Neha Aggarwal has been in the Digital industry for over a decade and currently serves as General Manager of Digital Transformation for Birlasoft. In this role, she works with various Fortune 500 clients redefining their customer experience strategies, powered with the right innovation levers for an integrated omni-channel approach which includes Design thinking, conversational UI, AI based Personalisation, AR/VR and Automation led Operational efficiency. Her goal is to improve customer acquisition, growth and retention for her clients, using a customer experience-led approach backed by the right competency creation and delivery assurance. She holds a Master’s degree in Business Administration and is a certified Digital Marketing expert.

Andrea Boone is an Executive Director in EY’s Financial Services Organization Digital Advisory practice. She has 15+ years of consulting and agency experience leading complex technology-driven and digital transformation initiatives across a variety of industries including financial services, retail, B2B technology, publishing, and healthcare. Andrea is passionate about digital and the ways in which digital technologies have inspired innovation and change in almost every aspect of modern life. She holds a Master’s Degree from the School of International and Public Affairs and a Bachelor of Arts from the University of North Carolina at Chapel Hill.

Eric Byunn founded Centana Growth in 2015 and is one of its Partners. Before founding Centana Growth, Eric spent over 20 years in growth equity and technology. Eric currently serves on the Boards of Blueprint Systems, Jumio, Vena, One, Inc., and Catalyst Repository Systems. Prior to FTV, Eric served as Director of Online Services at myCFO, a startup wealth management firm. He held several positions at Netscape/AOL, including management of Netscape’s Personal Finance Channel and product management for the Netscape Navigator browser. He also has worked at Microsoft and McKinsey & Company.

Ajit Chawla has worked across industry-segments helping customers with their Digital Transformation initiatives. In his current role as Vice President, Digital in Birlasoft (a C. K. Birla Group company), he leads a team that provides full range of services from strategic Consulting & Digital Strategy development to implementation & delivery of associated programs – with Banking & Financial Services as a focus vertical. He is a big advocate of keeping Customer Experience at the center of all Digital pursuits, and also promotes the need to proactively manage Digital Debt to ensure customers achieve their long-term goals from Digital Strategies.

Nancy is Managing Partner of HTx Holdings LLC and is board chair of HTx Services LLC and Circuitech LLC. She is an engineer and spent 15 years in the defense industry as technical innovator in weapons guidance. Over the last 25 years she has served in senior or ‘C’ level positions at the top OEM’s of Retail (PoS), ATM and Branch Automation technology. Her span of responsibility has included hardware and software engineering, logistics, field service and sales. Nancy has a deep knowledge of the Banking and Retail industries and is thought leader in the area of the cash eco-system.

Kristin Deegan leads a team responsible for strategy and delivery of key digital products and experiences within Wells Fargo’s mobile and online banking. She focuses on the development of Wells Fargo’s app strategy, oversees development of products and features within online banking, and manages financial planning tools and experiences to help customers meet their financial goals.
Kristin joined Wells Fargo in 2006, and has been focused on understanding customer needs and delivering new experiences that meet those needs. Her product development experience spans work on the Wells Fargo mobile app, WellsFargo.com, and Wells Fargo Community. Prior to joining Wells Fargo, Kristin worked in Corporate Strategy for T-Mobile.

Mike DeMarco is the Sr. Director of Sales at ZIVELO. He is located at the company headquarters in Scottsdale, AZ. His mission is to help companies meet the demand of their customers’ digital engagement needs through interactive kiosks and digital signage. Prior to joining ZIVELO, he led sales teams for companies like Chase Bank, Verizon Wireless and First Data. Mike is a U.S Army Veteran with service in Afghanistan and Iraq.

Susan Doyle is a Senior Vice President of Electronic Payments for Commerce Bank who partners with senior bank management to ensure the innovative payment trends continue to evolve with the business. Susan strives for a better customer experience in the evolving payments industry. After working in the payments industry for almost 30 years, Susan knows what is driving the future of payments. She has the industry knowledge from the banking perspective that will help lead Commerce to be more agile as payments transform to be faster. In her role, she oversees the strategy and product direction for Treasury Services electronic payment products.

