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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 (Complimentary) - Morning Sessions*
      Branch and Digital Convergence … It’s about Time!
      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
      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
      Speakers:
      Kunal Chopra, Partner, Gradient Ascent
      Monish Gandhi, CEO, Gradient Ascent
      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
      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)
      Learn More
      Go behind the scenes and explore firsthand how Disney business insights and time-tested methodologies are operationalized to deliver a great customer experience.
           -     11:30 a.m. - 12:00 p.m. Meet with boxed lunch for Business Behind The Magic Tour
           -     12:00 p.m. – 12:30 p.m. Transportation to Disney Theme Park
           -     12:30 p.m. – 3:30 p.m. Disney Business Behind The Magic Tour
           -     3:30 p.m. – 4:00 p.m. Return to BAI Beacon
      No sessions match this category.
    • 1:00 p.m. - 4:00 p.m.
      BAI Learning Labs (Complimentary) - Afternoon Sessions*
      Branch and Digital Convergence … It’s about Time!
      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
      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
      Speakers:
      Kunal Chopra, Partner, Gradient Ascent
      Monish Gandhi, CEO, Gradient Ascent
      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 Speaker and BAI Global Innovation Awards Recognition:
      No sessions match this category.
    • 6:00 p.m. - 7:30 p.m.
      Illuminate: A Celebration of Innovation Opening Reception
      Sponsored by:
      No sessions match this category.
    • 10:00 a.m. - 3:00 p.m.
      BAI Executive Roundtables (Invite Only)
      BAI Learning & Development Executive Roundtable
      BAI Compliance Executive Roundtable
      No sessions match this category.
    • 12:00 p.m. - 4:00 p.m.
      BAI Executive Roundtables (Invite Only)
      BAI Marketing Executive Roundtable - Sponsored by:
      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 Channel Strategy and Contact Centers Executive Roundtable
      Sponsored by:
      BAI Strategic Communications Executive Roundtable - Sponsored by:
      BAI Research Forum
      BAI research customers will learn more about the research and insights BAI provides, connect with other BAI customers in small group settings, share best practices with peers, and engage in peer-to-peer roundtable discussions on the questions financial services leaders will need to answer in 2019 and how analytics will be used in the process.
      No sessions match this category.
    • 1:00 p.m. - 4:00 p.m.
      C-Summit for Community-Based Banking Executives (Invite Only)
      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 smaller financial services organizations, which have unique challenges and opportunities in driving innovation? Join us for a very unique opportunity with two of the industry’s top innovations, JP Nicols and Jason Henrichs, 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.
    • Luke Williams, Professor of Innovation, NYU Stern School of Business; Founder and Executive Director, W.R. Berkley Innovation Labs
      No sessions match this category.
    • 12:15 p.m. - 3:00 p.m.
      BAI Talent Management Executive Session - Sponsored by:
      No sessions match this category.
    • 7:30 a.m.
      Registration Opens
      No sessions match this category.
    • 8:15 a.m. - 10:00 a.m.
      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 - Sponsored by:
      Ignite Theater: Luncheon Session – Advancing Security and Efficiency through Biometrics and Orchestration (12:30 p.m.-1:00 p.m.)
      According to the Verizon Data Breach Investigations Report, 81% of confirmed data breaches involved weak, default or stolen passwords. Your customers want to know their data is secure, yet the threat landscape is continually evolving with increasingly advanced and sophisticated cyberattacks. Join us in the Ignite Theater as security experts from Fujitsu and Fiserv discuss how biometrics can replace passwords while enhancing the customer experience, and how security event orchestration provides enhanced protection and efficiency.

