CBA Webinars

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Maren Colon
mcolon@consumerbankers.com
202-552-6394

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  • CECL Readiness: Putting the Puzzle Together

    Contains 1 Component(s) Includes a Live Event on 10/04/2018 at 1:00 PM (EDT)

    Join Equifax and Moody’s Analytics as we explore what is needed to help get your organization CECL ready.

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    PRESENTER(S):

    Cristian deRitis, PhD, senior director at Moody’s Analytics

    Amy Graybill, Vice President of Product Innovation and Management, Equifax, Inc.

    Vishal Puri, Senior Director of Product Management, Equifax, Inc.

    ABOUT THE WEBINAR:

    With current expected credit loss (CECL) implementation deadlines looming, many financial institutions find themselves still piecing the puzzle together. Whether you are looking to analyze data gaps, build models, ensure platform support or develop governance processes, there are many factors to consider in your CECL journey. Join Equifax and Moody’s Analytics as we explore what is needed to help get your organization CECL ready.

    THIS WEBINAR WILL COVER:

    1. Requirements of CECL
    2. Levels of CECL readiness
    3. Key considerations for retail portfolios
    4. Putting the puzzle together – Data, Model, Platform, Governance

    TOP 3 BENEFITS TO ATTENDEES:

    1. Understand impending regulatory changes
    2. Better assess your CECL readiness
    3. Understand potential issues and nuances for retail portfolios 


    Cris deRitis

    Senior Director, Moody's Analytics

    Cristian de Ritis is a senior director at Moody’s Analytics where he conducts economic analysis and develops econometric models for a variety of clients.  His regular analysis and commentary on consumer credit, housing and the broader economy appear on the firm’s Economy.com web site. He is regularly quoted in publications such as the Wall Street Journal for his views on the economy and consumer credit markets.   Dr. de Ritis also gives frequent presentations on the state of the economy and credit markets to a wide variety of audiences.

     Before joining the Moody’s Analytics West Chester PA operation, Cristian worked for Fannie Mae and taught at Johns Hopkins University. He received his PhD in economics from Johns Hopkins University for his work on the relationship between income inequality and technological change.  He is named on two US patents related to credit modeling techniques.

    Amy Graybill

    Product Leader, Product Innovation and Management, Equifax

    Amy Graybill has been with Equifax since April 2007 currently serving as the Product Leader in Product Innovation and Management for Enterprise Insights including Equifax Core Scores, Attributes, Trended data and Ignite Solutions.  In her prior role as an Analytical Services Consultant she supports customers across multiple industries including financial institutions, telecommunications, utilities, insurance providers, and government.   Amy consults with her customers to develop custom analytics and models utilizing credit data to enable her customers to create custom decision solutions across all business cycles.

     Prior to joining Equifax, Amy working in the Risk Management field for over 10 years specializing in Fraud Strategies, Loss Forecasting and overall Risk Management Strategies for MBNA America,  Juniper Bank as well as The Bank of New York (Delaware).

    Vishal Puri

    Senior Director of Product Management, Equifax, Inc.

    Vishal Puri joined the Equifax product team in February 2018 and supports the Mortgage vertical. He is responsible for managing an existing portfolio of mortgage digital products and driving new product innovation. Vishal has extensive experience in the banking industry across consumer and commercial banking in product, risk management, and loss forecasting roles. In his prior roles, he has been responsible for developing product strategy, launching digital products, and leading bank digital transformation efforts. 

    Prior to joining Equifax, Vishal worked in the banking industry leading digital product management at Capital One Bank and JPMorgan Chase. He is named inventor on multiple US patent applications related to P2P payment and technology for switching checking accounts.

  • Fairness Issues in Default Servicing and Debt Collection: Lessons Learned from Recent Consent Orders

    Contains 1 Component(s) Includes a Live Event on 09/27/2018 at 2:00 PM (EDT)

    This webinar will cover principles of fair debt servicing, key take-aways from the consent orders, and possible monitoring and test strategies to manage your institution’s risk.

