Agenda

Enjoy a rich lineup of engaging sessions and product showcases.

2024 Agenda

2024 lineup coming soon!

Thursday, January 13, 2022

3:00 pm

 — 

5:00 pm

Concurrent Sessions
Session A
Exhibitor Set-Up
This is some text inside of a div block.

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

 — 

8:00 pm

Concurrent Sessions
Session A
New Leaders In Banking Awards Dinner
This is some text inside of a div block.

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

Separately-Ticketed Event. Click here to register.

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.

Thursday, January 11, 2024

3:00 pm

 — 

5:00 pm

Concurrent Sessions
Exhibitor Set-Up
This is some text inside of a div block.

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.

5:30 pm

 — 

8:00 pm

Concurrent Sessions
New Leaders In Banking Awards Dinner
This is some text inside of a div block.

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

Separately-Ticketed Event. Click here to register.

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

Friday, January 12, 2024

7:00 am

 — 

Concurrent Sessions
Keynote Session
Registration Opens
This is some text inside of a div block.
Presented By
Registration Opens
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.
Presented By
No items found.

7:30 am

 — 

Concurrent Sessions
Keynote Session
Innovation Breakfast Service Begins
This is some text inside of a div block.
Presented By
Innovation Breakfast Service Begins
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.
Presented By
No items found.

8:00 am

 — 

9:30 am

Concurrent Sessions
Meeting Room 2
Keynote Session
SBA Training Session
Meeting Room 2
This is some text inside of a div block.

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
SBA Training Session
This is some text inside of a div block.

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
This is some text inside of a div block.
This is some text inside of a div block.
Presented By
No items found.

8:00 am

 — 

8:45 am

Concurrent Sessions
Meeting Room 1
Keynote Session
There Are Only Two Kinds of Community Banks: The Innovative & the Doomed
Meeting Room 1
This is some text inside of a div block.

Innovation Breakfast Session

Community bankers are often leaders — but somehow this quality is not so prevalent when it comes to critical areas like technology and innovation within their own institution. Industry veteran Jay Sidhu of Customers Bancorp laments that complacency is killing the community banking sector.

As a young man who grew up in India, Jay Sidhu backpacked across Afghanistan, Iran, and Western Europe with just $100 — managing to make it to London and back to India. He then moved to the United States in 1971 with no money, connections, or friends. Sidhu is now CEO of Customers Bancorp, Inc. and executive chairman of Customers Bank. When he joined Customers in 2009, previously known as New Century Bank, the company was a $250 million asset-troubled bank. Today, it is a high performing bank with over $21 billion in assets providing a range of banking and lending services to small and medium-sized businesses, professionals, individuals, and families.

From 1989 to 2006, Sidhu was the Chairman and CEO of Sovereign Bancorp, Inc and Sovereign Bank, a $90 billion financial institution. During his 20-year career at Sovereign, he grew the organization from an IPO value of $12 million to the 17th largest banking institution in the U.S., with a market cap approaching $12 billion at the end of 2006. Through 2006 Sovereign’s shareholders experienced an interest rate of return of 17% over the last 20 years, outperforming the S&P 500 and Dow Jones Industrial Average over 5-, 10- and 20-year periods.

Presented By
Jay Sidhu
CEO
Customers Bank
Meeting Room 1
There Are Only Two Kinds of Community Banks: The Innovative & the Doomed
This is some text inside of a div block.

Innovation Breakfast Session

Community bankers are often leaders — but somehow this quality is not so prevalent when it comes to critical areas like technology and innovation within their own institution. Industry veteran Jay Sidhu of Customers Bancorp laments that complacency is killing the community banking sector.

As a young man who grew up in India, Jay Sidhu backpacked across Afghanistan, Iran, and Western Europe with just $100 — managing to make it to London and back to India. He then moved to the United States in 1971 with no money, connections, or friends. Sidhu is now CEO of Customers Bancorp, Inc. and executive chairman of Customers Bank. When he joined Customers in 2009, previously known as New Century Bank, the company was a $250 million asset-troubled bank. Today, it is a high performing bank with over $21 billion in assets providing a range of banking and lending services to small and medium-sized businesses, professionals, individuals, and families.

