|Jennifer AtkinsSenior Vice President and Head of Digital Sales and MarketingWells Fargo BankJennifer Atkins is Senior Vice President and Head of Digital Sales and Marketing for Wells Fargo’s Digital Channels Group (DCG). In her role, Jennifer is responsible for sales and marketing activities for consumer and small-business traditional products and services through Wells Fargo’s online, email, 3rd party, and mobile channels. She is also responsible for the acquisition, activation, and retention of online customers including online services such as mobile banking, electronic payments, and electronic documents. In addition, she is the co-sponsor of the multi-channel revenue initiative across the Wells Fargo Community Bank.|
Previously, Jennifer was the Traditional Product Sales and Marketing Lead for DCG, where she managed an online sales and marketing team that partners with consumer and small business deposit, credit, investment, and insurance groups to drive sales and revenue through Wells Fargo’s digital channels.
Prior to that, Jennifer managed Online Marketing Strategy and Execution for DCG. In her role, Jennifer managed traditional product marketing strategy, campaign design, and execution. She also managed marketing operations and channel governance for email and onsite marketing on wellsfargo.com.
Jennifer joined Wells Fargo in 2005 as the Marketing Decision Support team lead, and was responsible for marketing execution and operations for the email channel, ad-hoc analysis and predictive modeling.
In each of her roles, Jennifer has excelled in creating and executing multi-faceted marketing programs that consistently deliver impressive results, ultimately driving Wells Fargo’s sales and revenue. Jennifer has more than twenty years of direct marketing experience, fifteen of which were focused on online channels. Her leadership, marketing expertise and dedication to excellence are apparent in the results yielded from each of her teams.
Jennifer began her career in management and technology consulting with Accenture as Associate Partner. She graduated from Stanford University, with a BS and MS in Industrial Engineering.
|Gwenn BézardCo-Founder & Research DirectorAite GroupGwenn Bézard is a co-founder and research director at Aite Group, managing the firm's banking & payments and insurance practices. His recent work has focused on innovation in payments, the technology needs and priorities of billers, banks and merchant acquirers, and an evaluation of IT services firms' performance in financial services.|
As an established thought leader on payments and retail banking issues, Mr. Bézard has presented at numerous industry events including PayPal Innovate, NACHA Payments, InComm Partner Alliance, Federal Reserve of Kansas City, SWIFT business forum, and BAI. He has been extensively quoted in the mainstream press, including The New York Times, The Wall Street Journal, The Economist, Forbes, and USA Today, as well as banking trade publications including American Banker and U.S. Banker.
Mr. Bézard has 15 years of experience in assisting financial institutions, payment companies, and technology vendors with advisory services and strategy consulting. Prior to joining Aite Group, he was a senior analyst within Celent's banking group, where he helped build an industry-leading payments practice. Before that, Mr. Bézard was with BNP Paribas, where he headed the research team of L'Atelier, the bank's technology and Internet intelligence division. He also served as an analyst at Plénitudes, a management consulting firm that specializes in change management.
Mr. Bézard holds a Maîtrise degree in contemporary history from the University Rennes II, France, and is fluent in English and French.
|Andy HernandezExecutive Vice President, ChannelsBBVA CompassMr. Hernandez has 23 years experience in the financial services industry, primarily in retail banking. His direct experience includes delivery channels, operations, sales, business development, product development and talent acquisition. Focus areas include ATMs, online banking, call centers, mobile banking and payments. |
Currently, Mr. Hernandez is Executive Vice President at BBVA Compass in the Channels organization. He is based in Birmingham, Alabama. He held various roles at Wachovia Bank, most notably COO of Distribution in Wachovia’s General Banking Group. At Bank of America he held leadership roles in eCommerce. He started his banking career in ATM sales with NCR Corporation.
Mr. Hernandez is a member of the Consumer Bankers Association Emerging Channels Committee. He holds a Bachelor of Science degree in Business Administration and Computer Science, with honors, from the University of Florida.
BBVA Compass ranks among the top 20 largest U.S. commercial banks based on deposit market share and is a subsidiary of BBVA, an international financial services group with approximately $800 billion in total assets, 50 million clients, 7,400 branches and approximately 111,000 employees in more than 30 countries.
|Donald MorrisonSenior Vice President, Head - Banking & Capital MarketsMphasiSDon heads the MphasiS Banking and Capital Markets division with more than two decades of experience in the Global Financial Services Industry with expertise in leading and managing Financial Institutions, Clients, Consultants and Software Companies. Don’s vast experience includes Vertex Business Services where he was Head - Global Financial Service Consulting, responsible for transforming the global market, creating and introducing Performance Marketing and Business Process Utilities.|
Prior to Vertex Group, Don led Ignite Sales, Inc. as the Interim-CEO. Through his career, Don has been associated with Virchow Krause & Company, LLP, West Monroe Partners, LLC, Kanbay Inc. (now acquired by Capgemini), Intuit Inc., Cornerstone Bank, Union Planters, Compass Bank and Ameritrust Bank.
