Agenda

Enjoy a rich lineup of engaging sessions and product showcases.

Thursday, January 13

3:00 pm

 — 

5:00 pm

Concurrent Sessions
Session A
Exhibitor Set-Up

Exhibitor set-up. Not open to attendees.

Presented By
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Session B
Heading
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What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

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Presented By
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5:30 pm

 — 

8:30 pm

Concurrent Sessions
Session A
New Leaders In Banking Awards Dinner
The Cabaret Theater

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

Separately-Ticketed Event

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

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

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

Friday, January 14

7:30 am

 — 

Concurrent Sessions
Session A
Registration Opens
Presented By
Session B
No items found.

7:30 am

 — 

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

Invitation only.

Presented By
Session B
No items found.

8:15 am

 — 

Concurrent Sessions
Session A
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.

Presented By
Session B
No items found.

9:00 am

 — 

10:30 am

Concurrent Sessions
Session A
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
Session B
No items found.

9:00 am

 — 

9:45 am

Concurrent Sessions
Session A
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
Livia Chandler
Rivel Banking
Session B
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
Session A
Covid Convinced Me…
Meeting Room 1

In a matter of days, the global pandemic upended traditional banking practices. Branches without staff but back offices that couldn’t stop, consumer demands for contactless experiences, digital and mobile experiences that exploded popularity – all this and more fueled rapid change in the banking world. Join our panel of bankers who suddenly found themselves embracing tactics, techniques and technology they were hesitant about before, and hear how those advancements have affected each institution. This insightful and critical session is hosted by COCC.

Presented By
Session B
Making AI Your Customer’s Ally
Meeting Room 2

Consumers like a personal touch. But they also want quick and reliable customer service. One way to make the most of both is to better incorporate artificial intelligence into your banking ecosystem. In this session, we’ll look at how to automate and streamline customer journeys across voice and digital channels. Presenters from Kore.ai will look at how banking leaders can use AI as a customer-service assistant to create personalized customer experiences across voice and digital channels; respond to and deflect complex queries with high degrees of accuracy; and automate interactions to improve Net Promoter Score.

No items found.

10:30 am

 — 

Concurrent Sessions
Session A
Exhibit Hall Opens
Presented By
Session B
No items found.

10:30 am

 — 

11:15 am

Concurrent Sessions
Session A
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
Session B
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

11:15 am

 — 

12:45 pm

Concurrent Sessions
Session A
Reception Lunch & Open Bar With Exhibitors
Exhibit Hall

Lunch is served in the exhibit hall with open bar.

Presented By
Session B
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1:00 pm

 — 

Concurrent Sessions
Session A
Exhibit Hall Closes
Presented By
Session B
No items found.

1:00 pm

 — 

2:30 pm

Concurrent Sessions
Session A
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
Session B
No items found.

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