North America’s most influential banking and payments event
25 June – Pre-event networking drinks
26 – 27 June 2023 | Renaissance Chicago
At MoneyLIVE North America banks take centre stage.
Attracting the most ambitious and successful banking and payments leaders from across the USA and Canada, this is the banking conference where you can uncover transformational strategies that leave the competition behind.
“MoneyLIVE consistently delivers the most exciting banking content and the most engaging speakers.”
Group Chief Customer Experience Officer, Virgin Money
500+
Attendees
60%
C-level, Director, VP or Head-of level
60%
Financial institutions
2023 CONFERENCE SPEAKERS
Check out whose speaking at this year’s banking conference.
For live speaker announcements, follow MoneyLIVE North America on LinkedIn.
Tim Welsh
Vice Chairman, Consumer and Business Banking, U.S. Bank
Mark Parker
Executive Vice President, Head of Operations, TD Bank
Kelly Dearwester
Chief Data Officer, Old National Bank
Rodney Hood
Eleventh Chairman and current Board Member, National Credit Union Administration
Anil Choudary
Chief Technology Officer, Alliant Credit Union
Doug Villone
Head of Cards and Partnerships, Barclays USA
Corey Oreskovich
Chief Marketing Officer - Commercial, Corporate & Institutional Division, Truist
Bridgit Chayt
Executive Vice President, Head of Commercial Payments and Treasury Management, Fifth Third Bank
“I’m most looking forward to connecting with banking industry experts and peers and hearing from them on how they are planning, adjusting and navigating the tough market conditions”
Chief Technology Officer, Alliant Credit Union
HOT TOPICS
Take a look at the key areas up for discussion at this year’s banking conference.
Lending and the economic landscape
Define a robust roadmap for dealing with economic uncertainty alongside others steering the ship. Hear from market leaders from Deutsche Bank, Barclays, Citi and more to reassess your tactics in a time of upheaval.
Future of payments
With competition growing, now is the time to innovate. Explore the developments transforming the market today, from POS innovation to real-time payments – hear from Wells Fargo, JPMorgan Payments, Truist and more.
Navigating the open ecosystem
Tap into new revenue streams by reaping the benefits of the open ecosystem. From embedded finance to launching new BaaS offerings, learn how your organization can capitalize on this growing market.
Fraud and financial crime prevention
Make counter-fraud measures your USP in the face of prying fraudsters. Explore industry advancements ranging from the possibility of an interoperable digital ID to leveraging AI, blockchain technology and automation in preventing financial crime.
The Customer Gameplan
With an increasingly competitive landscape in banking, it’s time to level up your CX game. Hear how to optimize your CX strategies through optimizing your mobile app, providing digital onboarding and more.
Web 3.0, Digital Currencies and Beyond
With all the noise surrounding Web 3.0, it’s easy to underestimate the commercial potential. Join us in the Web 3.0 Academy as we delve into the possibilities of banking on the blockchain, the opportunities of DeFi platforms, explore the potential of digital currencies and consider where banks’ investments priorities should lie.
Work hard, play hard.
We’re bringing the party to Chicago.
MoneyLIVE are proud to bring you two networking parties this Summer:
25 June
The pre-event mixer where you can relax over a drink and canapes ahead of the main banking conference – it’s the perfect way to break the ice. Join us at the Renaissance Downtown Chicago Hotel, our conference HQ, from 6-8pm!
26 June
The Official After Party!
We’re throwing it back to the roaring ’20s at the vintage, Prohibition Era-inspired Untitled bar and restaurant!
At the close Day 1, join us at the venue that hosts the largest selection of American whiskies in the world as well as carefully crafted cocktails.
Don’t miss out on this unique networking party in the Windy City!
OUR NORTH AMERICA ADVISORY BOARD
We meant it when we said this was a banking conference designed by bankers, for banks.
Our advisory board has helped steer 2023’s agenda to reflect the most pressing issues in the market.
