BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Chicago X-LIC-LOCATION:America/Chicago BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:1c9d72b008d2766a38f62305331bcd5a31 CATEGORIES:SDBA Events SUMMARY:SDBA 2018 Bank Technology Conference - Sioux Falls LOCATION:Best Western Plus Ramkota Hotel\, 3200 W Maple St\, Sioux Falls, SD 57107\, USA DESCRIPTION:
The role of an IT professional is ever-changing, especially in today’s en vironment. The SDBA Bank Technology Conference is designed to provide suppo rt as you keep on top of technology trends and scams, navigate the business of banking, and build and sustain your bank’s technology strategy. T his 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 cy bersecurity, website design, incident response plans, trends and developmen ts, preparing for your next exam, recruitment and retention of IT personnel and much more.
Fee includes the program, electronic handouts, breaks and meals.< /p>
Member: $499 per person (includes members of out-of
state banking organizations)
Non-Member: $649 per pe
rson 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 wi
ll be provided for free electronically)
11:00 a.m. - 1:00 p.m.
1:00 p.m. - 2:00 p.m. The Amazon Prime Effect: Surviving in the New Subscription SocietyDave DeFazio, StrategyCorps, Brentwood, Tenn.
Subscripti on services are quickly becoming the dominate strategy of today’s bes t 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, a nd more than 200 million people subscribe to this and other retail services such as Netflix, Spotify, Dollar Shave Club, Costco and AAA. Bank marketer s have a duty to understand these trends and drive their banks beyond just transactions to connect better with the lifestyles of today’s modern< br />consumers.
Dave DeFazio is a partner at StrategyCorps and works with bank clients to design, build and implement a variety of checking, ma rketing 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 consume r sites and mobile apps that deliver value to bank customers as well as ana lysis tools that allow clients to have a deeper understanding of customer r elationships and product profitability.
2:00 - 3:00 p.m. Grow
th-Driven Design: The New Frontier for Redesigning Your Bank Website
C
hris Kappen and Tiffany Ring, Epicosity, Sioux Falls, S.D.
E very bank marketer has been there—it’s been five years, so it&r squo;s time to redesign the website. (And that means wrangling a lot of sta keholders and pumping in a lot of human hours to completely revamp a site y ou probably won’t touch again for another five years.) So why not mak e your site a living, breathing, lead-generating and converting machine? En ter growth-driven design—the new frontier in bank website development . “Set it and forget it” is the past—continuous improveme nt 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, whi ch specializes in finance marketing. He has built the agency’s digita l department from the ground up on the tenets of delivering results through engaging content marketing, exacting paid media strategies and tried-and-t rue analytics and reporting methods. Tiffany Ring is focused on the end use r 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&rs quo;s popularity with the masses and was there for the onset of the industr y.
3:00 - 3:30 p.m. Exhibitor Break
3:30 - 4:3
0 p.m. Vendor Risk Management: Navigating the Evolving Regulatory L
andscape
Michael Berman, Ncontracts, Brentwood, Tenn.
E very financial institution has hundreds of third-party service providers as sisting them with their business operations. What if one or more of them wa sn’t viable from a risk perspective? This session will help guide bot h novices and experts alike in building and managing vendor management prog rams with such takeaways as considering key elements when developing a vend or management plan; categorizing vendors based on risk; understanding the i mplications of regulatory mandates; and managing the vendor relationship cy cle of contract negotiations, governance and termination.
Michael Ber man has been practicing law for more than 15 years. He was general counsel for Goldleaf Financial Solutions, Inc., a publicly-traded information techn ology 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 mana gement 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, Ja
ck Henry & Associates, Valdosta, Ga.
“Fintechs are disrupti
ng us!” “Branches are going away!” “Gen Y hates ban
ks more than dentists!” Wrong. Wrong. Wrong. The hype cycles distorti
ng developments in technology and shifts in demographics can lead banks ast
ray strategically. Falling victim to hyperbole that hardens into “con
ventional wisdom” can do real damage to banks navigating the future o
f financial services. Join Lee Wetherington for the bottom line on fintechs
, bigtechs, branches, blockchain and more—and learn how to navigate t
he most strategically
important challenges and opportunities ahead.
p>
Lee Wetherington is director of strategic insight for Jack Henry & Associates® (JKHY: NASDAQ). Wetherington directs the development of ac tionable insight and strategy for the financial services industry at large. To this end, he creates programs, presentations and articles designed to o rient and educate financial executives on the trends and implications of ne w 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 Ne
xt Exam
Chad Knutson, SBS CyberSecurity, Mad
ison, S.D.
