AT A GLANCE

Sunday, October 3, 2010

3:00 - 8:30 pm
Registration
3:00 - 5:00 pm
Meet the Editors
6:00 - 8:30 pm
Welcome Reception

Monday, October 4, 2010

6:30-7:30 am
Breakfast
7:30 - 7:45 am
Welcome/Introduction
7:45-8:25 am
Multi-Channel on Steroids: Reinventing Customer Experience
Download Presentation - Dan Marks, First Tennessee Bank
8:25-8:50 am
Analytics for Growth - The Holy Grail
Download Presentation - Richard Martino, U.S. Bank
8:50-9:25 am
Payments: The Innovation Crucible?
9:25-9:55 am
How Social Media Could Transform the Banking Business
Download Presentation - Gary Greenwald, Citi Global Transaction Services
10:00 - 10:15 am
Refreshment Break
10:15 - 11:45 am
Sponsor One-on-One Meetings
Noon - 1:00 pm
Lunch
Noon - 6:00 pm
Networking & Recreational Activities
7:00 - 8:00 pm
Bank Systems & Technology's 2010 Elite 8 Awards Cocktail Reception
8:00 - 10:30 pm
Bank Systems & Technology's 2010 Elite 8 Awards Dinner

Tuesday, October 5, 2010

6:30-7:30 am
Breakfast
7:30-8:40 am
Strategic Issues Workshops
8:40-9:10 am
Social Media: Making the Right Choices
Download Presentation - Jacob Jegher, Celent
9:10-10:00 am
Opposites Attract? An Elite 8 and Technology Company Point/Counterpoint
10:00 - 10:15 am
Refreshment Break
10:15 - 11:45 am
Sponsor One-on-One Meetings
Noon - 1:00 pm
Lunch
Noon - 6:00 pm
Networking & Recreational Activities
7:00 - 10:00 pm
Closing Reception

Wednesday, October 6, 2010

Breakfast & Departures

Sunday, October 3, 2010

3:00 - 8:00 pm
Registration
3:00 - 5:00 pm
Meet the Editors

Stop by to meet the BS&T editorial team, bring us up to date on your organization, new initiatives, and your views on the hottest topics in banking technology. Learn about BS&T content opportunities across all media channels.

6:00 - 8:30 pm
Welcome Reception

Monday, October 4, 2010

6:30-7:30 am
Breakfast
7:30 - 7:45 am
Welcome/Introduction
7:45-8:25 am
Multi-Channel on Steroids: Reinventing Customer Experience

Multi-channel delivery isn't new in banking, but it takes on new meaning in an era defined by mobility, social media and non-traditional competition. The branch isn't going away, but coexistence with online channels that are increasingly interactive and feature rich is making performance more complicated. Additionally, customer expectations are changing radically, which is putting considerable pressure on banks to provide better service and experience in a multi-channel world. How are industry leaders building market share and retention in the Web 2.0 world - and doing it profitably?

  • Bringing social media into banking.
  • Responding to evolving demographics, capabilities, priorities.
  • Architecture and standards - key enablers for integration and STP.
  • Privacy and security considerations.

Speakers:
Matt Cincera, Senior Vice President & Business Executive, eCommerce Technology, Bank of America

Dan Marks, Chief Marketing Officer, First Tennessee Bank
View Presentation [pdf]

8:25-8:50 am
Analytics for Growth - The Holy Grail

The value of analytics in areas such as risk management and financial modeling has been recognized and embraced for some time, but banks have not yet realized the potential to leverage analytics' capabilities for marketing, pricing and product development - in otherwise, to drive growth. Yet with many solutions providers declaring 2010 "The Year of Analytics," it may finally be possible to really drill into customer, market and risk information for targeted and much more profitable product and channel development. What is the state of the art in analytics, and are financial institutions ready to capitalize on it?

  • The rise of enterprise analytics.
  • Creating analytics "centers of competence" - and getting results.
  • New roles, responsibilities and lines of command in analytics-driven organizations.
  • Leveraging existing investments in risk and compliance-related analytics.

Speaker:
Richard Martino, Senior Vice President, Market Analytics & Performance Solutions, U.S. Bank
View Presentation [pdf]

8:50-9:25 am
Payments: The Innovation Crucible?

Even as many areas of the financial services business lagged, payments has stayed hot. Whether it involves new ways of handling high-value payments for corporate customers, developing new card-based options, expanding e-payments or developing the emerging mobile channel, payments continues to offer banks a way to differentiate via service, efficiency, accuracy and customization. Still, with an onslaught of new competitors, an uncertain regulatory environment, and an array of security-related challenges, banks have to figure out how to keep the innovation going amid risks of commoditization and revenue loss. What are the payments game-changers of tomorrow and how can banks capitalize on these opportunities?

  • The prospects for mobile payments.
  • Identifying revenue opportunities.
  • Keeping corporate clients happy.
  • Peer-to-Peer predictions.
  • Implications of new regulation.