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    PRESENTER(S):

    • Lynn Woosley, Engagement Director, Treliant LLC
    • Brenda Baylor, Director, Treliant LLC
    • Rodd Lynch, Senior Manager, Treliant LLC

    ABOUT THE WEBINAR:

    With little fanfare, regulators have released several loan servicing and debt collection consent orders in the past 18 months. This webinar will cover principles of fair debt servicing, key take-aways from the consent orders, and possible monitoring and test strategies to manage your institution’s risk.

    THIS WEBINAR WILL COVER:

    1. Principles of fair servicing
    2. Lessons learned from recent consent orders
    3. Monitoring and testing to manage your risk

    TOP 3 BENEFITS TO ATTENDEES:

    1. Review of fair servicing principles and practices
    2. Summary of servicing and collection practices resulting in consent orders
    3. Suggestions for ongoing monitoring and testing in each line of defense

    Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.


    Lynn Woosley, CRCM

    Engagement Director, Treliant, LLC

    Lynn Woosley is an Engagement Director with Treliant, LLC.  She is a seasoned executive with extensive risk management experience in regulatory compliance, consumer and commercial credit risk, credit and compliance risk modeling, model governance, regulatory change management, acquisition due diligence, and operational risk in both financial services and regulatory environments. 

    Over the last two decades, Lynn has held leadership positions including Senior Vice President and Fair and Responsible Banking Officer; Group Vice President for Wholesale Transaction Modeling; and First Vice President for Portfolio Management within the Enterprise Risk Management division of a top 10 bank.  Prior to joining the private sector, Lynn served as Senior Examiner and Economist at the Federal Reserve Bank of Atlanta.   
     
    With strong knowledge and experience across multiple risk disciplines, Lynn has been a featured speaker for numerous banking, compliance, and CRA conferences across the country. Lynn has authored several articles and presentations on financial institution risk management and consumer protection issues.  She has also developed training materials related to fair lending, fair housing, UDAAP, credit risk management, credit scoring, and consumer protection topics. 
     
    Lynn holds a BBA and an MBA from Middle Tennessee State University and an MS Finance from Georgia State University.  She is a Certified Regulatory Compliance Manager and a Commissioned Examiner of the Federal Reserve System. Lynn has also served as both Chair and Vice-Chair of the Consumer Bankers Association’s Fair and Responsible Banking Committee. 
     

    Brenda Baylors

    Director, Treliant LLC

    Brenda Baylor, a Director with Treliant, is a Certified Regulatory Compliance Manager (CRCM) with 22 years of experience in regulatory compliance, risk management, and banking. Her specialties include fair lending laws and regulations; the Community Reinvestment Act (CRA); Home Mortgage Disclosure Act (HMDA); and Unfair, Deceptive, or Abusive Acts or Practices (UDAAP). Brenda advises clients on the implementation of regulatory compliance programs, risk assessments, monitoring, and statistical analytics programs, as well as examination readiness and risk management strategies. 

    Prior to joining Treliant, Brenda worked in the capacities of CRA Officer and Compliance Officer at large regional banks. In these roles, she led efforts related to program development, monitoring, analysis, policy writing, executive-level reporting, training, examination management, and regulatory reporting. Additionally, as a former Senior Consultant at Ernst & Young, she specialized in complex fair lending analytics and data integrity reviews for national banks. Brenda also acquired in-depth knowledge of enterprise risk management programs for large financial institutions through her employment at KeyBank, where she functioned in the capacities of Risk Consultant and Consumer Compliance & Quality Control Manager. 
     
