Conference Program

Date


The Modern Director: Changing How We Think About Boards

December 11th, 2008
Philip K. Smith
President
Gerrish McCreary Smith, PC
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Location Intelligence - Why it Matters in the
Changing Dynamics of Today's Economy

December 9th, 2008
Kym Kulle
Director, Product Development and Marketing
Experian
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Depositors in Motion: Refining the Retail
Sales Experience to Win Share

December 4th, 2008
Les Dinkin
Managing Director
Novantas LLC
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Extraordinary Organic Deposit Growth ROI

November 13th, 2008
Bruce Purple
Senior Strategist – Retail Banking
Acxiom Global Consulting
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Verification in the Payments Space

November 6th, 2008
Chris Colson
Product Manager
Equifax Inc.
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Merchant Capture
Marketing, Contractual & Implementation Issues
October 23rd, 2008
Greg Schratwieser
President and CEO
ICI Consulting Services
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Building Customer Engagement Through Rewards

October 16th, 2008
Jim Marous
Marketing Services Director
Harland Clarke Corporation

David K. Konefal
Senior Vice President
Customer Program Management
National City Bank
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Banking 2.0: Why You Must Compete Now to
Acquire Accounts Online and How to Do It

October 9th, 2008
Bob Giltner
Consulting Partner
My Rewards
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Leveraging Digital Marketing to Enhance
Multi-Channel Communications

October 2nd, 2008
Devin Davis
Vice President of Strategy
Harte-Hanks Financial Markets

Sebastian Pistritto
Vice President of Strategy and Business Development
Harte-Hanks Digital Practice

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Fighting the Fires in Home Equity Lending

September 25th, 2008
Annetta Cortez
Managing Director
Novantas LLC

James LeVan
Principal
Novantas LLC
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Turning Transactions into Actionable Insight

September 18th, 2008
B.J. Morgan
Director, Segment Management
Unica Corporation
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Optimize Revenue While Reducing Cost in
the New Home Lending Market

September 11th, 2008
David M. Funsten
Vice President, Financial Markets Strategy
Harte-Hanks Direct Marketing

Li Saul
Vice President, Creative Strategy
Harte-Hanks
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Back-office Conversion: Too Little too Late?

September 4th, 2008
Bob Meara
Senior Analyst, Banking Group
Celent
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Four Tactics to Unlocking the Potential in
the Small Business Market

August 28th, 2008
Kevin Akerman
Director of Marketing
Experian
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The Global Credit Crunch: Companies Keep Their Cool

August 19th, 2008
Chris McDonnell
Vice President
Greenwich Associates
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Merchant Capture
Marketing, Contractual & Implementation Issues
August 7th, 2008
Greg Schratwieser
President and CEO
ICI Consulting Services
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Account Opening: Managing Risk and Building Relationships July 31st, 2008
Eva Weber
Analyst
Aite Group
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Why Bank Brands Aren’t Working, and
How Belief Systems Can Help
July 24th, 2008
Tom Dougherty
Chief Executive Officer
Stealing Share
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Driving Revenue through Inbound Customer Service Call Centers July 17th, 2008
Maddy Sheprow
Vice President, Strategic Solutions
Maritz Inc.

Rich Brose
Director of Research Services
Maritz Inc.
 

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The Would-Be Disruptors: New Technologies
in the Remittance Space
July 10th, 2008
Red Gillen
Senior Analyst
Celent
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Green In More Ways Than One June 26th, 2008
James Kang
Research Associate
Aite Group
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Take Control of Your Commercial Deposit Portfolio:
Five Techniques for Success
June 19th, 2008
Stephen Baird
Director
Novantas LLC

Edward Dellheim
Manager
Novantas LLC

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Why Green Still Means Money Too
How Corporate Social Responsibility Positively
Affects The Bank’s Bottom Line
June 12th, 2008
Alyssa Dver
Chief Executive
Mint Green Marketing
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Electronic Payments Growth and Prospects

