As the very concept of banking evolves, we find an ever-growing number of financial institutions seeking out growth and efficiencies through the application of financial technologies. In May, Bank Director presents Experience FinXTech – an event to connect key business leaders from across the financial industry.

As industry leaders contemplate the “how, when and why” of transforming their institution, three key concepts that are discussed and debated:

• Adaptability
• Optionality
• Growth & Efficiency

Over a one and a half day period, we take a close look at the implications of technology on the business of banking, explore how and where banks might generate top-line growth and bottom-line profits through the cultivation of new business relationships, collaboration and strategic investments. 

Event Highlights Include:

• Peer Exchange Discussions:  The Opportunities & Challenges
• Growth Focused Presentations
• FinXTech Connect Demonstrations
• Interactive Technology Sessions

Pre-Conference Opportunity | Wednesday, May 4

Small Business Banking Workshop
This pre-conference workshop includes three sessions — all focused on small business. Each session offers educational content and data insights, coupled with session guides to be completed by the participants. Attendees come away not only with the knowledge to better understand what is happening today but a practical plan to upgrade small business banking at their institution. Please note, an additional registration fee does apply to attend the pre-conference workshop.

For more information, please contact our events department directly at events@finxtech.com or 877-397-7595.

• Wednesday, May 4

  Small Business Banking Workshop | Wednesday, May 4
  Sponsored by: Autobooks, MANTL and Segmint
  

  Small business is in a state of transition. Technology is enabling local businesses to do more online, more individuals are leaving the traditional workforce to start their own businesses and banks are increasingly having to compete with third-party app providers for small business relationships. Is your bank prepared to face these challenges?

  Register and join our Small Business Banking Workshop to build a strategy to attract, activate and grow small business relationships.

  The workshop includes three sessions — all focused on small business. Each session offers educational content and data insights, coupled with session guides to be completed by the attendee. Attendees come away not only with the knowledge to better understand what is happening today but a practical plan to upgrade small business banking at their institution.

  12:00 PM – 1:00 PM
  Lunch + Registration

  1:00 PM – 2:00 PM
  Session 1: Attract
  Derik Sutton, Vice President of Marketing, Autobooks
  Small business owners need more than the traditional banking services offered by most banks today. This session provides voice of the customer research and data insights to help paint a picture of what’s needed by today’s small business owner.

  Based upon customer feedback and data insights, attendees design a new small business checking account. The session guide leads you through the process of building a new small business account, and accompanying marketing page, that is more likely to attract small businesses in your market versus the competition.

  2:00 PM – 2:15 PM
  Break

  2:15 PM – 3:30 PM
  Session 2: Activate
  Evan Kirshner, Director of Sales, MANTL
  40% of community institutions rate their business account opening processes as “somewhat or very poor” – and 53% say these broken processes limit their ability to grow. This session offers some guiding principles to help you open more accounts faster and create a more positive experience for your customers and your team. Attendees will learn:

  • What omnichannel really means—and why it matters more than ever
  • How to “bite-size” the application process for a more risk-based approach
  • The out-of-date practices that are killing your user experience
  • What can and cannot be automated using the latest technologies

  How long should opening a business deposit account take? In this session, attendees will estimate the time it would take their teams to accomplish each critical step to originate an account for a few sample business cases. We’ll then reveal some industry-wise benchmarks of how the average bank performs today to see how you compare. Lastly, we’ll share data showcasing how these timelines change with a 100% digital process.

  3:30 PM – 3:45 PM
  Break

  3:45 PM – 5:00 PM
  Session 3: Grow
  Rachel O’Neill, Senior Sales Engineer, Segmint
  Small business relationships have been historically underserved and difficult to maximize – but there is hope! The insights needed to reverse those trends are available in your banking data. With data at the foundation of your SMB strategy, the team from Segmint will help your bank better understand:

  • Which third party apps your customers are using to accept and make payments
  • The consumer checking accounts that are actually being leveraged to manage a small business
  • Additional growth opportunity available from existing customers that are using banking products through a competitor
  • The total dollar volume that is leaving your bank, and where it is going

  Your bank’s executive team is probably challenging you to find new ways to increase non-interest fee income and product cross sales from existing customer relationships. This session is designed to help you address that request with a data-driven plan of attack for your small business portfolio. During this session, we work with live bank data to discover the hidden small business market opportunity and build a targeted marketing campaign designed to drive new small business growth.