    Brenda’s recent contributions to industry publications include: 

          -“Are Foreign Language Communications Risky Business?” in the Fall/Winter issue of Treliant’s New Coordinates

          -“Walking a Tightrope,” an article on fair lending analytics technology in The MReport (November 2016);

          -“Redlining Risk: Slaying the Three-Headed Dragon,” in Mortgage Banking Magazine (October 2016); and 

          -Content updates to the 2015 Reference Guide to Regulatory Compliance, the American Bankers Association’s official study guide to the CRCM examination. 

     
    Brenda graduated summa cum laude with a BA in Accounting from Marietta College.  
     

    Rodd Lynch

    Senior Manager, Treliant LLC

    Rodd Lynch, a Senior Manager with Treliant, is an experienced regulatory executive with 27 years in the financial services industry. Rodd has an extensive background addressing a broad range of compliance and risk management requirements, including fair lending (Regulation B, Fair Housing Act), the Community Reinvestment Act (CRA), the Home Mortgage Disclosure Act (HMDA), Unfair, Deceptive, or Abusive Acts or Practices (UDAAP), and the Servicemembers Civil Relief Act (SCRA). He is an energetic leader with proven strategic vision and the ability to facilitate changes that improve clients’ services, strengthen regulatory compliance, and increase operating efficiencies and internal controls.  

    Rodd has held senior compliance leadership positions in several organizations, and has experience in providing advice and counsel to institutions of all sizes and structures. Most recently, he was the Senior Vice President and Director of Fair and Responsible Banking/CRA at Customers Bank, where he developed and grew the compliance framework guiding the institution from $3 billion to over $10 billion in assets and fully prepared the bank for supervision by the Consumer Financial Protection Bureau (CFPB). Rodd has held similar positions with First Niagara Bank, TD Bank, and Sovereign Bank (now Banco Santander). In these roles, he interacted with all levels of management at regulatory agencies including the Office of the Comptroller of the Currency (OCC), Federal Reserve Bank of Philadelphia (FRB), Office of Thrift Supervision (OTS), Department of Justice (DOJ), and CFPB. His accomplishments include: 

         -Developed and implemented fair and responsible banking programs in three separate financial institutions, ranging in asset size from $3 billion to $270 billion; 

         -Created an online consumer complaint management system that met CFPB expectations; and

         -Led multiple organizations to achieve satisfactory or outstanding ratings on compliance exams conducted by the aforementioned regulators. 

     
    Rodd holds a BA from Temple University. He is a Green Belt in Six Sigma Process Improvement.  

  • Delivering a Best-in-Class Digital Transition Experience to Consumer and Business Clients

    Contains 1 Component(s) Includes a Live Event on 09/25/2018 at 2:00 PM (EDT)

    Few events impact more customers, more acutely, than digital conversions and upgrades. Unfortunately, too often, banks are so focused on “getting it right” from the technology perspective, the customer experience — ensuring the customer is ready for and feels good about the change — often doesn’t get the critical attention it deserves.

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    PRESENTER(S):

    Kevin Connelly, President and Founder of BancOn Technologies

    ABOUT THE WEBINAR:

    Few events impact more customers, more acutely, than digital conversions and upgrades. Unfortunately, too often, banks are so focused on “getting it right” from the technology perspective, the customer experience — ensuring the customer is ready for and feels good about the change — often doesn’t get the critical attention it deserves.

    This webcast offers a proactive, pragmatic and always-on approach to managing the customer experience during digital banking conversions. This webcast will present a viable roadmap for success, drawing on Harland Clarke’s extensive experience and industry-leading best practices, which puts the customer experience at the center of the digital conversion journey, from awareness and implementation to full adoption and optimal utilization.

    It is time for institutions to embrace every digital interaction as a moment of opportunity to engage and delight customers. The rewards? A seamless and superior experience for your institution, your employees, your customers, and more — increased customer retention, more business referrals and improved buying propensity. With so much as stake, this webcast is one you won’t want to miss.

