FinXTech, powered by Bank Director, is bringing financial leaders more opportunities to explore the technologies that are available to improve financial institutions to succeed and grow in the future. Together with Autobooks and Microsoft, Bank Director is thrilled to announce a series of virtual Regional One Day Events (R.O.D.E.’s). Each FinXTech R.O.D.E. includes expert speakers, moderated panels, and virtual peer collaboration exercises.

While all financial industry participants are welcome, this Central U.S. R.O.D.E. is designed specifically for institutions located in the northwest and midwest parts of the country. Despite being a virtual event, inviting attendees from a single region allows each R.O.D.E. agenda to be tailored to local trends and topics of interest. Additionally, with a maximum of 50 attendees per R.O.D.E., valuable connections can be made with industry leaders and technology experts that best understand the region’s current fintech landscape.

For more information regarding registration, sponsorship, and/or program cancellation policies, please email events@bankdirector.com or call 877-397-7595.

The rate includes all event materials and access to recorded sessions after the event.

Registration Rates:
Standard Individual Rate: $95

Membership Program Conference Rates
If your financial institution is a participating program member you can receive a free pass to attend this virtual event. Please contact our events department directly at 877-397-7595 or events@bankdirector.com. For questions or to find out more about our membership program, please email finxtech@bankdirector.com.

Payments & Cancellation
Conference registration includes participation in all event sessions and access to the recorded sessions after the event. 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

If you are unable to attend for any reason, substitute participants from the same financial institution or technology company are welcomed, or you may cancel with a full refund.

For more information regarding registration, sponsorship, and/or program cancellation policies, please email events@bankdirector.com or call our events department at 877-397-7595.

• Thursday, August 20

  9:00 AM – 9:10 AM CST
  Welcome: Setting the Stage
  Al Dominick, CEO, Bank Director and FinXTech
  David Koscheski, Director, US Financial Services Industry, Microsoft
  Derik Sutton, Vice President Product & Experience, Autobooks
  To kick off August’s R.O.D.E., we talk about the accelerated shift to digital delivery and trends we don’t see reversing.  In addition, talk about the consolidation of the payments sector — and why this goes hand-in-hand with consumer behavior.  Finally, touch on some of the stresses being felt by small and mid-size businesses right now, and what that means for the financial sector.

  9:10 AM – 9:30 AM CST
  Building a Digital Strategy
  Amber Buker, Program Director FinXTech Connect, Bank Director
  John Kamin, EVP and Chief Information Officer, Provident Bank
  This session shares insights into how banks can approach the task of identifying customer needs and building technology partnerships to meet them. During the session you will hear one bank’s success story, and what they did to hone in on which functions provide real value to their customers and the bank.

  9:30 AM – 10:00 AM CST
  Negotiating with Fintechs – Beyond Due Diligence
  Raj Patel, Co-Founder, COO & CFO, MANTL
  When fintech startups began to emerge, many were touted as “disruptors” who would put the “financial industry dinosaurs” out of business — it hasn’t quite worked out that way. Instead, financial technology is impacting the industry in three main ways: changing consumer behavior, creating new business models and changing the basis of competition in the industry. This session reviews the principal issues financial institutions should address when evaluating their relationships with new fintechs, whether as a service provider, partner or affiliate. This session also reviews key contractual considerations and the importance of sharing the responsibility for, and benefits of, success.

  10:00 AM – 10:30 AM CST
  Break

  10:30 AM – 10:45 AM CST
  Integration That Worked
  Alain Glanzman, VP Small Business Banking, Radius Bank
  Derik Sutton, Vice President Product & Experience, Autobooks
  Once a financial institution decides to integrate a new technology or work with a fintech, what are the next steps? What issues need to be considered and addressed prior to integration? What are things to keep in mind as the institution works together with the fintech – cost, culture, talent and timing? During this session, we hear from a financial institution leader who has had a successful integration.

  10:45 AM – 11:30 AM CST
  Peer Collaboration Exercise
  What technologies allow a financial institution to grow their business? Is it through a partnership model or by providing a solution to allow the institution to better service the needs of their clients and expand their market share?  How can a financial institution unleash the true potential of fintech companies – and in return, how do technology companies expand their distribution?  During this session, attendees meet in predetermined small groups to discuss the opportunities and challenges that lie ahead as fintechs and financial institutions work to integrate new products and innovations. Peer Collaboration is exclusive to bankers and a limited number of representatives from sponsoring companies only.  Attendees must be registered by August 18 to participate in this session.

  11:30 AM – 12:30 PM CST
  Break

  12:30 PM – 1:00 PM CST
  Growth Lessons Learned from a Digital-Only Branch Strategy
  Nathaniel Harley, Co-Founder & CEO, MANTL
  Dale Oberkfell, President & CFO, Midwest BankCentre
  Now more than ever, financial institutions need digital solutions to drive deposit growth. Midwest BankCentre, a 113-year old family-owned bank, teamed up with MANTL to launch Rising Bank, a digital-only branch that raised $75 million in its first 10 weeks at a 60% lower operating cost compared to physical branches. Learn about Midwest BankCentre’s amazing growth trajectory.

  1:00 PM – 2:00 PM CST
  Demonstration Sessions
  Scott Magruder, Regional Account Manager, Velocity Solutions, LLC
  Ryan Fair, Senior Technical Specialist, Financial Services, Microsoft
  Nick Lazo, Vice President of Integrated Payments, Autobooks
  Derik Sutton, Vice President Product & Experience, Autobooks
  Moderated by: Amber Buker, Program Director, FinXTech Connect
  Participants will hear from three technology companies as they provide a demonstration of their product or service, and explain how financial institutions can best use their product or service. After all three demos, participants will have a chance to ask questions of the fintech providers.

• Who should attend this FinXTech R.O.D.E.?

  Exclusive to the first 50 registrants, this event was designed for technology leaders and a financial institution’s Chief Executive Officer, Chair of the Board, President, CIO, CTO, CFO, COO, head of retail, head of lending and those executives charged with growing the institution through new product innovations and technology. This Central Region R.O.D.E. is designed specifically for financial institutions located in the northwest and midwest parts of the U.S.

• Why should I attend?

  FinXTech connects a hugely influential audience of U.S. financial institution leaders with technology partners at the forefront of innovation. During the one-day virtual event, attendees experience first-hand demonstrations of the latest, vetted technology solutions for banks, discuss issues of integration and exchange ideas with their peers around emerging opportunities. This event uncovers the partnerships, collaborations and strategic investments that lead to top-line growth and bottom-line profits.

• What if I miss one of the sessions the day of the event?

  All sessions will be recorded and made available to registered participants after the event.

• How much does this event cost?

  The standard individual registration rate is $95. All Bank Director Bank Services Program Members can receive complimentary access to FinXTech R.O.D.E.’s. For questions or to find out more about Bank Director’s membership program, please email bankservices@bankdirector.com.

• Where can I register for FinXTech R.O.D.E?

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

• What if I need to cancel my registration?

  If you are unable to attend for any reason, substitute participants from the same financial institution or technology company are welcomed, or you may cancel with a full refund.

  For more information regarding registration, sponsorship, and/or program cancellation policies, please email events@bankdirector.com or call our events department at 877-397-7595.