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SDBA 2018 Bank Technology Conference - Sioux Falls
Best Western Plus Ramkota Hotel
3200 W Maple St
Sioux Falls, SD 57107

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Tuesday, September 11, 2018, 8:00 AM to Wednesday, September 12, 2018, 3:00 PM CST
Category: SDBA Events

SEPTEMBER 11-12, 2018


The role of an IT professional is ever-changing, especially in today’s environment. The SDBA Bank Technology Conference is designed to provide support as you keep on top of technology trends and scams, navigate the business of banking, and build and sustain your bank’s technology strategy. This conference will provide you with an opportunity to learn from industry experts, network with other IT colleagues, and visit with exhibitors to see and experience the latest in products and services. Sessions will cover cybersecurity, website design, incident response plans, trends and developments, preparing for your next exam, recruitment and retention of IT personnel and much more.



Fee includes the program, electronic handouts, breaks and meals.

Member: $499 per person (includes members of out-of state banking organizations)
Non-Member: $649 per person After Sept. 4: add $30 per person for members; $50 per person for non-members
On Site: add $40 per person for members; $60 per person for non-members

Conference Materials: $30 per one set of printed materials (speaker materials/handouts will be provided for free electronically)


11:00 a.m. - 1:00 p.m. Registration & Exhibitor Setup

1:00 p.m. - 2:00 p.m. The Amazon Prime Effect: Surviving in the New Subscription Society
Dave DeFazio,
StrategyCorps, Brentwood, Tenn.

Subscription services are quickly becoming the dominate strategy of today’s best retailers and have caused a monumental shift in the way people buy. More than 50 percent of all American households now subscribe to Amazon Prime, and more than 200 million people subscribe to this and other retail services such as Netflix, Spotify, Dollar Shave Club, Costco and AAA. Bank marketers have a duty to understand these trends and drive their banks beyond just transactions to connect better with the lifestyles of today’s modern

Dave DeFazio is a partner at StrategyCorps and works with bank clients to design, build and implement a variety of checking, marketing and training programs. His extensive financial services experience and continuous research in the field ensures each product and service meets the needs of today’s retail bankers. As partner, he develops consumer sites and mobile apps that deliver value to bank customers as well as analysis tools that allow clients to have a deeper understanding of customer relationships and product profitability.

2:00 - 3:00 p.m. Growth-Driven Design: The New Frontier for Redesigning Your Bank Website
Chris Kappen and Tiffany Ring, 
Epicosity, Sioux Falls, S.D.

Every bank marketer has been there—it’s been five years, so it’s time to redesign the website. (And that means wrangling a lot of stakeholders and pumping in a lot of human hours to completely revamp a site you probably won’t touch again for another five years.) So why not make your site a living, breathing, lead-generating and converting machine? Enter growth-driven design—the new frontier in bank website development. “Set it and forget it” is the past—continuous improvement and optimization is the critical (and ROI-proven) now. We’ll show you how to do it right—and make it worth your financial while.

Chris Kappen is the digital director of international agency Epicosity, which specializes in finance marketing. He has built the agency’s digital department from the ground up on the tenets of delivering results through engaging content marketing, exacting paid media strategies and tried-and-true analytics and reporting methods. Tiffany Ring is focused on the end user in all of Epicosity’s web development projects. She knows her stuff – she took part in the birth of the web’s and online gaming’s popularity with the masses and was there for the onset of the industry.

3:00 - 3:30 p.m. Exhibitor Break

3:30 - 4:30 p.m. Vendor Risk Management: Navigating the Evolving Regulatory Landscape
Michael Berman, 
Ncontracts, Brentwood, Tenn.

Every financial institution has hundreds of third-party service providers assisting them with their business operations. What if one or more of them wasn’t viable from a risk perspective? This session will help guide both novices and experts alike in building and managing vendor management programs with such takeaways as considering key elements when developing a vendor management plan; categorizing vendors based on risk; understanding the implications of regulatory mandates; and managing the vendor relationship cycle of contract negotiations, governance and termination.