  5:00 PM – 6:00 PM
  Welcoming Reception + Registration
  Sponsored by:  Jack Henry & Associates, Inc.
  This one and a half day program encourages conversation, inspiration and transformation. Before the lights come up, our welcoming reception provides participants the chance to meet and mingle with their contemporaries from across the country.

• Thursday, May 5

  7:00 AM – 8:00 AM
  Breakfast + Registration
  Sponsored by: Jack Henry & Associates, Inc.

  8:00 AM – 8:05 AM
  Leaning Into Growth
  Al Dominick, Board Member, Bank Director | FinXTech
  We open the the event by focusing on three concepts that lean into growth and transformation: adaptability, optionality and efficiency.

  8:05 AM – 8:25 AM
  Financial Fragmentation:  Threat & Opportunity
  Lee Wetherington, Senior Director of Corporate Strategy, Jack Henry & Associates, Inc.
  Ecosystem disruption continues. In pursuit of more convenience in their financial lives, consumers have unintentionally made them more complex to manage. It is not uncommon for young couples to do business with 30 to 40 financial service providers. The good news is that financial institutions are well positioned to solve for financial fragmentation, simplify account holders’ financial lives and achieve first-app status in the process. But getting there requires a clear embedded fintech strategy. Join this session for an eye-opening review of how banks and fintechs are working together to solve for financial fragmentation and curate differentiated digital experiences.

  8:25 AM – 8:55 AM
  Creating the Business Case
  Sam Kilmer, Managing Director, Fintech Advisory Leader, Cornerstone Advisors, Inc.
  Moderated by: Michelle King, President, Bank Director | FinXTech
  This session focuses on addressing your technology gaps so that you can create a business case for something new and better.

  8:55 AM – 9:45 AM
  The How, When + Why
  During the event, we host 3 How, When + Why sessions that showcase 5 technology companies in FinXTech Connect that banks should be aware of as they consider new strategies. Each presenter addresses the problem their company’s technology solves, the bank’s benefit and the steps to move forward. Each presenting company also has a space in the FinXTech Demo Hall and participants are encouraged to visit their booth to find out more information about the company’s product or service.

  Relationship Banking in the Digital Era
  Chris Gufford, General Manager – Commercial Lending, nCino

  Cannabis Banking, Simplified
  Tony Repanich, President & Chief Operating Officer, Shield Compliance, LLC

  How to Open Deposit Accounts in Under 3 Minutes
  Jeff Calnen, Account Executive, MANTL

  Turn Frontline Bankers into Digital Experts and Grow Your Digital Banking Business
  John Findlay, CEO, LemonadeLXP

  Better Monetize Small Business Relationships by Understanding How They Get Paid
  Derik Sutton, Vice President of Marketing, Autobooks

  9:45 AM – 10:15 AM
  Interactive Demonstrations + Refreshment Break
  Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

  10:15 AM – 11:00 AM
  Creating New Delivery Channels
  Ben Conant, Co-Founder & Chief Technology Officer, MANTL
  Crystal Kaldjob, Partner, Morrison & Foerster LLP
  Nick Woodcock, SVP and Group Executive, Digital Banking, FIS
  Moderated by:  Al Dominick, Board Member, Bank Director | FinXTech
  There are many common delivery channels for banks, such as branches, ATMs and mobile banking. New channels include those offered via Banking-as-a-Service, think white-labeled or co-branded services offered to non-banks to serve particular customers. Another channel is the digital delivery of banking services via APIs (Application Programming Interfaces) to reach a greater number of customers at a lower cost by teaming up with non-financial businesses. Hear from three experts on what these new channels look like and how to create them at your financial institution.