Brian Luciani
Head of Rise New York, Barclays
Susanne Frame
Director, Global Content Experience, Scotiabank
Benjamin Maxim
Chief Digital Strategy and Innovation Officer, MSU Federal Credit Union
Sumit Arora
Senior Vice President, Enterprise Payments Strategy, Wells Fargo
Hugh Shannon
Director, OakNorth Bank
Frederico Padilha
Head of Digital Strategy, Capital One
Ben Fish
Head of New Product Development, Partnerships, Citizens Bank
Harman Johal
Senior Vice President, Market Leader - Texas & Illinois, US Bank
WHAT CAN YOU EXPECT?
Get a flavour of what’s to come at our banking conference.
Banks take centre stage
True innovation never sleeps. MoneyLIVE North America is designed by bankers, for bankers – this is the banking conference that puts bank-led conversations front and centre stage. Meet with a senior audience made up of over 60% banks with over 60% attendees with job titles at C-level, President, Director, VP or Head-of level.
Networking & connections
Meet and connect with fellow senior banking leaders through:
- Roundtables and workshops
- 1-to-1 VIP meetings
- 2 big Chicago nights out
- Matchmaking app
Thought-provoking insights
Thematically focused sessions are structured to provide maximum insights from the cutting-edge of banking and payments. Hear how leading banks and innovative FinTechs are responding to exceptional technological and socio-economic challenges in 2023 and beyond.
2023 CONFERENCE AGENDA
Deep dive into the full 2 day breakdown of our banking event and start planning your days.
Day 1
Day 2
SESSION 1
Keynote address
Dynamic, resilient, robust: navigating economic uncertainty
Tim Welsh
Vice Chairman, Consumer and Business Banking
U.S. Bank
Keynote address
Staying ahead of market change: from new models to new competitors
Chris Kay
Senior Executive Vice President and Head of Enterprise Platforms
M&T Bank
Leaders’ forum
Defining your strategy in uncertain times
- How do banks’ need to change in the face of economic and geo-political uncertainty?
- From maintaining liquidity to affordable lending: how can banks strike a sustainable balance?
- Digital in challenging times: which trends will accelerate, and which will dwindle?
- Competing for the customer relationship: what should banks now do to deepen engagement?
- Honing operational strategies: identifying areas for cost and value optimization
- Building digital talent: how must employment strategies change to compete?
- FinTech funding: to what extent is it drying up? Are there opportunities for banks?
Tim Welsh
Vice Chairman, Consumer and Business Banking
U.S. Bank
Chris Kay
Senior Executive Vice President and Head of Enterprise Platforms
M&T Bank
Doug Villone
Head of Cards and Partnerships
Barclays USA
Corey Oreskovich
Chief Marketing Officer - Commercial, Corporate & Institutional Division
Truist
Networking break
SESSION 2 | 2x STREAMS
Lending in the face of uncertainty
Keynote address
The state of lending and the housing market: an economic analysis
Brett Ryan
Director, Senior US Economist
Deutsche Bank
Fireside chat
Credit risk in a time of upheaval
- To what extent are customers already over-extended: assessing the current state of play
- How should lenders adapt their credit risk assessment models in light of the cost-of-living crisis?
- Looking beyond historical models: embracing new data sources and AI to strengthen credit risk accuracy
- A focus on SMEs: how do business lending credit risk strategies need to evolve?
- Ensuring a diversified loan portfolio: what more could lenders do?
Wei Chen
Managing Director, Head of Credit Strategy and Analytics
Barclays USA
Fred Diniz
Head of Organic Lending Impairment
Starling Bank
Panel discussion
What’s next for embedded lending: BNPL and beyond
- Evaluating today’s BNPL landscape: the good, the bad, the ugly
- Surfing the BNPL wave: understanding the commercial opportunities for banks
- The regulation of BNPL: timescales and implications
- To what extent will automotive loans and mortgages be sold on an embedded basis?
- How do credit risk assessments and onboarding processes need to change to suit an embedded environment?
- Will it be Twitter, will it be Amazon: predicting the next phase of embedded lending disruption
Christine Roberts
President
Citizens Pay
Philippe Daoust
Vice President & Managing Director
National Bank of Canada
Akita Somani
Senior Vice President, BNPL/ POS Lending
U.S. Bank
Fireside chat
The future of mortgages: from product innovation to dealing with delinquencies
- Succeeding in the new mortgage market: striking the right balance between margins, risk, and market share
- From flexible repayments to shared equity: how can mortgage products better accommodate first-time buyers?