Michael Berman has been practicing law for more than 15 years. He was general counsel for Goldleaf Financial Solutions, Inc., a publicly-traded information technology company on the NASDAQ. Berman has also worked as general counsel for Tecniflex, Inc. and Imagic Corporation. During his legal career, Berman was involved in numerous financial institution regulatory matters and contract management issues and assisted in the development of many information management systems.

4:30 - 5:30 p.m. Reception with Exhibitors

5:30 p.m. Dinner & Keynote: Hacking the Hyperbole: The Future De-Bunked & Bottom Lined
Lee Wetherington, 
Jack Henry & Associates, Valdosta, Ga.

“Fintechs are disrupting us!” “Branches are going away!” “Gen Y hates banks more than dentists!” Wrong. Wrong. Wrong. The hype cycles distorting developments in technology and shifts in demographics can lead banks astray strategically. Falling victim to hyperbole that hardens into “conventional wisdom” can do real damage to banks navigating the future of financial services. Join Lee Wetherington for the bottom line on fintechs, bigtechs, branches, blockchain and more—and learn how to navigate the most strategically
important challenges and opportunities ahead. 

Lee Wetherington is director of strategic insight for Jack Henry & Associates® (JKHY: NASDAQ). Wetherington directs the development of actionable insight and strategy for the financial services industry at large. To this end, he creates programs, presentations and articles designed to orient and educate financial executives on the trends and implications of new technologies. He delivers keynotes nationwide focusing upon opportunities and challenges in fintech, payments and digital banking, and he is widely renowned for his unique style of comedic delivery.


7:15 - 8:00 a.m. Breakfast

8:00 - 9:00 a.m. Preparing for Your Next Exam
Chad Knutson, SBS CyberSecurity, Madison, S.D.

In 2018, we have seen more consistent and rigorous IT examinations. The investments that regulatory agencies have made in information technology examination programs are being noticed amongst financial institutions. In this session, we will discuss both the FDIC InTrex Examination Program and the FFIEC Cybersecurity Assessment Tool. Additionally, we will cover critical items your institution should implement to ensure you are best prepared for a successful exam.

Chad Knutson is a co-founder and senior information security consultant for SBS CyberSecurity, a premier cybersecurity consulting and audit firm dedicated to making a positive impact on the banking and financial services industry. He has served as president of the SBS Institute since 2013. Knutson maintains his CISSP, CISA and CRISC certifications and received his bachelor of science in computer information systems and his master of science in information assurance from Dakota State University, Madison, S.D.

9:00 - 9:30 a.m. Exhibitor Break

9:30 - 10:30 a.m. Cybersecurity: Why the Dark Web Should Be Your Guide
Shawn O’Brien
, QwickRate, Marietta, Ga.

Like it or not, cybersecurity is part of our daily business. This presentation will point out today’s trending threats, the weak links in many institutions’ cybersecurity plans, what regulators are looking for in your cybersecurity programs, and how to manage the accountability of your board and senior management.

Shawn O’Brien serves as the managing member of QwickRate. He joined QwickRate in 2002 as regional sales director and became managing member in August 2004 when QwickRate was purchased. O’Brien’s responsibilities are to continue to enhance QwickRate’s ability to deliver non-brokered funding while also seeking to complement these deposits with additional sources of liquidity. He previously worked for HomeStar Bank in Manteno, Ill.

10:30 - 11:15 a.m. Hot Topic Roundtables

Join conference participants to discuss some hot button topics in bank technology today. This fast-paced session will allow you to get together with others to share best practices, ideas, what works and what doesn’t. You won’t want to miss this opportunity to exchange information.

11:15 - 11:30 a.m. Exhibitor Break

11:30 a.m. - 12:30 p.m. Providing a Frictionless Banking Experience: What Banks Can Learn from Apple
Joe Salesky, 
CRMNEXT, Inc., Novato, Calif.

