About the Program
The Bridgemark Banking Congress brings together top financial leaders to explore cutting-edge practices and stay current with the evolving landscape of the banking sector in relation to its most pressing challenges, issues, and trends. This year’s focus is on modernizing the customer banking experience through efficient legacy infrastructure, data utilization, and secure digital solutions.
This invitation-only event is catered for 55-60 C-Suite and senior-level executives in areas such as InfoSec, IT, Cyber Security, Risk, and Digital Innovation; it will serve as a beacon for fostering creativity and collaboration in the dynamic realm of finance and banking.
Topics of Discussion
Customer-Centric Security: Strategies for Aligning Programs with Modern Expectations
With the advancements in technology, customer expectations also evolve. To keep up with the competitive advantage, organizations must keep up with these expectations. This has a downstream effect on Security Programs. In this talk, Vipul will discuss how a security program must evolve to keep alignment with business and customer needs.
Revolutionizing Banking Through AI: From Operational Efficiency to Innovative Solutions
The capabilities of machine-learning algorithms are only limited by our imagination and seem to be increasing by the minute: from streamlining operations through automation, improving the customer experience with personalized interactions, enhancing fraud detection capabilities, and more.
Join us in this workshop to discover how artificial intelligence is helping the agility and efficiency mission in servicing customers, reducing risks, and containing increases in operational cost. Overall, AI’s transformative impact in banking is driving innovation and reshaping traditional processes across the industry in more ways than one.
The Importance of Financial Data to Fight Crime
Did you know that all banks and most non-bank financial institutions are required to have a program in place to detect, monitor and report the financial side of crime – an Anti-Money Laundering program? Did you also know there is a list of national priorities around detecting the financial side of crime? These priorities include in no particular order: corruption, cybercrime, domestic and international terrorist financing, fraud, transnational criminal organizations, drug trafficking organizations, human trafficking and human smuggling, and proliferation financing. Let’s talk about how technology and data personnel can come to the table to move these priorities forward.
– What types of financial data can help fight the financial side of crime?
– How are technology and data professionals involved in, or could be involved in, the fight against financial crime?
– What are the optimal feedback channels for technology and data professionals to understand if tools and data provided are successful?
– How are advanced analytics, machine learning and other tools important to modernize the program to detect, monitor and report the financial side of crime?
– What are the bigger picture benefits of using financial data to fight crime?
Maximizing Deposits: Harnessing the Power of Digital Optimization Tools
Not so long ago, financial institutions were flush with cash. Now we are battling it out for deposits. How can you leverage digital products and services to generate and increase deposits? Let’s find out.
Navigating the Digital Frontier: Banking Core Modernization Strategies
Modernizing core banking systems is essential for banks to stay competitive, meet regulatory requirements, enhance operational efficiency, and deliver superior customer experiences in today’s dynamic and increasingly digital financial landscape.
– What are the key drivers pushing banks to modernize their core systems in today’s digital era?
– How do you define “modernization” in the context of banking core systems, and what does it entail for different institutions?
– What are the common challenges faced by banks when modernizing their core systems, and how can these challenges be effectively addressed?
– What are the potential benefits and risks associated with modernizing core banking systems?
– What are some successful case studies or examples of banks that have effectively modernized their core systems, and what lessons can be learned from their experiences?
Balancing Bytes and Bonds: Nurturing Personal Connections in a Digital World
In today’s highly competitive business world, companies have had to look for ways to become more efficient and to be available 24×7. To this end, most companies have turned to automation, artificial intelligence, and digital transformation to achieve 24×7 efficiency. But at what cost? How can we retain a personal touch and relationship while seeking efficiency and availability. Let’s discuss ways that we can remain personal in a digital world.
Future-Proofing with BiaB: Anticipating Scalability & Adaptability in Integration
‘Bank in a Box’ solutions can be a pivotal moment for financial institutions looking to innovate and streamline their services and fintech partnerships. These solutions offer a pre-packaged set of banking applications and processes designed to be deployed rapidly and efficiently, enabling banks to quickly adapt to changing market demands and regulatory environments.
– What criteria should be evaluated when evaluating BiaB solutions, and do they differ from traditional core modernization initiatives.
– How can ‘Bank in a Box’ solutions be customized to fit the unique needs of different financial institutions.
– What are the main challenges in integrating ‘Bank in a Box’ solutions with existing banking infrastructure?
Optimization & Innovation: Enhancing Risk Management Practices in Banking
Join a select group of banking industry leaders as they share insights and best practices to navigate the turbulent waters of risk management. This panel discussion will delve into the multifaceted aspects of ERM, addressing key challenges and emerging trends such as BAAS, Fintech, and Third Party Risk. Let us explore strategies that can proactively identify, assess, and mitigate risks while fostering a culture of risk awareness and resilience.
