Agenda

Sunday | September 8

5:00 PM - 6:00 PM
Pre-Event Networking Reception + Registration
This two-day program encourages conversation, inspiration and transformation - and this welcoming reception is the first chance for participants to meet and mingle with executives and key leadership teams from various parts of the financial industry.

Day One | Monday | September 9

8:00 AM - 9:00 AM
Breakfast + Registration

9:00 AM - 9:05 AM
Setting the Stage  
Al Dominick, CEO, Bank Director & FinXTech
As a resource powered by Bank Director, FinXTech specializes in connecting a hugely influential audience of U.S. bank leaders with technology partners at the forefront of innovation.  To kick off our annual event, we outline the opportunities available to participants to explore and connect on new ideas, strategies and initiatives to grow their companies.

9:05 AM - 9:10 AM
Executing Your Digital Strategy
Mika Moser
, President, Bank Director
Kevin Tweddle, Chief Operating Officer, ICBA Services Network
This session introduces the types of companies featured in FinXTech Connect that we welcome during this 2-day program.

9:10 AM - 9:50 AM
Keynote Presentation
What is the future of banking and technology?  The event opens with a look at how technology is making an impact on our world and what is to come.

9:50 AM - 10:20 AM
Interactive Expo + Refreshment Break
Sponsored by:  PayNet, Inc.
Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

10:20 AM - 11:10 AM
Experience FinXTech Connect
Learn what technology is available by hearing what is out there in regards to security, data & analytics, internal systems, lending, digital banking, payments, regtech and customer experience! Each Experience FinXTech Connect demo session will follow the same 20-minute format: 5 minute demo of the product or service, 5 minutes to hear how banks can utilize the product or service, 5 minutes to hear how implementation occurs and 5 minutes for Q&A. Each attendee may attend two demo sessions during this time frame.

10:20 AM - 10:40 AM 
Experience FinXTech Connect Demonstration Sessions: Round I

  • Experience FinXTech Connect Demo I: Security
    This demonstration will offer solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
  • Experience FinXTech Connect Demo II: Data + Analytics
    Learn how to leverage big data, machine learning and AI to predict customer and market behavior.
  • Experience FinXTech Connect Demo III: Internal Systems
    Bobby Childs
    , Director of Marketing & Business Development, Integrated Legacy Solutions
    Let’s face it, no one likes to engage in a data conversion as it is often a painful process.  ILS has designed innovative ways to “migrate” legacy data more quickly, affordably and with less disruption than other costly and time consuming traditional methods of conversion.  Join us to learn more!
  • Experience FinXTech Connect Demo IV: Lending
    Will Cameron
    , Senior Manager, Area Vice President, nCino
    Kathryn McKoy, Senior Product Specialist, nCino
    nCino’s Bank Operating System spans business lines to provide a true single platform experience by streamlining the entire loan origination process, offering a deposit account opening feature for in-branch or online and providing a treasury management solution that reduces manual tasks and offers transparency to the customer and the employee.
  • Experience FinXTech Connect Demo V: Digital Banking
    Drew Sievers
    , CEO, Trizic Inc.
    Learn how Trizic’s integrated and flexible technology is helping banks replace expensive manual processes and evolve beyond their old, inefficient systems.  This demo is for any bank that wants to grow assets, keep deposits and profitably offer mass affluent wealth solutions to their entire customer base.
  • Experience FinXTech Connect Demo VI: Payments
    Find out how this solution enables banks to offer new payment services to commercial and retail clients.

10:50 AM - 11:10 AM
Experience FinXTech Connect Demonstration Sessions: Round II

  • Experience FinXTech Connect Demo I: RegTech
    Is your bank looking for new solutions that track regulations and help the bank comply with them? Attend this demonstration to find out what tools are available to you and your bank.
  • Experience FinXTech Connect Demo II: Customer Experience
    How can your bank improve customer engagement and remove friction from the banking experience? Find the answers during this active session.
  • Experience FinXTech Connect Demo III: Security
    This demonstration will offer solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
  • Experience FinXTech Connect Demo IV: Internal Systems
    Improve efficiency and provide the infrastructure banks need to support innovation.
  • Experience FinXTech Connect Demo V: Digitizing Commercial Lending
    John Dale
    , Director, Solutions Delivery, PayNet, Inc.
    Learn more about digitizing financial statements to speed up delivering credit to mainstreet.
  • Experience FinXTech Connect Demo VI: Payments
    Find out how this solution enables banks to offer new payment services to commercial and retail clients.

11:20 AM - 12:20 PM
Peer Exchange Session I: Opportunities
What technologies allow a bank to grow their business? Is it through a partnership model or by providing a solution to allow the bank to better service the needs of their clients and expand their market share?  How can a bank unleash the true potential of fintech companies - and in return how do technology companies expand their distribution? During Experience FinXTech, groups of bankers and fintech leaders gather to discuss topics around the opportunities that lie ahead as they work to integrate new products and innovations - in closed door, off-the-record conversations.

