CBA Webinars

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

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  • Interest Rate Gravity: How Rates (not Coronavirus) Defined Lending in 2020

    Contains 1 Component(s) Includes a Live Web Event on 12/15/2020 at 2:00 PM (EST)

    Join our very own Princeton economist, Rene Segura, as he guides us through a year-in-rateview as we re-visit industry rates across Auto, Home Equity, Mortgage, and Personal Loans to help answer how borrowers (and lenders) are shifting behaviors in this environment; and what signs that may give us for what’s to come in 2021.

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    PRESENTER(S):

    Rene Segura, Head of Consumer Lending, FBX

    ABOUT THE WEBINAR:

    Interest Rates in all shapes and forms take center stage in this webinar. With rates at all-time lows and unemployment at all-time highs, the problem everyone in the financial services space has been dealing with is how borrowers and competitors have shifted their behaviors and strategies to adjust to this new normal. As Warren Buffett once said: “Interest rates are to asset prices what gravity is to the apple. When there are low interest rates, there is a very low gravitational pull on asset prices.” How have rate movements by the Fed and financial institutions driven changes in the value placed on lending both from a borrower’s and lender’s point of view? 

    Join our very own Princeton economist, Rene Segura, as he guides us through a year-in-rateview as we re-visit industry rates across Auto, Home Equity, Mortgage, and Personal Loans to help answer how borrowers (and lenders) are shifting behaviors in this environment; and what signs that may give us for what’s to come in 2021.

    THIS WEBINAR WILL COVER:

    • What the last 9 months of interest rates tell us about financial services and lending in general.
    • How coronavirus and interest rates have directly and indirectly impacted borrower behaviors in relation to debt, lending, and risk.
    • What, if anything, can we expect as we enter 2021.

    TOP 3 BENEFITS TO ATTENDEES:

    • Learn about the overarching industry rate trends related to financial services products.
    • Understand the cross-product impact of rates on borrowers and how businesses can manage that impact.
    • Find out how to improve and optimize your Interest Rate strategies.

    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.

    Rene Segura

    Head of Consumer Lending, FBX, an Informa Financial Intelligence company

    Rene Segura leads FBX’s Consumer Lending division covering Auto, Credit Card, Home Equity, Personal, and Small Business Lending data and analytics. Over the years, Rene has led analytics and product teams across Auto, Home Equity, Mortgage, and Personal Lending. Prior to joining IFI, Rene managed data analytics for Financial Services at Capital One supporting Compliance, Operations, Sales, and Servicing, as well as Margin Management for their Home Loans division. Rene graduated with degrees in Economics and Computer Science from Princeton University with a concentration in data analytics and the economic impact of monetary policy.

  • 2020 Fiserv Annual Payments Transformation Research

    Contains 1 Component(s) Includes a Live Web Event on 12/15/2020 at 11:00 AM (EST)

    The payment experience is taking center stage and redefining the direction of the industry. The sixth annual payments survey of financial institutions, commissioned by Fiserv, highlights that shift and the need for financial institutions to accelerate their payments modernization and technology transformation.

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    PRESENTER(S):

    David Chance, Vice President, Product Strategy & Innovation, Fiserv

    ABOUT THE WEBINAR:

    The payment experience is taking center stage and redefining the direction of the industry. The sixth annual payments survey of financial institutions, commissioned by Fiserv, highlights that shift and the need for financial institutions to accelerate their payments modernization and technology transformation.

    We will share results from our recently published 2020 Fiserv Payments Survey – Payments Transformation: Immediate, Intelligent and Inclusive. The survey was undertaken online during the summer of 2020 garnering responses from nearly 250 senior executives from banks and financial institutions globally.

