Conference Agenda

 

Loews Chicago O'Hare

Monday, May 20th, 2019 (Times Subject to Change)

7:30 am
Registration opens
Location – Cassatt
8:15 am
BAI executive workshop: Business Banking Insights (open to bank attendees only)
Location – Warhol
Co-moderated by Karl Dahlgren
Co-moderated by Byron Marshall
10:15 am
10:45 am
Exhibit Hall opens
Location – Cassatt
11:00 am
Luncheon
Location – Cassatt
12:05 pm
Welcome to Chicago
Location – Cassatt
12:10 pm
Trendspotting
Location – Cassatt
John Barlow, President, Barlow Research Associates, Inc.
12:45 pm
Laying the Foundation for the Next Era in Financial Services
Location – Cassatt
Bruce Van Saun
Moderated by John Barlow, President, Barlow Research Associates, Inc.
1:20 pm
Teaming Up to Take on Big Tech: Bill.com, PNC Bank & First National Bank of Omaha
Location – Cassatt
Moderated by Youa Yang, Managing Partner and COO, Barlow Research Associates, Inc.
Vinay Pai, SVP Engineering, Bill.com
Jason Hagan, Head of Product Strategy & Development, Treasury Services, , First National Bank of Omaha
Luke Garretson, VP, Senior Manager, Digital Product Management, PNC Bank
2:05 pm
Break
2:20 pm
Small Business breakout: Creating efficiencies, consistency and personalization to meet the demands of our small business clients
Location – Pollock
Sandy Hanson, Managing Partner, Treasurer and Small Business Director, Barlow Research Associates, Inc.
Sean Mabey
Amee Raval
Jamie Schwarzenbach
2:20 pm
Middle Market breakout: Exploring new middle market delivery models for payments, credit, sales and servicing
Location – Warhol
Donna Arce, Client Executive/Middle Market Program Director, Barlow Research Associates, Inc.
Shelly Harper
Leigh Radtke
Carlton Williams
3:15 pm
Surviving Disruption
Location – Cassatt
Derek van Bever
4:00 pm
Digital Business Banking panel: What’s new and next for businesses in digital transformation
Location – Cassatt
Youa Yang, Managing Partner and COO, Barlow Research Associates, Inc.
Julie Demarigny, Managing Director, Head of Digital Banking, Union Bank
Daniel Haisley
John Scully
4:45 pm
Innovation showcase
Location – Cassatt
9thGear Asseco Bottomline Technologies VerticalIQ
5:15 pm
Wine reception
Location – Cassatt
6:45 pm
Evening free

Tuesday, May 21st, 2019 (Times Subject to Change)

7:15 am
Breakfast
Location – Cassatt A/B
7:45 am
Table topics: Small group discussions led by industry thought leaders
 
You are invited to participate in one of six discussions.
(Open to all. Seating is limited.) Please pre-register for one of the below options here.
Option 1
Real Time Payments: Just a flash in the pan or the ultimate in payments?
Location – Warhol A
Fred Laing, President & CEO, UMACHA
Option 2
Implementing Agile principles to accelerate business change
Location – Warhol B
Scott Beyer, Senior Vice President, Agile Experience Owner, U.S. Bank
Option 3
Get creative. What are the missing links in your risk management data needs?
Location – Warhol B
Carolyn Hardin-Levine, CEO, Small Business Financial Exchange, Inc.
Option 4
Leveraging new technologies to align with customer communication preferences
Location – Pollock A
Scott Anderson
Option 5
The Future of Open Banking for Businesses
Location – Avedon B
Connie Payne, Senior Vice President, Treasury Management Division, Regions Bank
Option 6
Growing Deposits and Engaged Customers in a Digital-first World
Location – Pollock B
Gavin Geraci, Senior Vice President, Business Banking Chief Operating Officer, PNC Bank, N.A.
8:30 am
Break to main stage
8:45 am
How Technology Is Transforming Lending & Shaping a New Era of Business Banking Opportunity
Location – Cassatt
Moderated by Sandy Hanson, Managing Partner, Treasurer and Small Business Director, Barlow Research Associates, Inc.
Dan O'Malley, Co-founder and CEO , Numerated
Ravi Vakacherla, EVP Digital, Product and Operations, Commercial, Retail and Wealth Management, People’s United Bank
9:30 am
Leading through evolution and revolution. So much is the same . . . so much is different
Location – Cassatt
Jamie Warder
10:00 am
Break
10:10 am
Barlow’s 2019 Top Bank CAMELS™ winners in Small Business and Middle Market Banking & the 2019 Innovation Showcase ”Best in Show” award
Location – Cassatt
Linda O'Connell, Managing Partner, Barlow Research Associates, Inc.
10:15 am
Monarch Innovation Award Winners
Location – Cassatt
Co-moderated by Nick Miller
Co-moderated by Mary Beth Sullivan
10:30 am
How payment-driven insights have the power to propel today’s small and medium sized businesses
Location – Cassatt
Laura Miller
11:00 am
Secular Consolidation of the U.S. Banking System—Darwinian Survival of the Fittest
Location – Cassatt
John K. Freechack
Steven Kent, Managing Director and Vice Chairman, Piper Jaffray & Co.
11:40 am
Navigating for Tomorrow: Deposits, Digital-Physical Service and Credit
Location – Cassatt
Moderated by Donna Arce, Client Executive/Middle Market Program Director, Barlow Research Associates, Inc.
Joel Mueller, Managing Partner and Research Director, Barlow Research Associates, Inc.
Youa Yang, Managing Partner and COO, Barlow Research Associates, Inc.
12:00 pm
Navigating for Tomorrow: Finding Core Deposits
Location – Warhol
Moderated by Donna Arce, Client Executive/Middle Market Program Director, Barlow Research Associates, Inc.
Joel Mueller, Managing Partner and Research Director, Barlow Research Associates, Inc.
Carlton Williams
12:00 pm
Navigating for Tomorrow: Business Banking Redefined: Digital-Physical Servicing Study
Location – Pollock A
Moderated by Sharon Pearl
Youa Yang, Managing Partner and COO, Barlow Research Associates, Inc.
Brian Haney, Senior Vice President, Business Banking Director of Strategy & Product Management, Fifth Third Bank
12:00 pm
Navigating for Tomorrow: Small Business Credit Journey
Location – Pollock B
Moderated by Marcia Kalfas, Client Executive, Barlow Research Associates, Inc.
Sandy Hanson, Managing Partner, Treasurer and Small Business Director, Barlow Research Associates, Inc.
Mark Papoccia, Head of Strategy & Segmentation – Metropolitan Banking, BMO Harris Bank
12:45 pm
Conference adjourned - Box lunch provided

Conference Sponsors

9th Gear Technologies Asseco BAI Bill.com Biz2X Bottomline Technologies Mirador Numerated ODX Personetics VerticalIQ