AGENDA

TRANSFORMING FINANCIAL INSTITUTIONS INTO AGILE, TECHNOLOGY-DRIVEN COMPANIES

When
October
5 & 6, 2017
Where
Miami

Below is the 2016 agenda, which will give you a sense of the conference style and topics.
The 2017 program will be available in September 2017.

Fintech Americas 2016 Agenda
DIGITALLY TRANSFORMING BANKS FOR THE FINTECH AGE
day 1 - September 22
  • 08:30 AM to 08:35 AM
    INTRO & WELCOME TO FINTECH AMERICAS
    Speakers: Ray Ruga, Founder, Fintech Americas
  • 08:35 AM to 09:00 AM
    BANK TRANSFORMATION: Building an Innovative Banking Culture & Strategy
    Banking is a highly regulated, tradition-bound industry that is built for consistency and risk management. However, enormous technology-based market forces are converging to disrupt the industry, bringing in a wave of new competitors that offer lightening fast products with exceptional design. If banks are to effectively compete in today’s fast moving digital economy, they must first and foremost, embrace a new way of thinking and working that embraces agility, collaboration and creativity to help develop products and services.
    Speakers: Susan Amat, CEO & Founder, Venture Hive
  • 09:00 AM to 09:30 AM
    FINTECH FRONTLINE: How Smaller Banks can Out-Innovate Larger Global Players
    Yes, the bigger banks have deep pockets and the online platforms have great innovation but smaller banks have unique advantages that position them well to compete in the digital age. This panel discussion focuses on how smaller banks are implementing strategies and solutions to grow their businesses while outmaneuvering larger players.
    Speakers: Eddy Arriola, Chairman & CEO, Apollo Bank / Nicole Brown, Asst. General Manager, Information Management Strategy, National Commercial Bank of Jamaica / Tonatiuh Barradas, Vice President of Strategic Industries, SAP Latin America and the Caribbean.
  • 09:30 AM to 10:00 AM
    CYBERSECURITY: Protecting Banks in a Zero Hour World
    The cyber crime world is becoming more ominous and sophisticated by the day. This panel will discuss the threats facing the industry along with the variety of tactics and solutions available to protect banks and their clients.
    Speakers: Jason Wright, Director of Global Field Product Management, Cisco / Oscar Torres, Managing Director, Americas, LENDDO / Moderator: Kevin Cullen, Business Development Director, Volante Technologies, Inc.
  • 10:00 AM to 10:20 AM
    ARTIFICIAL INTELLIGENCE: Are Robots the Future of Bank Customer Service? Meet ALAN
    As banks ramp up for digital transformation, technology is moving to the forefront of the customer experience. Artificial Intelligence offers a tantalizing opportunity to provide a frictionless anytime, anywhere smart banking with a “human touch.” Meet ALAN the Chatbot, the first multisocial and Intelligent conversational banking solution successfully implemented in LatinAmérica.
    Speakers: Daniel Garcia Azpiroz, VP Banking, ALAN
  • 10:20 AM to 10:30 AM
    PLUG & PLAY FINTECH DEMO: ROUND 1
    Plug and Play Fintech runs twelve week programs twice per year and attracts some of the world’s best tech talent. The accelerator, which just announced its fourth batch of fintechs, accepts only 3% of the 1000 companies that apply. Six of Plug and Play’s top alumni companies will be presenting their companies.
    Speakers: Anatalio Ubalde, CEO & Founder, SizeUp
  • 10:30 AM to 10:45 AM
    BREAK
  • 10:45 AM to 10:55 AM
    FINTECH FRONTLINE: TRENDS
    This Tech Talk will provide an introduction to Plug & Play, the world’s largest global technology accelerator and venture fund whose companies in their community have raised over $3.5 billion in funding, with successful portfolio exits including Danger, Dropbox, Lending Club, PayPal, SoundHound and Zoosk. This presentation will highlight their growing Fintech practice and the trends propelling this red-hot industry.
    Speakers: RJ Carver, Founding Member, Plug and Play Fintech
  • 10:55 AM to 11:30 AM
    FINTECH FOR BANKS – Build, Buy or Partner?
