January 14, 2022

The nation's largest regional banking conference.

The Northeast's premier banking event.

The amazing BankWorld is back for its 27th year, and once again, this is your can’t-miss opportunity to learn about the future of banking at the Northeast’s largest and most exciting banking show. This expansive conference will provide you with essential educational sessions, interactive panels, cutting-edge exhibits, countless networking opportunities, raffles, and so much more – all with an eye to giving you an edge against the competition.

BankWorld is the opportunity to get your hands on the latest products and technology that are revolutionizing the future of banking. If you’re an executive, senior management, or staff member involved in operations, technology, lending, retail banking, marketing and sales, human resources, security, or compliance and risk management, BankWorld is for you. BankWorld is your must-attend event!

Location

Mohegan Sun Casino & Resort

Located in the fantastic Mohegan Sun Casino & Resort in Uncasville, CT. Need to stay the night? Enjoy our discounted room rates.

When

January 14, 2022

BankWorld is an event filled with education and opportunity. Don't miss the New Leaders Awards Gala, happening on January 13, and our main event on Friday, January 14.

The expo is brought to you by

Speakers

Find these industry leaders sharing their insights at the event.

Peter Berbee

VP Product Management Financial Services
Kore.ai

Carrie Blankenship

Director of Product Management, Real-time and Emerging Payments
Fiserv

Mike Kanarellis

Principal
Wolf & Co.

John Crowley

Channel Manager
ArmorPoint

Michael Kannan

Director of IT Assurance and Security Research
GraVoc

Nathaniel C. Gravel

Vice President of Information Security & IT
GraVoc

Barry McCarthy

President and Chief Executive Officer
Deluxe

John D. Flory III

Chief Information Security Officer
Harbor Networks

Bruce Paul

Managing Director
Rivel Banking

Aaron Silva

President
Paladin fs

Agenda

Enjoy a rich lineup of engaging sessions and product showcases.

Thursday, January 13, 2022

3:00 pm

 — 

5:00 pm

Concurrent Sessions
Session A
Exhibitor Set-Up

Exhibitor set-up. Not open to attendees.

Presented By
This is some text inside of a div block.
This is some text inside of a div block.
Session B
Heading
This is some text inside of a div block.
Presented By
This is some text inside of a div block.
This is some text inside of a div block.

5:30 pm

 — 

8:30 pm

Concurrent Sessions
Session A
New Leaders In Banking Awards Dinner
Uncas Ballroom

Recognizing young bankers across Connecticut who display leadership skills above the ordinary.

Separately-Ticketed Event

Presented By
This is some text inside of a div block.
This is some text inside of a div block.
Session B
Heading
This is some text inside of a div block.
Presented By
This is some text inside of a div block.
This is some text inside of a div block.

Friday, January 14, 2022

7:30 am

 — 

Concurrent Sessions
Meeting Room 1
Registration Opens
Presented By
Meeting Room 2
No items found.

7:30 am

 — 

Concurrent Sessions
Meeting Room 1
C-Suite Breakfast Service Begins
Meeting Room 1

Invitation only.

Presented By
Meeting Room 2
No items found.

8:15 am

 — 

9:00 am

Concurrent Sessions
Meeting Room 1
C-Suite Breakfast Session
Meeting Room 1

This invitation-only event features a special keynote speaker only for C-Suite banking executives and select sponsors.


Cryptocurrencies: A Lender’s Friend or Foe?

With bitcoin hitting all-time highs recently, China outlawing all crypto transactions and the term “defi” showing up seemingly everywhere, what is a commercial lender to make of crypto?  How vulnerable are traditional banks and credit unions to significant disruption?  Or does crypto present new and exciting opportunities?  Hear from Wolf & Company’s national crypto practice leader about where crypto fits into the broader fintech industry, where a bank’s risks and opportunities might be and what every bank should be doing right now.

