Conference Agenda
Monday, May 16th, 2022 (Times are in Central Time and are subject to change)
1:00 pm
BREAK
1:05 pm
DIGITAL BUSINESS BANKING PANEL: Capitalizing on the New Era of Digital
(Members Only Session)
Connie Payne
Vicky Pickens, Head of Business Digital, Truist
Moderated by Adam Johnson, Digital Business Banking Program Director, Barlow Research Associates, Inc.
Connie Payne
Vicky Pickens, Head of Business Digital, Truist
Moderated by Adam Johnson, Digital Business Banking Program Director, Barlow Research Associates, Inc.
10:00 am
OPENING INTRODUCTIONS
Youa Yang, Managing Partner and COO, Barlow Research Associates, Inc.
Youa Yang, Managing Partner and COO, Barlow Research Associates, Inc.
10:15 am
KEYNOTE: U.S. Bank Reimagined: Our Digital Transformation
Gareth Gaston, EVP & Chief Digital Officer, Platforms and Capabilities, U.S. Bank
Gareth Gaston, EVP & Chief Digital Officer, Platforms and Capabilities, U.S. Bank
10:45 am
BREAK
10:50 am
Banks + Fintechs: Partnering to Meet Evolving Payment Needs in B2B
Rahul Conda, Director of Strategic Partnerships, Bill.com
Kylie Keyzer, Senior Vice President and Product Manager, Wells Fargo
Moderated by Caroline Stapleton, Senior Counsel, Buckley LLP
Rahul Conda, Director of Strategic Partnerships, Bill.com
Kylie Keyzer, Senior Vice President and Product Manager, Wells Fargo
Moderated by Caroline Stapleton, Senior Counsel, Buckley LLP
11:35 am
BREAK
11:40 am
5 Trends Driving Crypto Adoption
AJ Shanley, Vice President, Crypto, VISA
AJ Shanley, Vice President, Crypto, VISA
12:10 pm
BREAK
12:15 pm
MIDDLE MARKET BANKING PANEL: Creating Exceptional Customer Experiences
(Members Only Session)
Bill Fink, Executive Vice President, Head of US Middle Market Banking, TD Bank
Jennifer Miller
Aarthi Murali, Chief Customer Experience Officer, M&T Bank
Moderated by Donna Arce
Bill Fink, Executive Vice President, Head of US Middle Market Banking, TD Bank
Jennifer Miller
Aarthi Murali, Chief Customer Experience Officer, M&T Bank
Moderated by Donna Arce
Tuesday, May 17th, 2022 (Times are in Central Time and are subject to change)
10:00 am
OPENING INTRODUCTIONS
10:05 am
Are you prepared for what's next in Small Business Banking?
Shon Cass, Executive Vice President, Founder, Chief Experience Officer, Texas Security Bank
Dean Jenkins, Vice President of Product Marketing, Q2
Tim Wooldridge, Senior Vice President, Digital Banking, Unify Federal Credit Union
Moderated by Tim Finkenstaedt, Senior Product Marketer, Q2
Shon Cass, Executive Vice President, Founder, Chief Experience Officer, Texas Security Bank
Dean Jenkins, Vice President of Product Marketing, Q2
Tim Wooldridge, Senior Vice President, Digital Banking, Unify Federal Credit Union
Moderated by Tim Finkenstaedt, Senior Product Marketer, Q2
10:50 am
BREAK
10:55 am
FIRESIDE CHAT: The Case for Kickstarting a Sustainability-Focused Solution Set
Nicole Hildebrandt, Partner, Boston Consulting Group
Pasquale (Pat) Nuzzo
Nicole Hildebrandt, Partner, Boston Consulting Group
Pasquale (Pat) Nuzzo
11:25 am
BREAK
11:30 am
Strategic Perspectives and Opportunities for Banks and Fintechs
Irv Henderson, EVP and Chief Digital Officer Business Banking, U.S. Bank
David Hornik, General Partner, Lobby Capital
Eric Schwartz, Operating Partner, Canapi Ventures
Moderated by Andrew Ting
Irv Henderson, EVP and Chief Digital Officer Business Banking, U.S. Bank
David Hornik, General Partner, Lobby Capital
Eric Schwartz, Operating Partner, Canapi Ventures
Moderated by Andrew Ting
12:15 pm
BREAK
12:20 pm
BUSINESS BANKING PANEL: Moving Small Businesses from Simply Surviving to Thriving
(Members Only Session)
Derek Ellington
Ben Walter, Chief Executive Officer of Chase Business Banking, JP Morgan Chase
Moderated by Sandy Hanson, Managing Partner, Treasurer and Small Business Program Director, Barlow Research Associates, Inc.
Derek Ellington
Ben Walter, Chief Executive Officer of Chase Business Banking, JP Morgan Chase
Moderated by Sandy Hanson, Managing Partner, Treasurer and Small Business Program Director, Barlow Research Associates, Inc.