As Chief Information Officer, Aaron Frydman is responsible for developing and delivering on the Credit Union’s overall technology strategy. Aaron leads the application architecture, development and support teams along with the data center, network operations and help desk functions. Aaron is focused on operational excellence, developing and supporting technology that securely meets our Member’s immediate and future financial needs with a seamless technology enabled experience.

Len Gaulin is a Senior Account Executive for Ventus with over 30+ years’ experience selling comprehensive networking solutions to distributed enterprises. With a core focus on national retail banks and financial institutions, Len has helped some of the largest banking institutions in North America achieve their strategic networking and communications goals.

Heather Gibbins currently serves as the vice president, global software go-to-market, for Diebold Nixdorf. In this position, she leads the team responsible for developing go-to-market strategies and messaging for the company’s global software line of business. She specializes in generating and maximizing sales traction and has unique end-to-end experience in all linkages from product management, to field enablement and direct sales. Heather received a master’s degree in business administration with a concentration in organizational development from Case Western Reserve University in Cleveland, OH, and a bachelor’s degree in business administration with an emphasis in marketing from Baldwin-Wallace College in Berea, OH.

Julie Godfrey is the US lead for Retail Banking Solutions & Innovation at Samsung Electronics America. She is responsible for co-innovation with industry leading financial services organizations transforming business processes and delivering competitive differentiation with mobile technology. Julie has been recognized for her achievement in Retail and Food Service customer experience design, employee mobility enablement, and building emerging technology ecosystems in the fields of VR, mobile payments, and wearable technology. Julie earned a Masters of Fine Art (MFA) from The University of Tennessee, and a Masters of Business Administration in Data Analytics (MBA) from Rutgers Business School. She is an advocate for the city of Newark.

Speaker bio coming soon!

Rachel Huber is an analyst in Javelin Strategy and Research’s Payments practice. Her focus is on the developing payments industry, with specific interests in e-commerce, person-to-person payments, digital wallets, and generational differences in payment preferences. Before joining Javelin, Rachel was an analyst at Fiserv where she focused on competitive intelligence and thought leadership in support of the card services division. Rachel began her career in investment management before moving into mutual fund compliance at US Bank. Rachel holds a BBA in finance and marketing and an MBA with specialization in investment management, both from the University of Wisconsin-Milwaukee.

For the past 18 years, Lisa has served the financial industry in a variety of leadership roles. From co-founding a successful design and development firm for financial institutions to the vice president of a banking compliance company to strategic consulting for financial institutions as FTSI’s Vice President of Emerging Markets. Lisa has worked with hundreds of bank and credit union leadership teams to understand and develop their vision, strategy, culture and critical technology. She has been described as innovative, with a unique lens that is an asset to industry thought leaders. Lisa has been recognized nationally for her professional excellence.

After graduating from high school, Andy enlisted in the US Navy and worked in the personnel office. During this time his computer crashed and would not reboot. This was prior to things being stored on network drives so everything was lost. IT was able to restore his computer, which forever altered the career path Andy had set out for himself. Upon discharge, he graduated from St Cloud State University with a BS in Network Modeling and Simulation, later followed by a Master in Business Administration from St Mary’s University. Andy has spent the last seventeen years working in technology across various industries with nearly the last three years in finance.

As President of Adrenaline, Sean Keathley brings a wealth of experience from the worlds of marketing, business development, management and client relations. Sean’s leadership integrates all of Adrenaline’s disciplines from strategy and planning to design and implementation. His expertise lies in retail design and brand enhancement projects that accelerate growth and build competitive advantage for clients. He has partnered with the likes of Charles Schwab, Capital One, Macy’s, Northwestern Medicine, Wells Fargo and numerous others to create sustainable programs. As a visionary thought-leader, he speaks around the globe about trends, technology and industry happenings.

Jean-Pierre Lacroix is president of immersive experience design firm SLDNXT. A visionary design thinker, author and speaker, JP is driven to produce measurable results through strategic insights. He is committed to transforming the customer experience by designing immersive experiences that compel consumers to buy at the moment of purchase. JP is continually sought after by top brands, industry associations, conferences and publications for his insights on leading packaging, retail, banking and digital trends. His client list includes Cineplex Entertainment, Regions Bank, Toronto Blue Jays, PepsiCo Canada, CZ Bank, The Source and TD Bank Group.

