Forum 2024 Schedule

Exhibitor Check-In Desk Open

All sponsors and exhibitors are encouraged to arrive Saturday, May 18, so they can pick up their exhibitor badges early Sunday morning to begin unpacking and assembling their booths.

Exhibitor Move-In & Set-Up

All sponsors and exhibitors should begin setting up their booths in the Bristlecone and Pinyon ballrooms Sunday morning. All exhibit booths must be completely set-up no later than 4 pm Monday.

Registration Desk Open

Attendees should plan to arrive on Sunday, so they can stop by and pick up their conference pass at the Forum 2024 Registration Desk early. If you have any questions or need assistance, the desk will remain open throughout the day until 7:00 pm.

Registration Desk Open

Attendees should plan to arrive on Sunday, so they can stop by and pick up their conference pass at the Forum 2024 Registration Desk early. Pick up your badge early, before lines get long!

Exhibitor Move-In & Set-Up

All sponsors and exhibitors can continue setting up their exhibit booths in the Bristlecone and Pinyon ballrooms Sunday morning. All exhibit booths must be completely set-up no later than 4 pm.

Grand Opening Reception

Enjoy hot hors d’oeuvres and a hosted open bar as you network with 2,500 of your peers in the Forum 2024 Marketplace Exhibit Hall.

Jim Gaffigan: Live In-Person!

Spend an unforgettable evening with legendary comedian Jim Gaffigan. Don’t miss this private stand-up performance exclusively for Forum 2024 attendees that have a Gold Pass. Doors open at 7 pm, show starts at 7:30 pm.

Sponsored by

Sponsored Dinners, Parties & Off-Site Events (Invitation Required)

Enjoy VIP treatment with these special functions including dinners at the Aria Resort’s finest restaurants, activities like Topgolf, and private parties. If you are attending an off-site event, please meet at the Forum 2024 Registration Desk on the Promenade Level of West Convention Center. If you’re attending a dinner or party, please check with the sponsor of that event for your rally point and time.

Registration Desk Open

If you didn’t pick up your badge Sunday, you’ll want to arrive early before lines get long. 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.

Stop Silent Attrition with AI-Powered Marketing
Moderator: Rachel O’Neill, Senior Solutions Engineer at Alkami Technology
Panelists: Steve Zich, CMO at Capital Credit Union; Emily Stewart, Director of Growth Strategies at Meritrust Credit Union, and Leeah Webb, Sr. Growth Strategies Analyst at Meritrust Credit Union
Ballroom: Starvine 1+2

Digital account opening makes attrition too easy. This session will show you how to drive personalized offers and deepen share-of-wallet to boost retention.

Gen Z Money Matters: Deciphering Generational Trends in Banking
Speaker: Daniel Haisley, EVP/Innovation at Apiture
Ballroom: Starvine 3+4

Unlock the secrets of Gen Z and delve into their unique banking preferences, with original research that will help you attract, engage, and retain account holders of all ages.

Successful Strategies to Capture Deposits in a Highly Competitive Marketplace
Speakers: Derek Elmerick, Managing VP at Deluxe, and Carolyn Massee, VP/Manager Direct Marketing at U.S. Bank
Ballroom: Starvine 6+7

Data-driven tactics and proven strategies used by highly successful banks to find, attract and retain core deposits — how to target the right audiences, remove barriers to entry, and lock in deposits.

Banking’s New Buzzword Isn’t ‘Disruption’— It’s ‘Stagnation
Speakers: Jeffery Kendall, Chairman & CEO at Nymbus, and Nick Kennedy, Founder of Nick Kennedy Coaching and The Good Entrepreneur Institute
Ballroom: Starvine 12+13

Transform today’s challenges into growth opportunities and learn to sidestep the pitfalls of stagnation by being more agile. Develop actionable strategies to increase market share by using data to forecast trends, understand customer needs, and tailor differentiated services.

Moderated Q&A: Cindy Crawford

Don’t miss international supermodel Cindy Crawford, who will share the business and branding lessons she’s learned through her remarkable career.

