CBA Webinars

CBA Team Contact

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

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  • Small Business Banking: Time to Sink or Swim

    Contains 1 Component(s) Includes a Live Web Event on 11/19/2020 at 2:00 PM (EST)

    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.

  • Banks Prepare for the Wave of Delinquencies and Defaults

    Contains 1 Component(s) Includes a Live Web Event on 11/18/2020 at 2:00 PM (EST)

    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
    Wendy Weinhardt, Principal Solutions Engineer, 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.

    Wendy Weinhardt

    Principal Solutions Engineer, Neustar

    Wendy Weinhardt is a Principal Solutions Engineer, and a new addition to the Neustar team. She comes to Neustar after 20+ years of experience at Capital One in various aspects of the financial services industry – including customer acquisitions, digital messaging, and consumer debt. For the past 5 years, Wendy had been an Agency Manager focusing on both 1st and 3rd party post charge-off debt collections - working to launch industry leading digital strategies. Wendy has a Bachelor of Science in Psychology with a minor in Business from Virginia Commonwealth University.

  • How to be there for every consumer financial milestone

    Contains 1 Component(s) Includes a Live Web Event on 11/12/2020 at 2:00 PM (EST)

    This session includes a review of primary findings and recommendations from research conducted by Forrester in partnership with Blend to uncover market opportunity and technology enablers for milestone-based lending.

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    PRESENTER(S):

    Scott Hirsch, Product Marketing Leader, Blend

    ABOUT THE WEBINAR:

    This session includes a review of primary findings and recommendations from research conducted by Forrester in partnership with Blend to uncover market opportunity and technology enablers for milestone-based lending.

    THIS WEBINAR WILL COVER:

    • Research hypothesis
    • Overview of findings
    • Milestone-based lending maturity model

    Research Hypothesis: Personal life events and milestones are the number one driver of financial product purchasing, but lenders lack the full capabilities to help prospects and customers meet their needs and achieve their goals with minimal friction during these journeys.

    Attendees will come away with findings in response to the following questions:

    • What are customers’ expectations?
    • How do you meet them?
    • How do you differentiate?
    • How do you innovate?

    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 Hirsch

    Product Marketing Leader, Blend

    Scott leads product marketing for Blend, a technology company that helps lenders streamline the customer journey for any banking product from application to close. A startup veteran, Scott most recently served as the global head of digital and marketing operations at HERE Technologies and the senior director of content and digital marketing at Neustar. Scott’s passions are product storytelling, customer-centered communications, and strategic marketing.

    Scott earned an MBA from the Haas School of Business at U.C. Berkeley and a BA in English and Environmental Science from the University of Virginia.

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

    Contains 1 Component(s) Includes a Live Web Event on 11/10/2020 at 2:00 PM (EST)

    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.

  • Online Closings – Prepare Now – Don’t Wait for the Next Crisis!

    Contains 1 Component(s) Includes a Live Web Event on 10/28/2020 at 2:00 PM (EDT)

    In this webinar, Accurate Group will explore how lenders of all sizes can implement the most efficient online closing workflows into their lending process today, along with reviewing best practices to ensure your transactions are secure, encouraging quick approval for use by your legal team to make certain your business is prepared for the future.

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    PRESENTER(S):

    Dave Samson, VP, NotaryWorks® Signing Solutions, Accurate Group, LLC
    Frank Guarnera, Director of National Sales, Accurate Group, LLC

    ABOUT THE WEBINAR:

    Innovation has always been a hot topic among lenders but wasn’t a pressure point until COVID-19 hit, affecting day-to-day operations and putting lenders in a crunch to quickly pivot and hurriedly employ new technology to keep business moving forward.

    In this webinar, Accurate Group will explore how lenders of all sizes can implement the most efficient online closing workflows into their lending process today, along with reviewing best practices to ensure your transactions are secure, encouraging quick approval for use by your legal team to make certain your business is prepared for the future.

    Our experts will also examine how digitization of the mortgage process is imperative for lenders looking to maintain or create competitive advantage by offering flexible, online alternatives while delivering the best borrower experience to attract and retain clients while combining safety, security and speed.