Speaker:
Pradeep Moudgal, Managing Director, Cash Management Product Development & Global Services, Silicon Valley Bank

9:25-9:55 am
How Social Media Could Transform the Banking Business

Whether you consider Facebook, Twitter and other social networking sites to be entertainment, time-wasters or useful business solutions, no banker can afford to ignore the power of social media. On the plus side leveraging social media can help in recruiting, collaboration, marketing and market research. The downside has to do with security and reputational risks, distractions and compliance issues. How are innovative organizations dealing with the cultural and regulatory challenges of Web 2.0 - and what are the take-aways for banking?

  • Web 2.0 marketing - risks and rewards.
  • Wooing the Millinnials - how to use social media the right way.
  • Web 2.0-based distribution - what works?
  • The future of social media.

Speaker:
Gary Greenwald, Chief Innovation Officer, Citi Global Transaction Services
View Presentation [pdf]

10:00 - 10:15 am
Refreshment Break
10:15 - 11:45 am
Sponsor One-on-One Meetings
Noon - 1:00 pm
Lunch
Noon - 6:00 pm
Networking & Recreational Activities
7:00 - 8:00 pm
Bank Systems & Technology's 2010 Elite 8 Awards Cocktail Reception
8:00 - 10:30 pm
Bank Systems & Technology's 2010 Elite 8 Awards Dinner

Tuesday, October 5, 2010

6:30-7:30 am
Breakfast
7:30-8:40 am
Strategic Issues Roundtables

Join with your peers to debate some of the hottest issues in the industry today. In these informal workshop groups you will share war stories, make contacts, brainstorm and learn with other executives who share your concerns on key strategic and technology issues. Topics to include:

  • Core Systems – Is Now the Time for Transformation?
    Moderated by: Mary Madden, Senior Vice President, Business Development, Polaris Software Labs Ltd and and Kathy Burger, Editorial Director, Bank Systems & Technology
  • Cloud Computing’s Potential in Banking
    Moderated by: Norman Jones, CEO, WealthTouch and and Penny Crosman, Executive Editor, Bank Systems & Technology
  • Customer Experience – Beyond the Buzzwords
    Moderated by: Tom Clayton, Industry Leader, Financial Services & Insurance, Enterprise Software, HP and Matt Gunn, Associate Editor, Bank Systems & Technology
  • Data Everywhere – Taking Information Management to the Next Level
    Moderated by: Pat Ryan, VP, Sales – Financial Services, Sterling Commerce and Greg MacSweeney, Editorial Director, InformationWeek Financial Services
  • Mastering Mobile
    Moderated by: Neal Keene, SVP Product Evangelism, Thunderhead and Fritz Nelson, VP and Editorial Director, InformationWeek
  • The Path to Business Process Improvement
    Moderated by: Bill Hewitt, CEO, Kalido and Scott Vaughan, CMO, UBM TechWeb

8:40-9:10 am
Social Media: Making the Right Choices

The online world is constantly buzzing with new trends and activities. Making sense and interacting with the dizzying array of options is a challenge-one that many consumers embrace, but many banks struggle with. Many banks are still choosing to ignore social media; others are dabbling in it; and a few are going full force. Whether banks like it or not, social media is part of the online world and must be addressed. The days of pushing data and information out to the consumer are over. It's now a two-way street, and banks should capitalize on the stream of data, information, and interactivity that is headed their way. This interactive session will address key social media conundrums including:

  • Should social media be tied to business goals or emphasize a channel (e.g. Facebook, Twitter)?
  • How can banks collaborate with legal and compliance groups?
  • How to measure the business impact of social media?
  • How to implement guidelines for employees to engage?
  • Who should be responsible for social media initiatives?

Speaker:
Jacob Jegher, Senior Analyst, Banking, Celent
View Presentation [pdf]

9:10-10:00 am
Opposites Attract? An Elite 8 and Technology Company Point/Counterpoint

Whether times are bad or good, getting the most out of IT investments and infrastructure is always a top priority - which puts cultivating productive relationships between bankers and their solutions providers at the top of any smart executive's agenda. Still, the requirements and challenges faced during recession and crisis are not necessarily the same as in times of growth, which means that banks and technology companies may not always be on the same page in terms of investment, project management, or governance. In this interactive session, 2010 Elite 8 executives face off against executives from some of the bank technology industry's most innovative companies to address some of the most controversial and challenging issues facing the industry, including:

  • 2011 IT budget forecasts - where is the spending going, and does this make sense?
  • Underestimated vs. overhyped technologies.
  • Investing for growth.
  • What is "the next big thing" in banking technology?

10:00 - 10:15 am
Refreshment Break
10:15 - 11:45 am
Sponsor One-on-One Meetings
Noon - 1:00 pm
Lunch
Noon - 6:00 pm
Networking & Recreational Activities
7:00 - 10:00 pm
Closing Reception



Wednesday, October 6, 2010

 
Breakfast & Departures