- Towards the digital-only mortgage: within what timeframe could this become a reality?
- Managing default risk: how should mortgage teams best prepare?
- Dealing with delinquencies: could AI transform the targeting and personalization of approaches?
- Avoiding a downward spiral in the housing market: what potential approaches could help keep customers in their homes?
Mike Fauth
Divisional Lending Executive
Citi
The future of payments
Keynote address
Seamless, convenient, secure: a new era for payments
Kathryn Albright
Executive Vice President, Head of Global Payments & Deposits
Umpqua Bank
Fireside chat
Instant, embedded, value-adding: what’s next for POS innovation?
- Pay-by-bank: what will spark increased uptake and how quickly?
- Towards a frictionless POS experience: what small changes might make a big difference?
- Adding value at the point of payment: what value-added services might we see moving forward?
- The rise of the digital wallet: what more can they bring to the payment experience?
- Apple tap-to-pay: how dominant might this become and what might the implications be?
Devon Elke
Senior Director, Product, Avion Rewards
RBC
Advisory
Preventing real-time payments from becoming real-time fraud
Nithai Barzam
President & COO
nsKnox
Fireside chat
Future proofing payment rails
- Taking real-time payments further: where are we on the journey?
- Beyond Zelle and Venmo: what are the next steps for scaling A2A payments?
- The IXB international cross-border payments pilot: enabling interoperability whilst maintaining security and compliance
- ISO20022 in action: how has the industry benefitted from standardized payments messaging?
- Laying the technological foundations for the next phase of payments interconnectivity: where should organizations start?
- Fast and secure: unleashing the benefits of digital currencies and CBDCs in payments
Allysun Fleming
Executive Vice President, Head of Payments
Comerica
Carlos Kazuo Missao
Head of Innovation Solutions, Americas
GFT
Lunch break
SESSION 3 | 2x STREAMS
Models for the open ecosystem: a blueprint for success
Interview
Driving organizational change: bringing innovation to the fore
Saira Khan
Head of Innovation & Partnerships
HSBC
Fireside chat
Tooling up for the embedded finance boom
- Social platforms, super-apps, and eCommerce giants: how significant will these channels be for banks?
- To what extent will financial products be acquired in a non-financial context?
- To build or to partner: deciding how to ride the wave of embedded finance
- From flexibility to security: how can APIs be optimized for the embedded ecosystem?
- Beyond APIs: transforming legacy systems and data sets to integrate effectively
- Build, buy, partner: what are the options for banks looking to embed quickly?
- Towards API standardization: how can interoperability best be achieved?
Chris Kennedy
Senior Vice President, Strategic Initiatives, Technology and Operations
Regions Bank
Bridgit Chayt
Executive Vice President, Head of Commercial Payments and Treasury Management
Fifth Third Bank
Kate Marienthal
Head of Client Services
Pinwheel
Panel discussion
Business models for the open ecosystem
- Defining a banking-as-a-service strategy: where should organizations start?
- BaaS compliance: to what extent is the OCC’s interference a cause for concern? How will this impact existing partnerships?
- Beyond traditional banking: bringing in revenue through subscription services
- Big investment, big return: investing in commercial API propositions
- Embedding into BigTech and ecommerce giants: is this the key to remaining relevant in the evolving banking ecosystem?
- The bank as the ecosystem orchestrator: to what extent is this a viable model for banks?
Sean Willett
Executive Vice President, Chief Administrative Officer
Five Star Bank
Matthieu Soulé
Head of BNP Paribas C.Lab Americas
BNP Paribas
Saira Khan
Head of Innovation & Partnerships
HSBC
Matthijs van Voorst
Director Strategic Partnerships
ABN AMRO
Keynote address
Advancing financial inclusion through innovation
Casey van der Stricht
Principal, Solve Innovation Future
MIT Solve
Workshop | Fraud and financial crime
Networking break
SESSION 4
Keynote address
Winning loyalty: delivering and engaging a personalized experience
Simon Griffiths
Executive Vice President, Head of Core Banking
Citizens Bank
Keynote address
The powerful impact of financial data-driven personalization
Jody Bhagat
President of Americas
Personetics
Panel discussion
Optimizing your omnichannel strategy
- Physical, digital and everything in between: what banking experience do customers want?
