Forum 2022 Schedule

Jay Leno: Live In-Person!

Spend an unforgettable evening with America’s legendary late-night host of The Tonight Show at a private comedy performance exclusively for Forum 2022 attendees with a Gold Pass.

Registration Desk Open

Stop by and pick up your conference pass at the Registration Desk if you didn’t do so Sunday. If you have any questions or need assistance, the desk will remain open throughout the day until 7:00 pm.

Networking Breakfast & Complimentary Espresso

Enjoy a hearty breakfast and pick up complimentary Starbucks espresso beverages. Full breakfast menu includes hot dishes with eggs and bacon, fruits, cereals, and fresh juices. Vegetarian and gluten free options available.

Celebrity Keynote Speaker – Earvin ‘Magic’ Johnson

This legendary NBA Hall of Famer, Five-Time NBA Champion, Business Mogul & Entrepreneur draws on his business acumen, management principles, and commitment to innovation as he teaches you his winning game plan.

Keynote: Jay Baer – Hug Your Haters

Digital marketing expert, author of six best-sellers, and CX strategist for the world’s most iconic brands, Jay Baer will forever alter the way you think about the intersection of CX, marketing, sales, and operations in this hilarious and interactive keynote.

Concurrent Breakout Sessions

Building Your 2023 Strategic Plan: The Secrets of High‐Performing Banks
Speaker: Dr. Sean Payant, Senior EVP and Chief Strategy Officer at Haberfeld
Location: Ironwood Ballroom

Maximizing Growth With Data, AI and Digital Marketing
Speaker: James Robert Lay, CEO of the Digital Growth Institute
Location: Juniper 1

Omnichannel Customer Journeys in Banking: Building Roadmaps for Revenue Growth
Speaker: Christopher Colley, Chief Industry Advisor of Financial Services at Qualtrics
Location: Juniper 2 & 3

Digital Transformation Strategy: Engineering the Workforce of the Future
Panel Discussion:

• Becky Smith, EVP/Chief Strategy and Growth Officer at SECU
• Abhi Chaudhary, Chief Product Officer at Green Dot
• Brian Knollenberg, SVP/Marketing at BECU
• John Findlay, CEO at LemonadeLXP
• Jill Nowacki, CEO/President at Humanidei

Location: Juniper 4

Live Demos

Answers AI/CX from Yext
Learn how to drive deeper relationships through algorithmic AI-powered experiences based on natural language. From back-end configuration to front-end customization, Answers provides the tools needed to answer users’ questions in digital channels.

Core iQ: Affordable, All-in-One Marketing and Communication Platform
See how Core iQ empowers financial marketers to stimulate growth by giving them data access to automate and personalize communications for onboarding, cross-selling, retention, and acquisition efforts. This solution will help you execute multi-channel communications and seamlessly prioritize the next best product to automatically send targeted cross-sell offers. This session will show you how Core iQ acts as an extension of your marketing department to save your team time and resources and enable you to drive results.

Lunch in the Marketplace Exhibit Hall

Enjoy a hearty meal with a hot lunch, dessert and refreshments — no boxed lunches or cheap sandwiches. Vegetarian and gluten free options available.

Lunch & Learn Sessions (Invitation Required)

Enjoy a plated three-course lunch as the banking industry’s most experienced solutions providers share their insights in these sponsored sessions. These are private presentations with limited seating, and are by invitation only. If you were not invited to one of these sessions and would like to attend, please contact the sponsor or stop by their booth.

Winning Growth Strategies: How to Execute Your Institution’s Strategic Plan
Gain insight into creating the business case to support and execute your growth strategy with Kurt Klassen, EVP at LEVEL5. Hear from a panel of industry executives as they share the unique stories behind their institution’s multi-year growth strategy. Learn how they redefined the customer journey as they transitioned from transactional services to an advisory-based approach, outlining the steps they took to improve CX, increase efficiencies, and generate incremental revenue.

