SVP – Head of Strategy, Digital Integration & Transformation for Retail | Truist
Speaker bio coming soon!
Head of Venture Incubation, Global Consumer Banking | Citi Ventures
Alex Sion joined Citi Ventures in 2018. He is the Global Consumer Banking lead for the D10X program, which incubates new products and businesses designed to generate new, organic growth for Citi. Prior to joining Citi, Alex was the General Manager of Mobile for JP Morgan Chase, responsible for Chase Mobile Banking and mobile channel governance for the Consumer and Community Banking Group. Prior to JPMC, Alex co-founded Moven, the world’s first mobile “neobank” and an award-winning, globally recognized fintech pioneer which has nearly 2 million global users and raised over $20M in venture financing during Alex’s tenure. Alex has been a financial services practice leader at both CapGemini and Sapient, and has advised large financial institutions, startup organizations, and industry groups.
PANELISTS & MODERATORS
SVP, Marketing Officer | MountainOne Bank
Speaker bio coming soon!
Chief Revenue Officer | Agent IQ
Soren Bested has more than 15 years serving financial institutions in the US, Europe and Australia. He joined emerging FinTech, Monitise, in London in 2007 and played a key role in seeing it become the largest global mobile banking and payments service provider. While in the US, Soren served as Managing Director, COO and Global Head of Product. In 2017, he became part of the formative team at Pivotus Ventures where he served as COO and Chief Product Officer. Then in 2018, Soren joined Agent IQ as their Chief Revenue Officer, landing their first client and scaling the company for growth.
Product Marketing Manager | Entrust
Andy Cease joined the company in 2017 to help develop and bring to market transformative products that make it easier for financial institutions to improve their cardholder experience. Prior to joining Entrust, Andy worked in a variety of product, marketing and operational roles for companies specializing in digital payments, cloud computing, and e-commerce. Andy has a bachelor’s degree from Michigan State University and a master’s degree from the University of St. Thomas.
CEO & Co-Founder | Prelim
Heang Chan is the co-founder and Chief Executive Officer of Prelim, a financial technology company focused on digitizing the customer journey from originations to account management for commercial banking and lending. Before founding Prelim, Heang was part of the product team at Blend, and prior to transitioning to the technology side of banking, spent over a decade working at Goldman Sachs, Wells Fargo and Bank of America. He completed a joint MBA/MA at Stanford University.
Editor | ATM Marketplace
Bradley Cooper is the editor of ATM Marketplace. He was previously the editor of Digital Signage Today, Kiosk Marketplace and Blockchain Tech News. His background is in Information Technology, Advertising, and Writing.
SVP, Events | Networld Media Group
David Drain has more than 20 years of experience in association management, event planning, writing and speaking. He has served as executive director of the Digital Signage Association (a group he co-founded), the Self-Service & Kiosk Association and the merged organization, Digital Screenmedia Association. Previously he was EVP for the Foodservice Consultants Society International. He currently oversees five summits for Networld Media Group ranging from mobile, interactive customer experience, bank CX, restaurant franchising and fast casual restaurants.
SVP/Business Analysis & Innovation | Republic Bank of Chicago
Gayle Ekstrom is SVP/Business Analysis and Innovation at Republic Bank of Chicago, where she works at the intersection of business strategy, process, and technology. Working in the retail banking sector over the past twelve years as both a business leader and consultant, she has extensive experience in analyzing business problems and designing strategic solutions. Gayle previously worked in the telecom industry and was granted numerous patents for her inventions. She holds a degree in Electrical Engineering from the University of Illinois and an MBA in Business Policy and Behavioral Science from the University of Chicago.
VP, Customer Experience | First National Bank of Omaha
Don Elliott is the Vice President of Customer Experience at First National Bank of Omaha. In this role, he facilitates and promotes a customer-focused culture by understanding the customer experience, sponsoring improvement initiatives and reporting progress while engaging employees to create experiences that build customer loyalty and optimize business outcomes. Previously, Don was Director of Client Services for Ameritrade, where he created client journey maps and facilitated client forums to better understand the client experience.
Head of US Digital Channels | BMO Financial Group
Brianna Elsass is the Head of US Digital Channels. In this role, Brianna leads the digital efforts including: long term strategic planning, managing desktop and mobile platforms, and strategies and delivery of integrated North / South digital customer experience. Prior to joining BMO Harris in October of 2016, Brianna worked for Wells Fargo, Capital One, and Discover Financial Services where she held multiple leadership roles in digital and omni channel customer strategy. Brianna holds a BA from University of Iowa and earned her MBA from DePaul University. Brianna has served as the chairperson of The Washington Center alumni board for several years.
