Speakers

BAI Beacon is where you come to learn from leading industry experts on the forefront of customer centricity, innovative technology solutions and the importance of talent and engaged employees. Our stellar speaker lineup will address these key issues in the context of value to the customer and the complex regulatory environment financial services leaders are operating in.

Featured

BAI Beacon 2017 Keynote Speaker David RobertsonDavid Robertson
Best-Selling Author; Senior Lecturer, MIT Sloan School of Management; Professor of Practice, The Wharton School at University of Pennsylvania
Innovation - Going Small to Win Big

Many times, organizations are focused on the next big thing – THE innovation that will disrupt or change how business gets done. This is usually a high risk, long term and costly approach to innovation. But, there’s a different school of thought that has been leveraged by companies inside financial services, such as ING Direct, and outside the industry, like LEGO, that drives a clear path to lower-risk, incremental and impactful innovation.

Companies such as these, have developed portfolios of tightly coordinated, complementary innovations. Individually, each innovation is low risk and (often) low cost. But if done well, they can add up to a significant and sustainable competitive advantage. More >>>

Patty McCordPatty McCord
Workplace Innovator; Culture and Leadership Consultant; former Chief Talent Officer, Netflix
Winning in Financial Services by Winning in the Workplace

The financial services industry is experiencing competition, not only for customers, but for talent, too. As professionals compare working environments, financial services’ heavily regulated environment, complicated organizational structures and highly commoditized marketplace, are not as appealing as other career options.

Enter Patty McCord, workplace innovator and former Chief Talent Officer for Netflix, whose unique approach to talent, culture and leadership was one of the driving forces behind the success of the video streaming service. More >>>

BAI Beacon 2017 Keynote Speaker Crystal WashingtonCrystal Washington
Technology Strategist and Author
The Rules of Engagement - Customer Centricity in a Digital Era

As financial services companies shift from product–centric to customer-centric strategies, the importance of connecting and engaging with consumers how and where they are, has never been more important. And, where they are is online, on their phones and on social networks. So, how can financial institutions continue to transform to build stronger digital relationships and create the right kind of experiences for the customers? Crystal Washington has a few ideas!

Join Crystal as she shares actionable insights to drive successful customer engagement. Whether you’re using Twitter, Facebook, Instagram, Vine or the next best social tool, we think you’re going to love what she has to say! More >>>

Session Speakers

Cherian AbrahamCherian Abraham
Digital Payments and Commerce Executive, Experian
Next Generation of Customer Authentication
Social Engineering in Financial Services: What You Need to Know

Alex AcreeAlex Acree
Managing Director, Fenway Summer
RegTech on the Rise: What’s on the Horizon?

Justin AdamsJustin Adams
Founder, Digitize.ai
De-Risking Business Banking Lending Through A.I.

Neil AmbikarNeil Ambikar
Chief Executive Officer and Co-Founder, B2BPay
BAI Global Innovation Awards Peer Group Discussion - Innovating for Impact

Michael AnayaMichael Anaya
Supervisory Special Agent, Cyber Task Force, FBI Atlanta Cyber Division
Banking Botnets: The Threat Continues and Expands

Deva Annamalai Deva Annamalai
Director, Innovation and Insights, Fiserv
Leveraging Internet of Things (IoT) and Connected Payments

Sahil Arora Sahil Arora
FinTech Associate, Plug and Play
Companies to Watch: Battling Cybersecurity (In Conversation With Innovative Start Up Companies)

Maria AtanassovaMariela Atanassova
Co-Founder, FinTechStage
Social Engineering in Financial Services: What You Need to Know

Ravi BalasubramanianRavi Balasubramanian
Chief Executive Officer and Co-Founder, Sandbox Banking
FinTech for Community Banks and Credit Unions

JoAnn BarefootJoAnn Barefoot
Chief Executive Officer and Founder, Barefoot Innovation Group
RegTech on the Rise: What’s on the Horizon?

Nichol BeckstrandNichol Beckstrand
President, Sunrise Banks
Now What Can I Do for You? Staying Relevant in the New Payments World

Debbie BianucciDebbie Bianucci
President and Chief Executive Officer, BAI
A.I. — The Next Frontier in Customer Experience

Brian BuckinghamBrian Buckingham
Vice President, Deposits, Nomis Solutions
Rising Interest Rates: Now What?

