Agenda

CONNECT.SHARE.GROW

  1. Tuesday, October 17th

    1. TUE3:30 PM - 5:30 PM

      1. Registration Open & Happy Hour

        Swing by the BankOnPurpose registration desk to pick up your conference materials. We'll also have drinks and appetizers so that you can network with other conference attendees and our sponsors.

    2. TUE5:45 PM - 6:00 PM

      1. Meet for the Welcome Dinner & Party

        Meet us in the lobby of the Hilton Austin to depart for the BankOnPurpose Welcome Dinner & Party. Motorcoaches will depart from the Hilton Austin promptly at 6:00pm and 6:15pm.

    3. TUE6:00 PM - 10:00 PM

      1. Welcome Dinner & Party

        Kick off BankOnPurpose at our welcome party at Q2 Founder, Hank Seale's Ranch, Hog's Heaven! Come enjoy a magical piece of the Texas Hill Country, surrounded by peaceful waterfalls, majestic oak trees, and an overall serene setting. It will be an evening you won't forget with great food, wine and whiskey tastings, and customized boot fittings.

        Motorcoaches will depart from the Hilton Austin promptly at 6:00pm and 6:15pm. Return options beginning at 8:20pm to Hilton Austin and continue until end of event.

        Learn more about Hog Heaven

        website-party-barn-at-night

  2. Wednesday, October 18th

    1. WED7:30 AM - 8:25 AM

      1. Breakfast

    2. WED8:30 AM - 8:45 AM

      1. Opening Remarks

        Join Q2 CEO, Matt Flake, as he kicks off BankOnPurpose with an opening address that sets an inspirational tone for the day and underscores the power of coming together in this format.

        Presenters
        • Matt-Flake-headshot-650x650

          Matt Flake

          CEO, Q2

    3. WED8:45 AM - 9:35 AM

      1. Start with Why

        Any person or organization can explain what they do. Some can explain how they are different from the rest. Very few can clearly articulate why. The WHY is not about money or profit — those are results. The WHY is what inspires us and those around us.

        When Simon Sinek discovered the WHY, it changed his life. His bestselling book, Start with WHY, and viral TED Talk, How Great Leaders Inspire Action, have inspired millions of people and organizations around the world to think, act, and operate from the inside out.

        Now, Simon’s team of Optimist Instructors share Simon’s inspiring message. Walk through Simon’s Golden Circle framework and understand how organizations can be built, movements can be led, and people can be inspired.

        And it all starts with WHY.

        Key Takeaways:
        • Explore why WHAT we do becomes more powerful when we know WHY we do it
        • Learn how the WHY can give us an alternative perspective on our organizations, careers, and even our lives
        • Discover how human connectivity, built on trust and authenticity, is vital to an organization’s success
        Presenters
        • Matt-Dunsmoor

          Matt Dunsmoor

          Optimist Instructor, Simon Sinek

    4. WED9:35 AM - 10:25 AM

      1. Constant Leadership for Changing Times: Leading Your Organization Through a Never-Ending Digital Revolution

        Our industry is in its second decade of profound and rapid change and we are nowhere near done with the work of adapting to the needs of a digital economy.

        What does 'adaptability' look like in a world of rapid and constant technological evolution, what are the greatest leadership challenges and how do we forge consistency and focus in the midst of constant change? If this is indeed the 'new normal' how do we make it feel normal to our teams and customers.

        Presenters
        • leda-glyptis-(1)

          Dr. Leda Glyptis

          NED, Advisor, Author

    5. WED10:25 AM - 10:35 AM

      1. Community Spotlight Partner: B.I.G. Love Cancer Care

        B.I.G. Love Cancer Care was established in February of 2007 in memory of Brooke Phillips to fulfill a simple, yet urgent mission – to ease the childhood cancer journey. Until a cure is found, the journey through cancer, especially one for a child, is incomprehensible. Children are taken from their carefree world of make-believe, toys, school, and friends to enter a new, harsh reality of chemotherapy, surgeries, radiation, isolation and fear.  BIG Love’s primary mission is to bring immediate care through physical, emotional and financial support to pediatric oncology and hematology patients and their families throughout their entire cancer journey and beyond. To learn more, read here.