      Speakers:

      Charles (Bud) Yanak, Director Product Management & Partner Development, Fujitsu Frontech North America
      Nayan Patel – VP Strategic Alliances, Fiserv
      Milan Patel – Chief Client Officer, BlueVoyant
      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 VIP Reception (Invite Only)
      Learn More
      Enjoy the opportunity to network with senior business leaders from the financial services industry from home and abroad.
      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
      Speakers:
      Hope Felton-Miller, Co-Founder and Principal, Felton Willis
      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
      Moderator:
      Walter Bialas, Vice President, Director of Research, JLL
      Panelists:
      Stephen Griffin, Senior Vice President, Retail Distribution Strategy
      Ben Hopper, Head of Retail Delivery and Strategy, First Tennessee
      Linda Morris, Executive Vice President, Retail Branch Executive, PNC
      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.
      Moderator:
      Karl Dahlgren, Managing Director, BAI
      Panelists:
      Gloria Banks, Chief Compliance Officer, Synovus
      Marybeth McManus, SVP, Business Controls Director, Fifth Third Bank
      Richard Fitzgerald, Senior Compliance Manager, Legal, Corporate & Compliance Group, BMO Financial Group
      Spotlight 2: 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
      Speaker:
      Nicole Lorch, Executive Vice President & Chief Operating Officer, First Internet Bank
      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
      Speaker:
      Shanna L. Anderson, Vice President, Retail Sales, Fifth Third Bank
      Terrence Harris, Senior Vice President and Director of Corporate Retail Sales, Commerce Bank
      Ignite Theater: BAI Beacon Rapid Fire Demos
      Join us for the Rapid Fire Demos Featuring:

      Scanning options for branch capture platforms
      Speaker:
      Bob Ladich, Business Development, Canon

      A New Roadmap For Deposit Growth
      Speaker:
      Rob Reale, National Sales Manager, Insight Financial Marketing, LLC

      How Proactive Customer Service Builds Trust and Loyalty
      Speaker:
      Brian Macallister, Senior Advisory Solution Consultant,Customer Service Management, ServiceNow

      The Self Healing Branch
      Speaker:
      Neha Bararia, Senior Product Manager, CompuCom

      Data Diode One-Way Data Transfer
      Speaker:
      Gary McGibbon, Business Development Manager, Owl Cyber Defense Solutions
      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
      Speaker:
      Bill Handel, Vice President Research & Chief Economist, Raddon
      The Peer Exchange: Peer Group Discussions - Reserve Your Seat in the Mobile App
      Choose your preferred session:
      Table #1: Identifying the Next Generation of Leaders
      Talent is a key issue for financial institutions. Join your peers for a conversation about what banking organizations can do to identify a sustainable talent pipeline.
      Moderator:
      David Miree, Executive Vice President, Lead Region President, Texas, Wells Fargo

      Table #2: The Transfer of Wealth Opportunity
      The transfer of wealth opportunity between parents and their beneficiaries is estimated to be in the trillions. Participate in a discussion to see what peers are doing to capitalize on this inter-generational wealth shift.
      Moderator:
      Larry Baily, Consultant, BAI

      Table #3: Branch Transformation Experiences that Remain Relevant
      Talent is a key issue for financial institutions. Join your peers for a conversation about what banking organizations can do to identify a sustainable talent pipeline.
      Moderator:
      William Stutzman, Director of Strategic Initiatives, Ventus

