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Strategic Innovation Forums
for Financial Institutions
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In cooperation with
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8 FORUMS TOURING THE U.S.
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WHERE  
ST. LOUIS
Embassy Suites St. Louis St. Charles

WHEN
April 5, 2018 | 8:30 AM-5:30 PM

Plan Now! CVENT

Attend this Innovative & Transformation forum on April 5 at the Embassy Suites by Hilton St. Louis

NEXT CITY
Boston, MA
 

COMMUNITY BANKS

& THE UPCOMING FINTECH WAR

A Blueprint for Transforming Community Banks into Agile,
Technology-driven Competitors

Please complete your information

Fintech America

Now It's Time to
Seize the Opportunities
The Fintech America Innovation & Transformation Forum is a one-day seminar and networking event for community bankers to better understand the latest fintech trends, technologies and regulatory issues, and to develop strategies, learn best practices and implement plans to prepare their institutions to succeed in the new era of digital banking.
The Forum, presented by Fintech America in cooperation with BankNews Media, is designed to help banks transform themselves into up to date, technology-driven institutions - from more streamlined lending and payments, to more seamless onboarding and customer experiences. Fintech America is a division of Fintech Americas, sponsor of the Fintech Americas Conference and educational programs for the banking industry. BankNews Media is one of the nation’s leading publishers dedicated exclusively to the banking industry.

What to Expect

•Knowledgeable Speakers
•Comprehensive Program
•Interactive Format with Helpful Discussion
•Insights into Fintech Collaboration & Partnerships
•Best Practices and Strategic Ideas
•Specific Takeaways for Action Plans

Who Should Attend

•Presidents and CEOs
•C-Level Officers
•Board of Directors
•Senior Management
•IT/Technology Directors

Attend this Innovative & Transformative forum on April 5, 2018 in St. Louis, MO

Testimonials
"As the president of a small community bank in north central Missouri, i was unsure what the FinTech industry was and how the community banks fit in. The forum brought together in one location all the elements for community banks to seriously consider FinTechs as a partner. As I listened to each presenter, I felt I was rounding the learning curve and I walked away with a much better understanding of who our competition is in today's world. As a result, I am going to challenge my technology committee and we are going to re-evaluate our strategy. I feel very fortunate that such a wealth of information was available to me in Kansas City."
Kim Reigelsberger, President (Preferred Bank)

The Digital Transformation:

A Strategic Workshop for Community Banks

A full day agenda of strategic learning on the innovations and solutions to transform your bank

  • 8:30 – 8:45am

    Conference Intro – What To Expect

    Get to know your fellow forum attendees while enjoying delicious coffee and delectable treats to get your exciting day off to the right start.
  • 8:45 – 9:15am

    Disruption or Opportunity? Trends and Outlooks for Community Banks

    Speaker: Ray Ruga, Co-Founder, Fintech America
    • This presentation is a scene setter for the seminar and will highlight the trends and dynamics that are disrupting the financial services sector and how community banks are caught in an escalating battle between big banks and Fintechs and what they can do to become competitive players in this fast moving environment.
  • 9:15 – 10:00am

    TBD

  • 10:00 – 10:15am

    Break

  • 10:15 – 11:00am

    Is your Team “Transformation Ready” - Creating & Implementing a Strategic Plan

    Speaker: Phil Haumiller, Consultant, COBIS
    • Creating a culture and strategy is the first step in the digital transformation journey. Bringing together the right team players and creating an agile environment that allows for fast, consistent and disciplined iterations can allow for a fast and efficient implementation environment. Phil’s presentation will focus on the following:
      • Putting together an Innovation Team + Culture
      • The Importance of an “Living” Strategic Roadmap (Rolling 18-24 month plan)
      • Identifying & Prioritizing Opportunities
      • Resource allocation & budget
      • Examining your business processes
      • Understanding your market dynamics to match with strategy
      • Identifying technologies for transformation
      • Innovation in Practice – How AI can transform back office operation
  • 11:00 – 11:45am