Zero Trust, Risk and Resilience: A Conversation with AT&T Cybersecurity Consulting
Looking to start your zero-trust journey? Need direction on the next steps? Join Derrick Johnson, National Practice Leader with AT&T Cybersecurity Consulting, as he shares insights and lessons from the frontlines on implementing robust security policies with Zero Trust Architecture (ZTA). You’ll learn what it takes to achieve a Zero Trust network and implement the security tools you need to stay ahead of threats and defends against evolving attacks.

Wow your Customers with Automated, Intelligent, Real-Time Engagement and Service Experiences with Salesforce
Financial Services customers expect every digital experience to be seamless, but legacy systems and disjointed processes often get in the way. With over 1/3 of customers switching providers for a
better experience, it’s time to evolve faster. Hear how to transform sales, service, and marketing to deliver automated, intelligent, and real-time experiences that wow your customers.

Concurrent Breakout Sessions

7 New Strategies that Instantly Improve Bank Marketing ROI
Speaker: Nancy Harhut, Chief Creative Officer at HBT Marketing
Location: Ironwood Ballroom

Digital Banking Showcase: The Best of Mobile CX & Fintech Apps
Presenter: Dave DeFazio, Partner at StrategyCorps
Location: Juniper 1

Data-Driven Growth Strategies: Best Practices That Maximize Banking Relationships
Speaker: Becky Summers, Strategic Advisor at Raddon (a Fiserv company)
Location: Juniper 2 & 3

Strategies to Accelerate Innovation in Banking
Panel Discussion

• Jim Marous, Co-Publisher at The Financial Brand
• Andrea Brimmer, CMO at Ally
• Dominic Venturo, SVP/Chief Digital Officer at U.S. Bank
• Liz Wolverton, EVP/Head of Consumer Banking & Brand Experience at Synovus
• April Clobes, CEO at MSUFCU

Location: Juniper 4

Live Demos

Deliver the Perfect Journey for Every Financial Milestone & In Any Market Condition
During this demo by Total Expert, you’ll see how the combination of intelligent automation and purpose-built journeys allow you to respond to market conditions and deliver value in a way that a drip campaign never can.

Knowledge Hub, Financial Coach, and Sales Advisor from eGain
This AI-powered knowledge management solution includes three tools: eGain Knowledge Hub™ solution enabling customers to find answers via self-service and agent-assisted service, eGain Sales Advisor™ end-to-end sales solution, and eGain Virtual Financial Coach™ automated service providing highly personalized financial guidance.

Concurrent Breakout Sessions

Critical Onboarding & Cross-Selling Strategies to Maximize Digital Banking Relationships
Speaker: Paula Tompkins, CEO at ChannelNet
Location: Ironwood Ballroom

Revolutionizing Banking CX Through Customer Centricity
Speaker: Andrea Olson, CEO at Pragmadik
Location: Juniper 1

Building Banking Brands that Drive Growth
Speaker: Gina Bleedorn, Chief Experience Officer at Adrenaline
Location: Juniper 2 & 3

Open Banking Showcase: How APIs & Banking-as-a-Service Are Transforming the Financial World
Presenter: Ritesh Jain, Ph.D, Former COO, CTO, Global Head of Digital Technology at HSBC
Location: Juniper 3

Live Demo

Methodify Self-Serve Research from Schlesinger
See how BMO Financial Group, one of North America’s leading financial institutions, leverages the Methodify research solution in this lively demonstration. You’ll learn how this technology can better support strategy execution, make your organization more client-centric, and help you find the answers you need whenever you need them.

Salesforce Customer 360 for Banking: Deliver Connected Experiences at Scale
Don’t miss this live demo of Customer 360 for Banking by Salesforce. This complete suite of products for banking providers of all sizes, unites sales, service, marketing, and IT teams with
a single, shared view of customer information. You’ll learn how to transform sales, service, and marketing to deliver automated, intelligent, and real-time experiences that wow your customers.