      Table #4: Should we care about Abandonment, Retargeting, and Conversion?
      With consumers starting their search for financial products online, how do we effectively capture their intent and align the right follow up actions? In this session, we will discuss Abandonment, Retargeting, and Conversion programs that are collaborated across digital and physical channels.
      Moderator:
      Todd Robertson, Senior Vice President, ARGO
      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 (For Training Administrators)
      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 (Room W230CD): BAI Emerging Leaders Network Women Leaders of Tomorrow Featuring Kat Cole, Chief Operating Officer and President, North America, Focus Brands (Invite Only)
      BAI Emerging Leaders Network: Women Leaders of Tomorrow is a celebration of up and coming female banking executives who are part of the BAI Emerging Leaders Network. As part of the celebration, we will host a Q&A with Kat Cole, who is a young and prominent business leader.
      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?
      Speaker:
      Clayton J. Mitchell, CAMS, Principal, Crowe LLP
      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.)?
      Speakers:
      Richard K. Crone, CEO, Crone Consulting, LLC
      Heidi A. Liebenguth, Managing Partner and Research Director, Crone Consulting, LLC
      Spotlight 1: 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.
      Speaker:
      Juan Luis Betancourt, CEO, Humantelligence, Inc.
      Amit Chu, Ventures Analyst, Plug and Play 
      Ignite Theater: Spark Session
      Next generation of consumer banking
      Consumer banking is increasingly a seamless mobile experience. And going digital is no longer about making friendlier websites, moving business operations to the cloud or publishing a mobile app. Come see how you could accelerate the move for your institution. 
      Speakers:
      Nirmal Nair, Executive Vice President, Product and Marketing, Clickatell, Inc.
      Jeppe Dorff, Managing Director, Transact Division, Clickatell, Inc.
      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).
      Stage 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
      Speaker:
      Robert Stillwell, Senior Vice President, Analytics Officer, Seacoast Bank
      David Wallace, Global Financial Services Marketing Manager, SAS
      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
      Moderator:
      George Warfel, General Manager, Fintech & Payments Strategy, Haddon Hill Group, Inc.
      Panelists:
      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
      Speaker:
      Jason Henrichs, Managing Director, FinTech Forge
      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
      Speakers:
      Nora B. I. de D'Alessio, Vice President, D'Alessio IROL
      Alejandra Roussos, Vice President, AMBA
      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.
      Speaker:
      Romeo Maione, Program Designer, Launchfire
      The Peer Exchange: Peer Group Discussions - Reserve Your Seat in the Mobile App
      Table #1: Build It and They Will Come is a Myth!
      Becoming a digital bank is mission critical, but few have come close. Can your employees answer mobile banking questions? What’s your plan to educate customers on new digital features? Discuss best practices to accelerate digital adoption with BOTH employees and customers, with highlights from the RBC Celent Model Bank 2018 Award.
      Moderator:
      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 (Room W230CD): Executive Q&A with Featured Speaker, Tom Wujec (Invite Only)
      Innovation and business visualization expert, Tom Wujec will facilitate a rapid-fire, interactive session to identify and prioritize key business challenges and find solutions by taking a different approach to problem solving.
      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
      Speaker:
      Anthony Riva, Second Vice President, Senior RRG Consultant, Unitized Valuation & Reporting Services, Northern Trust
      No sessions match this category.
    • 2:15 p.m. - 3:15 p.m.
      Conference Sessions
      Stage 1: BAI Beacon Innovation Series: Innovation Without Borders
      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
      Speakers:
      Gürhan Çam, Digital Banking & Innovation, DenizBank
      Vincent Hui, General Manager and Head of Personal Banking Division, The Bank of East Asia (BEA)
      JP Nicols, Managing Director, FinTech Forge
      Teresa Tanner, Executive Vice President and Chief Administrative Officer, Fifth Third Bank
      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
      Speaker:
      Deepak Kukreja, Director, Client Segment Strategy, CIBC
      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
      Speakers:
      Chris Hamm, Vice President and Fraud Manager, BSA & Bank, First Citizens National Bank
      Esther Pigg, Senior Vice President, Product Strategy, FIS Bank & Payments
      Sherif Samy, Senior Vice President, North America, Entersekt
      Innovation Pavilion: 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.
      Speaker:
      Amit Chu, Ventures Analyst, Plug and Play
      Dan Johnson, Regional Vice President Sales, CLICKSwitch
      Dan Michaeli, CEO and Founder, SaleMove
      John Ventura, President, Even Financial
      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
      Speakers:
      Lisa Oliver, President and Chief Exeuctive Officer, The Cooperative Bank of Cape Cod
      Mark Trinkle, President and Chief Sales Officer, Anthony Cole Training Group
      Ignite Theater: Spark Sessions