Don holds a B.S. Degree in Finance from Arkansas State University and a Graduate Degree in Banking from the Graduate School of Banking of the South.
|Bob PuccinelliDirector of Global Financial Services, Information Intelligence Group (IIG)EMC CorporationBob Puccinelli is the Director of Global Financial Services for the Information Intelligence Group (IIG) at EMC Corporation. Bob brings over 20 years experience in the Enterprise Software solutions arena. In his current role, Bob is responsible for helping drive EMC’s IIG solution strategy in the Financial Services vertical focusing primarily on bringing industry solutions to market. Prior to EMC, Bob was the Director of Marketing for the AWD division of DST Technologies and was a Co-founder of Lighthouse Consulting Group.|
Over the past 20 years, Bob has held a variety of positions in the business process management (BPM) and Enterprise Content Management (ECM) markets, including industry analyst, business consultant, and strategic marketer. He is a well-known industry speaker on various BPM, ECM and knowledge management topics and has published a number of articles on technology trends, components, practical applications, and the business benefits of enterprise software.
|David SaulSenior Vice President & Chief ScientistState Street CorporationDavid Saul is Senior Vice President and Chief Scientist at State Street Corporation, reporting to the Chief Information Officer. His responsibilities are to propose and assess new advanced technologies for the organization as well as to evaluate technologies already in use at State Street and their likely evolution in order to reinforce the organization’s leadership position in financial services.|
Saul previously was Chief Information Security Officer where he oversaw State Street’s corporate information security program, controls and technology. Prior to that position, he managed State Street’s Office of Architecture, responsible for the overall enterprise technology, data and security architecture of this large multi-national financial services corporation.
Saul joined State Street in 1992 after fifteen years with IBM’s Cambridge Scientific Center where he managed innovations in operating systems virtualization, multiprocessing, networking and personal computers.
He holds Bachelors and Masters Degrees from the Massachusetts Institute of Technology.
Saul serves as a Trustee of the Massachusetts Eye and Ear Infirmary.
In 2007 he was honored with a Computerworld Premier 100 IT Leader Award.
|David SchiffDirectorPricewaterhouseCoopers (PwC)David Schiff, a Director with PricewaterhouseCoopers’ (PwC) Financial Services Advisory practice, is an experienced strategist working to transform financial services companies through increased focus on the customer. He has spent over ten years advising senior level executives on transformational initiatives to align organizational, operational and technological priorities with strategic customer needs, mobilizing companies for large-scale change to grow revenue and reduce expenses. |
David’s experience includes articulating multi-year strategic plans – with an emphasis on product development and multi-channel optimization – and their supporting governance models; defining innovation management strategies to enhance focused ideation; driving refined business design and associated organizational restructuring efforts; defining and implementing strategies to create an information advantage; optimizing workflow and resource management strategies; and leading complex programs.
|Nancy J. Stephens, Ph.D.Associate Professor of Marketing and Faculty Director of the Services Leadership Institute, W. P. Carey School of BusinessArizona State UniversityNancy J. Stephens is Associate Professor of Marketing at the W. P. Carey School of Business at Arizona State University. She is Faculty Director of the W. P. Carey Services Leadership Certificate, an online executive education program. |
Nancy teaches marketing management to working adult students in the Evening and Online MBA programs. She is a regular visiting faculty member at the Shanghai University of Finance & Economics in China. In 2006, she won Best Foreign Professor Award at the school.
Nancy’s research interests center on services management, consumer behavior. Her latest papers are entitled, “Beliefs of Chinese Buyers of Pirated Goods” (forthcoming, Journal of Consumer Behaviour) and “Attracting Working Adult Students with a High Satisfaction Strategy: A Case Study” (Proceedings of the AMA Symposium for the Marketing of Higher Education). Nancy has published many academic papers in journals and conference proceedings, including Journal of Marketing Research, Psychology and Marketing, Journal of Advertising and others.
Nancy received her Ph.D. from the University of Texas at Austin and her B.S. (with Honors) and M.S. degrees from the University of Illinois at Urbana.
|Katherine BurgerEditorial DirectorBank Systems & Technology@KathyBurgerKatherine Burger is Editorial Director of Bank Systems & Technology and Insurance & Technology, members of UBM TechWeb's InformationWeek Financial Services. She assumed leadership of Bank Systems & Technology in 2003 and of Insurance & Technology in 1991. In addition to directing the editorial strategy of both brands, Kathy is charged with the creation and development of new products, editorial supplements, special publications and live and online events including BS&T's Executive Summit, I&T's Executive Summit, Webcasts, live custom events and executive roundtables. Kathy is a frequent speaker/moderator at financial services industry conferences, and also has presented at a number of technology company user group and sales force events, as well as numerous Webcasts sponsored by industry leaders. She is a graduate of Carleton College.|
|Greg MacSweeneyEditorial DirectorInformationWeek Financial Services@gmacsweeneyGreg MacSweeney has covered technology for the past eleven years, mostly in financial services. A frequent moderator and speaker at industry events, Greg is currently Editor-in-Chief of Wall Street & Technology, a UBM TechWeb media property. Prior to joining Wall Street & Technology, Greg also worked for Insurance & Technology and Bank Systems & Technology, both UBM TechWeb publications. In addition, He covered technology for buy-side institutional investment organizations at Global Investment Technology, a biweekly news magazine. During his career Greg also covered automation technology and enterprise applications for the manufacturing industry while he was managing editor for Managing Automation Magazine, a Thomas Publishing Co. publication.|
|Bryan YurcanAssociate EditorBank Systems & Technology@BryanYurcanBryan Yurcan is associate editor for Bank Systems and Technology. He has worked in various editorial capacities for newspapers and magazines for the past 8 years. After beginning his career as a municipal and courts reporter for daily newspapers in upstate New York, Bryan has written for business journals and various financial and business B2B publications. At BS&T, Bryan is responsible for writing web stories and helping with the management of the daily newsletter, as well as researching and writing longer pieces for our digital and print issues.|
We welcome your suggestions for speakers. If you would like to suggest yourself or someone else as a potential speaker, please e-mail the following information to Kathy Burger, Editorial Director, Bank Systems & Technology, email@example.com: