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    • 7:30 a.m.
      Registration Opens
      No sessions match this category.
    • 8:30 a.m. - 11:30 a.m.
      BAI Learning Labs (Morning Sessions)*
      Digitizing the Branch
      Despite a decline in the number of bank branches in 2017, branch deposits increased by 5.3%. And, even though consumers are shifting more and more to digital channels to conduct their business, they still want to go into a branch to solve complex issues or get specialized/personal advice. So how can financial services companies leverage digital tools and technology to ensure that their in-branch experience is consistent and relevant for consumers today? Connect with peers and industry experts in a highly interactive session, where you’ll have the opportunity to learn how to:
          - Better integrate the branch into the digital network to ensure a consistent and higher level of customer experience
          - Leverage the branch more effectively to drive digital adoption
          - Improve back-office operations
          - Optimize branch staff and self-service channels
      Speakers:
       
      Linda Garner, Senior Vice President, Omnichannel Platforms, U.S. Bank
      Thomas P. McDermott, Managing Partner, Inver Consulting Group
      RSVP here >>>
      Emerging Tech - What's New, What's Not and What Can Really Move the Needle for Financial Services
      AI, AR, VR, Blockchain – these are all examples of emerging technologies…but, in reality these technologies have already “emerged” and are making an impact on the financial services industry. The question now is not what are these technologies but how can they be leveraged and how effective can they be for your organization? Join this dynamic dialogue and delve into the world of today’s technology where you’ll discuss:
          - The “emerged” technologies that will truly impact the business
          - How to know what technology is right for your organization
          - Case studies of “emerged” technology at action
          - All “emerged” technologies are not equal, learn where to focus your energies and resources to get the best ROI
      RSVP here >>>
      Customer Acquisition - Tools and Techniques to Drive Growth
      With increased competition and the shift in how consumers connect and transact business with their financial institutions, customer acquisition strategies must also evolve in order to sustain, retain and expand share of wallet. Don’t miss this opportunity to learn more about:
          - New approaches to acquisition, including new customer segments
          - Best practices to retaining customers, including onboarding
          - Tools and techniques to deepen customer relationships
          - Lessons from outside the industry
      RSVP here >>>
      Financial Health - Strategic Opportunity and Competitive Differentiator
      More than half of Americans (57%) are struggling financially, in need of high-quality products and services that help them adopt and maintain financially healthy behaviors. While consumers want their financial service providers to help them make smart decisions to improve their financial health, few are finding what they seek; only 36% of customers believe their bank is looking out for their financial well-being. Join The Center for Financial Services Innovation (CFSI), an authority on financial health in the U.S., to:
          - understand the financial health opportunity
          - learn about financial health innovators
          - discuss the corresponding business case; and
          - participate in a hands-on exercise to begin creating your own financial health business case
      Speaker:
      Darren Easton, Director, CFSI
      RSVP here >>>
      No sessions match this category.
    • 11:30 a.m. - 4:00 p.m.
      BAI Emerging Leaders Network: Disney Institute - Business Behind the Magic Tour (Invite Only)
      No sessions match this category.
    • 1:00 p.m. - 4:00 p.m.
      BAI Learning Labs (Afternoon Sessions)*
      Digitizing the Branch
      Despite a decline in the number of bank branches in 2017, branch deposits increased by 5.3%. And, even though consumers are shifting more and more to digital channels to conduct their business, they still want to go into a branch to solve complex issues or get specialized/personal advice. So how can financial services companies leverage digital tools and technology to ensure that their in-branch experience is consistent and relevant for consumers today? Connect with peers and industry experts in a highly interactive session, where you’ll have the opportunity to learn how to:
          - Better integrate the branch into the digital network to ensure a consistent and higher level of customer experience
          - Leverage the branch more effectively to drive digital adoption
          - Improve back-office operations
          - Optimize branch staff and self-service channels
      Speakers:
       
      Linda Garner, Senior Vice President, Omnichannel Platforms, U.S. Bank
      Thomas P. McDermott, Managing Partner, Inver Consulting Group
      RSVP here >>>
      Emerging Tech - What's New, What's Not and What Can Really Move the Needle for Financial Services
      AI, AR, VR, Blockchain – these are all examples of emerging technologies…but, in reality these technologies have already “emerged” and are making an impact on the financial services industry. The question now is not what are these technologies but how can they be leveraged and how effective can they be for your organization? Join this dynamic dialogue and delve into the world of today’s technology where you’ll discuss:
          - The “emerged” technologies that will truly impact the business
          - How to know what technology is right for your organization
          - Case studies of “emerged” technology at action
          - All “emerged” technologies are not equal, learn where to focus your energies and resources to get the best ROI
      RSVP here >>>
      Customer Acquisition - Tools and Techniques to Drive Growth
      With increased competition and the shift in how consumers connect and transact business with their financial institutions, customer acquisition strategies must also evolve in order to sustain, retain and expand share of wallet. Don’t miss this opportunity to learn more about:
          - New approaches to acquisition, including new customer segments
          - Best practices to retaining customers, including onboarding
          - Tools and techniques to deepen customer relationships
          - Lessons from outside the industry
      RSVP here >>>
      Financial Health - Strategic Opportunity and Competitive Differentiator
      More than half of Americans (57%) are struggling financially, in need of high-quality products and services that help them adopt and maintain financially healthy behaviors. While consumers want their financial service providers to help them make smart decisions to improve their financial health, few are finding what they seek; only 36% of customers believe their bank is looking out for their financial well-being. Join The Center for Financial Services Innovation (CFSI), an authority on financial health in the U.S., to:
          - understand the financial health opportunity
          - learn about financial health innovators
          - discuss the corresponding business case; and
          - participate in a hands-on exercise to begin creating your own financial health business case
      Speaker:
      Darren Easton, Director, CFSI
      RSVP here >>>
      No sessions match this category.
    • 3:30 p.m. - 7:30 p.m.
      BAI Beacon Campus Open
      No sessions match this category.
    • 4:30 p.m. - 6:00 p.m.
      Opening Featured Speakers:
      JB Straubel, Chief Technical Officer, Tesla
      Luke Williams, Professor of Innovation at NYU Stern School of Business; Founder and Executive Director of the W.R. Berkley Innovation Labs
      No sessions match this category.
    • 6:00 p.m. - 7:30 p.m.
      Illuminate: A Celebration of Innovation (Opening Evening Reception)
      No sessions match this category.
    • 10:00 a.m. - 3:00 p.m.
      BAI Executive Roundtables (Invite Only)
      BAI Learning & Development Executive Roundtable
      BAI Executive Roundtable: Compliance
      No sessions match this category.
    • 12:00 p.m. - 4:00 p.m.
      BAI Executive Roundtables (Invite Only)
      BAI Executive Roundtable: Marketing Leader Circle
      As marketing leaders continue to take on more pivitol roles within their organizations, the ability to tap into expertise and experiences from peers and other industry experts is critical. Join us for the BAI Executive Roundtable: Marketing Leader Circle (MLC), which is a program built for and by CMOs and senior marketing executives in retail financial services. In a true peer environment, you'll have the opportunity to get together with other marketing leaders to exchange ideas, network and access practical and actionable insights around critical issues impacting financial services. 
           •     Engage with a true industry peer group of CMOs and other executive marketing leaders in the retail banking industry 
           •     Participate in strategic discussions around key challenges and opportunities facing financial services marketers today 
           •     Access peer insights and engage in idea exchanges to add value to your strategic planning"
      BAI Executive Roundtable: Channel Strategy and Contact Centers
      BAI Executive Roundtable: Strategic Communications
      BAI Research Executive Forum
      No sessions match this category.
    • 1:00 p.m. - 4:00 p.m.
      C-Summit for Community Bank Executives (Invite Only)
      Community Banking Summit – Innovation to Drive Competitiveness
      There is no doubt that in today’s competitive business climate, it’s important for any company to innovate in order to be successful. But, what does that look like, especially for community banking organizations, which have unique challenges and opportunities in driving innovation?
      Join us for a highly relevant and interactive peer dialogue around making innovation happen. In this executive forum, you will: 
           •     Identify and discuss challenges, opportunities and priorities for community banking organizations. 
           •     Gain a better understanding of modern agile business methods that can help you quickly test new ideas, within banking’s highly regulated environment. 
           •     Take away tools and frameworks that make it easy to get innovation started and/or scaled for more advanced projects.
      Speakers:
      Jason Henrichs, Managing Director, FinTech Forge
      JP Nicols, Managing Director, FinTech Forge
      No sessions match this category.
    • 3:00 p.m. - 4:00 p.m.
      BAI Learning & Development Launch (Invite Only)
      No sessions match this category.
    • 7:15 a.m.
      Registration Opens
      No sessions match this category.
    • 7:45 a.m. - 10:00 a.m.
      Light Up Breakfast and Featured Speakers:
      Kat Cole, COO and President, North America, FOCUS Brands
      Andreas Weigend, Founder of the Social Data Lab and Former Chief Scientist at Amazon
      No sessions match this category.
    • 12:15 p.m. - 1:15 p.m.
      Networking Lunch
      No sessions match this category.
    • 3:15 p.m. - 3:45 p.m.
      BAI Beacon Campus and Innovation Zone Exploration
      No sessions match this category.
    • 10:00 a.m. - 10:30 a.m.
      BAI Beacon Campus and Innovation Zone Exploration
      No sessions match this category.
    • 5:15 p.m. - 6:15 p.m.
      BAI Emerging Leaders Network: Women Leaders of Tomorrow Reception (Invite Only)
      No sessions match this category.
    • 10:30 a.m. - 11:15 a.m.
      Conference Sessions
      Stage 1: Consumer Panel: The Role of a Bank in Tomorrow's Economy
      Industry disruptors, changing customer behavior and the rapid evolution of technology are impacting how consumers view the role of their financial services companies. In this session, you’ll hear first hand from consumers as they share candid feedback about where they feel banking is headed and what they are really looking for from their financial institution: 
           •     Gain insights into customer pain points 
           •     Where they see value and relevancy for banking organizations 
           •     Take advantage of the opportunity to ask questions from these customers
      Stage 2: Future Proofing the Branch!
      Financial services organizations are all undergoing some level of digital transformation. They must determine how the branch network fits within that transformation strategy, so that it provides consumers with a customer centric, simple and seamless customer journey. In this session, you’ll hear insights from industry experts around:
           •     The new role of the branch, including how it can add more relevant value and personalized customer experience
           •     Bridging the gap between physical branches and digital banking
           •     Technology and how it can be leveraged to future-proof the branch
      Spotlight 1: Building a Culture of Compliance
      A culture of compliance is not a “nice to have.” It’s critical not only because of the ongoing and evolving regulatory environment, but because it influences how employees behave and their understanding of how their actions impact their organization. In this session, you’ll hear from a panel of industry experts who will share insights on:
           •     Developing an effective and proactive culture of compliance
           •     Understanding the benefits for everyone – employees and customers – in terms of more open and transparent communication and improved efficiencies
           •     Recognize, reward and engage employees as they go about your company's business.
      Spotlight 2: Competing to Win Against Non-Traditional Financial Services Companies
      To compete and win against non-traditional companies, financial organizations need to better understand their challenges and where to focus their resources to maintain and grow market share. In this session, you’ll hear industry experts share their perspectives on how best to compete in today’s competitive marketplace, including:
           •     Insights into the non-bank competitors that are set to make an impact
           •     Customer centric strategies for financial services companies to combat these organizations
           •     Defining success short term and long term
      Learning Studio: New Sales Practices - Creating the Shift to Needs Based Selling
      With changing customer expectations, financial organizations are shifting towards needs-based selling to better understand customers’ needs and to create more value. In this session, you’ll hear from industry experts who will share their insights into capitalizing on this strategy to increase sales and improve customer satisfaction, including:
           •     Strategies to actively listen and identifying client needs
           •     Build knowledge-based trust
           •     Mechanisms for feedback and implementing change
      Ignite Theater: BAI Beacon Rapid Fire Demos
      Data Bank: Ready or Not, Here Gen Z Comes!
      Gen Y and millennials, have consumed much of the mind space and marketing efforts of financial organizations for the past decade. Now that millennials have become immersed in the financial mainstream, it’s time to focus on Generation Z. In this session, explore the attitudes and behaviors of Gen Z and how their post-2000 upbringing influences not only their expectations but their very concept of financial services.
           •      Valuable comparisons of Gen Z to Gen Y and how they are different than previous cohorts
           •      Discover Gen Z attitude to financial services
           •      Gain insight into how to best serve Gen Z
      The Peer Exchange: BAI Emerging Leaders Network Connect (Invite Only)
      Learning & Development Labs: L&D Training Administrator User Groups
      Instructor-Led Training (ILT) - Basic
      With the vast array of online learning, we forget that sometimes the best training happens face-to-face. Enter BAI Instructor-Led Training or ILT. BAI ILT allows you to facilitate and manage your in-person and online instructor-led training. This session will walk you through the steps to manage your Instructor-Led courses within the BAI Learning Manager.

      Instructor-Led Training (ILT) - Advanced
      Take a deep dive into the Instructor-Led Training features on the BAI Learning Manager. This session expands on the learnings from ILT-basic, covering real-life ILT examples including tracking virtual classroom training, examples of ad hoc vs multi-sessions, utilizing your waitlist and more.

      BAI L&D Connect: Resources at Your Fingertips
      Everything you need in one convenient location - BAI L&D Connect. Exclusively for BAI Learning & Development customers, BAI L&D Connect is your online resource center bringing together the latest training and compliance information in one location. session will show you how to navigate this unique and invaluable customer benefit.

      Training that Engages – A BAI Courseware Update
      Part of BAI’s strategy is to bring you newly designed courses that are faster paced and more engaging, all to increase learner understanding and retention while minimizing time spent in training. Join us to explore the latest in BAI courseware and preview future course functionality and content rollouts.
      The Meeting Place: Executive Q&A with Featured Speaker Kat Cole, Chief Operating Officer and President, North America, Focus Brands (Invite Only)
      No sessions match this category.
    • 4:30 p.m. - 5:00 p.m.
      Conference Sessions
      Stage 1: Who will Regulate FinTech?
      As FinTech companies continue to challenge and partner with traditional financial services organizations, the conversation about regulating their activities continues to grow. Join a dynamic discussion around key issues impacting FinTech businesses in banking, including: 
           •     How can FinTechs be regulated in today’s regulatory framework? 
           •     What would the regulation encompass and how would it be monitored? 
           •     What would the expected outcome be for FinTechs and financial services organizations – would innovation suffer?
      Stage 2: Customer Experience - Are all Things Equal?
      Customer experience can be a differentiator for financial services organizations, but it can be costly and complicated to deliver. This session includes insights around the true nature of customer experience and how to leverage it to drive result, as well as: 
           •     Considerations in developing an omnichannel customer experience strategy 
           •     Should all segments and all channels be treated equally? 
           •     Where can customer experience have the most impact?
      Spotlight 2: Making P2P and Social Payments Pay
      With advances in digital technology, higher customer expectations, and a shift in the consumer demographics, mobile and social payments are on the rise. In this session, hear from industry veterans as they share their insights about this growth opportunity for financial services organizations: 
           •     What is driving the exponential growth in P2P and social payments?
           •     How does the ROI and business model work for P2P and social payments? 
           •     What are the opportunities and threats for financial services organizations with special focus on each of the major competing payment schemes (ACH, prepaid, mobile, etc.)?
      Innovation Pavilion: BAI Beacon Series: Plug and Play FinTech Companies to Watch: HR Technology
      Engage in a lively dialogue with some innovative start up companies, which will share their perspectives on leveraging FinTech to improve HR processes, as well as the employee experience.
      Ignite Theater: Spark Session
      The Peer Exchange: Peer Group Discussions
      Learning & Development Labs: L&D Training Administrator Groups
      BAI I-Design - Basic
      Every training program is different. That’s why BAI created BAI I-Design. With BAI I-Design, you can create interactive training, simulations and other activities to support your organization’s unique compliance and professional development needs. Attend this session for an in-depth walkthrough of the BAI I-Design feature.

      BAI I-Design - Advanced
      For attendees with previous BAI I-Design experience or those who attended BAI I-Design - Basic, this interactive session will expand your skills to take your course creative to the next level. In this scenario-based walkthrough you’ll explore scenarios such as mixing self-assessment and scored questions, using Jump-tos with hidden groups and more.

      Training in 2028: Mapping the Future
      The world of training is continuously evolving. Remember when virtual training seemed impossible? Think of the changes to your training programs over the last decade. In this interactive session, participants will work together to map out the innovation possibilities that will help meet the needs of the changing workplace.

