SCHEDULE AT A GLANCE

January 16, 2020

5:30 p.m. – 8:30 p.m.
New Leaders Awards

January 17, 2020

9:00 a.m
Concurrent Seminars
10:15 a.m.
Concurrent Seminars
11:30 a.m.
Concurrent Seminars
Noon
Complimentary Buffet Lunch
Noon
CEO Luncheon (by invitation)
1:00 p.m.
Visit the Vendors
1:30 p.m.
Concurrent Seminars
2:30 p.m.
Raffle
2:45 p.m.
Exhibit Hall Closes

January 16, 2020

4 p.m. – 5 p.m.

REGISTRATION OPEN

5:30 pm – 8:00 pm

NEW LEADERS AWARDS RECEPTION & GALA

Join us as we once more recognize the banking industry’s up-and-coming stars. Sponsored by Wolf & Co., this year’s soiree gets a new home at the exciting Mohegan Sun Cabaret. Click here to purchase seats for this separately-ticketed event.


January 17, 2020

7:30 a.m.

Registration

8:00 a.m.

EXHIBIT HALL OPENS

8:00 a.m. – 10:00 a.m.

SBA LENDERS FORUM

We welcome the U.S. Small Business Administration as it presents an update and forum for banks and credit unions working to improve access to capital to our region’s growing small business economy.
NARRAGANSETT ROOM (Upper Level)

8:00 a.m. – 8:45 a.m.

ARE YOU FLATTERING THE COMPETITION? QUIT IMITATING, START DIFFERENTIATING

With branch costs rising and foot traffic falling, the banking industry is facing some tough realities: The traditional bank branch just wasn’t designed for the modern, digitally enabled consumer—yet bankers are hard-pressed to pry the allure of physical branches out of those same consumers’ hearts and minds. Today’s branch transformation efforts should be focused on clearly identifying what its consumers want, what they’re ready for, and how their needs can best be satisfied on a branch-by-branch basis. Rather than reacting to the changing environment by rushing to buy the technology their competitor just implemented (and regretting it), banks must work proactively to better understand their unique customer base. Yes, the world’s largest ATM maker wants bankers to think customer-first, not technology-first—because in the connected commerce future, technology should exist to enable more personalized, seamless and intuitive experiences. In this session, we’ll discuss why it’s so critical for banks to:

  • First, analyze their current situation (customers, branch operations, market dynamics),
  • Then define the ideal customer journeys they want to provide,
  • And lastly, develop a roadmap that prioritizes the steps required to drive customer adoption of new technology solutions.

Presented by Simon Powley, Senior Consultant, Global Advisory Services, Diebold Nixdorf.
MEETING ROOM 1

IMPLEMENTING AN SD-WAN SYSTEM

Learn how to provide a Business-First, Self-Driving Network for today’s forward thinking enterprises. Banks require always-on access to applications with secure and reliable connectivity over the Wide-Area Network and the Internet. Business driven SD-WAN technology offers the promise of both while offering the possibility of significant savings in telecommunications costs.

Presented by Scott Stanney of Silver Peak.
MEETING ROOM 2

8:45 a.m. – 9:30 a.m.

PEOPLE FIRST! CREATING CYBERSECURITY CULTURE

Defense-in-Depth is a bedrock cybersecurity concept that refers to the layers of security controls required to mitigate cybersecurity risk to an acceptable level. Though this concept is intended to integrate the many seemingly disparate control layers, it is almost always compartmentalized in practice, due in part to outdated thinking. Here’s a radical concept: IT Departments do not own security, and neither do IT systems. Cybersecurity is an organization-wide function that must have top-down business integration to ensure bottom-up participation.

How do we meet the challenge? Cybersecurity Culture is our concept at Sage Data Security that unifies the many layers of defense and updates the way we need to think about controls to relate them directly to the culture of an organization. Attendees at this session will learn how to unify the many components of a well-conceived and managed cybersecurity program that will reduce risk and create a safer environment in which to fulfill the objectives of a sound business strategy. Presented by John H. Rogers, CISSP; Director of Advisory Services, Sage Data Security.
MEETING ROOM 2

FIRST LOOK: WHAT ARE YOUR BANKING BENCHMARKS?

