Agenda

Wednesday | February 19

6:00 PM – 6:30 PM
Cocktails
Sponsored by: Autobooks, Day Pitney LLP, Microsoft and StreetShares, Inc.

6:00 PM – 8:30 PM
Networking Reception & Dinner
Sponsored by: Autobooks, Day Pitney LLP, Microsoft and StreetShares, Inc.
Location: Lure Restaurant | 1106 Crescent Avenue NE, Atlanta, GA 30309
Before the formal presentations begin on Thursday, we welcome registered participants to enjoy casual time with their peers over cocktails and dinner.

Thursday | February 20

8:30 AM – 9:00 AM
Meet & Greet
Continue conversations from the evening before as we gather at Atlanta’s ATDC.

9:00 AM – 9:15 AM
Welcome: Setting the Stage
David Koscheski, Director, US Financial Services Industry, Microsoft
Laura Schield, Chief Operating Officer, Bank Director
Derik Sutton, Vice President Product & Experience, Autobooks
To kick off the day’s discussion, we outline the opportunities available to participants to explore and connect on new ideas, strategies and initiatives to grow their companies.

9:15 AM – 9:45 AM
Keynote Presentation
Doug Nielson, Senior Vice President Innovation Research & Development, U.S. Bank
Hear from US Bank as they share what they are doing to meet consumer demands in this digital age.

9:45 AM – 10:00 AM
Morning Break

10:00 AM – 11:15 AM
Peer Collaboration Exercise
Michelle King, Chief Marketing Officer, Bank Director
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 this peer collaboration, attendees meet in small groups to discuss topics around the opportunities and challenges that lie ahead as they work to integrate new products and innovations.

11:15 AM – 11:45 AM
Whiteboarding Issues from Peer Collaboration
Michelle King, Chief Marketing Officer, Bank Director
Issues generated from peer collaboration groups will be reviewed to ensure that all topics are covered during the afternoon’s conversations.

11:45 AM – 12:45 PM
Lunch + Demonstration Sessions
Omar Esposito, Chief Revenue Officer, Stackfolio
Andrew Gowasack, President & Co-Founder, Trust Stamp
Adwait Joshi, Chief Seer, DataSeers
Pav Thukral, Founder & CEO, Stackfolio
During lunch, participants will hear from three ATDC technology companies as they provide a demonstration of their product or service, and provide an explanation of how banks could potentially use the product or service.

12:45 PM – 1:25 PM
Negotiating with Fintechs – Beyond Due Diligence
Michael Dunne, Partner, Day Pitney LLP
Michael Rave, Partner, Day Pitney LLP
When fintech startups began to emerge, many were touted as “disruptors” who would put the “banking dinosaurs” out of business — it hasn’t quite worked out that way. Instead, fintech is impacting the industry in three main ways: changing consumer behavior, creating new business models and changing the basis of competition in the industry. This session will review the principal issues banks should address when evaluating their relationship with new fintechs, whether as a service provider, partner or affiliate. This session will also review key contractual considerations and the importance of sharing the responsibility for, and benefits of, success.

1:25 PM – 2:20 PM
What’s Working?
Kyle Bazzy, Head of Enterprise Growth, Autobooks
David Koscheski, Director, US Financial Services Industry, Microsoft
Moderated by: Mika Moser, President, Bank Director
In this session, participants hear from a panel of technology leaders with a track record of working with banks – addressing the questions you should ask prior to entering into a partnership as well as uncovering the challenges you may encounter during the integration process.

2:20 PM – 2:45 PM
Asking the Right Questions To Find the Right Resources
Mika Moser, President, Bank Director
How and where can banks find the right technology partner? During this session, you will learn about a new platform built specifically for banks – FinXTech Connect. This curated directory of emerging financial technology companies includes only those who are strategically partnering with financial institutions. Companies selected have been identified by Bank Director as “bank-friendly” – with a proven history of financial performance and an existing roster of bank clients. Each company has been vetted and researched by Bank Director – and most importantly, companies cannot pay to be featured in the FinXTech Connect platform.

2:45 PM – 3:30 PM
Wrap-Up Discussion
Kyle Bazzy, Head of Enterprise Growth, Autobooks
Michael Dunne, Partner, Day Pitney LLP
David Koscheski, Director, US Financial Services Industry, Microsoft
Mika Moser, President, Bank Director
Michael Rave, Partner, Day Pitney LLP
Moderated by: Derik Sutton, Vice President Product & Experience, Autobooks
At the end of the day, we bring back together the key speakers from the event and invite participants to ask any remaining questions they might still have.

3:30 PM
Concluding Remarks
Derik Sutton, Vice President Product & Experience, Autobooks

For more information regarding refunds, to register, concerns and/or program cancellation policies, please email [email protected] or call our events department at 877-397-7595.