CBA Webinars

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Jake Fowler
jfowler@consumerbankers.com
202-552-6377

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  • Redefining the Customer Experience for the Next Normal in Banking

    Contains 1 Component(s) Includes a Live Web Event on 10/15/2020 at 2:00 PM (EDT)

    Out of crisis comes opportunity. While the pandemic has been the ultimate stress test for businesses, it has catapulted digital transformation and new strategies for optimizing customer experiences to the forefront of today’s priorities. Organizations that adapt now will emerge stronger in a post-COVID world, but what is it going to take to get there?

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    PRESENTER(S):

    Jeff Hassemer, Senior Vice President of Marketing, Harland Clarke
    Carrie Stapp, Senior Vice President, Product Management, Harland Clarke
    Traci DeGolier,
    VP Analytics & Business Intelligence, Harland Clarke
    Corbin Christensen, Senior Vice President, Pricing and Strategy, Harland Clark

    ABOUT THE WEBINAR:

    Out of crisis comes opportunity. While the pandemic has been the ultimate stress test for businesses, it has catapulted digital transformation and new strategies for optimizing customer experiences to the forefront of today’s priorities. Organizations that adapt now will emerge stronger in a post-COVID world, but what is it going to take to get there?

    In the webcast, we will discuss:

    • How your peers are prioritizing their digital transformation projects
    • Which online and mobile banking features are fundamental to customer adoption and retention
    • Consumer channel preferences for new account opening
    • Post-COVID marketing plans: top goals, mix and communications strategy
    • Impact on customer service and how financial institutions are responding
    • Emerging banking trends and technology solutions for 2021

    TOP 3 BENEFITS TO ATTENDEES:

    • Identify ways digital transformation builds a new, resilient and innovative business.
    • Learn how proactive communications and personalization help members manage their finances.
    • Explore ways that resourcing aids in managing day-to-day operations.

    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.

    Jeff Hassemer

    Senior Vice President of Marketing, Harland Clarke

    Jeff Hassemer is a Global Marketing executive known for his thought leadership and notable product achievements with technology companies. Over the years, Jeff has developed a series of strategic tools that enable product management organizations to rapidly determine high impact development items that solve crucial business problems. His process covers product inception through go to market efforts to include market led product innovation, customer first product prioritization, high growth pricing strategies and sales empowerment. 

    Mr. Hassemer currently serves as Senior Vice President of Marketing for Harland Clarke. Prior to joining Harland Clarke, Mr. Hassemer held other senior-level Marketing positions with notable emerging tech and Fortune 500 companies, including: Experian, Trueffect, Doubleclick, Matchlogic, Entiera, Responsys, ROI Direct, and Customer Insight Company. 

    Mr. Hassemer has turned around struggling companies and product lines, been a key participant in M&As, extended powerful technology into international markets; all the while partnering with sales and fulfillment to generate record-levels of revenue, margin and customer satisfaction. Jeff’s innovative approach fuses process with imagination to yield positive outcomes Jeff leads with a “together we win” spirit, and continues to earn the highest-degree of confidence amongst colleagues and clients due to his ability to spot market needs and meet with them with high-quality, high-performance products and services.

    A highly skilled professional, Mr. Hassemer has published numerous white-papers and serves as a key-note speaker at multiple industry broadcasts and conferences. He holds a Bachelor of Arts degree in Economics and Business Management with a concentration in Military History from Ripon College; Successful Product Management Certification; Defining the Strategic Leader Certification; and Pricing Strategies in a Competitive Environment Certification.

    Carrie Stapp

    Senior Vice President, Product Management, Harland Clarke

    Carrie Stapp, Senior Vice President, Product Management, is responsible for managing the product lifecycle, from understanding client and consumer needs, assessing industry trends and identifying competitive threats, to realizing strong business opportunities that deliver results.

    Carrie is a proven marketing and product leader with more than 20 years of advertising, branding, social marketing, marketing analytics and product development/management experience. Most recently, she served as the Senior Vice President, Director of Marketing for MainSource Financial Group—a $4.6 billion financial services company. During her 19 years at MainSource, Carrie progressively grew her responsibilities while driving strategic initiatives to support the financial institution’s growth and increasing brand awareness and customer retention.

    Carrie is a member of the Alpha Omicron Alpha Sorority. She previously served on the Board of Trustees for Decatur County Memorial Hospital as a chairperson for the Risk Committee and member of the Quality Committee. Carrie holds a bachelor’s degree in marketing from Purdue University and is a graduate of the American Bankers Association School of Bank Marketing and Management.