      Turning Underserved Customers into Well-Served Customers 
      Consumers are using alternative sources to meet their financial needs, instead of turning to their trusted bank. To retain these relationships and help keep their financial health intact, FIs should empower underserved consumers with tools/services that provide immediate awareness and a range of liquidity options to help them avoid problems.
      Speakers:
      William Harrington, Senior Solutions Consultant, Fiserv
      Patti Schubert, Client Solutions Consultant, Fiserv
      Data Bank: The Science to the Art of Talent Management
      Attracting and retaining top talent has become a key strategic objective in light of the stiff competition from inside and outside the financial services industry. The ability to do this effectively is both an art and a science. However today, its more effective than ever to back up HR intuition through data analytics to ensure that you have the right people in the right place for your organization. Join our industry experts where you learn more about:
           ·     Talent management trends in financial services
           ·     Data to consider in talent management decisions
           ·     Insights into disconnects between employees and employers and how to address them
           ·     Effective employee engagement strategies
      Speaker:
      Byron Marshall, Director, BAI
      The Peer Exchange: Peer Group Discussion - Reserve Your Seat in the Mobile App
      Choose your preferred session:

      Table #1: Making Influencer Marketing Work for You
      Partnering with influencers can help financial institutions reach new customer segments, add greater value to existing clients and add more value to the overall relationship. In a moderated discussion, share ideas and Win-win-win.
      Moderator:
      Jay Palter, Chief Engagement Officer, Jay Palter Social Advisory

      Table #2: Internet of Things (IoT) – What it all about?
      With advanced technology and greater connectivity, new smart devices offer information and opportunities for customer convenience and experience. In conversation with your peers, learn how they are preparing for the opportunities IoT provides for customer acquisition and customer growth.

      Table #3: Selling Through Self Service Channels
      As consumers migrate from the branch to digital and self-service channels to transact their business, financial services organizations need to find different approaches to capture those sales. Join your peers in a conversation about what they are doing to use these other channels more effectively within their sales strategy.

      Table #4: Top Talent – What You Need to Retain Them?
      The ability to engage and retain top talent within financial services organizations is vital. These executives are key to the company’s future; they help management teams think differently, compete effectively and innovate freely. Participate in a dialogue and learn what your peers are doing to keep top talent in their organizations.
      Moderator:
      Samantha Melting, Senior Vice President, Savings Product Executive, Bank of America
      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 (Room W230CD): BAI Emerging Leaders Network: Disney Institute's Approach to Leadership Excellence (Invite Only)
      Disney will share its leadership philosophies and facilitate a discussion around career opportunities and development with our emerging leaders.
      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
      Speaker:
      Titi Cole, Executive Vice President, Head of Operations, Wells Fargo
      No sessions match this category.
    • 1:15 p.m. - 2:00 p.m.
      Conference Sessions
      Stage 1: BAI Series on AI: Transforming the Customer Experience with 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
      Speaker:
      Lou Carlozo, Managing Editor, BAI
      Michelle Moore, Head of Digital Banking, Bank of America
      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
      Speaker:
      Mike Reardon, Senior Facilitator, Disney Institute
      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
      Speakers:
      Loran Adams, SVP Director of Risk Management, Carter Bank and Trust out of Virginia
      Terrence E. Ammons, Systems Partner, Porter Keadle Moore
      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.
      Speaker:
      Andrew Anderson, Director, Dispel
      Amit Chu, Ventures Analyst, Plug and Play
      Edwina Johnson, Head of Operations, Alloy
      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
      Speaker:
      Jamie Frogale, Director of Learning and Development, Arlington Community Federal Credit Union
      Ignite Theater: Spark Session
      Reclaiming Your Small Business Lending Market

      In his presentation, Neill will share how incorporating technology into the loan origination, on boarding and portfolio management steps adds speed and efficiency to the process. Attendees will learn how technology improves consistency and provides a better customer experience.