    KEY INSIGHTS INCLUDE:

    1. Acceleration of payments and digital transformation projects already underway, by COVID-19 pandemic.
    2. Real-time payments, ISO 20022 migration, payments modernization and consolidation remain top of mind.
    3. Opportunity to provide revenue-generating, differentiated services by building overlay services on existing payment rails.
    4. The ability to monetize payments data rich information is key, as is intraday liquidity management as we move to a 24/7 always on environment, and
    5. For operational continuity and efficiencies, financial institutions look to partner or outsource management of their payments infrastructure.

    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.

    David Chance

    VP Product Strategy and Innovation, Fiserv

    David Chance is VP Product Strategy and Innovation at Fiserv. David sits on several industry bodies including as Chair for Payments Canada’s Stakeholder Advisory Council.

    David, with over 20 years in the industry, is a hugely experienced payments professional and recognised thought-leader, with significant global strategy, business and solutions development background. He is a regular participant in industry working groups. David’s experience includes senior roles at Dovetail as head of product strategy and management, eFunds in corporate cash management, middleware and real-time payments, including supporting financial institutions in strategic planning for UK Faster Payments. David’s focus is now on ensuring our solutions remain at the forefront of financial services technology innovation. David has a BSc in Geography from Manchester University.

    David Chance is a board member of Afinis, the US API standards group; the ESTF, an European Payments Council forum that contributes to the development of the Euro payment schemes; a member of the ISO RTPG Core review Team that provides implementation guidelines for the use of ISO20022 for both domestic and cross border instant payment schemes; he is chair for Payments Canada’s Stakeholder Advisory Council; and NACHA, as a committee member of the Innovation Alliance, helping to understand pioneering ways of using electronic payments could reduce check and cash usage.

  • Retail Deposit & Lending Pricing 2025: Where the industry is headed, and what you need to do next year to prepare.

    Contains 1 Component(s) Includes a Live Web Event on 12/10/2020 at 2:00 PM (EST)

    Join us for a discussion on how the art and science of rate planning and optimization will converge with the need to deliver more in-the-moment pricing without the legacy constraints of your core system or LOS.

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    PRESENTER(S):

    Dustin Allen, Sr. Director at Nomis Solutions

    ABOUT THE WEBINAR:

    With a year dominated by an election and a pandemic coming to a close it’s time to think about the capabilities that will guide high-performing institutions through what is likely to be a multi-year period of compressed margins and increased regulatory pressure.

    Join us for a discussion on how the art and science of rate planning and optimization will converge with the need to deliver more in-the-moment pricing without the legacy constraints of your core system or LOS.

    THIS WEBINAR WILL COVER:

    • If you are considering a new Core processor or a new Loan Origination System (LOS) in the next 5 years, this webinar is a must.
    • Best practices in marrying the back-office function of portfolio and rate management with the forward-facing delivery tools in your branches and your digital channels.
    • Considerations that will set your bank up to increase, rather than destroy, franchise value as we move through another rate and business cycle.

    TOP 3 BENEFITS TO ATTENDEES:

    • New perspectives on how to think about 2021 planning and a 2025 vision.
    • Insights to best practices for institutions that are deepening relationships and building long-term franchise value over chasing rate specials.
    • Gather concepts for delivering high-speed pricing and execution for both sides of the retail balance sheet in both base and promotional pricing schemas.

    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.

    Dustin Allen

    Senior Director of Global Deposits Solutions, Nomis

    Dustin Allen is a Senior Director for Nomis.He helps financial institutions excel at pricing, delivering, and managing their deposits franchise.

  • ECONOMIC UPDATE, Presented by Visa

    Contains 1 Component(s) Includes a Live Web Event on 12/09/2020 at 2:00 PM (EST)

    Unprecedented fiscal and monetary policy have helped to ease some of the economic pain, but questions remain over the effects on the economic outlook and payment industry. Join Visa for a deep dive on the economic outlook and recovery and what that could mean for your business and consumers.

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    PRESENTER(S):

    Michael Brown, Principal U.S. Economist, Business and Economic Insights, Visa Inc.

