AGENDA AT A GLANCE

PRODUCT ADVISORY COUNCIL

PACB R A N C H U S E R G R O U P

SMART

June 3-6, 2014Salt Lake City, UtahSalt Lake City, Utah

8:00am - 8:45am

8:45am - 9:00am

7:00am - 8:00am

9:00am - 9:30am

9:30am - 10:30am

10:30am - 11:00am

11:00am - 11:25am

11:25am - 12:00pm

12:00pm - 12:25pm

12:25pm - 12:30pm

12:30pm - 1:30pm

Breakfast & Conference Registration | Grand Ballroom AD

ACE [Grand Salon]

IPUG [Savoy]

PAC (OLB) [Fontainbleau]

SMART [Bagatelle]

Room Change

The Disruption Opportunity - Jeremy Wilmot | SVP & General Manager Americas, ACI [Grand Ballroom BC]

Keynote: A Brave New Business World | Colin Turner | CEO Trusted Advisor & Strategist [Grand Ballroom BC]

Refreshment Break

Changing Landscape of Payments | Dan Frate | Group President Global Markets & Product Mgmt., ACI [Grand Ballroom BC]

Solutions for a New Payments World | Matt Ellis | SVP Global Markets, ACI [Grand Ballroom BC]

Supporting Payments | Carolyn Homberger, Group President Customer Mgmt. & Maintenance, ACI [Grand Ballroom BC]

Summary & Close - Jeremy Wilmot [Grand Ballroom BC]

Lunch | Grand Ballroom AD

WEDNESDAY | JUNE 4, 2014

2

Opening UserGroup Sessions

PAC (OUB/CB) [Venezia]

EB CAG [Vienna]

12:00pm - 6:00pm

12:30pm - 4:00pm

Conference Registration

Pre-Conference PRM Training Class [Provence]

TUESDAY | JUNE 3, 2014

ACE Advisory Board Meeting - Retail Payments for BASE24-eps [Riviera]

ACE Advisory Board Meeting - Retail Payments for Postilion [Bagatelle]

ACE Advisory Board Meeting - Retailer [Vienna]

4:00pm - 5:00pm

ACE Advisory Board Meeting - Fraud & Risk [Audubon]

5:30pm - 7:30pm Welcome Reception | Center Courtyard

ACE Consumer Payments Solutions Strategy & Update [Grand Salon]1:45pm - 2:45pm CP

ACE Retailer Solutions Strategy & Welcome [Milano]

ACE Payments Risk Management Solution Strategy [Audubon]

R

PRM

1:45pm - 2:45pm IPUG MTS Product Strategy & Update [Savoy]TBP

PAC Universal Online Banker Product Strategy & Update [Venezia]1:45pm - 2:45pm TBC

4:30pm - 4:45pm Room Change

3

CP = UP Consumer Payments | R = UP Retailer PRM = UP Payments Risk Management | TBP = UP Transaction Banking - Payments

TBC = UP Transaction Banking - Channels | COC = Consumer Omni-Channel

CAG Enterprise Banker Update [Vienna]

PAC

SMART

Online Banking - Current Release Highlights [Fontainbleau]

InterACT MISER Product Update [Bagatelle]

TBC

COC

COC

IPUG

IPUG

IPUG

2:50pm - 3:30pm

PAC|CAG

PAC

2:50pm - 3:30pm

Operational Roundtable [Murano]

Technical Roundtable [Provence]

Product Roundtable [Venice]

Roundtable: All Things Payments [Venezia]

Online Banking Product Strategy & Update [Fontainbleau]

TBP

TBP

TBP

TBC

COC

2:45pm - 2:50pm Room Change

ACE, SMART The Current State of EMV in the United States [Grand Salon]

ACE Commerce Platform Roadmap & Roundtable - Part I [Milano]

2:50pm - 3:30pm CP, PRM, COC

R2:50pm - 3:30pm

3:30pm - 4:00pm Refreshment Break

ACE

ACE

ACE

4:00pm - 5:00pm

ACE

IPUG

IPUG

4:00pm - 5:00pm

Creative Mobile Banking & Payment Initiatives Around the World [Grand Salon]

NonStop is Payments [Riviera]

Getting Mobile POS Right: What it really takes to “go mobile” [Milano]

PRM Real Time: The Benefits, Pros & Cons [Audubon]

Operational Roundtable, continued [Murano]

Technical Roundtable, continued [Provence]

CP

CP

R

PRM

TBP

TBP

IPUG Product Roundtable, continued [Venice]TBP

PAC|CAG

PAC|CAG

PAC

4:00pm - 5:00pm

4:00pm - 5:00pm SMART

What’s New in UOB [Venezia]

Supply Chain Finance [Vienna]

Online Banking - Strategy Update, continued [Fontainbleau]

Omni Channel Discussion [Bagatelle]

6:00pm - 10:00pm ACI Evening Event | Dinner & Entertainment | The Leonardo - A Contemporary Science, Technology & Art Museum

