netfinance 2011

8/7/2019 NetFinance 2011

1/8

May 16-18, 2011Palmer House Hilton Hotel,

Chicago, IL

www.netfinanceus.comThe Premier Financial ServicesMarketing Conference

Organized

Call: 1.888.482.6012 or 1.646.200.7530 Fax: 1.646.200.7535

Email: [email protected] Visit: www.netfinanceus.com

REGISTER

TODAY:

Discover How To UseDigital Marketing InnovationsTo Attract And Retain CustomersNet.Finance brings together top executives to share exclusive marketing strategies that youwont hear about in a press release or news article. Highlights of this years event include:

A Mobile Channel Focus Day. Todays customers expect their financial institutions to provide mobile productoptions. In fact, the quality of your mobile products can mean the difference between acquiring new customersand losing accounts. During the new focus day, youll learn how to use mobile channels to stand out from yourcompetitors and meet your customers evolving needs.

Top-notch speaking faculty. This year, over 30 leaders in financial services marketing have agreed to reveal thesecrets and lessons learned giving you an insiders view of whats working in digital marketing today. Youllreturn to your office with proven strategies to get the greatest ROI from your campaigns.

Seminars in online marketing, social media, e-commerce and innovative payments. Youll discover howthe latest technologies can help you build relationships with customers and increase your accounts.

Sponsored by:

Financial Institutions:Save up to $300 when

you register early!Call 1.888.482.6012, email

[email protected] orvisit www.netfinanceus.com and

mention the priority code listed on theback cover to receive the discount.

Join our LinkedIn groupSearch for keyword Net.Finance

Follow Net Finance on Twitter@Net_finance

Speaker Faculty Includes:31 Financial Marketing

Executives & 75%New Speakers


2/8

www.netfinanceus.com

The Premier Financial ServicesMarketing Conference

Dear Colleague,

What an exciting time to be in financial services marketing!

The past year saw growth throughout the financial sector, with many institutionsexpanding their marketing teams and launching major online and mobile projects. Thepopularity of smart phones might have prompted you to use mobile technology tobecome part of your customers everyday lives.

Net.Finance 2011 will show you how to navigate the digital landscape and meet yourcustomers evolving needs. Our new Mobile Channel Focus Day is designed to give youproven strategies for using mobile technology to stand out from your competitors whether you currently have mobile products or are considering offering them in the future.

Were pleased to welcome the following award-winning speakers:

Jeff Dennes, Senior Vice President, Chief Digital Officer, HuntingtonNational Bank. Jeff is a nationally-recognized leader in the online, mobile andpayments industry. He led the development of a remote deposit capture feature

that allows banking customers to take photos of checks and make deposits using theirmobile devices. Jeff currently leads Huntingtons efforts to expand its online bankingplatform with a focus on mobile and iTouch banking. His keynote presentation,Exponential Growth In Technology, will explore how technology is changing the wayyou attract and retain customers.

Dominic Venturo, Chief Innovation Officer, U.S. Bank Payment Services.Dominic leads a team of visionaries who see the potential in emergingtechnology and adapt it to meet customer needs. They develop new products

and create the environment through which these innovations are tested, adjusted andbrought to market. During his keynote presentation, Banking On Innovation, Dominic

will share how U.S. Bank became a mobile payments innovator through its commitmentto trying and doing new things.

I invite you to browse through this brochure to see how attending Net.Finance 2011 willhelp you prepare for the future of financial services marketing.