      Keeping up with NMLS Requirements
      NMLS rules are intricate and ever-changing. It’s “a must” to complete continuing education every year. Now you can administer your Mortgage Compliance and NMLS continuing education training on one platform with BAI. This session will help you understand how the reporting and non-reporting versions of the BAI NMLS Continuing Education course can help your organization meet ongoing licensing requirements for MLOs (NMLS Reporting Course) and Safe Harbor (NMLS Non-Reporting Course).
      No sessions match this category.
    • 3:45 p.m. - 4:15 p.m.
      Conference Sessions
      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
      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
      Spotlight 1: 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.
      Innovation Pavilion: 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
      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
      Ignite Theater: Spark Session
      Data Bank: BAI Beacon Series: Impact of the Rising Rate Environment
      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
      The Peer Exchange: Peer Group Discussions
      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
      No sessions match this category.
    • 2:15 p.m. - 3:15 p.m.
      Conference Sessions
      Stage 1: BAI Beacon Innovation Series: Innovation Knows No Boundaries
      Innovation can be defined as something new that addresses a given need. Whatever that may be, one thing is for sure: that inspiration can hit at any time. The most successful innovators are those who are open to influences from inside and outside their areas of expertise and can adapt lessons already learned elsewhere to generate something new. In this session, join innovation luminaries to talk about how they tackle innovation, which include: 
           •     Approaches to innovation that work 
           •     Creating the right environment for innovation 
           •     How to translate innovation success from other countries and industries to financial services
      Spotlight 1: CIBC - Remote Sales Force
      While most financial services organizations have been looking at developing digital sales capability and at transforming their physical branch network for advice, CIBC has chosen to also look at an alternative sales approach – the sales hunter - to meet the changing needs of clients. In this session, you’ll hear from a CIBC executive who will share his insights into: 
           •     The success around a new hunter sales role that is not branch-based and is willing to meet clients at the time and location of their choice 
           •     Converted fixed costs to variable costs 
           •     How the segment has become the bank’s fastest-growing
      Spotlight 2: Making Consumers' Identity Mobile and Safe
      Identity is a hot commodity, and the battle for the customer is on. Using the mobile platform, financial services organizations are uniquely positioned to offer a consolidated, cohesive and safe digital experience for consumers. In this session, hear industry experts’ insights and perspectives on:
           •     How a trusted identity, coupled with mobile authentication, can drive your mobile/digital enablement strategy
           •     Fostering advanced digital innovations while building trust and protecting its end users against digital fraud
           •     The possibilities that present themselves when key stakeholders join forces to become champions for the consumer
      Innovation Pavilion: BAI Beacon Series: Plug and Play FinTech Companies to Watch - Cybersecurity
      Engage in a lively dialogue with some innovative start-up companies that will share their perspectives on fighting fraud and cyber attacks with the latest technology
      Learning Studio: High Touch Coaching in a High Tech World
      Technology has forever changed the landscape for transacting across all financial services. While there are some who are comfortable buying complex financial products online, most feel the need to talk, meet and trust a banker who is knowledgeable and caring. In this session, you’ll gain fresh perspectives on: 
           •     A new approach to analyzing sales activity data to uncover the real stories behind the numbers 
           •     How to effectively coach the unique motivational factors of millennials 
           •     The 5 Keys to Coaching Toolkit, which provides participants with a process they can implement and execute right away
      Ignite Theater: Spark Session
      Data Bank: Making Change Happen: Insights from the BAI Culture & Conduct Index
      BAI Culture & Conduct Index is designed to arm financial services organizations with vital information needed to avoid regulatory, reputational and customer risk. In this session, you’ll hear proprietary research to better manage your resources. Key takeaways include: 
           •     Identification of tools, processes and practices that define an organization’s culture relative to risk 
           •     Insights into key workforce retention, performance and configuration metrics that define the organization’s approach and success at managing human capital 
           •     Evaluation of the components of human resources risk programs, including risk score carding, communications processes and the overall risk tolerance
      The Peer Exchange: Peer Group Discussion
      Learning & Development Labs: L&D Training Administrator User Groups
      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 Learning Manager: What’s New? What’s on the Horizon?
      There is no greater feeling than receiving the latest in design and technology. At BAI we understand this desire and work continuously to bring the latest training technology to the BAI Learning Manager. Get a preview of what’s to come in features and functionality for the enhanced BAI Learning Manager so you walk away prepared to take your training to the next level.