SVP, Global Payments Strategy | Evolve Bank & Trust
Donna Embry has 51 plus years of experience in the payments industry and currently serves as SVP, Global Payments Strategy for Evolve Bank & Trust. In addition, Donna serves as President of Embry Consulting, LLC. Her prior executive positions include Chief payments Officer for Payment Alliance International (PAI); Executive Vice President, Product and Marketing for Vital Processing (TSYS Acquiring) and Senior Vice President, Electronic Banking for PNC Bank, as well as Chief Operations Officer for PNC’s former division, CFC Financial Services. Donna authored the first ETA publication, The Encyclopedia of Terminology for the Acquiring Industry, and developed/taught the inaugural introduction series of classes for ETA University.
AVP, Retail Branching & Member Solutions | Affinity Federal Credit Union
Speaker bio coming soon!
Sr. VP, Retail Branch Distribution Strategy & Sales, Staffing Analytics | Regions Bank
Stephen Griffin is a Senior Vice President at Regions Bank and is the Director of the Retail Distribution Planning Group. He began his banking career in 1992 and has 29 years of retail banking experience. Stephen has worked in various roles including branch management, branch operations management, incentive management, data management, analytics and reporting management, along with his current role of managing the retail network distribution and market plans for branches and ATMs, including De Novo expansion, rationalization and optimization, physical design, new branch technology, aligning with digital partners and physical site selection. Stephen is a 1992 graduate of The University of Alabama with a degree in Corporate Finance.
Vice President | Idaho Central Credit Union
Lori Gull has been with ICCU 20+ years, responsible for branch operations. She helped propel ICCU to recognition as the top-performing credit union in the nation five years in a row and in the top three the past nine years. Lori serves on community boards and committees. She is a public speaker on topics of developing a world-class culture, achieving financial success, and leadership development. She is a guest presenter on business radio, university classes, and community events. Lori graduated BYU-Idaho and Western CUNA Management School. She lives in Idaho with her husband Ken.
COO & SVP, Operations & Member Relations | Los Angeles Police Federal Credit Union
Ron Guzman joined LAPFCU in October 2008. He presently serves as COO and Senior Vice President of Operations and Member Relations where he is responsible for overseeing the Operations, Communications, Consumer and Residential Lending, Card Services and Marketing Departments for the Credit Union. Ron has over 40 years of experience within financial services. He previously served for 10 years as Vice President of Loan Services at LAPFCU. In that position, he was responsible for helping to build LAPFCU’s loan portfolio and product offerings and oversaw the implementation of its participation lending program.
President | HATCH
Jennifer Harrington founded HATCH, a Boston-based branding + advertising agency in 2009. The agency works with leading brands such as Blue Cross Blue Shield, Northeastern University, Hood, and Wellington Management to craft their story and build creative programs with measurable impact. The firm has worked with MountainOne Bank for the last four years to shape and tell their story to support the Bank’s growth. Prior to HATCH, Jen was a managing partner at Trinity Communications, a financial services branding agency where she led account services and managed relationships with top-tier clients including John Hancock, Fidelity Investments and Liberty Mutual.
Digital Channel Manager | Advia Credit Union
Speaker bio coming soon!
EVP, Training & Customer Experience | ath Power Consulting
EJ Kritz is a seasoned strategist, trainer, and keynote speaker with extensive experience working for some of the finest brands in Financial Services, Retail, Call Center, Franchising, and Media. As the Director of ath Power Consulting’s Training, EJ supports banking organizations of all sizes to build and deliver world-class training solutions focused on such critical topics as Customer Experience, Leadership, Management, Needs-Based Sales, Employee Engagement, Problem Resolution, and more.
President, Founder | Shikatani Lacroix Design
With over 30 years of industry experience, Jean-Pierre Lacroix has garnered a reputation as a visionary design thinker, strategist, author, and speaker. Since the opening of Shikatani Lacroix Design, JP has grown his company into one of the most respected multi-disciplinary strategic design agencies in the world. Along the way, he has served as a board member of numerous associations and councils, as well as authored a wide range of books and research reports, including Belonging Experiences, Desire by Design, Think: The Future of Retail Banking, Think: Inspiring the Future of Retail, and DeepReal: Strategies for Brands in the Age of Misinformation.
Co-Founder, COO/CTO | Locality Bank io
Corey LeBlanc is a catalyst for CX advancement in the banking industry and a steadfast advocate in the mission to transform small business banking. He is COO and CTO for the newly formed Locality Bank IO, a community bank with a vision to solve the problem of capital allocation for small and medium-sized businesses through being a relationship-based, multi-channel, comprehensive business resource. Previously, Corey served as Chief Digital & Innovation Officer at Origin Bank, where he developed strategic roadmaps that aligned digital initiatives with business-wide objectives, cultivated external partnerships, and leveraged a data-driven approach to digital transformation.