    “RegTech” – Automating Compliance & Regulation

    Speaker: Dominic Suszek, Founder and CEO, Global RADAR
    • Dominic Suszek will present on how the exploding RegTech (Regulation Technonolgy) sector is poised to transform how financial institutions manage the compliance and regulatory risks. He will review the latest trends, technologies and regulatory challenges faced by RegTech developers in creating software solutions to provide financial institutions with comprehensive tools to facilitate client onboarding due diligence, automated risk rating, document management and transaction surveillance.
  • 11:45 – 12:30pm

    How Community Banks Can Win at Digital Marketing

    Speaker: David Joosten, Founder & CTO, Crimson Advantage As Community Banks become more digital, effectively using data to identify, engage and convert a digital audience becomes more critical by the day.  Crimson Advantage will present a digital marketing framework that can help banks of any size effectively compete in the digital landscape.
  • 12:30 – 1:30pm

    Lunch

  • 1:30 – 2:15pm

    Community Banks & Fintechs – To Build, Buy or Partner

    Speaker: TBD
      • Innovative Fintechs are transforming the financial industry piece-by-piece. Many of these companies are eager to collaborate with banks and other financial institutions. However, this collaboration is easier said than done. Dave’s presentation focuses on the practical strategies and considerations that need to be taken into account for bank-Fintech collaboration, including:
          • Fintech: What and Why
          • Fintech Landscape
          • Competitive Assessment of Fintech Lenders
          • Regulatory Considerations for Fintech
          • Implications for Banks & Action Steps
  • 2:15 – 2:45pm

    UX & Community Banking - How a great User Experience (UX) Can Save Community Banks in the Digital Age

    Speaker: TBD
      • Just like Uber used a great UX to defeat the taxi industry, so too are Fintechs attempting to leverage this advantage against the traditional banking sector. In this presentation, Derik will focus on how community banks can seize this advantage for their benefit and “Wow” their customers with. The presentation will include:
          • educate attendees on what it is;
          • how the competition (Fintech’s and Big Banks) is using UX (along with speed) to obliterate them;
          • how they can use it to fight back and effectively compete.
          • Some tips / guidelines for community banks to consider and use in retooling the interfaces.
  • 2:45 – 3:15pm

    Networking Break

  • 3:15 – 4:00pm

    The Need for Speed – Can Community Banks Make Loans in 6 minutes vs. 6 Weeks?

    Speaker: Phil Haumiller, COBIS
    • Speed is the weapon of choice for Fintechs seeking to seize lending business from the banking sector. With interest rates remaining low, consumers’ decisions on lending is being driven more by their ability to get a loan quickly rather than cheaply. Phil will present on how community banks can utilize emerging technology to process loans at the speed of Fintechs, including:
      • Operational Efficiency and Agility
      • Lending – Speed, Security & User Experience
      • Digital Channel Development
  • 4:00 – 4:30pm

    Pulling It All Together

    • We’re almost done. This final session helps wrap up and summarize the day’s learning. We want to make sure community banks succeed in today's competitive financial market. We're here for you!
  • Blockchain & Banking – What You Need to Know Today to Prepare for Tomorrow

  • "RegTech" – The Challenges & Opportunities of Automating Compliance & Regulation

  • How to Compete with Speed, UX and Data in Today's Fast Paced Digital Market]

Speakers

An amazing line-up of world class banking and technology experts

Ray Ruga

Ray Ruga

Founder | Fintech America

Ray Ruga is a media technology entrepreneur and the Founder of Fintech Americas, a 2-day Banking Transformation Conference as well as CEO and co-Founder of the CVOX Group, a Miami-based Strategy, PR, Communications & Marketing firm specializing in Finance and Technology in the US and Latin America.

He has over 24 years of diverse domestic and international corporate, government and political experience advising C-Suite leaders at the highest levels, including two Fortune 10 companies, The White House, The Pentagon, a U.S. development agency and five presidential campaigns.