    THIS WEBINAR WILL COVER:

    • Top customer experience tenants for successful digital platform conversions
    • Industry best practices for readiness, conversion and ongoing optimization
    • How to turn high-impact change events into high-value customer experiences

    TOP 3 BENEFITS TO ATTENDEES:

    • How to design unique, optimal customer experience journeys for consumers, small business and commercial clients
    • Learn the fundamentals of scheduling, user segmentation and proactive customer engagement and support
    • Gain new insight into the resources, processes and dependencies required to deliver a quality transition experience

    Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.

    Kevin H. Connelly

    President and Founder of BancOn Technologies

    Kevin is President and Founder of Bancon Technologies, LLC a value-added provider of client experience advisory services and innovative technology solutions to the Financial Services Industry. Bancon works closely with Harland Clarke in developing and delivering leading engagement solutions to commercial and community banks and credit unions nationwide. 

    Previously, Kevin founded Treasury Technologies, LLC, an industry leading provider of next generation payment systems and was also Senior Vice President and Managing Director of the Financial Services Group at Trintech, a financial software solution company based in Dallas. 
     
    Kevin has spent the last 35 years working in the Financial Institution and Payment System Industries, including as Senior Vice President and Manager of the Treasury Services Division at Commerce Bank, Managing Principal and Director of Business Development at Carreker Corporation, a Dallas based bank software and consulting firm (now Fiserv) and well as a variety of roles at Bank of California (now Union Bank), First Interstate Bank, Ltd (now Wells Fargo Bank), Coast Savings (now JPMorgan Chase) and Glendale Federal Bank (now Citibank). 
     
    Kevin has presented at numerous BAI, AFP, NACHA and other industry conferences and was a presenter on corporate bank relations and cash forecasting for 10 years for the American Management Association Corporate Cash Management course.  He is the author of two chapters on Commercial Deposit Re-engineering in the Corporate Cash Management Handbook, the definitive reference manual in the payment systems industry. He also a co-patent holder of an innovative web-based payment system application, DTS Connex TM used by over 40,000 retail locations nationwide. 
     
    Kevin earned his B.B.A in Finance at the R.O. Anderson School of Management at the University of New Mexico. 

  • The Power of the Micro-Moment - Winning Customers in the Blink of an Eye

    Contains 1 Component(s) Includes a Live Event on 09/20/2018 at 2:00 PM (EDT)

    Join Zoot Enterprises and Relay Network to learn the critical factors that let companies create micro-moments to delight, win and retain customers.

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    PRESENTERS:

    Eric Hathaway, VP Marketing, Zoot Enterprises
    Brie Tascione, CMO, Relay Network

    ABOUT THE WEBINAR:

    We have entered the age of the micro-moment, where fast is no longer fast enough. Rising customer expectations and the ubiquitous availability of information – through smartphones, tablets and computers – are putting huge demands on our customer-facing systems, apps and experiences. At a time where the world is at our fingertips, your competitors are just a click away. You have to get it right – and get it right now – if you want to keep your customers and win new ones.

    Join Zoot Enterprises and Relay Network to learn the critical factors that let companies create micro-moments to delight, win and retain customers. Eric Hathaway, VP of Marketing at Zoot Enterprises, and Brie Tascione, CMO at Relay Network will address takeaways from recent customer experience studies to illustrate why these findings are already affecting your business in ways you may not even realize. Hear their findings and predictions for companies who fail to deliver on this expectation – quickly becoming table stakes – at every stage throughout the customer lifecycle.

    THIS WEBINAR WILL COVER:

    1. Trends that are shaping customer experience expectations
    2. How those changing expectations are already impacting financial institutions
    3. What concrete steps organizations can take to capitalize on the micro-moments of customer engagement

    TOP 3 BENEFITS TO ATTENDEES:

    1. Learn why real time engagement is the most important tool in your toolbox
    2. Identify sticky spots in your customer lifecycle
    3. Define actionable steps to put your best foot forward and meet rising customer expectations

    Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.