Sergio Magalhães has more than 20 years of experience leading development teams and IT Departments in MillenniumBCP, a multinational bank, based in Portugal which is leader in innovation and customer experience. Since 2015 he was the Head of the Branch of The Future Department that is responsible for Branch Transformation projects, connecting the physical and the digital worlds, delivering the best customer experience. He oversaw the development of a new customer-oriented branch concept, now present in more than 40 locations in Portugal and with innovation features available in all 500+ branches of Millennium bcp in Portugal. Recently he joined the Digital Transformation Office of MillenniumBCP.

Based in San Francisco, Katherine McGee is the Head of Digital Product Management at Wells Fargo. Part of Wells Fargo’s Virtual Channels organization, Katherine is responsible for managing the customer experience and functionality on wellsfargo.com, and online and mobile banking. Katherine oversees product management for sales and service functionality, and all digital products and features. She also partners closely with groups across Wells Fargo as they look to digital to meet customers’ financial needs. Katherine joined Wells Fargo in 2002, and has led multiple initiatives and teams in the digital space. She has been focused on delivering great customer experiences including a redesigned website, new mobile and tablet apps, and planning tools.

Joe Militello leads Hyosung’s Global Software Center (GSC), where he is responsible for developing the multi-industry software solutions and hardware that make Hyosung the market leader in the self-service software industry. Joe also oversees the release, customization and deployment of hardware solutions in Hyosung’s rapidly growing American market. Joe brings 15 years of industry experience to Hyosung, where he also heads the Professional Services Consulting Group, managing development and implementation of on- and off-site customer services to complement GSC solutions. Prior to joining Hyosung, Joe worked in global development and deployment roles for NCR Corporation.

Jodi Neiding is Diebold Nixdorf’s vice president of Americas banking portfolio. She is responsible for the Americas business strategies and lifecycle management of Diebold Nixdorf’s ATM systems and related module technologies; ensuring it continues to meet market demand for a comprehensive self-service portfolio. Jodi holds a Master of Business Administration with concentrations in Policy and Marketing from Case Western Reserve University, Cleveland, OH, and a Bachelor of Science degree in journalism with an emphasis in public relations from Bowling Green State University, Bowling Green, OH.

As Vice President-Product Management, for the Open Solutions Division of Fiserv, Erik Nilsen has overall responsibility for the digital ecommerce channels, Credit Card Management for DNA, the DNAappstore, CRM and BI solutions as well as our new Biometrics offering Verifast. He drives the product strategy, distribution, pricing, and leads a team of product managers in these areas. Erik has been with Fiserv for over 7 years, and prior to joining that spent 10 years with Webster Bank leading their Small Business product and ecommerce strategy. Before that, Erik spent 6 years with Fleet Bank in their Product Management area leading small business acquisition and deposit pricing initiatives.

Based in Chicago, John Piazza leads the digital innovation practice at MB Financial Bank, a regional bank with $20 billion in assets. With an eye on leveraging new technologies, he focuses on new product development, digital strategy, and strategic investments. He partners closely with groups across MB Financial, from consumer banking to treasury management, as they look to advance their digital capabilities and plays an active role in building MB’s place in the fintech ecosystem. Prior to his current role, he led digital customer acquisition and analytics and worked on corporate strategic projects. Outside of MB, he volunteers for microfinance not-for-profits and enjoys running and cycling.

As Vice President of Physical Channels for the BMO Financial Group, Brenda Pino’s responsibilities include assuring optimal customer experiences when utilizing any of the Bank’s Physical Channels and Self Serve Solutions, which includes a network of over 4,000 ATMs & ITMs in North America. She also manages the ATM branding relationship with several Independent ATM Deployers for BMO. Prior to joining BMO Harris Bank in 1997, Brenda had been with Beverly Bancorporation for 20 years. As Senior Vice President at Beverly, she managed all bank operations for the 13 branch holding company. Her responsibilities included the management of their network of ATMs throughout the Chicagoland area.

Arijit Roy leads the marketing, product, and digital teams for Discover’s Deposits business. In this capacity, Arijit is responsible for driving growth in consumer deposits. He oversees all direct and mass marketing activities, product development and management, and the design and delivery of distinctive digital experiences for customers (on both online and mobile channels). Arijit has held several leadership positions since joining Discover in 2013. Prior to joining Discover, Arijit was an Associate Partner, at McKinsey and Company, focused on the financial services industry. Arijit holds an MBA from Harvard Business School, an MS in Industrial and Systems Engineering from Virginia Tech.