Concurrent Breakout Sessions

AI for Growth: Unleashing Data to Personalize, Predict & Profit
Speaker: Rex Briggs, Chief AI Officer at Claritas
Ballroom: Ironwood

Deposit Growth & Retention Strategies in a Falling Rate Environment
Speaker: Adam Stockton, Managing Director at Curinos
Ballroom: Juniper 1

Optimizing Onboarding & Cross-Selling in Banking: A Roadmap to Deeper Relationships
Speaker: Tricia Hrotko, Chief Customer Officer at Digital Onboarding
Ballroom: Juniper 2+3

Data-Driven Strategies to Optimize the Retail Banking Experience
Speaker: Kurt Klassen, EVP at LEVEL5
Ballroom: Juniper 4

The Future of Branches in a Digital Age
Speaker: Steve Turley, Head of Retail Growth and Transformation at TD Bank
Ballroom: Primrose 4-5

Live Demos

Creatio No-Code CRM
Presenter: Creatio
Ballroom: Starvine 10

Total Expert Customer Engagement Platform
Presenter: Total Expert
Ballroom: Starvine 11

Concurrent Breakout Sessions

Next-Generation Retail Delivery Strategies in Banking
Speakers: Sam Kilmer, Managing Director at Cornerstone Advisors and Jim Burson, Partner at Cornerstone Advisors
Ballroom: Ironwood

Harnessing the Potential of Generative AI in Banking
Speaker: Vivek Jetley, EVP/Global Head of Analytics at EXL
Ballroom: Juniper 1

Marketing & Leadership Lessons from the World’s Most Influential CMOs
Speaker: Eric Fulwiler, Co-Founder & CEO at Rival
Ballroom: Juniper 2+3

Using Gamification to Drive Growth in Banking
Speaker: John Findlay, CEO of LemonadeLXP
Ballroom: Juniper 4

The Future of Banking: Beyond the Glass
Speaker: Derek White, CEO of Galileo Financial Technologies
Ballroom: Primrose 4-5

Live Demos

Kasasa: Proven Products. Predictable Adoption. Real Growth.
Presenter: Kasasa
Ballroom: Starvine 10

Xperience Headless CMS by Kentico
Presenter: Silvertech
Ballroom: Starvine 11

Networking Luncheon 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.

Priority One. (And Two. And Three. And Four)
Speakers: James Pannos, President of Pannos Marketing and Christina Baker, Digital Strategy Team Lead at SilverTech
Ballroom: Starvine 1+2

This session will arm you with latest strategies that directly address each of the top four things your marketing team that The Financial Brand has identified as the critical priorities for banking providers in the year ahead. You’ll learn how to acquire more customers/members, grow deposit/checking accounts, and expand relationships by increasing share of wallet.

Unlocking the Branch vs. Digital Dilemma
Speakers: Erin Wynn, Executive Director/Product at NCR Voyix Digital Banking, and Scott Vukcevic, Executive Director/Business Development at NCR Voyix Channel Services
Ballroom: Starvine 3+4

Unpack the evolving role of branches in the digital-first world, as you see how physical and digital channels must merge to achieve long-term growth and stave off attrition. We’ll provide you with a roadmap for building a seamless experience, including the tools and technologies needed to deliver the personalized, human connections people expect today.

Optimize Budget & Drive Results with 5 Steps to Hyper-Targeted Deposit Acquisition
Speakers: Jim Eup, Director of FI Products, and Wendy Erhart, Client Strategist II at Vericast
Ballroom: Starvine 6+7

Learn how to deploy advanced analytics and market insights that drive deposit growth. You will learn how product-specific tactics, branch location, media channel mix, and offers all work together to drive results on any size budget. Hear what channels and tactics are working best across direct mail, digital, email, CTV and more, based on benchmarking insights and results from thousands of FI acquisition campaigns.

The Evolution of Branches
Speaker: Chris LaBarbera, Senior Innovation Principal at Verizon Business
Ballroom: Starvine 12+13

This session explores the latest strategies in branch evolution with a view to the future on best practices in CX. You’ll learn how to protect customers from various types of fraud and cyber security risks with leading-edge network solutions that decrease cost and increase agility, and see what some of your peers are doing in 2024 in their own evolution.

Don’t miss this pair of unforgettable, high-level presentations focused on Artificial Intelligence. This is like TEDx for financial institutions — talks that help banking executives prepare themselves and their organization for the future.

Mike Walsh: Generative AI

Brace yourself for this riveting presentation, as futurist Mike Walsh — one of the world’s foremost experts on emerging technologies, AI, and digital transformation — discusses how financial institutions must adapt to thrive in this rapidly changing digital frontier.

Tia White: Machine Learning

Tia White knows more about AI than just about anyone on the planet, having lead machine learning teams at Wells Fargo, Capital One, JP Morgan Chase, and Amazon. You can’t miss this talk about the disruptive power of machine learning in the financial sector.

