Schedule

Friday, June 16

7:00 AM — 7:45 AM

Sunrise Yoga

Ballroom JK Pre-Function Space
7:00 — 7:45 AM

Sunrise Yoga

Ballroom JK Pre-Function Space
7:30 AM — 8:30 AM

Networking Breakfast

7:30 — 8:30 AM

Networking Breakfast

Sponsored by:

8:30 AM — 9:15 AM

Nandita Bakhshi, CEO, Bank of the West, and Jennifer Tescher, President & CEO, CFSI: “Culture at the Core”

8:30 — 9:15 AM

Nandita Bakhshi, CEO, Bank of the West, and Jennifer Tescher, President & CEO, CFSI: “Culture at the Core”

Declared the No. 1 “Woman to Watch” by American Banker, Nandita Bakhshi will take the stage to talk about how to build strong financial institutions focused on customer engagement and employee well-being.  Hear her talk about building a culture that’s passionate about its customers and the role that technology will play for growth companies in financial services.

9:15 AM — 9:25 AM

Big Idea: Turning 76 Billion Transactions into Insights

9:15 — 9:25 AM

Big Idea: Turning 76 Billion Transactions into Insights

You’re a $2 trillion bank in the US, sitting on an unparallelled wealth — a wealth of client transactional data.  How do you turn the data into a tool for policymakers, businesses, and nonprofits to enable better decision-making for global prosperity? You launch an institute.  

9:25 AM — 10:15 AM

Bridging the Divide between Corporate and Social Good

9:25 — 10:15 AM

Bridging the Divide between Corporate and Social Good

The U.S. financial sector is often seen as putting profit over people — but is that changing?  Hear from some of the financial services sector’s biggest advocates for integrated corporate and social good strategies. They share why they believe that businesses and consumers alike can benefit from shared value strategies that are core to their brand and their business — and why profit shouldn’t be sacrificed in doing so.

10:15 AM — 10:45 AM

Networking Break

10:15 — 10:45 AM

Networking Break

Sponsored by:

FactorTrust
10:45 AM — 11:30 AM

FinTech, Regulation, and the Way Forward

10:45 — 11:30 AM

FinTech, Regulation, and the Way Forward

Fintech offers an opportunity to provide inclusive financial services to individuals and small businesses.  What does today’s regulatory regime mean for how the sector will partner and grow over the next decade?  Join us for a conversation about the balance of regulation and innovation, state and federal frameworks, and achieving consumer well-being in a today’s financial marketplace.  

11:30 AM — 11:40 AM

Big Idea: Disrupt or Be Disrupted

11:30 — 11:40 AM

Big Idea: Disrupt or Be Disrupted

Named one of the most innovative companies in finance 2016, Goldman Sachs enters consumer lending with a product you might not expect. Hear their chief strategist and head of the bank explain what they hope to achieve, and who Marcus is.

11:40 AM — 12:30 PM

Point-Counterpoint: Taking Sides

11:40 — 12:30 PM

Point-Counterpoint: Taking Sides

In a dynamic close to the conference, some of the event’s most opinionated voices will debate the future of the financial services industry — plus we’ll take the pulse of audience members through an interactive voting mechanism.  Join us to hear how your peers react to the topics of our day.

1:00 PM — 5:00 PM

Post-Conference: FinX: An Experiential Workshop

1:00 — 5:00 PM

Post-Conference: FinX: An Experiential Workshop

Profoundly change the way you understand consumer challenges and design financial products. FinX is an empathy-building experience that helps innovative companies catalyze their design processes. During this half-day experience, CFSI staff takes participants through the local community, conducting real financial transactions that unbanked Americans face every day. Following the exercise, we facilitate a reflection on the experience with peers, uncovering valuable insights to improve strategy, community relations, financial education, and product design. Don’t miss this opportunity – space is limited and will fill up quickly.

Cost: $299