Agenda

Wednesday, May 4

12:00 PM – 5:00 PM
Small Business Banking Workshop
Sponsored by: Autobooks, MANTL and Segmint
This pre-conference workshop includes three sessions – all focused on small business. Each session offers educational content and data insights, coupled with session guides to be completed by the participants. Attendees come away not only with the knowledge to better understand what is happening today but a practical plan to upgrade small business banking at their institution. To view the workshop agenda, please click here. Please note, an additional registration fee does apply to attend the pre-conference workshop.

5:00 PM – 6:00 PM
Welcoming Reception + Registration
Sponsored by: Jack Henry & Associates, Inc.
This one and a half day program encourages conversation, inspiration and transformation. Before the lights come up, our welcoming reception provides participants the chance to meet and mingle with their contemporaries from across the country.

Day One | Thursday, May 5

7:00 AM – 8:00 AM
Breakfast + Registration
Sponsored by: Jack Henry & Associates, Inc.

8:00 AM – 8:05 AM
Leaning Into Growth
Al Dominick, Board Member, Bank Director | FinXTech
We open the event by focusing on three concepts that lean into growth and transformation: adaptability, optionality and efficiency.

8:05 AM – 8:25 AM
Financial Fragmentation: Threat & Opportunity
Lee Wetherington, Senior Director of Corporate Strategy, Jack Henry & Associates, Inc.
Ecosystem disruption continues. In pursuit of more convenience in their financial lives, consumers have unintentionally made them more complex to manage. It is not uncommon for young couples to do business with 30 to 40 financial service providers. The good news is that financial institutions are well positioned to solve for financial fragmentation, simplify account holders’ financial lives and achieve first-app status in the process. But getting there requires a clear embedded fintech strategy. Join this session for an eye-opening review of how banks and fintechs are working together to solve for financial fragmentation and curate differentiated digital experiences.

8:25 AM – 8:55 AM
Creating the Business Case
Sam Kilmer, Managing Director, Fintech Advisory Leader, Cornerstone Advisors, Inc.
Moderated by: Michelle King, President, Bank Director | FinXTech
This session focuses on addressing your technology gaps so that you can create a business case for something new and better.

8:55 AM – 9:45 AM
The How, When + Why
During the event, we host 3 How, When + Why sessions that showcase 5 technology companies in FinXTech Connect that banks should be aware of as they consider new strategies. Each presenter addresses the problem their company’s technology solves, the bank’s benefit and the steps to move forward. Each presenting company also has a space in the FinXTech Demo Hall and participants are encouraged to visit their booth to find out more information about the company’s product or service.

Relationship Banking in the Digital Era
Chris Gufford, General Manager – Commercial Lending, nCino

Cannabis Banking, Simplified
Tony Repanich, President & Chief Operating Officer, Shield Compliance, LLC

How to Open Deposit Accounts in Under 3 Minutes
Jeff Calnen, Account Executive, MANTL

Turn Frontline Bankers into Digital Experts and Grow Your Digital Banking Business
John Findlay, CEO, LemonadeLXP

Better Monetize Small Business Relationships by Understanding How They Get Paid
Derik Sutton, Vice President of Marketing, Autobooks

9:45 AM – 10:15 AM
Interactive Demonstrations + Refreshment Break
Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

10:15 AM – 11:00 AM
Creating New Delivery Channels
Ben Conant, Co-Founder & Chief Technology Officer, MANTL
Crystal Kaldjob, Partner, Morrison & Foerster LLP
Nick Woodcock, SVP and Group Executive, Digital Banking, FIS
Moderated by: Al Dominick, Board Member, Bank Director | FinXTech
There are many common delivery channels for banks, such as branches, ATMs and mobile banking. New channels include those offered via Banking-as-a-Service, think white-labeled or co-branded services offered to non-banks to serve particular customers. Another channel is the digital delivery of banking services via APIs (Application Programming Interfaces) to reach a greater number of customers at a lower cost by teaming up with non-financial businesses. Hear from three experts on what these new channels look like and how to create them at your financial institution.

11:00 AM – 11:50 AM
The How, When + Why
The second How, When + Why session showcases 5 technology companies in FinXTech Connect that banks should be aware of as they consider new strategies. Each presenter addresses the problem their company’s technology solves, the bank’s benefit and the steps to move forward. Each presenting company also has a space in the FinXTech Demo Hall and participants are encouraged to visit their booth to find out more information about the company’s product or service.

Reimagine Digital Banking with Apiture’s Innovative, API-first Platform
George Ekdahl, SVP, Sales, Apiture

Unlock the Power of Your Data with KlariVis
Kim Snyder, CEO & Founder, KlariVis

Simply Smarter Business Lending
Sanjay Bhaskar, Vice President, Business Development & Partnerships, StreetShares, Inc.

Banking the Full Legal Cannabis Ecosystem
Mike Kennedy, Co-founder, Chief Strategy Officer, Green Check Verified

Competing and Winning Through Digital Innovation
Dean Jenkins, Vice President, Product Marketing, Q2

11:50 AM – 1:00 PM
Interactive Demonstrations + Networking Lunch
Sponsored by: Jack Henry & Associates, Inc.
Have lunch with key business leaders while also exploring the latest technologies changing the financial industry.

