Stage 1: Faster Payments - So What's Next?
With the recent release of the draft governance framework for faster payments, the evolution of this initiative continues, but how much longer will it take and what will be the impact going forward? In this session, you’ll hear from a panel of industry veterans who will discuss:
• What’s next to get the faster payments infrastructure where it needs to be
• How to ensure safe and high-quality user experience
• Industry and consumer education strategies around faster payments
George Warfel, General Manager, Fintech & Payments Strategy, Haddon Hill Group, Inc.
Connie Theien, Senior Vice President, Payments Industry Relations, Federal Reserve System
Laura Weinflash, Vice President, Product Management, Early Warning/Zelle
Steve Ledford, Senior Vice President, Product & Strategy, The Clearing House
Stage 2: Agility and the Modern Enterprise
Agile is often described as a project management process or framework, but in reality it’s so much more. It’s an opportunity for a mind shift and cultural change that promotes teamwork, information sharing, and transparency, as well as customer centricity and responsiveness. In this session, you will hear from an expert on how, regardless of function, your team can work more effectively within your department and the company as a whole to drive results. You will learn:
• How to define agile outside IT
• How to apply agile successfully, regardless of function
• Best practices for implementation
Jason Henrichs, Managing Director, FinTech Forge
Innovation Pavilion: BAI Beacon Innovation Series: Best in the U.S. from the BAI Global Innovation Awards (3:45-5 pm)
In a quickfire format, you will have the opportunity to experience first-hand demos from the Best of the U.S. winners and finalists from the BAI Global Innovation Awards.
Nico Barawid, Head of International Business, Nova Credit
Ruben Salazar Genovez, SVP, Products & Innovation – Visa Latin America & Caribbean, Visa
Thomas Hill, Chief Information Officer, Live Oak Bank
JP Nicols, Managing Director, FinTech Forge
Anabel Perez, CEO, Co-Founder, NovoPayment
Elizabeth Robins, Product Director, Best Innovation Group
Lea Sims, AVP, Employee and Member Innovation, USAA
Teresa Tanner, Chief Administrative Officer, Fifth Third Bank
Spotlight 1: How to Implement Digital Change with Minimal Disruption
All too often, companies start their digital transformation journey with a lot of enthusiasm (and money!) but it ends up either being postponed or canceled. To make digital innovations and transformations work, they must be designed as end-to-end processes, with the inclusion of the right technology, a global business view and the understanding of the corporate culture. In this session, you’ll explore how to successfully implement digital transformation, including:
• Insights from proprietary research from Latin America that outline why change initiatives may come to a standstill or fail
• Access to a roadmap with the 10 steps for the most successful digital transformations
• Practical examples of a process that can be applied to any kind of digital change
Nora B. I. de D'Alessio, Vice President, D'Alessio IROL
Alejandra Roussos, Vice President, AMBA
Learning Studio: BAI Beacon Series: Exploring the Universal Banker (3:45-5 pm)
Many financial services organizations are making the shift towards universal bankers. But how exactly does this model operate, and would it fit your organization? In this session, you’ll flesh out the pros and cons of the universal banker and get actionable insights on how to manage this evolving role. Key takeaways include:
• How to define the role for your organization, including the pros and cons
• The impact of the universal banker on customer experience
• Case studies and best practice approaches for using this staffing model
Rene Alfaro, Senior Vice President, Broadway Bank
Christy Bachmeyer, Executive Vice President, Consumer Banking, Frost Bank
David Kerstein, President, Peak Performance Consulting Group
Steven L. Quigley, Vice President, SEG and Business Development, University of Iowa Community Credit Union
Ignite Theater: Spark Session
Using Empathy to Drive Digital Adoption
Digital banking may be convenient; but change isn't. To get customers to adopt your digital products (and employees to promote them) you need more than great tech. You need empathy. In this session we'll discuss how to move beyond awareness and actively encourage adoption.
Romeo Maione, Program Designer, Launchfire
Data Bank: BAI Beacon Series: Impact of the Rising Rate Environment (3:45-5 p.m.)
In the last few years, key deposit trends have emerged to completely reshape deposit portfolios. In the current rising rate environment, this session will provide insights into how these trends will impact financial services organizations’ strategy and what practical steps they can take to prepare and ensure success in this changing landscape. Among the takeaways will be:
• Proprietary research on the impact of the rising rate environment
• How to price in the rising rate environment
• What your employees need to know in order to sell in the rising rate environment
Tom Hoscheidt, Managing Director, BAI
The Peer Exchange: Peer Group Discussions
Build it and They Will Come Myth
Becoming a digital bank is a trendy ambition, but few have come close to realizing it. In this session, banks will learn how the Horizn Knowledge Platform has been used to quickly increase employee and client digital adoption, with highlights from the RBC Celent Model Bank 2018 Award case study.
Janice Diner, CEO and Founder, Horizn
Learning & Development Labs: L&D Training Administrator User Groups
Maximizing Reports - Basic
Reports make it easy for training administrators and managers to track progress of learner’s assigned training, performance and areas of risk. In this session we will review which reports are available through the BAI Learning Manager and how to customize reporting to make informed decisions about learner progress.
Maximizing Reports - Advanced
You know how to use the BAI Learning Manager Reports functionality, but you want to take it to the next level. In this highly interactive session, you’ll engage with other Training Administrators to resolve real life reporting challenges and uncover opportunities to expand your knowledge of this critical tool.
Effective, Efficient Training with BAI Role-based Curriculums
Just imagine what your learners can accomplish with more time in their day. BAI role-based courses can save learners 30% in training time. Now that we have your attention, come learn how to efficiently and effectively manage your organization’s training with the ever-expanding library of BAI role-based curriculums.
BAI Training Insights Overview
How does your training compare to others in the industry? Coming in 2019, BAI Training Insights will give you the power to understand how and what your peers are assigning to make informed assignment decisions for your learners, provide ROI reports for your senior leaders and understand how to right size your training.
The Meeting Place: Executive Q&A with Featured Speaker, Tom Wujec (Invite Only)
Spotlight 2: What You Need to Know About Blockchain in Banking
Blockchain and their platforms are becoming more and more common in banking. So what’s next? In this session, you’ll hear about efforts to standardize the people, processes and technology that will drive future blockchain initiatives and value, including:
• Trends in blockchain for 2019
• How to get started on your own blockchain journey
• Examples and case studies of blockchain in action
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