ABOUT THE SCHEDULE
Printable PDF Schedule
Download the complete 18-page agenda and schedule of events — everything that’s happening at The Financial Brand Forum, complete with dates, times and locations.
Maximizing Your Time
All attendees are welcome in every breakout session — no need to sign up in advance. And with a Gold Pass, you can watch video recordings of all keynotes and breakouts whenever you like. Watch your favorite sessions again when you get back to the office.
What Nights Should You Stay?
We strongly recommend you book your stay at the Aria Hotel Resort starting Sunday, April 26th so that you don’t miss Jay Leno’s performance. We also recommend you stay Wednesday night, and check out Thursday, April 30th.
12:00 PM
Registration Desk Open
Pick up your conference badge early, before lines get long.
5:00 PM
Opening Night Reception
Marketplace Exhibit Hall
Come network with 2,500+ of your peers as you enjoy hot hors d’oeuvres and a hosted open bar until 6:00 pm.
7:00 PM
Jay Leno
Don’t miss one of the world’s most famous comedy legends for this stand-up performance exclusively for Forum attendees.
7:00 AM
Registration Desk Open
Pick up your conference badge early, before lines get long.
7:30 AM
Networking Breakfast & Complimentary Espresso
Marketplace Exhibit Hall
Breakfast provided for all attendees. Enjoy a hearty breakfast and pick up complimentary espresso beverages. Menu includes hot dishes, fruits, cereals, fresh juices, and gluten free options.
9:00 AM
Opening Keynote: Steve Young and Jerry Rice
Ironwood Ballroom
The two former teammates will be reunited on the Forum 2020 main stage for a unique, candid, unmoderated conversation about “The Habits of Greatness”, as they share the secrets that fueled their success, the power of visualization, the principles of inspirational leadership, and how failure can drive you forward.
10:30 AM
Concurrent Breakout Sessions
Emerging Trends Transforming the Mobile Banking World
Ironwood Ballroom
Dave DeFazio, Partner at StrategyCorps
Keys to Brand Transformation in Banking: Differentiation, Authenticity & Relevance
Juniper Ballroom 1
Gina Bleedorn, Chief Experience Officer at Adrenaline
From Silos to Synergy: Creating an Integrated Omni-Channel Experience in Banking
Juniper Ballroom 2+3
Jouk Pleiter, CEO/Founder at Backbase
Data-Driven Banking for the Digital World
Juniper Ballroom 4
Don MacDonald, CMO at MX
11:30 AM
Lunch in the Exhibit Hall
Marketplace Exhibit Hall
A hearty meal with dessert and refreshments will be served for all attendees — no boxed lunches or cheap sandwiches. Gluten free options available.
11:30 AM
Lunch & Learn Sessions
Enjoy a plated three-course lunch as some of the banking industry’s most experienced solutions providers share their insights in these sponsored sessions. These presentations have limited seating, and are by invitation only. RSVP required.
EXACT Audience Targeting: 5 Principles for Understanding Your Audience & Reaching them Online
Starvine 3+4
Jordan Reynolds, Associate Director of Marketing at Mogo Interactive
1:00 PM
Concurrent Breakout Sessions
Digital Growth Marketing Strategies That Generate Maximum ROI
Ironwood Ballroom
James Robert Lay, CEO/Founder at Digital Growth Institute
Monetizing the Untapped Growth Potential in Your CX Strategy
Juniper Ballroom 1
Paul Berg, Senior Managing Consultant at Gallup
Building Financial Brands & Creating Emotional Connections in a Digital-First World
Juniper Ballroom 2+3
Dipanjan Chatterjee, VP & Principal Analyst/Financial Vertical at Forrester
Google Deciphered: Unlocking Search Engines & the Secrets of SEO
Juniper Ballroom 4
Michael Bertini, Director of Search Strategy at iQuanti
1:00 PM
Live Demos
Come learn how these new solutions and tools can help you execute your strategic plan and drive greater ROI.
Harvest – Goalkeeper
Starvine 10
Drew Sievers, CEO at Harvest
Goalkeeper is a simple API-powered, white label tool allowing your customers to save for anything and everything, making it easy for them to get into the habit of saving. In this demo, see how Harvest’s automated goals-based savings product helps you retain deposits that are being siphoned off by fintechs
Fiserv – Getting Personal with Digital Transformation
Starvine 11
Colin Murphy, Vice President, Product Marketing and Consumer Adoption, at FISERV
Anne High, Director, Advisory Services for Financial Institutions, at FISERV
Eric Smith, Head of Financial Institutions Sales, at FISERV
Learn how to create one-of-a-kind digital experiences that drive deeper consumer engagement and profitability to your institution. This demo will show you how to craft tailored, real-time messages using fast and secure communication channels. You’l also see how you can reach on-the-go consumers with new innovative technologies like biometric authentication and augmented reality.
2:00 PM
Concurrent Breakout Sessions
Retail Delivery Panel: Branches, Digital Channels & The Omni-Channel Experience
Ironwood Ballroom
Moderator: Jon Voorhees, Advisor at Peak Performance Consulting Group
Panelist: Cagn Suzer, Head of Retail at BBVA USA
Panelist: Jennifer Smith, VP, Director of Branch & ATM Distribution at Flagstar Bank
Panelist: Josephine Moran, EVP, Head of Retail Banking at Provident Bank
From Discovery to Purchase: Removing Friction in Financial Services
Juniper Ballroom 1
Deepanjan De, Head of Financial Services at Facebook
10 Strategies to Make Your Marketing Campaigns Immediately More Effective
Juniper Ballroom 2+3
Nancy Harhut, Co-founder and Chief Creative Officer at HBT Marketing
Mining for Gold: Turning Data Into Dollars
Juniper Ballroom 4
Dr. Sean Payant, Chief Consulting Officer at Haberfeld
2:00 PM
Live Demos
Come learn how these new solutions and tools can help you execute your strategic plan and drive greater ROI.