  11:00 AM – 11:50 AM
  The How, When + Why
  The second How, When + Why session showcases 5 technology companies in FinXTech Connect that banks should be aware of as they consider new strategies. Each presenter addresses the problem their company’s technology solves, the bank’s benefit and the steps to move forward. Each presenting company also has a space in the FinXTech Demo Hall and participants are encouraged to visit their booth to find out more information about the company’s product or service.
  

  Reimagine Digital Banking with Apiture’s Innovative, API-first Platform
  George Ekdahl, SVP, Sales, Apiture

  Unlock the Power of Your Data with KlariVis
  Kim Snyder, CEO & Founder, KlariVis
  
  Simply Smarter Business Lending
  Sanjay Bhaskar, Vice President, Business Development & Partnerships, StreetShares, Inc.

  Banking the Full Legal Cannabis Ecosystem
  Mike Kennedy, Co-founder, Chief Strategy Officer, Green Check Verified

  Competing and Winning Through Digital Innovation
  Dean Jenkins, Vice President, Product Marketing, Q2

  11:50 AM – 1:00 PM
  Interactive Demonstrations + Networking Lunch
  Sponsored by:  Jack Henry & Associates, Inc.
  Have lunch with key business leaders while also exploring the latest technologies changing the financial industry.

  1:00 PM – 1:45 PM
  Where To Invest Your Bank’s Time & Money
  Chad Davison, Director, Client Solutions Consulting, Fiserv, Inc.
  Aaron Donaldson, Principal, Technology and Management Consulting, RSM US LLP
  Benjamin Wallace, CEO, Summit Technology Group
  Moderated by: Naomi Snyder, Editor-in-Chief, Bank Director
  As your bank focuses on the future, decisions need to be made on where to invest time and money. But with the many options you could choose, what is best for your bank? Hear from three leaders in the space on where you might want to invest and why.

  1:45 PM – 2:35 PM
  The How, When + Why
  The final How, When + Why session provides participants an additional opportunity to hear from 5 technology companies in FinXTech Connect that banks should be aware of as they consider new strategies. Each presenter addresses the problem their company’s technology solves, the bank’s benefit and the steps to move forward. Each presenting company also has a space in the FinXTech Demo Hall and participants are encouraged to visit their booth to find out more information about the company’s product or service.

  When It Comes to Payments… Smart Makes the Difference
  Jim Kern, Chief Sales Officer, Payrailz

  Become a Digital-First Financial Institution with Narmi
  Jay Vandegriff, Director of Sales, Narmi Inc.

  3 Innovative Playbooks for Driving Growth in Business Lending
  Dan O’Malley, Co-founder & CEO, Numerated

  The 4 P’s of Getting Customer Digital Engagement Right
  Matt Phipps, Head of Marketing, Agent IQ

  How To Turn Account Openers Into Multi-Product Relationships
  Ted Brown, Co-founder & CEO, Digital Onboarding, Inc.

  2:35 PM – 3:05 PM
  Interactive Demonstrations + Refreshment Break
  Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

  3:05 PM – 4:05 PM
  Peer Exchange Session 1: Opportunities
  The peer exchange discussions allow participants the chance to share the opportunities facing both banks and fintechs when working together to grow their businesses. Please note: participation in the peer exchange sessions is exclusive to registered bank attendees and those companies presenting a FinXTech Connect demonstration.

  Sample discussion questions include:

  • What technologies do you find most interesting to consider at your bank?
  • Is your bank investing in any new technology right now?
  • In what area of fintech do you believe your bank will receive the highest ROI if you were to partner?
  • What is your bank doing to improve your customer’s experiences through the use of technology?
  • What type of fintech have you partnered with? What was the outcome of that partnership?
  • What success has your bank/fintech had with partnerships/collaboration?

  4:15 PM – 4:45 PM
  From Near to Niche: Going Beyond the Traditional Boundaries in Banking
  Jody Guetter, Executive Vice President of Market Innovation, Nymbus
  As the competitive landscape for traditional financial institutions grows and concerns around margin, stagnant growth and revenue continue to keep increasing, bank and credit union leaders are faced with rethinking their customer acquisition strategy to ensure long-term sustainable growth for their institution. A bank acquisition strategy might seem like the tried and tested strategy to increase market share and customer volume, but it can be costly, burdensome and time-consuming. In this session, we discuss how to rethink alternative paths to growth through niche digital banking strategies that go beyond the traditional boundaries of banking.