Steve Le Roux
CEO & Founder | Envel
Steve Le Roux is the founder and CEO of Envel, a next generation AI-powered Bank that optimizes your income and manages your spending in real-time. Whilst studying towards a Masters in Finance at Harvard University, Steve invented a new way of banking based on the intersection of ethics and Artificial Intelligence to fully address behavioral economic challenges. Steve also recently graduated from Oxford Saïd Business School’s renowned Fintech Program. Steve is a visionary, innovator and FinTech/Tech Entrepreneur with 2 exits and has been successful leading game changing innovation within Government, Financial Services, NGOs and FTSE 100 companies.
Founding Manager | The Long Group
For more than 25 years, The Long Group has been building benchmarks for performance and providing business intelligence, analytics, strategic insight and guidance. As a recognized industry thought leader, Tom Long is a contributor to BAI, Credit Union Times, CUToday, Bankers Digest and Bankadelic. Tom has been a featured speaker for the American Marketing Association, BankWorld, the Mid-west Summit, the NAFCU Strategic Growth Conference, National Association of Credit Union Management and numerous banking and credit union associations. Tom has been a guest lecturer at the Boston College Carroll School of Management MBA program.
SVP, Sr. Retail Banking Officer | Webster Five Cents Savings Bank
Brian McEvoy joined Webster Five in Central Massachusetts in June of 2020. In his role as Sr. Retail Banking Officer, Brian is responsible for the design and execution of the bank’s retail growth strategy, with a focus on branch transformation, sales and service culture, and omni channel delivery. Brian leads the Retail Banking division, inclusive of Branch Administration, Marketing, Contact Center, Digital channels, and W5 Investment Services. Brian is a veteran New England banker, starting his career with Fleet Bank in 1996. He also spent several years in the mid-Atlantic with TD and in the Southeast with Synovus. His banking career has been spent exclusively in the Retail arena; however, Brian has led such diverse functions as direct branch management, distribution strategy, workforce management, process optimization, and branch experience design.
SVP, Enterprise Risk | BankProv
Joe Mancini was previously the Senior Vice President, Chief Information Security Officer at Radius Bank, an industry leading virtual bank. In that role, Joe developed and implemented a forward thinking, business enabling information security strategy that protects the organizations infrastructures and assets. Prior to his role at Radius, Joe spent 10+ years at East Boston Savings Bank located in Boston, MA. Joe is an experienced banking leader having held roles in fraud prevention, information and cyber security. Joe’s specialties include data security, along with privacy and compliance requirements in the digital world. Joe is a graduate of Northeastern University in Boston, MA.
Senior Vice President Virtual Channels | Barclays
Kamesh Moola is a Senior Vice President in the Digital Innovation and Customer experience Group at Barclays, where he is responsible for the bringing innovative tooling and capabilities to US consumer bank. Prior to this role he was a digital leader within Global Capital Markets. He is a fintech advisor at RISE NY- Home of Fintech by Barclays. Prior to joining Barclays, he held various management positions at Big four consulting firms. He has over fourteen years of experience in providing management consulting services to financial services firms across I-Banking Operations, Asset Management and Wealth Management in the technology strategy and digitization areas.
Director of Digital Product Management, US Digital Sales – Deposits & Cards | BMO Financial Group
Ratnaker Muditanapally is the Director of Digital Product Management at BMO Financial Group. He’s accountable for leading the digital sales of US retail deposits and cards portfolio by driving the digital strategy and roadmap to provide best in class user experience and improve the conversion rates for digital sales channels. Prior to this role, he provided the technology leadership to deliver on digital roadmap for retail lending and deposit portfolios. Prior to joining BMO, he has helped multiple insurance clients with transformational programs. With a total of 19 years of experience, he has a passion to solve customer problems by aligning business and technology strategy.
CMO, Personal & Business Banking, North America | BMO Financial Group
Maja Neable is the Chief Marketing Officer, North American Personal & Business Banking at BMO. She has been with BMO for 5 years, first leading digital marketing and now as a CMO, and most enjoys working with inspiring teams across the organization to deliver innovative marketing and great customer experience strategies. Maja is a mathematician who loves creativity, and this combination of left & right brain is what has guided her career. Her 20+ years of experience include sales & service leadership, digital design & product development, and business & brand strategy. Maja holds a BMath degree from University of Waterloo, and an MBA from IMD, Switzerland.
Senior Director, Head of Banking Advisory Services | Diebold Nixdorf
Speaker bio coming soon!