      Speaker:

      Neill LeCorgne, Vice President of Banking, Sageworks
      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
      Speaker:
      Rajesh John, Principal, A.T. Kearney
      The Peer Exchange: Peer Group Discussion - Reserve Your Seat in the Mobile App
      Choose your preferred session:

      Table #1: Is Cross Selling So Bad?

      Cross sell has become a tainted word in banking lexicon. But, really is it so bad? Done correctly, cross selling can help customers and their financial institutions start a conversation of discovery to become a trusted advisor, identify needs and provide value to the customer. In a frank dialogue, talk with peers about how they are approaching cross and gain insights into success stories and lessons learned along the way.
      Moderator:
      Chris Thurmond, Incentive Manager and Retail Strategy, First Tennessee Bank

      Table #2: 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., and engage in a dialogue that can result in a win win for you and your customers.
      Moderator:
      Mimi Joy, Director, CFSI

      Table #3: Modernizing the Branch to Keep Pace with Digital
      Not long ago, the future of the physical branch was questioned. Now, we see tech giants seizing opportunities to establish and maintain a physical presence– they know that digital isn’t the only answer to building the right consumer experience. Consumers inherently trust financial institutions (FIs) above all other disruptors in the market. As long as FIs continue to progress, transform and modernize their physical and digital touchpoints in this highly connected world – they will prevail. In this session, join your peers for a discussion on where they are in their branch transformation journey, and how they plan to create personalized and meaningful connections by bridging the physical and digital divide. What has worked, what hasn’t and what are they doing to converge their physical and digital strategies to create an omnichannel experience for consumers. Join us!
      Moderator:
      Heather Gibbins, Vice President, Global Software Go-To-Market, Diebold Nixdorf

      Table #4: Former FBI Cyber Division CTO's Insiders View on Cyber-Attacks
      Talent is a key issue for financial institutions. Join your peers for a conversation about what banking organizations can do to identify a sustainable talent pipeline.
      Moderator:
      Milan Patel, Chief Client Officer, BlueVoyant and Fiserv Partner
      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).
      Spotlight 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
      Speaker:
      Marion McGovern, Author & Corporate Director
      No sessions match this category.
    • 11:30 a.m. - 12:15 p.m.
      Conference Sessions
      Stage 1: Humanizing the Digital Experience in Banking
      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
      Speakers:
      Rilla Delorier, Executive Vice President, Chief Strategy Officer, Umpqua Bank
      Holly Hughes, Chief Marketing Officer, BAI
      Jim Marous, Owner and Publisher, Digital Banking Report
      Stage 2: Looking for Talent…in Different Places!
      Finding top talent has always been a pain point for banking organizations, but it's particularly challenging now due to the increasingly competitive job market, both inside and outside the financial services industry. So how can financial institutions identify, engage and retain the right talent for their organizations? In this session, you’ll hear from experts who have cracked the code by approaching recruitment and retention differently in order to build a sustainable pipeline of new and engaged talent:
           •     The current challenge around talent management
           •     Partnerships that can drive a new approach to identifying and engaging new talent
           •     Talent management case study from J P Morgan Chase – successes and lesson learned
      Moderator:
      Abby Jo Sigal, Founder, Here to Here
      Speakers:
      Caitlin Crump,  Recruiter, Chase Consumer & Community Banking
      Linda Merians, Chief of Staff, Guttman Community College
      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
      Speaker:
      Dipanjan Das, Senior Vice President and Senior Director, Capital One Financial
      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
      Speaker:
      Hannah Day, Strategic Initiatives Analyst, Jack Henry & Associates, Inc.
      Ignite Theater: BAI Beacon Rapid Fire Demos
      Join us for the Rapid Fire Demos Featuring:

      How to Defend Against Increasingly Sophisticated Cyber Attacks
      Speaker:
      Milan Patel, Chief Client Officer, BlueVoyant and Fiserv

      Payveris presents The MoveMoney Platform
      Speaker:
      Nate Dudek, Chief Technology Officer, Payveris

      Branch Anywhere
      Speaker:
      Toni Montileone, Product Marketing Specialist, Jack Henry and Associates