    ABOUT THE WEBINAR:

    The deep recession that began in March resulted in severe disruptions to economic activity and dramatically reduced the number of Americans working. Now, the focus is shifting to the recovery and how to navigate the next few months as COVID cases continue to surge as we enter the winter flu season. Unprecedented fiscal and monetary policy have helped to ease some of the economic pain, but questions remain over the effects on the economic outlook and payment industry. Join Visa for a deep dive on the economic outlook and recovery and what that could mean for your business and consumers.

    THIS WEBINAR WILL COVER:

    1. Economic Update – The outlook through 2022 focusing on key macroeconomic variables influencing the consumer landscape and the payments industry more broadly, as well as the recovery in consumer spending and income, the labor market, the housing market, and risks to the economic outlook.
    2. Key Consumer Trends – Key insights into the latest consumer attitude and behavior trends, with implications for issuer and merchant partner in this challenging environment.
    3. Bankcard Industry Forecasts – A review of key business drivers to determine forecasts through 2022.

    TOP 3 BENEFITS TO ATTENDEES:

    1. Gain insight into the key risks to the U.S. economic outlook. 
    2. Learn about how this recession and recovery brought on by the pandemic compares to prior recessions, and how that will impact recovery.
    3. See how recovery among small business is measuring up to overall economic recovery.

    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 Brown

    Principal U.S. Economist, Business and Economic Insights, Visa Inc.

    As Principal U.S. Economist, Michael Brown closely monitors trends in the U.S. economy and leverages economic and payment industry data to explain the impact of these trends for company and client executives, as well as government leaders. Before joining Visa in 2018, Michael was vice president and economist for the Wells Fargo Economics Group, where he was responsible for coordinating the team’s U.S. macroeconomic forecast. Michael earned his B.S. in business economics and his master’s degree in economics from the Sam M. Walton College of Business at the University of Arkansas Michael is a member of the National Association of Business Economics and the American Economic Association.

  • Why you should build your next originations solutions

    Contains 1 Component(s) Includes a Live Web Event on 12/08/2020 at 2:00 PM (EST)

    You know your business better than anyone. You have innovative ideas, a unique business model, maybe even a first-class internal development team and the financial resources to both create your own products and maintain them over time. So, why shouldn’t you build rather than buy your next lease of loan origination solution?

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    PRESENTER(S):

    Scott Hendriks, Director, Product Strategy, defi SOLUTIONS
    Alex Maritczak, Global Auto Finance Leader, Advisory EY
    Craig Levering, Director, PwC, PricewaterhouseCoopers Advisory Services

    ABOUT THE WEBINAR:

    You know your business better than anyone. You have innovative ideas, a unique business model, maybe even a first-class internal development team and the financial resources to both create your own products and maintain them over time. So, why shouldn’t you build rather than buy your next lease of loan origination solution?

    If your origination solution no longer meets your needs, what’s the best path forward: buy or build? Should you continue using in-house or contract developers to create software that matches your business needs, or should you pursue a more modern way to rapidly build the LOS you need?

    The “buy versus build” conundrum is pervasive and being discussed by larger and smaller lenders as well. While each lender has its own criteria for addressing the question, it’s important to consider the evolution of the debate. Long-held arguments may no longer hold water and new elements should be considered.

    THIS WEBINAR WILL COVER:

    1. A comparison of approaches to building a solution.
    2. The role of third-party integrations.
    3. How you can accurately cost out the approaches.

    TOP 3 BENEFITS TO ATTENDEES:

    1. A new approach to an outdated conundrum. 
    2. An understanding of short- and long-term benefits and implications.
    3. Free consultation using defi’s proprietary tool.

    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.