Ray Ruga

Founder | Fintech America

Ray Ruga is a media technology entrepreneur and the Founder of Fintech Americas, a 2-day Banking Transformation Conference as well as CEO and co-Founder of the CVOX Group, a Miami-based Strategy, PR, Communications & Marketing firm specializing in Finance and Technology in the US and Latin America.

He has over 24 years of diverse domestic and international corporate, government and political experience advising C-Suite leaders at the highest levels, including two Fortune 10 companies, The White House, The Pentagon, a U.S. development agency and five presidential campaigns.

Joe Dewey

Joe Dewey

Partner & Deputy Chair of the Technology & Telecommunication Industry Sector Group | Holland & Knight LLP

Joe Dewey has practiced in the areas of finance and real estate for over eighteen years. Mr. Dewey regularly represents commercial banks, life insurance companies and other financial institutions in commercial lending transactions, including construction and permanent real estate financing, healthcare real estate finance and asset based lending, such as receivable, inventory, equipment and working capital facilities. He has substantial experience in capital market transactions, including syndicated and other co-lending arrangements, representing both lead lenders and participants. Mr. Dewey has written and lectured on numerous finance topics and is an adjunct professor of law at the University of Miami School of Law.

Mr. Dewey is also an experienced computer coder with experience integrating several blockchain protocols (including Ethereum, Bitcoin and Hyperledger) into transactional practices, including the development of smart contracts and other innovative concepts. Mr. Dewey speaks and writes extensively about smart contracts and blockchain technology more generally and is the co-author of The Blockchain: A Guide for Legal and Business Professionals, published by Thomson Reuters early this fall.

Joe Dewey

Partner & Deputy Chair of the Technology & Telecommunication Industry Sector Group | Holland & Knight LLP

Joe Dewey has practiced in the areas of finance and real estate for over eighteen years. Mr. Dewey regularly represents commercial banks, life insurance companies and other financial institutions in commercial lending transactions, including construction and permanent real estate financing, healthcare real estate finance and asset based lending, such as receivable, inventory, equipment and working capital facilities. He has substantial experience in capital market transactions, including syndicated and other co-lending arrangements, representing both lead lenders and participants. Mr. Dewey has written and lectured on numerous finance topics and is an adjunct professor of law at the University of Miami School of Law.

Mr. Dewey is also an experienced computer coder with experience integrating several blockchain protocols (including Ethereum, Bitcoin and Hyperledger) into transactional practices, including the development of smart contracts and other innovative concepts. Mr. Dewey speaks and writes extensively about smart contracts and blockchain technology more generally and is the co-author of The Blockchain: A Guide for Legal and Business Professionals, published by Thomson Reuters early this fall.

Phil Haumiller

Phil Haumiller

Consultant in the Financial Industry

Phil brings 50 years of banking and banking related experience. In those fifty years, he has been a banker, worked for a core banking software provider designing banking software, been a banking and bank technology consultant. During his career, he has worked with banks throughout the United States, and overseas.

He retired in December, 2014 as CTO/EVP for a billion dollar bank in Northeast Tennessee.Today, Phil continues to consult in the financial industry with a focus on the technological strategic direction needed by the banking industry. Phil received a Bachelors of Business Administration from Upper Iowa College.

Phil Haumiller

Consultant in the Financial Industry

Phil brings 50 years of banking and banking related experience. In those fifty years, he has been a banker, worked for a core banking software provider designing banking software, been a banking and bank technology consultant. During his career, he has worked with banks throughout the United States, and overseas.

He retired in December, 2014 as CTO/EVP for a billion dollar bank in Northeast Tennessee.Today, Phil continues to consult in the financial industry with a focus on the technological strategic direction needed by the banking industry. Phil received a Bachelors of Business Administration from Upper Iowa College.