Concurrent Breakout Sessions

Digital Banking Showcase (Live Demos): From PFI to ‘Primary Financial Interactions’
Speaker: Dave DeFazio, Principal at StrategyCorps
Ballroom: Ironwood

Supercharging Financial Marketing Content with ChatGPT
Speaker: Ben Udell, SVP Digital Innovation at Lake Ridge Bank
Ballroom: Juniper 1

Engagement Marketing: Taking Data-Driven Personalization to the Next Level
Speaker: Jody Bhagat, President at Personetics and Liz Wolverton, EVP/Head of Consumer Banking and Brand Experience at Synovus
Ballroom: Juniper 2+3

The Brand Advantage: Harness Your Most Valuable Asset to Drive Differentiation
Speaker: Gina Bleedorn, President and CEO of Adrenaline
Ballroom: Juniper 4

The Power of Purpose
Speaker: Dennis Devine, CEO/President of Alliant Credit Union
Ballroom: Primrose 4-5

Live Demos

Award-Winning Impact-as-a-Service™ Platform
Presenter: Spiral
Ballroom: Starvine 10

Effectiv Real-Time Fraud Risk Management Platform
Presenter: Effectiv
Ballroom: Starvine 11

Concurrent Breakout Sessions

The Ethical, Legal & Strategic Risks of AI in Banking
Speaker: Lance Senoyuit, Senior Principal/Financial Services at SAP
Ballroom: Ironwood

Innovative Marketing Strategies to Launch Next-Gen Financial Products
Speaker: Andrew Davidson, Chief Insights Officer at Mintel
Ballroom: Juniper 1

Humanizing Digital-First Banking
Speaker: Liz Wolverton, Executive Director Market Strategy at NCR
Ballroom: Juniper 2+3

The Evolution of Branch Banking: Lessons from Retail Innovators
Speaker: Kevin Blair, CEO of NewGround
Ballroom: Juniper 4

Innovation Through Co-Creation
Speaker: April Clobes, CEO/President of MSU Federal Credit Union
Ballroom: Primrose 4-5

Live Demos

KlariVis Visionary Data Intelligence Solution
Presenter: KlariVis
Ballroom: Starvine 10

CD Marketplace and Lead Generation/Origination Solutions
Presenter: CD Valet
Ballroom: Starvine 11

Featured Keynote: Jason Dorsey

Featured on 200+ TV shows — from 60 Minutes to CNBC — Jason Dorsey will show you how to uncover defensible differences between you and your competitors, and teach you how to turn those into fuel for growth.

Attendee Networking Reception

Enjoy hot hors d’oeuvres and a hosted open bar as you network with 2,500 of your peers in the Forum 2024 Marketplace Exhibit Hall.

Sponsored Dinners, Parties & Off-Site Events (Invitation Required)

Enjoy VIP treatment with these special functions including dinners at the Aria Resort’s finest restaurants, activities like Topgolf, and private parties. If you are attending an off-site event, please meet at the Forum 2024 Registration Desk on the Promenade Level of West Convention Center. If you’re attending a dinner or party, please check with the sponsor of that event for your rally point and time.

Forum 2024 Help Desk Open

Anyone who has questions or needs assistance on Wednesday — including sponsors and exhibitors — can stop by the Help Desk, which will remain open throughout the day until 8:00 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.

Decoding Digital Triumph: Lessons Learned from Strategic Web Decision Making
Speakers: Kerry Graham, VP/Marketing at First Service Credit Union, with Wesley McChristian, Kentico Practice Director at Americaneagle.com and Sean Wright, Lead Product Evangelist at Kentico
Ballroom: Starvine 1+2

This panel of experts shares will give you a roadmap for navigating the complexities and seizing opportunities with successful web initiatives, along with best practices and lessons learned when planning digital transformation projects.

Branch Strategies from the Outside-In
Speakers: Kevin Stang, Owner/Principal of CUXcel & BranchXcel, and Mitch Kane, Owner/Principal of Kane Graphical
Ballroom: Starvine 3+4

This session will give you best practices showing you how to optimize your branch network, improve the experience, and increase engagement.

Deliver on Your Loyalty Program’s Big Promises
Speakers: Maegan O’Neill, VP/Global Insights, and Carissa Dougall, VP/Client Solutions at Bond
Ballroom: Starvine 6+7

Based on global consumer research with over 60,000 consumers, you’ll explore innovative ways to deliver differentiated loyalty programs that grow share of wallet, deepen affinity, and increase usage.

Refresh: Transforming Branches Into Branded Environments
Speaker: Kevin Poirot, EVP/Branded Environments at PWCampbell
Ballroom: Starvine 12+13

Learn how to build a memorable brand experience and communicate your brand across your branch network, with actionable and cost-effective strategies proven to increase market share, grow deposits, and retain customers.