From 1989 to 2006, Sidhu was the Chairman and CEO of Sovereign Bancorp, Inc and Sovereign Bank, a $90 billion financial institution. During his 20-year career at Sovereign, he grew the organization from an IPO value of $12 million to the 17th largest banking institution in the U.S., with a market cap approaching $12 billion at the end of 2006. Through 2006 Sovereign’s shareholders experienced an interest rate of return of 17% over the last 20 years, outperforming the S&P 500 and Dow Jones Industrial Average over 5-, 10- and 20-year periods.

Presented By
Jay Sidhu
Customers Bank
This is some text inside of a div block.
This is some text inside of a div block.
Presented By
No items found.

8:45 am

 — 

9:30 am

Concurrent Sessions
Meeting Room 1
Keynote Session
Customer Service Is Critical for Banks Now: J.D. Power Survey
Meeting Room 1
This is some text inside of a div block.

J.D. Power's U.S. Retail Banking Satisfaction Study suggests that minor frustrations for customers spell big trouble for banks as rates rise.We'll hear from Dann Allen, Sr. Director for Banking & Payments Intelligence at J.D. Power what pitfalls lie ahead, and what bank leaders should be doing to make this a smooth ride.

Mr. Allen has more than 30 years of experience in international banking, customer experience, and communications.Prior to joining J.D. Power, Dann served in customer experience leadership roles in banking, most recently as Client Experience Executive at MUFG Union Bank and previously at Bank of the West. At Union, he led customer research, customer analytics, performance improvement, and regulatory complaints management.

Presented By
Dann Allen
Sr. Director for Banking & Payments Intelligence
J.D. Power
Meeting Room 1
Customer Service Is Critical for Banks Now: J.D. Power Survey
This is some text inside of a div block.

J.D. Power's U.S. Retail Banking Satisfaction Study suggests that minor frustrations for customers spell big trouble for banks as rates rise.We'll hear from Dann Allen, Sr. Director for Banking & Payments Intelligence at J.D. Power what pitfalls lie ahead, and what bank leaders should be doing to make this a smooth ride.

Mr. Allen has more than 30 years of experience in international banking, customer experience, and communications.Prior to joining J.D. Power, Dann served in customer experience leadership roles in banking, most recently as Client Experience Executive at MUFG Union Bank and previously at Bank of the West. At Union, he led customer research, customer analytics, performance improvement, and regulatory complaints management.

Presented By
Dann Allen
J.D. Power
This is some text inside of a div block.
Meeting Room 2
This is some text inside of a div block.
Presented By
No items found.

9:30 am

 — 

10:00 am

Concurrent Sessions
Meeting Room 2
Keynote Session
Personal & Small Biz Loans Are Growth Areas With Cross-Sell Opportunities
Meeting Room 2
This is some text inside of a div block.

Fintechs cultivate personal and small business loan borrowers as long-term banking prospects. Can banks and credit unions compete?

Moderated by Paul F. Larsen, Chief Lending Officer, Torrington Savings Bank.
Panelists: Maria Ponce, SMD, Consumer Products and Digital Banking, Webster Bank and D. Josh Reilly, Senior Vice President, M&T Bank


Presented By
Meeting Room 2
Personal & Small Biz Loans Are Growth Areas With Cross-Sell Opportunities
This is some text inside of a div block.

Fintechs cultivate personal and small business loan borrowers as long-term banking prospects. Can banks and credit unions compete?

Moderated by Paul F. Larsen, Chief Lending Officer, Torrington Savings Bank.
Panelists: Maria Ponce, SMD, Consumer Products and Digital Banking, Webster Bank and D. Josh Reilly, Senior Vice President, M&T Bank


Presented By
This is some text inside of a div block.
This is some text inside of a div block.
Presented By
No items found.

9:30 am

 — 

10:15 am

Concurrent Sessions
Meeting Room 1
Keynote Session
Monsters Under The Bed: What The CFO Sees
Meeting Room 1
This is some text inside of a div block.

A panel of community bank CFOs discuss the economic outlook they see, the challenges and opportunities ahead, and their plans for keeping control of any downturns.