Yext’s Search Experience Cloud
Starvine 11
Shane Closser, Head of Industry, Financial Services at Yext
Yext’s Search Experience Cloud puts financial marketers in control of their facts online. See how you can steer traffice from across search engines, maps, apps, voice assistants and chatbots to brand verified answers on your own website. You’ll learn how conversational AI and technology are changing the customer journey, and how “intent marketing” will transform your marketing technology stack.
3:00 PM
Concurrent Breakout Sessions
Digital Transformation, Innovation & Technology Panel
Ironwood Ballroom
Moderator: Jim Marous, Co-Publisher at The Financial Brand
Panelist: Corey LeBlanc, Chief Digital & Innovation Officer at Origin Bank
Panelist: Jeremy Balkin, Head of Innovation at HSBC
Panelist: Joshua Winstead, Chief Digital Office at TIAA Bank
Financial Branding & Behavioral Science: Crafting Your Strategy in Five Steps
Juniper Ballroom 1
Kai D. Wright, Author & Lecturer at Columbia University
The most important brand metric for any organization — from fintechs to 100-year old financial institutions — is how you make people feel.
Social Media Growth Strategies for Financial Marketers
Juniper Ballroom 2+3
Ekaterina Walter, Author, TedX Speaker & Social Media Evangelist
3:00 PM
Live Demos
Come learn how these new solutions and tools can help you execute your strategic plan and drive greater ROI.
Q2 SMART & Q2 Gro
Starvine 10
Ryan O’Shaughnessy, Director, Product Management at Q2
Lee Willis, Sr. Director, Product & Sales Engineer at Q2
Q2 SMART is an accurate targeting and messaging platform that helps financial marketers improve their marketing efforts by recommending the right products to the right users at the right time. Q2 Gro provides no-hassle, no-abandonment onboarding for the mobile-first customer. This demo will show you how to create a user journey that begins with a tailored, targeted Q2 SMART marketing offer for a product followed by a seamless digital onboarding experience through Q2 Gro.
TimeTrade Scheduler
Starvine 11
Matt Theodoros , Senior Manager, Solutions Architecture at TimeTrade
TimeTrade Scheduler is the most advanced appointment scheduling and in-location queue management platform in the world. See how Scheduler gives customers the ability to connect with your brand and your employees at the peak of their interest, engaging the right team member in the right location at the right time. See TimeTrade in action and discover how to solve the challenge of scheduling multiple locations, staff, and resources from one highly scalable and secure solution.
4:00 PM
Forum X
Two 28-minute high-level strategic presentations from wold-class speakers focused on helping attendees prepare themselves and their organization for the future. This is just like TEDx for financial institutions!
The New Rules of Marketing
Ironwood Ballroom
Omar Johnson, Former VP/Marketing of Apple & CMO of Beats by Dre
Building The Digital Bank of the Future
Ironwood Ballroom
Brett King, Futurist, bestselling author, global fintech superstar, and expert on disruption in banking at Moven
5:00 PM
Attendee Networking Reception
Marketplace Exhibit Hall
Come network with 2,500+ of your peers as you enjoy hot hors d’oeuvres and a hosted open bar until 6:30 pm.
7:00 AM
Registration Desk Open
7:30 AM
Networking Breakfast & Complimentary Espresso
Marketplace Exhibit Hall
Breakfast provided for all attendees. Enjoy a hearty breakfast and pick up complimentary espresso beverages. Menu includes hot dishes, fruits, cereals, fresh juices, and gluten free options.
7:30 AM
Power Breakfast Sessions
Enjoy a full breakfast buffet as some of the banking industry’s most experienced solutions providers share their insights in these sponsored sessions. These presentations are open to all attendees. Seating limited, and available on a first-come, first-serve basis.
In-Branch Messaging: What’s in YOUR Branch?
Starvine 1+2
Mitch Kane, Founder/Owner at Kane Graphical
Jonathan Kane, Founder/Owner at Kane Graphical
Miriam-Rose LeDuc, Sales & Project Management at Kane Graphical
Open for Business: How Open Banking is leveling the technology playing field
Starvine 3+4
Jason Henrichs – Moderator, CEO at Alloy Labs
Ralph Marcuccilli, Founder and CEO at Allied Payment Network
Cindy Bladow, Managing Director, West Region at Finastra
9:00 AM
Featured Keynote: Seth Godin
Ironwood Ballroom
As one of the most sought-after speakers on the planet, you can’t afford to miss Seth’s powerful keynote at the Forum 2020. He’ll explain how marketing today is broken, what you need to do to build a breakthrough brand, and how everyone — not just the CEO — can engage, lead and connect.
10:30 AM
Concurrent Breakout Sessions
Brand Identity Makeover
Ironwood Ballroom
Josh Streufert, Creative Director at Strum
Karen McGaughey, VP/Client Services at Strum
Client – Jennifer Topzand, Director of Marketing at Frontwave CU
Client – Randi Brooke, SVP/COO at Frontwave CU
Client – Wendy Rodriguez, Director/Branch Operations at Frontwave CU
Client – Todd Kem, CMO at Frontwave CU
Branch Experience & Design Makeover
Juniper Ballroom 1
Danielle Havlicek, Senior Creative Director at La Macchia
Tim Klatt, Director of Retail Strategies at La Macchia
Client – Stephen Johnson, Sales & Marketing Manager at IBMSECU
Client – David Lyons, Chief Administrative Officer at IBMSECU
Client – Nicole Heffelfinger, CMO at IBMSECU
11:30 AM
Lunch in the Exhibit Hall
Marketplace Exhibit Hall
A hearty meal with dessert and refreshments will be served for all attendees — no boxed lunches or cheap sandwiches. Gluten free options available.
