Technology for Business Summit

With a dual focus of increased revenue and decreased costs, it is imperative that retail bankers learn how to use new and legacy technologies to build business profitability and drive results. The Technology for Business Summit will cover the topics that offer you the best opportunity to impact bottom and top line revenue and expenses.

Summit Leader

John Itokazu, Senior Executive Vice President, Chief Information and Operations Officer, UnionBanCal Corporation and Union Bank, N.A.

John Itokazu is senior executive vice president and chief information and operations officer for UnionBanCal Corporation and its primary subsidiary, Union Bank, N.A. Mr. Itokazu is responsible for the company’s technology and operations group that includes central and distributed computing systems, information technology planning and engineering, data processing, telecommunications, security and contingency planning, and operations and customer service.

As part of his corporate responsibilities, Mr. Itokazu serves as a member of the bank’s executive committee, which functions as Union Bank’s primary policy-making body.

Prior to joining Union Bank, Mr. Itokazu spent more than 30 years at Zions BanCorporation in Utah, most recently as chief information and operations officer where he led over 1,700 employees and drove the successful integration of numerous banks onto a common banking platform. He also headed treasury management services which delivered products and services for the company’s treasury business. In addition, Mr. Itokazu directed the activities of the installation and conversion of the company’s deposit, savings, time, and account analysis systems. He also ran the retail operations for Zions Bank branch banking.

Mr. Itokazu holds a bachelor’s degree in business administration from the University of Phoenix.

1. Featured Sessions

   Thursday, October 11
   3:00 PM - 4:15 PM

   Capturing the Hearts of the Millennials Generation

   Tricia Juhn, Vice President, ORC International

   Matt Roddan, Head of Employee Research US, ORC International
   
   Who are the Millennials? This generation continues to be a challenge to define and understand for many industry segments not just banking. They make up an impressive segment of the populations and cannot be ignored as businesses, especially retail financial services, looks for new opportunities to engage with them as potential customers, as well as potential employees. Hear research and insights into this complicated segment that will help refine your market strategy.

   
   
   

   Restoring Retail Banking - Forging Better Relationships with Regulators

   Debbie Innes, Head of Retail, Cadence Bank
   James C. Watkins, Deputy Director, Federal Deposit Insurance Corporation
   Don Truslow, President, Financial Stability Council, The Financial Services Roundtable
   John Colas, Partner, Oliver Wyman

   As we look to 2013, banking organizations need to find new ways to navigate a changing political landscape and to work with regulators to ensure expectations are set and met for consumers and shareholders alike. Join a panel of industry experts in a dialogue around what it will take to work better with regulators and other stakeholders as financial services companies like yours look to satisfy all stakeholders.