    As banks look to develop more agile strategies, their technological infrastructures must be upgraded in order to effectively compete in the digital age. One of the biggest challenges facing banks is in selecting the best software path to achieve their strategic objectives. This panel will discuss the various options banks face and how to best integrate these options into a modern banking platform.
    Speakers: Guilherme Horn, Managing Director of Open Innovation and Financial Services, Accenture / Mike Coyne, SVP Head of Next Generation Platforms Digital Channels, TD BANK / Moderator: RJ Carver, Founding Member, Plug & Play Fintech.
  • 11:30 AM to 12:00 PM
    PAYMENTS: Can Payments be Transformed in the Age of Fintech?
    The Federal Reserve undertook an extensive 18-month research program focused on improving the end-to-end speed, safety and efficiency of the payment system. Strategies for Improving the U.S. Payment System details the conclusions of those efforts and communicates a multi-faceted plan for collaborating with payment stakeholders — including large and small businesses, emerging payments firms, card networks, payment processors and financial institutions — to enhance the speed, safety and efficiency of the U.S. payment system.
    Speakers: Dan Gonzalez, VP Payment Industry, U.S. Federal Reserve Bank of Chicago
  • 12:00 PM to 12:30 PM
    REGULATING INNOVATION: Building a Regulatory Framework for Innovation
    While banks continue to innovate, rapid and dramatic advances in financial technology (fintech) are beginning to disrupt the way traditional banks do business. As the prudential regulator of the federal banking system, the OCC (Office of the Comptroller of the Currency) seeks to promote an environment that allows national banks to thrive. The OCC’s Director of Payments Risk Policy and one of the authors of the agency’s “Supporting Responsible Innovation in the Federal Banking System” will share her perspective on innovation and engage the audience in a discussion on the opportunities and challenges facing banks in this era of disruptive innovation.
    Speakers: Kathy Oldenborg, Director for Payments Risk Policy, U.S. Office of the Comptroller of the Currency / Moderator: Michael Scheibach, Executive Editor, BankNews Media.
  • 12:30 PM to 13:30 PM
    NETWORKING LUNCH
  • 13:30 PM to 13:50 PM
    REGTECH OVERVIEW – Is RegTech the new FinTech? How agile regulatory technology is helping firms better understand and manage their risks
    RegTech is the hottest sub-sector as it is focused on disruption one of the most intractable friction points faced by banks and financial institutions of all sizes in all countries. Regulation is one of a number of services to receive the ‘Tech’ treatment in recent times. As with its bigger brother FinTech, the definition of RegTech will mean different things to different people in this developing area. While the name is new, the marriage of technology and regulation to address regulatory challenges has existed for some time with varying degrees of success. Increasing levels of regulation and a greater focus on data and reporting has however brought the RegTech offering into greater focus thereby creating more value for the firms that invest in these solutions. This presentation will highlight Deloitte’s industry leading work by providing an introductory overview of the solutions and technologies poised to transform how banks address the industries regulatory challenges.
    Speakers: Claudio Fiorillo, Managing Partner of Financial Services Industry, Deloitte & Co.
  • 13:50 PM to 14:20 PM
    REGTECH PANEL – The Promise & Realities of Creating Agile Regulatory Technology
    The potential of RegTech to help banks automate the more mundane compliance tasks and reduce operational risks associated with meeting compliance and reporting obligations is enormous. This panel will explore the realities, opportunities, challenges and timetables facing RegTech innovators in bringing new solutions to the market.
    Speakers: Brian Castro, Co-Founder and Chief Executive Officer, FundPaaS / Noah Spaulding, Director, Legal & Business Affairs, Circle Internet Financial / Moderator: Claudio Fiorillo, Managing Partner of Financial Services Industry, Deloitte & Co.
  • 14:20 PM to 14:40 PM