TBC

TBC

COC

COC

1:45pm - 2:45pm

1:45pm - 2:45pm

7:30am - 8:30am Breakfast & Exhibit Hall | Imperial Ballroom

THURSDAY | JUNE 5, 2014

4

ALL Consumer Fraud Survey Results [Grand Salon]

ACE PCI 3.0 and Security Strategies [Milano]

8:30am - 9:30am ALL

R

IPUG Network Updates: Federal Reserve, SWIFT, Clearing House [Savoy]8:30am - 9:30am TBP

PAC|CAG The ACH Network - What does the future hold? [Venezia]8:30am - 9:30am TBC

9:30am - 9:45am

ACE BASE24-eps, Card and Merchant Management Product Updates [Grand Salon]9:45am - 10:30am CP

ACE Postilion Realtime, Office and Card Product Update for Banks and Processors [Riviera]CP

ACE Modernizing Your Terminal Estate [Milano]R

ACE Rules Sharing Session [Audubon]PRM

IPUG ACI UP Hub [Savoy]9:45am - 10:30am TBP

ALL Hosted Strategies [Venezia]9:45am - 10:30am ALL

PAC|CAG Getting to UOB [Vienna]TBC

ALL Bank as Biller [Murano]ALL

SMART PIN Pads and Electronic Signature Capture in the Branch [Bagatelle]9:45am - 10:30am COC

Room Change

10:30am - 11:00am Refreshment Break & Exhibit Hall | Imperial Ballroom

ACE Payments: An Industry in Flux - Insights from Aite Group [Grand Salon]11:00am - 12:00pm CP

ACE EMV Roundtable for Retailers [Milano]R

ACE Helpful Hints and Tips for PRM Managers and Users [Audubon]PRM

IPUG Dodd - Frank 1073 Update and Panel [Savoy]11:00am - 12:00pm TBP

PAC|CAG Greenwich Associates - State of the Digital Banking Industry [Venezia]11:00am - 12:00pm TBC, COC

SMART Mercator - The Currently Evolving Branch [Bagatelle]COC

12:00pm - 1:30pm

11:00am - 12:00pm

Lunch & Exhibit Hall | Imperial Ballroom

8:30am - 9:30am

9:45am - 10:30am

9:45am - 10:30am

5

ACE EMV and Card Issuers - Creating a Competitive Advantage with EMV and Mobile [Savoy]1:30pm - 2:15pm CP

ACE Transform How You Manage Your Environment with Actionable Business Insight [Riviera]CP

ACE Securing Cardholder Data Through Network Segmentation [Milano]R

ACE Leveraging PRM to Address AML Needs [Audubon]

IPUG What’s New in MTS Baseline and PERs Update [Murano]

PRM

TBP

PAC|CAG Customer Panel - Progress Report on Universal Online Banking Upgrades and Implementations [Venezia]TBC

PAC Mercator - Consumer Omni-Channel - An Industry View [Vienna]COC

SMART Technology in the Branch [Bagatelle]1:30pm - 2:15pm COC

1:30pm - 2:15pm

1:30pm - 2:15pm

CP = UP Consumer Payments | R = UP Retailer PRM = UP Payments Risk Management | TBP = UP Transaction Banking - Payments

TBC = UP Transaction Banking - Channels | COC = Consumer Omni-Channel

ACE The Cardless ATM Opportunity [Savoy]3:45pm - 4:30pm CP

ACE Security Standards Update [Vienna]CP

ACE Protected Storefront Roadmap and Roundtable [Milano]R

ACE Enhanced Profiling: Maximizing PRM 8.X [Audubon]PRM

3:15pm - 3:45pm Refreshment Break & Exhibit Hall | Imperial Ballroom

2:15pm - 2:30pm

ACE Automated Dispute Manager: The Case for Dispute Management [Savoy]2:30pm - 3:15pm CP

Room Change

ACE Commerce Platform Roadmap and Roundtable - Part II [Milano]R

ACE How to Improve Your Fraud Performance with PRM, Tools and a Small Staff [Audubon]PRM

IPUG Do You Know This About MTS? [Murano]2:30pm - 3:15pm TBP

IPUG Next Generation MTS [Fontainbleau]TBP

What’s New in FX [Provence]TBPIPUG

PAC|CAG ACI UP Hub [Venezia]2:30pm - 3:15pm TBC

PAC Serving the Digital Needs of the Small Business Segment [Vienna]COC

SMART Panel Discussion - BYOD for Bank Employees [Bagatelle]2:30pm - 3:15pm COC

2:30pm - 3:15pm

6

IPUG Moving to MTS 5.x [Murano]3:45pm - 4:30pm TBP

IPUG Web Services Workshop [Fontainbleau]TBP

IPUG Basel III [Provence]TBP

PAC|CAG The “P” Word - What is a Portal - Strategies for Transactional Banking [Venezia]3:45pm - 4:30pm TBC

PAC Individual Client Conversations with OLB Team Members [Versailles]3:45pm - 4:30pm COC