      The Deadline is Approaching: How to Keep Your Learners Motivated
      Compliance can be unexciting, but that doesn’t mean your training program has to be. One area in which Training Administrators have complete control is in motivating your learners to complete their training. Share your ideas for keeping learners motivated and hear what others are doing. You’ll walk away with ideas you can incorporate into your training program when you return to the office.
      The Meeting Place: BAI Emerging Leaders Network: Disney Institute's Approach to Leadership Excellence (Invite Only)
      Stage 2: Transforming Team Member Experience to Deliver for Customers
      As technology continues to remake customer expectations, financial services organizations can’t lose sight of the people delivering the technology, service and advice that create a differentiating customer experience. Because team members drive the customer experience and business outcomes, transformation requires a strategic focus on the team member experience as well. In this session, a consumer banking leader will help you navigate your team’s transformational journey by: 
           •     Creating a compelling vision for change 
           •     Reimagining team member training and tools 
           •     Deploying cutting-edge technology to ensure team member success
      No sessions match this category.
    • 1:15 p.m. - 2:00 p.m.
      Conference Sessions
      Stage 1: BAI Series on AI: Harnessing the Power of AI and Virtual Assistants
      Siri, Google Home and Alexa are just some examples of virtual assistants, powered by AI, that have become ubiquitous in consumers’ lives today. Virtual assistants offer personalized and valuable assistance as consumers navigate their daily lives. In this session, you’ll hear from financial services leader s who are leveraging this technology to help better consumers’ financial journey. Key takeaways include: 
           •     Why virtual assistants are important and how they can make a difference in your channel and customer experience strategy 
           •     What does the future look like for this technology? 
           •     How lessons learned in other industries can be applied to financial services
      Stage 2: Delivering an Exceptional Customer Experience: Insights from Disney Institute
      The ability to deliver exceptional customer experience can be the difference between thriving and merely surviving in any highly commoditized marketplace…and financial services is no exception. Don’t miss this opportunity to gain a competitive edge with insights from one of the world’s most customer centric and experiential companies – Disney. In this session, an expert from Disney Institute will help you: 
           •     Discover how an extraordinary customer experience is achievable in the banking industry 
           •     Explore how to engage employees to support your purpose in every customer experience decision 
           •     Understand the cultural processes necessary to deliver consistently exceptional customer experiences
      Spotlight 1: Getting it Right: Effective Vendor Risk Management
      Recent data breaches have again placed risk management top of mind, forcing financial services leaders and regulators to increase scrutiny on risk management practices, particularly vendor management, to mitigate future risks. In this session, you’ll gain actionable insights to help you:
           •     Prioritize and stratify vendor risk management by applying the right level of risk to different vendors 
           •     Develop safeguards and due diligence to ensure vendors are upholding their end of the contract 
           •     Better manage your risk management strategy so that if a crisis occurs, you’ll be able to shift from prevention to mitigating the opportunity for future disasters
      Spotlight 2: Redefining Marketing ROI through Attribution along the Customer Journey
      As marketers seek greater accountability in today’s increasingly omnichannel environment, ROI has become more and more important to demonstrate. In this session, gain a better understanding of how attribution can deliver sound measurement to understand marketing and advertising effectiveness, regardless of the platform, throughout the customer journey. Key takeaways include: 
           •     How to make appropriate attribution assumptions for today’s omnichannel environment 
           •     Ways to gather the right data to help you achieve a more accurate understanding of consumers’ realistic purchase behaviors 
           •     How and when to partner with outside resources to get the best results
      Innovation Pavilion: BAI Beacon Series: BAI Beacon Series: Plug and Play FinTech Companies to Watch - Customer Acquisition
      Engage in a lively dialogue with some innovative startup companies that will share their perspectives on leveraging FinTech to improve customer acquisition success
      Learning Studio: You've Found the Right People…Now, How do You Keep Them?!
      Finding top talent is hard, but keeping it is even harder! In addition, the cost of voluntary resignations weighs heavily on banking organizations, not only financially but in terms of institutional knowledge. In this session, hear talent development and retention strategies that can help your organization engage and retain top talent. Learn how to: 
           •     Build and sustain a culture that keeps employees engaged and loyal 
           •     Effectively coach, manage performance, and develop employees in a way that keeps them engaged 
           •     Manage and groom high performers to build loyalty
      Ignite Theater: Spark Session
      Data Bank: Managing Data & Privacy - A New Business Model
      The subject of data use and privacy is a complicated one! On one hand, it’s argued that the ability to access consumer data can help to better meet the needs of consumers and provide greater value. On the other hand, consumer advocates say that data mining is a breach of privacy. In this session, you’ll hear perspectives on all sides of this issue, including: 
           •     The state of play of data use and privacy 
           •     The opportunities and challenges surrounding data 
           •     How financial services organizations can take the lead and generate new openings
      The Peer Exchange: Peer Group Discussion
      Learning & Development Labs: L&D Training Administrator User Groups
      Getting the Rules Right - Basic
      Learn how the Rules feature in the BAI Learning Manager can help you assign the right training to your learners at the right time. In this step-by-step walkthrough, you’ll get the basics on assigning and managing rules for your learners. Whether you’re a Training Administrator or want to make sure you’re leveraging all that this feature can offer, this session is for you.

      Getting the Rules Right - Advanced
      So, you’re experienced in assigning and managing rules but want to make sure you understand all there is to know. Do you know how to set up rules for new hires? Or different ways to include or exclude groups of individuals. This session will help with those strategies and much more.

      It Starts with a Strong Foundation - Understanding the BAI Learning Manager
      Discover how to make the most out of your experience with the BAI Learning Manager by learning time saving techniques to effectively implement your compliance and professional development training. This session will provide an overview of the student, manager and instructor experiences as well as an in-depth overview of the new training administrator experience.

