7th Edition Connected Banking – East Africa March 7th, 2023

CDAO Financial Services brings together your data & analytics community from the Financial Services industry for two days of learning, networking, and collaboration. New this year, there will be two specialized tracks for those who work for organizations with assets under management of below $500 million and assets under management of $500 million and above. Join data & analytics leaders from TD, Morningstar, Barclays, Citi, and more on March 1-2, 2023 in New York City.

Top 10 speakers:

• Pawan Verma - CDO at ICBC
• Linda Zhang - Director, Head of Global Markets Data Science Platform at Barclays Corporate & Investment Bank
• Murli Buluswar - Head of Analytics at US Consumer Bank Citi
• Supreet Kaur - AVP, Data Strategy at Morgan Stanley
• Andrea Stefanucci - Executive Director, Artificial Intelligence Lab at J.P Morgan & Chase
• Juan Gorricho - VP, Global Data Platforms & Governance at VISA
• Shweta Mahajan - VP & Lead Analyst, Data Governance at Citi Bank
• Anju Prakash - VP, Model Risk Management at HSBC
• Emily Pachuta - Chief Marketing & Analytics Officer at Invesco
• Steve Boras - Executive VP, Head of Model Risk Management & Validation at Citizens Bank

Agenda:

Day 1:

• 8:00 am REGISTRATION & BREAKFAST
• 8:45 am Chairperson’s Opening Remarks
• 9:00 am Presentation – Harnessing the Power of Data as a Proactive CDAO
• 9:30 am Presentation – Closing the Governance Gap – Enabling Governed Self-Service Analytics
• 10:00 am Panel Discussion - Choose Your Player! Rebuilding Your Analytics Team For Modernization
• 10:45 am Networking Break
• 11:15 am Presentation – Accelerate your Digital Transformation Journey with Modern Data Management and Governance

Track A: Assets Under Management - Below $500 Million

• 11:45 am Presentation – Care to Share? A New Framework for Identity & Data Sharing
• 12:15 pm Presentation – Mapping Out A Practical Cloud Strategy

Track B: Assets Under Management - $500 Million and Above

• 11:45 am Presentation – Banking 4.0: A Data Powered Digital Revolution: Are you Prepared?
• 12:15 am Presentation – Best Kept Secrets to Maximize Value and Receive Buy-In for your Data & Analytics Initiatives
• 12:45 pm Networking Lunch
• 12:45 Private Event

Track A: Assets Under Management - Below $500 Million

• 1:45 pm Discussion Group – Advancing Your Data Governance for Future Growth
• 2:15 pm Presentation – Building Scalable, Data-Driven Engagement for Your Organization

Track B: Assets Under Management - $500 Million and Above

• 1:45 pm Discussion Group – Leverage Master Data Management to Accelerate Transformation
• Presentation – Making Security a Priority: Creating Accountability and Culture Change Across the Enterprise
• 2:45 pm Networking Break
• 3:15 pm Panel Discussion - Next Size Up: Understanding When You Need to Innovate Your Current Tech
• 4:00 pm Presentation – Building On The Cloud – Its’s More Than Just a Technology
• 4:30 pm Panel Discussion - Tradition vs. Innovation: Jumping into the New Horizon to Reimagine Business Transformation
• 5:15 pm - Cocktail Reception
• 6:30 pm - End of Day 1

Day 2:

• 8:00 am REGISTRATION & BREAKFAST
• 8:45 am Chairperson’s Opening Remarks
• 9:00 am Presentation – Why Digital Transformation Project Generally Fail – And How to Make Sure Yours Doesn’t
• 10:00 am Panel Discussion – Let's Get Data Management Right
• 10:45 am Networking Break

Track A: Assets Under Management - Below $500 Million

• 11:15 am Discussion Group 7A – Maximizing the Power & ROI From Your Data
• 12:00 pm Presentation – Navigating Data Transparency with Trust

Track B: Assets Under Management - $500 Million and Above

• 11:15 am Discussion Group 7B – Maintaining Data Quality for Better Operational Efficiency
• 12:00 pm Presentation – AutoBanks, Roll Out!
• 12:30 pm Networking Lunch
• 12:30 pm Private Event
• 1:35 pm Fintech Startup Showcase
• 2:05 pm Panel Discussion – Designing a Data-Driven Customer Experience Journey
• 2:05 pm Presentation – Building On The Cloud – Its’s More Than Just a Technology
• 2:35 pm Roundtable Discussions
• 3:15 pm End of Day 2
  

Conference link

What is your branch doing to exceed their expectations and meet the needs of other generations as well? Future Branches is two days of action-packed stories, conversations and connections with the top minds in retail banking. We will explore how leading financial institutions are revamping retail banking technology, retooling front line associates, and creating the branch and retail banking experience of the future. You’ll get actionable strategies to provide personalized high touch experiences for today’s customers. This is THE meeting place to benchmark against the best of the best in financial services.

Top 10 speakers:

• Terri Hoffman - SVP, Manager of Branch Operations Support at First Citizens Bank
• Keri Wise - Head of Retail Sales at United Community Bank
• Brandon Kramer - Employee Experience Strategy Manager at Fifth Third
• Eric Eaton - Vice President & Bank Experience Officer at BankPlus
• Zeke Hellenbrand - Director, Retail Branch Operations at BCU
• Paula Slagle - SVP, Branch Infrastructure and Employee Technology Experience Executive at US Bank
• Vito Giannola - EVP & Chief Retail Banking Officer at Provident Bank
• Katie Lewis - Retail Network Execution Manager at Commerce Bank
• Diandra Murga - AVP, Retail Banking Regional Manager at Bethpage Federal Credit Union
• Breana Wolfert - AVP, Branch Operations Project Management at American Heritage Credit Union

Agenda Keynotes:

Day 1:

• Keynote: Navigating a Merger at the Branch Level: Informing Customers & Rebranding Branches
• Keynote Chat: How American Airlines Credit Union Is Using their Branch Network to Help New Pilots Get Their Careers Off the Ground
• Chief Retail Officer Panel Discussion: Leadership Playbook: Strategies To Succeed In A Changed Banking Market
• Take Three Tours: A Virtual Site Visit of Some of the Best in Branches Harbor Nights Offsite Reception

Day 2:

• Keynote: Effectively Providing Best in Class Service for Small Business Clients in Branch
• Panel: Ensuring That Diversity, Equity and Inclusion are Pillars of Your Workplace Culture
• Panel Discussion: Employee Engagement for the Long Haul: The Best of Coaching, Development & Career Pathing
• Panel: Deepening Your Community Involvement to Strengthen Consumer Trust in Your Organization
• Know Your Network Roundtables

Conference link