Agenda

Speaker: Matt Dunsmoor | Simon Sinek, Optimist Instructor
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

Speaker: Dr. Leda Glyptis | NED, Advisor, Author 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.

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.

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.

Moderator: Katharine Briggs | SVP of Customer Success, Q2
Panelists:
Kirk Coleman | President, Q2
Jeff Lee | Chief Operations & Technology Officer, Seacoast Bank
Heidi Mekjian | Director of Treasury Management, Flagstar Bank

Speaker: Adam Blue | Chief Technology Officer, Q2
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. 

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.

Moderator: Kim Rutledge | Chief People Officer, Q2
Panelists:
Bill Schaninger | Senior Partner Emeritus, McKinsey & Company
Stacy Armijo | Chief Experience Officer, Amplify Credit Union
Rosanne Kern | SVP COO & National Sales Director Corporate Banking, Citizens Financial Group

Speaker: Valorie Burton | CEO, Coaching and Positive Psychology (CaPP) Institute
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.

Speaker: Kirk Coleman | President, Q2