Concurrent Breakout Sessions

The Future of Personalization in Banking: AI, Marketing Automation & Transaction Data
Speaker: Jim Marous, Co-Publisher of The Financial Brand
Location: Ironwood Ballroom

Best Practices to Maximize ROI in Digital Marketing Channels
Speaker: Wil Reynolds, CEO/Founder and Cori Graft, Associate Director/SEO at Seer Interactive
Location: Juniper 1

Financial Brand Makeover: Keys to Strategic Brand Differentiation & Awareness
Speakers: Josh Streufert, Principal at Strum Agency, Karen McGaughey, Principal at Strum Agency, and Marci Francisco, Chief Experience Officer at Premier America CU
Location: Juniper 2 & 3

Inside Open Banking Strategies: Critical Insights & Best Practices for Success
Panel Discussion

• Ron Shevlin, Chief Research Officer at Cornerstone Advisors
• Matt Smith, Head of Digital Banking and BaaS at Webster Bank
• Jamie Donahue, Chief Technology Officer at BM Technologies
• Aly Yarris, Financial Access at Plaid

Location: Juniper 4

Live Demos

Streamlined and Automated Complex Commercial Account Opening
DocFox demo attendees can expect to learn how to automate and streamline business account opening processes to reduce manual work, increase accuracy, and positively impact client experience and retention metrics.

CUNexus Digital Storefront from CUNA Mutual
See how CuneXus reinvents the way financial institutions approach consumer lending by delivering tailored financial products and services with a fully-integrated lending platform that delivers one-click convenience through a digital storefront.

Keynote: Omar Johnson – The New Rules of Marketing

As the former VP/Marketing at Apple and CMO of Beats by Dre, Omar Johnson knows how to drive explosive growth. Learn how he builds brand awareness and market share for the world’s most recognizable companies — from Nike to Coca-Cola and Kraft — with breakthrough advertising, retail CX, and digital marketing strategies.

Keynote: Ross Shafer – What Makes You Relevant in 2023

Ross Shafer is a six-time Emmy Award winning comedian and host of hit TV shows on ABC, NBC, USA, and Comedy Central. Drawing on emerging trends in the science of consumer psychology, this hilarious and unconventional keynote reveals the gaps between corporate CX strategies vs. what consumers really want and the actual experience brands deliver.

Attendee Networking Reception

Network with 2,500 of your peers in the Forum 2022 Marketplace Exhibit Hall. Enjoy hot hors d’oeuvres and a hosted open bar until 6:30 pm.

Registration Desk Open

If you have any questions or need assistance, the Registration Desk will remain open throughout the day until 7:00 pm.

Networking Breakfast & Complimentary Espresso

Enjoy a hearty breakfast and pick up complimentary Starbucks espresso beverages. Full breakfast menu includes hot dishes with eggs and bacon, fruits, cereals, and fresh juices. Vegetarian and gluten free options available.

Power Breakfast Sessions

Enjoy a full breakfast buffet as the banking industry’s most experienced solutions providers share their insights in these sponsored educational sessions. These presentations are open to all attendees. Seating is limited, and available on a first-come, first-serve basis.

Powering an FI Ecosystem: Leveraging Transaction Data to Drive Strategy and ROI
Join Nate Shahan, Vice President, Product Management with Segmint, An Alkami Company, and a panel of banking executives, to see how transaction data can reshape your business model with on-time analytics, actionable intelligence, and personalized targeted content. You’ll learn how to enrich data to build models and automate predictions that minimize churn, increase cross-selling, and maximize the bottom line.

Supercharging Digital Transformation with the Power of an Open Banking Platform
Bryan Wilken, SVP/Chief Information & Operations Officer at Bank Midwest discusses how they have adopted out-of-the-box solutions to quickly adapt to changing needs and deliver next generation banking experiences. You’ll learn how to build, partner, and buy pre-integrated apps through a vibrant and ever-growing Fintech ecosystem. All leading to smarter business decisions and fresh solutions that increase engagement, trust, and wallet share.

Maximizing the Marketing Potential of Your Branch Experience
Mitch Kane, Founder & CEO of Kane Graphical will show you how to align your financial institution’s unique voice, brand, and demographics to deploy relevant in-branch marketing messages with the flexibility to evolve over time. See how to implement on-brand messaging in six different branch zones, including best practices to maximize the experience in each zone and how to create standards guidelines that ensure consistency in your branches.