Joseph Y. Holman

Joseph Y. Holman

CEO | Co-Owner | Bank News Media

CEO I Co-Owner I Bank News Media

Partner & Chairman of the Bank Practice Group I Martin Pringle I Attorneys at Law

Offices in Overland Park and Wichita, KS and Kansas City, MO

 

An attorney and CPA, Joe has engaged in an active banking practice for the last several decades. Since 2009, Joe and his wife, Janet S. Holman, have also owned Bank News Media. Joe serves as the company’s CEO while Janet serves as Publisher and President of Bank News, responsible for the day-to-day operations. Joe is a full-time partner in the Martin Pringle law firm, but works for Bank News in business development and financial statements’ analysis. In both of his roles, Joe utilizes his accounting experience with KPMG in Kansas City where he worked for 4 years after law school, earning his CPA certification at that time.  Joe worked in the bank holding company and tax department while at KPMG.

 

Through BankNews, Joe meets and interacts with many bankers, bank consultants, and bank regulatory agencies as well as major bank vendors including core processors and other firms used for outsourced bank operations and compliance matters.  Joe has also acquired experience in the fintech sector, including circumstances which might be considered competitive with the traditional banking industry as well as the establishment of fintech/banking partnerships.

 

As Chairman of the Bank Practice Group at Martin Pringle, a regional law firm with offices in Wichita and Overland Park, KS and in Kansas City, MO on the Plaza, Joe works regularly with bankers in Kansas, Missouri, and across the Midwest.  Joe is currently an active board member and legal counsel for the Great American Bank in Lawrence, KS, having been on the board continuously for the last 10 years.

 

Joe received a Bachelor of Science degree in accounting at Wichita State University and his Juris Doctorate from the University of Kansas law school.

Joseph Y. Holman

CEO | Co-Owner | Bank News Media

CEO I Co-Owner I Bank News Media

Partner & Chairman of the Bank Practice Group I Martin Pringle I Attorneys at Law

Offices in Overland Park and Wichita, KS and Kansas City, MO

 

An attorney and CPA, Joe has engaged in an active banking practice for the last several decades. Since 2009, Joe and his wife, Janet S. Holman, have also owned Bank News Media. Joe serves as the company’s CEO while Janet serves as Publisher and President of Bank News, responsible for the day-to-day operations. Joe is a full-time partner in the Martin Pringle law firm, but works for Bank News in business development and financial statements’ analysis. In both of his roles, Joe utilizes his accounting experience with KPMG in Kansas City where he worked for 4 years after law school, earning his CPA certification at that time.  Joe worked in the bank holding company and tax department while at KPMG.

 

Through BankNews, Joe meets and interacts with many bankers, bank consultants, and bank regulatory agencies as well as major bank vendors including core processors and other firms used for outsourced bank operations and compliance matters.  Joe has also acquired experience in the fintech sector, including circumstances which might be considered competitive with the traditional banking industry as well as the establishment of fintech/banking partnerships.

 

As Chairman of the Bank Practice Group at Martin Pringle, a regional law firm with offices in Wichita and Overland Park, KS and in Kansas City, MO on the Plaza, Joe works regularly with bankers in Kansas, Missouri, and across the Midwest.  Joe is currently an active board member and legal counsel for the Great American Bank in Lawrence, KS, having been on the board continuously for the last 10 years.

 

Joe received a Bachelor of Science degree in accounting at Wichita State University and his Juris Doctorate from the University of Kansas law school.

Partners

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Fintech America offers partnership opportunities to companies helping banks make the transformation to the new age of digital banking.
CONTACT: E-mail: info@fintechamerica.co / Maria Mancuso: 305-310-6425

Plan Now!

Attend this Innovative & Transformative forum on

April 5, 2018 in St. Louis, MO

Tickets

*Take advantage of our group rate incentive!
Purchase a general admission ticket and qualify for each subsequent ticket at $295.00.
All tickets include breakfast, lunch, and coffee break, and access to all workshops.

Venue

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