Reinventing The Consumer Banking Experience Produced By Produced By Lead Sponsors Lead Sponsors March 9–10, 2020 | Miami, FL March 9–10, 2020 | Miami, FL | futuredigitalfinance.com | 1.888.482.6012 REGISTER Shape The Future Of Finance At Future Digital Finance, you’ll learn directly from innovators leading the way , so you can reimagine what’s possible in digital banking. You’ll meet and network with brightest minds from big banks, credit unions, credit cards and walk away with actionable take-aways to remain competitive in this era of transformation. Jump to About March 9–10, 2020 | Miami, FL | futuredigitalfinance.com | 1.888.482.6012 REGISTER The Future Digital Finance Difference A Boutique Conference Experience Unparalleled Networking Learn From Trailblazers in Digital Consumer Banking Exhausted by the lackluster tradeshow experience? Ready to ditch the tired demo-only conference format? At Future Digital Finance we have curated sessions and networking opportunities built with your pain points in mind. You’ll get the perfect balance of future forward content, immersive learning and a chance to make long lasting connections with peers in two days. Get 30+ hours of interactive sessions, closed door VIP Boardrooms, birds of a feather roundtables, workshops, town halls, Tonight Show styled group panels and much more at Future Digital Finance. You’ll make deep connections with your peers both in and outside of the session room with dedicated networking every day of the event. We’re not trying to be everything to everyone. That’s why you’ll get a laser focus on solutions to your specific digital banking pain points. Cut to the chase with our curated programming and get detailed actionable takeaways. You’ll learn from 60+ of the most forward-thinking FIs, and leave with pages of notes to take back to the office. Jump to About March 9–10, 2020 | Miami, FL | futuredigitalfinance.com | 1.888.482.6012 REGISTER “Time well spent; lots of engaging presenters, innovative vendors and the opportunity to network with industry experts” TIME WELL SPENT Karen Buck EVP, Head Commercial, Retail and Payment Operations TD Bank “The one conference of the year that I learn, meet my peers and grow from.” LEARN, MEET, & GROW Karen Kallet SVP, Chief Digital Operations Officer BofI “The conference is a great chance to learn and share ideas with great leaders in the digital space. The timing is perfect – I can use these insights on next year’s plan.” ACTIONABLE INSIGHTS Heidi Capodanno Director Customer Experience Union Savings Bank “The thought leaders brought together by Future Digital Finance truly make it worth the trip. Every speaker brings solid experience and thought provoking insights that continue to shape the future of finance.” FIRST CLASS THOUGHT LEADERSHIP Stephen Wooters E VP, CMO, Digital Banking & Payments Fairfield County Bank The Word On The Street Jump to Reviews March 9–10, 2020 | Miami, FL | futuredigitalfinance.com | 1.888.482.6012 REGISTER “Content was relevant, and combined with networking help to firm up digital challenges and opportunities I’m facing. Attendees were aligned to digital. This made it very valuable for networking”. VALUABLE NETWORKING Vibeke Svanevik Frøyen Digital Manager, Marketing Redstone Federal Credit Union “Great group, great speakers, and a great set of topics. Recipe for the generation of ideas that will influence the path of retail financial services for decades to come.” GREAT SPEAKERS Alex Sion President & Managing Director Movenbank “Future Digital Finance brings the industry as a whole together so we can learn alongside each other and find our similarities instead of focusing on our differences.” HOLISTIC INDUSTRY PERSPECTIVE Melina Young Director of Marketing Verity Credit Union “Great opportunities to meet experts in their field from a variety of different banks with similar roles, which enables really good in-depth conversations.” IN-DEPTH CONVERSATIONS Franklin Girigori General Manager South American International Bank Curacao N.V. The Word On The Street Jump to Reviews March 9–10, 2020 | Miami, FL | futuredigitalfinance.com | 1.888.482.6012 REGISTER Jump to Speakers Dinesh Chopra Chief Strategy Officer Ally FEATURED SPEAKER The C-Suite Perspective: Creating A Culture Of Innovation MON Mar 09 8:25am Dinesh Chopra, Chief Strategy Officer for Ally Financial dives into digital innovation strategies that will move your organization into the future of banking. In his role at Ally, Chopra has been tasked with furthering Ally’s position as a leader in digital financial services. Leave this keynote session armed with the tools to be not only innovative, but transformative. KEYNOTE FIRESIDE CHAT March 9–10, 2020 | Miami, FL | futuredigitalfinance.com | 1.888.482.6012 REGISTER Jump to