Top executives from two Fortune 500 companies take the Forum 2024 main stage to share their insights into strategic leadership and how to lead your organization through major periods of transition.

Dan Schulman, Former CEO of PayPal

Dan Schulman is one of the world’s foremost experts on payments and mobile technology. At the Forum 2024, he will discuss emerging global trends in financial services and the unique challenges and opportunities facing the banking sector today.

Reggie Fils-Aimé, Former President of Nintendo

Legendary businessman, award winning innovator and disruptor Reggie Fils-Aimé shares his seven leadership principles for driving innovation in an age of disruption.

Concurrent Breakout Sessions

Reimagining Retail Banking: How to Revolutionize CX with Generative AI
Speaker: James Dean, Global Generative AI Specialist, Financial Services Lead at Google
Ballroom: Ironwood

Predictive Data-Driven Digital Marketing Strategies for Customer Acquisition & Deposit Growth
Speaker: Tom Sullivan, CEO of Princeton Partners
Ballroom: Juniper 1

Navigating the Future of Partnerships in Banking: Strategies for Success
Speaker: Bill Dworsky, Senior Manager at Deloitte (Panel)
Ballroom: Juniper 2+3

Unlocking What People Really Want from Financial Brands on Social Media
Speaker: Mark McDonnell, Social Media Strategy Expert at Hootsuite
Ballroom: Juniper 4

Building a Digital First Mindset
Speaker: Mathew Mehrotra, Chief Digital Officer and Head of Canadian Products at BMO Financial
Ballroom: Primrose 4-5

Live Demos

Q2: Bank on Better Relationships
Presenter: Q2
Ballroom: Starvine 10

Digital Onboarding Engagement Platform
Presenter: Digital Onboarding
Ballroom: Starvine 11

Concurrent Breakout Sessions

Human-Centered Connections: Customer Engagement in the Digital Era
Speaker: Becky Smith, EVP/Chief Revenue Officer at SECU ($4B)
Ballroom: Ironwood

Data-Driven Loyalty: How to Engage & Retain Banking Customers
Speaker: Joe Welu, CEO of Total Expert
Ballroom: Juniper 1

The BaaS Revolution: Leveraging Embedded Finance as a Catalyst for Growth
Speaker: Peter Hazlehurst, CEO & Co-Founder of Synctera
Ballroom: Juniper 2+3

The Future of Retail Banking: Growth Strategies in an Age of Industry Convergence
Speaker: Kristin Korzekwa, Managing Director at Deloitte Consulting and a former VP with SunTrust and National City Bank
Ballroom: Juniper 4

Rethinking Innovation Through Unparalleled Change
Speaker: Don Relyea, Chief Innovation Officer at U.S. Bank
Ballroom: Primrose 4-5

Live Demos

Sphere: Generative AI Solutions
Presenter: Interface.ai
Ballroom: Starvine 10

LemonadeLXP Digital Growth Platform
Presenter: LemonadeLXP
Ballroom: Starvine 11

Networking Luncheon 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.

Real World Strategies for Core Deposit Growth
Moderator: John W. Hyche, Senior Vice President at LEVEL5
Ballroom: Starvine 1+2

Hear how other institutions are pursuing core deposit growth, and how your institution compares to these industry trends as three panelists — each a CFO at a thriving banking provider — discuss their institution’s approach to core deposit growth and best practices for today’s environment, including what worked and what didn’t over the course of their careers.

Driving Strategically Significant Core Deposits at Half the Cost
Speaker: Alisha Crafton, Chief Growth Officer at Kasasa
Ballroom: Starvine 3+4

High-yield CDs may bring in deposit dollars, but they also come with a near-unsustainable cost of funds, high attrition, rate shoppers, ongoing liquidity struggles, constant repricing, and more. It’s time for a new approach. Come hear how Kasasa can help you create real growth and lower your cost of funds by optimizing program performance and perfecting deposit offers.

Is Everything You Thought You Knew About Your Financial Consumers Wrong?
Speakers: Michael Scicolone, VP of Financial Services at Claritas, and Ryan Barringer, VP of Marketing at Star One Credit Union
Ballroom: Starvine 6+7

This session will show you how to strategically identify your most profitable, high-value prospects by uncovering their unique attributes and market motivations, then engage them with efficient multichannel campaigns. See how to replace outdated segmentation models and navigate common marketing pitfalls with a comprehensive data-driven gameplan that will give you an edge over competitors with limited customer insights.