    DIGITAL BANKING: Building a Digital Platform Strategy
    As banks face the need to transform into digitally agile product and service providers, they must deliver customized, multi-segment financial services to any device, offering an exceptional user experience. This Tech-talk will highlight the attributes banks should look for in evaluating digital platform options, including omnichannel solutions for every business segment, through every available channel – Web, mobile, tablets, smart TVs, social networks, kiosks, ATMs, call centers, and branches and speed-to-market for inclusion of new channels without the need to develop or perform maintenance on every process and integration each time.
    Speakers: German Pugliese-Bassi, Co-Founder, CMO & Alliances, Technisys
  • 14:40 PM to 15:00 PM
    DIGITAL BANKING: Implementing a Digital Platform Strategy
    This panel discussion delves into the options, requirements, opportunities and challenges that banks face in implementing a digital platform strategy. Learn from bankers who have undertaken this transformative strategy to create a nimbler, client friendly digitization of banking services.
    Speakers: German Pugliese-Bassi, Co-Founder, CMO & Alliances, Technisys / Moderator: Ray Ruga, Founder, Fintech Americas
  • 15:00 PM to 15:30 PM
    NETWORKING BREAK
  • 15:30 PM to 15:40 PM
    FINTECH DEMO
    Speakers: Santiago Maggi, CEO & Co-Founder, DVDENDO
  • 15:40 PM to 16:00 PM
    TRANSFORMATION AGENT: Blockchain – What is it and how can it Affect Banking & Finance
    This Tech Talk by Joe Dewey, whose book, “THE BLOCKCHAIN: A Guide for Legal and Business Professional” is being released by Thomson Reuters this Fall, will explain the basics of blockchain technology and how its various applications are poised to transform banking and finance.
    Speakers: Joe Dewey, Partner & Deputy Chair of the Technology & Telecommunication Industry Sector Group, Holland & Knight
  • 16:00 PM to 16:25 PM
    BLOCKCHAIN: Will Blockchain Transform Banking from the Inside or Outside?
    Blockchain technology’s frictionless ease in verifying and processing transactions offers tremendous potential to the banking and financial sector. This panel will explore whether blockchain’s impact will ultimately be most transformative as an internal solution or as an external product for banks and other financial institutions.
    Speakers: Tim Myers, Chief Product Officer, BanQu / Marshall Swatt, Co-Founder and Advisor, ATS, Inc. / Josias “Joe” Dewey, Partner & Deputy Chair of the Technology & Telecommunication Industry Sector Group, Holland & Knight.
  • 16:25 PM to 16:35 PM
    PLUG & PLAY FINTECH DEMO: ROUND 2
    Speakers: Chia Brewin, Customer Development & Marketing Manager, Trunomi / Jonathan Chester, Founder, President, BitWage
  • 16:35 PM to 16:55 PM
    CORE: Digital Transformation and The Core: What you need to know
    As banks look to become more agile and technologically driven companies, the issue of whether they can accomplish this without modernizing their core becomes increasingly important. This discussion will on the options, obstacles and opportunities banks face in evaluating this mission critical component.
    Speakers: Enrique O’Reilly, Regional Director of Americas, Temenos
  • 17:00 PM to 19:00 PM
    COCKTAIL
Day 2 - September 23
Workshops
  • 09:00 AM to 10:00 AM
    HOW BANKS CAN UTILIZE A SAFe SCALED AGILE APPROACH FOR INNOVATION AND TRANSFORMATION
    Banking is here to stay, but Banks may not. The incoming wave of technology companies dedicated to banking requires banks to consider what innovation strategy, and execution framework they will implement in the coming 5 years. SAFe - an Agile framework for the Enterprise - provides a proven approach to align teams, management, deploy strategy quickly and help teams and organizations focus on the high impact opportunities. This one-hour workshop will introduce the SAFe framework and explain how it can be used as a blueprint for building a culture of innovation that provides a proven method to implement strategies in an agile manner, and develop competitive businesses. From strategy definition to day-to-day execution.

