Chat with us, powered by LiveChat

AGENDA

Agenda 2022


Wednesday // August 31, 2022
| Registration Opens

All attendees, sponsors and speakers must check in at the registration desk and pick up a name badge. Please wear your badge at all times during the Summit.

| Opening Remarks
Host
Cherryh Cansler
VP of Events
Networld Media Group
| Opening Keynote

What is the future of bank branches? Will they go the way of the dinosaurs or transform into something else?

In this keynote session, Stephen K. Griffin will share insights into what the future of branches will look like by drawing on his vast experience in the realm of branch management, data management, analytics and more.

Keynote Speaker
Stephen Griffin
SVP, Director of the Retail Distribution Planning Group
Regions Bank
| Break
| General Session
In this session, you will hear four 15-minute, thought-provoking talks on hot topics of the day.
Presenters
Reco McCambry
President & CEO
Novae
Glenn Murray
VP, Payment Services & Sales
Sutton Payments
Jonas Vernon Ng
COO
Laurel Road
Tina Pickeral
VP, Sales & Strategy U.S. West/Central Region
Compucom
Presented by Compucom
| Break
| General Session
In a fast-paced discussion, a panel of bank executives will share insights and opinions about pressing issues in financial services and their impact on the customer experience.
Panelists
Grace Pace
SVP/Digital Bank
Quontic Bank
Lizzie Pine
VP, Strategy
JPMorgan Chase & Co.
Max Slobin
VP, Senior Payments Advisor
KeyBank
Moderator
Bradley Cooper
Editor
ATM Marketplace
| Networking

After a full day of inspiring keynotes and information-packed sessions, relax and recharge while enjoying a cocktail hour followed by the annual BCX awards ceremony. Awards begin at 6:15 p.m.

Awards include:

  • Best Branch Experience
  • Best ATM/Self-Service Experience (financial institution)
  • Best ATM/Self-Service Experience (vendor)
  • Best Digital Solution (financial institution)
  • Best Digital Solution  (vendor)
  • Innovator of the Year


Nominations for the 2022 BCX Awards are now closed. 
Click here for a description of each award category.

Thursday // September 1, 2022
| Registration

Be sure to check in at the registration desk and pick up your name badge if you haven’t already.

 

| General Session

Enjoy a satisfying breakfast within a small group of your choice and discuss some of the most pressing issues facing financial institutions today. These informal group discussions allow attendees to learn from one another’s mistakes and successes.

Brain Exchange Topics:

  • How to automate banking workflows and CRM with no-code | Sponsored by Creatio
  • Is changing consumer behavior impacting your customer experience? | Sponsored by Symend
  • Leaning into self-service
  • Winning with mobile
| Refreshment Break
| Breakout Session

Delivering an incredible customer experience does wonders for a bank - increasing customer satisfaction, opening up opportunities for additional business, and getting referrals with positive word-of-mouth. However, many banks struggle to deliver a positive experience in a way that is scaleable.

In this session, panelists will discuss how to use automation to deliver better personalized experiences to customers, from their initial onboarding all the way to turning them into advocates.

Panelists
Carol Adkisson
Director of Marketing Operations
Act-On Software
Anita Brooks
Founder
P4 Power Coaching
Staci Shedd
Head of Customer Experience & WOW! Employee Engagement Strategy & Support
TD Bank
Moderator
Bradley Cooper
Editor
ATM Marketplace
Presented by Act-On Software
| Breakout Session

What really is a bank’s relationship to fintechs? Are they rivals that are fighting over the same customer base, or are they partners who are building a new financial world together?

In this session, banking panelists will discuss what their relationship has been like with fintechs and they will address whether they view these startups as legitimate challengers to traditional banks or as something else entirely.

Panelists
Madhu Reddy
SVP/Chief Information Officer
Republic Bank of Chicago
Dave Richardson
Senior Manager, Fraud Deposit Products
First National Bank of Omaha
Ryan Tuttle
Senior Consultant
Euromonitor International
Moderator
EJ Kritz
EVP, Training & Customer Experience
apc – powering the human experience
| Refreshment Break
| Breakout Session

Have you ever wanted to improve your customer experience but couldn't figure out where to start?