– In the context of rapidly evolving technologies, how can banks strike a balance between innovation and risk management?
– How can banks effectively assess and manage systemic risks that transcend organizational boundaries?
– What approaches can banks adopt to streamline compliance processes while maintaining robust risk management frameworks?
– When mitigating emerging risks and capitalizing on sustainable opportunities, how can banks integrate ESG considerations into their risk management practices?
Risk Culture: GRC Fundamentals for All Bank Sizes
– Has your organization identified specific processes (not by organization units or departments)? Note: managing by processes is more effective and manageable than by organization units/departments which can change as strategy changes. Processes should represent the core business/operations function that can sustain through organizational changes.
– Has your organization defined their risk stripes [this too should be at a manageable size
– Has your organization defined inherent risk by risk stripes, business orgs or processes?
– Has your organization defined controls and separated them from key and non-key?
– How many ratings does your organization manage to High/Med/Low (or inclusive of Very High / Very Low)?
– How is your organization mapping risk to specific compliance requirements?
– Does your organization have a practice of self-identify issues (as opposed to waiting to be written up by governing functions such as Internal Audit?
– If budget was not an issue, what would you like to see improved in the GRC practice?
Compliance Resiliency: Managing the Intricate Landscape of Cybersecurity Regulations
Companies face pressing new cybersecurity and cyber risk reporting rules from the NYDFS, SEC & other regulatory reporting agencies. Top of mind items include material incident disclosure within days. With multiple regulators expecting timely action, effective risk and incident management requires not only insight and agility, but also a partnership across IT/Cybersecurity Compliance and Enterprise risk management functions.
Keeping the Cash Flowing: Business Continuity Strategies in Banking
Amidst evolving regulatory landscapes and technological advancements, banking institutions are employing innovative strategies to ensure uninterrupted operations: it seems that in an increasingly interconnected world, the resilience of banking operations is paramount. From robust disaster recovery plans to agile response mechanisms, institutions are committed to maintaining seamless service delivery even in the face of unforeseen challenges. By prioritizing business continuity, banks not only safeguard customer trust but also uphold the stability of financial systems.
– What types of business continuity/ disaster recovery testing have been the most worthwhile/ had the most impact?
– Importance of vendor business continuity: How do you ensure critical vendors meet your banking requirements?
– Do you incorporate business continuity into vendor due diligence and choice of vendor?
Challenges & Best Practices for Securing Banking Applications
The number of security threats and exploits are on the increase, with rapid changes in technologies that can be easily leveraged to construct complex attacks against financial applications. This discussion will focus on the latest security threats to banking applications and discuss best practices/technologies being used across the banking industry to protect financial applications in more ways than one.
88.76% of delegates said this is the best event they’ve attended all year
Advisory Board
Harmony Bank
CIBC USA
First National Bank of Omaha
Potlatch No. 1 Financial Credit Union
Optus Bank
Jefferson Bank
Jovia Financial Credit Union
Frost Bank
Speakers
Volunteer State Bank
Triumph Financial
Kearny Bank
Optus Bank
First National Bank of Omaha
Eaglebank
Frost Bank
Northwestern Mutual
Harmony Bank
The Schedule
Event Registration
Opening Keynote
Strategy Session/Business Meeting
Afternoon Refreshments and Networking
Strategy Session/Business Meeting/Roundtable Discussions/Workshops
Free Time
Welcome Drinks and Dinner
Networking Breakfast
Morning Keynote/Panel Session
Strategy Session/Business Meeting
Morning Refreshments and Networking
Strategy Session/Business Meeting
Workshop/Roundtable Discussions
Networking Luncheon
Roundtable Discussions/Business Meetings/Workshops
Afternoon Refreshments and Networking
Strategy Session/Business Meeting
Closing Day Keynote
Free Time
Networking Drinks and Dinner
Morning Refreshments and Networking
Workshop/Roundtable Discussions
Brunch
Strategy Session/Business Meeting
Closing Keynote
Our Commitments to You
Maximized Networking Opportunities
A personal, customized itinerary
Exclusive qualified attendance
return on time and objective
Delegate Testimonials
Great conference and networking this weekend. Very well organized. Probably one of the best ones I have attended this year.
I wasn't sure how beneficial this event was going to be. I was pleasantly surprised at the quality of content and the breadth of participation from peers across my industry.
Overall it was a good experience. Good venue. Great staff members from Bridgemark. They were very accessible and ready to help when needed. Special thanks to Brenda for her help and support.
This industry-specific conference checked all the boxes. Specifically, I enjoyed the presentations by practitioners at financial institutions. This a must-attend conference for banking tech or infosec leaders.
