2018 Agenda

Monday, March 5

9:15am Registration Opens





1:00pm - 1:15pm Opening Remarks





1:15pm - 2:15pm Session One: Panel - Founders Debate on the Strategy for Future Banking


  • Where are the opportunities and dead ends in products, services -- or financial services bureaucracy?
  • How can the fintech ecosystem be more vibrant and responsive?
  • Getting beyond the current lull in fintech innovation to spur better product development
Panelists: Nick Farrow, Co-Founder and Chief Executive Officer, Finspace Lindsay Holden, Co-Founder and Chief Executive Officer, Long Game Ken Kruszka, Founder and Chief Executive Officer, SnapCheck Peggy Mangot, Senior Vice President, Innovation, Wells Fargo Moderator: Phil Ryan, Senior Editor, Bank Innovation
Sponsored By:




2:15pm - 2:45pm Session Two: Fireside Chat


Banking is becoming more distributed, moving beyond mobile into the internet-enabled devices known as the Internet of Things. How will customers interact with these endpoints, and how are institutions preparing for this future? And what are the strategies for overcoming the challenges arising in IoT around security, authentication, and account takeovers? This top Visa executive will take on key market dynamics around IoT and the future of banking in a fireside chat and take questions from the audience. Featuring: Avin Arumugam, Senior Vice President, Internet of Things, Visa Moderator: Phil Ryan, Senior Editor, Bank Innovation




4:00pm - 4:30pm Session Four: Fireside Chat


The greatest blockchain opportunity for financial services may rest in enterprise soluctions, and Chain is at the forefront of building that blockchain infrastructe. But how can the financial services sector get beyond the novelty phase of blockchain and make it a true contributor to ROI, improving efficiency and acting as a basis for new product development? Chain's co-founder and CEO will share insights from the trenches of enterprise blockchain development now in a fireside chat. Featuring: Adam Ludwin, Co-Founder and Chief Executive Officer, Chain Moderator: Phil Ryan, Senior Editor, Bank Innovation




2:45pm - 3:30pm Afternoon Break


Sponsored By:




3:30pm - 4:00pm Session Three: Presentation: The Kernels of Future Banking Trends: How to Make a Platform Strategy Work


  • Finding more than just transaction-by-transaction business
  • Overcoming the technical challenges of building a banking platform
  • Implications for sales & marketing
Presenter: Oren Goldschmidt, President, Pivotus Ventures Moderator: Phil Ryan, Senior Editor, Bank Innovation Sponsored by:




10:00am - 11:30am Pre-Conference Workshop


The Mechanics of a Successful Innovation Team Innovation teams at financial services companies are everywhere today. But how many of those units are seamlessly plugged into lines of business to allow for the rapid development, testing and integration (or discarding) of innovative ideas, whether those ideas come from partners or the venture’s own team? Precious few. This workshop will bring you battle-tested knowledge from the fintech and innovation trenches to help advance your innovation group so that it is capable of iterating on internal and external innovation initiatives – or to improve on an existing program.





Tuesday, March 6

8:00am Networking Breakfast


Sponsored by:





DEMOvation Track

9:15am - 10:00am DEMOvation Session One


Demoing Companies:

  • Abe AI
  • Checkbook
  • Denoti
  • Nuggets




9:05am - 9:15am Bank-Fintech Partnerships: A Case Study


Jane Barratt, Chief Executive Officer of GoldBean, and Josh Rowland, Chief Executive Officer of Lead Bank, discuss innovation strategies for smaller banks, with a focus on bank-fintech partnerships. Presenters: Jane Barratt, Founder and Chief Executive Officer, GoldBean Josh Rowland, Chief Executive Officer and Vice Chairman, Lead Bank




10:45am - 11:30am DEMOvation Session Two


Demoing Companies:

  • Active.AI
  • BizNOW
  • Clinc
  • Validis




11:45am - 12:30pm DEMOvation Session Three


Demoing Companies:

  • Baton Systems
  • Hoard Invest
  • Kony
  • PrivaKey, Inc.




10:00am - 10:45am Morning Break


Sponsored by:




DEMOvation Challenge


During this session, we’ll have demos of new technologies from the startups that win slots in our DEMOvation Challenge, as determined by a team of judges, and other industry technology providers. Demos are judged for a "best in show" award to be voted on by attendees. DEMOvation Judges: Brad Leimer, Managing Director and Head of Fintech Strategy, Explorer Advisory & Capital Ryan Gilbert, General Partner, Propel Venture Partners Scarlett Sieber, Vice President, USAA Labs, USAA Matt Wilcox, Senior Vice President, Marketing Strategy and Innovation, Fiserv





Monday, March 5

9:15am Registration Opens





1:00pm - 1:15pm Opening Remarks





1:15pm - 2:15pm Session One: Panel - Founders Debate on the Strategy for Future Banking


  • Where are the opportunities and dead ends in products, services -- or financial services bureaucracy?
  • How can the fintech ecosystem be more vibrant and responsive?
  • Getting beyond the current lull in fintech innovation to spur better product development
Panelists: Nick Farrow, Co-Founder and Chief Executive Officer, Finspace Lindsay Holden, Co-Founder and Chief Executive Officer, Long Game Ken Kruszka, Founder and Chief Executive Officer, SnapCheck Peggy Mangot, Senior Vice President, Innovation, Wells Fargo Moderator: Phil Ryan, Senior Editor, Bank Innovation
Sponsored By:




2:15pm - 2:45pm Session Two: Fireside Chat


Banking is becoming more distributed, moving beyond mobile into the internet-enabled devices known as the Internet of Things. How will customers interact with these endpoints, and how are institutions preparing for this future? And what are the strategies for overcoming the challenges arising in IoT around security, authentication, and account takeovers? This top Visa executive will take on key market dynamics around IoT and the future of banking in a fireside chat and take questions from the audience. Featuring: Avin Arumugam, Senior Vice President, Internet of Things, Visa Moderator: Phil Ryan, Senior Editor, Bank Innovation