    Scott Hendriks

    Director, Product Strategy, defi SOLUTIONS

    Scott Hendriks has over 25 years’ experience in auto and consumer lending operations and technology with companies such as PNC Bank, Wells Fargo, Fiserv, and Sagent Lending Technologies. At defi, Scott leads the product strategy function for the origination product solution set by working closely with clients, prospects, and client advocates to innovate solutions that enable lenders of all sizes to create experiences that meet their customers' needs.

    Craig Levering

    Director, PwC, PricewaterhouseCoopers Advisory Services

    Craig Levering is a Director in PwC's Banking Transformation Practice and has leadership roles in the Lending Community of Interest and the U.S. Automotive Finance Team. He has over 20 years of experience in strategic planning, business transformation, business requirements definition, program/project management, regulatory review, system design, system implementation, and test management. His significant industry experience includes automotive finance, mortgage, retail banking, and credit cards. He earned a MBA with a focus in Finance and Econometrics from the University of Chicago Booth School of Business and a BBA in Management Science from the University of Texas at Arlington.

    Alex Maritczak

    Global Auto Finance Leader, Advisory EY

    Alex Maritczak leads EY’s U.S. Auto Finance Advisory practice and has 25 years of industry and consulting experience in the automotive and financial services industries. He has extensive experience in Auto Finance Strategy and Operations in innovating business practices, leading transformational change and improving organizational, business unit and value chain profitability.

  • Mortgage Servicing – Regulatory readiness for both primary servicers and sub servicing oversight

    Contains 1 Component(s) Includes a Live Web Event on 12/03/2020 at 2:00 PM (EST)

    This session will highlight regulatory expectations for a Compliance Management System (“CMS”), with a focus on mortgage servicing, based on federal requirements and investor guidelines in the wake of Covid-19 following the continued surge of mortgage delinquencies and defaults.

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    PRESENTER(S):

    Jeff Hulett , Promontory Mortgage and Consumer Lending Solution Center Leader, Promontory Financial Group, an IBM Company
    Rachel Anderika, Director, Promontory Financial Group, an IBM Company
    Tatum Crotinger, Director, Promontory Financial Group, an IBM Company
    Brandon McKnight,
    Senior Vice President of Operations, Promontory Financial Group, an IBM Company
    Miles Ravitz,
    Senior Principal, Promontory Financial Group, an IBM Company

    ABOUT THE WEBINAR:

    This session will highlight regulatory expectations for a Compliance Management System (“CMS”), with a focus on mortgage servicing, based on federal requirements and investor guidelines in the wake of Covid-19 following the continued surge of mortgage delinquencies and defaults. The session will also highlight common pitfalls that servicer and sub-servicer experienced while quickly operationalizing a large number of regulatory and investor expectations.  Lastly, the session will conclude with a focus on key preventative solutions for enhancing your organization’s compliance risk management processes, thereby improving the overall framework related to mortgage compliance and operations.

    THIS WEBINAR WILL COVER:

    • Overview of key federal regulatory and investor expectations for a mature CMS Program and programmatic elements (e.g. Complaint Management, Issue Management, Risk Assessments, Monitoring) with a focus on mortgage servicing/sub-servicing
      Current Pitfalls & Trends with a focus on:
      • CARES/ FCRA compliance
        Potential for borrower harm
      Identification of Solutions
      • CMS Assessment/ Exam Preparedness
        Cognitive control solutions for managing control environment

    TOP 3 BENEFITS TO ATTENDEES:

    • Greater understanding of current regulatory landscape for mortgage servicers/sub-servicers.
    • Greater understanding of current industry landscape for  mortgage servicers/ sub-servicers.
    • Identification of solutions to address current mortgage servicing/sub-servicing 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.

    Jeff Hulett

    Promontory Mortgage and Consumer Lending Solution Center Leader, Promontory Financial Group, an IBM Company

    Jeff draws on more than 25 years in financial services consulting and banking. He has deep experience advising clients on new business line development, operational leadership, functional risk management, and credit product management.

