General Manager, Omni-Channel Sales & Service | USAA Bank
Phil Leininger has worked for USAA for 15 years and currently serves as General Manager of Omnichannel Sales and Service for USAA Bank. In his role, he oversees the development and delivery of strategic and operational plans for an integrated, omnichannel member experience across all of USAA Bank’s distribution channels (physical, virtual, digital). His goal is to improve acquisition, drive deeper relationships and deliver a consistently and seamless overall member experience. Prior to joining USAA, he worked in the financial services industry for both State Farm and Janus. He holds a bachelor’s degree in psychology from Howard Payne University.
Chairman/CTO | CBW Bank
Suresh Ramamurthi is Chairman of CBW Bank and serves as its CTO as well. He leads CBW Bank’s initiatives to support and foster innovation including working with financial services start-ups. He is founder and serves as CEO of Yantra Financial Technologies, a fintech company focused on serving the financial services industry. A veteran technology entrepreneur, Suresh has founded and exited two start-ups, and has previously worked at Google Inc. Suresh has a Bachelor’s degree in Electronics and Communication Engineering, a Master’s degree in Computer Science and a Master’s degree in Business Administration from the University of Chicago.
PANELISTS & MODERATORS
Chief Visionary | Sizmek
Nikos Acuña is an award-winning author, producer, speaker, and futurist. As Chief Visionary at Sizmek, a company that creates advertising solutions of the future, Nikos uncovers the hidden connections between brands and audiences, and encapsulates his findings in the daring video series, Symbiosis. Nikos is the author of numerous research papers on AI and digital transformation, as well as several books, including The Predictive Business and Mindshare, which received Foreword Magazine’s Book of the Year Award and the USA Best Book Award. Nikos is also a strategic advisor and consultant to brands, agencies, and companies seeking to become exponential organizations.
Executive Director | EY
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.
Co-Founder & Partner | Centana Growth Partners
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.
Editor | ATM Marketplace
Suzanne Cluckey is a writer with more than 25 years of experience in journalism and mass communications. Her work has appeared in trade journals and consumer publications throughout the U.S. and has covered a vast range of topics from cider-making to software development. In addition to her work for ATM Marketplace, Suzanne has written white papers and features for other publications in the Networld Media Group family including Fast Casual, Kiosk Marketplace, Mobile Payments Today and QSR Web.
Board Chair/Managing Partner | HTx Holdings
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.
Sr. Director of Sales | ZIVELO
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.
SVP, Channel Strategy | Zions Bank
Speaker bio coming soon!
Senior Vice President | Commerce Bank
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.
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.
EVP/CIO | Partners Federal Credit Union
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.
VP, Global Software Go-to-Market | Diebold Nixdorf
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.
VP, Virtual Channels | Wells Fargo
Jonathan Hartsell leads Digital Business Development and Innovation for Wells Fargo Virtual Channels. His team is responsible for identifying and accelerating opportunities for transformational change in consumer digital channels. Jonathan focuses on leveraging the best of technology and design to drive innovation across the digital ecosystem. Since joining Wells Fargo Jonathan has led a variety of strategic initiatives across product teams and at the enterprise level. He led Wells Fargo’s consumer Financial Health program focused on helping consumers achieve financial success and spearheaded the establishment of the company’s Enterprise Patent Office. Jonathan has over 15 years experience in financial services leading strategy and execution to improve the customer experience.
Editor | Mobile Payments Today
Will Hernandez has 14 years of experience ranging from newspapers to wire services and trade publications. Before becoming Editor of Mobile Payments Today, he spent two years as the content manager for PaymentsJournal.com, a leading payments industry news aggregator and information hub published by Mercator Advisory Group. He spent four years covering the payments industry as an associate editor for multiple publications in SourceMedia’s Payments Group based in Chicago including ATM&Debit News, CardLine, PaymentsSource.com, ISO&Agent Weekly and American Banker. Will helped launched SourceMedia’s bi-weekly newsletter, Mobile Banker, and built and cultivated the Payments Group’s first Twitter presence.
Analyst, Payments | Javelin Strategy & Research
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.
Chief Experience Officer | Texas Tech FCU
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.
President | SLDNXT
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.
Head of Digital | Wells Fargo
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.
VP of Engineering | Hyosung
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.
VP, Self-Service Terminals & New Technologies, Global Product Management | Diebold Nixdorf
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.
Vice President | BMO Harris Bank
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.
VP, Sr. Marketing Manager | BMO Financial Group
As VP, Sr. Marketing Manager at BMO Financial Group, Rachel leads the North American digital adoption and engagement marketing strategies focusing on behavioral change programs that optimize the digital funnel and builds a strong foundation to ensure support of the bank’s strategic priorities of customer growth and enhanced customer experience. She joined BMO Financial group in 2011, upon the merger with M&I Bank. With over 15 years of dynamic marketing experience Rachel brings a unique set of qualifications that enables her to effectively lead, develop and manage all aspects of integrated channel campaigns.
Omni Channel Digital Executive | FinTech Advisors
Milton Santiago is an industry recognized digital banking strategist that is known for creating transformational digital banking experiences. Milton brings over 28 years of experience and is a seasoned and proven global digital executive, leader, strategist, innovator and visionary. He is an expert in deciphering client needs and executing those needs into compelling and satisfying digital client experiences. Milton was formerly the Managing Director, Global Digital Channels Executive at Bank of America and creator of CashPro. He established and led the banks Omni Channel strategy as well as establishing several new business practices to support the digital transformation strategy.
Lead Digital Strategy Manager | USAA
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.
EVP, Chief Operating Officer | Axiom Bank
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.
SVP, ATM Solution Products Group | PNC
Speaker bio coming soon!
Senior Consumer Finance Analyst | Euromonitor International
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.
Partner | CAPCO
Bryce VanDiver is a Partner at Capco within North America’s Banking practice where he co-leads the business and cost transformation practice. In his role, he works with retail and wholesale banks, to design, plan and implement complex, large-scale initiatives that modernize payments products, processes and systems. He has 15 years of progressive consulting experience with a specialization in the strategy and delivery of payments solutions. Recent engagements include work in enterprise payments strategy, small business card launch, faster payments operations training, processor conversion and peer-to-peer capability roll-out. He regularly contributes to industry publications and actively consults with clients in the shift to faster payments.
Charles “Bud” Yanak
Director of Product Management | Fujitsu
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.
TAKE YOUR TEAM TO THE SUMMIT
Register two qualified attendees and add a third qualified attendee at no additional cost.