    Traci DeGolier

    VP Analytics & Business Intelligence, Harland Clarke

    Traci DeGolier is the Vice President of Data Analytics for Harland Clarke. She’s spent a long and successful career at Harland Clarke, starting as a process analyst in the credit union division in 2001 and working her way over the last nineteen years to her current leadership position. Her contributions in various strategic analytics roles enable Traci to serve Harland Clarke in a way few can; through aligning corporate strategy to business metrics, leveraging data from multiple data sources to present more complete information to facilitate decision making, and creating consistent methodologies across Harland Clarke solutions for measurement of customer acquisition cost, lifetime value, media mix and profitability.

    Corbin Christensen

    Senior Vice President, Pricing and Strategy, Harland Clarke

    Corbin Christensen is the Vice President of Pricing and Client Strategy for Harland Clarke. He is responsible for developing innovative pricing strategies across Harland Clarke’s portfolio, to include payments, acquisition, contact center and customer engagement solutions. 

    Corbin began his career in banking in 1998, serving as head of marketing (and also check program manager) for Utah’s largest community bank. He led the bank’s advertising function during a period of rapid growth, and was responsible for customer retention communications during merger & acquisition events. 

    During his time at Harland Clarke, he has specialized in creating win-win partnerships for clients, with a focus on value and performance-based pricing programs. A strong believer in continuous improvement, he leads a team that focuses on data-driven analysis and reporting to demonstrate results and quickly identify areas for improvement.

    He holds a bachelor’s degree in Business Management, Financial Services & Risk Management from Brigham Young University and an MBA from Emory University.

  • Portfolio Loss Forecasting: Stress Testing for Survival

    Contains 1 Component(s) Includes a Live Web Event on 10/14/2020 at 2:00 PM (EDT)

    Consumers, financial institutions and organizations around the world are experiencing the economic impact of the COVID-19 global pandemic. In a time marked by economic uncertainty, loss forecasting is critical to understanding the impacts of COVID-19 on your business as well as planning for the future. For financial institutions, now is the time to focus on stress testing for survival.

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    PRESENTER(S):

    Anshul Verma, Senior Director, Product Management, Oliver Wyman
    Gavin Harding,
    Senior Business Consultant, Experian
    Cyndy Chang, Senior Director, Product Management, Experian

    ABOUT THE WEBINAR:

    Consumers, financial institutions and organizations around the world are experiencing the economic impact of the COVID-19 global pandemic. In a time marked by economic uncertainty, loss forecasting is critical to understanding the impacts of COVID-19 on your business as well as planning for the future. For financial institutions, now is the time to focus on stress testing for survival.

    As we adjust to our ‘next normal’, having loss forecasting capabilities at your fingertips can help answer questions your organization is facing about the quality of your loan portfolios and possible outcomes. With today’s data and technology, it’s simpler and easier to access than ever.

    THIS WEBINAR WILL COVER:

    • Loss Forecasting COVID-19 Impacts & Critical Use Cases
    • A New Era of Loss Forecasting
    • Innovation & Digital Transformation

    TOP 3 BENEFITS TO ATTENDEES:

    • Better understand risk.
    • Anticipate the end of the economic downturn.
    • Be prepared to begin 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.

    Anshul Verma

    Senior Director, Product Management, Oliver Wyman

    Gavin Harding

    Senior Business Consultant, Experian

    With more than 20 years in banking and finance, Gavin develops sophisticated data and analytical solutions to problem solve and define strategies across the customer lifecycle. Before joining Experian, Gavin held senior positions in financial services. He led credit, risk management and sales functions in commercial and consumer banking, and SBA lending.

    Cyndy Chang

    Senior Director, Product Management, Experian

    Cyndy has been with Experian for more than 9 years serving roles spanning across marketing, account development and product management. She and her team identify customer business challenges, prioritize market segments and develop value propositions. Additionally, Cyndy works cross functionally to develop and package solutions that resonate with clients.

  • Banks Prepare for the Wave of Delinquencies and Defaults

    Contains 1 Component(s) Includes a Live Web Event on 10/07/2020 at 2:00 PM (EDT)

    As consumers face financial uncertainty from decreasing stimulus programs, banks are readying for the wave of delinquencies and defaults. According to NPR, banks are preparing for “an onslaught of defaults in debt.” Learn how forward-thinking financial service organizations are improving their contact efficiency and effectiveness.

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    PRESENTER(S):

    Adam Russell, Vice President, Financial Services and Healthcare, Neustar

    ABOUT THE WEBINAR:

    As consumers face financial uncertainty from decreasing stimulus programs, banks are readying for the wave of delinquencies and defaults. According to NPR, banks are preparing for “an onslaught of defaults in debt.”