    Jeff joined Promontory from KPMG where he was a managing director who specialized in financial services clients, advising them on credit operations, risk management, and analytics needs. Among his signature engagements, he led a 10-year, 30 bank Federal Deposit Insurance Corp. loss share engagement, including commercial and mortgage-related bank products and processes. He also led numerous assessments related to model governance, compliance, and enterprise risk management.

    Prior to his time in consulting, Jeff was a senior vice president and senior credit officer at Rockland Trust Company, a bank based in Rockland, Mass. He was previously a senior vice president and general manager at Wells Fargo.

    Jeff has an extensive background in mathematics, especially using data to drive organizational success. He has experience standing up robotic platforms utilizing machine learning and natural language processing and has developed and managed algorithms in credit and consumer-demand identification.

    Rachel Anderika

    Director, Promontory Financial Group, an IBM Company

    Rachel advises clients on a broad range of regulatory issues, including problem-bank remediation, consumer compliance, BSA/AML, and institutions with complex commercial loan portfolios.

    Before joining Promontory, Rachel spent 9 years with the Office of the Comptroller of the Currency (OCC) examining institutions of all sizes. She has a strong background in reviewing commercial credit, including commercial real estate, commercial and industrial, and asset-based lending. Recently, Rachel has worked extensively in helping problem banks remediate a variety of enforcement issues. She also has experience examining large and complex banks in the retail space, including credit card, installment, and home equity lending. Rachel is a graduate of the OCC’s Retail Excel Program which was designed to identify a cadre of professionals to work in large complex financial institutions in the retail credit space. She participated on the OCC’s cross-functional national home equity lending team where she conducted horizontal reviews to ascertain home-equity-lending risks and exposure in the national banking system. Rachel has also served as assistant portfolio manager of a $20 billion institution. Rachel was commissioned a national bank examiner by the U.S. Treasury in 2010.

    Tatum Crotinger

    Director, Promontory Financial Group, an IBM Company

    Tatum draws on a strong and diverse background in consumer financial protection and lending regulations to help financial institutions conduct compliance testing and meet their regulatory obligations.

    Prior to joining Promontory, Tatum spent three years in the regulatory-risk advisory practice of a Big Four accounting firm, where she developed and performed risk assessments on compliance-management systems, programs, and controls. She also developed and performed compliance testing and multiple fair-lending assessments, with a focus on the Home Mortgage Disclosure Act and regulation for preventing unfair, deceptive, or abusive acts or practices. Tatum previously spent several years as a compliance attorney working directly with federal and state regulatory agencies on mortgage servicing examinations and audits, as well as assessing compliance with federal banking laws and mortgage regulations. Additionally, she served as a consulting auditor as part of an Office of the Comptroller of the Currency foreclosure-related look-back review.

    Brandon McKnight

    Senior Vice President of Operations, Promontory Financial Group, an IBM Company

    Brandon oversees the North America operational delivery of Promontory’s anti-money-laundering, customer due diligence, and asset reviews. He develops solutions to complex organizational problems while also maximizing operational efficiencies.

    Prior to joining Promontory, he was the Senior Vice President of Operations at Stewart Lender Services (SLS), where he managed three acquisitions, two of which became profitable under his supervision. While at SLS, he also served as the Vice President of Product Development and Implementation, designing new products and managing implementation processes.

    Brandon was also the Vice President of Operations at Claremont Information Systems, where he was responsible for day-to-day operations and expanded the company’s data footprint from 9% to 60%. Prior to that, he was the Director of Business Development at Gardner Signs, where he generated new business and managed strategic partnerships.

    Brandon has a B.S. in Business and Administration and a J.D. from University of Colorado at Boulder.