Speakers Martin Wildberger EVP, Innovation and Technology RBC Becoming A Digitally-Enabled Relationship Bank MON Mar 09 9:20am Following its purpose to help clients thrive and communities prosper, Royal Bank of Canada (RBC) is transforming into a digital-first, tech-enabled company. With over 86,000 employees and a long legacy, this is more than an organizational challenge - it’s a mindset shift. In this presentation, Martin Wildberger, EVP, Technology & Innovation, RBC will highlight RBC’s journey to fundamentally change how they work and evolved into an insight-driven organization. FEATURED SPEAKER KEYNOTE PRESENTATION March 9–10, 2020 | Miami, FL | futuredigitalfinance.com | 1.888.482.6012 REGISTER Jump to Speakers Tricia Szurgot Chief Member Experience & Marketing Officer, Head Of Corporate Social Responsibility First Commonwealth FCU Understanding The Value That Journey Mapping Can Add To Digital Transformation TUE Mar 10 1:40pm Although the customer journey mapping process can be different at every FI, at root it’s really about gleaning insights from the data you’ve gathered and identifying areas in the customer journey that need to be improved. In this session you’ll hear from Tricia Surzgot, 2017’s CMO Of The Year. Tricia is leading the transformation of the retail experience, culture and digital strategy at FCFCU. FEATURED SPEAKER SOLO PRESENTATION Meet Our Advisory Board Our program is built by digital finance experts. Our expert Advisory Board guides the research process, speaker selection and vets the topics. Meet the Future Digital Finance 2020 Advisory Board: Marria Rhodriquez VP/Digital Product Management & Strategy WELLS FARGO Manan Singh VP, Product and Optimization LENDINGTREE Karen Kallet Chief Digital Officer BOFI Patrick Kelly Chief Digital Officer FIRST TENNESSEE Jump to Speakers March 9–10, 2020 | Miami, FL | futuredigitalfinance.com | 1.888.482.6012 REGISTER Our Speakers. Your Visionaries. Johnson Cook President/COO GREENLIGHT FINANCIAL Erin Hennessy Chief Innovation & Marketing Officer UNITED FEDERAL CREDIT UNION Dinesh Chopra Chief Strategy Officer ALLY Tricia C. Szurgot Chief Member Experience & Marketing Officer, Head Of Corporate Social Responsibility FIRST COMMONWEALTH FCU Dan Rousseve CIO TEACHERS CREDIT UNION Nicole Alcorn Chief Member Experience Officer TEACHERS CREDIT UNION Patrick Kelly Chief Digital Officer FIRST TENNESSEE BANK William Anderson Chief Experience Officer and EVP THE FIRST NATIONAL BANK IN SIOUX FALLS Daniel Daszkiewicz Chief Innovation Officer ALIOR BANK Ernesto Boada Chief Technology Officer WESTERN UNION Jump to Speakers From big banks to disruptors, fintechs, credit unions and more – our detailed agenda features innovative leaders who are in the trenches, transforming their digital experiences. March 9–10, 2020 | Miami, FL | futuredigitalfinance.com | 1.888.482.6012 REGISTER Our Speakers. Your Visionaries. Lonnie Talbert Chief Operating Officer SOUTHWEST CAPITAL BANK Joe Mancini Senior Vice President, Chief Information Security Officer RADIUS BANK Joel Smith CMO BANK OF TAMPA Käthe Anchel EVP And Head Of Innovation UMPQUA BANK Doug Nielson SVP, Innovation Research And Development U.S. BANK Denise Henn SVP, Digital Experience Group Manager PNC BANK Andres Intriago SVP/ Digital Channel Manager, Spanish Digital Strategy Lead BANK OF AMERICA Grant Jacoby SVP, Director - Strategy, Innovation & Training FIFTH THIRD BANK Martin Wildberger EVP, Innovation and Technology RBC Derrick Brooks Senior Vice President, Consumer Business Digital Strategy Leader COMMERCE BANK From big banks to disruptors, fintechs, credit unions and more – our detailed agenda features innovative leaders who are in the trenches, transforming their digital experiences. Jump to Speakers March 9–10, 2020 | Miami, FL | futuredigitalfinance.com | 1.888.482.6012 REGISTER Our Speakers. Your Visionaries. From big banks to disruptors, fintechs, credit unions and more – our detailed agenda features innovative leaders who are in the trenches, transforming their digital experiences. Greg Smith SVP, Digital Channels & Innovation CITY NATIONAL BANK Solana Cozzo Senior Vice President, Product Management, Debit MASTERCARD Dan Duchnowski Senior Vice President, Marketing S&T BANK Jesper With- Fogstrup Global Head of Digital as a Channel HSBC Mayank Mishra Managing Director, Global Head Of Digital Channels CITI Kevin Chan-A-Shing VP, Operations And Digital Banking Transformation DISCOVER FINANCIAL SERVICES Kevin Porter VP, Omni Strategy TD BANK Daniel Sanford VP, Digital Strategy And Innovation WELLS FARGO Vivek Yadav Senior Vice President, Debit Strategic Initiatives MASTERCARD Craig Schleicher VP - Innovation Lead CITY NATIONAL BANK Jump to Speakers March 9–10, 2020 | Miami, FL | futuredigitalfinance.com | 