Small Business Banking Forum - Consumer Bankers Association

New Sessions Added Daily
SMALL BUSINESS BANKING FORUM
FORUM SPONSOR:
Harland Clarke
Monday, March 23, 2015
2:45 PM ­ 3:55 PM
Location:
Bonnet Creek X
Disruption in Small Business: The New Small Business
Customer
While there is no single mold for small business, there are common features
and functionalities that resonate across this desirable customer segment.
This session will focus on in­field research with small businesses and the
must­haves and nice­to­haves for digital and mobile banking use, along with
key satisfaction drivers for small business banking users. Hear from industry
experts as they uncover the tangible metrics showing the value of small
business customers and which features to prioritize when developing and
marketing digital and mobile offerings. Speaker(s):
Geoffrey Knapp, Vice President, Market Management, Digital Channels,
Fiserv Donna Arce, Client Executive, Barlow Research Associates, Inc. 4:00 PM ­ 5:00 PM
A New Day at the SBA
Location:
Bonnet Creek X
Learn how the U.S.Small Business Administration has become a powerful
force in the world of small business. Hear directly from SBA Administrator
Maria Contreras­Sweet and gain valuable insight into the future direction of the
Agency. Speaker(s):
Cassius Butts, Regional Administrator, Small Business Administration Larry Conley, Vice President, Chase Kenneth Connell, Executive Vice President, Business Banking Sales
Director, Huntington Bancshares Incorporated Moderator: Timothy D. Dixon, SBA Program Manager, FirstMerit Bank Tuesday, March 24, 2015
9:50 AM ­ 10:50 AM
Location:
Bonnet Creek X
Where's All This Going? An Economic Outlook for Small
Business
Receive a detailed economic update with an overview of the state of the small
business lending industry over the past year, where it is now and where it is
heading. Industry experts will address current challenges and provide a
detailed look into the economic trends affecting small businesses operations.
Speaker(s):
William Dunkelberg, Chief Economist, National Federation of Independent
Business 11:20 AM ­ 12:20 PM Location:
Bonnet Creek X
Small Business Financial Exchange: A Comprehensive
View of Lending Trends
This session explores current portfolio trends on a macro level with additional
insight into regional and business­type trends. Attendees will hear from
leading industry executives into the drivers of these trends and what your
peers see as opportunities and challenges in 2015 and beyond. Speaker(s):
George Buchanan, Executive Vice President ­ Business Services Credit
Executive, Regions Financial Corporation Douglas Bland, Business Lending Product & Credit Strategy Executive,
Bank of America Corporation Gary Gavegan, Senior Vice President, Frost Bank Moderator: Carolyn Hardin­Levine, Chief Executive Officer, Small Business
Financial Exchange 2:25 PM ­ 3:25 PM
Customer Preferences in Small Business: Key Drivers in
Customer Satisfaction Location:
Bonnet Creek X
Competition for the small business customer has never been more fierce. Not
only are banks competing for greater share of this lucrative segment, but
threats from non­bank competitors are accelerating at an alarming pace. How
well do you understand your customer and what they are truly looking for from
their bank? What will take them from satisfied (but complacent) to highly
satisfied and likely to recommend? Hear from experts in small business
customer satisfaction along with testimonials from actual small business
customers on what is most important to them. Speaker(s):
Larry Baily, Principal, Greenwich Associates 4:00 PM ­ 5:00 PM
Location:
Bonnet Creek X
Quick and Easy Nonbank Lending
Are nonbanks filling lending needs that banks are passing on? Is this a
missed opportunity to better serve existing clientele and a way to develop
future business? Banks are taking note of the many options small business
borrowers have in today's marketplace. Competition for customers is strong
and banks need to capitalize on all possible opportunities. Hear from nonbank
lenders about how they serve the small business market and learn about the
possible opportunities banks have to serve a broader section of business
customers. Speaker(s):
Douglas Bland, Business Lending Product & Credit Strategy Executive,
Bank of America Corporation James Hobson, Chief Operating Officer, OnDeck Capital Todd E. Hollander, Managing Director, Business Banking Group Head,
MUFG Union Bank, N.A. Sid Jajodia, Vice President, Small Business, Lending Club Tracy Kellaher, Vice President, Business Development, Biz2Credit Moderator: Ben Hoffman, Partner, Oliver Wyman Wednesday, March 25, 2015
8:00 AM ­ 9:00 AM
No Stone Unturned: An Examination of Non­Lending Small
Business Income Sources
Location:
Bonnet Creek X
The small business segment offers financial institutions the opportunity to tap
into a frequently unrealized source of account growth and net new revenue
streams. However in order to maximize its potential, banks need to learn more
about the evolving needs and preferences of this customer segment. In this
panel discussion, industry experts will provide an examination of payments
behavior and opportunities outside of credit income, helping you gain market
share in this continually growing segment.
Speaker(s):
Patricia Hewitt, Vice President and Managing Director, Mercator Advisory
Group William Hippensteel, Chief Content Officer, BAI 9:05 AM ­ 10:05 AM
Location:
Bonnet Creek III
Compliance in the Small Business Context: A Regulatory
Perspective
With increasing expectations from regulatory bodies and lines between
consumers and small businesses continuing to blur, banks must ensure they
are protecting customers with appropriate compliance measures while still
growing revenues. In particular, fair and responsible banking considerations
are increasingly evaluated in the small business space. In this session, we
will discuss how small business banking can succeed in meeting fair lending,
UDAAP, CFPB, Dodd­Frank (1071), and HMDA requirements. Listen as
experts explore these topics and analyze how those in the small business and
fair lending space can adapt to the difficult environment.
Speaker(s):
Matt Scarborough, Chief Executive Officer, Bridgeforce Michelle Macarthy, Director, Bridgeforce