      Keeping up with NMLS Requirements
      NMLS rules are intricate and ever-changing. It’s “a must” to complete continuing education every year. Now you can administer your Mortgage Compliance and NMLS continuing education training on one platform with BAI. This session will help you understand how the reporting and non-reporting versions of the BAI NMLS Continuing Education course can help your organization meet ongoing licensing requirements for MLOs (NMLS Reporting Course) and Safe Harbor (NMLS Non-Reporting Course).
      No sessions match this category.
    • 11:30 a.m. - 12:15 p.m.
      Conference Sessions
      Stage 1: Humanizing the Digital Experience
      With such a huge emphasis by financial services organizations on digital transformation, coupled with consumers’ shift to self-service channels, it’s easy to forget the “human” aspect in the customer relationship. In this session, you will hear new research that will illustrate ways that financial services organizations are using data, analytics and digital technology to humanize the customer experience in banking around the globe. Key takeaways include: 
           •     In-depth insights into what consumers expect from their financial services organization related to digital technology and personalization 
           •     How organizations are responding to these needs 
           •     A gap analysis that will allow organizations to understand shortfalls related to the development and use of data, advanced analytics and digital technologies in humanizing the digital experience
      Stage 2: The Impact of the Gig Economy on Talent Management
      The gig economy, which is characterized as an environment that features contractors and short-term workers, is changing the face of the workplace. In this session, you’ll explore how this new reality requires organizations to adopt progressive strategies designed to retain their best talent, including: 
           •     Creating a gig structure with existing employees 
           •     Exploring the pros and cons of a gig workforce 
           •     Using the gig approach to help employees create a customizable path to career advancement
      Spotlight 1: The Future of Cross Sell: Capital One Case Study
      The retail banking industry has had to adapt to new regulations and guidelines that are impacting financial institutions’ sales practices and ability to cross-sell. In this session, an industry expert will share his perspectives on this new way of doing business, including leveraging technology to help meet regulatory requirements while driving enhanced customer experience. The session will discuss: 
           •     Key challenges with cross-sell in today’s environment and how to overcome them 
           •     The role technology is playing in shaping the future of cross-sell 
           •     Best practices and lessons learned from Capital One
      Spotlight 2: BAI Beacon Series on AI: The Virtuous Triangle - Marketing, AI and Customer Experience
      Artificial intelligence (AI) is impacting retail banking in many ways, including improving bank marketing ROMI and customer experience. Hear from industry experts about techniques that can be used by marketing and customer experience professionals who are not data scientists. The session will include:
           •     Using "end user" AI techniques to improve return on marketing investments 
           •     AI techniques that have the most impact on customer experience and marketing ROMI 
           •     A case study of how a bank has used the techniques and what are their results
      Learning Studio: BAI Beacon Series on AI: Crushing the Compliance Burden with AI
      Today’s financial services organizations are struggling with cumbersome compliance and risk management processes. When paired with outdated technology that’s not scalable, increased fines and failures are the result. In this session, you’ll hear insights and industry perspectives around how AI and machine learning are empowering compliance teams, including:
           •     Current AI compliance trends and the latest technology that can take you into a new era of automation 
           •     Ways AI can help reduce operations costs, false positives and true fraud by giving analysts increased productivity and accuracy to make more strategic decisions 
           •     Lessons learned and case studies that can help you leap frog to success
      Ignite Theater: BAI Beacon Rapid Fire Demos
      Data Bank: Data, Personalization and the Customer Journey: Stories of Success
      The Peer Exchange: Peer Group Discussions
      Learning & Development Labs: L&D Training Administrator User Groups
      BAI I-Design - Basic
      Every training program is different. That’s why BAI created BAI I-Design. With BAI I-Design, you can create interactive training, simulations and other activities to support your organization’s unique compliance and professional development needs. Attend this session for an in-depth walkthrough of the BAI I-Design feature.

      BAI I-Design - Advanced
      For attendees with previous BAI I-Design experience or those who attended BAI I-Design - Basic, this interactive session will expand your skills to take your course creative to the next level. In this scenario-based walkthrough you’ll explore scenarios such as mixing self-assessment and scored questions, using Jump-tos with hidden groups and more.

      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 Deadline is Approaching: How to Keep Your Learners Motivated (For Training Administrators) Compliance can be unexciting, but that doesn’t mean your training program has to be. One area in which Training Administrators have complete control is in motivating your learners to complete their training. Share your ideas for keeping learners motivated and hear what others are doing. You’ll walk away with ideas you can incorporate into your training program when you return to the office.
      The Meeting Place: BAI Emerging Leaders Network: Q&A with BAI Global Innovation Awards Judges (Invite Only)
      No sessions match this category.
    • 7:30 a.m.
      Registration Opens
      No sessions match this category.
    • 7:30 a.m. - 8:15 a.m.
      Networking Breakfast
      No sessions match this category.
    • 9:00 a.m. - 9:30 a.m.
      BAI Beacon Campus and Innovation Zone Exploration
      No sessions match this category.
    • 11:45 a.m. - 12:30 p.m.
      Closing Featured Speaker:
      Tom Wujec, world-renowned expert on innovation and business visualization, author of "The Future of Making"
      No sessions match this category.
    • 12:30 p.m.
      Conference Concludes
      No sessions match this category.
    • 7:30 a.m. - 9:00 a.m.
      BAI Emerging Leaders Network Recognition Breakfast
      No sessions match this category.
    • 8:15 a.m. - 9:00 a.m.
      Conference Sessions
      Stage 2: How to Leverage Open Platforms and APIs
      For banking organizations, open banking offers the opportunity for faster product development and delivery through the use of APIs. In this session, industry experts will share their insights on leveraging this technology to deliver greater customer value and enhanced experiences. Key takeaways include: 
           •     How to understand the different types of APIs and how they can help your organization pursue new distribution channels 
           •     How to find new ways to improve the customer digital banking experience 
           •     How APIs can increase your product development process in response to customer and market demands
      Spotlight 1: Training the Machine: Talent Management for the Digital Era
      As financial services organizations look to capitalize on all that AI and machine learning have to offer, they can only do so if they have the right human expertise to train, monitor and evaluate “the machine.” In this session, hear insights from experts on how to make this evolving role successful, including: 
           •     Defining the role and ensuring collaboration and integration with the lines of business 
           •     Creating feedback and measurement tools 
           •     Best practices and lessons learned from inside and outside the industry
      Innovation Pavilion: Innovation Series: In Conversation with BAI Global Innovation Awards Winners and Finalists
      The problem with innovation is that while there’s no shortage of good ideas, it takes time, money and resources to test them, and there’s no guarantee of success. In this session, you have the opportunity to learn about new and already successful innovations that could be adapted to help your organization leap frog into the marketplace. You will: 
           •     Hear directly from BAI Global Innovation Award winners and finalists about what they are doing to create value for customers 
           •     Gain an understanding of how success in different countries can be applied to financial services organizations in the U.S.
      Learning Studio: Designing Sales to Mitigate Risk
      With sales practices and incentive compensation programs under the regulatory microscope, financial services organizations must grow market share, and establish a culture that rewards employees to do the right thing for their customers. In this session you’ll hear from two sales veterans who will share their knowledge on: 
           •     Key elements to be considered in designing sales incentives 
           •     Impact of changed practices on line of business partners 
           •     Best practices from two top financial institutions on mitigating risk when designing sales incentives
      Ignite Theater: Spark Session
      Data Bank: What's Next - 2019 Outlook
      As financial institutions look towards 2019, what will be the key areas of focus and growth for the industry? In this session, you’ll hear key trends to look for in the coming year: 
           •     Key themes and priorities for 2019 
           •     The impact of these themes and priorities on the industry  
           •     Balance of short-term and long-term goals
      The Peer Exchange: Peer Group Discussions
      Learning & Development Labs: L&D Training Administrator User Groups
      Instructor-Led Training (ILT) - Basic
      With the vast array of online learning, we forget that sometimes the best training happens face-to-face. Enter BAI Instructor-Led Training or ILT. BAI ILT allows you to facilitate and manage your in-person and online instructor-led training. This session will walk you through the steps to manage your Instructor-Led courses within the BAI Learning Manager.

