Bank Systems & Technology
2007 Summit Program Guide
Sunday, October 19
2:00 pm - 5:00 pm Summit Registration
3:00 pm - 5:00 pm Meet the Editors
6:30 pm - 9:00 pm Welcome Reception
Monday, October 20
6:30 am - 7:30 am Breakfast
7:30 am - 7:45 am Welcome & Introduction
7:45 am - 8:30 am How Web 2.0 Will Transform Banking
8:30 am - 9:00 am The Underbanked: Big Risk or Bigger Opportunity?
9:00 am - 9:30 am Lessons from the Credit Crisis: Rethinking Risk
9:30 am - 10:00 am Keynote: Reinventing Financial Services
10:00 am - 10:15 am Refreshment Break
10:15 am - 11:45 am One-on-One Sponsor Meetings
Noon - 1:00 pm Lunch
Noon - 6:00 pm Golf Tournament & Spa Treatments
6:30 pm - 8:00 pm Photography Studio
7:00 pm - 8:00 pm “Bank Systems & Technology's 2008 Elite 8”
Awards Cocktail Reception
8:00 pm - 11:00 pm “Bank Systems & Technology's 2008 Elite 8”
Awards Dinner
Tuesday, October 21
6:30 am - 7:30 am Breakfast
7:30 am - 8:30 am Special Interest Roundtables
8:30 am - 9:15 am Mobile Banking Reality Check
9:15 am - 10:00 am Get To The Point!
10:00 am - 10:15 am Refreshment Break
10:15 am - 11:45 am One-on-One Sponsor Meetings
Noon - 1:00 pm Lunch
Noon - 6:00 pm Golf Tournament & Spa Treatments
7:00 pm - 10:00 pm Closing Reception
Wednesday, October 22
  Breakfast & Departures
Sunday, October 19
2:00 pm - 5:00 pm Summit Registration
3:00 pm - 5:00 pm Meet the Editors
Stop by and meet the Bank Systems & Technology editorial team in an informal setting. Find out who covers what, upcoming features, and let the editors know what's going on at your organization.
6:30 pm - 9:00 pm Welcome Reception




Monday, October 20
6:30 am - 7:30 am Breakfast
7:30 am - 7:45 am Welcome & Introduction
Kathy Burger, Editorial Director, Bank Systems & Technology
7:45 am - 8:30 am How Web 2.0 Will Transform Banking
What can the banking industry learn from Web 2.0? Explore the potential marketing and collaboration applications of emerging technologies, including social networking, blogs, internal wikis and virtual communities. What are the implications of next-generation Internet-based technology for customers and the ways they select and deal with financial services providers? Pioneering banks that are rolling out Web 2.0-based initiatives offer insights into their goals, successes, and lessons learned.
  • From e-business to "me-business" — what it means for banks.
  • Building and serving communities.
  • Security and data protection considerations.
  • Understanding the potential of rich-media Internet sites.
  • Learning from Web 2.0-savvy businesses outside of banking.

Speakers:
Margaret Weichert, e-commerce/ATM Business Development and Planning Executive, Bank of America
Anita Sands, Managing Director and Head of Transformation Management, Citi
8:30 am - 9:00 am The Underbanked: Big Risk or Bigger Opportunity?
Banks — and their competitors — are becoming increasingly aggressive in their marketing and outreach to underbanked consumers, targeting them with an array of products (including mortgages, check-cashing, stored-value cards and remittances) and also investing in alternative channels — particularly mobile banking/payments — to reach them. But it takes more than jumping on the bandwagon to find success and profits in this evolving market. What are the specific technology requirements to effectively deliver and support banking products for the underbanked, and what kinds of risks come with going after this business? Some of the emerging leaders provide a roadmap — and reality check.
  • The role of the mobile channel.
  • Segmenting the underbanked - different needs and products for different regions, age groups, incomes?
  • Using alternative data for credit decisioning.
  • Core systems requirements.
  • Security, fraud and identity authentication considerations.