  4:45 PM – 5:45 PM
  Interactive Demonstrations + Networking Reception
  Sponsored by:  Green Check Verified
  This one and a half day program encourages conversation, inspiration and transformation.  The networking reception allows participants to meet and mingle with executives and key leadership teams from across the banking and financial technology industries.

   

   

• Friday, May 6

  7:00 AM – 8:00 AM
  Breakfast + Interactive Demonstrations
  Sponsored by:  RSM US LLP
  

  8:00 AM – 8:10 AM
  Everything Is Technology
  Emily McCormick, Vice President of Research, Bank Director
  Vice President of Research Emily McCormick reflects on the common thread running through Bank Director’s recent surveys: technology. She also asks whether the most successful institutions will consider themselves to be technology companies — not banks.

  8:10 AM – 8:40 AM
  Valuations:  Technology-Enabled Banks from an Investor’s Perspective
  As technology has begun to change the face of the banking industry, investors are starting to value those banks at the forefront of this change through a different lens.  This session discusses how investors are identifying banks that are embracing technology in a way that will drive outsized returns and how they may be applying different valuation metrics than historically applied to traditional banks.

  8:40 AM – 9:25 AM
  How To “Embed” With the Best of Them
  Gordon Bowman, Head of Partnerships, Lendflow
  Chris Gufford, General Manager – Commercial Lending, nCino
  JB Orecchia, President & CEO, SavvyMoney, Inc.
  Moderated by:  Al Dominick, Board Member, Bank Director | FinXTech
  Here, we shine a light on the integration of fintech products and services into financial institutions’ product sets, websites, mobile applications and business processes.

  9:35 AM – 10:35 AM
  Peer Exchange Session 2:  Expanding Your Horizons
  This second round of peer exchange discussions allows participants the chance to share strategies for innovation and technology implementation. Please note: participation in the peer exchange sessions is exclusive to registered bank attendees and those companies presenting a FinXTech Connect demonstration.

  Sample discussion questions include:

  • Has your bank increased, or is planning to increase, its technology budget during 2022? If so, what were the primary drivers of this?
  • How do you find new fintech opportunities to explore?  What does your due diligence process entail?
  • Who is involved in the decision-making process when considering a new partner/vendor?
  • Have you considered a separate digital bank or brand?  Have you been able to expand outside your bank’s physical footprint?

  10:35 AM – 11:05 AM
  Interactive Demonstrations + Refreshment Break
  Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

  11:05 AM – 11:50 AM
  General Session: Since Your Customers Don’t Want Disruption…
  Jeff Dick, Chairman & CEO, MainStreet Bancshares, Inc. and MainStreet Bank
  Jennifer Frost, Chief Administrative Officer, Customers Bank
  Moderated by:  Michelle King, President, Bank Director | FinXTech
  Demand for innovation comes out of necessity, not luxury. Consumer and business customers both want new kinds of value that make life easier for them. But they don’t want to take a step backwards while new initiatives roll out.

The rate includes all conference activities, materials, meals and beverages at the event site. The price does not include travel or hotel accommodations.

Conference Rates:
Early Individual Banker Rate: $1,595 (Expires March 31, 2022)
Standard Individual Banker Rate: $1,795
Standard Group Banker Rate: $1,495 (For groups of 3 or more from the same financial institution.)

Pre-Conference Rate:
Small Business Banking Workshop: $895

Guest Rate: $150
The guest rate of $150 covers breakfast on Thursday and Friday, as well as all evening receptions. Guests are not allowed to attend sessions. If a guest would like to attend the sessions, please register them as an attendee. A guest is a spouse, significant other or friend who is not in a financial services occupation. A co-worker (even a spouse co-worker) or an associate within the financial services industry is not considered a guest and should register as an attendee.

