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 & FinXTech
Kevin Tweddle, Chief Operating Officer, ICBA Services Network
This session introduces the types of companies featured in FinXTech Connect that we welcome during this two-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 follows 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 offers solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
  • Experience FinXTech Connect Demo II: Using Data to Grow
    Don MacDonald
    , CMO, MX Technologies Inc.
    Data is replacing scale as the primary basis of competition.  Attend this demo to learn how to get started: define a data strategy, grow revenues, reduce costs and deliver excellent customer experiences.
  • 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
    Brian Leatherman, Principal 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
    Dan Johnston
    , Regional Vice President of Sales, ClickSWITCH
    ClickSWITCH is an automated switch solution for financial institutions and fintechs that simplifies the process of bringing new depositors onboard by quickly and safely moving direct deposits and recurring payments.

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

  • Experience FinXTech Connect Demo I: Internal Systems
    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
    Kathleen Craig
    , Founder & CEO, Plinqit
    Plinqit, developed by HTMA, is designed to help banks connect with consumers in a meaningful, relevant way by bringing together digital customers, banks and savings in one place.  This demo is for banks that want to increase deposit share, deepen relationships with current customers and prospects and leverage data and analytics to cross sell relevant products and services.
  • Experience FinXTech Connect Demo III: Security
    This demonstration offers solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
  • Experience FinXTech Connect Demo IV: Lending
    Brendon T. Dibella
    , Chief Commercial Officer, Street, StreetShares, Inc.
    StreetShares’ business lending as a service technology demonstration shows how banks and credit unions can be in-market with small business loans and lines of credit in fewer than 30 days.
  • Experience FinXTech Connect Demo V: Data & Analytics
    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
    Brady Hanna
    , Executive Vice President of Financial Services, BASYS Processing
    What growth strategies does your bank have in place?  This session outlines six proven steps you can take to maximize your bank’s merchant services revenue.

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 a closed door, off-the-record setting.  Please note, participation in the peer exchange sessions is exclusive to registered bank attendees and those companies presenting a FinXTech Connect demonstration.

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?
Keith Meyers
, Managing Director, Keefe, Bruyette & Woods, Inc.
Thomas B. Michaud, President & CEO, Keefe, Bruyette & Woods, Inc.
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 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
Adam Hoehn
, Managing Director, Client Services, BancAlliance
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 technologies and innovations.

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

  • Experience FinXTech Connect Demo I: Security
    This demonstration offers solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
  • Experience FinXTech Connect Demo II: Data + Analytics
    Damien Hayes
    , Director of Sales, Saylent Technologies
    Saylent Engage unlocks the power of your customer data, increasing engagement through data-driven insights and relevant actions that increase your ROI and institutional growth.  Attend this demo to see Saylent Engage in action.
  • Experience FinXTech Connect Demo III: Internal Systems
    Jim Pinckney, Founder & President, ClearThrough Solutions, LLC
    Simon® - The Intelligent Lending Operations Platform.  Your tool to scale operations, speed delivery and manage operational and regulatory risks.  Your platform for operational consistency, quality, clear front and back office communication, performance and production management, intelligent monitoring and document management.
  • 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: Direct Bank
    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
    Mike Maloney
    , VP, Partner Development, Franklin Madison Group LLC
    How is insurtech influencing a customer-centric service model?  Learn how Franklin Madison supports the customer journey by leveraging technology to deliver valuable financial solutions and marketing services in partnership with their bank partners.
  • Experience FinXTech Connect Demo III: Security
    This demonstration offers solutions that focus on cybersecurity, fraud prevention, customer identification and transaction monitoring.
  • Experience FinXTech Connect Demo IV: Internal Systems
    Frank Fiorilli
    , Sales and Structuring Specialist, Derivative Path, Inc.
    DerivativePATH has brought capital markets technology to the 21st century.  Learn how our game-changing cloud-based derivatives trading platform is disrupting the way regional and community banks manage their interest rate derivatives and FX hedging business.
  • Experience FinXTech Connect Demo V: Lending
    Jorge Sun
    , CEO & Co-founder, LendingFront
    This session shows you how your bank can leverage technology to improve customer service and increase profitability by automating small business lending.  Learn how borrowers can apply online or face to face with a streamlined application path, determine product eligibility, gather financial data and generate loan contracts in just minutes!
  • 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. Please note, participation in the peer exchange sessions is exclusive to registered bank attendees and those companies presenting a FinXTech Connect demonstration.

5:30 PM - 6:30 PM
Networking Reception
Sponsored by:  Keefe, Bruyette & Woods, Inc.

Day Two | Tuesday, September 10

8:00 AM - 9:00 AM
Breakfast

9:00 AM - 9:10 AM
Welcoming Remarks
Al Dominick
, CEO, Bank Director & FinXTech

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 follows 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 offers 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: Real Time Lending
    David Mendoza
    , SVP, Sales, Numerated
    Banks with Numerated pre-qualify every business for marquee credit products, arm bankers with data and tools to attract relationships faster and offer borrowing experiences that go from application start to account funded in as few as 3 minutes.  Supports business loans, LOCs, SBA loans, credit cards, overdraft and soon more.
  • Experience FinXTech Connect Demo IV: Construction Lending
    Will Mitchell
    , CEO, Rabbet
    Rabbet unlocks efficiency in construction loan administration.  See how this intelligent construction finance platform enables process standardization, improved borrower experience, portfolio growth and on-demand reporting.
  • 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: Internal Systems
    Tom Heruska
    , Founder & CEO, BankPoint
    Learn how BankPoint seamlessly enhances your core banking system with a simple, user-friendly solution that provides dramatic improvements in efficiency and usability across the bank.

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 offers 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. Please note, participation in the peer exchange sessions is exclusive to registered bank attendees and those companies presenting a FinXTech Connect demonstration.

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 offers 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: Digital Lending
    Robert C. Giltner
    , Chairman, RCGILTNER Services, Inc.
    Consumers and small business owners expect loan decisions in minutes.  Come see how to speed up the process, including automating credit monitoring and marketing.  You'll also find out how to integrate deposit information through account aggregation.
  • 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 offers 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. Please note, participation in the peer exchange sessions is exclusive to registered bank attendees and those companies presenting a FinXTech Connect demonstration.

4:05 PM - 4:45 PM
Keynote Presentation

4:45 PM - 5:00 PM
Closing Remarks