What’s happening at
The Financial Brand Forum
April 15-17, 2019
WHAT NIGHTS SHOULD YOU STAY?
To get the most out of your Forum 2019 experience, we recommend you book your stay at Caesars Palace Hotel & Resort starting the night of Sunday, April 14th so that you don’t miss the opening keynote address on Monday. We also recommend you book your stay through Wednesday night, checking out Thursday, April 18th.
ABOUT THIS YEAR’S SESSIONS
You can attend any breakout session you like. You do not need to sign up in advance. Get a Gold Pass and you can watch video recordings of all keynotes and breakout sessions whenever you like. You don’t have to worry about missing anything — watch the sessions again when you get back to the office.
APRIL 14TH
9:00 am to 5:00 pm
Exhibitor Move-In
Sponsors and exhibitors should arrive early to start setting up their booths in time for the reception Attendee Welcome Reception Sunday evening.
Octavius Ballroom on the Promenade South level.
12:00 pm to 7:00 pm
Forum 2019 Registration & Info Desk Open
Attendees should plan to arrive Sunday, and check in at the Forum 2019 Registration Desk to pick up their conference pass.
Milano Ballroom foyer on the Promenade Level.
5:30 pm to 7:00 pm
Attendee Welcome Reception
Come network with 2,000+ of your peers in the Forum 2019 Exhibit Hall. Enjoy hot hors d’oeuvres and a hosted open bar until 7:00 pm.
Octavius Ballroom on the Promenade South level.
APRIL 15TH
7:00 am to 7:00 pm
Forum 2019 Registration & Info Desk Open
Stop by and pick up your conference pass at the Registration Desk if you didn’t do so Sunday evening. The registration desk will remain open throughout the day until 7:00 pm.
Milano Ballroom foyer on the Promenade Level.
7:30 am to 9:00 am
Networking Breakfast & Complimentary Espresso
Enjoy a hearty breakfast and pick up complimentary espresso beverages. Menu includes hot dishes, fruits, cereals, fresh juices, and gluten free options.
Octavius Ballroom on the main conference level.
9:00 am to 10:15 am
Opening Keynote Speaker – Gary Vaynerchuk
Don’t miss Gary Vaynerchuk, global marketing expert, social media rockstar, serial entrepreneur, and one of the most sought-after public speakers alive today. Gary will tell you how financial marketers must completely rethink their strategy in a world where everything has moved online. The insights Gary shares with you will reshape your marketing strategy for years to come.
Main stage in the Julius Ballroom down the escalators.
10:30 am to 11:30 am
Live Demos – Interactive Innovations: Improving Engagement and Communications
Come see two new tools in action, and how these solutions can help you deliver and manage an improved experience with consumers.
Mobile Video Banking from POPi/o
Speaker: Mike Mares, Sales Director at POPi/o
See exciting advancements in video banking that allow institutions to extend their reach well beyond the walls of a branch, while delivering face-to-face experiences their consumers will love and grow their bottom line.
Marketing Operations Software For Creative Compliance
Speaker: Todd Eckler, General Manager of US Sales at Intelligence Bank
Learn how to automate workflows and achieve personalization in your marketing campaigns with a platform that optimizes the management of brand assets and accelerates approvals while adhering to today’s high standards for compliance.
Forum 2019 Demo Theater in Neopolitan 1+2 on the main conference level.
10:30 am to 11:30 am
Concurrent Breakout Sessions
13 Surprising New Ways to Make Your Acquisition Marketing Campaigns Deliver More
Speaker: Nancy Harhut, Behavioral Scientist and Chief Creative Officer at Harhut & Associates
Location: Down the escalators on the main stage in the Julius Ballroom
Reinventing Retail Financial Products to Beat the Megabanks
Speaker: Ron Shevlin, Director of Research at Cornerstone Advisors
Location: Milano Ballroom on the main conference level
The CX Revolution & The New Rules of Digital Marketing
Speaker: Christopher Lester, President of C4ward Strategies
Location: Milano Ballroom (Rooms 3+4) on the main conference level
Cultivating Smart Data to Enrich Relationships: Leveraging Next-Generation MCIF Platforms
Speaker: Ben Stangland, President and COO at Strum
Location: Milano Ballroom (Rooms 7+8) on the main conference level
Incorporating Simple Digital Strategies for Robust, Integrated Marketing Campaigns
Speaker: Deidra Colvin, CMO at Baker Hill
Location: Neopolitan (Rooms 3+4) on the main conference level
11:30 am to 1:00 pm
Lunch in the 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.