Lee BurrowsLee Burrows
Chief Executive Officer, Banks Street Partners
Now What Can I Do for You? Staying Relevant in the New Payments World

Lazaro CamposLazaro Campos
Co-Founder, FinTechStage
RegTech on the Rise: What’s on the Horizon?
Personalizing Products and Marketing: A.I. and Chatbots Anyone?

Lou CarlozoLou Carlozo
Managing Editor, BAI Banking Strategies
The Road Ahead: 2018 Outlook

David ChungDavid Chung
Director, Simon-Kucher & Partners
Changing the Focus: A Value Approach to Deeper Client Relationships

Liz Clarkson Umpqua BankElizabeth Clarkson
Executive Vice President, Chief Compliance and Deputy Enterprise Risk Officer, Umpqua Bank
Building a Culture of Compliance

Blair Cohen Blair Cohen
Founder and Chief Executive Officer, AuthenticID
Next Generation of Customer Authentication

Jason Cohen Jason Cohen
Small Business Digital Strategy, Wells Fargo
What Do Small Businesses Want in a Banking Partner: More Touch or More Technology?

Stephen E. ConnorsStephen E. Connors
Senior Vice President, Corporate Products and Services, TD Bank
Organizing for Business Banking Success

Amanda Dorphy Amanda Dorphy
Senior Payments Information Consultant, Federal Reserve Bank of Minneapolis
How Effective are Fraud Mitigation Strategies Used by Community-Based Institutions?

Conny DorrestijnConny Dorrestijn
Chief Operating Officer, Shiraz Partners
Faster Payments in Action – A Global Perspective

Manoj DuggiralaManoj Duggirala
Chief Executive Officer and Co-Founder, Context360
FinTech Companies to Watch: Enhancing Customer Engagement (In Conversation with Innovative Startup Companies) 

Michele Elrod_LinkedInMichele Elrod
Executive Vice President, Head of Marketing, Regions Bank
Powering Smart Career Decisions

Melissa Erhardt Melissa Erhardt
Managing Director of Human Resources, Citi Retail Services
Leadership and Culture: Insight-Enabled Change

Ryan Falvey Ryan Falvey
Managing Director, Financial Solutions Lab, CFSI
Payments Innovation: Winning the Battle for the Underserved

Derik FarrarDerik Farrar
Senior Vice President, CPWM Deposit Growth, SunTrust Bank
Rising Rates: Now What?

Mic Farris Mic Farris
Decision Science and Analytics Leader, CenturyLink
Transforming Compliance and Risk Management

Kim FlemingKim Fleming
Senior Vice President, Talent and Performance Management, SunTrust Bank
Accelerating Business Results through Human Capital Strategy

Jason FurerJason Furer
Pittsburgh Site Manager, Customer Care Center, PNC Bank
Is the Contact Center the New Branch?

Matt Gamser Matt Gamser
Chief Executive Officer, SME Finance Forum
De-Risking Business Banking Lending Through A.I. 

Robb GaynorRobb Gaynor
Chief Product Officer, Malauzai
The Road Ahead: 2018 Outlook

Tina GiorgioTina Giorgio
Chief Executive Officer, ICBA BancardCherian
Now What Can I Do For You? Staying Relevant in the New Payments World

Stephen Griffin Stephen Griffin
Senior Vice President, Retail Distribution Strategy and Sales/Staff Analytics, Regions Bank
Channel Migration: Choreographing the Right Pace and Sequencing

Justin Hall Justin Hall
Senior Vice President, Human Capital and Analytics, SunTrust Bank 
Accelerating Business Results Through Human Capital Strategy

Douglas Hampton-Dowson Douglas Hampton-Dowson
Creative Director, Reality Interactive 
From Design Thinking to Design Doing

Gayle HelmGayle Helm
Senior Vice President, Care Center, Fraud Management, BB&T
Taking on Account Take Over

Miranda HillMiranda Hill
Director of Commerce Strategy and Digital Innovation, ThoughtWorks
BAI Global Innovation Awards Peer Group Discussion - Innovating for Impact

David HillerDavid Hiller
Small Business Segment Executive, SunTrust Bank
Organizing for Business Banking Success

Tom Hoscheidt Tom Hoscheidt
Managing Director, Research,BAI
Organizing for Business Banking Success
Rising Interest Rates: Now What?