Vendor Rate: $2,500
This fee applies to attendees who are not officers or directors of an FDIC-insured financial institution, such as board advisors/observers, investment bankers, attorneys, accounting firms, technology firms and other vendors and service providers. Bank Director reserves the right to verify your company profile and adjust your registration rate if necessary. If you are interested in speaking, sponsoring or demoing during the event, please contact John Michael Alday at jalday@bankdirector.com.

Hotel Accommodations
Our room block at Austin Marriott Downtown is now closed, but they do have limited availability. Here is a list of surrounding hotel options:

Payments & Cancellation
Conference registration includes admittance to all conference activities and the conference materials. Payment will be accepted by check, American Express, Visa, MasterCard or Discover. If paying by check, please make payable to DirectorCorps, Inc. and include the attendee’s name(s) and/or a copy of the registration form and mail to:

Conferences
Bank Director
201 Summit View Drive, Suite 250
Brentwood, TN 37027

Due to commitments and expenses, all cancellations after March 24, 2022 will be subject to a $225 processing fee. We regret that no refunds will be given after April 14, 2022; however, substitute participants are welcomed. DirectorCorps, Inc. assumes no liability for any nonrefundable travel, hotel or related expenses incurred by registrants.

For more information regarding registration, refunds, concerns and/or program cancellation policies, please contact our events department at 877-397-7595 or events@finxtech.com.

About the hotel – A chic urban retreat in the heart of Austin. The Austin Marriott Downtown features over 600 iconic guest rooms including 25 stunning suites, a rooftop pool with breathtaking views, two-level lobby bar, a signature restaurant, Corinne, and a rooftop tropical bar with tiki cocktails. Enjoy being steps away from Lady Bird Lake, popular shops and restaurants.

Nearby Accommodations
Our room block at Austin Marriott Downtown is now closed, but they do have limited availability. Here is a list of surrounding hotel options:

Driving Directions from Austin-Bergstrom International Airport (AUS)
Get on TX-71 W from Presidential Blvd. Continue on TX-71 W. Take E Riverside Dr. and N Interstate 35 Frontage Rd to E 1st St/E Cesar Chavez St. Destination will be on the right.

• Who should participate in Experience FinXTech?

  Bank participants include Chief Executive Officers, Chairs of the Board, Presidents, CMOs, CIOs, CTOs, CFOs, COOs, heads of strategy, lending and retail, and those executives charged with growing the bank through new product innovations and technology.

• Why should I participate in Experience FinXTech?

  Experience FinXTech connects a hugely influential audience of U.S. bank leaders with technology partners at the forefront of innovation. Throughout the one and a half day event, participants will experience first-hand demonstrations of the latest, vetted technology solutions for banks. For banks, this event uncovers the partnerships, collaborations and strategic investments that lead to top-line growth and bottom-line profits.

• How much does this event cost and what does the fee cover?

  The standard individual in-person registration rate for bankers is $1,795. This fee includes all conference activities, materials, meals and beverages at the event site. This price does not include travel or hotel accommodations.

  The vendor rate of $2,500 applies to attendees who are not officers or directors of an FDIC-insured financial institution, such as board advisors/observers, investment bankers, attorneys, accounting firms, technology firms and other vendors and service providers. Bank Director reserves the right to verify your company profile and adjust your registration rate if necessary.

• Where can I register for Experience FinXTech?

  You may register online or call our events department at 877-397-7595.

• How can I pay?

  Payments are accepted by check, Visa, MasterCard, Discover or American Express. Please make checks payable to DirectorCorps, Inc., and include the attendee’s name(s) and/or a copy of the registration form, and mail to:

  Conferences
  Bank Director
  201 Summit View Drive, Suite 250
  Brentwood, TN 37027

• Where can I find more hotel information?

