Finastra Universe CommunityFinastra Universe Community

Finastra Universe – Community Markets

September 30 - October 2, 2019 – Chicago

Finastra Universe is a conference that brings together senior executives from banks and credit unions to discuss Fintech, the future of financial services and the increasing need for financial institutions to transform their businesses to become more agile, innovative, resilient and customer-focused. Finastra Universe is designed to help banks and credit unions address the challenges posed by an increasingly dynamic market, offering expert insight into the latest developments in technology and process efficiency. This two-day event blends together trends analysis and regional experts to explore the growing impact of technology on the banking sector and the challenges facing financial institutions as they become strategically focused, technologically adept and operationally agile organizations.

The theme for this event is Collaborate to Innovate, focusing on the new shape of disruption: how academia, Fintech, software and financial institutions are collaborating as one, to design the future of banking. More than 300 senior professionals from U.S. financial institutions will join us to learn more about the future of digital, open banking, Artificial Intelligence (AI), real-time payments, banking as a platform, and more.

Finastra Universe Community Markets

 


Why Attend Finastra Universe?

  • Develop your competitive strategy by exploring the long- and short-term trends shaping the future of technology for the financial industry
  • Gain insight into the latest technologies in banking and learn how they will impact you, your competition, and your accountholders
  • Explore how to build new internal efficiencies and improve customer and member experience with sessions dedicated to AI, data, and automation
  • Network with your peers, building new connections with the technological pioneers and leaders

What to Expect

375+ Senior Delegates, 20+ Press and Analyts, 30+ Speakers

Event Location

Palmer House
Palmer House
Palmer House

Palmer House
17 East Monroe Street
Chicago, Illinois
60603
Map


Agenda

Finastra Universe - Community Markets Agenda

Download the agenda for this event with information about sessions and speakers.


September 30, 2019

TIMESESSION

12:00 pm

Registration Opens

1:00 – 5:00 pm

Community Engagement Activities

Activities include stuffing backpacks with school supplies and a visit to an after-school program for an Hour of Code with the children.

Honore Room, Hilton Palmer House

4:00 – 6:00 pm

Chicago Fintech Meetup *By Invitation Only*

6:00 – 8:00 pm

Welcome Reception

Empire Ballroom, Hilton Palmer House

 

October 1, 2019

Grand Ballroom, Hilton Palmer House

TIMESESSION

7:30 – 8:40 am

Breakfast

8:40 – 8:50 am

Welcome to Finastra Universe

Johanna Pugh, VP, Global Services Sales, Finastra
Arno Castanet, Director, Marketing, Finastra

8:50 – 9:10 am

The Virtuous Cycle of Community Markets

Mike Dionne, SVP, Community Markets, Finastra

9:10 – 9:40 am

Putting Innovation into the Hands of Community Banks and Credit Unions

Eric Duffaut, President, Finastra

9:40 – 10:10 am

Platform Reality: Transforming with Agility and Speed
- The forces of change in financial services
- An ecosystem for collaboration
- New models of opportunity with Platform

Eli Rosner, Chief Product & Technology Officer, Finastra

10:10 – 10:40 am

Networking and Refreshment Break | Sponsor Expo

10:40 – 11:15 am

The Bank of the Future [Panel]

- What will the bank of the future look like?
- What key challenges to overcome in order to get there?
- How can banks and credit unions better collaborate with FinTechs?

Mike Meadows, Director, UX Engineering, Finastra
Martin Hearing, Chief Marketing Officer, Finastra
Tony Surma, Chief Architect, Microsoft
Gregg Hammerman, CEO, Larky
Sondra McCorquodale, Chief Digital Officer, Southern Bank
Lucy Donaldson, VP, Digital Innovation, Canvas Credit Union

11:15 – 11:35 am

Digital Banking Anywhere
- The need for "now" (real-time money movement, faster innovation, etc.)
- Engaging the community through digital
- Tailoring experiences for specific needs

Allan Brown, General Manager, Digital, Finastra
Cindy Bladow, Managing Director, Finastra

11:35 am – 12:00 pm

Digital Banking of the Future [Panel]
- Explore emerging trends (real-time, open banking, new innovations)
- Using Digital to build long-term relationships
- What is the new normal?

