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Tuesday, May 14, 2019

4:00PM - 5:30PM

WELCOME RECEPTION
NIKKO I & II BALLROOM FOYER

5:45PM

Depart for the Giants Baseball Game
HOTEL PORTE-COCHERE

6:30PM - 9:30PM

 




Wednesday, May 15, 2019

8:00AM

BREAKFAST
CARMEL

9:00AM - 9:55AM

Making it Real: How to turn science into results
Frank Rohde, President and CEO, Nomis Solutions
NIKKO I & II BALLROOM

9:55AM - 10:50AM

Living for the Moment: Achieving growth through customer insight and moment-centric offers
Bruce Holley, Senior Managing Director, Accenture
NIKKO I & II BALLROOM

10:50AM - 11:05AM

BREAK

11:05AM - 12:00PM

Open Banking is Here, are you Ready? How Open Banking is impacting the future of banking
Chris Smith, MD/Founder, Open Ventures
NIKKO I & II BALLROOM

12:00PM - 1:00PM

LUNCH
25TH FLOOR

1:00PM - 1:45PM

Elevate your Pricing Strategy:
Building an enterprise pricing program to accelerate business growth

Geoff Finnie, Head, Credit Strategy and Portfolio Performance, BMO Financial Group
NIKKO I & II BALLROOM

Vision and StrategyVISION &
STRATEGY

CARMEL

DATA & ANALYTICS
DATA &
ANALYTICS

MONTEREY I

TECHNOLOGY & CUSTOMER EXPERIENCE
TECHNOLOGY &
CUSTOMER EXPERIENCE

NIKKO III

2:00PM - 2:45PM

Are we there yet? The tricky business of deposit management in today’s evolving environment
Brian Buckingham, Nomis Solutions
Tom Hoscheidt, BAI


Home Equity Lending: The good, the bad and the pricing challenge
Kiran Hew
Panelists: Derek Conley, Wells Fargo,
Raymond Washio, IBERIABANK
Laura Ott, BMO Harris Bank

The Customer-Centric Pivot: Transforming Pricing from Back-Office Forward
César Rainusso, Accenture
Ryan ffrench, BMO Financial Group


2:45PM - 3:15PM

BREAK

3:15PM - 4:00PM

Competing while Conforming in Non-Conforming Mortgage Pricing
John Dworak, Wells Fargo
Keith Weitz, Nomis Solutions










Pricing to a Market-of-One: The platform and ecosystem components required to make customer-centric pricing a reality
Marvin Foest, FIS
Prashant Balepur, Nomis Solutions

4:15PM - 5:00PM

New Pricing Models: How digital auto Finance is changing gears
Cameron Krueger, Accenture




 

Seeking Clear Signals Amidst the Noise: Lessons and insights from a data-driven quest to understand customer behavior and price sensitivity
Fedor Kolyadin, Nomis Solutions
Keith Weitz, Nomis Solutions

Making the Case for Delivering a True, Digital, Omni-Channel Experience
Carmen Benz, Nomis Solutions
Rick Flack, Nomis Solutions



5:00PM - 5:45PM

FREE TIME PRE-GALA

6:00PM

Transportation to Evening Gala
HOTEL PORTE-COCHERE

6:30PM - 9:30PM




Thursday, May 16, 2019

7:00AM - 7:45AM

BREAKFAST
CARMEL

8:00AM - 8:45AM

Fireside Chat with Frank
Frank Rohde, President and CEO, Nomis Solutions
John Pataky, EVP, Chief Consumer and Commercial Banking, TIAA Bank
Chris Smith, MD/Founder, Open Ventures
Hassan Pirnia, Head of Personal Lending and Home Financing, BMO Financial Group
NIKKO I & II BALLROOM

9:00AM - 9:45AM

Pricing using Machine Learning: A learn-and-earn approach to on-line pricing
Bob Phillips, Founder, Nomis Solutions and Director of Pricing Research at Amazon
NIKKO I & II BALLROOM

9:45AM - 10:15AM

BREAK

Vision and StrategyVISION &
STRATEGY

CARMEL

DATA & ANALYTICS
DATA &
ANALYTICS

MONTEREY I

TECHNOLOGY & CUSTOMER EXPERIENCE
TECHNOLOGY &
CUSTOMER EXPERIENCE

NIKKO III

10:15AM - 11:00AM

The Irrational Consumer: Why we are dead wrong about how banking customers make choices
Wei Ke, Simon-Kucher and Partners

The Valuable “By-products” of Modeling your Deposits Portfolio
Peter Li, Nomis Solutions

Banking Success in the Post-Digital Era
Mike Redding, Accenture



11:15AM - 12:00PM

Spending Wisely: A review of two journeys to align deposits pricing with what customer segments value
Dave Nicholson, Nomis Solutions
Panelists: Brian Connelly, Navy Federal
Jason Isaacs, Fifth Third

Converging on a Price: A brief history (and future) of price optimization
Mohammad Moghadasi, Nomis Solutions


 

A View from the Customer: Understanding what your HELOC customers value most. It’s not all about price!
Steve Barkin, Nomis Solutions


12:15PM - 1:00PM

Closing Lunch with Frank
NIKKO I & II BALLROOM