Regards,

Alicia CuomoExecutive DirectorNet.Finance 2011

Who Should Attend

Recent Attendees

If youre a senior-level financial services marketeNet.Finance will keep you up-to-date on the latedigital marketing strategies. Youll have theopportunity to network with Presidents, EVPs, SVPs and Directors of the following functions: CMO/CIO/CDO Online/Web/Internet Marketing Interactive Marketing Experiential Marketing Emerging Product Development Mobile Business Branded & Social Media Marketing Digital Channels and Digital Strategy E-commerce/E-business/E-marketing Customer Experience Web/Business Analytics Marketing Communications

American CenturyServices LLC

American FamilyInsurance Group

AXA EQUITABLE Bank of America Bank Hapoalim Bank of Hawaii Bank of Nova Scotia CIBC Discover Everbank Farmers Insurance

Group

FINN Bank Fokus Bank Foster Bank GE Money Gjensidige Bank Harris Bank HSBC Interior Savings ISI Dentsu Ltd JPMorgan Chase Liberty Mutual

Lloyds TSB Bank M&I Bank Corp Marshall & Ilsley

Corporation MidFirst Bank MidWestOne Ban Navy Federal Cred

Union Northern Trust Co Oneida Savings Ba Progressive Insura PSCU Financial Se

Inc Schwab.com

Scotiabank Scottrade Skandiabanken T. Rowe Price TD Bank Financial The Allstate Corpo Third Federal Savi

Loan TowneBank VIST Financial Zurich Financial Se

Call: 1.888.482.6012 or 1.646.200.7530 Fax: 1.646.200.7535 Email: [email protected] Visit: www.netfinanceus.co

P.S.BesuretojoinusonTwitterandLinke

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allthepre-conferenceactivitiesincluding

live

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Mobile Channel Focus Day May 16, 2011

Main Conference Day One May 17, 2011

Agenda-At-A-Glance

7:30 Networking Breakfast & Conference RegistrationRegistration Sponsored By comScore

8:15 Welcome RemarksAlicia CuomoExecutive DirectorNet.Finance

8:30 Chairpersons Welcome Remarks

8:45 Keynote Presentation: Exponential Growth In TechnologyJeff DennesSVP Chief Digital OfficerHuntington National Bank

9:20 Meet Your Customers Where They Are: Use Feedback ToSimplify And Innovate

Secil Tabli WatsonSVP Internet and Mobile BankingWells Fargo

9:55 Case Study: MasterCard - Building Connections WithConsumers

Cheryl GuerinSVP Group Head US Marketing and Global Digital MarketingMasterCard Worldwide

10:30 Morning Refreshment Break

11:00 Benefits Of Offering Multiple Access Methods For Mobile BankingGinger SchmeltzerSVP of Digital ChannelsSunTrust Bank

11:35 Panel Discussion: What Is The Mission Statement OfYour Mobile Platform?

Adam GreenVP Strategy, User Experience & DesignRegions Financial CorporationShawn MortonDirector of Mobile, Social & Emerging MediaNationwide InsuranceLaurie KreslVP Planning & Business DevelopmentUnitus Community Credit Union

12:20 Networking Lunch For All Attendees

1:20 Net.Finance Round TablesDelegates looking to learn best practices, practical solutions, andinnovative marketing strategies will find the Net.Finance Round Tablesmost valuable experience. Here is your chance to sit down with your pand engage in candid, interactive discussions with marketing experts.Each topic is led by a table moderator - a subject matter expert - who facilitate the idea exchange among participants. You do not need tochoose a topic, instead, the moderator will move from one table to thenext to ensure that you have the opportunity to discuss each topic areaModerators will rotate every 30 minutes.Sample topics: Peer-to-peer money movement Mobile Payments SMS Marketing Security/Fraud Integration and Strategy Mobile and Online Social MediaIf you are interested in moderating a round table, please contact ChetSilverman, [email protected] or 1.646.200.7478.

3:20 Afternoon Refreshment Break

3:50 Panel Discussion: Lessons Learned In Tackling TheLaunch Of An iPhone App

Diane RussellSVP Platform ServicesCharles SchwabTom PooleMVP Digital ChannelsCapital One

Matt LehmanMobile Business LeaderProgressive Insurance

4:35 What Would Apple Do?Michael ThomasDirector of eMarketingE*TRADE Financial

5:10 Welcome Cocktail Reception & Opening Of The SolutionsZone

7:30 Networking Breakfast & Conference RegistrationRegistration Sponsored By comScore

8:15 Welcome RemarksAlicia Cuomo

Executive DirectorNet.Finance

8:30 Chairpersons Welcome RemarksNed EltonManaging Partner, Financial ServicesRosetta

8:45 Keynote Presentation: Banking On Innovation Why AndHow Does A Bank Innovate?