Discussion participants include Rebekah Stokes,  SVP/Treasurer & CFO at Thomaston Savings Bank; Paul Young, Senior Executive Vice President & Chief Financial Officer at Liberty Bank; and Jennifer Marchand, Senior Vice President, Treasurer & Chief Financial Officer, Torrington Savings Bank

Presented By
Meeting Room 1
Monsters Under The Bed: What The CFO Sees
This is some text inside of a div block.

A panel of community bank CFOs discuss the economic outlook they see, the challenges and opportunities ahead, and their plans for keeping control of any downturns.

Discussion participants include Rebekah Stokes,  SVP/Treasurer & CFO at Thomaston Savings Bank; Paul Young, Senior Executive Vice President & Chief Financial Officer at Liberty Bank; and Jennifer Marchand, Senior Vice President, Treasurer & Chief Financial Officer, Torrington Savings Bank

Presented By
This is some text inside of a div block.
This is some text inside of a div block.
Presented By
No items found.

10:00 am

 — 

10:50 am

Concurrent Sessions
Meeting Room 2
Keynote Session
Growth Multipliers: Digital Deposits, Brick Branches
Meeting Room 2
This is some text inside of a div block.

It's clear that clients want to interact with banks in new ways, both digitally and in-person. Great customer service is key for direct banks and neobanks, but they often fall short. This creates an opening for traditional players that launch digital brands. But traditional branches are also still critical. As consumer expectations evolve, how do you know what elements will best engage them in your brand and your branch? Discussion leaders include Lizette Nigro, SVP, Digital Engagement, Liberty Bank; Matt Smith, EMD, Chief Digital Banking Officer and Head of Enterprise Product Management, Webster Bank; Kerri Bastien, First Vice President - Retail Delivery Officer at Ion Bank; and Nina Vellayan, President and CEO of Engageware.

Presented By
Meeting Room 2
Growth Multipliers: Digital Deposits, Brick Branches
This is some text inside of a div block.

It's clear that clients want to interact with banks in new ways, both digitally and in-person. Great customer service is key for direct banks and neobanks, but they often fall short. This creates an opening for traditional players that launch digital brands. But traditional branches are also still critical. As consumer expectations evolve, how do you know what elements will best engage them in your brand and your branch? Discussion leaders include Lizette Nigro, SVP, Digital Engagement, Liberty Bank; Matt Smith, EMD, Chief Digital Banking Officer and Head of Enterprise Product Management, Webster Bank; Kerri Bastien, First Vice President - Retail Delivery Officer at Ion Bank; and Nina Vellayan, President and CEO of Engageware.

Presented By
This is some text inside of a div block.
This is some text inside of a div block.
Presented By
No items found.

10:15 am

 — 

10:50 am

Concurrent Sessions
Meeting Room 1
Keynote Session
How AI Will Infiltrate The Banking Battle
Meeting Room 1
This is some text inside of a div block.

This session will dive into the future of generative and conversational AI for financial institutions and demonstrate why it is important to embrace this technology. We'll explore various ways you can use it, such as adding a personal touch to apps, empowering your workforce to do more - essentially giving them superpowers, and extracting insights that will enhance value for your customers and give your business a competitive edge. It's all about meeting changing expectations from customers, employees, and business partners. Plus, we'll tackle any fears or roadblocks, offer guidance on how to leverage this technology safely, and give you the confidence to kickstart your AI journey this year! Presented by Rishi Sharma, Senior Director of AI at Posh.

Presented By
Rishi Sharma
Senior Director of AI
Posh
Meeting Room 1
How AI Will Infiltrate The Banking Battle
This is some text inside of a div block.

This session will dive into the future of generative and conversational AI for financial institutions and demonstrate why it is important to embrace this technology. We'll explore various ways you can use it, such as adding a personal touch to apps, empowering your workforce to do more - essentially giving them superpowers, and extracting insights that will enhance value for your customers and give your business a competitive edge. It's all about meeting changing expectations from customers, employees, and business partners. Plus, we'll tackle any fears or roadblocks, offer guidance on how to leverage this technology safely, and give you the confidence to kickstart your AI journey this year! Presented by Rishi Sharma, Senior Director of AI at Posh.

Presented By
Rishi Sharma
Posh
This is some text inside of a div block.
This is some text inside of a div block.
Presented By
No items found.