    What am I going to get from this course?
    • What does a “Culture of Innovation” mean?
    The Basics of what it is & how it works

    • What are the Key Ingredients for building a culture of innovation?
    Building teams, and teams of teams to scale adaptability and agility
    Structured and proven approach, based on learnings in the banking industry all over the world
    Understanding your customers wants, needs and aspirations
    Measuring success and learning quickly with the right framework to speed up learning

    • Creating an Innovation Strategy
    From an idea to a real-life product in mere weeks. With a method that helps execute, and adapt
    Innovation accounting, a radical approach to testing new products, services in a cost-effective and high impact mannero
    Motivating innovation contributions at all levels of the organization with a method that empowers all employees to make a difference
    Fast time-to-market with the framework to help measure the results and adapt based on near real-time market feedback
    Speakers: Vasco Duarte, Managing Partner, Oikosofy / Cobiscorp
  • 10:10 AM to 11:00 AM
    BIG DATA
    COURSE DESCRIPTION
    Banks spend millions of dollars on data processing, core systems, and point solutions. Bank employees waste countless hours entering data into multiple systems, putting data into spreadsheets, and making decisions based on inaccurate or old data. With all of an institution data in one place management can have a single system to operate the entire bank. This 50-minute workshop white paper describes how big data analytics and data integrations can easily and inexpensively integrate a bank’s data into a single source of truth.

    What am I going to get from this course?
    •The Promise versus the Reality of Big Data

    • The Cost of Inefficiency
    Smart Decisions based on accurate data can improve banks efficiency ratios
    Fast, accurate data is key to Sales and Marketing

    • Data Integration
    What does this Really Mean
    How Does it Work
    Can it work for my Bank

    •Best Practices
    The Integration Process
    Setting Expectations

    • How to Mine Your Data
    Speakers: Jonathan Rowe, Director of Marketing and Research, nCino
  • 11:10 AM to 11:30 AM
    COFFEE BREAK
  • 11:25 AM to 12:15 PM
    BANK DIGITAL MARKETING IN THE AGE OF AMAZON
    COURSE DESCRIPTION
    As competition for financial services intensifies, successfully competing will require banks to market themselves in a digital environment. This 50-minute workshop is designed to provide attendees with a comprehensive overview for developing a digital marketing strategy for your financial institution. Starting from the basics up to developing a digital marketing plan to selecting the solution(s) that will deliver the most relevant, integrated customer experience, and the highest return on marketing investment.

    WHAT AM I GOING TO GET FROM THIS COURSE?
    • The Fundamentals of Digital Marketing for Banks:
    The Basics. The fundamental elements every bank should have in place.
    Branding
    Content & Digital Assets
    Social
    Search
    Defining Success Metrics
    Measurement and ROI
    Reporting vs. Analytics

    • Big Data & The Customer:
    Prioritizing your data streams to define your data and digital strategy. Maximizing the timeliness of the data to drive results.
    Leveraging data in 3rd party tools while staying compliant.

    • Customer Engagement:
    Leverage your data to deliver personalized customer experiences.
    Engaging customers outside of your digital properties.
    Staying relevant and keeping your brand top of mind while driving efficient business results.

    • Identifying & Selecting Partners and Solutions:
    The requirements you should look for in every Partner and Solution.
    Speakers: Rob (Russel) Heiser, President & CEO, Segmint
  • 12:15 PM to 13:15 PM
    NETWORKING LUNCH
  • 13:15 PM to 14:15 PM
    BANKING IN THE CLOUD
    COURSE DESCRIPTION
    As Banks begin to transform their operations to meet the opportunities and challenges of the digital age, one of the most impactful developments has been the move to cloud-based technology platforms and financial applications. The spiraling costs of deploying and maintaining complex in-house legacy systems, along with the need to meet consumers’ digital expectations have led financial institutions to increasingly demand innovative, flexible and cost-effective deployment models for their banking solutions. This one-hour (1) workshop is designed to provide attendees with a comprehensive overview of Cloud solutions for banking and how to construct a blueprint for evaluating these capabilities for your financial institution.