- Offering all channels or delivering optimal service on a few: which strategy should banks pursue?
- Developing seamless transitions across all channels: what are the challenges to overcome?
- Super-apps and social media platforms: how to optimize your reach via these channels
- Maintaining the human touch: understanding the role of the bank branch and human agent
- From chatbots to robo-advice: what technologies are crucial to enhance CX?
- Right offer, right channel, right time: how can personalized CX be scaled as the digital evolves?
Susanne Frame
Global Director of Digital Content
Scotiabank
Brenda Pino
Vice President, Physical Channels, Operations
BMO Financial Group
Emily Gessner
Head, Digital Originations & Onboarding
KeyBank
Lola DeMoon
Vice President, Senior Product Manager, CX UX/UI
Bank of the West
End of day 1 | After party!
SESSION 5
Interview
Playing the long game: ensuring innovation thrives in turbulent times
- Surfing the next wave of the digital revolution: where do the opportunities lie?
- Where can innovation add the greatest value to the bottom line: setting clear priorities
- From seamless CX to process efficiency: what areas should take precedence?
- Failing fast: what’s required to foster innovation at speed?
- Partnering to innovate: what kind of partnerships now offer the greatest potential?
- Accessing digital expertise: what might the implications of reduced FinTech funding be?
Rodney Hood
Eleventh Chairman and current Board Member
National Credit Union Administration
Advisory
Alex Matjanec
Founder & Head of Vision & Purpose
Wysh
Presentation
Achieving positive financial outcomes for all
Michael Cyr
Undeserved Customer Strategy and Financial Inclusion
Regions Bank
Interview
Enhance, optimize, scale: levelling up your cloud transformation strategy
Sandeep Maira
Financial and Technology Transformation Leader
OCC
Panel discussion
Future-proofing operational strategies: prioritizing amidst economic uncertainty
- Operational resilience: what should banks do to increase flexibility in the face of uncertainty?
- What strategies and metrics are crucial in creating a lean and scalable cost base?
- The flexibility to scale down as well as up: to what extent do automation, AI decisioning, cloud computing lend a hand?
- How can AI and RPA be leveraged to boost human productivity and workforce scalability?
- The potential of low-code/no-code: how big a difference could it make to staff utilization rates?
- Lean thinking and agile teams: how should organizational structures be optimized?
Mark Parker
Executive Vice President, Head of Operations
TD Bank
Jimmy Yang
Chief Risk Analytics and Infrastructure Officer
CIBC US
Tiffany Dillon
Vice President, IT Infrastructure & Operations
Landmark Credit Union
Networking break
SESSION 6 | 2x STREAMS
Surfing the sea of data
Keynote address
An open data world: putting control in the customer’s hands
Anil Choudary
Chief Technology Officer
Alliant Credit Union
Fireside chat
Envisioning the future of consumer data protection in North America
- Lessons from Europe: evaluating the triumphs and challenges of GDPR
- Understanding future compliance requirements: is the CCPA the blueprint for future data protection in the US?
- Partners, aggregators, and beyond: protecting customer data when working with third parties
- Rising to the challenge of data protection compliance: understanding the potential of RegTech
Michael Babischkin
Vice President – Deputy Director of Information Security
Federal Home Loan Bank of Chicago
Ayo Dahunsi
Chief Compliance Officer
General Bank of Canada
Panel discussion
Building a data strategy roadmap
- Collecting, processing, storing: defining an effective data management strategy
- Unconventional data sources: what new data sources are yet to be tapped?
- Unlocking the value of unstructured data: what are the challenges and the opportunities?
- Enabling real-time data insights: how can banks make the leap?
- Mitigating cyber security vulnerabilities through data management: the key considerations
- How could the future of data sharing with third parties open up new opportunities for banks to monetize their data?
