2024 Bridgemark Banking Congress

Baltimore Marriott Waterfront, MD
August 4th
- 6th
2024

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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

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?

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. 

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.

 

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.

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?

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.

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?

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?

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 inherent risk by risk stripes, business orgs or processes?

4. Has your organization defined controls and separated them from key and non-key?

5. How many ratings does 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 waiting to be written up by governing functions such as Internal Audit?

8. If budget was not an issue, what would you like to see improved in the GRC practice?

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?

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?

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Value of time OOO

86.66% of delegates said this is the best event they’ve attended all year

Advisory Board

Brandy Young
EVP Chief Operating Officer,
Harmony Bank
Shirley Mui-Lyles
MD, Tech Infrastructure & Innovation,
CIBC USA
Sammy Sufian
VP of Technology,
First National Bank of Omaha
Brent Gifford
Chief Information Officer,
P1FCU
Dominik Mjartan
President and CEO,
Optus Bank
Roman Medina
SVP, CISO,
Jefferson Bank
Laura Hendrix
SVP, Enterprise Robotic Process and Process Improvement, First Horizon Bank
Murshid Khan
Chief Information Officer, Coastal Credit Union
Daniel Ford
CISO, Jovia Financial Credit Union
Vipul Gupta
SVP- Director, Information Security, Frost Bank

Speakers

Richard Brown
Director Compliance Risk Management,
USAA Bank
Katie Cherry
VP, Enterprise Risk Management,
Triumph Financial
Supro Ghose
SVP, CISO,
Eaglebank
Eddie Ho
CIO,
Harmony Bank
Allison de Lauzon
AVP of IT Security,
Jovia Financial Credit Union
Courtney Rowan
VP, Digital Experience,
Citadel Credit Union
Jojo Seva
CIO,
Mission Federal Credit Union

The Schedule

10:00 am - 6:00 pm

Event Registration

12:20 pm - 1:20 pm

Opening Keynote

1:30 pm - 3:30 pm

Strategy Session/Business Meeting

3:35 pm - 3:15 pm

Afternoon Refreshments and Networking

3:15 pm - 5:45 pm

Strategy Session/Business Meeting/Roundtable Discussions/Workshops

5:45 pm - 6:45 pm

Free Time

7:00 pm - 8:30 pm

Welcome Drinks and Dinner

7:00 am - 8:00 am

Networking Breakfast

8:00 am - 9:00 am

Morning Keynote/Panel Session

9:00 am - 10:30 am

Strategy Session/Business Meeting

10:30 am - 11:00 am

Morning Refreshments and Networking

11:00 am - 11:45 am

Strategy Session/Business Meeting

11:45 am - 12:30 pm

Workshop/Roundtable Discussions

12:30 pm - 1:30 pm

Networking Luncheon

1:30 pm - 3:30 pm

Roundtable Discussions/Business Meetings/Workshops

3:30 pm - 4:00 pm

Afternoon Refreshments and Networking

4:00 pm - 5:00 pm

Strategy Session/Business Meeting

5:00 pm - 5:45 pm

Closing Day Keynote

5:45 pm - 6:45 pm

Free Time

6:45 pm - 8:30 pm

Networking Drinks and Dinner

8:00 am - 8:15 am

Morning Refreshments and Networking

8:20 am - 9:05 am

Workshop/Roundtable Discussions

9:10 am - 9:55 am

Brunch

10:05 am - 11:05 am

Strategy Session/Business Meeting

11:15 am - 12:00 pm

Closing Keynote

If you have access to the full schedule, click here. Otherwise, click here to get access.

Our Commitments to You

Maximized Networking Opportunities

Cultivate meaningful relationships with peers and thought leaders via networking opportunities and functions, strategically designed and planned by our team ahead of the event.

A personal, customized itinerary

Participants customize their schedule by selecting from various sessions, tracks and private meetings that align specifically with their business needs and goals.

Exclusive qualified attendance

In order to facilitate the most optimal networking and meeting opportunities, participation is invitation only and strictly limited to Senior Level Administrators & Executives.

return on time and objective

Your time and the objectives you have set are our top priority. We strive to facilitate the right meetings and introductions to ensure your time with us is being justified with real value.

Delegate Testimonials

Vipul Gupta
SVP, Director, Information Security, Frost Bank

Great conference and networking this weekend. Very well organized. Probably one of the best ones I have attended this year.

Jared Hattaway
VP of IT, Mountain American Credit Union

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.

Murshid Khan
CIO, Coastal Credit Union

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.

Roman Medina Jr.
SVP/CISO, Jefferson Bank

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.

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