• 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
    Andres Wolberg-Stok, SVP, Director of Mobile and Emerging Technologies Strategy, North America Consumer Banking, Citi
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    Jim Gifas, Executive Vice President and Head of GTS Solutions U.S., Citizens Financial Group, RBS Citizens
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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