    Contacting customers to help with reducing deferrals and delinquencies is increasingly difficult, as consumers become more and more unreachable. Poor contact data, consumer mistrust, call blocking, and lack of insight into individual consumer phone behavior are all impacting customer contactability. Financial services organizations that have more accurate consumer phone and email data, and have insights into when and on what number to contact their customers, will be better positioned to efficiently make contact and arrange for payment.

    Learn how forward-thinking financial service organizations are improving their contact efficiency and effectiveness:

    • Omnichannel phone, email, and device data for coordinated contact attempts across channels.
    • Predictive phone intelligence on the phone number a consumer uses most.
    • Understanding the times and days when each individual consumer most likely to answer.
    • Strategies for mitigating inappropriate call blocking or spam-mislabeling.

    Join Neustar dialing optimization expert Adam Russell, Vice President of Risk Solutions, as he explains proven strategies that will help your organization prepare for the coming wave of accounts entering delinquencies.

    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.

    Adam Russell

    Vice President, Financial Services & Healthcare, Neustar

    Adam Russell is currently Vice President – Financial Services & Healthcare at Neustar where he is applying his 20+ years of experience to drive industry and product development growth of its Identity and Risk solutions.  Prior to joining Neustar, Mr. Russell was Senior Vice President at SunTrust Bank where he led the Credit Card Originations, Marketing Operations, and Product Development functions. He was previously the Vice President of Strategic Accounts at Experian Information Solutions where he was responsible for growing the enterprise relationship with leading financial services companies.  Prior to this, Mr. Russell worked at Capital One for 13 years in a variety of Marketing, Analytics and Operations roles, from its spinoff from Signet Bank to Fortune 200 company and Top five credit card issuer.

  • A Digital Lending Platform can do that? See why the FirstClose DLP is the first of its kind.

    Contains 1 Component(s) Includes a Live Web Event on 10/06/2020 at 2:00 PM (EDT)

    CBA members are invited to get an exclusive first look at our newest release of the FirstClose Digital Lending Platform. Carefully crafted with the borrower experience in mind, we’ll showcase the platform’s innovative technology and how to deliver instant equity values paired with a conditional approval.

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    PRESENTER(S):

    Joe Dahleen, SVP of Strategy and Sales, FirstClose
    Sara Nakae, Director of Marketing and Enterprise Sales, FirstClose

    ABOUT THE WEBINAR:

    CBA members are invited to get an exclusive first look at our newest release of the FirstClose Digital Lending Platform. Carefully crafted with the borrower experience in mind, we’ll showcase the platform’s innovative technology and how to deliver instant equity values paired with a conditional approval. 

    Recent events have shaken the mortgage industry and created a hardship for many financial institutions.  Innovative tools and technologies are now providing solutions to maintain loan operations, increase productivity and enhance the digital borrower experience.

    As lenders continue to turn the corner from recent events, we now see and better understand the importance of customer-facing tools that create more seamless interactions with borrowers, overall creating an optimal lending experience.

    We’ve created this platform to allow lenders to implement innovative tools directly into their tech stacks. Create a world-class lending experience by providing a platform where borrowers can instantly discover their available equity, calculate monthly payments, and received real-time loan approvals.

    Learn more about how our platform helps you provide an end-to-end solution for every aspect of the origination process.

    THIS WEBINAR WILL COVER:

    • Solutions/tools for the current lending environment.
    • Digital transformation of the origination process.
    • Planning and help with the evolving origination process.

    TOP 3 BENEFITS TO ATTENDEES:

    • How to quickly develop and effective strategy for the loan origination process by leveraging fintech tools and technology.
    • How automation creates a less-intensive workflow for the lender and a modern solution for borrowers.
    • How to minimize the effects of any current hardships on your day-to-day operations.

    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.

    Joe Dahleen

    SVP of Strategy and Sales, FirstClose

    Joe is a 25-year veteran of the mortgage industry who specializes in executive management, FinTech and strategic marketing. He is known for being a strong advocate of technology and an expert in leveraging the latest tech stack and automation to ensure the success of his endeavors.

    Mr. Dahleen has developed his skills in every aspect of modern strategic business management, including sales, software and project management, business process analysis, system design and system implementation. In regard to the mortgage lending space, he has strong in-depth knowledge of secondary marketing, loan production, and quality control procedures, including automated origination and compliance, e-signatures and e-vendor management, pre-emptive quality control and post-closing secondary fulfillment. He also has experience in appraisal management portals, digital vaulting and private label, cloud-based business models. He is uniquely qualified to lead financial services companies in efforts to radically revamp their business strategies.