June 5th, 2008
Ed Bachelder
Director of Research
Dove Consulting Group
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Beyond Intuition: Making Better Branch Decisions with Data

May 29th, 2008
Vanessa Mambrino
Senior Associate
Capital Performance Group

Gary D. Stein
Partner
Capital Performance Group

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Using Market Intelligence to Improve Marketing
Campaign Performance and Make More Money

May 22nd, 2008
Alan Osetek
Executive Vice President
Visual IQ
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Cashing in On Deposit Growth Strategies:
Deposit Acquisition & Onboarding

May 15th, 2008
Diana Tummillo
Senior Vice President, Financial Practice
Harte-Hanks

Sebastian Pistritto
Vice President for Strategy & Business Development
Harte-Hanks

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Mitigating Risk in the Online Channel May 1st, 2008
Amir Sunderji
Chief Payments and Risk Officer
CashEdge
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Going Social With Your Brand

April 24th, 2008
Gary Jackson
Business Relationship Manager - Financial Services
Google
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Profitable Marketing To Gen Y And Beyond

April 17th, 2008
Rich Weissman
President and CEO
DMA
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Manifest Destiny: Small Business Remote Deposit Capture

April 10th, 2008
Bob Meara
Senior Analyst, Banking Group
Celent
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Using Local Insight to Achieve Superior Deposit Performance April 3rd, 2008
Marion R. Foote
Managing Director
Novantas LLC

Kevin S. Travis
Principal
Novantas LLC

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Finding the Insurance Target:
A Consumer Segmentation Analysis
March 27th, 2008
Candace Thornton
Assistant Vice President, Practice Management
Claritas
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Corporate Mobile Banking:  The Times They Are A-Changing March 20th, 2008
Jacob Jegher
Senior Analyst
Celent
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Run Your Best Sales Meetings Ever!

March 13th, 2008
Phil Carney
National Sales Director
Beacon and Company
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Is Your House In Order In Preparation of the
Coming Loan Refinance Storm?

March 6th, 2008
Frank Noyes
Vice President, Financial Markets Advisor
Harte-Hanks

David M. Funsten
Vice President of Strategy - Direct Marketing
Harte-Hanks
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Who Are the Unbanked and Why Should I Care?

February 28th, 2008
Kevin Akerman
Director of Marketing
Experian
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Ten Keys to an Effective Onboarding Strategy

February 21st, 2008
Jim Marous
Marketing Services Director
Harland Clarke Marketing Services
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Don’t OD on Risk…The Importance of Dynamic Overdraft Scoring

February 14th, 2008
Erik M. Hoghaug
Senior Business Development Manager
Sheshunoff Management Services
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Kid/Family Social Media:
Implications for Financial Services Companies

February 7th, 2008
Peter Grunwald
President
Grunwald Associates Research

Tom de Boor
Principal Analyst
Grunwald Associates Research

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Image Exchange & Remote Capture: How to Maximize Savings January 31st, 2008
Greg Schratwieser
President and CEO
ICI Consulting Services
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Ten Best Practice Steps for Meeting 2008 Deposit Growth Goals   January 24th, 2008
Frank Noyes
Vice President, Financial Markets Advisor
Harte-Hanks

Glenn Hudock
Vice President, Retail Bank Vertical Practice Leader
Harte-Hanks
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Retail and Commercial: The Future of Electronic Payments January 17th, 2008
Audra Stoneburner-Hovan, AAP
Sales Product Specialist
Fiserv BANKLINK
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Healthcare Payment Cards: A View Over the Horizon January 10th, 2008
Red Gillen
Senior Analyst
Celent
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Optimizing Incremental Modeling Results for Deposit/Loan Acquisition/Onboarding and Cross-sell Programs December 20th, 2007
David M. Funsten
Vice President, Channel Optimization Strategist
Harte-Hanks

David B. Nichols
Vice President, Executive Creative Director
Harte-Hanks

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What Really Matters to Retail Consumers of Online Brokerage? December 13th, 2007
Adam Honoré
Senior Research Analyst, Securities Practice
Aite Group
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Multifactor Authentication: Forging Ahead in 2007
(This live presentation is an encore of August 16th, 2007)
December 6th, 2007
Jacob Jegher
Senior Analyst
Celent
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Great Expectations: Can SOA Deliver?