Speaker bio coming soon!

Matt Schulz is the Lead Digital Strategy and Insights Manager at USAA. Matt is described as a unicorn, digital leader, strategist, system designer and futurist driving the next generation of digital experiences to help USAA members improve their financial security. He is currently looking at the intersection of new technology in the form of microservices, machine learning/AI, bots, conversational UI, mixed reality and how that intersects with everyday life experiences. In addition, Matt is a professional blogger for TechTarget.com focused on the viewpoint of the user and the teams that are implementing technology with over 150 articles published.

Bill Sears brings broad market experience as an applied leader in marketing technology, consumer analytics, digital marketing, and market research. He has led on-site teams and delivered business changing results at more than 20 global brands, and continues to challenge the boundaries of technology enabled data collection and application. Today, Bill leads a joint venture with Davis & Partners Consulting to translate client business challenges into solutions that leverage leading Digital Marketing Technologies. Specific areas of expertise include: Data Management, Consumer Analytics, Platform Planning, and Organizational Adoption. Bill holds a BS in Marketing from Ithaca College, and a Ducktorate Degree from the Walt Disney University.

George Simotas is a Managing Principal based out of the Capco Chicago office and co-leads Capco’s Cards and Payments practice. He has over 30 years of experience in the financial services industry and in consulting. He specializes in program execution for complex engagements that span business and technology strategy and operations. Areas of his expertise include payments, credit card issuing and acquiring, mortgage origination and servicing, bank operations, operational risk management and compliance. He holds a master’s degree in business administration from St. Mary’s College and a bachelor’s degree in accounting from California State University in San Francisco.

Ron Strand-Sorrell has over 30 years of experience in financial institutions and currently is the Chief Operating Officer of Axiom Bank N.A. in Maitland, Florida. In his role, he oversees the operations, information security and technology, product development, customer support and prepaid card programs. Ron has a strong working knowledge of the banking industry and has utilized this knowledge to focus on improving the customer experience at Axiom Bank.

Tricia Szurgot is Chief Marketing & Experience Officer for First Commonwealth FCU and Exective Director of their WE Thrive Foundation. She is responsible for growth and impact including brand, marketing, CX/MX (branch, digital, contact center), product, retail operations and corporate social responsibility. Named 2018 NAFCU Professional of the Year, 2018 Lehigh Valley Business Woman of Influence and 2017 CMO of the Year, Tricia is recognized as an expert in purpose-driven, people-centric brand, experience and organizational transformation to accelerate growth agendas, unify teams, energize brands and maximize positive impact. Tricia has worked directly with some of the world’s top experience brands.

Phil Talmage is based out of Cleveland, OH and currently leads an ATM Product group within PNC’s Physical Distribution Planning and Technology Team focusing on strategic decisions for ATM feature and functionality, customer experience, 1-1 Marketing, ATM software and Instant Card Issuance. Phil has been with PNC for 25 years and has over 32 years in banking holding various leadership roles in Operations, Debit Card and ATM. PNC currently has a network of approximately 9,000 ATMs.

Ryan Tuttle is a senior consumer finance analyst at Euromonitor International. His work at Euromonitor primarily focuses on global trends and developments in cards, payments, and lending. His professional interests centre on the evolving role that technology plays in payments. Ryan has been with Euromonitor since 2014 and has been quoted and published in various publications during his time with Euromonitor including: The Chicago Tribune, CNBC, MarketWatch, and The Paypers. Ryan holds a Master of Public Policy degree from Oregon State University in Corvallis, Oregon and a Bachelor of Arts degree from Gonzaga University in Spokane, Washington.

Speaker bio coming soon!

Bud Yanak is the Director of Product Management for Fujitsu Frontech North America’s Biometric Solutions. Bud has over 20 years of experience in Biometric identification technologies including iris, face, fingerprint and palm vein. Having been involved in all aspects of product and system development, from requirements and design through pilot, implementation and system deployments, he has ‘hands on’ experience in deploying financial and healthcare biometric identification solutions worldwide.