Octavius Ballroom on the main conference level.
11:45 am to 12:45 pm
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.
What To Do About Your Embarrassing Branches
Speaker: Kevin W. Poirot, SVP Branded Environments at PWCampbell
Location: Julius Ballroom (Rooms 1+3) down the escalators near the main stage
Financial Services Websites: “Pretty” Isn’t Enough
Speaker: James W. Pannos, President at Pannos
Speaker: Amanda Rowe, SVP at Pannos
Location: Julius Ballroom (Rooms 5+6) down the escalators near the main stage
How to Connect What You Collect: Empowering Omnichannel MarTech to Solve for Customer Engagement Across Multiple Channels
Speaker: Kimberly Munsell, Lead Channel Manager, Industry Specialist – Finance, AT&T
Location: Julius Ballroom (Rooms 7+9) down the escalators near the main stage
The Three I’s of Financial Marketing: Integration, Intelligence & Innovation
Speaker: Matthew Cameron, Sr. Industry Product Marketing Manager/Financial Services at Salesforce
Speaker: Brad Walters, Senior Product Marketing at Salesforce Speaker: Lisa Nicholas, President of Digital Banking Services, a subsidiary of Credit Union of Texas
Location: Julius Ballroom (Rooms 14+16) down the escalators near the main stage
1:00 pm to 2:00 pm
Concurrent Breakout Sessions
Transforming Relationships Into Revenue: A Roadmap for Financial Executives
Speaker: Barbara Sanfilippo, Co-Founder of High Definition Banking®
Location: Down the escalators on the main stage in the Julius Ballroom
Advanced Digital Strategies: Maximizing Marketing ROI With Automated Campaigns & Data-Driven Personalization
Speaker: Jonathan Rowe, CMO at nCino
Location: Milano Ballroom on the main conference level
The Financial Marketer’s Guide to Crafting Killer Social Media Strategies
Speaker: Claudia Sandino, Social Media Director at Alibaba Group
Location: Milano Ballroom (Rooms 3+4) on the main conference level
Data is Currency: Empower Your Marketing By Improving People’s Financial Lives
Speaker: Jane Barratt, Chief Advocacy Officer at MX
Location: Milano Ballroom (Rooms 7+8) on the main conference level
Maximizing Marketing Automation Tools to Accelerate Growth in Banking
Speaker: Pete Stackpole, Founder of Stackpole
Location: Neopolitan (Rooms 3+4) on the main conference level
1:00 pm to 2:00 pm
Live Demos – Deposit & Relationship Growth Tools
Come learn how these new solutions and tools can help you execute your strategic plan and drive greater ROI.
Emerging Deposit Wars: Building a Winning Strategy
Speaker: Anne High, Advisory Services for Financial Institutions at Fiserv
Financial institutions are challenged with defining appropriate deposit growth strategies in this ever increasing competitive environment. Join us as we identify the needs of rate-sensitive customers and touch on product, pricing and marketing strategies that can help to achieve deposit growth goals.
Growth Through Digital Dialogue
Speaker: Megan Gluvna, Channel Marketing Manager, ePayments at Fiserv
Speaker: James Lubeck, Director of Client Solutions Consulting at Fiserv
Learn proven strategies to drive digital adoption and increased engagement by leveraging AI, predictive analytics, data insights, and targeted marketing campaigns.
Forum 2019 Demo Theater in Neopolitan 1+2 on the main conference level.
2:00 pm to 3:00 pm
Concurrent Breakout Sessions
Solving The ROI Riddle: How Financial Marketers Quantify Results and Communicate Value to Key Stakeholders
Speaker: Lance Senoyuit, Senior Principal/Industry Value Engineering Banking Industry at SAP
Location: Down the escalators on the main stage in the Julius Ballroom
Google & Big Data Disruption: Secrets of Search & SEO for Financial Marketers
Speaker: Wil Reynolds, Founder & Director of Digital Strategy at Seer Interactive
Location: Milano Ballroom on the main conference level
Retooling Your Organization and Evolving Your Culture Around CX Strategies That Drive Growth
Speaker: Deborah Mersino, Chief Marketing & Experience Officer at OCCU
Location: Milano Ballroom (Rooms 3+4) on the main conference level
People First: The Key to Maintaining Branch Relevance in a Digital World
Speaker: Dena Roten, Managing Director of Retail Banking at Citi
Location: Milano Ballroom (Rooms 7+8) on the main conference level
Cracking The Code on Consumer Psychology & Behavioral Science: Applications for Financial Marketing & Digital UX
Speaker: Mark Cliffe, Global Head of Research at ING Group
Location: Neopolitan (Rooms 3+4) on the main conference level
2:00 pm to 3:00 pm
Live Demos – CRM Growth Hacking
Come see how new tools and solutions from two of the banking industry’s most respected firms can help you execute your strategic plan and drive greater ROI.