Kelly Dearwester
Chief Data Officer
Old National Bank
Richard Olejniczak
SVP - Data Programs and Business Analytics and Reporting
Wintrust
Workshop | Digital transformation
Lunch break
SESSION 7
Keynote address
Unpacking the opportunities of Web 3
Gavin Wood
Founder and CEO
Parity and Web3 Foundation
Fireside Chat
Banking on the blockchain
- From smart contracts to digital identity: which blockchain use cases will prove transformational?
- Streamlining KYC and onboarding: how can blockchain-based systems improve speed and lower costs?
- Cyber resilience and information security: how could blockchain and smart contracts pave the way to secure and compliant infrastructures?
- Automating administrative functions: could smart contracts cut out bureaucracy, reduce errors, reconciliation times and auditing trails?
- Shifting banking operations to the blockchain: what time frame is overhauling legacy systems viable?
Richard Booth
Senior Director, Digital Asset Banking
Western Alliance Bank
Presentation
Demystifying synthetic data
Vorachat Tamarree
Director of Technology
PNC Bank
Fireside chat
A digital currencies roadmap
- Beyond the abstract: what are the practical benefits of digital currencies?
- From Singapore to Brazil: evaluating the successes of CBDC pilots to date
- The Fed’s proposed CBDCs: the benefits for customers and banks
- Integration with existing financial infrastructure: what needs to change to accommodate digital currencies?
Patrick Martinez
Vice President, Digital Assets and Financial Markets
Northern Trust
Paul Hsu
Founder and Chief Executive Officer
Decasonic
Closing remarks and end of conference
WHO ATTENDS
Check out the fellow banking conference attendees you expect to meet and connect with.
60%
C-level, Director, VP or Head-of level
60%
Financial institutions
CONFERENCE TICKETS
The more you buy, the more you save
Financial Services*
Save 20% on tickets when you book a group of 5+
Financial Services*
- Save 15% on tickets when you book a group of 3+
Standard*
- Save 15% on tickets when you book a group of 3+
Tickets include:
- Access to the virtual networking app
- 2 days of content across 2 stages
- Catering, including lunch and refreshments
- Exclusive, preferential rate at the Renaissance Chicago Downtown Hotel, the #MLNA23 HQ
- Admission to The After Party on 26 June
- Admission to the pre-event networking drinks on 25 June
- Access to digital transformation workshop on Day 2
Standard
save £150 Early Bird Until 16 June
£1,899.00 + VAT
Full Price £2,049.00 + VAT
Financial Services*
save £150 Early Bird Until 16 June
£1,299.00 + VAT
Full Price £1,449.00 + VAT
Press passes available, apply below
FinTech passes available, apply below
ACCOMMODATION
Book your room at the Renaissance Chicago Downtown Hotel, the conference HQ here.
Be at the center of all the action – spaces are limited so don’t leave it too late!
PARTNER WITH US
Thought leadership
Taking part in a fireside chat, fielding a chair or participating in a panel discussion alongside industry leaders are just some of the thought-leadership opportunities for you to showcase your insight and expertise.
Brand awareness
You want to ensure your brand is front of mind with senior players in the banking and finance world. Using multiple channels across MoneyLIVE, we have the megaphone to tell your story and increase visibility of your brand.
Lead generation
We get industry leaders, you form lasting connections with those who have genuine buying power. From 1-2-1 meetings via a VIP concierge, to bespoke roundtables, the opportunities are endless.
Why sponsor?
MoneyLIVE North America will bring together key stakeholders from across retail banking and payments. As a solutions provider, MoneyLIVE North America is the place to connect with finance leaders where there will be lots of opportunities to facilitate collaboration, develop robust strategies and keep the wheels of innovation turning.
Our main focus is making sure that the banks are in the room and that we put senior decision-makers in front of your sales team.
There are a range of ways to be involved with the banking conference, from thought leadership sessions, to hosting private events.
2023 EVENT SPONSORS
Headline Sponsor
Gold Sponsors
Silver Sponsors
Bronze Sponsors
Association Partner
Media Partners
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