    Sara Nakae

    Director of Marketing and Enterprise Sales, FirstClose

    Sara has over 15 years of experience in FinTech serving the financial services sector in realtor and agency marketing for banks and credit unions, and extensive experience in the mortgage industry working with banks, credit unions and mortgage companies to deliver award winning technology solutions and services. She has been a keynote presenter at leading industry events and conferences discussing FinTech and its impact on lenders businesses. Recently named one of 2019's Most Powerful Women in FinTech and Marketing Trailblazer, Sara has deep industry knowledge in the financial digital space. Sara is responsible for marketing execution, driving sales strategy and enterprise sales relationships.

  • Pandemic Success Stories and Lessons Learned: How Banks Have Responded, Are Rebounding and Will Reinvent

    Contains 1 Component(s) Includes a Live Web Event on 09/23/2020 at 2:00 PM (EDT)

    Banks are embracing new ways of working toward effective strategies to Respond, Rebound and Reinvent their businesses. Hear firsthand the lessons learned on how banks have responded to the unprecedented challenges of the pandemic crisis and how they are approaching the new reality of life post COVID.

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    PRESENTER(S):

    Simran Bajaj, SVP, Director Innovations, PNC
    John Jensen, Director, Credit and Loss Prevention Business, CGI
    Manoj Mishra, VP Consulting Services, CGI
    Andy Schmidt, VP, Banking Global Industry Lead, CGI

    ABOUT THE WEBINAR:

    Banks are embracing new ways of working toward effective strategies to Respond, Rebound and Reinvent their businesses. Hear firsthand the lessons learned on how banks have responded to the unprecedented challenges of the pandemic crisis and how they are approaching the new reality of life post COVID.

    THIS WEBINAR WILL COVER:

    • Qualities needed for a bank and its partners to succeed in times of hardship.
    • Best practices banks should follow in order to meet the industry’s transformation needs of the future.

    TOP BENEFITS TO ATTENDEES:

    • Firsthand accounts of how banks responded to the pandemic and what they’re doing now to prepare for the future.
    • CGI predictions of where the market is headed.

    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.

    Simrandeep (Simran) Bajaj

    SVP, Director Innovations, PNC

    Simran Bajaj has 23 years of experience with an extensive background in digital transformation in both retail and corporate banking. Since 2008, he has led the mobile, API and payment transformations strategies at PNC and is currently leading the Corporate Banking Innovation team. Simran is experienced in technology management and focuses on how to innovate, define and implement business-aligned technology strategy to improve or build new customer experiences and to make it easier for customers to do banking. Prior to joining PNC, Simran helped lead the supply chain optimization strategy for McDonalds.

    John Jensen

    Director, Credit and Loss Prevention Business, CGI

    Joining CGI in 2019, John has 20 years of experience leading banking operations teams. He has an extensive background in operations management, decision sciences and consulting engagements in retail and mortgage servicing operations. John is experienced in performance optimization, human factors design, loss mitigation, bankruptcy, foreclosure, decision science management, technology management, and default credit risk and regulatory compliance.  Prior to joining the private sector, John served in The United States Marine Corp as a naval aviator with 10 years of active duty service.  John received his B.S. Accounting from the University of Florida and an M.S. Operations Research from the Naval Postgraduate School. 

    Manoj Mishra

    Vice President of Consulting Services, CGI

    Manoj Mishra is Vice President of Consulting Services at CGI. Based out of Pittsburgh, Pennsylvania, Manoj is a client engagement executive and a leader with deep banking and finance experience and a proven record of helping clients navigate the evolving digital space. He is a senior innovation and strategy leader with P&L management experience and expertise to transform and build businesses targeting growth and sustainability. Manoj specializes in the financial services domain with expertise around corporate and institutional banking, treasury management, payments, enterprise functions, innovation, lean startup, digital transformation, customer experience, APIs, blockchain and business application of emerging technologies.

    Andy Schmidt

    Vice President & Global Industry Lead for Banking, CGI

    Andy Schmidt is a former banker and industry analyst who currently helps drive CGI’s strategy across our financial services vertical. Andy has more than 25 years of financial services experience as a banker at Bank of America, a consultant at Ernst & Young and an analyst at Gartner, guiding key business and technology decisions.

    Andy’s primary expertise spans current and emerging payment types, anti-money laundering, know your customer and onboarding. He also specializes in product and market strategy, innovation, data, mergers and acquisitions, and translating complex technologies into straightforward business opportunities.