1:00 PM – 1:45 PM
Where To Invest Your Bank’s Time & Money
Chad Davison, Director, Client Solutions Consulting, Fiserv, Inc.
Aaron Donaldson, Principal, Technology and Management Consulting, RSM US LLP
Benjamin Wallace, CEO, Summit Technology Group
Moderated by: Naomi Snyder, Editor-in-Chief, Bank Director
As your bank focuses on the future, decisions need to be made on where to invest time and money. But with the many options you could choose, what is best for your bank? Hear from three leaders in the space on where you might want to invest and why.

1:45 PM – 2:35 PM
The How, When + Why
The final How, When + Why session provides participants an additional opportunity to hear from 5 technology companies in FinXTech Connect that banks should be aware of as they consider new strategies. Each presenter addresses the problem their company’s technology solves, the bank’s benefit and the steps to move forward. Each presenting company also has a space in the FinXTech Demo Hall and participants are encouraged to visit their booth to find out more information about the company’s product or service.

When It Comes to Payments… Smart Makes the Difference
Jim Kern, Chief Sales Officer, Payrailz

Become a Digital-First Financial Institution with Narmi
Jay Vandegriff, Director of Sales, Narmi Inc.

3 Innovative Playbooks for Driving Growth in Business Lending
Dan O’Malley, Co-founder & CEO, Numerated

The 4 P’s of Getting Customer Digital Engagement Right
Matt Phipps, Head of Marketing, Agent IQ

How To Turn Account Openers Into Multi-Product Relationships
Ted Brown, Co-founder & CEO, Digital Onboarding, Inc.

2:35 PM – 3:05 PM
Interactive Demonstrations + Refreshment Break
Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

3:05 PM – 4:05 PM
Peer Exchange Session 1: Opportunities
The peer exchange discussions allow participants the chance to share the opportunities 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 one company representative from each sponsoring company.

Sample discussion questions include:

• What technologies do you find most interesting to consider at your bank?
• Is your bank investing in any new technology right now?
• In what area of fintech do you believe your bank will receive the highest ROI if you were to partner?
• What is your bank doing to improve your customer’s experiences through the use of technology?
• What type of fintech have you partnered with? What was the outcome of that partnership?
• What success has your bank/fintech had with partnerships/collaboration?

4:15 PM – 4:45 PM
From Near to Niche: Going Beyond the Traditional Boundaries in Banking
Jody Guetter, Executive Vice President of Market Innovation, Nymbus
As the competitive landscape for traditional financial institutions grows and concerns around margin, stagnant growth and revenue continue to keep increasing, bank and credit union leaders are faced with rethinking their customer acquisition strategy to ensure long-term sustainable growth for their institution. A bank acquisition strategy might seem like the tried and tested strategy to increase market share and customer volume, but it can be costly, burdensome and time-consuming. In this session, we discuss how to rethink alternative paths to growth through niche digital banking strategies that go beyond the traditional boundaries of banking.

4:45 PM – 5:45 PM
Interactive Demonstrations + Networking Reception
Sponsored by: Green Check Verified
This one and a half day program encourages conversation, inspiration and transformation. The networking reception allows participants to meet and mingle with executives and key leadership teams from across the banking and financial technology industries.

Day Two | Friday, May 6

7:00 AM – 8:00 AM
Breakfast + Interactive Demonstrations
Sponsored by: RSM US LLP

8:00 AM – 8:10 AM
Everything Is Technology
Emily McCormick, Vice President of Research, Bank Director
Vice President of Research Emily McCormick reflects on the common thread running through Bank Director’s recent surveys: technology. She also asks whether the most successful institutions will consider themselves to be technology companies – not banks.

8:10 AM – 8:40 AM
Valuations: Technology-Enabled Banks from an Investor’s Perspective
William Wallace, Managing Director, Raymond James Financial, Inc.
As technology has begun to change the face of the banking industry, investors are starting to value those banks at the forefront of this change through a different lens. This session discusses how investors are identifying banks that are embracing technology in a way that will drive outsized returns and how they may be applying different valuation metrics than historically applied to traditional banks.

8:40 AM – 9:25 AM
How To “Embed” With the Best of Them
Gordon Bowman, Head of Partnerships, Lendflow
Chris Gufford, General Manager – Commercial Lending, nCino
JB Orecchia, President & CEO, SavvyMoney, Inc.
Moderated by: Al Dominick, Board Member, Bank Director | FinXTech
Here, we shine a light on the integration of fintech products and services into financial institutions’ product sets, websites, mobile applications and business processes.

9:35 AM – 10:35 AM
Peer Exchange Session 2: Expanding Your Horizons
This second round of peer exchange discussions allows participants the chance to share strategies for innovation and technology implementation. Please note: participation in the peer exchange sessions is exclusive to registered bank attendees and one company representative from each sponsoring company.

Sample discussion questions include:

• Has your bank increased, or is planning to increase, its technology budget during 2022? If so, what were the primary drivers of this?
• How do you find new fintech opportunities to explore? What does your due diligence process entail?
• Who is involved in the decision-making process when considering a new partner/vendor?
• Have you considered a separate digital bank or brand? Have you been able to expand outside your bank’s physical footprint?

10:35 AM – 11:05 AM
Interactive Demonstrations + Refreshment Break
Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

11:05 AM – 11:50 AM
Since Your Customers Don’t Want Disruption…
Jeff Dick, Chairman & CEO, MainStreet Bancshares, Inc. and MainStreet Bank
Jennifer Frost, Chief Administrative Officer, Customers Bank
Moderated by: Michelle King, President, Bank Director | FinXTech
Demand for innovation comes out of necessity, not luxury. Consumer and business customers both want new kinds of value that make life easier for them. But they don’t want to take a step backwards while new initiatives roll out.