Dominic VenturoChief Innovation OfficerUS Bank

9:20 Case Study: Using Peer Comparison To ImproveCustomer Engagement In Retirement Savings Plans

Denis-Martin MontyVP Emerging Product DevelopmentING Retirement Services

9:55 Malware Is The New Phishing: The Evolving Face Of SociEngineering ThreatsTim CallanHead of Trust Services Product MarketingSymantec

10:30 Morning Refreshment Break In The Solutions Zone

11:00 Panel Discussion: The Future of Personal FinancialManagement (PFM)

Patrick SmithSVP Online Financial Management GroupWells FargoKevin LynchSVP eCommerce, Contact Center1st Mariner Bank

Sponsors:


4/8Call: 1.888.482.6012 or 1.646.200.7530 Fax: 1.646.200.7535 Email: [email protected] Visit: www.netfinanceus.co

11:45 Why PFM Is On The Brink Of Breaking Out Of The BoxMark SchwanhausserResearch Analyst, Multi-Channel Financial ServicesJavelin Strategy & Research

12:20 Industry Case Study, ForeSee ResultsLarry FreedPresident and CEOForeSee Results

12:55 Workshop And Private Lunch Hosted By:This Invitation-Only, high-level networking opportunity is exclusive forNet.Finance 2011. It is designed as a brainstorming and networkinglunch. Visit www.netfinance2011.com for updates on participants!


Concurrent Sessions Begin - Choose Track A or Track B

1:55 Chairpersons Address2:10 Enabling Your Company To Operationalize Social Media

Mickey MencinSVP, Advertising DirectorKeyBank

2:45 Industry Case Study, Kony SolutionsKony Solutions Executive

3:20 Afternoon Refreshment Break In The Solutions Zone

3:50 Panel Discussion: Social Media Marketing Tools ForFinancial Institutions

Marc ZeitlinVP E-BusinessFarmers Insurance

Lori FeldmanDirector, Branded & Social Media MarketingCiti Global Transaction ServicesJason KincyVP, Marketing Manager-Alternative DeliveryArvest Bank

4:35 Social Media And FINRA GuidanceJoyce SullivanBoard DirectorFinancial Women's Asssociation

Chairpersons AddressPerson-To-Person PaymentsJennifer WilsonSVP Internet Channel DirectorBBVA Compass

Email Security and Fraud Prevention: Protecting againstCustomer Phishing for Financial MarketersSam MasielloGeneral Manager, Anti-Phishing ServicesReturn Path

Afternoon Refreshment Break In The Solutions Zone

Panel Discussion: Innovations In Payments Solutions

Tom Poole

MVP Digital ChannelsCapital OneThor HaugeVP Business Development MobileWestern Union

Driving Mobile Payments Adoption: Innovation or OptimizationEmmett HigdonSenior AnalystForrester Research

5:10 Networking Cocktail Reception For All Attendees

Main Conference Day Two May 18, 20117:30 Networking Breakfast & Conference Registration

Registration Sponsored By comScore

8:15 Chairpersons Welcome Remarks

8:30 Keynote Presentation: Back To The Future A Case Study InDigital StrategyTodd A. PurcellHead of Digital StrategyThe Hartford Financial Services Group, Inc.