    Eric Hathaway

    VP Marketing, Zoot Enterprises

    Eric Hathaway brings more than 20 years of global experience in strategic marketing, product marketing, and marketing strategy across financial services, technology, and telecommunications to Zoot Enterprises.

    Hathaway's background includes: managing the development and expansion of Standard & Poor's Micropal data and enterprise software solutions throughout Asia; implementing a global business development strategy for Credit Suisse Asset Management and leading the company’s operations in the Czech Republic—marketing both institutional and retail funds.

    Hathaway shifted to the IT world during the dot-com era providing consulting for a range of small to medium-sized businesses and Fortune 500 companies, including Microsoft, T-Mobile, and Samsung. His services focused on B2B/B2C traditional and digital marketing, competitive market analysis, and business expansion strategy.

    Hathaway holds an MBA in Business Strategy, a BA in International Business and a minor in Computer Science. His passions include spending time with his two daughters and being an avid skier and outdoorsman.

    Brie Tascione

    CMO, Relay Network

    Brie Tascione is CMO and founding member of Relay Network, the mobile engagement automation company that gives businesses the power to create the easiest, most convenient customer interactions through its award-winning guided service approach. Relay is a Celent Model Bank winner, Gartner Cool Vendor, and a TechCrunch “Company to Watch.” Brie writes on customer experience in the new digital age and her work is frequently published in Forbes. 

    Prior to Relay, Brie was the VP of Global Marketing for Citigroup’s innovative payments division where she led the company’s rebrand and global market expansion strategy. Prior to Citigroup, Brie led marketing at Ecount, the largest corporate electronic payments provider, which was acquired by Citibank in 2007. 

    Brie started her career as an account executive in advertising at Arnold Worldwide, where she developed and executed national brand campaigns, including the iconic “Drivers Wanted” campaign for Volkswagen of America, GlaxoSmithKline, VF Brands, and Hasbro Games. Brie is a graduate of the University of Richmond.

  • Leveraging Alternative Credit Data to Drive Growth & Manage Risk

    Contains 1 Component(s) Includes a Live Event on 09/19/2018 at 2:00 PM (EDT)

    With competition from fintechs, credit unions and banks escalating, how can you compete for growth while managing risk?

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    PRESENTERS:

    Paul Desaulniers, Senior Director, Alternative Data, Scoring & Collections - Experian
    Jenna Chaffins, Director, Market Insights - Experian

    ABOUT THE WEBINAR:

    With competition from fintechs, credit unions and banks escalating, how can you compete for growth while managing risk?  What if you had additional FCRA-compliant information on consumers to help drive unsecured loans? Mortgage loans? Credit cards? What if you could see what products your prospects are in the market for today and their likeliness of opening another account? How could that help with segmentation and risk management?  What if you had additional information on 60M consumers not on the traditional credit file?

    In this webinar we will share insights from a recent study on lender attitudes & usage towards alternative credit data.  We will discuss the rich supplemental data that Experian can provide lenders to help gain a full understanding of their customers financial behavior beyond information on a traditional credit profile.  We will demonstrate its power in credit decisioning across the customer lifecycle through use cases for discussion.

    THIS WEBINAR WILL COVER:

    • Results from a recent Experian lender study on alternative credit data
    • How alternative data adds insight for increased approval rates across risk segments
    • How trended data improves the predictability of mortgage risk models

    Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.

    Paul DeSaulniers

    Senior Director of Risk Scoring, Trended Data Solutions & Collections, Experian

    As Senior Director of Risk Scoring, Trended Data Solutions & Collections at Experian, Paul DeSaulniers focuses on utilizing data assets to solve clients’ challenges and developing specific strategies to effectively integrate scoring and data into clients’ decisioning systems. Before joining Experian in 2011, DeSaulniers served as Director of Credit Risk Decisioning at LexisNexis. He has 17 years of experience working in the financial service industry where he has successfully led several business units at Ascend One and Think Finance. DeSaulniers has a dual degree with a Master of Business Administration and Master of Science in finance from Goldey-Beacom College. He obtained his Bachelor of Arts in economics from Towson University. He is also a veteran of the US Army’s Special Forces.

