December 7 & 8, 2017
Schedule at a Glance:
December 7, 2017
5:30 p.m. – 6:30 p.m. Welcome Reception
6:30 p.m. – 8:30 p.m. New Leaders Awards Dinner (separate ticketed event)
December 8, 2017
8:00 a.m. Exhibit Hall Opens
8:00 a.m. – 8:45 a.m. Breakfast, Networking & Exhibits
9:00 a.m. – 9:45 a.m. Concurrent Breakout Sessions
10:15 – 11:00 a.m. Concurrent Breakout Sessions
11:00am-2:00pm Beer Tasting with Beer Haus Brewery
11:30 – 12:15 p.m. Concurrent Breakout Sessions
12:15-1:15 Book Signing w/Holly Hoffman
12:30 – 1:15 p.m. Buffet Lunch
1:15 p.m. – 2:00 p.m. Concurrent Breakout Sessions
2:15 p.m. Raffle Prizes
2:30 p.m. Conclusion
Meet & greet on the show floor with Holly Hoffman!
Survivor: Nicaragua (Season 21)
9:00 a.m. – 9:45 a.m. Concurrent Sessions (choose from one of three)
Beyond Duration Risk: Managing Liquidity and Earnings Risk Through the Rate Cycle
Presented by Steve Hawk, Co-Founder and Co-CEO, Derivative Path and Scott Hildenbrand, Principal/Chief Balance Sheet Strategist, Sandler O’Neill and Partners, L.P.
Between the flattening yield curve and tightening credit spreads, banks are facing an extremely challenging rate environment. Meanwhile, valuation multiples have expanded, demonstrating a disconnect between this harsh reality and investor optimism. In today’s world, interest rate risk is more than just the negative mark-to-market on a bond portfolio. It is also the impact of additional rate hikes into a flattening yield curve on margin compression and deposit competition. Join us for a discussion on the challenges presenting banks todays and potential strategies to address them.
Presented by Thomas Goodman, Senior Account Executive, Federal Reserve Bank of New York
This session will highlight key findings/trend analysis from the Federal Reserve’s Payments Study. This session will also recap the work from the Faster Payments Task Force and the Federal Reserve’s next steps in the journey to improve the U.S. payment system.
Cyber Risk for Bankers: What You Should Know & What You Should Do
Presented by Robert Rosenzweig, VP, National Cyber Risk Practice Leader, Risk Strategy Companies
An overview of current threats to the financial services sector, an update on the regulatory environment, an overview of the Cyber Insurance marketplace, and a real life war game exercise.
10:15 a.m. – 11:00 a.m. Concurrent Sessions (choose from one of three)
Presented William Nowik, CISA, CISSP, QSA, PCIP, Principal, Wolf & Company, P.C.
Build Loyalty with Customer Intelligence
Presented by Tim Meell, Regional Sales Director
Are your bankers aware of their customers’ key financial events and their out-of-the-ordinary transactions? Can they quickly access personalized recommendations for every customer they engage? Great banker/customer interactions foster trust, loyalty, and lasting relationships. Come learn how BankSight Machine Learning is changing how banks and credit unions leverage their data to connect with their customers in more meaningful ways.
The “Art” of the Branch
Presented by Jeff Winter, Senior Vice President Business Development, NewGround and Brian Porter, Vice President, Professional Services, Americas, Glory Global Solutions. Sponsored by Glory
While in-branch customer satisfaction is increasing, customer engagement (likelihood to buy) is often not keeping pace. The complex inter-play between people, processes and technology, combined with the differences between branches across your network, means a “one size fits all” approach may not deliver your business objectives. When it comes to branch transformation, it is a combination of art and science. In this session, you’ll learn who the customers are who still come to your branch, gain a deeper understanding of research data associated with customer behavior, develop a structural model for assessing key elements of branch transformation projects, understand what a customer-facing Universal Banker still set looks like, and look at your customer’s perspective of wants and needs.
11:30 a.m. – 12:15 p.m. Concurrent Sessions (choose from one of three)
There is no shortage of network security solutions in today’s marketplace. However, we find that most organizations are not fully leveraging what they have already purchased through Microsoft: Active Directory. This session will illustrate how your organization can leverage Active Directory settings and configurations to protect, detect, and respond to cyberattacks and insider threats. In particular, we will demonstrate how hardening and optimizing the use of Group Policy Objects (GPOs) can help defend against and contain malicious activity like ransomware and other forms of malware on your organization’s local area network.
Get an in-depth view into Teller Cash Recycler connectivity options, pros and cons of each; and best practices for successful deployment of deposit automation at the ATM.
12:30 – 1:15 p.m. Buffet Lunch
1:15 p.m. – 2:00 p.m. Concurrent Sessions
Marc Riccio, Founder and President, Specialized Data Systems