Forum University: Innovation Masterclass

Learn cutting-edge leadership skills and new management strategies from professors at two of the most prestigious business schools in the world — Harvard and Yale. This pair of keynotes is a rare opportunity to learn advanced strategies and best practices in innovation — how to build a culture of innovation and inspire creativity throughout your organization.

Duncan Wardle – The former Head of Innovation & Creativity at Disney, and Innovation Professor at Yale University will show you how to drive cultural change with new tools that can transform anyone into an innovative leader.

Suneel Gupta – This best-selling author and Professor of Digital Strategy at Harvard University will teach your team how to move ideas forward by inspiring people with a captivating vision, and give you immediately actionable techniques to spark engagement and accelerate innovation.

Concurrent Breakout Sessions

CX Strategies to Humanize Banking in the Digital Age
Speaker: Dipanjan Chatterjee, Principal Analyst/Financial Vertical and Peter Wannemacher, VP/Princial Analyst at Forrester
Location: Ironwood Ballroom

Digital Transformation 2.0: Advanced Strategies for Tangible Outcomes
Speaker: Jim Burson, Managing Director and Amanda Swanson, Director at Cornerstone Advisors
Location: Juniper 1

Innovative Digital Marketing Strategies for Acquisition, Growth & Retention
Speaker: Lincoln Parks, Digital Marketing Expert & Banking Thought Leader
Location: Juniper 2 & 3

The Future of Retail Delivery in Banking: Balancing Branches and Digital Channels
Panel Discussion

• Carla Trombly, Branch & ATM Channel Optimization at Synovus Bank
• Chris Gill, Market Planning & Insights at U.S. Bank
• Brian Scott, Chief Growth Officer at PSCU
• Kristin Korzekwa, Managing Director, Financial Services Industry at Deloitte
• Gina Bleedorn, Chief Experience Officer at Adrenaline

Location: Juniper 4

Live Demos

Data-Driven AI Content Marketing from Finalytics.ai
See how the Finalytics.ai platform triggers unique marketing content that is powerfully relevant to each customer’s current financial decision, allowing financial institutions to create ‘Segment of One’ digital interactions tailored to each individual’s needs.

Vivalociti Real-Time Personalization Tool from La Macchia Group
Get a sneak peek at the Vivalociti platform for connecting in-branch data analytics to marketing and content deployments, and see how banks and credit unions can leverage real-time personalization based on integrated data collection techniques.

Lunch in the Marketplace Exhibit Hall

Enjoy a hearty meal with a hot lunch, dessert and refreshments — no boxed lunches or cheap sandwiches. Vegetarian and gluten free options available.

Lunch & Learn Sessions (Invitation Required)

Enjoy a plated three-course lunch as the banking industry’s most experienced solutions providers share their insights in these sponsored sessions. These are private presentations with limited seating, and are by invitation only. If you were not invited to one of these sessions and would like to attend, please contact the sponsor or stop by their booth.

3 Proven Strategies for Winning in a Digital-First World
With neobanks winning market share and setting the standard for customer experience, it’s critically important for traditional banks and credit unions to stop talking digital-first… and start delivering. Join NCR’s Erin Wynn, Executive Director of Retail Banking, as she explores why AI and data-driven personalization is vital to differentiation, how to achieve a winning channel-agnostic customer experience, and why segmentation is critical to driving growth.

Proving the ROI on Your FinServ’s Digital Marketing and CX
What tactics help achieve a positive ROI? What KPIs help you make your case? How do you show ROI across the entire customer journey? Join Derek Barka, CTO at SilverTech, and Jim Pannos, President of Pannos Marketing as they uncover the key elements to calculating and measuring campaign results. This session will focus on how to achieve and prove the value of your website and digital marketing efforts so that you can prioritize, plan and succeed.