1.888.482.6012 REGISTER Our Speakers. Your Visionaries. From big banks to disruptors, fintechs, credit unions and more – our detailed agenda features innovative leaders who are in the trenches, transforming their digital experiences. Sara Krawll VP, Digital Portfolio Management & Operations Director TIAA BANK Melissa Carmichael VP, Strategy & Innovation BREMER BANK Jeannine Cillo VP, Digital Marketing BARCLAYS Michael O’Reilly Vice President Digital Delivery & Operations Technology VYSTAR CREDIT UNION Andrew Becker VP of Product Design WASHINGTON STATE EMPLOYEES CREDIT UNION Teralea Monroe VP of Innovation FINWISE BANK Richard Charette AVP – Digital Experience Design WELLS FARGO Brandon Harris AVP, Digital And Innovation PENFED CREDIT UNION Chris Barlow VP of eBanking WEBSTER FINANCIAL John Todd AVP, Digital SECU CREDIT UNION Jump to Speakers March 9–10, 2020 | Miami, FL | futuredigitalfinance.com | 1.888.482.6012 REGISTER Our Speakers. Your Visionaries. From big banks to disruptors, fintechs, credit unions and more – our detailed agenda features innovative leaders who are in the trenches, transforming their digital experiences. Dipanjan Das Senior Director; Head of Consumer Lending and Cross- Buy, Retail and Direct Bank CAPITAL ONE Laura Ernzen AVP Consumer Marketing Strategy REDSTONE FEDERAL CREDIT UNION Brianna Elsass Managing Director, Head of Digital (US) BMO FINANCIAL GROUP Sera Lovett Director, Digital Journey Manager UNION BANK Adrian Nazari CEO CREDIT SESAME Mansi Thakar Security Specialist STANFORD FEDERAL CREDIT UNION Jayne Martin Director of Fan Experience KANSAS CITY CHIEFS Martin Lange Director, Client Experience Strategy BNY MELLON Jump to Speakers March 9–10, 2020 | Miami, FL | futuredigitalfinance.com | 1.888.482.6012 REGISTER Meet & Network with Leaders in Digital Consumer Banking Jump to Unparalleled Networking With Industry Peers Time for some fun in the sun (and exercise)! This morning run will get your blood pumping so you’re ready to take on a whole new day of learning. Take a break from banking tech talk and connect with your industry peers in a refreshing way! Women bring a different perspective to digital banking. Use this intimate setting to discuss the challenges women in finance face and celebrate your successes as a group! You’ll come away feeling inspired, supported, and ready to take on your next big idea. This session is only open to financial services executives. Space is limited to 15 digital banking executives, so RSVP right away upon registration. Please RSVP to olga.rodriguez@wbresearch.com. Led by a member of our carefully curated speaker faculty, the Digital Finance Tech Hub Workshops will give you the insights you need to implement innovate technology. Come prepared to discuss specific technology implementation challenges with like-minded peers! This session is only open to financial services executives. Tuesday, March 10 6:15 AM Tuesday, March 10 7:15 AM Tuesday, March 10 4:25 PM A solutions focused meeting providing Heads of Digital and Innovation the opportunity to address a specific concern in the privacy of a closed-door session. This is a great opportunity to network and learn from industry peers that are facing the same challenges and opportunities. Around The World is designed with a rotating moderator every 25 minutes to build off of the previous conversation, so you can dive deep into your pain points and hear multiple perspectives on how to address them. In an intimate setting of 15 attendees, these conversations will guide you to finding tactical solutions to your digital innovation struggles. This session is only open to financial services executives. These interactive roundtables will bring together financial services executives with similar challenges. They will have the opportunity to tackle their biggest technology hurdles and learn best practices from one another. This session is only open to financial services executives. Monday, March 9 1:30 PM | 4:05 PM Monday, March 9 1:30 PM Tuesday, March 10 1:45 PM Jump to Events Immersive Learning Opportunities Every Single Day Fireside Chat Remix Sessions Case Study Town Hall Sessions Roundtable Session Around The World Panel Discussion Tech Hub An informal, interview-style session with a chance for the audience to ask questions of a financial services executive. A unique opportunity to mingle and brainstorm with fellow attendees. Get feedback on your ideas and also contribute to other attendees’ ideas and setbacks. This will feature a 10 minute audience discussion in small groups to tackle a related challenge/ opportunity from the preceding presentation or panel. Join us for a detailed presentation that will look at a key digital banking challenge area. These sessions will explore the goals of a specific