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March 5-6

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    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:



    4:30pm - 6:00pm Innovation Bar & Cocktail Reception

    Sponsored by: Featuring: Ryan Gilbert, General Partner, Propel Venture Partners Matt Wilcox, Senior Vice President, Marketing Strategy and Innovation, Fiserv



    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:



    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



    Monday, March 5

    Product Track

    9:15am - 10:00am Product Session Five: Panel

    Messaging, Chatbots, Voice, Alerts: Finding a Comm Strategy That Works

    • Are bots ready for banking?
    • Can messaging become the OS of financial services?
    • The rise of artificial intelligence
    Panelists: Himi Khan, Vice President, Strategy and Innovation, Clinc Anand Talwar, Deposits and Consumer Strategy Executive, Ally Bank Silvio Tavares, President, Board and Chief Executive Officer, CardLinx Association Jake Tyler, Co-Founder and Chief Executive Officer, Finn.ai Moderator: Grace Noto, Associate Editor, Bank Innovation



    10:00am - 10:45am Morning Break

    Sponsored by:



    Product Track

    10:45am - 11:45am Product Session Six: Panel

    Consortiums, Token Offerings and the Prospects for Blockchain Commercialization

    • Implications of the ICO hype cycle
    • Update on blockchain implementations in banking
    • Will the reality of blockchain applications meet the promise?
    Panelists: Marley Gray, Principal Architect, Azure Blockchain Engineering, Microsoft Corp. Ian Putter, Unified Finance Development and Innovation, Standard Bank Dan Rosen, Founder and General Partner, Commerce Ventures Tim Swanson, Founder and Director, Research, Post Oak Labs Moderator: Phil Ryan, Senior Editor, Bank Innovation



    Product Track

    9:15am - 10:00am Product Session Five: Panel

    Messaging, Chatbots, Voice, Alerts: Finding a Comm Strategy That Works

    • Are bots ready for banking?
    • Can messaging become the OS of financial services?
    • The rise of artificial intelligence
    Panelists: Himi Khan, Vice President, Strategy and Innovation, Clinc Anand Talwar, Deposits and Consumer Strategy Executive, Ally Bank Silvio Tavares, President, Board and Chief Executive Officer, CardLinx Association Jake Tyler, Co-Founder and Chief Executive Officer, Finn.ai Moderator: Grace Noto, Associate Editor, Bank Innovation



    10:00am - 10:45am Morning Break

    Sponsored by:



    Product Track

    10:45am - 11:45am Product Session Six: Panel

    Consortiums, Token Offerings and the Prospects for Blockchain Commercialization

    • Implications of the ICO hype cycle
    • Update on blockchain implementations in banking
    • Will the reality of blockchain applications meet the promise?
    Panelists: Marley Gray, Principal Architect, Azure Blockchain Engineering, Microsoft Corp. Ian Putter, Unified Finance Development and Innovation, Standard Bank Dan Rosen, Founder and General Partner, Commerce Ventures Tim Swanson, Founder and Director, Research, Post Oak Labs Moderator: Phil Ryan, Senior Editor, Bank Innovation



    Tuesday, March 6
    Strategy Track
    Product Track
     
     
     
     
     
    DEMOvation Track

    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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