11:30 AM
Lunch & Learn Sessions
Enjoy a plated three-course lunch as some of the banking industry’s most experienced solutions providers share their insights in these sponsored sessions. These presentations have limited seating, and are by invitation only. RSVP required.
Revolutionize Innovation in Your Institution
Starvine 3+4
Doug Brown, SVP and General Manager at NCR Digital Banking
The 3Ds of Digital UX
Starvine 6+7
Derek Barka, Chief Technology Officer at SilverTech
Amanda Rowe, Senior Vice President of Delivery at Pannos Marketing
1:00 PM
Concurrent Breakout Sessions
Banking Transformed: Leadership Strategies in Times of Digital Disruption
Ironwood Ballroom
Jim Marous, Co-Publisher at The Financial Brand
Innovative Digital Marketing Strategies for Acquisition, Growth & Retention
Juniper Ballroom 1
Lincoln Parks, Digital Marketing Expert & Banking Thought Leader
Gen Z, Millennials & The Future of Banking
Juniper Ballroom 2+3
Meredith Ferguson, Managing Director at DoSomething Strategic
Personalization Strategies in the Age of Creativity: From Marketing Communications to Branded Experiences
Juniper Ballroom 4
Elle Kross, Associate Director, Client Strategy at Movable Ink
1:00 PM
Live Demos
Come learn how these new solutions and tools can help you execute your strategic plan and drive greater ROI.
C2 by Bluespire
Starvine 10
Kim Tamble, SVP Sales Operations and Marketing at Bluespire
Tyler Dow, Interactive Project Manager at Bluespire
C2 is a SaaS martech scalable platform that integrates a content management system with a lead management system. C2 allows users to create, showcase, measure, track, manage and share KPIs in a single, easy-to-implement and easy-to-use solutions. See how C2 can help you link and track addressable traditional media and digital campaigns with attribution and performance. You’ll learn how to improve your marketing ROI by measuring and tracking results by cross-selling customized, targeted products.
Coconut Software
Starvine 11
Nathan Poellet, Senior Director of Product at Coconut Software
Coconut Software is an omnichannel customer engagement platform that allows financial customers to book meetings with advisors online, over the phone and in branch for the exact service they want at the time and location that works best for them. You’ll see how to bridge the gap between advisors and customers using real-time data collected during every phase of the customer journey, with detailed performance reports on traffic, channel usage and more shown on a simple dashboard.
2:00 PM
Concurrent Breakout Sessions
Expert Panel: The ROI of Social Media in Banking
Ironwood Ballroom
Moderator: Meredith Olmstead, Founder & CEO at FI Grow Solutions
Panelist: Saloni Janveja, Executive Marketing Director – Social Media & Marketing Innovation at Ally Financial
Panelist: Rebecca Mulligan Santos, Senior Lead – Social Media at Bank of West
Panelist: Craig Mauro, Social Media Specialist at Bethpage FCU
Panelist: Sara Reiner, Social Media & Content Strategist at BECU
Inside the Hearts & Minds of Consumers: Revolutionizing Your Service Experience Through Customer Centricity
Juniper Ballroom 1
Andrea Olson, Author, TedX Speaker & CEO at Pragmadik
The Financial Marketer’s Data Roadmap: The Blueprint for Building Better Relationships
Juniper Ballroom 2+3
Ron Shevlin, Director of Research at Cornerstone Advisors
Beyond the Sea of Sameness: Rethinking the Role of Brand in Financial Services Marketing
Juniper Ballroom 4
Mike O’Toole, President at PJA Advertising + Marketing
2:00 PM
Live Demos
Come learn how these new solutions and tools can help you execute your strategic plan and drive greater ROI.
The Agile Marketing Platform for Financial Institutions from Prisma Campaigns
Starvine 10
Felipe Gil, Co-Founder and CEO at Prisma Campaigns
This demo will show you how you can easily orchestrate omnichannel campaigns, reducing time to market and operational costs with a unique, agile marketing platform leverages existing customer data to deliver personalized messages through all digital channels — web, mobile, online banking, email, SMS and others. Learn how to implement digital customer journeys that increase revenues and improve conversion rates by personalizing communications at scale.
Close the Loop On Your End-to-End Experience by CUNA Mutual Group
Starvine 11
Ronny Chapman, President at Compliance Systems
Compliance Systems, a CUNA Mutual Group Company, offers state-of-the-art
data analytics and configurable document software. This innovative technology
transforms compliance and transaction management by streamlining processes
and driving efficiencies across business areas. Learn how these improvements
can help you re-engage with customers more quickly through their channel of
choice and enhance the experience you deliver.
3:00 PM
Concurrent Breakout Sessions
Expert Panel: CMO Panel: Strategic Marketing Challenges in The C-Suite
Ironwood Ballroom
Moderator: Joe Sullivan, CEO at Market Insights
Panelist: Becky Smith, CMO at SECU
Panelist: Elizabeth McLaughlin, AVP/Marketing at Affinity FCU
Panelist: Steven Miley, SVP/Strategic Marketing at Dime Community Bank
Panelist: Emily Abbas, SVP, Chief Marketing and Communications Officer at Bankers Trust
Transforming Financial Wellness Programs Into Revenue-Generating Business Strategies
Juniper Ballroom 1
Laura Barger, CMO at Financial Health Network
Building Data-Driven Financial Brands That Thrive in The Experience Economy
Juniper Ballroom 2+3
Betty Moon, Senior Principal/Financial Services Industry Executive Advisor at SAP
Digital Transformation Lessons Through the Eyes of a CEO
Juniper Ballroom 4
Joe Mirachi, CEO/President at Launch Federal Credit Union
3:00 PM
Live Demos
Come learn how these new solutions and tools can help you execute your strategic plan and drive greater ROI.