In this session, bank executives will share tips and tricks on how to improve every level of customer experience from the consumer side to the business side, while examining a variety of services and technologies that can help you along the way.

Panelists
Gayle Ekstrom
SVP/Director, Business Analysis & Innovation
Republic Bank of Chicago
Kelli Griffin
SVP, Head of Experience
Northwest Bank
Renee Pezzi
SVP, Head of Enterprise Experience
Atlantic Union Bank
Moderator
Patricia Diaz
Director of Product Marketing
Relay Network
Presented by Relay Network
| Breakout Session

Delivering an omnichannel experience is highly important, but many financial institutions struggle with it. Customers want the same quality of experience as they move from one platform to another, and if they don’t get it, they will take their business elsewhere.

Panelists will address how FIs can successfully implement omnichannel experiences that keep up this same standard of experience by finding the right mixture of tools and expertise.

Panelists
Michelle Kile
Senior Vice President Retail Banking
bankHometown
Brian McEvoy
SVP Retail Banking
Webster Five
Ashley Ross
Client Experience & Retail Client Solutions
Bank of America
Moderator
Tom Malta
IAM Expert, Financial Services
Okta
Presented by Okta
| General Session

Learn about new and innovative financial technologies in this series of 10-minute product presentations. Each presenter will have ten minutes for an elevator pitch and five minutes for audience Q&A.

Presenters
Jack Brennan
Senior Account Executive
SigFig
Bobby Moss
Enterprise Account Executive
Attensi
Huw Newton-Hill
Head of Attensi US
Attensi
George Theofilos
SVP Business Development
Powerhouse
Presented by Attensi, Powerhouse, SigFig
| General Session

Elevating the importance of experience is part of branch transformational programs. The current environment has challenged the relevancy and value of retail banking channels leading to challenges in validating the ROI. However, delivering the right customer experience in the physical challenges is key through ROX metrics.

Panelists
Stephen Griffin
SVP, Director of the Retail Distribution Planning Group
Regions Bank
EJ Kritz
EVP, Training & Customer Experience
apc – powering the human experience
Sérgio Magalhães
Director of Branch of the Future Department
Millennium bcp
Staci Shedd
Head of Customer Experience & WOW! Employee Engagement Strategy & Support
TD Bank
Moderator
Jean-Pierre Lacroix
President
SLD
Presented by SLD
| Refreshment Break
| Breakout Session

Are ATMs/ITM’s still a good investment? What do the customers want? Are banks leveraging them for the Crypto Currency revolution?

In this session, you will learn the ins and outs of self-service banking technology and how to utilize it properly by meeting real customer needs.

Panelists
Brandi Britton
VP, Self & Assisted Service Channel Manager
Comerica Bank
Jeff Kaufman
Chief Technical Officer
Jewel Bank
Jon Moen
SVP, Director of Product
First Bank
Brenda Pino
VP, Physical Channels Operations
BMO Financial Group
Moderator
Brad Browder
CEO
HTx Services, LLC
Presented by HTx Services
| Breakout Session

Learn about how you can transform your banking culture into one that both retains high quality talent and creates brand loyal customers.

Panelists
Jill Castilla
President & CEO
Citizens Bank of Edmond
Casey Christopher
Chief Empowerment Officer
Quontic Bank
Reco McCambry
President & CEO
Novae
Moderator
Bradley Cooper
Editor
ATM Marketplace
| Refreshment Break
| Closing Keynote

It’s true - payments are becoming increasingly digital and banking is becoming increasingly mobile. These days, consumers around the globe expect their banks to act more like top technology brands than traditional financial institutions. As technology advances and consumer expectations rise, the role of the ATM must evolve as well.

In this session, we will explore some of the key trends in the payments, banking, and ATM industries and discuss the important role of the ATM within the ever-changing ecosystem.

Keynote Speaker
Clinton Cheng
VP, Global Head of the Visa / PLUS ATM Network
Visa
| Summit Adjourns

Become A Speaker

If you're an experienced restaurant executive who is open to sharing insights with peers from other brands, we'd love to have you join us as a speaker or panelist.

Learn More

TAKE YOUR TEAM TO THE SUMMIT

Register two qualified attendees and add a third qualified attendee at no additional cost.