Agenda
AGENDA
TUESDAY, APRIL 24, 2012
10:00 am Registration Opens
11:00 am Behind the Scenes at Barlow Research
This forum for market research professionals discusses what’s going on behind the scenes at Barlow Research. Learn more about the current and newly released product offerings, get a first look at the research and technologies that are on the horizon, and participate in an open forum to discuss how Barlow Research can help you achieve your research initiatives in 2012 and beyond. (Optional attendance - Space limited)
12:00 pm Networking Luncheon and Exhibitor Hall Opens
1:00 pm Welcome to Atlanta and Conference Overview
Ray Johns, Barlow Research
1:15 pm Trendspotting: Four Forces Changing Business Banking Through 2020
John Barlow, Barlow Research
2:00 pm The Bank Customer of the Future
CeCe Morken, Senior Vice President and General Manager, Intuit Financial Services
2:45 pm Break
3:15 pm Networking Discussion Tables (Choose one of the following topics)
• Small Business Banking: Linda O’Connell, Barlow Research
Brian Burke, Senior Director of Small Business Strategy, Capital One Bank
Nadilee Russell, Director of Treasury Management, East West Bank
Ravi Subbaraya, SVP Head of Business Banking Product Management, TD Bank
• Middle Market Banking: Ray Johns, Barlow Research
Julie Menendez, SVP Director of Sales and Strategy, Commercial Enterprise Banking, RBS Citizens
David Pearce, SVP Commercial and Middle Market Segment Leader, Fifth Third Bank
Kamal Rajan, SVP & Head of Market Analytics & Strategy, Wells Fargo
• Business Internet Banking: Donna Arce, Barlow Research
Rob Berini, Director, Technology Strategy and Architecture, Deloitte Consulting, LLP
Patty Brewer, Product Manager, Intuit Financial Services
Rodney Nilson, Director of Product Management, Bottomline Technologies
Jeff Parker, SVP Small Business Segment, U.S. Bancorp
4:30 pm Innovation Showcase
New this year, we are offering you the chance to see a rapid fire product demo of five opportunities for your bank to help build stronger customer relations and improve fee income.
Bill.com; MineralTree; Capital Access Network, Inc.; Lattice Engines; BCSG
5:15 pm Wine and Hors D’oeuvres Reception
Enjoy networking with old friends and new colleagues from across the country and get first hand access to leading partners and companies participating in the Innovation Showcase.
7:00 pm Evening Free
WEDNESDAY, APRIL 25, 2012
7:30 am Continental Breakfast
8:00 am Discussion Tables (Choose one of the following topics)
• Technology Management: The Expanding Digital Experience
Richard Weeks, SVP Internet Services Group, Wells Fargo
• Rethinking the Role of the Branch in Serving Small Business Owners
Martie Woods, VP and Chief Experience Officer, Deluxe Corporation
• Treasury Management: Less Checks But Hardly Checkless
Jeffrey Pape, SVP Corporate Payment Systems, U.S. Bank
• Finding borrowers in the "New" world while facing pressures on NIM, marketing, credit risk and regulatory reporting
John O'Connor, Partner, Praxis Advisors, LLC
• Improving the Customer Credit Experience
Gary Harrell, Managing Director, Automated Financial Systems
Joel Hill, Managing Director, Automated Financial Systems
9:30 am Learn from the Past to Predict the Future in Business Banking
Bill Holt, EVP Business Banking, SunTrust
10:15 am Break
10:30 am The Most Innovative New Products of 2012: Monarch Awards Presentation
Nick Miller, President, Clarity Advantage
10:45 am The Future of Payments - 2020
Jay Singer, Group Head U.S. Commercial Products, MasterCard Worldwide
11:30 am Who is Investing in FinTech/Payments?
Mark Johnson, Partner, TTV Capital
12:15 pm Conference Wrap Up and Thank You
Ray Johns, Barlow Research - Learn the winner of the Best in Show Innovation Showcase
12:30 pm Conference Adjourned
