Forum 2020 Schedule

APRIL

27-29

26

APRIL

This interactive agenda breaks down every minute of The Financial Brand Forum so you can see what’s happening and when. Download the PDF, print it out and bring it with you.

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.

Download PDF Now

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.

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

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.

Salesforce Financial Services Cloud & Marketing Cloud

Starvine 10

Matthew Cameron, Senior Industry Product Marketing Manager, Financial Services at Salesforce

See how Salesforce Financial Services Cloud empowers banks and credit unions to move faster on their digital transformation journeys with a single view of the customer, connected data and business processes, and executive-level visibility into activities and performance. You’ll also see how Marketing Cloud helps banking providers create personalized, omnichannel journeys across channels, and use advanced analytics to optimize performance and maximize marketing 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.

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.

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.

Simplicity by CUNA Mutual Group

Starvine 11

Kevin Polinsky, Managing Director of Financial Institution Sales at CUNA Mutual Group

Simplicity by Compliance Systems is a compliance content configuration and management solution allowing institutions to easily configure the language used to describe policy decisions and product definitions to ensure consistency. See how Compliance Systems affords unparalelled flexibiltiy, allowing users to modify their configuration, settings and document content based on their own business needs.

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.

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. Automating Onboarding to Amplify Growth & Magnify ROI

Steven Page, VP/IT, Marketing & Digital Banking at SafeAmerica Credit Union

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.

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.

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

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.

Salesforce Financial Services Cloud & Marketing Cloud

Starvine 10

Matthew Cameron, Senior Industry Product Marketing Manager, Financial Services at Salesforce

See how Salesforce Financial Services Cloud empowers banks and credit unions to move faster on their digital transformation journeys with a single view of the customer, connected data and business processes, and executive-level visibility into activities and performance. You’ll also see how Marketing Cloud helps banking providers create personalized, omnichannel journeys across channels, and use advanced analytics to optimize performance and maximize marketing 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.

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.

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.

Simplicity by CUNA Mutual Group

Starvine 11

Kevin Polinsky, Managing Director of Financial Institution Sales at CUNA Mutual Group

Simplicity by Compliance Systems is a compliance content configuration and management solution allowing institutions to easily configure the language used to describe policy decisions and product definitions to ensure consistency. See how Compliance Systems affords unparalelled flexibiltiy, allowing users to modify their configuration, settings and document content based on their own business needs.

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

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.

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. Automating Onboarding to Amplify Growth & Magnify ROI

Steven Page, VP/IT, Marketing & Digital Banking at SafeAmerica Credit Union

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.

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.

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