• October 2, 2011

    3:00 pm - 5:00 pm
    Meet the Editors
    Stop by to meet the BS&T editorial team, bring us up to date on your organization, and let us know about new initiatives and your thoughts about the hot topics in banking technology. Learn about BS&T content opportunities across all media channels.
    3:30 pm - 8:30 pm
    Registration
    6:00 pm - 8:30 pm
    Welcome Reception

    October 3, 2011

    6:30 am - 7:30 am
    Breakfast
    7:30 am - 7:45 am
    Welcome/Introduction: How Will We Drive Growth in Today's Banking Industry?
    Speaker
    Katherine Burger, Editorial Director, Bank Systems & Technology
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    7:45 am - 8:20 am
    Mobile Game Changers
    Not only is mobile the fastest-growing channel in banking, the technology itself is evolving just as rapidly. Apps, platforms, standards, user expectations — all are moving targets that present banks with tremendous opportunities to build customer loyalty, satisfaction and profitability. Inevitably, there also are numerous security, financial and operational risks that come with betting on the online channel. Still, no bank looking to build market share can afford to ignore the mobile channel. Hear from some of the most innovative mobile game changers in banking how their strategies are evolving, what they think is the next phase of mobile banking, and how they plan to maintain competitive advantage in this space.
    • Next-gen mobile banking — key apps and functionality.
    • Is the time right for mobile payments?
    • Targeting new m-banking customers — corporate customers, the underbanked, untapped demographics.
    • The global perspective — who's leading the way?
    Speakers
    Jim Gifas, Executive Vice President and Head of GTS Solutions U.S., Citizens Financial Group, RBS Citizens
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    Andres Wolberg-Stok, SVP, Director of Mobile and Emerging Technologies Strategy, North America Consumer Banking, Citi
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    8:20 am - 8:45 am
    Mastering the New Multi-Channel Delivery Paradigm
    Banks are striving to master an increasingly complex multi-channel delivery model that combines long-established channels such as the branch and ATMs with online and mobile. It's not just about deploying new tools and capabilities. At the same time, the economics of multi-channel are more challenging than ever, especially with new regulatory restrictions on fees and new requirements relating to product development and customer communications. Is now the right time to reinvest in branches, or should banks be focusing resources and innovation on emerging channels? How can banks cost effectively manage multiple channels, and how can they improve the profitability of all channels? Find out from a market leader about the technologies and strategies that are enhancing the performance of all channels and providing a consistent and quality "anywhere, anytime, any channel" experience.
    • State-of-the-art branches — time for a rebirth?
    • How customer analytics are shaping delivery strategies.
    • Understanding the economics of multi-channel.
    • Are core systems up to the multi-channel challenge?
    Speaker
    Colin Eccles, EVP & CIO, Umpqua Bank
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    8:45 am - 9:15 am
    Transforming the IT Organization to Drive Growth
    It's easy to give lip service to the concept of IT transformation, but a true redefinition of IT's role in driving growth, compliance and customer loyalty requires more than rhetoric (or budget increases) — it takes courage, vision and creativity. Get the inside story of how the IT organization at one highly effective financial institution has become a critical partner to the business in creating and executing on growth opportunities, along with eliminating inefficiencies and enhancing profitability.
    • Execution and accountability — creating the transparent IT organization.
    • Assessing and deploying new platforms and computing models, including cloud computing.
    • Key challenges and lessons learned — best practices for transformation.
    • Building the banking IT workforce of the future.
    Speaker
    Fred Cook, CIO, North Shore Credit Union
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    9:15 am - 10:00 am
    Keynote: Under Pressure -- Banking IT's Role in Responding to the Compliance Challenge
    When the regulators speak, CEOs and compliance officers may ask questions, but ultimately it falls to CIOs and their IT organizations to implement the tools and solutions that enable their organizations to respond to new rules and requirements. That responsibility has never been more demanding than in the current environment, as bank technology executives are charged with implementing systems that will help their companies address a myriad of new reporting, analysis and performance requirements. Hear from a regulatory expert about what the current wave of financial services regulation means for bank IT organizations, and get a preview of what's to come on the regulatory front.
    • How CIOs can add value to compliance efforts.
    • Is it really possible to leveraging compliance investments?
    • Preparing for the next round of regulation.
    Keynote
    Kevin L. Petrasic, Partner, Global Banking Practice, Paul Hastings LLP
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    10:00 am - 10:15 am
    Refreshment Break
    10:15 am - 11:45 am
    One-on-One Sponsor Meetings
    12:00 pm - 1:00 pm
    Lunch
    1:00 pm - 6:00 pm
    Networking & Recreational Activities
    7:00 pm - 8:00 pm
    Bank Systems & Technology's 2011 Elite 8 Awards Cocktail Reception
    8:00 pm - 10:30 pm
    Bank Systems & Technology's 2011 Elite 8 Awards Ceremony & Dinner