Beating the Megabanks: A New Way to Deliver Personalized Advice at Scale and Transform Sales
Join Evan Siegel, a former bank customer experience sales leader and VP/Financial Services AI at eGain, as he details how to create and implement a new service and sales model that helps financial institutions of all sizes deliver personalized, scalable, and compliant advice across all touchpoints. Learn how to provide high-quality financial check-ups that drive branch traffic, and how to leverage a Virtual Financial Coach to automate guidance.

Concurrent Breakout Sessions

The Future of Fintechs & Disruption in Banking
Speaker: Jeremy Quainoo, Global Fintech Expert at Jumo
Location: Ironwood Ballroom

Supercharging Your 2023 Strategic Plan for Future Growth
Speaker: Joe Sullivan, President/CO and Jim Perry, Senior Strategist at Market Insights
Location: Juniper 1

Gen CX: The Future of Customer Experience
Speaker: Sue Woodard, Fintech Evangelist & Senior Advisor to Total Expert
Location: Juniper 2 & 3

AI, Machine Learning & Predictive Analytics: What’s Next in Banking
Panel Discussion

• Mark Leher, Director of Data Analytics at Segmint
• Bill Dworsky, Manager, Senior Manager, Banking and Payments at Deloitte
• Jeff Otto, VP of Marketing at Marqeta
• Emily Abbas, SVP, Chief Consumer Banking and Marketing Officer at Bankers Trust

Location: Juniper 4

Live Demos

Deluxe Data Discovery
Learn how to harness the power of data to create personalized experiences for customers and prospects with Deluxe Data Discovery, enabling financial marketers to tap into the world’s deepest trigger database to position their solutions to both consumers and businesses with high purchase propensity.

Prisma Campaigns Marketing Automation Platform
Prisma Campaigns is an open architecture marketing automation platform specifically designed to integrate with financial institutions’ existing tech-stack. In this demo, you’ll see how to improve cross-selling with targeted campaigns that automatically pull data from your core, and increase campaign engagement and conversions with deep personalization of both copy and artwork.

Concurrent Breakout Sessions

Beyond Traditional Banking: Innovative Digital Banking Models & New Growth Strategies
Speaker: Jeffery Kendall, CEO/Founder at Nymbus
Location: Ironwood Ballroom

Creating Data-Driven Financial Brands That Thrive in The Experience Economy
Speaker: Betty Moon, Senior Principal/Financial Services Industry at SAP
Location: Juniper 1

Digital Payments Showcase
Presenter: Matt Wilcox, President of Digital Payments Solutions at Fiserv
Location: Juniper 2 & 3

Social Media Showcase: New Tools & Technologies to Turbocharge Social Channels
Presenter: Meredith Olmstead, CEO at FI GROW Solutions
Location: Juniper 4

Live Demos

Bill Center Bill Management Platform from Paymentus
In this demo, attendees will see how Bill Center simplifies bill management and payments through an intuitive, centralized experience that provides consumers with full bill details, connectivity to 15,000+ billers across the U.S., and expanded payment options including real-time card payments.

RITA Chat Bot from Kasisto
This interactive demo will show you how Kasisto’s unique digital assistant became BankSouth’s best digital employee. Hear how BankSouth deployed RITA, a smart and sassy AI-powered digital assistant that reshaped their customer experiences and doubled their average digital engagement rate.

Concurrent Breakout Sessions

Engineering the Optimal Digital Lending Experience: Fast, Frictionless & Fully-Automated
Speaker: Devesh Khare, Chief Product Officer at MeridianLink
Location: Ironwood Ballroom

Strategic Marketing & Fintechs: Eliminating Five Critical Blind Spots
Speaker: Hunter Young, President at HiFi Agency
Location: Juniper 1

Transforming Financial Wellness Programs Into Revenue-Generating Business Strategies
Speaker: Naomi Adams Bata, VP/Communications at the Financial Health Network
Location: Juniper 2 & 3

Social Media in Banking: Best Practices & Strategies for Success
Panel Discussion

• Liz McIntyre, Director of Social Media at Renasant Bank
• Natalie Bartholomew, Community President at First Community Bank
• Courtney Oldendorf, Social Media Specialist at ORNL Federal Credit Union
• Kerry-Ann Stimpson, CMO, JMMB Group
• Nicky Senyard, CEO at Fintel Connect

Location: Juniper 4

Live Demos

SavvyMoney’s Credit Score Solution
See how SavvyMoney’s innovative credit score solution provides real-time credit scores and credit report data to consumers, empowering banks and credit unions with the portfolio insights and digital marketing tools to deliver highly-targeted offers that result in profitable growth and happier, more financially healthy customers.