  • Top Six Reasons Why Your Response to a Data Breach Will Fail

    Contains 1 Component(s) Includes a Live Web Event on 09/22/2020 at 2:00 PM (EDT)

    The incidence of data breaches has grown rapidly over the last decade. Unfortunately, financial services has the second-highest cost per breached record, behind healthcare. Don’t make the same mistakes! Learn real-life examples of why most breach responses fail and how you can stay ahead and be prepared.

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    PRESENTER(S):

    Michael Bruemmer, VP Global Data Breach & Consumer Protection, Experian
    Austin Morris Jr., CEO, Morris Risk Management LLC (Moderator)

    ABOUT THE WEBINAR:

    The incidence of data breaches has grown rapidly over the last decade. Unfortunately, financial services has the second-highest cost per breached record, behind healthcare. In financial services, an average breach costs $210 per record, while a “mega breach” can cost up to $388 per record. In the aftermath of a data breach, financial institutions must deal with financial loss, hefty fines, a reputational hit and customers leaving. Ensuring you have the right people and processes in place before an attack occurs will make a significant difference in how an attack impacts your operations, reputation and bottom line. Experian’s Michael Bruemmer takes you through real-life examples of why most breach responses fail. Don’t make the same mistakes! Learn how you can stay ahead and be prepared.

    THIS WEBINAR WILL COVER:

    • Top six areas where breach responses fall short – either consumer or small business.
    • Deeper dive into each category with examples and outcomes.
    • FI-specific impacts & trends of data breaches.

    TOP 3 BENEFITS TO ATTENDEES:

    • Insight on market trends, consumer behavior and regulatory issues surrounding data breach.
    • Understanding why/how breach response preparation will save your company money and mitigate associated damages brought on by a public breach.
    • Identifying holes and gaps in your current response plan.

    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.

    Michael Bruemmer

    Vice President of Global Data Breach & Consumer Protection, Experian

    Michael Bruemmer is Vice President of Global Data Breach & Consumer Protection at Experian. The Group is a leader in helping businesses prepare for a data breach and mitigate consumer risk following breach incidents.  

    With more than 25 years in the industry, Michael brings a wealth of knowledge related to data breach preparedness and breach management from discovery to post-incident clean up.  He has handled some of the nation’s largest breaches over his tenure with Experian and more than 25,000 to date. Michael has educated businesses of all sizes and sectors through pre-breach and breach response planning and delivery, including notification processes to affected consumers, call center set up and identity theft protection services.

    He is a respected speaker and presents to industry organizations across the country on the topic of data breaches and provides insight to many trade and business media outlets including Dark Reading, IT Business, CIO, Info Security, Security Week, Health IT Security, Wall Street Journal, American Banker and others. He has been a guest columnist for SecurityInfoWatch and has appeared on broadcast channels such as Fox Business.

    He currently resides on the Ponemon Responsible Information Management (RIM) Board and NetDiligence Advisory Board. 

    He holds a Bachelor of Arts in Labor Economics from the University of Wisconsin-Madison. 

    Austin Morris Jr (Moderator)

    CEO, Morris Risk Management LLC

    Since 2007, Morris Risk Management LLC has been a leader in cyber insurance and other coverages including technology errors and omissions, allied healthcare liability, professional liability, management liability (D&O), lawyers professional liability, employment practices liability, crime and fiduciary liability, media liability, disability and life.

    MRM strives to be on the cutting-edge of insurance and risk management including learning about emerging risks and best practices, identifying and prioritizing risks, leading insurance products, and offering strategic solutions to clients. MRM provides unbiased advice on cybersecurity matters and frequently participates in national cybersecurity communities.

    Austin previously was an executive vice president for a leading technology company. He is President of InfraGard’s Philadelphia Chapter. He is a member of the American College of Healthcare Executives.

  • Successfully Managing Customer Engagement During a Digital Banking Conversion

    Contains 1 Component(s) Recorded On: 09/17/2020

    When the pandemic hit, most banks drastically slowed their consumer lending programs. With no clear end in sight, banks are now looking for alternative growth options while effectively managing risk. With over $1 Trillion in outstanding auto loans across millions of consumers and 57% of consumers now actively looking for ways to reduce monthly expenses, modern auto refinancing programs represent a significant, untapped opportunity.

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    PRESENTER(S):

    Terri Panhans, VP Sales, Contact Center Solutions, Harland Clarke

    Barry Mokate, Director DigitalCX, Harland Clarke

    ABOUT THE WEBINAR:

    COVID-19 has accelerated a shift to digital by catapulting consumer adoption and usage. For organizations that were unprepared, new business opportunities were lost, and customer satisfaction and employee performance suffered. Adopting digital banking processes is now more than a cost-cutting initiative, it’s about building a resilient, innovative business. 