In 2018, we have seen more consistent and rigorous IT exam inations. The investments that regulatory agencies have made in information technology examination programs are being noticed amongst financial instit utions. In this session, we will discuss both the FDIC InTrex Examination P rogram and the FFIEC Cybersecurity Assessment Tool. Additionally, we will c over critical items your institution should implement to ensure you are bes t prepared for a successful exam.
Chad Knutson is a co-founder and se nior information security consultant for SBS CyberSecurity, a premier cyber security 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 Sta te University, Madison, S.D.
9:00 - 9:30 a.m. Exhibitor Break
9:30 - 10:30 a.m. Cybersecurity: Why the Dark Web S
hould Be Your Guide
Shawn O’Brien, QwickRate, Marietta,
Ga.
Like it or not, cybersecurity is part of our daily business. Thi s presentation will point out today’s trending threats, the weak link s in many institutions’ cybersecurity plans, what regulators are look ing for in your cybersecurity programs, and how to manage the accountabilit y of your board and senior management.
Shawn O’Brien serves as the managing member of QwickRate. He joined QwickRate in 2002 as regional s ales director and became managing member in August 2004 when QwickRate was purchased. O’Brien’s responsibilities are to continue to enhanc e QwickRate’s ability to deliver non-brokered funding while also seek ing to complement these deposits with additional sources of liquidity. He p reviously 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-pace d session will allow you to get together with others to share best practice s, ideas, what works and what doesn’t. You won’t want to miss t his opportunity to exchange information.
11:15 - 11:30 a.m. E xhibitor Break
11:30 a.m. - 12:30 p.m. Providing a F
rictionless Banking Experience: What Banks Can Learn from Apple
Joe Sa
lesky, CRMNEXT, Inc., Novato, Calif.
As the pace of change i
n the financial services industry continues to escalate, banks are faced wi
th the dilemma of staying relevant while continuing to grow profitability i
n an increasingly competitive marketplace. We know customers’ profita
bility and loyalty are closely correlated with the engagement they have wit
h individual brands, and for today’s consumer, a frictionless yet col
laborative experience is key. This session will help you answer the questio
n “Is it easy for my customers to do business with my bank?” an
d
provide ideas on how you can make it easier for your customers to wo
rk with you so the experience feels frictionless.
Joe Salesky serves as CEO of CRMNEXT, Inc., the largest global provider of CRM in financial se rvices. Previously, he was CSO of FreeMonee Network; CEO of ClairMail, Skyt ron and Picture Talk; CTO of AppStream; and held management positions at nC UBE and Oracle. He has spent 25 years building teams that develop and deliv er disruptive award-winning technology-enabled solutions and has been award ed 21 patents on technologies broadly used by consumers and large enterpris es, 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< br />Dan Klosterman, CISA, CISM, SBS CyberSecurity, Madison, S.D.
Cybersecurity incidents are a scary reality for many businesses toda y. 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 an d best practices in addressing them. Knowing what vulnerabilities are your greatest risks is also the first step in building a strong incident respons e plan. We will explore the framework of a sound plan and how to improve yo ur current process.
Dan Klosterman, CISA, CISM, is an information sec urity consultant for SBS CyberSecurity. He has more than six years of IT an d information security experience and has worked with a multitude of financ ial 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 cybersecu rity 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< /p>
3:15 - 4:15 p.m. Selecting and Retaining the Best - A Guide t
o 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 R esources Consulting Manager Lauri Dahlberg will also cover top retention st rategies 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 hum an resources profession. She has expertise in talent acquisition, compensat ion analysis, benefit plan administration, performance management, HR-relat ed trainings and HR audits. Dahlberg holds the Professional in Human Resour ces (PHR) and Certified Professional (SHRM-CP) designations. She earned her bachelor of arts, business administration with human resource management e mphasis at Boise State University, Idaho.
4:15 - 4:30 p.m. Wr ap Up
Ram
kota 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 release d Aug. 11, 2018.
Casual wear is recom mended for all sessions. Meeting room temperatures and personal comfort zon es vary widely. It is recommended you bring a sweater or jacket to sessions .
100% refund if cancele d 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 re quest, contact Halley Lee at hlee@sdba.com a> or 605.224.1653.
Contact the SD BA at 605.224.1653 or 800.726.7322.
Attention vendors! Please complete our form to exhibit and/or sp onsor this event. Contact Halley Lee wit h any questions!
Dowload Vendor Information Register for the Tech Conference as an Exhibitor or Sponsor Online
CONTACT:Halley Lee @ 605-224-1653 or hlee@sdba.com DTSTAMP:20240328T160128 DTSTART;TZID=America/Chicago:20180911T080000 DTEND;TZID=America/Chicago:20180912T150000 SEQUENCE:0 TRANSP:OPAQUE END:VEVENT END:VCALENDAR