    Jenna Chaffins

    Director of Market Insights, Experian

    Jenna Chaffins leads the Market Insights program for Experian where she is focused on providing insights to Experian clients to help optimize their lending strategy.  Jenna has spent more than 15 years leading qualitative and quantitative research that uncovers emerging trends, informs go-to-market strategies, drives innovation and improves customer experience.  Prior to joining Experian in 2016, Jenna led research teams working in the insurance, automotive and research consulting industries.

  • Checking the Pulse of the Home Equity Market: A 2018 Midyear Update

    Contains 1 Component(s)

    In this midyear market update, ICON will provide valuable industry insights based on near real-time origination and portfolio market data along with feedback from ongoing engagements with clients as they apply these insights to their Home Equity strategies.

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    PRESENTER:

    Shaun A. Richardson – Senior Vice President – ICON

    ABOUT THE WEBINAR:

    Rising consumer confidence, record U.S. household net worth, continued home price appreciation creating record tappable equity, and rising mortgage rates all line up for a strong Home Equity market.  However, through the first half of 2018, on a national level, consumer demand for new Home Equity lines and loans has decreased.  At the same time, portfolio balances have continued to decline.  All of this has caused many Home Equity lenders to create more holistic and integrated strategies throughout the entire lifecycle of an account.

    In this midyear market update, ICON will provide valuable industry insights based on near real-time origination and portfolio market data along with feedback from ongoing engagements with clients as they apply these insights to their Home Equity strategies.  The discussion will focus on the origination behavior, product and geographic performance, operational trends, and portfolio performance of Home Equity lines and loans.

    THIS WEBINAR WILL COVER:

    1. Originations Performance YTD – consumer demand, booked volume, risk mix, and operations
    2. Portfolio Balance Behavior – Runoff trends, large paydown/attrition analysis, recent vintage performance, impact of promotional rates on balances
    3. A Balance Positive Home Equity – an update to the model presented at CBA Live which analyzes when Home Equity balances start to grow again


    Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.

    Shaun Richardson

    Senior Vice President, ICON Advisory Group, Ltd.

    Shaun Richardson is the Senior Vice President at ICON, responsible for all analytical offerings across mortgage and consumer lending.  In this role, he works closely with clients to ensure their success consuming ICON’s rich set of insights built upon competitive pricing, originations transactions, and portfolio account data.  Prior to joining ICON in 2005, Shaun spent 10 years consulting with Fortune 500 companies focused on business strategy and analytics.  Shaun has an M.S. degree in Information Systems and Quantitative Sciences from Texas Tech University and is also the proud father of two incredible daughters.

  • Ready, Set, Goaling!

    Contains 1 Component(s)

    Goals can be wrong 40-50 percent of the time leading to problems in revenue forecasting and production, incentives and staff allocations. Are you setting the right targets for your teams?

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    PRESENTERS:

    Dale Johnson, Director - Data Information Services, Novantas 
    Alex Lee, Director – Solutions Client Services, Novantas

    ABOUT THE WEBINAR:

    Goals can be wrong 40-50 percent of the time leading to problems in revenue forecasting and production, incentives and staff allocations. Are you setting the right targets for your teams?

    Goaling as a practice has reached a tipping point. Between the increased complexity in the sales process, the hyper-scrutiny from regulators on sales practices, and the pressure to optimize in the face of a shrinking branch network, fundamental changes are needed.   

    Join Novantas experts as they discuss the key factors to consider when setting goals and how to roll them out effectively across your network.

    THIS WEBINAR WILL COVER:

    1. Proprietary insights from the analysis of over 23,000 branches
    2. Optimally deploying sales staff against goals
    3. A case study of leading institutions’ successes and challenges

    Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.