initiative, how it was executed, and the results. This format will open the floor for attendees to ask questions of a senior financial services executive. The questions will not be prepared ahead of time, so attendees will gain earnest, valuable insights. Connect with fellow digital finance leaders during our informal roundtable discussions. Bring your challenges and you’ll leave with solutions! Around The World is designed with a rotating moderator every 25 minutes to build off of the previous conversation, so you can dive deep into your pain points and hear multiple perspectives. In an intimate setting of 15 attendees, these conversations will guide you to find tactical solutions to your digital innovation struggles. Panel discussions consist of 3-4 panelists and a moderator, featuring 25- 30 minutes of moderated Q&A, followed by 5-10 minutes of Q&A with the audience. Get insights and takeaways from some of the most innovative leaders in finance. Led by a member of our carefully curated speaker faculty, the Digital Finance Tech Hub Workshops will give you the insights you need to implement innovate technology. Come prepared to discuss specific technology implementation challenges with like-minded peers! Jump to Sessions AGENDA DAY ONE Next Gen Digital Transformation and Innovation MAR 09 MON Registration and Networking Breakfast 7:00 am KEYNOTE FIRESIDE CHAT The C-Suite Perspective: Creating A Culture Of Innovation 8:25 am Understanding how innovation will set your organization apart from the competition Fostering internal behaviors that promote creativity and innovation Giving your team the room to be flexible and autonomous Creating internal conditions that are conducive to innovation Dinesh Chopra, Chief Strategy Officer for Ally Financial dives into innovation strategies that will move your organization into the future. In his role at Ally, Chopra has been tasked with furthering Ally’s position as a leader in digital financial services. Leave this keynote session armed with the tools to be not only innovative, but transformative. Understanding how innovation will set your organization apart from the competition. KEYNOTE PANEL DISCUSSION REMIX Embracing Disruption: Preparing For The Future Of Banking 8:50 am Understanding the types of innovation and digital tools you should invest in to keep up with competition Developing meaningful levels of personalization using data and analytics Working alongside risk and compliance departments to keep customer information safe while pushing innovation forward Shaping innovative experiences that add value to the customer and secure your organization’s future The disruption and the influence of industries such as retail and Big Tech continue to make innovation crucial for the financial services industry. Organizations have to take advantage of data, analytics, and emerging technologies in order to keep up with fierce competition and to be future-ready. They have to rethink the traditional banking model to be more customer- centric and to offer experiences powered by advanced technologies such as artificial intelligence, machine learning, and automation. This keynote panel will give you insights from some of the industry’s most innovative leaders. Speakers like Patrick Kelly, First Horizon National’s Chief Digital Officer, will talk about: Jump to Agenda Welcome Remarks & Ice Breaker 8:00 am Olga Rodriguez Program Director Future Digital Finance Chairperson’s Opening Remarks 8:10 am Craig McLaughlin CEO Extractable Dinesh Chopra Chief Strategy Officer Ally Patrick Kelly Chief Digital Officer First Horizon National Corp. Käthe Anchel EVP And Head Of Innovation Umpqua Bank Daniel Daszkiewicz Chief Innovation Officer Alior Bank Senior Executive D3 Banking The first day of the conference delves into innovation and digital transformation case studies, presenting actionable take-aways in an interactive setting with your peers. AGENDA DAY ONE Next Gen Digital Transformation and Innovation MAR 09 MON KEYNOTE TONIGHT! PANEL Shaping An Effective Digital Experience For Today’s Evolving Financial Consumer KEYNOTE CLIENT CASE STUDY Featuring Backbase 10:35 am Using surveys to analyze the features and functionalities that your customers want from your website Identifying fracture points in the customer journey that are causing abandonment Shaping effective web experiences that are up to date and have the features your customer needs is a large part of creating a seamless customer journey. Hear from a panel of industry experts, such as Denise Henn who has been instrumental in developing and launching new capabilities at PNC, including email marketing, search engine optimization and social media. Here you’ll learn about: This special keynote session will take a close look at strategies