    Implementing a proactive communication strategy for a digital banking conversion supports a quality customer experience as well as bottom-line growth. The continuity achieved through proactive communication results in:

    • Reduced attrition
    • Longer, deeper customer relationships
    • Improved buying propensity and future share of wallet
    • Increased business referrals and customer base

    TOP 3 BENEFITS TO ATTENDEES:

    • Identify a digital conversion plan that works for your institution.
    • Learn best practices for delivering an optimal conversion experience.
    • Explore the benefits of third-party outsourcing support.

    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.

    Terri Panhans

    Vice President, Contact Center Solutions, Harland Clarke

    Terri Panhans is the Vice President, Contact Center Solutions for Harland Clarke. She manages all aspects of the contact center solutions programs that are supported by Harland Clarke. In her role, Terri is continually focused on helping clients connect with their customers how, when, and where it matters throughout the entire relationship.  She and her team achieve this by developing and deploying solutions that create meaningful engagements to assist clients in their acquisition, growth, and retention efforts.  

    Terri began her career at Harland Clarke in 1993 as a Regional Call Center Manager in Dallas, Texas. She has held the positions of Servicing Project Manager; Regional Call Center Manager in Charlotte, NC; Director of Servicing for National Accounts; Executive Director Contact Center Solutions; Assistant Vice President of Sales & Marketing; and Vice President of Channel Development.  She was appointed to her current position in February 2012. 

    Terri earned her bachelor’s degree in Business Administration from Texas A&M University in 1982. She also attended the Darden Graduate School of Business Administration in 2002.

    Barry Mokate

    Director DigitalCX, Harland Clarke

    Barry Mokate is an Engagement Manager with Harland Clarke’s Conversion CX team. In this role, Barry leads a team in developing, implementing, and executing complex bank conversion projects.  Barry joined Harland Clarke in 2018 and has managed multiple projects, including multi-wave systems migrations and bank mergers.

    Barry has over 30 years of banking experience, with more than 25 in treasury management and has a thorough understanding of financial institutions’ needs, expectations, and challenges in interacting with corporate clients in this space. 

    Between 2009 and 2018, he was with Citibank, where he managed the Treasury & Trade Services (TTS) International Platinum Client Service Team for several years before moving to a position as a Senior Global Business Risk Officer.  In this capacity, Barry managed the development and global implementation of the organization’s TTS Manager’s Control Assessment (MCA) program and was responsible for supporting day-day business execution needs related to the TTS Operational Risk and Controls environment.

    Barry was the Midwest Large Corporate Client Service Regional Manager for Bank of America from 2008 to 2009.  Prior to this, Barry was the Regional Head of Differentiated Client Service for ABN AMRO/LaSalle Bank in Chicago for nearly a decade.  Here he designed and implemented the key client service strategy to increase client satisfaction and loyalty amongst the top-tier clients in domestic and international treasury and trade functions.

    Barry received his MBA in Finance from the Loyola University’s Quinlan School of Business in Chicago.  He has earned the Accredited ACH Professional (AAP) designation, from NACHA and was recognized as a Permanent Certified Cash Manager (subsequently rebranded as Certified Treasury Professional - CTP), by the Association for Financial Professionals (AFP).

  • State of Small Business Credit and Best Practices to Protect & Grow Your Commercial Portfolio

    Contains 1 Component(s) Recorded On: 09/01/2020

    Do you feel your portfolio is on solid footing? Events in the world impact portfolios in significant ways. Small businesses are being ballasted by government programs and local support, but these programs won’t last forever. Balances and utilization are on the rise, while cash-flow challenges and delinquencies are edging upwards. Join us to learn best practices on how to protect your portfolio through these challenges and hear how your peers are addressing portfolio headwinds, while still focusing on growth.

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    PRESENTER(S):

    Brodie Oldham, Senior Director of Analytic Consultancy, Experian Commercial Data Science

    ABOUT THE WEBINAR:

    Do you feel your portfolio is on solid footing? Events in the world impact portfolios in significant ways. Small businesses are being ballasted by government programs and local support, but these programs won’t last forever. Balances and utilization are on the rise, while cash-flow challenges and delinquencies are edging upwards. Join us to learn best practices on how to protect your portfolio through these challenges and hear how your peers are addressing portfolio headwinds, while still focusing on growth.     

    THIS WEBINAR WILL COVER:

    1. State of small business - A look at the current economic environment, state of credit, and future
    2. Protecting your portfolio - Assessing your portfolio for risk and creating appropriate treatment strategies for those that are most at risk.
    3. Growth in lean times - Weeding out fraud and segmenting risk carefully can help you to continue to grow your portfolio

    TOP 3 BENEFITS TO ATTENDEES:

    1. Small business market health overview current and future
    2. Best practices to protect portfolio balances and treatment for those challenged accounts
    3. How to grow your portfolio safely in lean times

    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.