CUcontent: One-Click™ Social Media
What’s the secret sauce behind social media success? For today’s consumers, excellent content, no matter how engaging, is no longer enough. Your members and customers don’t really want to
listen–they want to be heard. You will achieve the ultimate social media success when you drop the monologue….and create a dialog. Learn about the seven types of content, what inspires people to respond, and how to start a conversation on LinkedIn, Facebook, Instagram and even TikTok.

Forum X Talks

Don’t miss this unique series of unforgettable, high-level talks focused on helping banking executives prepare themselves and their organization for the future — like TEDx for financial institutions!

Unstoppable Cultures: Creating & Sustaining Organizations With Enduring Greatness
Ginger Hardage, former SVP of Culture & Communications at Southwest Airlines, will teach you how to overcome the internal hurdles holding your organization back by creating your own innovative culture with inspiring new, never-been-done before ideas.

Building The Digital Bank of Tomorrow
Fintech legend and best-selling banking author Chris Skinner explores the urgency of digital transformation, emphasizing how banks must completely retool their business strategy and change their internal culture.

Laughing (or Crying?) All the Way to the Bank
Featured on The Tonight Show and Oprah, motivational comedian and film/TV star Michael Jr. combines dynamic storytelling with thought-provoking life principles, as he brings laughter and encouragement to inspire and engage Forum 2022 attendees.

Attendee Networking Reception

Network with 2,500 of your peers in the Forum 2022 Marketplace Exhibit Hall. Enjoy hot hors d’oeuvres and a hosted open bar until 7:00 pm.

Forum 2022 Help Desk

If you have any questions or need help, the Registration Desk will remain open throughout the day until 3:30 pm.

Complimentary Luggage Storage

Be sure to pick up your bags no later than 3:30 pm. This is a complimentary service provided through the Aria Hotel & Resort bell desk. Please remember to leave the attendant a tip.

Networking Breakfast in the Juniper Ballroom

Enjoy a hearty breakfast and pick up complimentary Starbucks espresso beverages. Full breakfast menu includes hot dishes with eggs and bacon, fruits, cereals, and fresh juices. Vegetarian and gluten free options available.

Power Breakfast Sessions

Enjoy a full breakfast buffet as the banking industry’s most experienced solutions providers share their insights in these sponsored educational sessions. These presentations are open to all attendees. Seating is limited, and available on a first-come, first-serve basis.

Uncover Creative Solutions to Your Most Significant Banking Challenges
Skip this session if you’re looking for a traditional PowerPoint presentation (read: boring!). Join banking peers and industry experts for an Innovation “Unconference” — an interactive workshop where attendees shape the agenda. Moderated by Daniel Haisley, EVP/Product at Apiture, we’ll discuss real-world banking issues, stress-test new ideas, and identify solutions based on the collective wisdom and experience of the participants in this engaging, hands-on workshop.

Four Steps to Boost Your Marketing ROI up to 30%
Lynn Neal, Global Practice Officer with RAZR, and Amy Tharrington, SVP Marketing with State Employees Credit Union (SECU) will show you how SECU, the nation’s second largest credit union, leverages the latest behavioral science strategies to optimize their marketing for measurable growth. Learn foundational aspects of behavioral science and how it impacts people’s response to marketing campaigns. You’ll learn the four Cs of effective financial marketing, with immediately applicable insights, new tools, and the essential do’s and don’ts that will make or break your campaigns.

The Money in Mindset-Based Marketing: Strategies that Win SMBs
Join Nicolas Rouleau, Group Account Director at Cargo, Karen Svendsen, RBC’s Senior Director Client & Business Strategy/Small Business, and Bryce Gartner, Chief Experience Officer at Cargo, for a panel discussion exploring key findings from Cargo’s latest SMB survey. Drawing on real-time answers to SMB customers’ most common questions, you’ll learn how to capitalize on the survey’s critical insights and tailor marketing tactics to capture more SMB relationships.

