Wednesday, August 19

6:00 PM – 8:30 PM
Networking Reception + Dinner
Sponsored by: Autobooks, Baker Tilly Virchow Krause, LLP, Barack Ferrazzano Kirschbaum & Nagelberg LLP, Microsoft, StreetShares, Inc. and Velocity Solutions, LLC
Join your peers the night before FinXTech R.O.D.E. | Chicago for a complimentary networking reception & dinner! Limited to the first 45 registrants.

Thursday, August 20

8:30 AM – 9:00 AM
Registration & Breakfast

9:00 AM – 9:15 AM
Welcome: Setting the Stage
Derik Sutton, Vice President Product & Experience, Autobooks
To kick off the day’s discussion, we outline the opportunities available to participants to explore and connect on new ideas, strategies and initiatives to grow their companies.

9:15 AM – 9:45 AM
Keynote Presentation
Hear from a local regional bank as they share what they are doing to meet consumer demands in this digital age.

9:45 AM – 10:15 AM
The State of the Industry
Tim Kosiek, Partner, Baker Tilly Virchow Krause, LLP
Insights into the current state of the banking industry and the opportunities for embracing technology-focused solutions.

10:15 AM – 10:30 AM
Morning Break

10:30 AM – 11:30 AM
Peer Collaboration Exercise
What technologies allow a bank to grow their business? Is it through a partnership model or by providing a solution to allow the bank to better service the needs of their clients and expand their market share? How can a bank unleash the true potential of fintech companies – and in return, how do technology companies expand their distribution? During this peer collaboration, attendees meet in small groups to discuss topics around the opportunities and challenges that lie ahead as they work to integrate new products and innovations.

11:30 AM – 11:45 AM
Whiteboarding Issues from Peer Collaboration
Issues generated from peer collaboration groups are reviewed to ensure that all topics are covered during the afternoon’s conversations.

11:45 AM – 12:45 PM
Lunch + Demonstration Sessions
Sanjay Bhaskar, VP Business Development & Partnerships, Streetshares, Inc.
During lunch, participants will hear from three technology companies as they provide a demonstration of their product or service, and provide an explanation of how banks could potentially use the product or service.

12:45 PM – 1:30 PM
Negotiating with FinTechs – Beyond Due Diligence
When fintech startups began to emerge, many were touted as “disruptors” who would put the “banking dinosaurs” out of business — it hasn’t quite worked out that way. Instead, financial technology is impacting the industry in three main ways: changing consumer behavior, creating new business models and changing the basis of competition in the industry. This session reviews the principal issues banks should address when evaluating their relationship with new fintechs, whether as a service provider, partner or affiliate. This session also reviews key contractual considerations and the importance of sharing the responsibility for, and benefits of, success.

1:30 PM – 2:15 PM
What’s Working?
Sanjay Bhaskar, VP Business Development & Partnerships, Streetshares, Inc.
In this session, participants hear from technology leaders with a track record of working with banks – addressing the questions you should ask prior to entering into a partnership as well as uncovering the challenges you may encounter during the integration process.

2:15 PM – 2:45 PM
Moderated Panel of Integration That Worked
Moderated by: Derik Sutton, Vice President Product & Experience, Autobooks
Once a bank decides to integrate a new technology or work with a fintech, what are the next steps? What issues need to be considered and addressed prior to integration? What are things to keep in mind as the two work together – cost, culture, talent and timing? Hear from a bank and tech company that achieved success through their integration.

2:45 PM – 3:30 PM
Asking the Right Questions To Find the Right Resources
Once a bank decides to integrate a new technology or work with a fintech, what are the next steps? What issues need to be considered and addressed prior to integration? What are things to keep in mind as the two work together – cost, culture, talent and timing? Hear from a bank and tech company that achieved success through their integration.

3:30 PM
Concluding Remarks
Derik Sutton, Vice President Product & Experience, Autobooks