  Our room block at Austin Marriott Downtown is now closed, but they do have limited availability. Here is a list of surrounding hotel options:
  

  The LINE Austin
  0.1 miles
  (512) 478-9611
  111 East Cesar Chavez
  Austin, Texas 78701

  Hyatt Place Austin Downtown
  0.3 miles
  (512)476-4440
  211 East 3rd Street
  Austin, Texas 78701

  Hampton Inn & Suites Austin – Downtown
  0.4 miles
  (512) 472-1500
  200 San Jacinto Blvd.
  Austin, Texas, 78701

  Fairmont Austin
  0.5 miles
  (512) 600-2000
  101 Red River Street
  Austin, Texas 78701

• What if I need to cancel my in-person registration at the conference?

  Due to commitments and expenses, all cancellations after March 24, 2022 will be subject to a $225 processing fee. We regret that no refunds will be given after April 14, 2022; however, substitute participants are welcomed. DirectorCorps, Inc. assumes no liability for any nonrefundable travel, hotel or related expenses incurred by registrants.

  For more information regarding refunds, to register, concerns and/or program cancellation policies, please email events@finxtech.com or call our events department at 877-397-7595.

• May guests attend the event?

  The guest rate of $150 covers breakfast on Thursday and Friday, as well as all evening receptions. Guests are not allowed to attend sessions. If a guest would like to attend the sessions, please register them as an attendee. A guest is a spouse, significant other or friend who is not in a financial services occupation. A co-worker (even a spouse co-worker) or an associate within the financial services industry is not considered a guest and should register as an attendee.

• What is the recommended attire for this conference?

  Business casual is recommended for all Bank Director events unless otherwise noted.

  For more information and to register for Experience FinXTech, please email events@finxtech.com or call our events department at 877-397-7595.

Commitment to Clean
As Marriott welcomes you back to their hotels around the world, they are committed to providing you with a safe environment that aligns with expert protocols for working to defeat COVID-19. Consisting of in-house and outside experts in food and water safety, hygiene and infection prevention, and hotel operations, their Marriott Cleanliness Council is redefining their cleaning and safety standards. They will actively monitor and evolve their solutions to ensure a continued focus on the health and safety of their guests and associates.

When guests check into Marriott’s hotels over the next few months, they will notice a number of additions to the company’s regimen designed to set an even higher standard of cleanliness for the hotels. Specific area of focus include:

Face Coverings
Providing a safer environment for our guests and associates is a top priority.

For the U.S. – fully vaccinated guests are no longer required to wear face coverings or social distance in indoor or outdoor areas of the hotel, unless required by local law. They ask that unvaccinated guests and associates continue to wear face coverings and practice social distancing when they are in public spaces inside the hotel. All Associates working in substantial or high transmission areas as defined by the CDC are required to wear face coverings when indoors.

Surface Areas and Public Spaces
In public spaces, the company has added to its already rigorous cleaning protocols, requiring that surfaces are treated with hospital-grade disinfectants and that this cleaning is done with increased frequency. In guest rooms, Marriott has added to its detailed cleaning practices, requiring all surfaces to be thoroughly cleaned with hospital-grade disinfectants. In the US, wipes will be available upon guest request at the front desk.

These new enhanced cleaning technologies including electrostatic sprayers to sanitize surfaces throughout the hotel. We are using air purifying systems that are effective against viruses in the air and on surfaces. Learn more about our partnership with Ecolab and their products.

Guest Contact
To help alleviate the risk of COVID-19 transmission through person-to-person contact, Marriott will be using signage in its lobbies to remind guests to maintain social distancing protocols and will remove or re-arrange furniture to allow more space for distancing. The company is planning to add partitions at front desks to provide an extra level of precaution for its guests and associates and is working with supply chain partners to make masks and gloves available to associates. You’ll see more hand sanitizing stations around Marriott’s hotels – near the entrances and front desks, elevator banks and fitness and meeting spaces.

Food Safety
At Marriott, food handlers and supervisors are trained on safe food preparation and service practices. The company’s food and beverage operations are required to conduct self-inspection using its food safety standards as guidelines, and compliance is validated by independent audits. Marriott is also enhancing sanitation guidelines and training videos for associates that include hygiene and disinfecting practices. In addition, the company is modifying its operational practices for in-room dining and designing new approaches to buffets.

For more information, visit: https://clean.marriott.com/