    Dale Johnson

    Director, Data Information Services, Novantas

    Dale is a Director at Novantas where he leads the Workforce Productivity practice in the retail banking industry. Dale brings over 20 years of experience working with financial institutions to help banks develop strategies and analytical tools to maximize the return from their branch, specialty sales and contact center workforces. His areas of focus include improving productivity of sales and service across branches and contact centers, re-engineering practices/processes, redesigning operating models to optimize organizational roles and responsibilities, and building winning performance management strategies and tools. Dale has worked extensively with the top 20 retail banks in the U.S., many regional and community banks in the U.S., and top financial institutions in Canada, Australia and the UK. 

    Alex J. Lee

    Director, Solutions Client Services, Novantas

    Alex is a Director in the Solutions Division at Novantas where he focused on supporting clients within the Data Information Services practice. He has over 12 years of experience supporting engagements centered on distribution strategy, across both physical and non-physical investment levers. Alex’s work focuses on delivering data, models and tools that provide clients with leading edge insights into network planning and optimization functions, helping analysts and retail strategists utilize practical strategic frameworks and data to make smarter decisions about the network. Alex has worked with banks across the US and Canada to build stronger analytic capabilities within their organizations, enhancing BAU process with Novantas tools and models.

  • Look Who’s Talking Now – The Digital Banking AI Revolution

    Contains 1 Component(s)

    Let’s start the conversation about how AI-driven voice technology is shaping the future of banking and leading the transformation of how consumers interact with their financial institutions.

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    PRESENTER:

    Brian Abele, Director of Product Strategy, Fiserv

    ABOUT THE WEBINAR:

    Artificial intelligence is all around us, from speakers in our homes to assistants that live on our wrists. Voice interaction with machines is becoming ubiquitous.  This explosion of voice enabled devices is leading a revolution in the way we approach even the most mundane activity like turning on a light. When it comes to banking - voice is about to spark a new digital channel, evolving the way you interact with your clients. Let’s start the conversation on August 16th about how AI-driven voice technology is shaping the future of banking and leading the transformation of how consumers interact with their financial institutions.

    THIS WEBINAR WILL COVER:

    1. How are Americans approaching this brave new world
    2. Where banking fits into IoT
    3. Industry Use Cases

    TOP 3 BENEFITS TO ATTENDEES:

    1. Learn about how smart speakers are infiltrating our lives
    2. Learn how banking is becoming voice-friendly
    3. 3 things progressive FIs should be doing to embrace the AI powered future

    Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.

    Brian Abele

    Director of Product Strategy, Fiserv

  • Zelle® and the Future of P2P Payments

    Contains 1 Component(s)

    A lot has happened in a few short years in the world of faster payments. We live in an always-on, real-time, all-the-time world. Real-time payments are here. Fiserv and Zelle® are at the forefront of the payments evolution.

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    PRESENTER:

    Matt Wilcox, Senior Vice President, Client Engagement, Fiserv

    ABOUT THE WEBINAR:

    A lot has happened in a few short years in the world of faster payments. We live in an always-on, real-time, all-the-time world. Real-time payments are here. Fiserv and Zelle® are at the forefront of the payments evolution.

    The world is pushing toward a new kind of digital financial services experience. P2P payments are skyrocketing. The market momentum behind Zelle is unprecedented. The adoption of P2P is growing at rates U.S. retail banking has not seen since the rush to launch debit cards in the late ‘80s and early ‘90s. 

    Power in a payments network is determined by your connections and the connections of those around you. Size matters. The biggest banks in the US are adopting Zelle as a means to satisfy consumers need for safe, fast P2P payments. Zelle can help financial institutions deliver on consumer expectations for payments at digital speed and compete against the successful new fintech entrants.

    Should Zelle have place in your payments strategy? Attend our webinar and find out how your bank can participate in Zelle and real-time payments.