VP, Member Experience | Firstmark Credit Union
David Puente is a vice-president of member experience for the 14 financial centers and member care center at Firstmark Credit Union. He joined Firstmark Credit Union in 1991 and since been involved with several projects that included core conversions, mergers, card conversions, business services, and most recently talent development. David firmly believes positive relationships are the building blocks to a successful team and company. He has a passion for improving the financial well-being of those he interacts with on a daily basis. His educational background includes a B.S. from the University of Phoenix.
SVP/Chief Information Officer | Republic Bank of Chicago
Madhu Reddy is a Senior Vice President and Chief Information Officer for the Republic Bank of Chicago. He is a transformational leader who is often sought out to solve complex business problems and lead IT initiatives that support organizational change, working with stakeholders across the organization. Madhu is an expert at developing IT strategy and translating business needs into technical solutions in alignment with business priorities. He is recognized for his ability to build high-functioning, impact technical teams that are acknowledged as true business partners in the organization.
Senior Manager, Fraud Operations | First National Bank of Omaha
Dave Richardson is the current Senior Manager responsible for Fraud Deposit Products for First National Bank Omaha. He has served various roles in his 21 years at First National Bank, including Credit Card Fraud Prevention and ATM Operations. He is currently responsible for maintaining and managing the bank’s non-card fraud prevention and risk mitigation strategies across the institution. His primary responsibilities address controlling fraud risk while enhancing the customer experience in online channels while partnering with the bank’s digital strategy teams. Dave serves on the bank’s Model Governance Committee and Electronic Banking Risk Management Advisory Group. Dave also spent 20 years in the Air National Guard.
VP of Financial Services & AI | eGain
Evan Siegel is eGain’s VP Financial Services AI, where he is pursuing his passion of democratizing quality financial guidance by applying the latest developments in AI, machine learning and knowledge management. Evan is currently leading eGain’s development and roll-out of the banking industry’s first automated virtual financial coach. Prior to eGain, Evan held customer experience leadership roles at Wells Fargo, where he also established the bank’s financial health coaching team that was featured in the bank’s annual report, brand advertising campaign, and ABC’s Good Morning America.
EVP, Chief Marketing Officer | Atlantic Union Bank
Duane Smith, EVP, Chief Marketing Officer, has been with Atlantic Union Bank (formerly Union Bank & Trust) since November 2016. In this role, he’s accountable for all aspects of the bank’s marketing including strategy, brand development, customer acquisitions, and corporate communications. Prior to joining AUB, Duane spent three years leading Brand Marketing for Vonage, a leading telecommunications provider out of Holmdel, New Jersey. While at Vonage he led a revitalization of their disruptive, internet-forward consumer brand into a reliable and highly innovative communications provider to businesses. Prior to that, Duane spent 16 years at Capital One where he has supported several important moves for the company.
Global Account Director | Ekata
Trenton Spratling is the Global Account Director for Ekata’s Financial Services practice. With accelerated digital transformation over the last few years, he strategizes with financial services and fintech businesses around their digital workflows to improve conversions and reduce fraud. In Trenton’s words, “The onboarding experience for new consumers is the make or break moment and where the competition begins.”
SVP, Customer Experience & Product Development | Broadway Bank
Speaker bio coming soon!
Account Director | Ekata
Tom Walsh is an Account Director with Ekata’s Financial Services team, specializing in data-driven risk assessments powered by dynamic, probabilistic datasets. Tom helps companies optimize their onboarding process to create equity with the underbanked, democratize financial access, and stop fraud before damage is done. Prior to joining the Financial Services arm, he led Ekata’s Solutions Architecture team, developing a statistical science-based approach to evaluating vendors and fraud solutions.
EVP, CMO, Digital Banking & Payments | Fairfield County Bank
Stephen Wooters is a 20+ year financial services veteran with a wide range of experiences with global, national, and community banks across retail and commercial banking. Steve’s celebrated career includes numerous payments and digital banking firsts – helping to launch things that are today common place in the industry. A member of the executive team at Fairfield County Bank, Steve is EVP, CMO and Head of Digital Banking & Payments. In his role, Steve provides leadership in developing and executing the bank’s marketing & digital agendas, ATM fleet, payment card programs, and cash management businesses – helping build primary bank relationships with the community bank’s very valuable customer base.
EVP, Chief Strategy Officer | Reliant Bank
Speaker bio coming soon!
SVP, Product | ZenBusiness
Lamine Zarrad is Head of Fintech at ZenBusiness PBC. He began his entrepreneurial journey shortly after immigrating to the United States and serving in the United States Marine Corps. He built expertise around banking regulations and financial services through work at Merrill Lynch and the U.S. Treasury’s Office of the Comptroller of the Currency. Lamine co-founded fintech company Joust in 2017, which was acquired by ZenBusiness in 2020. Lamine combines his passion for financial inclusion and product innovation skills to build the ZenBusiness platform, where he helps democratize business ownership.
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