Episerver Experience & Data Management
Starvine 10
Richard Cockshott, Senior Account Executive at Episerver
Financial institutions want to deliver 1:1 experiences, but customers and regulators are increasingly limiting your ability to collect data. This demo will show you how to marry humanized online experiences with data regulation. Learn how financial services organizations are using Episerver and Extractable to manage that balance and bring value to customers without losing their trust.
eGain Sales Advisor™
Starvine 11
Evan Siegel, VP Financial Services AI at eGain
Tired of hiring, training, and firing sales reps? Worried about compliance? eGain Sales Advisor™ is the answer. This demo will show you how conversational AI can guide interactions while ensuring regulatory compliance and auditability. You’ll see a virtual assistant and coaching with a banker bot, powered by Natural Language Processing, Machine Learning, and AI reasoning in action
4:00 PM
Forum X
Two 28-minute high-level strategic presentations from wold-class speakers focused on helping attendees prepare themselves and their organization for the future. This is just like TEDx for financial institutions!
Unstoppable Cultures: Creating and Sustaining Organizations of Enduring Greatness
Ironwood Ballroom
Ginger Hardage, Former SVP of Culture & Communications at Southwest Airlines
Using Technology and Innovation to Disrupt Banking
Ironwood Ballroom
Jay Sidhu, Founder & CEO of BankMobile
5:00 PM
Attendee Networking Reception
Marketplace Exhibit Hall
Come network with 2,500+ of your peers as you enjoy hot hors d’oeuvres and a hosted open bar until 6:30 pm.
7:00 AM
Registration Desk Open
7:00 AM
Baggage Check
Check-in your bags with The Forum Concierge.
8:00 AM
Networking Breakfast & Complimentary Espresso
Marketplace Exhibit Hall
Breakfast provided for all attendees. Enjoy a hearty breakfast and pick up complimentary espresso beverages. Menu includes hot dishes, fruits, cereals, fresh juices, and gluten free options.
8:00 AM
Power Breakfast Sessions
Enjoy a full breakfast buffet as some of the banking industry’s most experienced solutions providers share their insights in these sponsored sessions. These presentations are open to all attendees. Seating limited, and available on a first-come, first-serve basis.
Creating Real Loyalty in Financial Services
Starvine 3+4
Christian Selchau-Hanson, CEO at Formation
9:30 AM
Featured Keynote: Jeremy Gutsche
Ironwood Ballroom
CEO of Trend Hunter, the world’s #1 most popular trend spotting firm, New York Times bestselling author, and one of the world’s leading authorities on innovation and change management. Jeremy will arm you with big picture takeaways and practical steps in a mind-blowing keynote that will show you how to adapt to the macroeconomic forces and major trends that are reshaping banking.
10:30 AM
7-in-7: Seven Stories, Seven Minutes
This exclusive “7-in-7” session features seven different financial institutions each with seven minutes to showcase one big branding story or marketing case study that generated real results and had a measurable impact on their bottom line.
1. How CX is Driving Strategy in the Digital Age
Katie Miller, Senior Vice President at Navy Federal Credit Union
2. How Artificial Intelligence is Revolutionizing Banking
Donna Bailey, VP of Operational Excellence at Wells Fargo
3. Banking on Women: A Growth Focused Business Segment
Liz Lancaster McIntye, VP/Director of Social Media at Renasant Bank
4. Leveraging Brand Identity to Forge Deeper Connections With Customers
Gina Proia, EVP/Chief Marketing & Communications Officer at CIT
5. How to Overcome Barriers With New Digital Marketing Initiatives
Scott Spjut, AVP/Digital Content at Fifth Third Bank
6. Relationship Banking Strategies for a Mobile-First World
Linda Duncombe, EVP Marketing & Product Strategy at City National Bank
7. Rebranding Blitz: Synchronizing a New Logo, Website & Ad Campaign
Erin Dady, CMO at Bremer Bank
11:30 AM
Lunch in the Exhibit Hall
Marketplace Exhibit Hall
A hearty meal with dessert and refreshments will be served for all attendees — no boxed lunches or cheap sandwiches. Gluten free options available.
11:30 AM
Lunch & Learn Sessions
Enjoy a plated three-course lunch as some of the banking industry’s most experienced solutions providers share their insights in these sponsored sessions. These presentations have limited seating, and are by invitation only. RSVP required.
From Results Reporting to Storytelling: The “So What” of Marketing Results
Starvine 1+2
Wendy Milks Coburn, Principal Consultant, Financial Services at Acxiom
Julie Kustoff, Principal Consultant, Financial Services at Acxiom
Data Is A Verb: How Retail Branch Insights Lead to Action
Starvine 3+4
Justin Kroop, VP Marketing at Level5
Fabio Biasella, SVP Chief Marketing Officer at Travis Credit Union
Andrea Pruna, SVP Chief Retail Officer at Northeast Credit Union
1:00 PM
Forum X
High-level strategic presentations from a wold-class speaker focused on helping attendees prepare themselves and their organization for the future. This is just like TEDx for financial institutions!
Forum X: Inspiring Creativity
Ironwood Ballroom
Matt Luhn, Former Lead Storyteller at Pixar Studios
2:00 PM
Closing Keynote: Martha Stewart
Ironwood Ballroom
An international branding superstar, media mogul, and best-selling author — an undeniable force in the business world, named as one of Forbes “100 Greatest Living Business Minds”. At the Forum 2020, Martha will share her secrets to building powerful, world-class brands, offering attendees her advice, insights and business knowledge accrued through her fabled career as one of the world’s most innovative entrepreneurs.