November 29th, 2007
Bart Narter
Senior Analyst, Banking Group
Celent
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Developing Impactful Financial Services Branding
for Foreign Nationals in the US
(Please note this conference is held on Tuesday)

November 20th, 2007
Augusto Medelius
Managing Director and Founder
Lever Partners
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Hispanic Marketing:  Innovative Approaches to Retail Banking
How retail banks are capitalizing on the Hispanic market opportunity
November 15th, 2007
Mark Carr
Partner 
CMG Partners

Moira Triveri
Director
CMG Partners

Octavio Sacasa
Manager
CMG Partners

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A2A, You've Come A Long Way:
A Look at Consumer Adoption to Date and a Refresher on the Benefits, Opportunities, and Considerations of Account-to-Account
Transfers within Online Banking
November 8th, 2007
Jeremy Sokolic
Vice President, Marketing
CashEdge
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Local Keys to Regional Marketing Effectiveness November 1st, 2007
Marion R. Foote
Managing Director
Novantas LLC

Leo D'Acierno
Managing Director
Novantas LLC

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Hispanic Marketing: Targeting Likely Buyers of Financial Products October 25th, 2007
James Starks
Vice President - Diversity Insights
Synovate
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Mobile Payment Solutions Are Ready, But Are Consumers? October 18th, 2007
Ken Kerr
Vice President, Retail Payment Strategies
Phoenix Payments Systems Practice

Leon Majors
Founder and President
Phoenix Payments Systems Practice

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Consumer Life Insurance in the US: Current Trends in Purchase Behavior and Projecting Potential Demand October 11th, 2007
Candace Thornton
Assistant Vice President, Practice Management
Claritas

Ryan Arnold
Director, Primary Research
Claritas

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MasterCard and Visa Go Public, AMEX and Discover Enter the Bank Card Market - What Does It Mean To Us? October 4th, 2007
Paul Turgeon
Vice President
Dove Consulting
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Sizing and Profiling Transactors and Revolvers
in Today’s Card Market

September 27th, 2007
Greg Weed
Director of Card Performance Research
Phoenix Marketing International
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Fixing What’s Broken in Branch Sales

September 20th, 2007
Les Dinkin
Managing Director
Novantas

Cleve Cogswell
Senior Vice President, Sales and Service
Webster Bank

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How Financial Institutions Can Tame the
Regulatory Compliance Monster
(This live presentation is an encore of June 28th, 2007)
September 13th, 2007
Thomas Grubb
Vice President of Marketing
Polivec Inc.
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Financial Behavior of Middle Class Hispanics
(This encore presentation has been updated based
on research collected in 2007)

September 6th, 2007
Julie Pabich
Consultant/Consumer Research
Integras, a division of Claritas Inc.
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Ten Steps to Achieving New Customer Onboarding Success

August 30th, 2007
Jim Marous
Regional Marketing Director
Alcott Routon
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Multifactor Authentication: Forging Ahead in 2007 August 16th, 2007
Jacob Jegher
Senior Analyst
Celent
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Achieving Retail Banking Growth:  Acquiring and Retaining
More Valuable Deposit and Loan Customers
August 9th, 2007
Frank Noyes
Vice President, Financial Markets Advisor
Harte-Hanks

David M. Funsten
Vice President of Strategy - Direct Marketing
Harte-Hanks
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The State of Remote Deposit Capture Adoption:
Entering the Mainstream

August 2nd, 2007
Bob Meara
Senior Analyst, Banking Group
Celent
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Marketing to the Millennial Generation:
Financial Services and the Web