9:05 Whats In Your (Mobile) WALLET?Neff HudsonAVP, Enterprise Member Experience

USAA

9:40 Industry Case Study, LivepersonLiveperson Executive

10:15 Morning Refreshment Break

10:45 The Nature of Channel Innovation: Insights from the RetailBanking Sector

Kevin PhilpottBusiness AnalystGEICO

11:20 Refreshing Your Web To Optimize The Customers ExperienceAnthony VitaloneHead of Interactive Marketing, Internet and Digital MediaDeutsche Bank

11:55 Industry Case Study, IntelliResponse Systems Inc.IntelliResponse Systems Inc. Executive


1:30 Chairperson Welcoming RemarksJoe DauskurdasVP Financial ServicesBazaarvoice

1:35 Using Social Media To Engage And Educate AMultigenerational Community

Jeffrey FleischmanChief Digital Officer

TIAA-CREF

2:10 Case Study: Technology When You Want It, PeopleWhen You Dont

Darren HowardVP of MarketingEsurance Insurance Services, Inc.

2:45 Closing Keynote Presentation: Managing EnterprisewidSocial Media Risks

Jesse TorresPresident and CEOPan American Bank

3:20 End Of Net.Finance

TRACK A: Social Media TRACK B: Payments


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6/8Call: 1.888.482.6012 or 1.646.200.7530 Fax: 1.646.200.7535 Email: [email protected] Visit: www.netfinanceus.co

Javelin Research

Javelin Strategy & Research is the leading provider ofquantitative and qualitative research focused on the

global financial services industry. Our extensive quantitative data and deep

analyst experience enable us to forecast the direction of the financial servicesmarket and make recommendations that empower you and your business to

succeed. Using rigorous statistical methodologies, we conduct in-depth primary

research studies to pinpoint dynamic risks and opportunities in four coverageareas: Multi-channel Financial Services, Dynamic Payments, Security, Risk, and

Fraud, and Mobile Initiatives. Our advantages are rigorous process,

independent position, and expert people.

Banking InnovationBank Innovation is produced by Royal Media Group, a

media company that has served the financial servicesindustry since 1995. The site offers industry professionals a

unique forum for sharing information, reading news, posting blogs, and e-

networking with colleagues.

Bank Innovation tracks and encourages innovation in banking. We recordinnovation successes and failures and we do so in a revolutionary manner,

through the dynamism of a social network, where bankers of common ilk anddreams can come together to share ideas and insights.

CMO CouncilThe Chief Marketing Officer (CMO) Council is dedicated to

high-level knowledge exchange, thought leadership and

personal relationship building among senior corporatemarketing leaders and brand decision-makers across a wide-range of global

industries. The CMO Council's 6,000 members control more than $200 billion

in aggregated annual marketing expenditures and run complex, distributed

marketing and sales operations worldwide. In total, the CMO Council and istrategic interest communities include over 12,000 global executives across

100 countries in multiple industries, segments and markets. Regional chapt

and advisory boards are active in the Americas, Europe, Asia Pacific, Middle

East, India, and Africa.

Banking Review Media connects the financial servicesindustry with the very best ideas and industry insight.In addition to producing two bi-monthly print and digital

publications (Online Banking Review and Retail Banking

Review), Banking Review Media works with the industry to influenceconversations and harness ideas that will ultimately lead to a better banking

experience for consumers.

The Financial Womens Association is the leadingprofessional organization that connects, educates and

advances women in business and finance.

Founded in 1956, the Financial Women's Association (FWA) is a leading

executive organization of over 1,000 members committed to shaping leadein business and finance with a special emphasis on the role and developme

of women. The FWA serves its members through educational programs anetworking opportunities, and serves the community through its nationally

acclaimed scholarship, mentoring and training programs. Learn more about

FWA on its websites: http://fwa.org and http://www.fwaedfund.org/ andsocial media sites, Twitter: @FWANY and Facebook: Financial Women's

Association

Contact person: Joyce Sullivan, FWA Board Director, Communications & DigMedia Twitter: @JoyceMSullivan email: [email protected]

