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-level 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
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.
Questions:
-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?
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.
Fortifying the Future: Securing AI Integration in the Workplace
As financial institutions increasingly adopt artificial intelligence (AI), it becomes crucial to address the security challenges associated with AI deployment. This presentation focuses on securing AI technologies, particularly ChatGPT and Microsoft Copilot, within the workplace. We will explore the risks posed by generative AI and provide practical recommendations for mitigating those risks. Key areas of focus include data leakage, malicious content, targeted attacks, and amplification of biases. By creating trusted environments, educating employees, and understanding emerging risks, financial organizations can harness the power of AI while safeguarding sensitive information and maintaining robust cybersecurity defenses.
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.
1. What are the key drivers pushing banks to modernize their core systems in today’s digital era?
2. How do you define “”modernization”” in the context of banking core systems, and what does it entail for different institutions?
3. What are the common challenges faced by banks when modernizing their core systems, and how can these challenges be effectively addressed?
4. What are the potential benefits and risks associated with modernizing core banking systems?
5. 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.
Beyond Banking: Empowering Communities Through Meaningful Impact
As financial services we proactively seek ways to build our communities. Let’s spend this time discussing the ways we all help build our communities. Questions for Discussion:
– What does your enterprise do to help build your communities?
– Do you feel you know everything that is being done by your employees to help build your communities? How can that communication be improved if needed?
– Do you feel your employees know everything your enterprise has to offer to help build your community? How can that communication be improved if needed?
– How can we improve our efforts to help build our communities?
Navigating the Waves: 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 org units or depts)? [Note: managing by processes is more effective and manageable than by org units/depts which can change as strategy changes. Processes should represent the core business/ops function that can sustain through org changes.]
2. Has your organization defined their risk stripes [Note: this too should be at a manageable size.]
3. Has your organization defined inhereht risk by risk stripes, business orgs or processes?
4. Has your organization defined controls and separate them from key and non-key?
5. How many ratings do your org manage to High/Med/Low (or inclusive of Very High/ Very Low)?
6. How is your organization mapping risk to specific compliance requirements?
7. Does your organization have a practice of self-identify issues (as opposed to wait to be written up by governing function such as Internal Audit?
8. If budget was not an issue, what would you like to see improved in the GRC practice?”
Does Stress Testing Have you Stressed? Strategies for Resilience in Deposits and Liquidity
With upcoming changes to regulatory expectations for liquidity under the Basel III “Endgame” guidance, many banks are feeling stressed as they navigate the potential changes to banking regulations and operational risks. This round table discussion will provide an open forum to discuss what risks are most concerning, and practical strategies to mitigate these risks for every size of financial institution.
Key Questions:
-What are some key changes your financial institution is making in order to prepare for heightened scrutiny in liquidity from regulators?
-How have your practices towards modeling and scenario analysis changed since the 2023 Banking Crisis?
-What are some opportunities that financial institutions of all sizes (small, medium, and large) can target as financial institutions recalibrate to a new normal under Basel III?
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.
Questions:
-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?
86.66% of delegates said this is the best event they’ve attended all year
Advisory Board
Harmony Bank
CIBC USA
First National Bank of Omaha
P1FCU
Optus Bank
Jefferson Bank
Speakers
USAA Bank
Triumph Financial
Harmony Bank
Jovia Financial Credit Union
Citadel Credit Union
Mission Federal Credit Union
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.