    Miles Ravitz

    Senior Principal, Promontory Financial Group, an IBM Company

    Miles draws on his background in enterprise risk management, quantitative finance, regulatory compliance, and program managementto advise clients on salient issues in risk management. He is well versed in governance, risk, and compliance frameworks, Basel risk-based capital requirements, and capital stress testing. As a Promontory employee, Miles has worked on engagements to establish ERM programs, perform risk assessments, evaluate compliance with regulatory expectations and infuse technology into risk and compliance processes. Prior to joining Promontory, Miles served as a consultant at Capgemini, helping clients validate credit risk models, carry out Basel III program assessments, develop pre-provision net-revenue models, and manage programs for regulatory compliance. Miles has also held a variety of roles at the New York Mercantile Exchange, where he had experience in both open-outcry and algorithmic trading. He has served as an adjunct professor at Touro College. Miles earned a B.A. in economics from Emory University, an M.S. in financial engineering from New York University, and is certified as a financial risk manager (FRM) by the Global Association of Risk Professionals (GARP).

  • Flexible Liquidity Solutions Build Loyalty

    Contains 1 Component(s) Includes a Live Web Event on 12/03/2020 at 12:00 PM (EST)

    Join our webinar for highlights from the 2020 Emergency Funds Survey conducted by SmartBrief on behalf of Fiserv. Leverage insights into consumer behavior, and be ready with affordable liquidity options, at a time and point your customers need them.

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    PRESENTER(S):

    Jeff Burton, Product Line Manager, Financial & Risk Management Solutions

    ABOUT THE WEBINAR:

    Consumers need for immediate access to short-term, small-dollar loans goes beyond crisis situations as we recently learned from our 2020 Emergency Funds Survey. 

    When it comes to affordable short-term loans, bank loyalty seems to take a back seat with 84% of respondents saying they would be willing to open an account with another bank that provided short-term, small-dollar loan, and 26% saying they would switch banks to gain access to the funds. It appears that loyalty follows liquidity and if financial institutions fail to act, they run the risk of losing existing customers.

    Join our webinar for highlights from the 2020 Emergency Funds Survey conducted by SmartBrief on behalf of Fiserv.  Leverage insights into consumer behavior, and be ready with affordable liquidity options, at a time and point your customers need them.

    THIS WEBINAR WILL COVER:

    1. 2020 Emergency Funds Survey Results
    2. Additional Third Party Research on Small Dollar Lending
    3. Strategic Planning for 2021 and Beyond

    TOP 3 BENEFITS TO ATTENDEES:

    1. Insights to Consumer Behavior 
    2. Reasons to Act Now with Liquidity Solutions  
    3. Considerations for Proactive and Reactive Liquidity Options 

    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.

    Jeffrey Burton

    Product Line Manager, Fiserv

    Jeff has over 30 years of banking experience and has been with Fiserv since 2001.  He is currently a Product Line Manager within Fiserv’s Financial Risk Management Solutions Division, leading deposit liquidity solutions including overdraft management, deposit availability and small dollar lending.  In this role, Jeff works closely with bank executives with various functional backgrounds including product, finance, legal, compliance and technology to deliver solutions to help financial institutions meet the liquidity needs of their clients.  

  • COVID-19’s impact on credit

    Contains 1 Component(s) Includes a Live Web Event on 12/02/2020 at 1:00 PM (EST)

    Hear the most up-to-date research on consumer credit behavior during the pandemic and what it means moving forward. Also, gain an understanding of the relationship between credit scoring and risk, as it pertains to these uncertain economic conditions.

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    PRESENTER(S):

    Dr. Emre Sahingur, Senior Vice President, Predictive Analytics, Research and Product Management, VantageScore Solutions

    ABOUT THE WEBINAR:

    This unprecedented year has challenged both consumers and lenders alike. Consumers are starting to feel the weight of economic circumstances, as credit lines tighten and delinquencies begin to rise. Lenders across all industries are assessing risk more closely and looking for ways to prepare their portfolios.

    Hear the most up-to-date research on consumer credit behavior during the pandemic and what it means moving forward. Also, gain an understanding of the relationship between credit scoring and risk, as it pertains to these uncertain economic conditions.