Turning Anonymous Visitors Into Valuable Relationships
Speaker: Matt Drengler, VP, Business Development at Claritas
Learn how to unlock the profiles of the consumers visiting your website and branch locations by matching CRM data with one of the largest identity graphs in market, and see how one institution was able to link the conversion path for credit card applications between online and offline multi-channel campaigns.
How to Double Your Growth Without Additional Spending
Speaker: Joe Salesky, CEO at CRMNext
Learn how to help your team maximize the service experience and convert more leads. With the right tools, you can simplify and automate your approach to sales, ensuring there are no more dropped referrals.
Forum 2019 Demo Theater in Neopolitan 1+2 on the main conference level.
3:00 pm to 4:00 pm
Concurrent Breakout Sessions
The Fintech Effect: How Digital Innovators Are Disrupting Banking
Speaker: Dave DeFazio, Partner at StrategyCorps
Location: Down the escalators on the main stage in the Julius Ballroom
The Art & Science of Human Persuasion: The New Rules of Customer Engagement in a Data-Driven World
Speaker: Matt Oczkowski, President at Data Propria
Location: Milano Ballroom on the main conference level
Forum 2019 Branch Experience Makeover – Live on Stage!
Makeover Consultant: Adrenaline
Makeover Participant: United Bank ($19 billion in assets, 142 branches, based in Fairfax, VA)
Location: Milano Ballroom (Rooms 3+4) on the main conference level
The 4 Pillars of Successful Multi-Channel Branding Campaigns
Speaker: Lily Harder, VP of Research at Mintel
Location: Milano Ballroom (Rooms 7+8) on the main conference level
3:00 pm to 4:00 pm
Live Demos – CRM Journeys & Marketing Automation Tools
Come see how new tools and solutions from two of the banking industry’s most respected firms can help you execute your strategic plan and drive greater ROI.
How to Maximize Your Team’s Performance for Real Growth
Speaker: David Acevedo, SVP and National Sales Director at 360 View
Learn how CRM combined with marketing automation and analytics will help your team target marketing campaigns that acquire new business, cross-sell, personalize service, improve sales, and turbocharge your profitability.
Unify Financial Services with Elevated Digital Experiences
Speaker: Matthew Cameron, Senior Industry Product Marketing Manager/Financial Services at Salesforce
Learn how the Salesforce Customer Success Platform helps banking providers unify experiences across digital and traditional channels. See how technologies such as data management platforms (DMPs), chatbots, open APIs and real-time interaction management (RTIM) can power 1:1 marketing journeys.
Forum 2019 Demo Theater in Neopolitan 1+2 on the main conference level.
4:00 pm to 5:00 pm
Forum X: Strategic Leadership
Three 18-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!
1. Lessons from Google: Engaging Our Innate Creativity
Abigail Posner, Head of Strategy at Google’s Brand Unit
2. Lessons from Disney U: Building an Enduring Brand
Doug Lipp, Former Head of Training at Disney
3. Lessons from Kodak: From Yellow to Red
Jeffrey Hayzlett, Former CMO of Kodak
Main stage in the Julius Ballroom down the escalators.
5:00 pm to 6:30 pm
Attendee Networking Reception
Come network with 2,000+ of your peers in the Forum 2019 Exhibit Hall. Enjoy hot hors d’oeuvres and a hosted open bar until 6:30 pm.
Octavius Ballroom on the main conference level.
APRIL 16TH
7:00 am to 7:00 pm
Forum 2019 Registration & Info Desk Open
The registration desk will remain open throughout the day until 7:00 pm.
Milano Ballroom foyer on the Promenade Level.