Keynote: Trendhunter Jeremy Gutsche

Jeremy Gutsche is one most respected authorities on innovation and change management on the planet. Google, Netflix, Disney, Starbucks, Wells Fargo, Coca-Cola, and IBM all tap his expertise to accelerate innovation and respond to trends. This mind-blowing interactive multimedia keynote will arm you with big picture takeaways and practical steps showing you how to adapt to the macroeconomic forces and mega-trends that are reshaping banking and the world around us.

Forum 2022 Leadership Summit

Two unforgettable keynotes from two remarkable TEDx speakers with invaluable insights illustrating the power of leadership, ingenuity, adaptation, and perseverance in extreme situations.

Lessons from the Andes
In this extraordinary and inspirational keynote, Andes plane crash survivor and inspiration for the movie Alive, Nando Parrado shares the lessons he learned through his ordeal — how to respond to conflict, manage crises, make tough decisions and overcome inconceivable challenges.

Lessons from Everest
Extreme adventurer, polar explorer, and Everest expedition leader Alison Levine combines inspirational stories with breathtaking visuals to demonstrate the parallels between staying alive on the world’s most dangerous peaks and succeeding in today’s business world — where determination and willpower are essential to survival.

Lunch in the Juniper Ballroom

Enjoy a hearty meal with a hot lunch, dessert and refreshments — no boxed lunches or cheap sandwiches. Vegetarian and gluten free options available.

Lunch & Learn Sessions (Invitation Required)

Enjoy a plated three-course lunch as the banking industry’s most experienced solutions providers share their insights in these sponsored sessions. These are private presentations with limited seating, and are by invitation only. If you were not invited to one of these sessions and would like to attend, please contact the sponsor or stop by their booth.

How Data and Analytics Can Jumpstart Your Acquisition Strategy
Join Wendy Coburn, Financial Services Senior Strategist, and others from the Acxiom team, for this session exploring the latest innovations and best practices in financial services marketing. Learn how to put personalization at the core of a best-in-class channel- and media strategy with first-party identity, data and analytics that identifies their needs. You’ll learn how to integrate supplemental data, and bring it all together with data management, engaging in channels that work, and ultimately creating the best experiences in real time.

One-to-One Messaging: The Key to Profitable Banking Relationships
In this panel discussion, a team of experts including Scott McArthur, Chief Revenue Officer at Statflo, and Thomas Shields, VP/Product Enablement at Kasasa, come together to discuss how one-to-one messaging can provide a seamless and personalized experience that benefits both customers and your bottom line. You’ll learn how to leverage text messaging to build and maintain profitable relationships and deepen engagement.

Forum X Talks

Don’t miss this unique series of unforgettable, high-level talks focused on helping banking executives prepare themselves and their organization for the future — like TEDx for financial institutions!

Inspiring Creativity
Former Lead Storyteller at Pixar Matt Luhn shares practical strategies and shows you how to create a culture that encourages and nurtures new ideas in this engaging and action-oriented Forum X talk emphasizing the persuasive power of authentic storytelling.

Momentum: How to 10X Your Brand
Marketing expert and best-selling author Shama Hyder teaches banking executives how to 10x their brands by leveraging the latest experiential marketing strategies, including online influencers and digital storytelling.

Thinking Like Amazon
Former Amazon executive turned digital strategy consultant John Rossman explains how any company can innovate at the same level as Amazon and create a digital culture that disrupts and outperforms the competition.

Celebrity Keynote: Daymond John – Rise & Grind

In this dynamic, high-energy keynote, co-host of the Shark Tank, celebrity business investor, founder of FUBU, and NY Times best-selling author Daymond John uses powerful examples from his phenomenal rags-to-riches journey to teach you the secrets that fueled his success — a potent combination of grit, relentless determination, and the power of branding.

Forum 2022 Concludes