    October 4, 2011

    6:30 am - 7:30 am
    Breakfast
    7:30 am - 8:40 am
    Strategic Issues Roundtables
    Join with your peers to debate some of the most urgent issues in the banking industry today. In these informal discussion groups you will share war stories, make contacts, brainstorm and learn from other banking executives who share your concerns on key strategic and technology issues.
    • Security Challenges: Dealing with FFIEC, Wikileaks, Fraud and More
    • Customer Experience: The Realities Beyond the Buzzwords
    • Core Systems Transformation Success Factors
    • Rethinking the Data Center in the Era of Virtualization, Cloud, SaaS and Outsourcing
    • The Mobile Revolution: Winners, Losers and What's Next?
    • Confronting the Big Data Era: Reaping the Payoff on BI, Analytics and Data Management Investments
    8:40 am - 9:15 am
    Industry Insights: The Future Vision of Banking IT
    What will the banking IT organizations of the future look like? Will there even be dedicated IT organizations, or will technology be so pervasive in the enterprise that there is no distinction between the business and IT? How will an uncertain regulatory environment, changing demographics and new means of communications and collaboration shape not only the ways banks interact with their customers, but the nature of the financial services workforce as well? Bank Systems & Technology presents the results of an exclusive research study that reveals where CIOs and other senior banking execs think the industry is going and what the key issues for 2012 will be.
    • Spending forecasts and budget outlook.
    • Assessing the competition.
    • Hot technologies -- what's hype, what's reality?
    • Redefining the CIO role.
    Moderators
    Katherine Burger, Editorial Director, Bank Systems & Technology
    Jacob Jegher, Senior Analyst Banking, Celent
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    9:15 am - 10:00 am
    Elite 8 Point/Counterpoint: Confronting the Challenges Ahead
    Tech spending is on the upswing, but are banks getting the results they expect? Technology capabilities are expanding and vendors are offering a range of modern solutions based on more open and cost-effective architectures, but do bankers have realistic expectations about implementation and ROI? As the industry emerges from the financial crisis and refocuses on growth, there are new opportunities for financial institutions and vendors to work together to achieve a higher level of performance and service -- what are the obstacles to achieving this kind of win-win scenario? In this interactive session, 2011 Elite 8 executives face off against executives from some of the bank technology industry's most innovative companies to address some of the key challenges and issues facing the industry, including:
    • 2012 IT budget forecasts -- where is the spending going, and does this make sense?
    • What is "the next big thing" in banking technology?
    • Rethinking the RFP process for better results.
    • How to achieve and maintain competitive differentiation.
    Moderator
    Jacob Jegher, Senior Analyst Banking, Celent
    10:00 am - 10:15 am
    Refreshment Break
    10:15 am - 11:45 am
    One-on-One Sponsor Meetings
    12:00 pm - 1:00 pm
    Lunch
    12:00 pm - 6:00 pm
    Networking & Recreational Activities
    7:00 pm - 10:00 pm
    Closing Reception

    October 5, 2011

    10:00 am - 12:00 am
    Breakfast & Departures
    








  
	

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