Bruce Paul, CEO of Customer Experience Solutions, will present an exclusive first look at the latest Banking Benchmarks. Senior leaders will see the very latest household and business results before any individual subscriber or the press. This is an excellent opportunity to network with your peers while getting access to actionable, informative data that could impact your strategy for 2020 and beyond. During this exclusive sneak peek presentation, you will learn:

  • How many customers will switch banks in 2020
  • Why they are leaving their current bank
  • What they are looking for in a new bank
  • Who is poised to win market share and who is poised to lose
    MEETING ROOM 1

 

9:30 a.m. – 10:15 a.m.

FINTECH DISRUPTION OF THE CORE IT OBSTRUCTION

Fintech will disrupt every aspect of banking IT in the next 5 years but nobody is giving banks a plan on how to find, assess, procure and implement friendly fintech alternatives. Even worse, few are talking about the market obstruction being executed by the major Core IT suppliers and how this could blow up an institutions’ efforts in executing an innovation and digital transformation plan. Join Aaron Silva, president and CEO of Paladin fs, and Alex Lopatine, managing director of Fintech Advantage, for this timely and provocative session.
MEETING ROOM 1

10:15 a.m. – 11:15 a.m.

BREAK WITH EXHIBITORS

11:15 a.m. – Noon

THE ANATOMY OF A SOCIAL ENGINEERING ATTACK

According to some studies, over ninety percent (90%) of data breaches involve some element of social engineering. Fortunately, there are many ways to improve your organization’s ability to detect and respond to social engineering attempts. This session will examine the anatomy of a social engineering attack and demonstrate how your organization can improve its ability to protect, detect, and respond to these threats. Presented by Nathaniel C. Gravel, Vice President of Information Security and Technology, Michael Kannan, Senior Security Consultant, GraVoc Associates, Inc. and Brian Brunelle, Senior Security Consultant, GraVoc Associates, Inc.
MEETING ROOM 2

12:00 p.m. – 1:00 p.m.

BUFFET LUNCH INSIDE EXHIBIT HALL
INVITATION ONLY: CEO/CFO LUNCHEON

James Chessen, the Executive Vice President and Chief Economist of the American Bankers Association will be our keynote speaker for this event. In this capacity, Mr. Chessen oversees four departments: Economic Policy and Research which monitors the financial performance and condition of the banking industry as well as studying legislative and regulatory issues; the Benchmarking and Survey Research Group which conducts primary research and comprehensive survey reports to meet members’ information needs; the Center for Payments and Cybersecurity which works to influence policy on payments, cybersecurity and emerging technologies that support the delivery of high-quality, secure payments services; and the International Monetary Conference Secretariat which annually brings together CEOs from 62 global banks and 26 countries.
MEETING ROOM 1

1:00 p.m. – 1:45 p.m.

WHY YOU SHOULD AUDIT YOUR CULTURE — AND HOW TO GET STARTED

As we have seen from many high profile gaffes, an institution’s culture can have a surprising effect on the profitability and reputation of the organization overall. Culture is a combination of many things and as such, you must approach it holistically so that a focus on one thing doesn’t blind you to others. In this compelling presentation on an emerging area of concern, we’ll dig into what it means to “audit your culture” and areas you should be focusing on. Attendees will learn:

  • The critical components you must be included in any culture audit program
  • What controls you need so you don’t incentivize the wrong behaviors
  • How to incorporate the concept into your Enterprise Risk Management program
  • How to quantify what you’re doing and connect it to the bottom line

Presented by Meredith Piotti, CPA and principal of Wolf & Co.
MEETING ROOM 1

1:45 p.m. – 2:30 p.m.

THREATS AND OPPORTUNITIES: NAVIGATING THE FINTECH EVOLUTION

An update of key trends in FinTech with a focus on how community banks can benefit from valuable innovation while adapting to threats from emerging competition. Presented by Kyle Charette, AVP, Business Development at COCC.
MEETING ROOM 2

DON’T GAMBLE WITH CYBERSECURITY

Come and join the discussion with Cybersecurity Industry Leaders: Michael Brown- Rear Admiral United States Navy (Ret.), Brad Kirlin- SVP & CTO at Fidelity Bank; and Ramesh Natarajan- VP of Engineering, CyGlass Inc., as they share insight regarding some of security’s most pressing challenges, examine current trends, and provide valuable resources to help you get off on the right foot in 2020!
MEETING ROOM 1

 

2:30 p.m. – 3:00 p.m.

LAST CHANCE WITH EXHIBITORS
RAFFLE PRIZES ANNOUNCED
CONFERENCE CLOSES