3:00 PM
Conference Concludes
Most attendees stay after the conference is over to network, have dinner and enjoy a night on the town. We recommend catching your flight home Thursday morning.
- SUN APRIL 26TH
-
12:00 PM
Registration Desk Open
Pick up your conference badge early, before lines get long.
5:00 PM
Opening Night Reception
Marketplace Exhibit Hall
Come network with 2,500+ of your peers as you enjoy hot hors d’oeuvres and a hosted open bar until 6:00 pm.
7:00 PM
Jay Leno
Don’t miss one of the world’s most famous comedy legends for this stand-up performance exclusively for Forum attendees.
- MON APRIL 27TH
-
7:00 AM
Registration Desk Open
Pick up your conference badge early, before lines get long.
7:30 AM
Networking Breakfast & Complimentary Espresso
Marketplace Exhibit Hall
Breakfast provided for all attendees. Enjoy a hearty breakfast and pick up complimentary espresso beverages. Menu includes hot dishes, fruits, cereals, fresh juices, and gluten free options.
9:00 AM
Opening Keynote: Steve Young and Jerry Rice
Ironwood Ballroom
The two former teammates will be reunited on the Forum 2020 main stage for a unique, candid, unmoderated conversation about “The Habits of Greatness”, as they share the secrets that fueled their success, the power of visualization, the principles of inspirational leadership, and how failure can drive you forward.
10:30 AM
Concurrent Breakout Sessions
Emerging Trends Transforming the Mobile Banking World
Ironwood Ballroom
Dave DeFazio, Partner at StrategyCorps
Keys to Brand Transformation in Banking: Differentiation, Authenticity & Relevance
Juniper Ballroom 1
Gina Bleedorn, Chief Experience Officer at Adrenaline
From Silos to Synergy: Creating an Integrated Omni-Channel Experience in Banking
Juniper Ballroom 2+3
Jouk Pleiter, CEO/Founder at Backbase
Data-Driven Banking for the Digital World
Juniper Ballroom 4
Don MacDonald, CMO at MX
11:30 AM
Lunch in the Exhibit Hall
Marketplace Exhibit Hall
A hearty meal with dessert and refreshments will be served for all attendees — no boxed lunches or cheap sandwiches. Gluten free options available.
11:30 AM
Lunch & Learn Sessions
Enjoy a plated three-course lunch as some of the banking industry’s most experienced solutions providers share their insights in these sponsored sessions. These presentations have limited seating, and are by invitation only. RSVP required.
EXACT Audience Targeting: 5 Principles for Understanding Your Audience & Reaching them Online
Starvine 3+4
Jordan Reynolds, Associate Director of Marketing at Mogo Interactive
1:00 PM
Concurrent Breakout Sessions
Digital Growth Marketing Strategies That Generate Maximum ROI
Ironwood Ballroom
James Robert Lay, CEO/Founder at Digital Growth Institute
Monetizing the Untapped Growth Potential in Your CX Strategy
Juniper Ballroom 1
Paul Berg, Senior Managing Consultant at Gallup
Building Financial Brands & Creating Emotional Connections in a Digital-First World
Juniper Ballroom 2+3
Dipanjan Chatterjee, VP & Principal Analyst/Financial Vertical at Forrester
Google Deciphered: Unlocking Search Engines & the Secrets of SEO
Juniper Ballroom 4
Michael Bertini, Director of Search Strategy at iQuanti
1:00 PM
Live Demos
Come learn how these new solutions and tools can help you execute your strategic plan and drive greater ROI.
Harvest – Goalkeeper
Starvine 10
Drew Sievers, CEO at Harvest
Goalkeeper is a simple API-powered, white label tool allowing your customers to save for anything and everything, making it easy for them to get into the habit of saving. In this demo, see how Harvest’s automated goals-based savings product helps you retain deposits that are being siphoned off by fintechs
Fiserv – Getting Personal with Digital Transformation
Starvine 11
Colin Murphy, Vice President, Product Marketing and Consumer Adoption, at FISERV
Anne High, Director, Advisory Services for Financial Institutions, at FISERV
Eric Smith, Head of Financial Institutions Sales, at FISERV
Learn how to create one-of-a-kind digital experiences that drive deeper consumer engagement and profitability to your institution. This demo will show you how to craft tailored, real-time messages using fast and secure communication channels. You’l also see how you can reach on-the-go consumers with new innovative technologies like biometric authentication and augmented reality.
2:00 PM
Concurrent Breakout Sessions
Retail Delivery Panel: Branches, Digital Channels & The Omni-Channel Experience
Ironwood Ballroom
Moderator: Jon Voorhees, Advisor at Peak Performance Consulting Group
Panelist: Cagn Suzer, Head of Retail at BBVA USA
Panelist: Jennifer Smith, VP, Director of Branch & ATM Distribution at Flagstar Bank
Panelist: Josephine Moran, EVP, Head of Retail Banking at Provident Bank
From Discovery to Purchase: Removing Friction in Financial Services
Juniper Ballroom 1
Deepanjan De, Head of Financial Services at Facebook
10 Strategies to Make Your Marketing Campaigns Immediately More Effective
Juniper Ballroom 2+3
Nancy Harhut, Co-founder and Chief Creative Officer at HBT Marketing
Mining for Gold: Turning Data Into Dollars
Juniper Ballroom 4
Dr. Sean Payant, Chief Consulting Officer at Haberfeld
2:00 PM
Live Demos
Come learn how these new solutions and tools can help you execute your strategic plan and drive greater ROI.
