Operations Track


From staffing to project management to marketing to product development, this track covers a wide range of topics to help you optimize and strengthen your back-office operations.

Wednesday, April 3, 2024

10:00 - 11:00 a.m. Mitigating Loss: Combating the True Cost of Fraud
Terri Luttrell (Abrigo)

Fraud continues to be top of mind for financial institutions, with hard dollar losses growing at an all-time high. In this session, we will discuss the true cost of fraud and gain valuable insights into the tangible and intangible losses incurred due to simple and complex fraud schemes. You will come away with a comprehensive understanding of various types of fraud affecting financial institutions, actionable steps to mitigate their impact and the importance of collaboration among industry peers and law enforcement partners.
11:15 a.m. - 12:15 p.m.  Leave Tradition Behind: How Other Markets Influence Innovative Design
Kevin Blair (NewGround)

While traditional branches are no longer necessary for many consumers, innovative branches that embrace new ideas from other markets are experiencing heightened business growth. Financial institutions must look at other markets and evaluate why they're thriving. Retailers like Starbucks, Panda Express, Blue Nile and more are still dominating the market and drawing in new customers every single day. Only those institutions who are brave enough to learn from these markets will grow and succeed.
 1:30 - 2:30 p.m. Strategies for Effective Project Management

Kristin Jones (HC3)

Join Kristin Jones, HC3 Director of Project Management, as she shares best practices, pitfalls to avoid and insights from 15+ years as a technical project manager. Discover how to build a strong project management team, manage competing tasks and optimize project management placement within your bank. Gain practical solutions for overcoming project management challenges in the banking industry and empower your team to achieve successful outcomes. 

 2:45 - 3:45 p.m. Change Management 
Kelly Goulart and Apryl Salazar (IBAT)

From regulatory change to products and services to core changes, change management affects every area of your institution. Banks should ensure a collective approach to identifying, prioritizing, communicating and monitoring/mitigating risk associated with changes as part of an organized risk management approach. 

Join IBAT's Compliance Team, Kelly Goulart and Apryl Salazar, as they present on Change Management: A How to Guide and Why it's Important.
4:00 - 5:00 p.m. Unlocking the Potential: AI in Banking
Cal Roberson (Integris)

Explore the transformative power of AI within banking. Learn how AI-driven solutions can streamline operations and elevate customer interactions. Discover effective strategies for leveraging AI while mitigating industry-specific risks. Unleash the potential of AI in banking with us.

Thursday, April 4, 2024

10:00 - 11:00 a.m. Infrastructure Maturation: How to Grow the Support Functions to Keep Up with the Growth of Your Bank
Eric R. Alexander (Six Arrows Consulting)

As your bank grows in size or complexity, or both, are your support functions keeping up? How should you go about assessing the processes, people and platforms in each function to determine where to make improvements and develop new capabilities to ensure your back office functions don't hold you back? 
11:15 a.m. - 12:00 p.m.  Building an Innovative Culture to Support Your Digital Journey
Tim Dively (CLA)

Although digital transformation is a key focus in community banking, the significance of establishing the proper infrastructure to drive success is often overlooked. In this session, we'll explore how best to structure your bank to develop a culture of innovation.
1:30 a.m. - 2:30 p.m. How Security Systems Can Improve Overall Operational Efficiency

Kyle Morden and Paul Pounds (OpenEye)

OpenEye, in conjunction with NuSource Financial, will present on how new developments in technology can help with Operational Efficiency. From decreasing time to find and share events, to using analytics to send alerts when customer wait lines are too long, we will share knowledge on how to leverage your camera system to provide operational insight.

2:45 - 3:45 p.m. Top 10 Cyber Threats and How To Mitigate Them
Brandon Gettert, Curated Cyber

This session will discuss the top 10 cyber threats and how to mitigate them in "plain English." The presentation includes social engineering, third-party exposure, working remote, configuration mistakes, poor cyber hygiene, cloud vulnerabilities, mobile device vulnerabilities, internet of things, ransomware, poor data management and poor post-attack procedures.