4:00pm - 4:30pm Session Four: Fireside Chat


The greatest blockchain opportunity for financial services may rest in enterprise soluctions, and Chain is at the forefront of building that blockchain infrastructe. But how can the financial services sector get beyond the novelty phase of blockchain and make it a true contributor to ROI, improving efficiency and acting as a basis for new product development? Chain's co-founder and CEO will share insights from the trenches of enterprise blockchain development now in a fireside chat. Featuring: Adam Ludwin, Co-Founder and Chief Executive Officer, Chain Moderator: Phil Ryan, Senior Editor, Bank Innovation




2:45pm - 3:30pm Afternoon Break


Sponsored By:




3:30pm - 4:00pm Session Three: Presentation: The Kernels of Future Banking Trends: How to Make a Platform Strategy Work


  • Finding more than just transaction-by-transaction business
  • Overcoming the technical challenges of building a banking platform
  • Implications for sales & marketing
Presenter: Oren Goldschmidt, President, Pivotus Ventures Moderator: Phil Ryan, Senior Editor, Bank Innovation Sponsored by:




10:00am - 11:30am Pre-Conference Workshop


The Mechanics of a Successful Innovation Team Innovation teams at financial services companies are everywhere today. But how many of those units are seamlessly plugged into lines of business to allow for the rapid development, testing and integration (or discarding) of innovative ideas, whether those ideas come from partners or the venture’s own team? Precious few. This workshop will bring you battle-tested knowledge from the fintech and innovation trenches to help advance your innovation group so that it is capable of iterating on internal and external innovation initiatives – or to improve on an existing program.





Tuesday, March 6

8:00am Networking Breakfast


Sponsored by:





DEMOvation Track

9:15am - 10:00am DEMOvation Session One


Demoing Companies:

  • Abe AI
  • Checkbook
  • Denoti
  • Nuggets




9:05am - 9:15am Bank-Fintech Partnerships: A Case Study


Jane Barratt, Chief Executive Officer of GoldBean, and Josh Rowland, Chief Executive Officer of Lead Bank, discuss innovation strategies for smaller banks, with a focus on bank-fintech partnerships. Presenters: Jane Barratt, Founder and Chief Executive Officer, GoldBean Josh Rowland, Chief Executive Officer and Vice Chairman, Lead Bank




10:45am - 11:30am DEMOvation Session Two


Demoing Companies:

  • Active.AI
  • BizNOW
  • Clinc
  • Validis




11:45am - 12:30pm DEMOvation Session Three


Demoing Companies:

  • Baton Systems
  • Hoard Invest
  • Kony
  • PrivaKey, Inc.




10:00am - 10:45am Morning Break


Sponsored by:




DEMOvation Challenge


During this session, we’ll have demos of new technologies from the startups that win slots in our DEMOvation Challenge, as determined by a team of judges, and other industry technology providers. Demos are judged for a "best in show" award to be voted on by attendees. DEMOvation Judges: Brad Leimer, Managing Director and Head of Fintech Strategy, Explorer Advisory & Capital Ryan Gilbert, General Partner, Propel Venture Partners Scarlett Sieber, Vice President, USAA Labs, USAA Matt Wilcox, Senior Vice President, Marketing Strategy and Innovation, Fiserv





 
 
 
 
 

11:45am - 12:30pm Session Seven: Presentation


Implementing AI to Improve the Banking Customer Experience

  • Where is artificial intelligence being implemented successfully in financial services today
  • How will AI change the customer experience (and the financial services provider's experience)?
  • How to manage data AI needs
Presenter: Ohad Samet, Co-Founder and Chief Executive Officer, TrueAccord Moderator: Tatjana Kulkarni, Deputy Editor, Bank Innovation




12:30pm - 1:30pm Networking Luncheon


​​​​




1:30pm - 2:15pm Session Eight: Presentation


Building an Innovation Practice: RBC Case Study

  • How RBC built partnerships to accelerate the pace of innovation
  • What RBC did to transform its innovative culture
  • How RBC measures success
Presenter: Lara Druyan, Managing Director and Head of Innovation, Royal Bank of Cananda Moderator: Tatjana Kulkarni, Deputy Editor, Bank Innovation




2:15pm - 3:00pm Session Nine: Panel


The Future of Mobile Payments Amid the Multitude of 'Pay' Options

  • How to get beyond innovation fatigue in mobile payments
  • Partnership v development in a Zelle/Venmo/Apple Pay world
  • Which new payments startups are the right path now
Panelists: Pablo Cohan, Senior Vice President, North America Digital Payments, Mastercard Michael Orlando, President, Fit Pay, Inc. Mike Panzarella, Chief Design Officer, Green Dot Corp. Ashish Tajpuria, Senior Vice President, Head of Emerging Payments and Commerce Partnerships, Bank of America Moderator: Grace Noto, Associate Editor, Bank Innovation




3:00pm - 3:30pm Afternoon Break


Sponsored by:




3:30pm - 4:15pm Session Ten: Presentation


Cryptocurrency and Your Financial Institution

  • How can banks keep up with the fast-moving world of cryptocurrency and ICOs?
  • Dealing with startups in a post-venture landscape
  • How to pursue partnerships in the crypto space
Presenter:
Margaux Avedisian, Partner and Co-founder, Pre- ICO CooLPool Fund (Executive Vice President, Transform PR) Moderator: Phil Ryan, Senior Editor, Bank Innovation




4:15pm Conclusion






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