to unify data and functionality from traditional core systems and new fintech players into a seamless digital customer experience. You’ll leave this session with a deep understanding of how superior digital experiences are essential to stay relevant and rapidly grow your digital business. KEYNOTE PANEL Enhancing Your Relationship With Fintechs 11:20 am Understanding how to overcome the organizational challenges that are part of fintech/bank partnerships Taking through the implications of fintech’s lack of regulation Looking at how the benefits of fintech partnerships can outweigh the obstacles Exceptional client experiences Operational excellence and industry-leading cyber security Building a workforce of the future Many FIs have launched innovation labs to enhance their ability to collaborate with fintech companies. However, effective collaborations are not always an easy task. For some FIs, partnering with fintechs comes with a culture shock, and both groups needs to be sure that their goals are aligned. Hear from speakers such as Melissa Carmichael, whose responsibility it is to build Bremer’s engagement within both the FinTech and AgTech ecosystems; and Johnsoon Cook, a serial entrepreneur, Co-Founder and President & Greenlight Financial Technology. These speakers will tackle the important relationship between financial services and fintech. 11:00 am Jump to Agenda KEYNOTE SOLO PRESENTATION Becoming A Digitally-Enabled Relationship Bank 9:20 am Following its purpose to help clients thrive and communities prosper, Royal Bank of Canada (RBC) is transforming into a digital- first, tech-enabled company. With over 86,000 employees and a long legacy, this is more than an organizational challenge - it’s a mindset shift. In this presentation, Martin Wildberger, EVP, Technology & Innovation, RBC will highlight RBC’s journey to fundamentally change how they work, evolving into an insight-driven organization that focuses on: Morning Networking Break 9:45 am Martin Wildberger EVP, Innovation and Technology RBC Denise Henn SVP, Digital Experience Group Manager PNC Bank Ernesto Boada Chief Technology Officer Western Union Creating a tailored and customized web experience that is streamlined and makes it easy for customers to find what they need Looking at the browsing behavior of your customers on your site to customize their experience Understanding how you can improve digital experiences to meet the needs of today’s consumer Melissa Carmichael Vice President, Strategy & Innovation Bremer Bank Mayank Mishra Managing Director, Global Head Of Digital Channels Citi Johnson Cook President/COO Greenlight Financial Daniel Sanford VP, Digital Strategy And Innovation Wells Fargo Senior Executive Q5ID Senior Executive Backbase March 9–10, 2020 | Miami, FL | futuredigitalfinance.com | 1.888.482.6012 REGISTER AGENDA DAY ONE Next Gen Digital Transformation and Innovation MAR 09 MON Jump to Agenda SPECIAL OUT OF INDUSTRY KEYNOTE PRESENTATION Scoring A Touchdown With Your Customers: Understanding The Importance Of Customer-Centricity For Seamless and Engaging Experiences 12:00 pm You asked for it and we’re delivering! FDF 2020’s special out of industry speaker is Kansas City Chiefs Director of Fan Experience Jayne Martin who serves as the internal “voice of the fan”. She translates their needs internally to help shape the best possible experience across many different touch points. This special presentation will showcase how Jayne is able to understand the customer journey and ensure every interaction is optimized to keep fans returning. This session will show you how an exciting industry is revolutionizing the customer experience so you can do the same for your organization! Bank Tank 12:20 pm The FinTech community is a hotbed for innovation and the sheer volume of tools and solutions being developed can seem overwhelming at times. In this all new Future Digital Finance session we’ve invited emerging FinTech innovators to showcase their promising disruptive technologies. Each company will have 5 minutes to share their technology and 5 minutes of Q&A time. Audience members will vote for their favorite through the event app! Lunch For All Attendees 12:40 pm Private Lunch Hosted by Bold360 by LogMeIn 12:40 pm KEYNOTE CLIENT CASE STUDY Featuring Bold360 by LogMeIn In this session our speaker will take a deep dive into how people connect with each other and the world around them to drive meaningful interactions, deepen relationships, and create better outcomes for individuals and businesses. You’ll learn the importance of people and companies connecting and engaging with their workplace, colleagues, customers and products anywhere, anytime. 11:40 am Jayne Martin Director of Fan Experience Kansas City Chiefs Senior Executive LogMeIn