7:30 am to 9:00 am
Networking Breakfast & Complimentary Espresso
Enjoy a hearty breakfast and pick up complimentary espresso beverages. Menu includes hot dishes, fruits, cereals, fresh juices, and gluten free options.
Octavius Ballroom on the main conference level.
7:30 am to 8:30 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.
The ‘Crawl, Walk, Run’ Approach to Website Personalization
Speaker: Jeff McPherson, Chief Digital Officer at Silvertech
Speaker: Derek Barka, Chief Technology Officer at Silvertech
Location: Julius Ballroom (Rooms 1+3) down the escalators near the main stage
Beyond the Status Quo: Q2’s Approach to Providing a Comprehensive Financial Experience
Speaker: Jonathan Price, SVP of Corporate & Business Development at Q2
Location: Julius Ballroom (Rooms 5+6) down the escalators near the main stage
High-Impact, Affordable In-Branch Messaging & Branding
Speaker: Mitch Kane, CEO & Founder of Kane
Location: Julius Ballroom (Rooms 7+9) down the escalators near the main stage
Breaking Through in Branches: How an Intelligent Live Appointment Strategy Is Delivering Bottom-Line Results
Speaker: Alex Cornelius, Vice President of Retail Strategy at Lake Michigan Credit Union
Speaker: Cimarron Buser, SVP Business Development at TimeTrade
Location: Julius Ballroom (Rooms 14+16) down the escalators near the main stage
9:00 am to 10:15 am
Forum University
Learn from the most respected and notable marketing professors on the planet at Forum University. Renowned lecturers from the most prestigious universities in the world teach marketers the strategies they need to grow, thrive and succeed in the digital age.
Main stage in the Julius Ballroom down the escalators.
Marketing In The Age Of Disruption
Rohit Bhargava, Professor of Global Marketing at Georgetown University
This eye-opening session will reveal how consumer behavior and their preferences have completely changed, and the trends that have totally transformed the modern marketing landscape.
Breakthrough Innovators: How to Change The World
Melissa Schilling, Professor of Strategy & Innovation at New York University
Discover the traits and qualities that have driven history’s most influential innovators to make spectacular breakthroughs. Learn the science behind creativity and what it takes to persist long after others would have given up.
10:30 am to 11:30 am
Concurrent Breakout Sessions
Digital Natives: Winning the Next Generation of Financial Consumers
Speaker: Jeff Fromm, President at FutureCast
Location: Down the escalators on the main stage in the Julius Ballroom
How to Maximize Content Marketing for Exponential Loan and Deposit Growth
Speaker: James Robert Lay, Founder/CEO of Digital Growth Institute
Location: Milano Ballroom on the main conference level
Forum 2019 Brand Experience Makeover – Live on Stage!
Makeover Consultant: LaMacchia Group
Makeover Participant: Affinity FCU ($3.4 billion in assets, 170,860 members, 21 branches, based in Basking Ridge, NJ)
Location: Milano Ballroom (Rooms 3+4) on the main conference level
Successful Social Media Marketing Strategies That Supercharge Engagement
Speaker: Alexandra Gekas, VP/Marketing Engagement at Callahan & Associates
Location: Milano Ballroom (Rooms 7+8) on the main conference level
The Two D’s of Financial Marketing: Data & Digital (Peer-to-Peer Networking Round Table)
Hosted By: Mills Marketing
Location: Neopolitan (Rooms 3+4) on the main conference level
10:30 am to 11:30 am
Live Demos – Data Analytics & AI Tools
Come see how new data analytics tools and AI solutions from two of the banking industry’s most respected firms can help you execute your strategic plan and drive greater ROI.
How Algorithms, AI & Big Data are Reshaping Marketing Strategy
Speaker: Lee Allen, Director BI Software Platform at Strum
Learn how a next-generation cloud-based analytics platform can seamlessly link and visualize your client relationships, products, branches, and profit sources in ways that accelerate growth, increase profitable loan generation, and improve marketing ROI.
Finalytics.ai: Automated Comparative and Competitive Data Analysis for the Digital Experience
Speaker: Mark Ryan, Chief Analytics Officer at Extractable
Learn how Finalytics enables digital leaders to deploy artificial intelligence automation strategies that optimize online account origination and improve performance in real time.
Forum 2019 Demo Theater in Neopolitan 1+2 on the main conference level.
11:30 am to 1:00 pm
Lunch in the 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.
Octavius Ballroom on the main conference level.
11:45 am to 12:45 pm
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.