Holly HughesHolly Hughes
Chief Marketing Officer, BAI
Emerging Leaders: What You Need to Retain Them
Powering Smart Career Decisions

Jody HulseyJody Hulsey
Training and Development Coordinator, Independence Bank
Emerging Leaders: What You Need to Retain Them

Shirley InscoeShirley Inscoe
Senior Analyst, Aite Group
Taking on Account Take Over

Frédéric JacquesFrédéric Jacques
Associate Partner, McKinsey & Company
Reframing the Branch Network

Colleen JonesColleen Jones
Chief Executive Officer, Content Science
Content Marketing As a Sales Asset Now and a Profitable Product Later

Sam KilmerSam Kilmer
Senior Director, Cornerstone Advisors
Life after Stupid Sales Culture: Reinventing The Sales Scorecard

Robert KnopRobert Knop
Founder and CEO, Assist You Today
Social Selling for Business Bankers

Sonya S. KoSonya S. Ko
Senior Vice President, Consumer Client Centric & Chief Admin Officer, SunTrust Banks
Customer Experience Back on the Front Burner

Kesna LawrenceKesna Lawrence
Chief Data Scientist, Deluxe Marketing Solutions, Deluxe Financial Services
A.I. — The Next Frontier in Customer Experience

Roger LangRoger Lang
Principal Product Marketing Manager, Risk and Quantitative Solutions, SAS
Transforming Compliance and Risk Management

Daniel Montaño LeónDaniel Montaño León
Partner and Creative Director, Little
Financial Education Centers: Creating a New Competitive Edge for Community-based Banking Organizations

Eran Livneh PersoneticsEran Livneh
Vice President of Marketing, Personetics
Personalizing Products and Marketing: A.I. and Chatbots Anyone? 

Bianca LopesBianca Lopes
Chief Identity Officer, BioConnect
Leveraging A.I. for Efficiencies in Payments

Dave LottDave Lott
Payment Risk Expert, Retail Payments Risk Forum, Federal Reserve Bank of Atlanta
Impact of Regulation on Emerging Payments

Ian MagrissoIan Magrisso
Brand Strategist, Storyteller, Filmmaker, Emotive Stories
Make Your Company a Storytelling Machine

Rohit Mahna Rohit Mahna
Senior Vice President, General Manager, Financial Services , Salesforce
Be the Bank Your Customers Love with Salesforce Financial Services Cloud

Kevin Malicki Kevin Malicki, SSYB, CSSGB
Director, Product Management, Harland Clarke
Transforming Compliance and Risk Management

Mariano J. MalufMariano J. Maluf
Director, Disruptive Innovation and Platforms , NCR Corporation
Personalizing Products and Marketing: A.I. and Chatbots Anyone?

Beth MarcelloBeth Marcello
Director, Women's Business Development, PNC
Women in Business – Tapping Into a Growth Segment

Jim MarousJim Marous
Owner and Publisher, Digital Banking Report
A.I. — The Next Frontier in Customer Experience

Byron Marshall Byron Marshall
Director, Research, BAI
Investing in the Future of Business Banking
Talent Peer Group Discussion: Employee Retention

Tommy MarshallTommy Marshall
FinTech Lead, North America, Accenture
Do it Right! Fintech Partnerships in Payments
The Road Ahead: 2018 Outlook

Sam Maule Sam Maule
Managing Partner, North America, 11FS
Leveraging AI for Efficiencies in Payments
Opening Up Banking Platforms

Marukel Nunez MaxwellMarukel Nunez Maxwell
Partner, McKinsey & Company
Reframing the Branch Network

Christopher McComishChristopher McComish
President, Scottrade
Powering Smart Career Decisions

Jim McCormick James M. McCormick
Chairman, First Manhattan Consulting Group/FMCG Direct
Marketing Attribution and the Digital Quandary

Thomas P. McDermottThomas P. McDermott
Managing Partner, Inver Consulting
Creating Digital Ambassadors to Drive Sales: Peer Group Huddle

Brian McEvoy Brian McEvoy
Director, Retail Branch Channel, Synovus
Channel Migration: Choreographing the Right Pace and Sequencing