Presented By
Mike Kanarellis
Wolf & Co.
Meeting Room 2
Real Time Payments - A Catalyst For Innovation

According to Omdia’s ICT Enterprise Insights 2021/22 survey series, a study comprising more than 6,600 interviews with CIOs and other senior IT decision makers across financial services and adjacent vertical industries, new payment services built on top of real time payments are a top priority in 2022. Globally, real time payments has been a gamechanger. With the wider adoption of open banking , the implementation of ISO 20022 and the expectation of instant settlement, the demand for real time payments is gaining traction for both consumer and business payments. Join this session to find out,

  • why the true and extended value of real time payments lies in integrating with the wider digital ecosystem
  • what can the United States learn about the different payments services overlays from around the world
  • how adding new payments service on top of real time infrastructure drives value to financial institutions and corporates
Carrie Blankenship
Presented By
Carrie Blankenship
Fiserv

9:00 am

 — 

10:30 am

Concurrent Sessions
Meeting Room 1
SBA Training Session

Join representatives from Conn., RI and Mass. offices of the U.S. Small Business Administration for updates on lending programs, training on new initiatives and forecasts for opportunities in the offing.

Presented By
Meeting Room 2
No items found.

9:00 am

 — 

9:45 am

Concurrent Sessions
Meeting Room 1
What Do New England Millennials And Gen Z Groups Want From You? They Told Us.
Meeting Room 1

After completing our latest round of Banking Benchmarks, which includes thousands of interviews with them specifically on this topic - the results will surprise you! Banks often gear their spending toward capturing these up and coming customers, but do you really know what products and services they want? Join us and we’ll share what they said. Featuring Bruce Paul and Livia Chandler of Rivel.

Presented By
Bruce Paul
Rivel Banking
Meeting Room 2
Emerging Risks in Banking: Know The Threats And Be Prepared
Meeting Room 2

During this interactive session, we will examine the current impact of ransomware and extorsion on the financial industry.  We will review current threats and risks this sector is facing as we head into post pandemic days. Our panelists will discuss new risks, preventative measures and review a roadmap to combat those dangers.

You will leave with a better understanding of:

  • Risks from mobile apps
  • Third-party organizations being a vulnerable target
  • Phishing & Social Engineering Attacks
  • Ransomware & Denial of Service Attacks
  • Safeguarding your financial institutions reputation
  • Preventing loss of customer money and time
John D. Flory III
Presented By
John D. Flory III
Harbor Networks
John Crowley
Presented By
John Crowley
ArmorPoint

9:45 am

 — 

10:30 am

Concurrent Sessions
Meeting Room 1
10 Negotiating Commandments You Should Never Break

In the art of negotiating, "splitting the difference" is never an acceptable compromise.  In negotiations against major technology vendors, splitting the difference can mean unknowingly leaving millions on the table and obligating your institution to long-term risk you can't clearly see in contracts today.  Most bankers can strike a winning loan deal with their customers any day of the week because you own that domain, but when it comes to technology contracts, let's face it - you're outgunned.

Join expert negotiator Aaron Silva to gain real-world insights into the negotiating philosophies and tactics used against bankers by these very sophisticated vendors.  You will leave this session armed with the 10 Negotiating Commandments You Should Never Break in any type of business negotiation.

Presented By
Aaron Silva
Paladin fs
Meeting Room 2
How To Use Conversational AI To Reduce Cost And Drive Increases In Customer Satisfaction
Meeting Room 2

The banking landscape has never been more competitive. Customers have higher expectations for their customer experience and the way they interact with their bank and finances. Conversational AI has become more prevalent across many industries and has driven these expectations even higher. This technology offers an opportunity to show customers that banks prioritize their experience by providing quick access to information such as balances and spending history and the ability to complete action-oriented functions such as transfers and fraud reporting in a completely self-serve manner. With conversational AI, banks can reach their customers on a variety of channels and in a personalized manner, using past user history, predictive analytics and sentiment analysis to ensure customers have the best experience possible. These advancements in technology drive significant contact center cost reductions and increases in customer satisfaction, and in this session we’re going to dive deep into how conversational AI enables these phenomenal business outcomes.