      Instructor-Led Training (ILT) - Advanced

      Take a deep dive into the Instructor-Led Training features on the BAI Learning Manager. This session expands on the learnings from ILT-basic, covering real-life ILT examples including tracking virtual classroom training, examples of ad hoc vs multi-sessions, utilizing your waitlist and more."

      It Starts with a Strong Foundation: Understanding the BAI Learning Manager
      Discover how to make the most out of your experience with the BAI Learning Manager by learning time saving techniques to effectively implement your compliance and professional development training. This session will provide an overview of the student, manager and instructor experiences as well as an in-depth overview of the new training administrator experience.

      Training that Engages – A BAI Courseware Update
      Part of BAI’s strategy is to bring you newly designed courses that are faster paced and more engaging --- all to increase learner understanding and retention while minimizing time spent in training. Join us to explore the latest in BAI courseware and preview future course functionality and content rollouts.
      The Meeting Place: Innovative at Any Size: Community Banking Peer Group
      A guided discussion with peers exploring the challenges and opportunities to leverage new technologies and innovation practices.
      Stage 1: The Transformational Role of Analytics for Branch Efficiency and Customer Experience
      Even though the number of financial services organizations and branches continue to decline in an increasingly digital world, deposits continue to grow. However, they face the challenge of having to continuously achieve the right balance between customer satisfaction, growth and operational efficiency. In this session, engage with industry experts who will share their insights into how they have managed to get the balance right, including: 
           •     Aligning branch positions and skill sets with market opportunities 
           •     Evaluating the impact of branch technologies, process changes and open hours on branch efficiency and performance 
           •     Determining the optimal staffing mix for every branch
      Spotlight 2: The Art of Story Telling to Drive Customer Acquisition and Loyalty
      Storytelling is a very effective marketing tool because it helps customers better understand who a company is, what it stands for, if they can relate and what to be associated with it. In this session, you’ll hear from a financial services leader who will share the ways in which they have used this marketing tool as an acquisition strategy and a loyalty generator, including: 
           •     Creating an emotional bond with your customers to differentiate your organization from others in the marketplace 
           •     Deepening client relationships 
           •     Identifying content that is ripe for storytelling
      No sessions match this category.
    • 9:30 a.m. - 10:15 a.m.
      Conference Sessions
      Stage 1: Regulatory Round-Up: News and Views from The Hill
      As a new era of regulation is ushered in and roles evolve across many regulatory bodies, it’s critical for financial services to know what’s happening and what’s on the horizon in terms of regulatory change and its impact on their business. In this session, you’ll hear from the top governing bodies and gain valuable insights on: 
           •     Key priorities for regulators in 2019 
           •     Where they see the biggest impact on the business 
           •     How you can work more collaboratively with regulatory bodies
      Stage 2: BAI Beacon Series: AI Driving a New Financial Services World
      There’s a lot of talk about AI in the industry, but what about action? Is it truly the technology that can help to move financial services organizations forward? In this session, you’ll explore AI in financial services and learn where it already has made an impact and where it will next. Key takeaways include: 
           •     Notable trends for AI in banking 
           •     How AI is already in use by banking organizations 
           •     Examples of AI in action across lending and credit, customer experience and operations
      Spotlight 2: The Transfer of Wealth Opportunity
      The transfer of wealth opportunity between parents and their beneficiaries is estimated at $30 billion. Financial organizations must develop a strategy to acquire a piece of that market share. In this session, you’ll learn what needs to take place in order to capitalize on this inter-generational wealth shift: 
           •     Creating a value proposition that is relevant to recruit and retain next generation of heirs 
           •     The impact on talent strategy – balancing experience with younger advisors 
           •     Integrating in-person and digital strategies to create the right customer experience
      Innovation Pavilion: Digital Account Opening - The Last Obstacle to Digital Domination!
      As consumers continue the shift to digital channels, the success of digital account opening – mobile and online – will be determined by the ease of account opening and the capabilities of digital banking apps. In this session, learn what it takes to deliver an end-to-end online/mobile account opening offering, including: 
           •     Ways to reduce the risk of account opening abandonment 
           •     How to create the right digital customer experience 
           •     Best practices from a digital-only bank
      Ignite Theater: The ROI of a Compliance Training Program
      In recent times, the financial services industry has seen more than its fair share of data breaches, cyberattacks and scandals, which have whittled away at consumer trust and confidence. It’s critical for financial services organizations to be able to build a strong business case for compliance training to empower employees to better sever their customers and internal stakeholders. Join this interactive session to: 
           •     Determine the effectiveness of compliance training in your organization 
           •     Learn how to demonstrate success and improvement to management 
           •     Evaluate training methods and justify your training budget
      Data Bank: Leveraging Data, Structured and Unstructed, to Drive Sales
      Data, whether structured or unstructured, contains valuable and actionable insights that can inform decisions, better qualify leads and help financial institutions formulate more targeted and personalized sales strategies. In this session, two experts will share global perspectives and best practices around using date to drive sales. The session includes an overview on: 
           •     Turning qualitative and behavioral information into data insights that can be leveraged during the sales process 
           •     Using data to connect with customers on a personal level 
           •     Uncovering hidden insights from unstructured data to help drive the sales process
      The Peer Exchange: BAI Emerging Leaders Network Connect (Invite Only)
      Learning & Development Labs: L&D Training Administrator User Groups
      Getting the Rules Right - Basic
      Learn how the Rules feature in the BAI Learning Manager can help you assign the right training to your learners at the right time. In this step-by-step walkthrough, you’ll get the basics on assigning and managing rules for your learners. Whether you’re a Training Administrator or want to make sure you’re leveraging all that this feature can offer, this session is for you.