Core Modernization is Non-Negotiable: 3 Key Ways to Drive Profitable Growth in Banking
Speakers: Rob Joyce, Head of Banking Solutions at Galileo, Dean Nicolacakis, Partner/Banking Transformation at PwC, and John Kraper, Partner/Banking Transformation at PwC
Ballroom: Starvine 12+13

Dive into three pivotal strategies that leading banks are implementing to transform their core systems: phased implementation, legacy system integration and using the cloud. You’ll see how to quantify and measure the ROI of your banking modernization investments, and how to effectively gather data insights that will uncover new revenue opportunities.

Don’t miss this pair of unforgettable, high-level presentations focused on Strategic Marketing. This is like TEDx for financial institutions — talks that help banking executives prepare themselves and their organization for the future.

Scott Stratten, President of Unmarketing

Former TEDx speaker Scott Stratten shows you how to create loyal, repeat customers. With humor, passion and candor, Stratten blends real world strategies with memorable stories that will completely change the way you market and sell, for the better.

Bonin Bough, Global Marketing Guru

Bonin Bough shows you how to drive marketing innovation across your organization, as you learn how to overcome ingrained behaviors and innovate the way you approach growth.

Concurrent Breakout Sessions

Winning in Digital Banking Channels: Leading UX Practices from Across the Globe
Speaker: Mark Donohue, Founder of iSky Research
Ballroom: Ironwood

Conquering the Competition with Advanced Targeting Tactics
Speaker: Jim Pond, Co-Founder of JXM
Ballroom: Juniper 1

The Future of Open Banking & The Customer Retention Challenge
Speaker: Alex Johnson, Founder of Fintech Takes
Ballroom: Juniper 2+3

Redefining SEO in the AI Age: Roles, Goals & Metrics for a New World
Speaker: Wil Reynolds, VP Innovation at Seer Interactive
Ballroom: Juniper 4

CMO Unplugged: The Art and Science of Tomorrow’s Marketing
Speaker: Melissa Stevens, CMO at Fifth Third Bank
Ballroom: Primrose 4+5

Live Demos

KAI Consumer Banking & KAI Answers
Presenter: Kasisto
Ballroom: Starvine 10

Amplero: AI-Powered Personalization
Presenter: Curinos
Ballroom: Starvine 11

Concurrent Breakout Sessions

The ROI of CX: Success Strategies from Banking’s Best
Speaker: Brandon Gerena, former leadership executive with IBM, Accenture and Razorfish
Ballroom: Ironwood

Demographic Disruption: Banking in an Aging America
Speaker: Joe Sullivan, CEO of Market Insights
Ballroom: Juniper 1

Maximizing Customer Lifetime Value Through Financial Wellness
Speaker: Vibhas Ratanjee, Senior Practice Expert/Finance at Gallup
Ballroom: Juniper 2+3

Digital Identity Verification: A Competitive Advantage for Banks & Credit Unions
Speaker: Sara Seguin, Principal Advisor/Fraud & Identity Risk at Alloy
Ballroom: Juniper 4

Live Demos

Chimney Home: The Property Data Revolution
Presenter: Chimney
Ballroom: Starvine 10

Quantum Metric | Felix AI
Presenter: Quantum Metric
Ballroom: Starvine 11

Learn cutting-edge leadership skills and new management strategies from professors at two of the most prestigious business schools in the world.

Scott Galloway, Professor of Marketing at NYU Stern

Scott Galloway takes a unique, unvarnished look at what separates winners and losers in the digital age, diving into the tectonic forces shaping banks’ strategic plans in 2024 and beyond — from demographic trends and consumer behavior, to AI and CX.

Wendy Smith, Professor of Business at University of Delaware

Learn from the mistakes of past giants like Polaroid and Blockbuster as management thought leader and best-selling author Wendy Smith examines how banking execs should respond to disruptive paradoxes.

Attendee Networking Reception

Enjoy hot hors d’oeuvres and a hosted open bar as you network with 2,500 of your peers in the Forum 2024 Marketplace Exhibit Hall.

Sponsored Dinners, Parties & Off-Site Events (Invitation Required)

Enjoy VIP treatment with these special functions including dinners at the Aria Resort’s finest restaurants, activities like Topgolf, and private parties. If you are attending an off-site event, please meet at the Forum 2024 Registration Desk on the Promenade Level of West Convention Center. If you’re attending a dinner or party, please check with the sponsor of that event for your rally point and time.

Forum 2024 Concludes

Safe travels home, and we’ll see you for The Financial Brand Forum next year — April 13-15, 2025, returning again to the Aria Hotel & Resort in Las Vegas! Mark your calendars now, and save the date!