As the pace of change in the financial services industry continues to escalate, banks are faced with the dilemma of staying relevant while continuing to grow profitability in an increasingly competitive marketplace. We know customers’ profitability and loyalty are closely correlated with the engagement they have with individual brands, and for today’s consumer, a frictionless yet collaborative experience is key. This session will help you answer the question “Is it easy for my customers to do business with my bank?” and
provide ideas on how you can make it easier for your customers to work with you so the experience feels frictionless.

Joe Salesky serves as CEO of CRMNEXT, Inc., the largest global provider of CRM in financial services. Previously, he was CSO of FreeMonee Network; CEO of ClairMail, Skytron and Picture Talk; CTO of AppStream; and held management positions at nCUBE and Oracle. He has spent 25 years building teams that develop and deliver disruptive award-winning technology-enabled solutions and has been awarded 21 patents on technologies broadly used by consumers and large enterprises, including mobile banking and the original patents for web conferencing.

12:30 - 1:15 p.m. SDBA Host Lunch

1:15 - 2:15 p.m. Incident Response Plans & Vulnerability/Patch Management
Dan Klosterman, CISA, CISM, SBS CyberSecurity, Madison, S.D. 

Cybersecurity incidents are a scary reality for many businesses today. Identifying vulnerabilities in your institution is an essential process, and promptly but safely patching software vulnerabilities will lower your overall risk of an incident. We will explore some recent vulnerabilities and best practices in addressing them. Knowing what vulnerabilities are your greatest risks is also the first step in building a strong incident response plan. We will explore the framework of a sound plan and how to improve your current process.

Dan Klosterman, CISA, CISM, is an information security consultant for SBS CyberSecurity. He has more than six years of IT and information security experience and has worked with a multitude of financial institutions and other private industry organizations across the United States.

2:15 - 3:00 p.m. Cybersecurity Panel

Our financial institutions continue to fight growing and evolving cybersecurity threats. Panelists will present insight into these challenges and give attendees a platform to present questions or to reflect on challenges they have experienced.

3:00 - 3:15 p.m. Exhibitor Break

3:15 - 4:15 p.m. Selecting and Retaining the Best - A Guide to Finding and Keeping Top Talent
Lauri Dahlberg, Eide Bailly, Minneapolis, Minn.

In this session, you will learn current recruitment tactics to attract, impress and hire IT talent. Human Resources Consulting Manager Lauri Dahlberg will also cover top retention strategies that will keep your star performers once you get them on board. In today’s war for talent, having tools in your kit to accomplish these goals will help you be as successful as possible. 

Lauri Dahlberg is a human resources manager with more than 27 years of experience in the human resources profession. She has expertise in talent acquisition, compensation analysis, benefit plan administration, performance management, HR-related trainings and HR audits. Dahlberg holds the Professional in Human Resources (PHR) and Certified Professional (SHRM-CP) designations. She earned her bachelor of arts, business administration with human resource management emphasis at Boise State University, Idaho.

4:15 - 4:30 p.m. Wrap Up


Ramkota Hotel
3200 W Maple St., Sioux Falls
Phone: 605.336.0650

Contact the Ramkota Hotel and ask for a room from the SDBA block to receive the special rate of $104.99 per room. The block will be released Aug. 11, 2018.


Casual wear is recommended for all sessions. Meeting room temperatures and personal comfort zones vary widely. It is recommended you bring a sweater or jacket to sessions.


100% refund if canceled one week prior to the conference. 75% refund if canceled 4 - 6 days prior. No refund for cancellations 3 days or less before the conference.


If you have a special food request, contact Halley Lee at [email protected] or 605.224.1653.


Contact the SDBA at 605.224.1653 or 800.726.7322.


Attention vendors! Please complete our form to exhibit and/or sponsor this event. Contact Halley Lee with any questions!

 Dowload Vendor Information                    Register for the Tech Conference as an Exhibitor or Sponsor Online

Contact: Halley Lee @ 605-224-1653 or [email protected]