      Getting the Rules Right - Advanced
      So, you’re experienced in assigning and managing rules but want to make sure you understand all there is to know. Do you know how to set up rules for new hires? Or different ways to include or exclude groups of individuals. This session will help with those strategies and much more.

      BAI L&D Connect: Resources at Your Fingertips
      Everything you need in one convenient location - BAI L&D Connect. Exclusively for BAI Learning & Development customers, BAI L&D Connect is your online resource center bringing together the latest training and compliance information in one location. session will show you how to navigate this unique and invaluable customer benefit.

      Training in 2028: Mapping the Future
      The world of training is continuously evolving. Remember when virtual training seemed impossible? Think of the changes to your training programs over the last decade. In this interactive session, participants will work together to map out the innovation possibilities that will help meet the needs of the changing workplace.
      The Meeting Place: Innovation in Action - Q&A with the BAI Global Innovation Awards
      Learning Studio: Using the Branch and Contact Center to Drive Digital Adoption
      While digital adoption is on the rise, it’s still not where it needs to be for financial services organizations. However, with the transformation that’s happening in both the branch and the contact center, this session will provide insights as to how financial institutions can leverage these changes to drive digital adoption. Key takeaways include: 
           •     Create digital ambassadors in the branch and contact center 
           •     Leverage contact center associates to identify friction and failure points in the digital experience 
           •     Promote digital habits before, during and after an interaction
      No sessions match this category.
    • 10:45 a.m. - 11:30 a.m.
      Conference Sessions
      Innovation Pavilion: Build, Buy or Partner…What's Best When it Comes to FinTech
      Across most financial services organizations, there’s a very similar conversation taking place around the best approach to FinTech – build, buy or partner – to ensure responsiveness to customers, speed to market and the best ROI for the organization. In this session, hear from experts, who will share their perspectives around the build-buy-partner dialogue, including: 
           •     The right questions to ask at the beginning of this process 
           •     How to determine if the approaches are mutually exclusive 
           •     The risks of each approach and how can you evaluate performance along the way
      Stage 2: Integrating Four Generations to Foster Innovation in an Environment of Change
      With four generations in today’s workforce, the workplace has become dynamic and sometimes challenging financial institutions. In this session, you’ll learn to navigate this territory to create optimal work environments and experiences for your employees: 
           •     Leveraging the strengths of each generation to build teams 
           •     Motivating multiple generations effectively 
           •     Creating the right experiences to promote creativity and innovation
      Spotlight 2: Redefining and Optimizing Self Services Channels
      As consumers shift from physical to digital channels to conduct their financial business, expectations of those self-service channels are high: consumers want easy and user-friendly! In this session, hear from an industry leader who will share insights on what it takes to meet and surpass those expectations across self-service platforms, including: 
           •     The role of ATMs in self-service banking and financial activities
           •     The customer experience and real-time videoconferencing 
           •     The impact of consumer usage of self-service activities on branch automation and configuration strategies
      Ignite Theater: Spark Session
      The Peer Exchange: Peer Group Discussions
      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 Learning Manager: What’s New? What’s on the Horizon?
      There is no greater feeling than receiving the latest in design and technology. At BAI we understand this desire and work continuously to bring the latest training technology to the BAI Learning Manager. Get a preview of what’s to come in features and functionality for the enhanced BAI Learning Manager so you walk away prepared to take your training to the next level.
      Stage 1: Small Business Owners Panel: A Customer's Perspective on Acquisition and Retention
      The small business segment offers financial institutions an opportunity for growth if they can address the needs of this diverse and expanding customer segment. In this session, small business customers will share frank feedback and insights on what they want and expect when it comes to banking services. Learn to: 
           •     Identify opportunities to better serve existing business customers and attract new ones 
           •     Create deeper and more sustainable relationships, especially in a digital environment 
           •     Balance the needs of this segment and the cost to serve
      Learning Studio: The ROI of a Compliance Training Program
      The financial services industry has seen more than its fair share of data breaches, cyber attacks and scandals, all of which have whittled away at consumer trust and confidence. As such, it’s critical for financial organizations to build a strong business case for compliance training to empower employees to better sever their customers and internal stakeholders. Join this interactive session to: 
           •     Determine the effectiveness of compliance training in your organization 
           •     Demonstrate its successes and improvements to management 
           •     Evaluate training methods and justify your training budget
      No sessions match this category.
*Learning Labs open to banks, credit unions, government entities, and non-profit associations.