    Brodie Oldham

    Senior Director of Analytic Consultancy, Experian Commercial Data Science

    Brodie Oldham leads a team of statistical consultants for Experian Commercial Data Sciences business.  He has a wide breadth of experience, as a client as well as a consultant, from production to statistical analytics, which results in a holistic business perspective. He serves diverse organizations from small US based lenders to the largest International banks, insurance, and government agencies. Brodie is an industry expert, who is a regular speaker at industry conferences.

  • Growing consumer lending in uncertain times: the hidden $350 Billion opportunity in auto refinance

    Contains 1 Component(s) Recorded On: 08/25/2020

    When the pandemic hit, most banks drastically slowed their consumer lending programs. With no clear end in sight, banks are now looking for alternative growth options while effectively managing risk. With over $1 Trillion in outstanding auto loans across millions of consumers and 57% of consumers now actively looking for ways to reduce monthly expenses, modern auto refinancing programs represent a significant, untapped opportunity.

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    PRESENTER(S):

    Rob Perrelli, Senior Vice President, Head of Product, Consumer Lending, TCF Bank

    Jeff Keltner, Senior Vice President of Business Development, Upstart

    Angie Tuglus, Strategic Advisor & former financial services executive

    ABOUT THE WEBINAR:

    When the pandemic hit, most banks drastically slowed their consumer lending programs. With no clear end in sight, banks are now looking for alternative growth options while effectively managing risk.

    With over $1 Trillion in outstanding auto loans across millions of consumers and 57% of consumers seeking ways to reduce expenses, modern auto refinancing programs represent a significant, untapped opportunity.

    How can banks tap into this massive opportunity to accelerate growth and acquire and delight new customers? What are the 5 key factors that banks must get right in order to deliver efficient, seamless auto refinance experiences with lower rates?

    Join our panel of experts to:

    • Hear from TCF Bank and a former industry executive on the opportunity and approach in auto refinancing.
    • See how new auto refinance decisioning models perform and deliver better pricing at lower risk than traditional methods.
    • Learn how banks can use new loan decisioning, auto risk and underwriting models to accelerate growth.

    THIS WEBINAR WILL COVER:

    1. How banks can tap into the massive auto refinance opportunity to accelerate growth and acquire and delight new customers.
    2. 5 key factors that banks must get right in order to deliver efficient, seamless auto refinance experiences with lower rates.
    3. Expert data, analysis and insights into modernizing consumer lending to meet rising consumer expectations.

    TOP 3 BENEFITS TO ATTENDEES:

    1. Hear from industry executives on the opportunity and approach in auto refinancing.
    2. See how new auto refinance decisioning models perform and deliver better pricing at lower risk than traditional methods.
    3. Learn how banks can use new loan decisioning, auto risk and underwriting models to accelerate growth.

    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.

    Jeff Keltner

    Senior Vice President of Business Development, Upstart

    Jeff Keltner is the senior vice president of business development at Upstart. With Upstart, banks and other lenders can leverage Upstart's AI platform in the form of a white-labeled lending application to power their own lending programs. Jeff joined Upstart after spending 6 years at Google. He launched and built the Google Apps for Education business, growing market share from zero to almost 70% in its first four years. Jeff spearheaded marketing efforts for Google Apps in Global 2000 accounts and led sales, business development, and go-to-market strategy for the launch of Chrome devices in the education and enterprise sectors. He spent several years in direct sales at IBM, always exceeding quota, and was a founding engineer and lead UI developer at SSB Technologies. Jeff holds a BS in Computer Systems Engineering from Stanford University.

    Angie Tuglus

    Strategic Advisor & former financial services executive

    Angie Tuglus is a former financial services executive with deep experience in the auto industry. She is an expert in building and transforming businesses, from technology to culture change.  

    She began her career in technology startups, building new businesses, and then later applied her passion for transformation in large corporations undergoing major change, including Ford Motor Company, GMAC, and Ally Financial. She has held executive roles including CIO, EVP of Product & Project Delivery, and COO.  As COO for Ally Insurance, Tuglus led all core operational functions such as Contract Administration, Claims, Payments, Loss Control, and Collections. 

    Tuglus has recently returned to her entrepreneurial roots. She serves as a strategic advisor to forward-thinking companies and is writing a book to share how to successfully navigate the complex challenge of business transformation.  