    THIS WEBINAR WILL COVER:

    • Current Industry Landscape & Trends
    • Assessing Closing Solution Options
    • Best Practices for Implementation

    TOP 3 BENEFITS TO ATTENDEES:

    Learn how to Implement an Effective Closing Solution:

    • To Prepare for the Future of Closings
    • For A Seamless Borrower Experience
    • Greater Efficiency and Faster, More Accurate Loan Closings

    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.

    Dave Samson

    VP, NotaryWorks® Signing Solutions, Accurate Group, LLC

    Dave is a 28 year veteran of the title and escrow business and brings a passion for building efficiencies in high volume processes, with a particular focus on the consumer loan signing experience. NotaryWorks® Signing Solutions marries all available resources, such as mobile notary, attorney, hybrid, and remote notary options, and presents them to lenders as simple cascading services. Dave joined Accurate Group, LLC in 2015, after a lengthy career managing large and small production teams within First American where he sharpened his process management skills, working closely with technology development.

    Frank Guarnera

    Director of National Sales, Accurate Group, LLC

    Frank has over 20 years of experience in the mortgage banking industry. Prior to joining Accurate Group, Frank served as Vice President of Strategic Accounts for First American Corporation, responsible for consultative sales and the management of the overall business relationship for mid-sized regional banks and lenders throughout the country. In 2007, Frank coordinated and co-managed the Louisiana Road Home Project, a project designed to appraise the 125,000 plus homes destroyed in Hurricanes Katrina and Rita. Prior to that Frank was the Regional Appraisal Manager for Ameriquest Mortgage where he was responsible for developing, piloting and implementing a state-of-the-art appraisal vendor management system designed to ensure appraiser independence.

  • All The Answers

    Contains 1 Component(s) Recorded On: 10/21/2020

    Well, of course we don’t have all the answers… but, we can provide Lenders and Investors the tools and approach needed to navigate this pandemic environment with success. Our insight and expert analysis in the consumer lending industry will help you better understand how to move your company forward into 2021 with precision and confidence.

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    PRESENTER(S):

    Rutger van Faassen, VP of Consumer Lending, Informa Financial Intelligence
    Suraya Randawa, Head of Research
    , Informa Financial Intelligence

    ABOUT THE WEBINAR:

    Well, of course we don’t have all the answers… but, we can provide Lenders and Investors the tools and approach needed to navigate this pandemic environment with success. Our insight and expert analysis in the consumer lending industry will help you better understand how to move your company forward into 2021 with precision and confidence.

    THIS WEBINAR WILL COVER:

    • Where is the demand for lending (which customer segments are willing to borrow money)?
    • Where is supply for lending (which segments show lenders willing to lend money or investors willing to buy loans)?
    • At what price are loans booked (and does that provide enough margin for potential future losses)?

    TOP 3 BENEFITS TO ATTENDEES:

    • Understand the three things to closely monitor to get comfortable with lending in this new space.
    • The tools and approach needed to navigate this pandemic environment.
    • What you need to do to be prepared for growth and success in 2021.

    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.

    Rutger van Faassen

    Vice President of Consumer Lending, Informa Financial Intelligence

    Rutger van Faasseen is the Head of Product & Market Strategy for FBX at Informa Financial Intelligence. FBX provides clients with actionable insights from the unique data assets generated about the competitive banking landscape both qualitative and quantitative. Rutger brings over two decades of experience in international retail lending to FBX and its clients. Rutger joined Informa from Nomis Solutions where he provided predictive analytics leveraging the FBX data set. Prior to that Rutger worked at ABN AMRO Bank both in Europe and the US in different consumer lending roles.

    Suraya Randawa

    Head of Research, Informa Financial Intelligence

    Suraya Randawa is the Head of Omnichannel Experience at FBX, Informa Financial Intelligence. She oversees the firm’s team of researchers that helps banks, credit unions and fintech firms around the globe assess banking journeys and adopt the most successful digital and cross-channel strategies. Suraya oversees the Digital Banking Hub, the live user experience data platform that allows clients to track and analyze competitors’ features and functionalities. 

  • Redefining the Customer Experience for the Next Normal in Banking

    Contains 1 Component(s) Recorded On: 10/15/2020

    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) Recorded On: 10/14/2020

    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.

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

    Contains 1 Component(s) Recorded On: 10/06/2020

    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) Recorded On: 09/23/2020

    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.

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    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.