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Agenda

Tuesday, June 13

8:15 am–8:30 am        Welcome—Setting the Agenda
  • John Shain, President, AFS 
8:30 am–10:30 am      Balancing Growth with Compliance
Panel Discussion
  • Dov Haselkorn, Partner, Oliver Wyman
  • Paul Mee, Partner, Oliver Wyman 
10:30 am–10:45 am    Break
                                                                                
10:45 am–11:45 am    The Voice of the Customer: Expectations and Consequences—Can Mobile and Digital Actually
Change the Playing Field?
  • Don Raftery, Managing Director, Greenwich Associates 
11:45 am—Noon        Real-Time for Commercial Lending—FinovateSpring 2017
 
Noon–1:00 pm           Lunch
 
1:00 pm–3:30 pm       Transformational ChangeDelivering Enterprise Value
  • Doug Hautop, Vice President & Portfolio Executive, NTT DATA Consulting
  • Paul Krauss, Sr. Director, FSI Technology Practice Leader, NTT DATA Consulting
  • James Adams, Director, Client Lead, NTT DATA Consulting
  • Blaine Tober, Director, Financial Services & Insurance, NTT DATA Consulting
  • Melissa Hofer, Managing Director, AFS
  • John Dubil, Managing Director, AFS
  • Wayne Baker, Director PMO, AFS 
3:30 pm–3:45 pm       Break
 
3:45 pm–5:00 pm       Case Study: AFSVision® Syndications Delivery in Under 9 months
  • Brenda Alek, Director, AFS
  • Bill Butryn, Capital Markets Director, AFS
  • Jason Boyer, Capital Markets Product Manager, AFS
  • Mark Deese, AFSVision Product Manager, AFS 
5:30 pm–7:30 pm       Cocktail Reception
 

Wednesday, June 14

8:30 am–10:00 am      Why Accurate & Reliable Data is Important
  • Bill Lang, Managing Director, Promontory Financial Group 
10:00 am–10:15 am    Break
 
10:15 am–11:15 am    Applying & Managing Data Challenges Today
  • John Haley, Chief Data Officer, Regions Bank
  • Robert Gerber, Director of Data Governance, Zions Bank
 
11:15 am–Noon         Case Study: Digitalization for Lending
  • Rick Bare, General Manager AFSCommerce®, AFS
  • Drew Burkhardt, Director, AFS 
Case Study: AFSCommerce Delivery – Flexible, Scalable and Secure
  • Randy McGarry, Managing Director, Technology Services, AFS
  • Mike Hoffman, Information Security Officer, Cyber Security & Information Assurance, AFS
  • Gene Garis, Managing Director, AFS
Case Study: AFSVision Performance & Scalability
  • John Dubil, Managing Director, AFS
Managing Change
  • Elaine Prutzman, PMP, Director, Project Management Office, AFS
12:15 pm–1:15 pm     Lunch
 
1:15 pm–3:30 pm       Who Uses Data – Use Cases and Experiences
  • Brooks Brady, SVP, Credit Analytics, Zions Bank
  • Walter Young, Group Vice President, M&T Bank
  • Joel Hill, SVP, Commercial Credit Services, BB&T Bank 
3:30 pm–3:45 pm       Break
 
3:45 pm–4:45 pm       CECL: Are You Ready?
  • Mike Fadil, EVP, CECL Program Implementation, Citizens Bank 
4:45 pm–5:00 pm       Case Study: AFS Data Control
 
5:30 pm–7:30 pm       Cocktail Reception
 

Thursday, June 15

8:30 am–10:00 am      Are We Ready for the Future?
  • Thomas Freeman, CEVP, Efficiency & Strategic Partnerships Executive, SunTrust Bank
  • Kenneth Phelan, Chief Risk Officer, U.S. Department of Treasury
  • Dominic Venturo, EVP, Chief Innovation Officer, U.S. Bank
  • Bill Fink, EVP, Chief Lender, Commercial Banking, TD Bank
10:00 am–10:15 am    Break
                                                                        
10:15 am–10:45 am    Panel Discussion with Industry Leaders
                                  
10:45 am–Noon         AFS Response – Our Direction and Roadmap
 
Noon–1:00 pm           Lunch
 
1:00 pm–3:00 pm       Best Practices in Data Management from AFS Benchmarking Programs–Experiences and Case Studies
Benchmarking the Credit Delivery Process
  • Joel Hill, SVP, Commercial Credit Services, BB&T Bank
  • Lee Kidder, Director, AFS
  • Bill Sonon, Project Lead, Senior Business Analyst, AFS
Agenda Brochure
 


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