Agenda-at-a-Glance

Monday, October 10

  Pre-Conference Sessions
8:30 - 11:30AM Workshop Workshop Workshop Workshop Workshop
 
 
 
 
  1. BAI Branch 2.0 Symposium

    David Faulkner, Director Architecture and Design, Wells Fargo Bank
    Rick Carey - Former Executive Vice President, Umpqua Bank
    Dr. TR Rao, President & CEO, Market Probe
    Timothy J. Ryan, Managing Partner, Branch Development Group, LLC
    James McCormick, President, First Manhattan Consulting Group
    Gordon Goetzman, Executive Vice President, First Manhattan Consulting Group

    The role of the branch is shifting and what its future holds, remains a critical question for many retail banking executives. Join us for an in-depth look at key issues impacting branch banking including new branch models, staffing models and workflow, financial and performance implications, as well as different go to market positioning for you next generation branch network. Over 1.5 days, you’ll hear from industry experts, share ideas and network with peers and come away with fresh perspectives that can help refine your branch strategy in today’s multi-channel environment.

    See full agenda.

 
  Break
1:00 - 4:00PM Workshop Workshop Workshop Workshop
 
 
 
 
 

Tuesday, October 11

8:00 - 11:00AM Workshop
  1. BAI Branch 2.0 Symposium

    David Faulkner, Director Architecture and Design, Wells Fargo Bank
    Rick Carey - Former Executive Vice President, Umpqua Bank
    Dr. TR Rao, President & CEO, Market Probe
    Timothy J. Ryan, Managing Partner, Branch Development Group, LLC
    James McCormick, President, First Manhattan Consulting Group
    Gordon Goetzman, Executive Vice President, First Manhattan Consulting Group

    The role of the branch is shifting and what its future holds, remains a critical question for many retail banking executives. Join us for an in-depth look at key issues impacting branch banking including new branch models, staffing models and workflow, financial and performance implications, as well as different go to market positioning for you next generation branch network. Over 1.5 days, you’ll hear from industry experts, share ideas and network with peers and come away with fresh perspectives that can help refine your branch strategy in today’s multi-channel environment.

    See full agenda.

 
12:00 - 12:45PM

General Session

 
 

Conference Begins

1:00 - 2:00PM Marketing & Product Management
Summit Keynote
Technology for Business
Summit Keynote
Multi-Channel Strategy
Summit Keynote
Sales for Effectiveness
Summit Keynote
Global Game Changer
Sessions
 
 
 
 
 
  Break
2:15 - 3:15PM Marketing & Product Management
Summit Session
Technology for Business
Summit Session
Multi-Channel Strategy
Summit Session
Sales for Effectiveness
Summit Session
Global Game Changer
Sessions
 
 
 
 
 
  Break
3:30 - 4:30PM Marketing & Product Management
Summit Session
Technology for Business
Summit Session
Multi-Channel Strategy
Summit Session
Sales for Effectiveness
Summit Session
Global Game Changer
Sessions
 
 
 
 
 
4:30 - 7:00PM

Networking Reception in the Expo

 

Wednesday, October 12

7:30 - 8:30AM

FinTech 100 and Enterprise 25 Company Announcement, awards ceremony and breakfast briefing RSVP Required

8:30 - 9:30AM

General Session

 
9:30 - 12:45PM

Dedicated Expo Time and Lunch

12:45 - 1:45PM Marketing & Product Management
Summit Session
Technology for Business
Summit Session
Multi-Channel Strategy
Summit Session
Sales for Effectiveness
Summit Session
Global Game Changer
Sessions
 
 
 
 
 
  Break
2:00 - 3:00PM Marketing & Product Management
Summit Session
Technology for Business
Summit Session
Multi-Channel Strategy
Summit Session
Sales for Effectiveness
Summit Session
Global Game Changer
Sessions
 
 
 
 
 
  Break
3:15 - 4:00PM Marketing & Product Management
Summit Session
Technology for Business
Summit Session
Multi-Channel Strategy
Summit Session
Sales for Effectiveness
Summit Session
Global Game Changer
Sessions
 
 
 
 
 
  Break
4:15 - 5:00PM Marketing & Product Management
Summit Session
Technology for Business
Summit Session
Multi-Channel Strategy
Summit Session
Sales for Effectiveness
Summit Session
Global Game Changer
Sessions
 
 
 
 
 
5:00 - 7:00PM

Networking Reception in the Expo

 

Thursday, October 13

8:30 - 9:30AM

General Session

 
9:30 - 10:30AM

General Session

 
10:30 - 1:00PM

Dedicated Expo Time & Lunch

1:00 - 2:00PM Marketing & Product Management
Summit Session
Technology for Business
Summit Session
Multi-Channel Strategy
Summit Session
Sales for Effectiveness
Summit Session
Global Game Changer
Sessions
 
 
 
 
 
  Break
2:15 - 3:15PM Marketing & Product Management
Summit Session
Technology for Business
Summit Session
Multi-Channel Strategy
Summit Session
Sales for Effectiveness
Summit Session
Global Game Changer
Sessions
 
 
 
 
 
  Break
3:30 - 4:15PM Marketing & Product Management
Summit Session
Technology for Business
Summit Session
Multi-Channel Strategy
Summit Session
Sales for Effectiveness
Summit Session
Global Game Changer
Sessions