Yext’s Search Experience Cloud
Starvine 11
Shane Closser, Head of Industry, Financial Services at Yext
Yext’s Search Experience Cloud puts financial marketers in control of their facts online. See how you can steer traffice from across search engines, maps, apps, voice assistants and chatbots to brand verified answers on your own website. You’ll learn how conversational AI and technology are changing the customer journey, and how “intent marketing” will transform your marketing technology stack.
3:00 PM
Concurrent Breakout Sessions
Digital Transformation, Innovation & Technology Panel
Ironwood Ballroom
Moderator: Jim Marous, Co-Publisher at The Financial Brand
Panelist: Corey LeBlanc, Chief Digital & Innovation Officer at Origin Bank
Panelist: Jeremy Balkin, Head of Innovation at HSBC
Panelist: Joshua Winstead, Chief Digital Office at TIAA Bank
Financial Branding & Behavioral Science: Crafting Your Strategy in Five Steps
Juniper Ballroom 1
Kai D. Wright, Author & Lecturer at Columbia University
The most important brand metric for any organization — from fintechs to 100-year old financial institutions — is how you make people feel.
Social Media Growth Strategies for Financial Marketers
Juniper Ballroom 2+3
Ekaterina Walter, Author, TedX Speaker & Social Media Evangelist
3:00 PM
Live Demos
Come learn how these new solutions and tools can help you execute your strategic plan and drive greater ROI.
Q2 SMART & Q2 Gro
Starvine 10
Ryan O’Shaughnessy, Director, Product Management at Q2
Lee Willis, Sr. Director, Product & Sales Engineer at Q2
Q2 SMART is an accurate targeting and messaging platform that helps financial marketers improve their marketing efforts by recommending the right products to the right users at the right time. Q2 Gro provides no-hassle, no-abandonment onboarding for the mobile-first customer. This demo will show you how to create a user journey that begins with a tailored, targeted Q2 SMART marketing offer for a product followed by a seamless digital onboarding experience through Q2 Gro.
TimeTrade Scheduler
Starvine 11
Matt Theodoros , Senior Manager, Solutions Architecture at TimeTrade
TimeTrade Scheduler is the most advanced appointment scheduling and in-location queue management platform in the world. See how Scheduler gives customers the ability to connect with your brand and your employees at the peak of their interest, engaging the right team member in the right location at the right time. See TimeTrade in action and discover how to solve the challenge of scheduling multiple locations, staff, and resources from one highly scalable and secure solution.
4:00 PM
Forum X
Two 28-minute high-level strategic presentations from wold-class speakers focused on helping attendees prepare themselves and their organization for the future. This is just like TEDx for financial institutions!
The New Rules of Marketing
Ironwood Ballroom
Omar Johnson, Former VP/Marketing of Apple & CMO of Beats by Dre
Building The Digital Bank of the Future
Ironwood Ballroom
Brett King, Futurist, bestselling author, global fintech superstar, and expert on disruption in banking at Moven
5:00 PM
Attendee Networking Reception
Marketplace Exhibit Hall
Come network with 2,500+ of your peers as you enjoy hot hors d’oeuvres and a hosted open bar until 6:30 pm.
- TUE APRIL 28TH
-
7:00 AM
Registration Desk Open
7:30 AM
Networking Breakfast & Complimentary Espresso
Marketplace Exhibit Hall
Breakfast provided for all attendees. Enjoy a hearty breakfast and pick up complimentary espresso beverages. Menu includes hot dishes, fruits, cereals, fresh juices, and gluten free options.
7:30 AM
Power Breakfast Sessions
Enjoy a full breakfast buffet as some of the banking industry’s most experienced solutions providers share their insights in these sponsored sessions. These presentations are open to all attendees. Seating limited, and available on a first-come, first-serve basis.
In-Branch Messaging: What’s in YOUR Branch?
Starvine 1+2
Mitch Kane, Founder/Owner at Kane Graphical
Jonathan Kane, Founder/Owner at Kane Graphical
Miriam-Rose LeDuc, Sales & Project Management at Kane Graphical
Open for Business: How Open Banking is leveling the technology playing field
Starvine 3+4
Jason Henrichs – Moderator, CEO at Alloy Labs
Ralph Marcuccilli, Founder and CEO at Allied Payment Network
Cindy Bladow, Managing Director, West Region at Finastra
9:00 AM
Featured Keynote: Seth Godin
Ironwood Ballroom
As one of the most sought-after speakers on the planet, you can’t afford to miss Seth’s powerful keynote at the Forum 2020. He’ll explain how marketing today is broken, what you need to do to build a breakthrough brand, and how everyone — not just the CEO — can engage, lead and connect.
10:30 AM
Concurrent Breakout Sessions
Brand Identity Makeover
Ironwood Ballroom
Josh Streufert, Creative Director at Strum
Karen McGaughey, VP/Client Services at Strum
Client – Jennifer Topzand, Director of Marketing at Frontwave CU
Client – Randi Brooke, SVP/COO at Frontwave CU
Client – Wendy Rodriguez, Director/Branch Operations at Frontwave CU
Client – Todd Kem, CMO at Frontwave CU
Branch Experience & Design Makeover
Juniper Ballroom 1
Danielle Havlicek, Senior Creative Director at La Macchia
Tim Klatt, Director of Retail Strategies at La Macchia
Client – Stephen Johnson, Sales & Marketing Manager at IBMSECU
Client – David Lyons, Chief Administrative Officer at IBMSECU
Client – Nicole Heffelfinger, CMO at IBMSECU
11:30 AM
Lunch in the Exhibit Hall
Marketplace Exhibit Hall
A hearty meal with dessert and refreshments will be served for all attendees — no boxed lunches or cheap sandwiches. Gluten free options available.