    She holds a BS in Materials Engineering from Northwestern University and an MBA from Duke University.

    Rob Perrelli

    SVP, Head of Product, Consumer Lending, TCF Bank

    Robert Perrelli is the SVP and Head of Product for the Consumer Lending organization within TCF Bank, a $47B bank in total assets and a top 10 deposit market share in the Midwest. Robert joined TCF in 2009 and has played a variety of creative and strategic roles throughout his tenure. Perrelli led strategy and its digital revolution at Inventory Finance and delivered on strategic purpose within the Consumer Bank to drive overall growth and retention. Recently, he also launched TCF’s first- ever fintech partnership in the consumer lending space. Prior to TCF, Robert worked at the National Restaurant Association and Allstate Financial. Robert holds both his undergraduate and master’s degrees in Finance and Strategy from DePaul University where he continues to stay involved on its board for the Coleman Entrepreneurship Center. He and his family currently reside in the Chicago area and enjoy visiting family in Europe when on break.

  • Navigating Recovery to Drive Customer Acquisition

    Contains 1 Component(s) Recorded On: 07/21/2020

    This webinar will examine current economic trends shaping COVID-19 recovery based on unique insights from Mastercard SpendingPulseTM. The session will dive into strategies to support both credit and checking acquisition growth in this environment despite ongoing challenges including limited budgets. Speakers will share Mastercard’s expertise on how to maximize the impact of acquisition campaigns while adequately managing risk of acquired accounts, including case studies highlighting how to leverage analytics to tailor and optimize these campaigns. The session will also cover best-in-class strategies in digital measurement to help banks expand.

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    PRESENTER(S):

    Jamie Mersfelder, Senior Vice President, Mastercard  
    Michael McNamara, Senior Principal, Mastercard

    ABOUT THE WEBINAR:

    In unprecedented times like these, banks need to evolve alongside the evolving needs and preferences of consumers. This webinar will examine current economic trends shaping COVID-19 recovery based on unique insights from Mastercard SpendingPulseTM. The session will dive into strategies to support both credit and checking acquisition growth in this environment despite ongoing challenges including limited budgets. Speakers will share Mastercard’s expertise on how to maximize the impact of acquisition campaigns while adequately managing risk of acquired accounts, including case studies highlighting how to leverage analytics to tailor and optimize these campaigns. The session will also cover best-in-class strategies in digital measurement to help banks expand.

    THIS WEBINAR WILL COVER:

    1. Insights from Mastercard SpendingPulseTM on current economic trends including the shift to digital.
    2. Assessment of the current challenges for open market card and deposit acquisition and strategies to overcome them.
    3. Case studies on how to effectively drive low-risk acquisition in the current environment and confidently measure results.
    4. Considerations to address blind spots within digital marketing strategy and measurement, including Facebook and other paid channels, amidst the accelerated consumer shift to digital.

    TOP 3 BENEFITS TO ATTENDEES:

    1. Better grasp of the U.S. macro-economic landscape based on proprietary Mastercard SpendingPulseTM  to better understand consumer behavior changes. 
    2. Strategies to maximize limited budgets and continue to drive acquisition growth despite the challenging environment.  
    3. Best practices for campaign execution, measurement, and optimization including adapting channel mix to the ongoing shift to digital.

    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.

    Jamie Mersfelder

    Senior Vice President, Mastercard

    Jamie Mersfelder is a Senior Vice President at Mastercard, serving as the lead for U.S. Financial Institutions for Mastercard Data & Services. Jamie has been with Mastercard since 2004, serving in a variety of roles including leading Mastercard’s Western Region in the Bay Area and leading the North America Consulting team within Data & Services. Prior to Mastercard, Jamie was a Principal at American Management Systems (now CGI) and held a variety of roles with niche Management Consulting firms focused on the Financial Services vertical.

    For over 25 years Jamie has worked in business and strategy development, operations improvement, start-up and financial planning, and customer value management within the banking, payments, public sector, and merchant industries.

    Jamie’s consultative focus is on market development, strategy and solutioning to uncover the drivers of growth or rationalization by identifying the levers that can be employed to both strategize and drive impact. Jamie holds a B.S. in Marketing and Management from Davis & Elkins College.

    Brodie Oldham

    Senior Director of Analytic Consultancy, Experian Commercial Data Science

    Brodie Oldham leads a team of statistical consultants for Experian Commercial Data Sciences business.  He has a wide breadth of experience, as a client as well as a consultant, from production to statistical analytics, which results in a holistic business perspective. He serves diverse organizations from small US based lenders to the largest International banks, insurance, and government agencies. Brodie is an industry expert, who is a regular speaker at industry conferences.