Presented by:

Peter Berbee is a seasoned product development executive who drives innovation within Kore.ai’s financial services offerings. As an industry veteran with more than 30 years of experience, he blends technology, automation, and digital capabilities to deliver best-in-class digital customer experiences that increase loyalty, repeat business, and revenue growth. Berbee joined Kore with a wide range of experience in financial services, having spent time with Citigroup, Bank of America, and First Bank System, Inc.

Peter Berbee
Presented By
Peter Berbee
Kore.ai

10:30 am

 — 

11:15 am

Concurrent Sessions
Meeting Room 1
Banks & The Small Business Revolution
Meeting Room 1

Who better to discuss ramping up banking services for small businesses than Deluxe President and CEO Barry C. McCarthy. Barry has run two small businesses, currently leads a Fortune 1,000 payments and business technology company, and recently authored a book to empower small business owners and entrepreneurs. In “Small Business Revolution: How Owners and Entrepreneurs Can Succeed,” he delivers a stirring combination of uplifting stories and valuable tips to help small business owners – and bankers -- survive and succeed during unprecedented challenges.

Presented By
Barry McCarthy
Deluxe
Meeting Room 2
Hiring A Friendly Adversary: The Importance of Adversary Simulation Exercises
Meeting Room 2

Many bank and credit unions today perform some level of vulnerability assessment and penetration testing on an annual basis to fulfil compliance requirements and understand their potential exposure to cyberattacks.  However, security strategy for most organizations surrounding this type of testing has yet to take the next step.  This session examines the importance of planning and performing adversary simulation  exercises such as red and purple team testing and the value that these exercises can ultimately provide.

Nathaniel C. Gravel
Presented By
Nathaniel C. Gravel
GraVoc
Michael Kannan
Presented By
Michael Kannan
GraVoc

11:00 am

 — 

Concurrent Sessions
Meeting Room 1
Exhibit Hall Opens
Presented By
Meeting Room 2
No items found.

11:15 am

 — 

12:45 pm

Concurrent Sessions
Meeting Room 1
Reception Lunch & Open Bar With Exhibitors
Exhibit Hall

Lunch is served in the exhibit hall with open bar.

Presented By
Meeting Room 2
No items found.

1:00 pm

 — 

Concurrent Sessions
Meeting Room 1
Exhibit Hall Closes
Presented By
Meeting Room 2
No items found.

1:00 pm

 — 

2:30 pm

Concurrent Sessions
Meeting Room 1
Community Champions Awards Luncheon
Meeting Room 1

For community banks and credit unions, service to community is one of the strongest marketing initiatives possible. That’s why we’re celebrating the Community Champion Awards. Presented by Banking Northeast Magazine, we’re highlighting organizations that created unique community partnerships, that went beyond the call to aid their community in a special time of need, or have demonstrated what their institution’s cumulative effort has meant to their communities.

Presented By
Meeting Room 2
No items found.

IMPORTANT: Full COVID-19 vaccinations* will be required to attend.
Anyone unable to provide proof of vaccination status will NOT be allowed entrance to the event.

*Full vaccinations are defined as: 2 doses of either the Pfizer or Moderna vaccines, or 1 dose of the Johnson & Johnson. Boosters are highly encouraged, but not mandatory. We will not accept negative COVID-19 tests as an alternative to vaccination. In addition to your vaccination card you will be required to present valid photo ID at time of arrival.

Sponsors

Thank you to our sponsors, who you can meet at the event.
No items found.

Hotel

Located in the fantastic Mohegan Sun Casino & Resort in Uncasville, CT.
Need to stay the night? Enjoy our discounted room rates.

Hotel

Mohegan Sun Casino & Resort

1 Mohegan Sun Boulevard
Uncasville, CT
06382

Reserve your spot.

Don't miss this exciting event, reserve your spot today.

Connect

American Business Media Logo

American Business Media LLC

345 North Main St., Suite 313
West Hartford, CT 06117

Find more events through American Business Media.

See all shows

BankWorld is produced by American Business Media, LLC & The Connecticut Bankers Association
All rights reserved © 2021 | Privacy Policy