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Thursday, October 23 |
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8:00 a.m. – 9:00 a.m.
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Registration + Continental Breakfast
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9:00 a.m. – 9:10 a.m.
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Welcome + Introductions Eric Geiger, Chief Technology Officer, Federal Home Loan Bank of Chicago
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9:10 a.m. – 9:40 a.m.
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What An Interesting Time to Be in Banking! Peter Tapling, Managing Director, PTap Advisory, LLC Do you remember when people considered banking boring? Boy, they should see us now!! From the recent challenging regulation shifts to technology advances like instant payments, AI and stablecoin – bankers are more challenged than ever to keep up and chart a course to get ahead. This session will revisit predictions from last year, frame up some of the newer opportunities banking, and suggest some options for moving forward.
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9:40 a.m. – 10:15 a.m.
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Innovators’ Showcase • AI GRCC - The Most Critical Component to Integrating High Risk AI Securely - Artificial Intelligence Risk • Compliance & Risk Modernization - AskThemis Inc. • Future Proofing Security and Efficiency with Connected Safe Locks - dormakaba • UFS Tech Powering Community Banking with Purpose - UFS
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10:15 a.m. – 10:30 a.m.
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Break with Innovators & Sponsors
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10:35 a.m. – 11:05 a.m.
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A New Era for Crypto: Opportunities for Banks and Financial Institutions Robert A. Musiala Jr., Partner, BakerHostetler Crypto is officially mainstream. With the President’s Executive Order 14178, new guidance from the SEC and federal banking regulators, the GENIUS Act being signed into law, and the July 31 report from the President’s Working Group on Digital Asset Markets, it is clear that digital assets are now part of the mainstream financial system. This session will explore how banks and other traditional financial institutions can identify and seize opportunities, and avoid pitfalls, in the digital asset space.
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11:05 a.m. – 11:40 a.m.
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Innovators’ Showcase • Empowering the Banker: Agentic AI in Action - FIS Global • Workflow automation and Analytics - Implemify • Smarter Risk and Compliance: How Banks Use AI to Cut Manual Burden and Keep Oversight - Kobalt Labs • Own the APIs, Own the Customer - Paywhere
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11:40 a.m. – 12:30 p.m.
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NETWORKING LUNCH - Bank Innovation Award Ceremony + Winner Presentations |
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12:30 p.m. – 1:00 p.m.
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AI in Banking: Real World Lessons for Bankers Ben Udell, SVP Product Marketing & Innovation, Marquis A candid look at the current state of AI in banking, featuring real-world stories from banks actively rolling out AI, and the practical lessons learned. This session will explore how banks are creating time-saving automations and applying everyday use cases, to areas of friction and cultural hang-ups that are stalling growth. Plus, hear some regulatory insights. These examples show what happens when AI is applied with intention, and what goes wrong when it’s not.
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1:00 p.m. – 1:35 p.m.
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Innovators’ Showcase • How to Make AI Work for You: Aunsight Intelligence Service - Aunalytics • Institutional Asset Management, OCIO - Principal Financial • Maximizing Microsoft 365 Adoption in Banks - RSM US LLP • Breaking the Silo: A Unified Approach Transforms Account Opening and Lending - Vikar Technologies
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1:35 p.m. – 2:00 p.m.
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Break with Innovators & Sponsors
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| 2:00 p.m. – 2:30 p.m. | Managing Cloud Security & Compliance: Unlocking the Power of M365 Controls Chad Geiser, Integrity Technology Solutions As financial institutions continue their migration to cloud platforms like Microsoft 365, auditors and examiners are increasingly scrutinizing how community banks secure sensitive data and critical systems such as email. Many organizations already have access to powerful security tools through their Microsoft licensing but may not be fully leveraging them.
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| 2:30 p.m. – 3:15 p.m. | Creating an Innovative Environment Terry Rich, Speaker, Author Join acclaimed CEO and entrepreneur Terry Rich as he shares entertaining stories and proven strategies for inspiring bold innovation and cultural change within your organization. In this high-energy keynote, Terry reveals the simple “COT” formula—the three magic letters that unlock creative thinking, encourage open communication with management, and empower employees at every level to make a positive impact.
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| 3:15 p.m. – 3:30 p.m. | Closing Comments + Innovator Prize Giveaways |