11:30 AM
Lunch & Learn Sessions
Enjoy a plated three-course lunch as some of the banking industry’s most experienced solutions providers share their insights in these sponsored sessions. These presentations have limited seating, and are by invitation only. RSVP required.
Revolutionize Innovation in Your Institution
Starvine 3+4
Doug Brown, SVP and General Manager at NCR Digital Banking
The 3Ds of Digital UX
Starvine 6+7
Derek Barka, Chief Technology Officer at SilverTech
Amanda Rowe, Senior Vice President of Delivery at Pannos Marketing
1:00 PM
Concurrent Breakout Sessions
Banking Transformed: Leadership Strategies in Times of Digital Disruption
Ironwood Ballroom
Jim Marous, Co-Publisher at The Financial Brand
Innovative Digital Marketing Strategies for Acquisition, Growth & Retention
Juniper Ballroom 1
Lincoln Parks, Digital Marketing Expert & Banking Thought Leader
Gen Z, Millennials & The Future of Banking
Juniper Ballroom 2+3
Meredith Ferguson, Managing Director at DoSomething Strategic
Personalization Strategies in the Age of Creativity: From Marketing Communications to Branded Experiences
Juniper Ballroom 4
Elle Kross, Associate Director, Client Strategy at Movable Ink
1:00 PM
Live Demos
Come learn how these new solutions and tools can help you execute your strategic plan and drive greater ROI.
C2 by Bluespire
Starvine 10
Kim Tamble, SVP Sales Operations and Marketing at Bluespire
Tyler Dow, Interactive Project Manager at Bluespire
C2 is a SaaS martech scalable platform that integrates a content management system with a lead management system. C2 allows users to create, showcase, measure, track, manage and share KPIs in a single, easy-to-implement and easy-to-use solutions. See how C2 can help you link and track addressable traditional media and digital campaigns with attribution and performance. You’ll learn how to improve your marketing ROI by measuring and tracking results by cross-selling customized, targeted products.
Coconut Software
Starvine 11
Nathan Poellet, Senior Director of Product at Coconut Software
Coconut Software is an omnichannel customer engagement platform that allows financial customers to book meetings with advisors online, over the phone and in branch for the exact service they want at the time and location that works best for them. You’ll see how to bridge the gap between advisors and customers using real-time data collected during every phase of the customer journey, with detailed performance reports on traffic, channel usage and more shown on a simple dashboard.
2:00 PM
Concurrent Breakout Sessions
Expert Panel: The ROI of Social Media in Banking
Ironwood Ballroom
Moderator: Meredith Olmstead, Founder & CEO at FI Grow Solutions
Panelist: Saloni Janveja, Executive Marketing Director – Social Media & Marketing Innovation at Ally Financial
Panelist: Rebecca Mulligan Santos, Senior Lead – Social Media at Bank of West
Panelist: Craig Mauro, Social Media Specialist at Bethpage FCU
Panelist: Sara Reiner, Social Media & Content Strategist at BECU
Inside the Hearts & Minds of Consumers: Revolutionizing Your Service Experience Through Customer Centricity
Juniper Ballroom 1
Andrea Olson, Author, TedX Speaker & CEO at Pragmadik
The Financial Marketer’s Data Roadmap: The Blueprint for Building Better Relationships
Juniper Ballroom 2+3
Ron Shevlin, Director of Research at Cornerstone Advisors
Beyond the Sea of Sameness: Rethinking the Role of Brand in Financial Services Marketing
Juniper Ballroom 4
Mike O’Toole, President at PJA Advertising + Marketing
2:00 PM
Live Demos
Come learn how these new solutions and tools can help you execute your strategic plan and drive greater ROI.
The Agile Marketing Platform for Financial Institutions from Prisma Campaigns
Starvine 10
Felipe Gil, Co-Founder and CEO at Prisma Campaigns
This demo will show you how you can easily orchestrate omnichannel campaigns, reducing time to market and operational costs with a unique, agile marketing platform leverages existing customer data to deliver personalized messages through all digital channels — web, mobile, online banking, email, SMS and others. Learn how to implement digital customer journeys that increase revenues and improve conversion rates by personalizing communications at scale.
Close the Loop On Your End-to-End Experience by CUNA Mutual Group
Starvine 11
Ronny Chapman, President at Compliance Systems
Compliance Systems, a CUNA Mutual Group Company, offers state-of-the-art
data analytics and configurable document software. This innovative technology
transforms compliance and transaction management by streamlining processes
and driving efficiencies across business areas. Learn how these improvements
can help you re-engage with customers more quickly through their channel of
choice and enhance the experience you deliver.3:00 PM
Concurrent Breakout Sessions
Expert Panel: CMO Panel: Strategic Marketing Challenges in The C-Suite
Ironwood Ballroom
Moderator: Joe Sullivan, CEO at Market Insights
Panelist: Becky Smith, CMO at SECU
Panelist: Elizabeth McLaughlin, AVP/Marketing at Affinity FCU
Panelist: Steven Miley, SVP/Strategic Marketing at Dime Community Bank
Panelist: Emily Abbas, SVP, Chief Marketing and Communications Officer at Bankers Trust
Transforming Financial Wellness Programs Into Revenue-Generating Business Strategies
Juniper Ballroom 1
Laura Barger, CMO at Financial Health Network
Building Data-Driven Financial Brands That Thrive in The Experience Economy
Juniper Ballroom 2+3
Betty Moon, Senior Principal/Financial Services Industry Executive Advisor at SAP
Digital Transformation Lessons Through the Eyes of a CEO
Juniper Ballroom 4
Joe Mirachi, CEO/President at Launch Federal Credit Union
3:00 PM
Live Demos
Come learn how these new solutions and tools can help you execute your strategic plan and drive greater ROI.