    What am I going to get from this course?
    • What is Cloud for Banking
    The Basics of what it is & how it works

    • Understanding and Evaluating Different Deployment Models:
    Private clouds, which belong to a single organization;
    Public clouds, offered by companies including Amazon and Microsoft; and
    Hybrid clouds, which use a mix of public and private clouds.

    • Understanding & Evaluating the Basics of Different Service Models:
    Software as a service (SaaS): Your bank uses the provider’s applications and operates them on the provider’s infrastructure.
    Platform as a service (PaaS): Your bank deploys its own applications onto a cloud infrastructure using the provider’s programming tools—a good choice for banks that develop their own applications.
    Infrastructure as a service (IaaS): Your bank runs operating systems and applications on the cloud provider’s infrastructure.

    • Roadmap to the Cloud
    Risk factors to consider
    Data Governance and Timeframe
    Project Patterns

    • Clouds Solutions and Security & Compliance
    U.S. Requirements
    Latin America Requirements

    • Cost of Cloud Solutions
    Establishing an ROI

    • Implementing Cloud Solution
    Planning
    Resources Required (Bank Team Members + Hours)
    Cloud Governance
    Practical examples
    Speakers: Lalo (Eduardo) Steinmann, ‪Cloud Lead Latin America, Enterprise Clients, Microsoft‬‬‬‬‬‬‬‬‬
  • 14:25 PM to 15:25 PM
    CYBERSECURITY
    COURSE DESCRIPTION
    Digital vulnerability is a reality for any business that is on the web. For banks, however, the stakes, realities and consequences of potential system attacks are higher than ever. This one-hour (1) workshop is designed to provide attendees with a comprehensive overview of Cyber Security solutions for banking and how to construct a blueprint for evaluating these capabilities for your financial institution.

    What am I going to get from this course?
    • Cyber Security 101 – The Basics for Today’s Digital Age
    Identifying Internal & External Cyber risks
    Protecting Organizational Systems, Assets & Data
    Detecting System Intrusions, Data Breaches & Unauthorized Access
    Responding to a Potential cyber security event
    Recovering from a cybersecurity event

    • Building a Comprehensive Cyber Security Technology Strategy
    Flexible systems to support the Banking Industry’s Changing Technologies and Business Models
    Making security more effective while reducing cost and complexity

    • Developing an operational focus to help improve a banks’ security posture
    How to evaluate cyber security solutions that can effectively optimize the effectiveness of multivendor security environments

    • Creating a plan to help banks effectively bridge the security talent shortage
    Options for outsourcing cyber security functions
    Speakers: Pedro Parra, Latin America Leader, IBM Security Services
  • 15:25 PM to 15:40 PM
    HOME STRETCH BREAK
  • 15:40 PM to 16:30 PM
    FINTECH FRENEMIES
    COURSE DESCRIPTION
    Fintechs are developing exciting new solutions and applications that are transforming the financial industry. As Fintechs begin to focus more on collaboration – as opposed to competition – banks stand to gain great technology that enhances and deepens customer engagement, a win-win. However, this is easier said than done. This fifty-minute (50) workshop is designed to provide attendees with an understanding of the technology, contractual and regulatory requirements that need to be addressed to execute a bank-to-fintech partnership.

    What am I going to get from this course?
    • Fintech 101 - Getting in the Game
    An overview of fintech ecosystems
    Ways for Banks to join the Fintech Ecosystem
    Incubators/Accelerators

    • Compete or Collaborate

    • Developing a Fintech Strategy
    Build, Buy or Partner?

    • Setting the Stage
    Technology
    Contractual
    Regulatory

    • Measuring Success
    Speakers: Guilherme Horn, Managing Director of Open Innovation, Accenture