Agenda


Tuesday, April 23
8:30 – 9:15 a.m.
Registration/Breakfast/Vendor Tradeshow
9:15 a.m.  Welcome  
9:30 – 10:30 a.m.
The Amazon Prime Effect – Dave DeFazio – Strategy Corps
Subscription services are quickly becoming the dominate strategy of today’s best retailers and have caused a monumental shift in the way people buy. More than 50 percent of American households now subscribe to Amazon Prime, and more than 200 million people subscribe to this and other retail services such as Netflix, Spotify, Dollar Shave Club, Costco and AAA. Today’s bankers need to understand these trends and drive their financial institution beyond just transactions to connect better with the lifestyles of today’s modern consumers. In this session, you will:
  • Learn how fee-based services like Amazon Prime, Dollar Shave Club and Netflix are rewiring the brains of today’s customers; 
  • See how these companies are engaging customers and becoming more and more valuable to their subscribers; 
  • Watch “man on the street” consumer research videos, featuring real customers describing their feelings about banking fees.
10:30 a.m. – 12:00 p.m.
Don’t Let New Scare You – Chad Knutson – SBS CyberSecurity and John Richards First State Bank & Trust, Bayport
When your bank decides to incorporate a new technology product or feature, what’s the process to ensure success? We’ll have an interactive discussion on how to structure the IT Strategic Planning, Project Management, and Vendor Management to improve the customer experience and bank’s bottom line. These projects are essential to our growth, profitability, and competitive advantage but not having solid process cause more than 55% of projects to fail.
12:00 – 1:00 p.m.
Lunch and Vendor Roundtable Discussions
1:15 – 2:30 p.m.
Communication in Chaos: Creating Adaptability in a Changing Digital World –
Jackson Hataway, Ph.D. – Strategic Arts & Sciences

The rate of technology change banks are dealing with today demands more than resource management, implementation and integration - it demands adaptability throughout the organization. Banks that are thriving in the modern digital era have recognized that human resources are as important as IT or financial resources in maximizing the capabilities and value of technology. Employees have to embrace communication practices that are high tempo and that enable an agile organization. In this session, Dr. Jackson Hataway will share a new framework for communication can position your bank to capture the momentum of the massive wave of digital transformation.
2:30 – 3:00 p.m.
Break and Tradeshow
3:00 – 4:00 p.m.
Breakout Sessions

ROOM 1 – Artificial Intelligence in Financial Services – Aaron Donaldson, RSM
Artificial intelligence (AI) can cover a range of emerging technologies being used across the financial services industry, including robotic and intelligent process automations (RPA and IPA). As it continues to evolve, is AI right for your bank? Are there areas within my current processes that could leverage this technology? Surveillance, tax planning, underwriting – just some topics we will cover during the session, along with the associated risk to your organization.

Aaron Donaldson is a Principal in the Financial Institution Technology and Consulting team for RSM. Aaron has over 20 years of experience, which began with technical design and deployment and now focuses primarily on advisory services including strategic planning, virtual CIO services as well as the oversight and management of support and delivery teams. Aaron has a strong background in financial institution operations, technology and risk management, and digital transformation. Mr. Donaldson also brings a fresh, often creative approach to complex challenges.

ROOM 2 – Payments; Faster, Smarter, Better?  Fred Laing – UMACHA 
The pace of change in payments is nothing short of supersonic. Now we have same-day payments, real-time payments, check images being recognized as a legal documents, new warrantees on RDC items, and multiple other changes within virtually all payment systems. In this session the most significant changes will be dissected so you can make smart decisions at your bank when it comes to the setting the direction of your payments strategy thereby limiting your risk and maximizing your opportunities.
4:00 – 4:45 p.m.
What You Should Know About Insurance When You Don’t Know Insurance – Adam Dawson & Jeff Otteson – Midwest Bankers Insurance Services
Your bank has insurance, but does it have the internal processes in place so that it protects the bank when something goes wrong?  What are the most common insurance risk areas? What are “corporate account takeovers?” Learn critical insights about how to minimize some of the bank’s overall risk factors. 
4:45 – 6:00 p.m.
Networking Social - Sponsored by Xigent Solutions
Wednesday, April 24
8:00 – 9:30 a.m.
Hot Topics & Breakfast - Sponsored by Locknet - EO Johnson and Entrust Datacard
Here’s your chance to meet and learn from others in the banking industry.  For the next 90 minutes we’ll be providing relevant topics that you may have encountered in the bank.  It’s your opportunity to share what you’ve seen and learn from others.  We guarantee after this experience you’ll have created valuable connections and picked up a few new ideas.
9:30 – 10:00 a.m.
Tradeshow and Break
10:00 – 11:00 a.m.
Banker Panel
We’ve brought together a panel of bankers to share examples of innovation from their banks. 

  • Andy Schornack (Flagship Bank) will dive into the innovative marketing approaches they’ve implemented at their bank.
  • Suzi Kalsow (Bank Midwest) will highlight how they are creating a culture of innovation at their bank.
  • Mike McCrary (Lincoln Savings Bank) will provide insight on how their bank expanded their technology to attract new customers and enhance the experience of existing ones.
11:00 a.m. – 12:30 p.m.
Bankers are from Mars, FinTechs are from Venus – JP Nicols, Managing Director of FinTech Forge
Over $40 billion has been invested in fintech over the past three years, but the ‘move fast and break things’ ethos of Silicon Valley doesn’t work in a highly regulated environment. Learn how to get the best of both worlds as we innovate new ideas, yet still effectively manage risk.
12:30 p.m. Departure – Conference Concludes