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 enhancing banking through AI and innovation.
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
Overcoming Barriers to AI Adoption in the Financial Sector
The financial sector is rapidly evolving, but AI adoption faces hurdles like regulatory concerns, cultural resistance, and implementation challenges. This roundtable will explore key barriers and strategies for overcoming them, from data security to workforce adaptation. Brandy Young will lead a dynamic discussion, sharing insights from her experience in banking operations and digital transformation. Attendees will gain actionable takeaways to navigate AI adoption while ensuring compliance and customer trust.
Revolutionizing Money Movement: Faster, Safer, & More Efficient Transactions
As leaders facing rapidly evolving payment technologies, we need to evaluate how these advances impact our infrastructure decisions and security postures. During this roundtable, we’ll discuss the technical challenges of implementing faster payment systems while maintaining robust security controls and operational efficiency. I’ll be sharing some of our recent implementation experiences and look forward to hearing how others are addressing the integration complexities and compliance requirements in their own organizations.
Embracing Core Banking Innovation: A Step Towards Agility and Efficiency
This session will address the critical components of core banking modernization initiatives, with emphasis on domain-based architecture approaches that enhance institutional agility, customer experience, and operational efficiency. Participants will examine practical strategies for balancing innovation with risk management while transforming legacy systems. The discussion will cover implementation methodologies, governance frameworks for large-scale transformation programs, and techniques for maintaining business continuity throughout the modernization journey.
The Next Chapter of Buy Now Pay Later: Trends, Challenges, and Opportunities
This session will delve into the latest trends shaping the Buy Now Pay Later (BNPL) landscape. We will explore the evolving regulatory environment and its implications for both providers and consumers. Additionally, the session will analyze how BNPL is influencing consumer behavior and the competitive dynamics between fintechs and traditional banks and credit unions. Finally, we will highlight the role of technological innovations, such as AI and real-time communication, in enhancing the BNPL experience.
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.
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.
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?
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?
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?
89.3% of delegates said this is the best event they’ve attended all year
Advisory Board
Harmony Bank
Canadian Imperial Bank Of Commerce US
First National Bank of Omaha
Potlatch No. 1 Financial Credit Union
Jefferson Bank
Coastal Federal Credit Union
Jovia Financial Credit Union
Frost Bank
Past & Present Speakers
Volunteer State Bank
Comerica Bank
Kearny Bank
Optus Bank
Jovia Financial Credit Union
First National Bank of Omaha
Potlatch No. 1 Financial Credit Union
Frost Bank
Frost 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.