      Innovation is Nothing Without Adoption
      Speaker:
      Janice Diner, CEO and Founder, Horizn

      How to Drive Business Value with On Demand Insights
      Speaker:
      Amy Graybill, Vice President, Product Innovation and Management, Enterprise Insights and Core Data, Equifax
      Data Bank: Unified Banking: The Key to Powering Personalization
      Banking customers have different needs at different times that may span a spectrum of expertise across several lines of business. While this may mean involving different specialists, customers expect their banks to provide a consistent and personalized experience at each touchpoint. Meeting this high standard requires having a single view of each customer’s financial holdings, needs, and relationships — across their personal and professional lives. Join us for this session to walk away with actionable ways to:
           •     Unite data from across your bank and use it to power personalized experiences across lines of business and channels
           •     Break down banking silos to facilitate collaboration and deepen relationships throughout the customer lifecycle
           •     Stay one step ahead of customers’ evolving expectations with flexible technologies that support rapid innovation and embrace open banking principles
      Speaker:
      Greg Blausey, Director, Banking Industry Lead, Salesforce
      Munish Kumar, Chief Technology Officer and Managing Director, JPMorgan Chase
      The Peer Exchange: The Emerging leader Mentor Peer Groups: Session #1 (Invite Only)
      Emerging Leaders will meet with members of BAI Board of Directors for roundtable discussions about career choices, development and much more! Five roundtables will take place concurrently at this time for 50 emerging leaders. This session will also be repeated on Thursday, Oct 11 for the remaining emerging leaders.
      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 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.
      Spotlight 2: The End of Pure Play: What to Do When Non-Banks (Such As Amazon) Become Banks
      To compete and win against non-traditional banking companies, financial organizations need to better understand their challenges and where to focus their resources to maintain and grow market share. For example, if it really wanted to, Amazon could become the third largest U.S. bank overnight! Based on acquisition behavior alone, it’s clear the company wants to extend its online (and now traditional brick and mortar) tentacles into all aspects of consumers’ lives; from retail, to food, to entertainment, to healthcare and inevitably finance. And this ecommerce giant isn’t the only one aggressively looking to redefine markets – all over the world various non-banks are looking to spread their wings. So where does this leave your business? In this session you will:
           •     Get insights into the non-bank competitors that are set to make an impact
           •     Define what needs to get done, short term and long term, to combat non bank competitors
           •     Learn key ways you can leverage your current infrastructure to differentiate the consumer experience and bring more value to your customers
      Speaker:
      Scott Anderson, Brand Evangelist, Diebold-Nixdorf
      No sessions match this category.
    • 7:30 a.m. - 8:15 a.m.
      Continental Breakfast in the West Concourse Foyer
      No sessions match this category.
    • 3:45 p.m. - 5:00 p.m.
      Conference Sessions
      Innovation Pavilion: BAI Beacon Innovation Series: Best in the U.S. from the BAI Global Innovation Awards
      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.
      Speakers:
      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
      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
      Speaker:
      Brian Buckingham, Senior Vice President, Services, Nomis
      Derik Farrar, CPWM Deposit Growth, Senior Vice President, Sun Trust Bank
      Gavin H. Geraci, COO, PNC Business Banking
      Tom Hoscheidt, Managing Director, BAI
      Scott Peters, Senior Executive Vice President, Head of Consumer Services, Regions Financial Corporation
      Learning Studio: BAI Beacon Series: Exploring the Universal Banker
      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
      Speakers:
      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
      No sessions match this category.
    • 7:30 a.m.
      Registration Opens
      No sessions match this category.
    • 7:30 a.m. - 8:15 a.m.
      Continental Breakfast in the BAI Beacon Campus
      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.
    • 11:30 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
      Learn More
      Come together over breakfast with your mentors, BAI Board of Directors and BAI Leadership to be recognized and celebrate the BAI Emerging Leaders Network and discuss key highlights from the conference to date, lessons learned and action steps following BAI Beacon.
      No sessions match this category.
    • 8:15 a.m. - 9:00 a.m.
      Conference Sessions
      Data Bank: Open Banking – Why Banks Can Win this War
      For banking organizations, open banking offers the opportunity for faster product development, greater customer relevancy and bigger wallet share…if approached in the right way.  In this session, industry experts will share their insights on leveraging open banking to deliver greater customer value and enhanced experiences. Key takeaways include: 
           •     Understanding the open banking opportunity: vital ingredients and possible business cases
           •     What is needed to make open banking a reality in North America – the answers are surprising!
           •     Lessons learned from abroad – what Europe can teach us
      Speaker:
      Conny Dorrestijn, Founding Partner, BankiFi (UK/NL)
      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.
      Speaker:
      Robert Piotr Hibner, Director of Digital Channels Department, mBank S.A.
      JP Nicols, Managing Director, FinTech Forge
      Kemal Payza, Business Development and Innovation Manager, Albaraka
      Dr. Harry Wang, Director of US Research Lab, OneConnect Financial Technology Co., Ltd.
      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
      Speakers:
      Jason Epstein, Executive Vice President, Head of Sales, Service and Performance Management, Regions Bank
      Chris Thurmond, Incentive Manager and Retail Strategy, First Tennessee Bank
      Ignite Theater: Spark Session
      IBM: Winners & Losers - Strategies to Beat the Odds
      To gain competitive advantage in this environment, banks must digitally reinvent for the future. In this session, experts discuss the impact of disruptive forces that are reshaping the industry and how successful customers have taken advantage of IBM's industry expertise and infrastructure to build platforms of the future.
      Speaker:
      David Zimmerman, Global Solutions Executive & Worldwide Cloud Leader, IBM
      Saran Bommakanti, Chief Industry Solutions Architect, IBM
      Stage 2: 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
      Speakers:
      Karl Dahlgren, Managing Director, BAI
      Mark Riddle, Director, BAI
      The Peer Exchange: Peer Group Discussions - Reserve Your Seat in the Mobile App
      Choose your preferred session:

      Table #1: Creating Relationships in a Digital World
      As consumers continue shift more of their interactions with their financial institutions to mobile and online channels, how can you keep them if you do not meet them face to face? In this roundtable, you’ll share ideas about how to reconnect with your customer base.
      Moderator:
      Daniel Hoke, Senior Vice President and Group Head, Strategic Planning, Consumer and Business Banking, U.S. Bank 

      Table #2: Technology for Community-based Banking Organizations
      Emerging technology has opened the door to new opportunities for financial institutions. Join this peer group session to talk about how smaller banking organizations can compete to win and take advantage of the digital transformation to drive growth and profitability.
      Moderator:
      Tom McDermott, Co-Founder and Managing Partner, Inver Consulting Group

      Table #3: Using Data to Drive Sales
      Poor data not only causes ineffective sales and marketing campaigns: It can disengage customers, which leads to lackluster sales while also alienating existing and prospective clients. In a facilitated dialogue exchange ideas and hear insights on making the most of your data to drive sales.
      Moderator:
      David Kerstein, President, Peak Performance Consulting Group
      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.
      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
      Speakers:
      John Maniscalco, Senior Vice President, Head of Customer Experience & Productivity, TD Bank
      Randy Ross, Executive Vice President, Kiran Analytics, Inc
      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
      Moderator
      Dennis M. Hild, Managing Director, Crowe LLP

      Speakers:

      Stuart Hoff, Senior Policy Analyst, Division of Depositor and Consumer Protection, Federal Deposit Insurance Corporation
      Gary Stein, Deputy Assistant Director, Office of Card, Payment, & Deposit Markets, Bureau of Consumer Financial Protection
      Steve Wise, Vice President, Supervision and Regulation Division, Federal Reserve Bank of Atlanta
      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
      Speaker:
      Kunal Chopra, Partner, Gradient Ascent
      Monish Gandhi, CEO, Gradient Ascent
      Spotlight 2: 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
      Speaker:
      Armin Ajami, Senior Vice President, Strategic Planning Manager Virtual Channels, Wells Fargo
      Susan Wheeler, Senior Vice President, Marketing Manager, Virtual Channels, Wells Fargo
      Spotlight 1: Connect Customer Journey’s of the Future
      The most important question for us today is: How do we stay relevant for our customers? We must build and orchestrate cross-industry customer experiences and strategies. Platforms we build today will be inadequate on their own to drive customer engagement and commerce of the connected future. Instead, they must become parts of larger customer-centric ecosystems. In this session, dig into what such a connected model looks like including issues such as a CX focused org design, cross-industry journeys and personas, aspirations-based loyalty models, and partnerships that augment our own value propositions. We will also discuss how to effectively apply technologies such as APIs and Distributed Ledger Technology (DLT) or blockchain to help us meet these strategic objectives.
      Speaker:
      Manish Grover, Author, Connected and Dancing the Digital Tune
      Data Bank: Leveraging Data, Structured and Unstructured, 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
      Speakers:
      Andrew Parker, Head of Sales, SeeEverything.com
      Paula Quintana, President & CEO, Altus Ars Consulting
      The Peer Exchange: BAI Emerging Leader Mentor Peer Groups: Session #2 (Invite Only)
      Emerging Leaders will meet with members of BAI Board of Directors for roundtable discussions about career choices, development and much more! Five roundtables will take place concurrently at this time for 50 emerging leaders.
      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.
      Innovation Pavilion: Innovation in Action: Breakthrough Moments and Advice from the BAI Global Innovation Awards Judges
      BAI received hundreds of submissions for the 2018 BAI Global Innovation Awards and our global panel of judges evaluated and carefully considered them all – an iterative process with active dialog which gave them a unique perspective on what is happening across financial services. Join a handful of the Innovation Circle judges for an open discussion to get their take on your contributions as innovators, and their own experiences as bankers, founders, advisors and thought leaders. And bring your questions – the judges want to hear from you and help you with your innovation challenges!
           •     Leverage international perspectives and approaches to problem-solving to think differently about what successful innovation should look like for you and your organization
           •     Get tailored advice to help you solve your biggest challenges
           •     Hear the inside scoop on what makes an innovation award-winning and poises it for continued success
      Moderator:
      Amy Radin, Author and Advisor, The Change Maker’s Playbook
      Panelists:
      Sue Britton, Founder & CEO, Fintech Growth Syndicate
      Conny Dorrestijn, Founding Partner, Bankifi
      Vincent Hui, General Manager and Head of Personal Banking Division, The Bank of East Asia (BEA)
      Jennifer Tescher, President and CEO, Center for Financial Services Innovation (CFSI)
      No sessions match this category.
    • 10:30 a.m. - 11:15 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
      Moderator:
      Lou Carlozo, Managing Editor, BAI;

      Speakers:

      Amit Chu, Ventures Analyst, Plug and Play 
      Ben Schack, Head of U.S. Digital Partnerships, BMO Financial Group
      Stage 2: Culture-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
      Speakers:
      Janet Coletti, Executive Vice President, Human Resource, M&T Bank
      Debbie Harsh, Chief Cultural Officer, CenterState Bank
      Stage 1: 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
      Speakers:
      Tracey Miller, Senior Vice President, Pioneer Federal Credit Union
      Gene Pranger, CEO and Founder, POPio Mobile Video Cloud
      Seth Schaefer, CEO and President, Rivermark Federal Credit Union
      Jennifer Scott, Senior Vice President, Regions Bank
      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.
      Data Bank: 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
      Speaker:
      Hope Felton-Miller, Co-Founder and Principal, Felton Willis
      Spotlight 2: 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
      Speaker:
      Karl Dahlgren, Managing Director, BAI
      No sessions match this category.
*Learning Labs open to banks, credit unions, government entities, and non-profit associations.