The Path to Superior Customer Experience and Business Results
Speaker: Dennison DeGregor, Worldwide General Manager, CX at RedPoint Global
Location: Julius Ballroom (Rooms 1+3) down the escalators near the main stage
Maximize Your Data: How Affinity FCU Drives Membership Through Data-Driven Marketing
Speaker: Danielle Johnson, COO at Mogo Interactive
Speaker: Shannon Skopak, Senior Marketing Manager at Affinity FCU
Location: Julius Ballroom (Rooms 5+6) down the escalators near the main stage
Brand Experience Through the Branch Changes Everything
Speaker: Anthony Burnett, Customer Experience Director, Level5
Location: Julius Ballroom (Rooms 7+9) down the escalators near the main stage
Millennials and Homebuying: Understanding, Informing and Engaging
Speaker: Ken Burns, EVP Sales & Business Development at Intuvo
Location: Julius Ballroom (Rooms 14+16) down the escalators near the main stage
1:00 pm to 2:00 pm
Concurrent Breakout Sessions
Personalization With a Human Touch: Strategies to Build a Powerful Cross-Selling & Onboarding Program in Banking
Speaker: Paula Tompkins, Founder and CEO at ChannelNet
Location: Down the escalators on the main stage in the Julius Ballroom
Building Banking Relationships By Humanizing Digital Experiences With AI
Speaker: Michele Elrod, EVP/Head of Marketing at Regions Bank
Location: Milano Ballroom on the main conference level
Forum 2019 Website Makeover – Live on Stage!
Makeover Consultant: Uncommn
Makeover Participant: AOD Federal Credit Union ($300 million in assets, 33,854 members, 6 branches, based in Oxford, AL)
Location: Milano Ballroom (Rooms 3+4) on the main conference level
Banking in an Omni-Channel World: Integrating Social Media and Retail Channels
Speaker: Kaitlin Cwieka, AVP/Social Media and Brand Communications Manager at Avidia Bank
Location: Milano Ballroom (Rooms 7+8) on the main conference level
Intelligent Personalization for Virtual and In-Branch Customer Journeys (Peer-to-Peer Networking Round Table)
Hosted By: AT&T
Location: Neopolitan (Rooms 3+4) on the main conference level
1:00 pm to 2:00 pm
Live Demos – Cross-Selling & Onboarding Tech Tools
Come see how new tools and solutions from two of the banking industry’s most respected firms can help you execute your strategic plan and drive greater ROI.
Driving Growth Through Data Driven Personalization
Speaker: Stephen Bohanon, Founder, Chief Strategy & Sales Officer at Alkami
Learn how to deliver marketing offers with more impact and generate more cross-selling opportunities by leveraging and aggregating key customer data points for intelligent content delivery.
Fusion Digital Front Office: Take Business to Your Accountholders
Speaker: Karen Jenkins, Senior Product Manager at Finastra
Fusion Digital Front Office is a revolutionary way for financial institutions to take banking to accountholders. An untethered solution for managing account origination, sales and service, and transaction processing from a tablet, see how Fusion Digital Front Office delivers a simple, unified approach to servicing consumers from any remote location.
Forum 2019 Demo Theater in Neopolitan 1+2 on the main conference level.
2:00 pm to 3:00 pm
Concurrent Breakout Sessions
Engineering the Right CX Strategy for Today’s Digital-Centric and Branch-Centric Consumers
Speaker: Joe Wheeler, Senior Director/Mid-Size Bank Practice Lead at J.D. Power
Location: Down the escalators on the main stage in the Julius Ballroom
Listening to the Voice of the Customer: Turning Social Media Insights Into Digital Gold
Speaker: Troy Janisch, VP/Director of Social Intelligence at U.S. Bank
Location: Milano Ballroom on the main conference level
AI and Machine Learning in Banking: Practical Applications for Financial Marketers
Speaker: Brian Knollenberg, VP, Member Insights and Strategy at BECU
Location: Milano Ballroom (Rooms 3+4) on the main conference level
The Personalization Imperative: Financial Marketers Must Grow Relationships at Scale or Perish
Speaker: Alyson Clarke, Principal Analyst at Forrester Research
Location: Milano Ballroom (Rooms 7+8) on the main conference level
Human Intelligence and the New Onboarding Experience (Peer-to-Peer Networking Round Table)
Hosted By: Kony DBX
Location: Neopolitan 3+4 on the main conference level
2:00 pm to 3:00 pm
Live Demos – Data + Digital Transformation Tools
Come see how new tools and solutions from two of the banking industry’s most respected firms can help you execute your strategic plan and drive greater ROI.