    6. WED10:35 AM - 11:00 AM

      1. Networking & Refreshment Break

    7. WED11:05 AM - 11:55 AM

      1. Fireside Chat: Digital Designed for Growth

        Digital has become a major focus for most FIs including how digital technology impacts their growth strategies and go to market approach. Join this session and hear from a panel of leaders from financial institutions as they openly discuss the opportunities and challenges they are facing with the accelerated market demand for digital solutions and experiences.

        Presenters
        • Katharine-Briggs-white-bg

          Katharine Briggs

          SVP of Customer Success, Q2

        • kirk-coleman-white-bg

          Kirk Coleman

          President, Q2

        • jeff-lee-white

          Jeff Lee

          Chief Operations & Technology Officer, Seacoast Bank

        • Chris-Craver

          Chris Craver

          FSVP, Head of Digital Products, Valley Bank

    8. WED12:00 PM - 1:00 PM

      1. Lunch

    9. WED1:05 PM - 1:45 PM

      1. Why ‘Small’ is Kind of a Big Deal

        Join Q2’s Chief Technology Officer, Adam Blue, as he explores the power of recentering your institution’s definition of success around the small wins—the wins we’re often conditioned to overlook. In a loud, confusing, and sometimes scary world, it doesn’t just feel good to celebrate the small stuff, it’s crucial to keeping your organization’s integrity and culture intact. Because after all, there’s no big win without the small ones that add up to it.

        Presenters
        • adam_blue

          Adam Blue

          Chief Technology Officer, Q2

    10. WED1:45 PM - 2:35 PM

      1. Fireside Chat: Building a Strong Team for the Future

        As the financial services market continues to grapple with a labor shortage and the fallout of The Great Resignation, banks and credit unions are looking at new ways they can not only attract and hire the best employees, but develop and retain the talent they already have. Succession planning; executive development; and diversity, equity, and inclusion initiatives are top priorities, as well as creating digitally focused teams to meet market demand for real-time everything.

        Join this discussion hear from a panel of leaders from financial institutions that are finding success by investing in and focusing on the foundation of their organizations: their people.

        Presenters
        • kim-rutledge-white-bg

          Kim Rutledge

          Chief People Officer, Q2

        • Bill-Schaninger-White-BG

          Bill Schaninger

          Senior Partner, Modern Executive Solutions

        • Stacy-Armijo

          Stacy Armijo

          Chief Experience Officer, Amplify Credit Union

        • rosanne-kern-white (1)

          Rosanne Kern

          SVP COO & National Sales Director Corporate Banking, Citizens Financial Group

    11. WED2:35 PM - 3:05 PM

      1. Networking & Refreshment Break

    12. WED3:10 PM - 4:00 PM

      1. Resilient and Ready: How to Thrive Through Challenge and Change

        In a world of constant change and uncertainty, success requires the ability to adapt and thrive no matter what challenges arise. In this session, Valorie Burton will help you understand how to create the building blocks of resilience.

        Presenters
        • Valorie-Burton

          Valorie Burton

          CEO, Coaching and Positive Psychology (CaPP) Institute

    13. WED4:00 PM - 4:15 PM

      1. Closing Remarks

        Presenters
        • kirk-coleman-white-bg

          Kirk Coleman

          President, Q2

    14. WED6:30 PM - 8:30 PM

      1. Dine Around Dinners

"Q2, as a technology company, established a platform to integrate multiple services and they took that same concept, brought it to BankOnPurpose and allowed us to network with other banks of different sizes and different backgrounds. It's more than just listening to speeches and presentations. It's about networking with other individuals." Hanmi Bank
“I came to the BankOnPurpose conference to collaborate with the different banks that are here and to understand the pain points that everybody else is going through, understand the market and come back with some new ideas to bring back to my team.” TD Bank
“I find myself always enjoying the conference but it also takes me from my head down environment of running a business to really thinking about where I need to be going, challenging my thoughts on my leadership style, learning from others about their leadership style, and really opening my mind to something beyond what I find myself getting suffocated in the day-to-day.” United Bank
“It wasn’t just a conference based on interest rates and market conditions. It’s really finding the motivational factors of how to create a better culture.” Cross Keys Bank
“Austin is great, when I left it was 40 degrees and raining in Maine, and when I came down here it’s 91 degrees, that was a nice change. Austin just has a great vibe to it.. it’s the perfect place for this conference.” TD Bank
“Just finished attending the BankOnPurpose Conference. It is truly one of the most thought provoking and relevant conferences I’ve been fortunate enough to attend the past two years.” United Bank

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