July 26th, 2007
Alenka Grealish
Managing Director
Celent
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The (untapped) BIG Business of Serving
Small Business Customers Online
July 12th, 2007
Jeremy Sokolic
Vice President, Marketing
CashEdge
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How Financial Institutions Can Tame the
Regulatory Compliance Monster
June 28th, 2007
Thomas Grubb
Vice President of Marketing
Polivec Inc.
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Insights on the Top Strategic Issues in Business Banking:
Eight Questions Every Banker Should be Asking
June 21st, 2007
Donald Raftery
Managing Director
Greenwich Associates

Steven Busby
Managing Director
Greenwich Associates

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Securing the Extended Enterprise and Other Related
Financial Services Technology Consortium Initiatives
June 14th, 2007
Daniel Schutzer
Executive Director
Financial Services Technology Consortium
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Building Loyalty in a Tough Market:
Lessons from the Market Leaders
June 7th, 2007
Marion R. Foote
Managing Director
Novantas LLC
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Supply Chain Payments

May 31st, 2007
Ed Bachelder
Director of Research
Dove Consulting Group
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The Business Banking Initiatives of U.S. Community Banks May 24th, 2007
Christine Barry
Research Director, Wholesale Banking
Aite Group
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Seven Strategies to Turn Sales Obstacles into Opportunities

May 17th, 2007
Beth Goldstein
CEO/President
Marketing Edge Consulting Group

Dennis J. Ceru, Ph.D.
CEO/President
Strategic Management Associates, LLC

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Using Rewards Programs to Enhance Bank Customer Loyalty
(This live presentation is an encore of March 15th, 2007)

May 10th, 2007
Jim Marous
Director, Business Development
Alcott Routon
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Maximizing New Customer Acquisition through
an Integrated Channel Approach
May 3rd, 2007
Sanjeev Dheer
CEO
CashEdge
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Customer Intelligence: A Customer Centric Model to Improve the
Customer Experience and Increase Customer Loyalty

April 26th, 2007
Susan Toner
President, Technology Practice
Phoenix Marketing International
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Contactless Payments:  Tactics to Drive Critical Mass

April 5th, 2007
Edward Kountz
Senior Analyst, Financial Services
JupiterKagan, Inc.
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Top Ten Mistakes Companies Make Marketing to Hispanics

March 29th, 2007
Beth Goldstein
CEO/President
Marketing Edge Consulting Group
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Online Lending and P2P – Market Opportunities And Challenges

March 22nd, 2007
Dan Schatt
Senior Analyst
Celent
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Using Rewards Programs to Enhance Bank Customer Loyalty

March 15th, 2007
Diana Tummillo
Director of Strategy
Alcott Routon

Jim Marous
Director, Business Development
Alcott Routon
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Winning the Hearts and Wallets of Small Business Customers
(This live presentation is an encore of December 14, 2006)
March 8th, 2007
Christine Barry
Research Director, Wholesale Banking
Aite Group
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Financial Behavior of Affluent and Middle Class Hispanics
(This live presentation is an encore of November 2, 2006)

March 1st, 2007
Julie Pabich
Consultant/Consumer Research
Integras, a division of Claritas Inc.
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A Proposal to Converge Wire Transfer and ACH Payments Systems in the U.S. to Improve B2B Payments

February 22nd, 2007
Nancy Atkinson
Senior Analyst
Aite Group
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Branch Performance: Evaluating Competitive Growth Strategies

February 15th, 2007
Bill Handel
Vice President, Research
Raddon Financial Group
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Deposit and Loan Acquisition Optimization Strategies February 8th, 2007
Frank Noyes
Vice President, Financial Markets Advisor
Harte-Hanks

David M. Funsten
Vice President, Financial Markets Strategy - Direct Marketing
Harte-Hanks
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Check Electronification: Crisis of Adoption or Expectation?

February 1st, 2007
Bob Meara
Senior Analyst, Banking Group
Celent
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The Evolving Supervision and Compliance Market January 25th, 2007
Eva Weber
Analyst
Aite Group