10:30 am

 — 

1:30 pm

Concurrent Sessions
Keynote Session
Exhibit Hall Opens
This is some text inside of a div block.
Presented By
Exhibit Hall Opens
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.
Presented By
No items found.

11:00 am

 — 

12:00 pm

Concurrent Sessions
Meeting Room 1
Keynote Session
Run Your Bank Like You're SEAL Team Six
Meeting Room 1
This is some text inside of a div block.

Few people on earth have fit more into a life than Don Mann. A former Navy SEAL Team Leader who was twice captured by enemy forces and lived to tell his story, Mann has played a crucial role in some of America’s most daring military missions for more than two decades. Most recently, he trained the SEAL Team Six warriors who assassinated Osama bin Laden in May 2011.

Mann, who’s also a New York Times bestselling author, accomplished endurance athlete and mountaineer and star of the reality TV series Surviving Mann, recently has focused his attention on inspiring others to achieve goals they never imagined they could. As a sought-after motivational speaker around the U.S., Mann addresses a wide range of audiences — from major corporations to universities, to professional sports teams. He takes crowds inside a gripping underworld of risk and courage, while relating tales from the battlefield as well as from grueling suffer-fests like the Hawaii Ironman, which he has completed twice.

His message includes equal doses of inspiration and strategy. As he likes to say, “Anybody with the proper mindset can achieve anything imaginable.” The key, which he relates in his “Reaching Beyond Boundaries” presentation, is to “turn macro goals into micro goals.”

In this special appearance at BankWorld, Don Mann will share his amazing stories and help you see how you can apply his principles to building the best team possible to hit your targets at your bank or credit union.

Mann received a Masters in Management from Troy State University, in Troy, AL, a B.S. in International Relations & Criminal Justice, from Florida State University, in Tallahassee, Fla, and a B.S. in Liberal Science, from State University of New York. He lives in Williamsburg, Va.

Presented By
Don Mann
Former Member of SEAL Team Six, Renowned Athlete and Trainer
Meeting Room 1
Run Your Bank Like You're SEAL Team Six
This is some text inside of a div block.

Few people on earth have fit more into a life than Don Mann. A former Navy SEAL Team Leader who was twice captured by enemy forces and lived to tell his story, Mann has played a crucial role in some of America’s most daring military missions for more than two decades. Most recently, he trained the SEAL Team Six warriors who assassinated Osama bin Laden in May 2011.

Mann, who’s also a New York Times bestselling author, accomplished endurance athlete and mountaineer and star of the reality TV series Surviving Mann, recently has focused his attention on inspiring others to achieve goals they never imagined they could. As a sought-after motivational speaker around the U.S., Mann addresses a wide range of audiences — from major corporations to universities, to professional sports teams. He takes crowds inside a gripping underworld of risk and courage, while relating tales from the battlefield as well as from grueling suffer-fests like the Hawaii Ironman, which he has completed twice.

His message includes equal doses of inspiration and strategy. As he likes to say, “Anybody with the proper mindset can achieve anything imaginable.” The key, which he relates in his “Reaching Beyond Boundaries” presentation, is to “turn macro goals into micro goals.”

In this special appearance at BankWorld, Don Mann will share his amazing stories and help you see how you can apply his principles to building the best team possible to hit your targets at your bank or credit union.

Mann received a Masters in Management from Troy State University, in Troy, AL, a B.S. in International Relations & Criminal Justice, from Florida State University, in Tallahassee, Fla, and a B.S. in Liberal Science, from State University of New York. He lives in Williamsburg, Va.

Presented By
Don Mann
This is some text inside of a div block.
This is some text inside of a div block.
Presented By
No items found.

12:00 pm

 — 

1:15 pm

Concurrent Sessions
Keynote Session
Reception Lunch & Open Bar With Exhibitors
This is some text inside of a div block.

Lunch is served in the exhibit hall with open bar.

Presented By
Reception Lunch & Open Bar With Exhibitors
This is some text inside of a div block.

Lunch is served in the exhibit hall with open bar.

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

Reserve your spot.

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

Connect

American Business Media Logo

American Business Media LLC

88 Hopmeadow St
Weatogue, CT 06089

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 © 2024 | Privacy Policy