Increase Automation and Personalization by Contextualizing Your Data
Speaker: Nate Shahan, Co-founder of Segmint
Learn how to derive actionable customer insights from your core data in this live demo of Segmint’s data analytics and marketing automation platform. See how you can easily pinpoint the competitors your customers are using for different products and services, and how to identify opportunities to increase product utilization.
The Digital Maturity Challenge: Are You in Control?
Speaker: Shane Closser, General Manager of Financial Services at Yext
Learn how to benchmark your digital maturity with best-in-class examples and expand your digital delivery strategy to encompass chat, voice and social channels. Explore how conversational AI can change the way you interact with consumers and see how leading banking providers are leveraging market research and AI analytics to outpace competitors.
Forum 2019 Demo Theater in Neopolitan 1+2 on the main conference level.
3:00 pm to 4:00 pm
Concurrent Breakout Sessions
Digital Banking 2025: The Four Strategic Pillars for Success
Speaker: Jouk Pleiter, CEO and Co-Founder of Backbase
Location: Down the escalators on the main stage in the Julius Ballroom
Always Be Onboarding: Strategies to Delight and Engage New Accountholders Beginning On Day 1
Speaker: Tricia Hrotko, Regional Executive at Digital Onboarding
Location: Milano Ballroom on the main conference level
Unleashing Robotic Automation: Strategies for Growth & Profitability in Banking
Speaker: Chris Nichols, Chief Strategy Officer at CenterState Bank
Location: Milano Ballroom (Rooms 3+4) on the main conference level
Crushing Goals & Fueling Growth With Inbound Marketing
Speaker: Meredith Olmstead, CEO and Founder of FI Grow
Location: Milano Ballroom (Rooms 7+8) on the main conference level
How Financial Marketers Can Maximize the Value of CRM Systems (Peer-to-Peer Networking Round Table)
Hosted By: Doxim
Location: Neopolitan (Rooms 3+4) on the main conference level
3:00 pm to 4:00 pm
Live Demos – Turnkey Marketing Programs
Come see how new tools and solutions from two of the banking industry’s most respected firms can help you execute your strategic plan and drive greater ROI.
Multi-Channel Marketing Solutions That Generate 2-5x Typical ROI and Performance
Speaker: Keith Brannan, Chief Marketing Officer at Kasasa
See how data science combined with technology can identify consumers up to 3x more likely to become account holders and anticipates their needs based on changes in their behavior. Learn how to run multi-channel marketing programs that drive 2-5x the results of single-channel programs.
Next-Generation Rewards: How Buzz Points is Revolutionizing Rewards for Financial Institutions
Speaker: Stuart Cook, CTO at Buzz Points
See how a next-generation rewards platform combined with highly-effective, data-backed incentives utilizes contextualized, relevant communications to create real-time “in-the-moment” interactions. Learn how institutions can truly differentiate themselves while reinforcing relationships and fostering genuine loyalty.
Forum 2019 Demo Theater in Neopolitan 1+2 on the main conference level.
4:00 pm to 5:00 pm
Forum X: Lessons From The C-Suite
C-level executives from three of the most respected and progressive financial institutions on the planet share their marketing insights and secrets to accelerating growth. These 18-minute high-level strategic presentations are just like TEDx speeches — by those who have been in your shoes!
1. Risk and Reward: Why Personality Matters For Banking Brands
Jim Reuter, CEO of FirstBank
2. Disruptive Marketing: Balancing the Head with the Heart
Andrea Brimmer, CMO at Ally Financial
3. Branching Out: Win Customers by Losing The Channel Mindset
Rilla Delorier, EVP/Chief Strategy Officer at Umpqua Bank
Main stage in the Julius Ballroom down the escalators.
5:00 pm to 6:30 pm
Attendee Networking Reception
Come network with 2,000+ of your peers in the Forum 2019 Exhibit Hall. Enjoy hot hors d’oeuvres and a hosted open bar until 6:30 pm.
APRIL 17TH
7:00 am to 4:00 pm
Forum 2019 Registration & Info Desk Open
The registration desk will remain open throughout the day until 4:00 pm.