Speakers:
Peter Bladin, Director, Grameen Technology Center & Vice President, Grameen Foundation
Jennifer Tescher, Director, The Center for Financial Services Innovation (CFSI)
9:00 am - 9:30 am Lessons from the Credit Crisis: Rethinking Risk
As banks of all sizes pick up the pieces and attempt to regroup from the recent turmoil in the global credit markets, one of the most pressing questions to be addressed is this: Why didn't the sophisticated, computerized risk and pricing models that banks use to predict returns and risk on everything from new mortgage customers to complex derivatives help them avert the subprime mortgage mess? Where were the weak links in banks' lending and risk management processes - was it operational/technology based, or more about culture and management? Industry experts debate the causes and remedies of the credit crisis, and analyze strategies banks should adopt going forward.
  • Assessing the capabilities — and limitations — of analytics and modeling/forecasting tools.
  • Changing banks' risk management technology and procedures — culture or technology?
  • Regulatory/compliance outlook; Basel II update.

Speaker:
Doug McKibben, Research Vice President, Enterprise Risk, Gartner
9:30 am - 10:00 am Keynote: Reinventing Financial Services
Not since the pre-Gramm Leach Bliley days have banks faced so many disintermediation and nontraditional competitive challenges. A number of innovative emerging players are threatening the status quo with ventures in areas such as peer-to-peer lending, payments and mobile banking. At the same time, enabled by technology, consumer and corporate customers are seeking alternatives and better ways to meet their financial needs. The CEO of Zopa USA, which is leading the way in the hot area of P2P lending, will discuss how the new competitors are redefining the financial services marketplace, and how to distinguish between the hype and realities of these challengers.
  • Capitalizing on the consumerization of technology.
  • Identifying new stakeholders and partners.
  • The promise of social media.
  • Why banks are vulnerable; the prospects of disintermediation.
  • Leadership requirements for the new era of financial services competition.

Speaker:
Douglas Dolton, Global CEO, Zopa
10:00 am - 10:15 am Refreshment Break
10:15 am - 11:45 am One-on-One Sponsor Meetings
Noon - 1:00 pm Lunch
Noon - 6:00 pm Golf Tournament & Spa Treatments
6:30 pm - 8:00 pm Photography Studio
7:00 pm - 8:00 pm “Bank Systems & Technology's 2008 Elite 8”
Awards Cocktail Reception
8:00 pm - 11:00 pm “Bank Systems & Technology's 2008 Elite 8”
Awards Dinner
Tuesday, October 21
6:30 am - 7:30 am Breakfast
7:30 am - 8:30 am Special Interest Roundtables
In these informal discussion groups you will share war stories, make contacts, brainstorm and learn with other executives who share your concerns on key strategic and technology issues. Possible discussion topics include:
  • Workforce
  • Mobile Security
  • Channel Maximization
  • Compliance
  • Core Systems Transformation
  • Lending Processes
  • Payments
8:30 am - 9:15 am Mobile Banking Reality Check
After years of false starts and overblown promises, the mobile channel finally appears to be real in banking. But even as an increasing number of financial institutions pursue mobile banking and payments initiatives, questions remain over which delivery model is best, whether consumers really want the service and how banks can realize a return on their investments. What are the lessons to be learned from the current round of pilots, partnerships and product launches? Some of mobile banking's pioneers discuss what it will take for this channel to realize its promise of attracting new customers and providing competitive advantage.
  • Who's calling the shots — banks, telecom carriers, application vendors — or none of the above?
  • Addressing security concerns.
  • Assessing mobile banking platform options.
  • Success factors — getting to the next stage of mobile banking and payments.

Speakers:
Michael Lindsey, SVP, Retail Banking Division, BancorpSouth
Lindsay Soergel, SVP, Channel Technologies Enterprise Information Systems, SunTrust Bank
9:15 am - 10:00 am Get To The Point!
A lively, fast-moving debate on the hottest topics in banking, featuring two of this year's "Bank Systems & Technology’s 2008 Elite 8" honorees.
10:00 am - 10:15 am Refreshment Break
10:15 am - 11:45 am One-on-One Sponsor Meetings
Noon - 1:00 pm Lunch
Noon - 6:00 pm Golf Tournament & Spa Treatments
7:00 pm - 10:00 pm Closing Reception
Wednesday, October 22
  Breakfast & Departures





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