    THIS WEBINAR WILL COVER:

    • Trends in consumer credit behavior, throughout COVID and in the coming months.
    • The latest default rates, card utilization and card balance insights.
    • Current credit risk data and its relationship to credit scoring.

    TOP 3 BENEFITS TO ATTENDEES:

    • Manage your portfolio and mitigate risk, specifically in this unpredictable economy.
    • Gain a better understanding of consumer credit behaviors during the pandemic.
    • Learn about consumer credit scoring, its importance to assessing credit risk and the changes that may occur in the near 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.

    Dr. Emre Sahingur

    Senior Vice President, Predictive Analytics, Research and Product Management, VantageScore Solutions

    Dr. Emre Sahingur, Senior Vice President for Predictive Analytics, Research and Product Management. Dr. Sahingur leads VantageScore’s data scientists who have developed and maintain the VantageScore credit scoring models. Dr. Sahingur also leads the firm’s research and analysis efforts aimed at providing insights and information related to credit scoring and consumer credit.   

    Prior to VantageScore, Dr. Sahingur also served as the Chief Risk Officer for Model Risk Management at Fannie Mae, where he served in several senior risk and analytics roles for 9 years. Prior to Fannie Mae, Dr. Sahingur was with Capital One for 10 years serving in various senior roles related to consumer lending, modeling and credit risk management. 

  • Small Business Banking: Time to Sink or Swim

    Contains 1 Component(s) Recorded On: 11/19/2020

    Organizational issues often make it difficult for financial institutions (FIs) to adequately serve their small business customers. Many FIs are still offering consumer solutions that lack the critical functionality small businesses need to manage their finances. With the impact of COVID-19 and the acceleration of digital among consumers and businesses alike, FIs must step up their game—or they risk losing these relationships to institutions that can better serve their needs.

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    PRESENTER(S):

    Ron Shevlin, Director of Research, Cornerstone Advisors
    Doug Brown, SVP & GM, NCR Digital Banking
    Erica Pilon, Executive Director, Small Business Product, NCR Digital Banking

    ABOUT THE WEBINAR:

    Organizational issues often make it difficult for financial institutions (FIs) to adequately serve their small business customers. Many FIs are still offering consumer solutions that lack the critical functionality small businesses need to manage their finances. With the impact of COVID-19 and the acceleration of digital among consumers and businesses alike, FIs must step up their game—or they risk losing these relationships to institutions that can better serve their needs.

    THIS WEBINAR WILL COVER:

    • Organizational challenges facing FIs when it comes to serving small businesses.
    • Impacts of COVID-19 on small businesses and what this means for FIs and digital banking.
    • Customer experience expectations of small businesses.

    TOP 3 BENEFITS TO ATTENDEES:

    • Learn about the solutions small businesses need to effectively manage their financial wellbeing.
    • Find out why account opening is vital to acquiring new business customers.
    • Understand how to drive change within your organization.

    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.

    Ron Shevlin

    Director of Research, Cornerstone Advisors

    Ron Shevlin is the Director of Research at Cornerstone Advisors where he heads up the firm’s strategic research efforts. Author of the book Smarter Bank and the Fintech Snark Tank on Forbes, Ron is ranked among the top fintech influencers globally, and is a frequent keynote speaker at banking and fintech industry events. His prior experience includes research and consulting for Aite Group, Forrester Research, and KPMG. Ron has an MBA from the University of Texas at Austin and a bachelor’s degree in Economics from SUNY Binghamton.  

    Doug Brown

    SVP & General Manager, NCR Digital Banking

    Douglas Brown is the senior vice president and general manager of NCR Digital Banking, where he leads strategy and business execution of NCR’s digital-first customer experience for banks and credit unions. With a successful track record in the fintech space, Brown brings expertise on how financial institutions can innovate at scale. 