    THIS WEBINAR WILL COVER:

    1. Market landscape for P2P Payments
    2. Consumer expectations for digital speed
    3. An overview of Zelle: the product, and adoption and engagement

    TOP 3 BENEFITS TO ATTENDEES:

    1. Gain an understanding the market environment for P2P payments
    2. Gain a foundation for building a business case for offering real-time payments
    3. Learn what it takes to get on board with Zelle and real-time P2P

    Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.

    Matt Wilcox

    Senior Vice President, Client Engagement

    Matt Wilcox is the Senior Vice President of Marketing, Client Engagement and Innovation for Fiserv. In this role he guides the holistic market strategy of Fiserv payment solutions, with a focus on those that support digital and emerging payments. Wilcox oversees collaboration opportunities within the financial services industry helping to build digital and payment strategies and product innovations that help drive revenue, client retention, and new client acquisition. 

    Prior to joining Fiserv, Matt spent 15 years with Zions Bancorporation serving as Senior Vice President and the Director of Digital Channels and Marketing. During his career, Matt has directed work in emerging technologies, mobile and online banking, payments, social media, and marketing strategies. He is a frequent speaker at industry events and conferences and was recently recognized by Bank Innovation as one of the industry’s top innovators for the second consecutive year.

    Matt currently resides in Salt Lake City, Utah.  Active in his community, he serves as a board member for a number of non-profit organizations. He received his Executive MBA from the University of Utah and a bachelor’s degree in Business Marketing from Westminster College in Salt Lake City.  

  • How You Prevent Fraud in Lending Through the Right Processes and Systems

    Contains 1 Component(s)

    Dive into the unique types of auto industry fraud and how to organize your operations to prevent it.

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    PRESENTERS:

    Joel Kennedy, Director, Spinnaker Consulting Group
    Glenn Munro, Chief Sales Officer , defi SOLUTIONS

    ABOUT THE WEBINAR:

    How and why does fraud in the auto industry happen? With decades of auto lending and financial technology expertise, Glenn Munro and Joel Kennedy will offer their insight and advice as they dive into the unique types of auto industry fraud and how to organize your operations to prevent it.

    THIS WEBINAR WILL COVER:

    1. Fraud in auto overview – the "why"
    2. Unique types of fraud in auto 
    3. Review of solutions available 
    4. How to organize your operations to best address fraud

    TOP BENEFITS TO ATTENDEES:

    1. How to integrate with the best tools to prevent fraud
    2. Understanding the main sources of fraud


    Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile.  This allows the site to recommend programs of interest to you.

    Glenn Munro

    Chief Sales Officer, defi SOLUTIONS

    Glenn Munro has over 30 years’ experience in all facets of auto lending, including sales, marketing, operations, analysis, and strategic planning and implementation of financial technologies. After holding leadership positions at companies such as Porsche Financial Services, The Hertz Corp., Ford Credit, and Volvo Financial Services, Glenn is currently leading the solutions sales team at defi SOLUTIONS.

    Joel Kennedy

    Director, Spinnaker Consulting Group

    Joel Kennedy is co-founder and head of Compliance, Performance, and IT for Pelican Auto Finance. He oversees all customer and portfolio operations, information technology, and compliance. With over 21 years of industry experience, he has managed the origination of over $6B in automotive receivables. Prior to Pelican, Mr. Kennedy held leadership positions at ACC Consumer Finance, Wells Fargo, Capital One, and General Electric (GE). At these companies, he built and improved operations and systems, and led corporate audit / audit response, and compliance initiatives. While at GE, Mr. Kennedy completed a 2-year GE Corporate Management Training Program and earned his Six Sigma Green Belt certification. He holds a B.S. in Decision & Information Sciences from the University of Maryland, an MBA from The George Washington University, and is an NAF Certified Consumer Credit Compliance Executive. Mr. Kennedy presently serves on the board of the National Automotive Finance Association.