Caitlin O'Connor, Solution Marketing Lead, Finastra
Allan Brown, General Manager, Finastra
Kelli Schultz, President, Allied Payment Network
Tom Shen, FinTech Advisor
Todd Purcell, SVP, Digital Banking, Marketing and Experience, Webster Bank

12:00 – 12:20 pm

Retail Banking: The Tech Culture Within
- Technology and the employee experience
- How functionalities like workflows fit into the employee productivity
- How will the banker of tomorrow think, act and use technology?

Troy Land, General Manager, Retail, Finastra
Mike Hatch, Managing Director, Finastra

12:20 – 12:45 pm

The Banker of Tomorrow [Panel]
- What are students learning?
- What innovation is coming out and could be the next trend?
- How are they differentiating from what is done now?

Michele Yurcich, Solution Marketing Lead, Finastra
Troy Land, General Manager, Retail, Finastra
Mike Hatch, Managing Director, Finastra
Sam Kilmer, Senior Director, Cornerstone Advisors
Bob Dye, Retail Banking Section Leader, Graduate School of Banking at the University of Wisconsin

12:45 – 2:00 pm

Networking and Lunch Break | Sponsor Expo

2:00 – 2:20 pm

Mortgage: Winning with a Home Field Advantage
- Borrowers are looking for a blend of local values and digital access
- Community engagement practices to reinforce brand and mortgage position
- Future of digital mortgage

Steve Hoke, General Manager, Mortgage, Finastra
Dan Putney, Managing Director, Finastra

2:20 – 2:45 pm

Mortgage: Winning with a Home Field Advantage [Panel]
- What kind of digital interactions are borrowers most requesting?
- What community relationships are the most important for building a brand as a home lender?
- How will new mortgage lending technologies strengthen business strategies?

Brandi Meredith, Solution Marketing Lead, Finastra
Dan Putney, Managing Director, Finastra
Kathy Klahn, SVP, Real Estate Manager, Clinton National Bank
David Lykken, Founder and Chief Transformational Officer, Transformational Mortgage Solutions
Glenn Fitzgerald, Sales Director, Factual Data

2:45 – 3:05 pm

Lending and Compliance: What’s Next
- Trends on digital vs traditional commercial lending
- Compliance pitfalls of digital lending
- Upcoming regulatory impacts

Mitch Lucas, General Manager, Consumer Lending & Compliance, Finastra
Jill Lockwood, Director, Finastra

3:05 – 3:30 pm

Lending and Compliance: What’s Next [Panel]
- How do you see clients responding to digital trends?
- How have digital capabilities challenged compliance teams?
- How do regulatory changes effect borrowers?

Brandi Meredith, Solution Marketing Lead, Finastra
Jill Lockwood, Director, Finastra
Mitch Lucas, General Manager, Consumer Lending & Compliance, Finastra
Jeff Grobaski, CEO, Epic River
Bryan Wilken, COO/ CIO, Bank Midwest

3:30 – 4:00 pm

Networking and Refreshment Break | Sponsor Expo

4:00 – 4:45 pm

Appathon Showcase: The Grand Final

Nicola Young, Solution Marketing Lead, Finastra

JUDGES:
- Jeanette Kescenovitz, Senior Director, Finastra
- Mark Nelson, EVP, CIO/ COO, Horicon Bank
- Scott Ramon, CTO, nbkc
- David Unsworth, Partner, Information Venture Partners

4:45 – 5:30 pm

Keynote Session: The Fast Follower Fallacy

Is your strategy to be a fast follower, drafting on investments made by larger or more innovative firms? Innovation is a muscle that is built over time, not a strategy or product that can be copied. Organizational agility, innovation as a core operating principle and nimble architecture cannot be acquired overnight. Find out more about the forces reshaping financial services and the steps that needs to be taken today to keep up in the future.