    At NCR, Brown leads a high-growth business unit that develops industry leading mobile apps, personalized digital experiences and analytics to drive market growth for clients in the Large Financial Institution (LFI) and Community Financial Institution (CFI) segments. His team has evolved the NCR Digital Banking platform and expanded capabilities that provide hosted, premise and cloud-based delivery models. Through Brown’s leadership, NCR Digital Banking delivers success for hundreds of financial institutions with more than 22 million consumer and business users. 

    Prior to NCR, Brown was group executive of Digital at FIS, where he drove innovation, revenue growth and margin expansion.  Doug led strategic acquisitions in mobile, launched the FIS Cardless Cash ecosystem and created new digital businesses in the fuel and convenience store vertical. He has also held leadership roles at Bank of America (where he launched BofA mobile banking in 2007), and edocs, a successful start-up venture in the eBilling space. 

    Brown is a featured banking technology industry speaker in leading media publications, including The Wall Street Journal, Business Insider, Bloomberg and American Banker, and is featured in a Harvard Business Review case study. He has multiple patents granted in the mobile, payments and authentication areas.

    Brown earned an MBA from the UVA Darden School of Business and graduated from Georgetown University with a B.S. in Marketing.

    Erica Pilon

    Executive Director, Small Business Product, NCR Digital Banking

    Erica Pilon is Executive Director of Product Management at NCR DI, where she heads the Product roadmap, strategy, and execution for a portfolio of over 600 Financial Institution. Since joining NCR in early 2019, she has driven 83% year over year growth in Business Banking and transformed the strategy for digital Money Movement.  Prior to NCR, Erica spent 17 years at FIS, holding several leadership roles for the suite of digital products, including managing Development and Product for the award winning Business eBanking solution.  Erica has a BA in English Literature from the University of Michigan and an MA in Written Communication from Eastern Michigan University.

  • Building Quality and Quantity of Customers in Digital Channels

    Contains 1 Component(s) Recorded On: 11/17/2020

    Join Novantas experts for an exploration of digital relationship building. During this session, we’ll discuss new research on what’s driving the gaps between digital and branch quality, as well as programs banks can put in place now to drive higher quality in 2021 and beyond.

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    PRESENTER(S):

    Sarah Welch, Director, Marketing Solutions Leader, Novantas
    Brandon Larson, EVP, Marketing & Distribution Leader, Novantas

    ABOUT THE WEBINAR:

    The pandemic has accelerated the shift to digital channels by 3 – 5 years over the course of a few months. While banks have had success acquiring customers in digital channels, the quality of these customers is typically poor – from account opening and on. How do you build quality and quantity as we continue the rapid transition to a digital world?

    Join Novantas experts for an exploration of digital relationship building. During this session, we’ll discuss new research on what’s driving the gaps between digital and branch quality, as well as programs banks can put in place now to drive higher quality in 2021 and beyond.

    THIS WEBINAR WILL COVER:

    • New research covering digital trends in 2020 and forecasts for the future.
    • The nature vs. nurture debate with respect to digital customer quality.
    • Getting personal in digital communications.

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    Sarah Welch

    Director, Marketing Solutions Leader, Novantas

    Sarah is a Director and head of Marketing Solutions at Novantas. She brings 15 years of experience as an entrepreneur and marketer in AdTech and digital products and works closely with marketing executives and product leaders across the industry to develop distinctive value propositions, improve marketing analytics, and drive the alignment of cross-bank communications around the customers. She has helped build, quantify and execute tangible strategic and tactical programs to improve deposit growth at lower cost.

    Brandon Larson

    EVP, Marketing & Distribution Leader, Novantas

    Brandon is an EVP and head of the Marketing and Distribution business at Novantas. He brings 10+ years of retail banking strategy experience and works extensively with clients in North America to develop market-based, omni-channel strategies. He has also led numerous engagements for clients in the areas of marketing analytics, branch strategy, performance management and M&A integration.