Milano Ballroom foyer on the Promenade Level.
7:00 am to 4:00 pm
Luggage Storage
If you’re checking out Wednesday, you can bring your luggage to the Forum 2019 luggage drop-off station located in the Turin meeting room on the Promenade level near the Forum 2019 registration desk. Store your luggage free until 4:00 pm, but please leave a tip for the attendant (who works for the hotel bell desk).
Milano Ballroom foyer on the Promenade Level.
7:30 am to 9:00 am
Networking Breakfast & Complimentary Espresso
Enjoy a hearty breakfast and pick up complimentary espresso beverages. Menu includes hot dishes, fruits, cereals, fresh juices, and gluten free options.
Octavius Ballroom on the main conference level.
7:30 am to 8:30 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.
Personalize the Customer Experience
Speaker: Joe Welu, Founder and CEO of Total Expert
Location: Julius Ballroom (Rooms 1+3) down the escalators near the main stage
Personalized Service in a Microwave World
Speaker: John Weinkowitz, Director of Product Management & Channels at Finastra
Location: Julius Ballroom (Rooms 5+6) down the escalators near the main stage
Service & Technology for True Digital Transformation
Speaker: Dana Kawas, Director of Consulting and Strategy at Aavri
Location: Julius Ballroom (Rooms 7+9) down the escalators near the main stage
9:00 am to 10:00 am
Featured Keynote Speaker – Jason Silva
Jason Silva is a futurist, storyteller, behavioral scientist and host of the TV show Brain Games. A self-professed wonderjunkie, Jason will put the massive shifts affecting the banking industry in context and look at the big picture, giving you an enthralling vision of what’s next.
Main stage in the Julius Ballroom down the escalators.
10:00 am to 11:30 am
Trends and Technologies Disrupting the Future of Financial Marketing
Jim Marous, Co-Publisher of The Financial Brand and CEO of the Digital Banking Report, will reveal findings from his 8th annual financial marketing trends report — live on stage. Buckle up as Jim runs through all the key trends shaping financial marketing strategies and investments today — where marketing is today, where it’s going, who’s doing what and spending more — with insights on marketing budgets, channels, tools, and technologies.
Main stage in the Julius Ballroom down the escalators.
11:30 am to 1:00 pm
Lunch in the 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.
Octavius Ballroom on the main conference level.
11:45 am to 12:45 pm
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.
Driving Growth By Using Advanced Analytics To Successfully Find And Acquire Underbanked Consumers
Speaker: Solomon Semere, Senior Director, Credit Risk and Marketing, LexisNexis
Location: Julius Ballroom (Rooms 1+3) down the escalators near the main stage
Personalization Promise: Delivering Value with Real-Time Personalized Financial Education
Speakers: Bria Barker Lee, Director of Financial Education at EVERFI and Jonathan Hanson, Director of Product Marketing at Community First Credit Union
Location: Julius Ballroom (Rooms 5+6) down the escalators near the main stage
1:00 pm to 2:00 pm
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. Building America’s First Online Community Bank
Ellie Reineck, President of IncredibleBank
2. Engaging Consumers With Compelling Content
John Oxford, CMO of Renasant Bank
3. Turning Negative Reviews Into Positive Outcomes
Bradley Blue, Online Marketing & Social Media Manager at Logix FCU
4. Two Banks, One Brand: 100 Years In the Making
Dan Marks, CMO of Hancock Whitney
5. The Grand Strategy: Social Media Results From Brand Ambassadors
Natalie Bartholomew, VP/Chief Administrative Officer at Grand Savings Bank
6. The Power of Internal Culture in Your Brand’s Strategy
Steve Ducey, CXO at Vibrant Credit Union
7. Building Community Awareness with #PayItForward
Lynne Jarman Johnson, CMO at Consumers Credit Union
Main stage in the Julius Ballroom down the escalators.
2:00 pm to 3:00 pm
Closing Celebrity Keynote Speaker – Barbara Corcoran
Co-Host of Shark Tank and international branding expert Barbara Corcoran is considered one of the most successful entrepreneurs in the United States. As the Forum 2019’s distinguished closing keynote speaker, Barbara will tell you how you can amplify your image and make your brand feel much bigger than reality, revealing the secrets of building breakthrough brands she’s learned in her fabled career, as she shares her advice, insights and personal anecdotes along the way.
Main stage in the Julius Ballroom down the escalators.