Episerver Experience & Data Management
Starvine 10
Richard Cockshott, Senior Account Executive at Episerver
Financial institutions want to deliver 1:1 experiences, but customers and regulators are increasingly limiting your ability to collect data. This demo will show you how to marry humanized online experiences with data regulation. Learn how financial services organizations are using Episerver and Extractable to manage that balance and bring value to customers without losing their trust.
eGain Sales Advisor™
Starvine 11
Evan Siegel, VP Financial Services AI at eGain
Tired of hiring, training, and firing sales reps? Worried about compliance? eGain Sales Advisor™ is the answer. This demo will show you how conversational AI can guide interactions while ensuring regulatory compliance and auditability. You’ll see a virtual assistant and coaching with a banker bot, powered by Natural Language Processing, Machine Learning, and AI reasoning in action
4:00 PM
Forum X
Two 28-minute high-level strategic presentations from wold-class speakers focused on helping attendees prepare themselves and their organization for the future. This is just like TEDx for financial institutions!
Unstoppable Cultures: Creating and Sustaining Organizations of Enduring Greatness
Ironwood Ballroom
Ginger Hardage, Former SVP of Culture & Communications at Southwest Airlines
Using Technology and Innovation to Disrupt Banking
Ironwood Ballroom
Jay Sidhu, Founder & CEO of BankMobile
5:00 PM
Attendee Networking Reception
Marketplace Exhibit Hall
Come network with 2,500+ of your peers as you enjoy hot hors d’oeuvres and a hosted open bar until 6:30 pm.
- WED APRIL 29TH
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7:00 AM
Registration Desk Open
7:00 AM
Baggage Check
Check-in your bags with The Forum Concierge.
8:00 AM
Networking Breakfast & Complimentary Espresso
Marketplace Exhibit Hall
Breakfast provided for all attendees. Enjoy a hearty breakfast and pick up complimentary espresso beverages. Menu includes hot dishes, fruits, cereals, fresh juices, and gluten free options.
8:00 AM
Power Breakfast Sessions
Enjoy a full breakfast buffet as some of the banking industry’s most experienced solutions providers share their insights in these sponsored sessions. These presentations are open to all attendees. Seating limited, and available on a first-come, first-serve basis.
Creating Real Loyalty in Financial Services
Starvine 3+4
Christian Selchau-Hanson, CEO at Formation
9:30 AM
Featured Keynote: Jeremy Gutsche
Ironwood Ballroom
CEO of Trend Hunter, the world’s #1 most popular trend spotting firm, New York Times bestselling author, and one of the world’s leading authorities on innovation and change management. Jeremy will arm you with big picture takeaways and practical steps in a mind-blowing keynote that will show you how to adapt to the macroeconomic forces and major trends that are reshaping banking.
10:30 AM
7-in-7: Seven Stories, Seven Minutes
This exclusive “7-in-7” session features seven different financial institutions each with seven minutes to showcase one big branding story or marketing case study that generated real results and had a measurable impact on their bottom line.
1. How CX is Driving Strategy in the Digital Age
Katie Miller, Senior Vice President at Navy Federal Credit Union
2. How Artificial Intelligence is Revolutionizing Banking
Donna Bailey, VP of Operational Excellence at Wells Fargo
3. Banking on Women: A Growth Focused Business Segment
Liz Lancaster McIntye, VP/Director of Social Media at Renasant Bank
4. Leveraging Brand Identity to Forge Deeper Connections With Customers
Gina Proia, EVP/Chief Marketing & Communications Officer at CIT
5. How to Overcome Barriers With New Digital Marketing Initiatives
Scott Spjut, AVP/Digital Content at Fifth Third Bank
6. Relationship Banking Strategies for a Mobile-First World
Linda Duncombe, EVP Marketing & Product Strategy at City National Bank
7. Rebranding Blitz: Synchronizing a New Logo, Website & Ad Campaign
Erin Dady, CMO at Bremer Bank
11:30 AM
Lunch in the Exhibit Hall
Marketplace Exhibit Hall
A hearty meal with dessert and refreshments will be served for all attendees — no boxed lunches or cheap sandwiches. Gluten free options available.
11:30 AM
Lunch & Learn Sessions
Enjoy a plated three-course lunch as some of the banking industry’s most experienced solutions providers share their insights in these sponsored sessions. These presentations have limited seating, and are by invitation only. RSVP required.
From Results Reporting to Storytelling: The “So What” of Marketing Results
Starvine 1+2
Wendy Milks Coburn, Principal Consultant, Financial Services at Acxiom
Julie Kustoff, Principal Consultant, Financial Services at Acxiom
Data Is A Verb: How Retail Branch Insights Lead to Action
Starvine 3+4
Justin Kroop, VP Marketing at Level5
Fabio Biasella, SVP Chief Marketing Officer at Travis Credit Union
Andrea Pruna, SVP Chief Retail Officer at Northeast Credit Union
1:00 PM
Forum X
High-level strategic presentations from a wold-class speaker focused on helping attendees prepare themselves and their organization for the future. This is just like TEDx for financial institutions!
Forum X: Inspiring Creativity
Ironwood Ballroom
Matt Luhn, Former Lead Storyteller at Pixar Studios
2:00 PM
Closing Keynote: Martha Stewart
Ironwood Ballroom
An international branding superstar, media mogul, and best-selling author — an undeniable force in the business world, named as one of Forbes “100 Greatest Living Business Minds”. At the Forum 2020, Martha will share her secrets to building powerful, world-class brands, offering attendees her advice, insights and business knowledge accrued through her fabled career as one of the world’s most innovative entrepreneurs.
3:00 PM
Conference Concludes
Most attendees stay after the conference is over to network, have dinner and enjoy a night on the town. We recommend catching your flight home Thursday morning.