Leslie McNamara Leslie McNamara
Managing Director and Executive Vice President, Head of Business and Market Development, Citi Retail Services
Leadership and Culture: Insight-Enabled Change

Mary Kay Merkt Mary Kay Merkt
Senior Vice President, Director of Vendor Management and Procurement, Johnson Bank
Managing the Risk of External Relationships

Allen Meyer Allen Meyer
Partner, Oliver Wyman Financial Services
Impact of the Administration Change on Financial Services

Jerry Miller Jerry Miller
Partner, Wipfli LLC
The Crossroads of FinTech Innovation and Regulatory Risk

Clive MitchellClive Mitchell
Chief Operating Offucer and Co-Founder, Railsbank
Connecting the Dots: Integrating Data Analytics to Drive Results
Opening Up Banking Platforms

Tatiana MorozTatiana Moroz
Founder, Tatiana Coin
Where are we with Blockchain and Cryptocurrencies?

Anthony MorrisAnthony Morris
Global Head of Retail Banking, Salesforce
An Integrated Approach to Omnichannel Strategy
Be the Bank Your Customers Love with Salesforce Financial Services Cloud

Dawn Morris Dawn Morris
Executive Vice President and Chief Marketing Officer, Webster Financial Group and Webster Bank
Marketing Attribution and the Digital Quandary

Melissa Musgrove Melissa Musgrove
Head of Social Media, Regions Bank
Social Acquisition: New Approaches to Customer Acquisition

Yury NabokovYury Nabokov
Innovation and Digital Strategy Manager, Machias Savings Bank
Powering Smart Career Decisions

Doug Nielson headshotDoug Nielson
Senior Vice President of Innovation, U.S. Bank
Leveraging IoT and Connected Payments
Should FinTech be Regulated?

Balázs NémethiBalázs Némethi
Chief Executive Officer, Taqanu
BAI Global Innovation Awards Peer Group Discussion - Innovating for Impact

Ed O'Brien Ed O'Brien
Executive Vice President, Research and Strategy, ath Power
What Do Small Businesses Want in a Banking Partner: More Touch or More Technology?

Pat O'DonnellPat O'Donnell
Senior Vice President, KeyBank
What Do Small Businesses Want in a Banking Partner: More Touch or More Technology?

Sean OwensSean Owens
Principal Consultant, Total Economic Impact Practice, Forrester
Forrester Consulting Study: How Instant Check Cashing Attracts Customers and Lifts Revenue

Kathryn PetraliaKathryn Petralia
Co-Founder and Head of Operations, Kabbage
De-Risking Business Banking Lending Through A.I.

Pat PhelanPat Phelan
Senior Vice President, Identity, TransUnion
Next Generation of Customer Authentication
Getting the Balance Right: Fraud and Customer Experience

Ruth PolachekRuth Polachek
Entrepreneur, Chief Executive Officer and Co-Founder, FinCheck.com
Personalizing Products and Marketing: A.I. and Chatbots Anyone?
Leveraging A.I. for Efficiencies in Payments

Amy RadinAmy Radin
Advisor and Board Member, The Daily Innovator, LLC
The Business Builder's Play Book

Steven Ramirez Steven Ramirez
Chief Executive Officer, Beyond the Arc
Influencer Marketing: Taking Advantage of Personal Brands

Michael RauhMichael Rauh
Chief Executive Officer, Chelsea Groton Bank
Financial Education Centers: Creating a New Competitive Edge for Community-based Banking Organizations

Ali Raza Ali Raza
Lead Principal Advisor - North America, UL Transaction Security
Now What Can I Do for You? Staying Relevant in the New Payments World

Patrick ReilyPatrick Reily
Chief Executive Officer, Verde International
De-Risking Business Banking Lending Through A.I.

Chris RentnerChris Rentner
Founder and Chief Executive Officer, Akouba Credit
De-Risking Business Banking Lending Through A.I.

Nelly ReznyNelly Rezny
Solutions Manager, TCS Financial Solutions
The Road Ahead: 2018 Outlook

Charlie Richey Charlie Richey
Vice President of Product Management, Financial Services , Salesforce
Be the Bank Your Customers Love with Salesforce Financial Services Cloud

Mark Riddle Mark Riddle
Director, Research and Content Delivery, BAI
Talent Peer Group Discussion: Tackling Employee Turnover

Matteo RizziMatteo Rizzi
Co-Founder, FinTechStage
Opening Up Banking Platforms
Where are we with Blockchain and Cryptocurrencies?