12:20 PM - 1:30 PM 
Interactive Expo + Networking Lunch
Have lunch with key business leaders while also exploring the latest technologies changing the financial industry.

1:30 PM - 2:00 PM
What Is Your Fintech Worth?
For many, the conversation around technology concerns a rent or partner-type consideration.  But what if you wanted to buy a fintech?  Be it as a bank or another technology company, the proverbial window of opportunity appears open.  But for how long and what would you pay?  This breakout session examines a variety of M&A topics - beginning with how one might value a fintech in today’s environment.

2:10 PM - 3:00 PM
Simulation Workshops

Fintech Simulation Workshop
Michael J. Dunne
, Partner, Day Pitney LLP
Michael T. Rave, Partner, Day Pitney LLP
How do fintechs find bank partners? What do fintechs need to know about working with banks? What regulations should fintechs be aware of? What differences do fintechs need to be aware of when working through culture fits? Learn answers to these questions and more during this hands-on, interactive session.

Bank Simulation Workshop
Once a bank decides to integrate a new technology or work with a fintech, what are the next steps?  What issues need to be considered and addressed prior to integration?  What are things to keep in mind as the two work together - cost, culture, talent and timing?  Hear answers to these questions and more during this interactive, hands-on session. 

3:00 PM - 3:30 PM
Interactive Expo + Refreshment Break
Enjoy snacks and refreshments as you take a hands-on look at the latest technology and innovation.

3:30 PM - 3:50 PM
Experience FinXTech Connect Demonstration Sessions: Round III

  • Experience FinXTech Connect Demo I: Security
    This demonstration will offer solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
  • Experience FinXTech Connect Demo II: Data + Analytics
    Learn how to leverage big data, machine learning and AI to predict customer and market behavior.
  • Experience FinXTech Connect Demo III: Internal Systems
    Improve efficiency and provide the infrastructure banks need to support innovation.
  • Experience FinXTech Connect Demo IV: Lending
    Jeremy Putka
    , Director of Partnerships, P2Binvestor Inc.
    Attend this demo to learn about modernizing your C&I lending experience.
  • Experience FinXTech Connect Demo V: Digital Banking
    How can a bank acquire and serve customers through online and mobile channels? This demonstration provides new solutions in digital banking.
  • Experience FinXTech Connect Demo VI: Payments
    Find out how this solution enables banks to offer new payment services to commercial and retail clients.

4:00 PM - 4:20 PM
Experience FinXTech Connect Demonstration Sessions: Round IV

  • Experience FinXTech Connect Demo I: RegTech
    Is your bank looking for new solutions that track regulations and help the bank comply with them? Attend this demonstration to find out what tools are available to you and your bank.
  • Experience FinXTech Connect Demo II: Customer Experience
    How can your bank improve customer engagement and remove friction from the banking experience? Find the answers during this active session.
  • Experience FinXTech Connect Demo III: Security
    This demonstration will offer solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
  • Experience FinXTech Connect Demo IV: Internal Systems
    Improve efficiency and provide the infrastructure banks need to support innovation.
  • Experience FinXTech Connect Demo V: Lending
    This Experience FinXTech Connect solution focuses on helping banks grow their commercial, consumer and mortgage lending programs.
  • Experience FinXTech Connect Demo VI: Payments
    Find out how this solution enables banks to offer new payment services to commercial and retail clients.

4:30 PM - 5:30 PM 
Peer Exchange Session II: Challenges
This second round of peer exchange discussions allows participants the chance to share the challenges facing both banks and fintechs when working together to grow their businesses.

5:30 PM - 6:30 PM
Networking Reception

Day Two | Tuesday, September 10

8:00 AM - 9:00 AM
Breakfast

9:00 AM - 9:10 AM
Welcoming Remarks

9:10 AM - 9:50 AM
How Banks and Technology Companies Can Fuel Growth and Profitability
Pierre Naudé
, CEO, nCino
Frank Sorrentino, Chairman & CEO, ConnectOne Bank
Moderated by: Al Dominick, CEO, Bank Director & FinXTech
Today’s customers are increasingly choosing big banks to meet their demands for a personalized, seamless banking experience.  While many banks rely on arduous manual processes and static back office systems to meet these expectations, the banks that embrace new technologies that automate back office functions, such as new customer onboarding, loan booking and treasury management fulfillment are finding the most success.  In this session, ConnectOne Bank CEO, Frank Sorrentino, and nCino CEO, Pierre Naudé, discuss how innovative financial institutions can cultivate an internal culture of change, empower their employees with cutting edge tools and implement necessary and efficiency-creating technologies that allow them to survive and thrive in today’s increasingly competitive landscape.

