Inc.
Carlton Williams, Senior Vice President and Chief Administrative Officer of Corporate Banking, Citizens Financial Group, Inc.
12:00 pm
Navigating for Tomorrow: Business Banking Redefined: Digital-Physical Servicing Study
Location – Pollock A
Moderated by Sharon Pearl, Client Executive, Barlow Research Associates, Inc.
Youa Yang, Digital Banking Program Director, Barlow Research Associates, Inc.
Brian Haney, Senior Vice President, Business Banking Director of Strategy & Product Management, Fifth Third Bank
12:00 pm
Navigating for Tomorrow: Small Business Credit Journey
Location – Pollock B
Moderated by Marcia Kalfas, Client Executive, Barlow Research Associates, Inc.
Sandy Hanson, Small Business Program Director, Barlow Research Associates, Inc.
Mark Papoccia, Head of Strategy & Segmentation – Metropolitan Banking, BMO Harris Bank
12:45 pm
Conference adjourned - Box lunch provided

Conference Sponsors

9th Gear Technologies Asseco BAI Bill.com Biz2X Bottomline Technologies Mirador Numerated ODX Personetics VerticalIQ