Scott Robinson Scott Robinson
Vice President and Founder, Plug and Play FinTech
Payments Innovation: Winning the Battle for the Underserved

Joe Rodriguez Joe Rodriguez
Director of Partnerships, U.S., TruRating
Doing it Right! The Rise of FinTech Partnerships in Payments

Christopher RuppeChristian Ruppe
Chief Executive Officer and Co-Founder, Monotto
Companies to Watch: FinTech for Community Banks and Credit Unions (In Conversation with Innovative Startup Companies)

Robert RutherfordRobert Rutherford
Co-Founder and Chief Investment Officer, Carneros Bay Capital; Chief Operating Officer, HEDG
Should FinTech be Regulated?

Evren SahinEvren Şahin
Digital Banking Channels Director, Yapi Kredi
BAI Global Innovation Awards Peer Group Discussion - Innovating for Impact

Suvo SarkarSuvo Sarkar
Senior Executive Vice President and Group Head, Emirates NBD
BAI Global Innovation Awards Peer Group Discussion: The Future of Mobile & Social Banking

Ginger SchmeltzerGinger Schmeltzer
Owner and Principal, GDS Associates
Doing it Right! The Rise of FinTech Partnerships in Payments

Jeff SchmidtJeff Schmidt
President and Chief Executive Officer, Authomate
Companies to Watch: Battling Cybersecurity (In Conversation with Innovative Start Up Companies)

David Schoenberger David Schoenberger
Chief Innovation Officer, Ecylpses, Inc.
Companies to Watch: Battling Cybersecurity (In Conversation with Innovative Start Up Companies)

Kristin Schwartz Kristin Schwartz
Vice President, General Manager of Financial Solutions, iStream Financial Services
The Crossroads of FinTech Innovation and Regulatory Risk

Rocky ScopellitiRocky Scopelliti
Global Industry Executive, Telstra
Mobile Payments: Serving Millennials' Needs

Ron ShevlinRon Shevlin
Research Director, Cornerstone Advisors
Channel Migration: Choreographing the Right Pace and Sequencing

Brian Sinclair Brian Sinclair
Executive Director, U.S. People Advisory Services, EY
A Fresh Look at Sales Compensation and Incentives

Rob StanichRob Stanich
Global Wealth Management Offering Manager, IBM Watson Financial Services
Connecting the Dots: Integrating Data Analytics to Drive Results

Susan SteeleSusan Steele
Director, Western Region Sales , NCR Corporation
Why customer experience is more important than ever 

Durk StelterDurk Stelter
Chief Revenue Officer, Pypstream
FinTech Companies to Watch: Enhancing Customer Engagement (In Conversation with Innovative Startup Companies)

Monika StołowskaMonika Stołowska
HR Executive Director, Alior Bank
BAI Global Innovation Awards Peer Group Discussion: Humans, Your Most Important Asset

Purva SulePurva Sule
Director, Senior Mananger, BMO Partners
The Road Ahead: 2018 Outlook

David Tente David N. Tente
Executive Director, U.S.A., LATAM ATMIA
Not Your Daddy's ATM!

Chris ThurmondChris Thurmond
Incentive Manager and Retail Strategy, First Tennessee Bank
Next Practices for Sales Practices

Julieta Falcón UribeJulieta Falcón Uribe
Consumer Segments - Underserved and Multicultural Segment Manager, BBVA
Emerging Leaders: What You Need to Retain Them

George WarfelGeorge Warfel
Payments Consultant, Haddon Hill Group
Should FinTech be Regulated?

Anoop WarrierAnoop Warrier
Head of Consumer Digital, SunTrust Banks
Leveraging Channels Outside the Branch for Sales

Valerio Zanini Valerio Zanini
Founder, 5D Vision
From Design Thinking to Design Doing

Maya ZehaviMaya Zehavi
Vice President of Product, QED-it
Where are we with Blockchain and Cryptocurrencies?

Bill ZielkeBill Zielke
Chief Marketing OFficer, Ingo Money
Forrester Consulting Study: How Instant Check Cashing Attracts Customers and Lifts Revenue