Agenda

Connect. Share. Grow. Here’s what to expect this year.

  • Breakfast

  • Artificial Intelligence: The Power of AI and the Future of Banking

    It's an exciting time to be a banker. We're seeing major advancements in technology that'll help banks better serve their customers, increase profits, and create cohesive internal banking systems.

    In this session, Carl Ryden, CEO of PrecisionLender, will share where he believes artificial intelligence, financial technology, and the banking industry are headed based on what he's seeing and hearing in the industry across the world. You'll learn more about PrecisionLender's efforts to bring the best insights to your relationship managers exactly when they need them with the help of Andi, PrecisionLender's instance of artificial intelligence. And you'll hear what PrecisionLender is working on in 2018 to make its clients more successful.

  • Customer Experience: Win More Customers with Service Design

    Thomas Stewart & Patricia O’Connell Today’s customers are constantly bombarded with new innovations, services, and products. How do you stand out when your money is just as green as the bank’s down the street?

    In this session, Tom Stewart and Patricia O'Connell, authors of the book "Woo, Wow, and Win," will share what service design is (and isn't) and why it's important to serving your customers and standing out in the crowd. They'll discuss the science behind the framework and how you can design your company around service. You'll also learn the 5 elements of service design and hear about companies who've successfully implemented these practices within their organizations.

  • Connect: Networking & Refreshment Break

  • Professional Development: Take Your Leadership Skills to the Next Level

    With the introduction of automation and artificial intelligence, we’re watching as our work environments are beginning to change. As a leader, are you doing all you can to make sure you’re staying on top of these changes, while leading effectively at the same time?

    In this session, Lorraine Moore, who spent 23 years as an executive at TD Bank, will teach you how to create a culture that is authentic and accountable. She’ll share how to foresee trends and disruptors, so that you can lead your organization into the future with keen insight and accountability.

  • Lunch

Continue to check back in as we add sessions to the agenda.