Technology & Community Banking - Staying Competitive

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Join your colleagues and our expert speakers to discuss how community bankers can use technology to give their customers the products and services they not only want, but will soon demand, without breaking the bank! 

Even as the economy has slumped, other trends have continued to accelerate: fraud, security threats, more regulations, customer expectations, new competition, etc. The good news is that there are new and emerging technologies available to institutions of all sizes to address these issues. An understanding of these technologies and what they can do for you is no longer the sole responsibility of your IT department.

In much the same way we now look at risk on an enterprise wide basis so must we with technology. The speakers we will be bringing to you will touch on almost every aspect of your business, discussing business trends and challenges, emerging customer behaviors, and most importantly opportunities you can seize today to stay competitive!

Agenda

The session will run from 8:30 a.m. to 3:30 p.m., with breakfast and registration beginning at 7:30 a.m. and lunch at noon. 

8:30 – 8:45 Welcome/Introductions

8:45 – 10:15
Enterprise Social Technologies - The world of Social Technologies can be broad and complicated when viewed from an enterprise perspective. Many organizations are struggling with fashioning a holistic strategy to leverage these powerful tools. This session outlines a process that helps guide organizations in creating a solid strategy that can quickly be leveraged to generate positive results. The faster you can get into your marketplace with their use, the better chance you have of locking up customers/clients/members because of their use. - Scott Klososky - Founder and Chairman, Alkami

10:15 – 10:30 BREAK

10:30 – 11:15
Is Your Social Media Marketing Strategy Ready for Regulatory Scrutiny? - It was inevitable. The Fed tweets. The FDIC has a YouTube channel. Now, bank examiners are turning their attention to bank use of social media. Are your social media policies and procedures adequate? What questions are the examiners asking? What are the examiners' compliance and risk management concerns? – Jesse Torres, President & CEO, PanAmerican Bank

11:15 – 11:45
Agile Electronic Content Management for Banks– Jeffrey Green, Director, Laserfiche Solutions Group

11:45 – 12:45 LUNCH

12:45 – 1:30
Payments Trends: The Future Landscape - Economic changes have dramatically impacted consumer and business payment usage and recent regulatory changes will likely result in further changes. We’ll examine several recent payments trends -- debit cards, mobile payments and virtual payments -- that present opportunities for community bank and potential challenges from new competitors. We will explore how the Dodd-Frank Act of 2010 will change the future dynamics of these three business opportunities. - William Schoch, President and CEO of Western Payments Alliance

1:30 – 1:45 BREAK

1:45 – 2:30
Mobile Banking - How Community Financial Institutions Can Leap Ahead! - Mobile banking is becoming a required part of a multi-channel strategy. Learn how the biggest banks are leveraging the channels and leave the event with tools enabling you to implement a mobile banking strategy. Look deeper in to text banking, applications for smart phones and basic browser technologies all critical when building out a mobile solution to engage and stimulate customers. - Robb Gaynor - Chief Product Officer, Malauzai Software, Inc.

2:30 – 3:15
Peer Collaboration - A Massively Untapped Source of Relief for Community Bankers - The reality of the world today is that a bank is faced with unprecedented regulatory burdens and needs every advantage it can get to survive. Enabling collaboration with other community banks is a must to keep competitive. Cbanc is a private network of community banks where cross-country peers connect online. To share what works… to save time and money… to be savvy competitors. – Myers Dupuy - President, cbanc Network

3:15 – 3:30 CLOSE

Audience

All senior bank officers, in particular CEOs, CIOs, COOs, CMOs, Chief Compliance & Risk Officers involved in setting and implementing their institutions’ strategy, and bank directors. 

Scheduled Speakers

• William Schoch, President and CEO of Western Payments Alliance

• Robb Gaynor, Chief Product Officer, Malauzai Software, Inc.

• Jeffrey Green, Director, Laserfiche Solutions Group

• Scott Klososky, Founder and Chairman, Alkami

• Jesse Torres, President & CEO, PanAmerican Bank

• Myers Dupuy - President, cbanc Network

Registration Fees

Early-Bird Registration through Thursday, September 23, 2010
CBA Member: $295
Non-Member: $395

Regular Registration
CBA Member: $395
Non-Member: $495

Location Information

Hyatt Regency Huntington Beach
21500 Pacific Coast Highway
Huntington Beach, CA 92648
(714) 698-1234

CBA has negotiated a rate of $175/night; please contact the hotel at 800.233.1234 and reference the California Bankers Association to receive this special rate.

CBA will host valet parking for this event.