SMART Pass the Ball [Bagatelle]3:45pm - 4:30pm COC

4:30pm - 4:45pm Room Change

ACE ACE - Customer Only Session [Savoy]4:45pm - 5:30pm CP, R, PRM

IPUG Transaction Banking Solution Overview [Murano]4:45pm - 5:30pm TBP

IPUG Navigating Salesforce 101 [Fontainbleau]TBP

IPUG Robust, Low Cost SWIFT Connectivity [Provence]TBP

PAC|CAG What Size Is Your Screen? Responsive Web Design [Venezia]4:45pm - 5:30pm TBC, COC

5:30pm - 7:00pm Exhibit Hall & Vendor Reception | Imperial Ballroom

SMART SMART Business Meeting [Bagatelle]COC4:45pm - 5:30pm

THURSDAY | JUNE 5, 2014

FRIDAY | JUNE 6, 2014

7

8:00am - 9:00am Breakfast | Grand Ballroom AD

ACE Rapid Customization with BASE24-eps 2.0 [Murano]9:00am - 9:45am CP

ACE Planning the Postilion Roadmap [Riviera]CP

ACE The Mobile Wallet as a Marketing Platform [Milano]R

ACE Being Prepared for Version Upgrades - Best Practices from an ACI DBA [Audubon]PRM

IPUG 9:00 IPUG Annual Meeting and Voting | 9:15 IPUG Q&A with ACI [Grand Salon]9:00am - 9:45am TBP

PAC OLB Closing Conversations and Go Forward [Vienna]COC

PAC|CAG Speed Dating with Transaction Banking (Channels) Product Managers [Venezia]TBC9:00am - 9:45am

9:45am - 10:00am Room Change

10:00am - 10:45am

ALL Why the Future of Banking Bill Pay is Bright [Riviera]ALL

ALL Infrastructure Solutions Strategy and Update [Murano]ALL

ACE Customer Life-Cycle [Milano]R

ACE Fraud Management Roundtable [Audubon]PRM

IPUG MTS Extravaganza [Grand Salon]TBP10:00am - 10:45am

PAC|CAG Speed Dating with Transaction Banking (Channels) Product Managers [Venezia]TBC10:00am - 10:45am

PAC Individual OLB Conversations with OLB Team [Versailles]COC

ACE Improving Risk Management [Riviera]CP

11:15pm - 12:00pm ALL Automated Testing: Demand, Trends and the Impacts on Your Technology Refresh [Murano]ALL

ACE Fuel/Petroleum Roundtable [Milano]R

ACE Fraud Management Roundtable, continued [Audubon]PRM

IPUG MTS Extravaganza, continued [Grand Salon]TBP11:15pm - 12:00pm

PAC|CAG The Disruption Opportunity - Ideas to Take Home [Venezia]TBC11:15pm - 12:00pm

10:45am - 11:15am Refreshment Break

PAC Individual OLB Conversations with OLB Team [Versailles]COC

CP = UP Consumer Payments | R = UP Retailer PRM = UP Payments Risk Management | TBP = UP Transaction Banking - Payments

TBC = UP Transaction Banking - Channels | COC = Consumer Omni-Channel

10:00am - 10:45am

10:00am - 10:45am

11:15pm - 12:00pm

Conference Concludes – See You in New Orleans!

BELVEDERE

FONTAINBLEAU

(Overlooks Garden Courtyard)(Overlooks Garden Courtyard)

RECEPTION

RECEPTION

SAVOYENVOY

MURANOGARDEN

SALON

GIBSONGIRLLOUNGE

EARL’SLOUNGE

VENEZIAGARDENSALON

GRAND BALLROOM RECEPTION A,B,C GRAND BALLROOM OFFICESNORTH AND SOUTH

600 SOUTH PORTE COCHERE

IMPERIAL BALLROOM RECEPTION A,B,C

A B

D

CA

D

IMPERIAL BALLROOM

C

LOBBYLOUNGE

LOBBY

GARDEN COURTYARD

OUTDOORPOOL

TERRACE

EMBASSYVIENNA

SUSSEX

ELEVATOR

BAGATELLE

AUDUBONMILANORIVIERA

RESTROOMS

PROVENCE

VENICE VERSAILLES

GRENOBLE

HERMITAGE TUSCANY

AMBASSADOR

TERRACE

TERRACE

TERRACE

RETAILJOU JOU

NEWSSTAND

GARDEN CAFE

LA BONNE VIE

OAK ROOM

GRANDSALONPATIO

GRANDSALON

RETAIL

GUESTELEVATORS

EXECUTIVE OFFICE/BUSINESSCENTER

SALESOFFICE

COATROOM

B

GRAND BALLROOM

N

MeetingRooms

DiningAreas

RetailShops

SpaAreas

LobbyAreas

Restrooms& Phones

Terrace& Gardens

Elevators& Stairs

HotelOffices

GRANDSPA

FITNESSCENTER

HOTEL MAP

CONFERENCE FACILITIES

FIRST FLOOR

THIRD FLOOR

REGISTRREGISTRATION DESK