9:50 AM - 10:20 AM
Interactive Expo + Refreshment Break
Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

10:20 AM - 11:10 AM
Experience FinXTech Connect Demonstration Sessions
Learn what technology is available by hearing what is out there in regards to payments, lending, data and analytics, AI, wealth management and more! Each demo session will follow the same 20-minute format: 5 minute demo of the product or service, 5 minutes to hear how banks can utilize the product or service, 5 minutes to hear how implementation occurs and 5 minutes for Q&A. Each attendee may attend two sessions during this time frame:

10:20 AM - 10:40 AM
Experience FinXTech Connect Demonstration Sessions: Round V

  • Experience FinXTech Connect Demo I: Security
    This demonstration will offer solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
  • Experience FinXTech Connect Demo II: Data + Analytics
    Learn how to leverage big data, machine learning and AI to predict customer and market behavior.
  • Experience FinXTech Connect Demo III: Internal Systems
    Improve efficiency and provide the infrastructure banks need to support innovation.
  • Experience FinXTech Connect Demo IV: Construction Lending
    This Experience FinXTech Connect solution focuses on helping banks grow their commercial, consumer and mortgage lending programs.
  • Experience FinXTech Connect Demo V: Digital Banking
    How can a bank acquire and serve customers through online and mobile channels? This demonstration provides new solutions in digital banking.
  • Experience FinXTech Connect Demo VI: Payments
    Find out how this solution enables banks to offer new payment services to commercial and retail clients.

10:50 AM - 11:10 AM
Experience FinXTech Connect Demonstration Sessions: Round VI

  • Experience FinXTech Connect Demo I: RegTech
    Is your bank looking for new solutions that track regulations and help the bank comply with them? Attend this demonstration to find out what tools are available to you and your bank.
  • Experience FinXTech Connect Demo II: Customer Experience
    How can your bank improve customer engagement and remove friction from the banking experience? Find the answers during this active session.
  • Experience FinXTech Connect Demo III: Security
    This demonstration will offer solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
  • Experience FinXTech Connect Demo IV: Internal Systems
    Improve efficiency and provide the infrastructure banks need to support innovation.
  • Experience FinXTech Connect Demo V: Lending
    Chris Rentner
    , Director of Digital Lending, Velocity Solutions
    Akouba by Velocity Solutions is a digital, cloud-based SaaS lending platform designed to process loans quickly, efficiently and profitably.  This demo is for banks that want to reduce processing time, increase profitability and deliver an exceptionally streamlined borrower experience.
  • Experience FinXTech Connect Demo VI: Payments
    Find out how this solution enables banks to offer new payment services to commercial and retail clients.

11:20 AM - 12:20 PM
Peer Exchange Session III: Integration
Groups of bankers and fintech leaders gather to discuss topics around integration - before, during and after establishing the business relationship.

12:20 PM - 1:45 PM
Best of FinXTech Awards Luncheon
Participants of Experience FinXTech are invited to attend the Best of FinXTech Awards Luncheon, where the 2019 Best of FinXTech Awards finalists and winners are announced.  Through the Best of FinXTech Awards, Bank Director recognizes the efforts of the financial technology solutions within FinXTech Connect that best help a financial institution grow revenues, create efficiencies or reduce risk.

1:55 PM - 2:15 PM
Experience FinXTech Connect Demonstration Sessions: Round VII

  • Experience FinXTech Connect Demo I: Security
    This demonstration will offer solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
  • Experience FinXTech Connect Demo II: Data + Analytics
    Learn how to leverage big data, machine learning and AI to predict customer and market behavior.
  • Experience FinXTech Connect Demo III: Internal Systems
    Improve efficiency and provide the infrastructure banks need to support innovation.
  • Experience FinXTech Connect Demo IV: Lending
    This Experience FinXTech Connect solution focuses on helping banks grow their commercial, consumer and mortgage lending programs.
  • Experience FinXTech Connect Demo V: Digital Banking
    How can a bank acquire and serve customers through online and mobile channels? This demonstration provides new solutions in digital banking.
  • Experience FinXTech Connect Demo VI: Payments
    Find out how this solution enables banks to offer new payment services to commercial and retail clients.

2:25 PM - 2:45 PM
Experience FinXTech Connect Demonstration Sessions: Round VIII

  • Experience FinXTech Connect Demo I: RegTech
    Is your bank looking for new solutions that track regulations and help the bank comply with them? Attend this demonstration to find out what tools are available to you and your bank.
  • Experience FinXTech Connect Demo II: Customer Experience
    How can your bank improve customer engagement and remove friction from the banking experience? Find the answers during this active session.
  • Experience FinXTech Connect Demo III: Security
    This demonstration will offer solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
  • Experience FinXTech Connect Demo IV: Internal Systems
    Improve efficiency and provide the infrastructure banks need to support innovation.
  • Experience FinXTech Connect Demo V: Lending
    This Experience FinXTech Connect solution focuses on helping banks grow their commercial, consumer and mortgage lending programs.
  • Experience FinXTech Connect Demo VI: Payments
    Find out how this solution enables banks to offer new payment services to commercial and retail clients.

2:55 PM - 3:55 PM
Peer Exchange Session IV: Business Relationships
How do you find a new technology?  What questions should you ask of the technology company?  Of the bank?  Groups of bankers and fintech leaders gather to discuss topics around how to vett and establish the right relationship in closed door, off-the-record conversations.

4:05 PM - 4:45 PM
Keynote Presentation

4:45 PM - 5:00 PM
Closing Remarks