Jason Henrichs, Managing Director, Fintech Forge

5:30 – 7:30 pm

Finastra Universe Cocktail Reception

Red Lacquer Room, Hilton Palmer House

 

October 2, 2019

Grand Ballroom, Hilton Palmer House

TIMESESSION

7:30 – 8:30 am

Breakfast

8:30 – 8:40 am

Welcome Back

Johanna Pugh, VP, Global Services Sales, Finastra
Arno Castanet, Director, Marketing, Finastra

8:40 – 9:10 am

Our Vision for Community Markets

Vincent Pugliese, SVP, Product Management, Finastra
Mike Dionne, SVP, Community Markets, Finastra

9:10 – 9:40 am

What the Market Says [Panel]
- Ideas for winning against the big banks
- Building a culture that makes a difference
- Becoming a leader by engaging in technology opportunities early

Debbie Bianucci, President and CEO, BAI
Carla Bienz, President and CEO, Partners First Credit Union
Mark Nelson, EVP, CIO/ COO, Horicon Bank
Sam Bitar, VP, Business Systems, Webster5 Bank
Mike Dionne, SVP, Community Markets, Finastra

9:40 – 10:00 am

Networking and Refreshment Break | Sponsor Expo

10:00 – 10:30 am

Smart Innovation – Collaborate to Innovate
- Platformification in Community Markets
- Exploring the platform approach for greater collaboration
- A look at real-world customer use-cases

John Weinkowitz, Head of Strategy, Community Markets, Finastra
Donna Simpson, Chief Operating Officer, CertifiedFed
Kelli Schultz, President, Allied Payment Network
Vincent Pugliese, GM, Community Markets, Finastra

10:30 – 11:00 am

The Rise of Data, AI and ML [Keynote]
- What are Big Data, Artificial Intelligence (AI) and Machine Learning (ML)?
- How you should think of them?
- What does success with them look like?

Tony Surma, Chief Architect, Microsoft

11:00 – 11:10 am

Room Change

11:10 am – 11:50 am

Open Forum

 Room 1 | Salon 1Room 2 | Salon 2Room 3 | Salon 3Room 4 | Salon 6Room 5 | Salon 5
11:10 – 11:50 amReal Time vs Real Life: Changing Payment DynamicsElevation of the UserCore vs. Digital: The Open Banking SmackdownCECL: Why Lending Will Never be the SameOpen Platform 101 - with Active.AI [Interview]
11:50 – 11:55 amRoom Change

11:55 am – 12:35 pm

Open Forum

11:55 am – 12:35 pmReal Time vs Real Life: Changing Payment Dynamics [Repeat]Elevation of the User [Repeat]Core vs. Digital: The Open Banking Smackdown [Repeat]CECL: Why Lending Will Never be the Same [Repeat]Open Platform 101 - with Monotto [Interview]

12:35 – 1:45 pm

Networking and Lunch Break | Sponsor Expo

1:45 – 2:35 pm

Open Forum

 Room 1 | Salon 1Room 2 | Salon 2Room 3 | Salon 3Room 4 | Salon 6Room 5 | Salon 5
1:45 – 2:25 pmStress-free ComplianceMaking Cents of Big DataSuccessfully Converting Business BankingRiding the Digital WaveOpen Platform 101 - with RoamHR [Interview]
2:25 – 2:30 pmRoom Change
2:30 – 3:10 pmStress-free Compliance [Repeat]Making Cents of Big Data [Repeat]Successfully Converting Business Banking [Repeat]Riding the Digital Wave [Repeat]Open Platform 101 - with Allied Payment Services [Interview]

 

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Thank you to our Finastra Universe – Community Markets Sponsors.