Each time I attend Net.Finance it is a totally new experience with new attendees and fresh content. It is the most unique

financial services online marketing conference of its kind. The event should not be missed, as the networking is always focused

and top-notch.- David Dalka, Web Marketing Consultant

Attending NetFinance is always a great way for me to step out of the every day grind in order to spark new ideas and keep up

with the latest trends and innovative thinking in our industry.- Megan L. Anderson, Retail Marketing & Prospect

Acquisition Team, T. Rowe Price

I wanted to thank you and your team for putting on a terrific event. I thought the quality of the speakers was excellent. It

seemed like a nice mix of large and small organizations with some very innovative approaches to the industry. Im already looking

forward to next year!- Kevin Lynch, SVP eCommerce/Contact Center, 1st Mariner Bank

About Our Media Partners

What People Are Saying


7/8

For every registratioreceived at Net.Finan2011, WBR will dona portion of theregistration fee to SmTrain. For moreinformation about

WBRs involvement with Smile Train, please vwww.netfinanceus.com

The Palmer House Hilton, Chicago IL

17 East Monroe StreetChicago, IL 60603

Phone: 312.726.7500

www.hiltonfamilychicago.com/groups_palmer.aspx

Venue Information

Team DiscountsOver 96% of past attendees said they would recommend Net.Finance to a colleague. Thats why weoffer a team discount for financial institutions.

Contact Bill Penney for more information regarding Team Discounts at 416.597.4777 [email protected] is due in full at the time of registration.Your registration will not be confirmed until payment is received and may be subject to cancellation.

3-4 25 % off each registration

5+ 30% off each registration

Group discounts for Financial Institutions

Net.Finance has procured a special conferenrate of $259 per night (plus tax). To book yoreservations, call the Palmer House Hilton at1.877.865.5321 and identify yourself as aNet.Finance attendee. Rooms are limited anare on a first come, first served basis, so mayour reservations as soon as possible. Thediscounted rate expires April 25th, 2011.After April 25th, rooms may still be availableso inquire with the hotel if you have missedthe cut off date.

Pricing for Financial Institutions $300 Discount $200 Discount $100 DiscountRegister and Pay In Register and Pay In Register and Pay In Full Price

Full By 02/28/11 Full By 03/31/11 Full By 04/22/11

Main Conference 1,699.00 1,799.00 1,899.00 1,999.00Mobile Channel Focus Day +Two-Day Main Conference 2,499.00 2,599.00 2,699.00 2,799.00

Pricing For All Others* Full Price

Main Conference 2,899.00

The right technology can improve the results of your marketing campaigns andenhance your customers experiences. However, your day-to-day activities may notallow you the time to evaluate the many available choices.

Thats why we invite you to visit the Net.Finance Solutions Zone.

Youll have the opportunity to meet with vendors, ask questions and assess the latestdigital marketing and mobile banking technologies. To take some of the guesswork outof your decision process, we only allow recognized leaders in financial services

marketing and eCommerce into the Solutions Zone.

Attention Vendors: Would you like to get your products or services noticed by senior-level financial services marketers? If so, contact Chet Silverman at 1.646.200.7478 [email protected] to discuss exhibitor opportunities.

The Net.Finance 2011 Solutions Zone: Evaluate LeadingeCommerce, eMarketing and Mobile Banking Technology

Registration Information

BUY SELECT AUDIO PRESENTATIONS!

VIP Package: $250 - Select any package above and for an additional $250 gain access to selectaudio presentations from this 2011 event*

CD ROM ONLY: $580 - Gain access to select audio presentations from this 2011 event*

*Presentations available are at the approval of conference speakers. Allow 3-4 weeks after eventdate for shipping.

All discounts are taken off the full conference price. No two discounts or offers can be combined.Payment is due in full at the time of registration. Your registration will not be confirmed untilpayment is received and may be subject to cancellation

For cancellation and substitution information please visit www.NetFinance.com/FAQ.aspx

Connecticut residents must add 6% sales tax to their registration fee.

Others include all service providers and consultants to financial institutions. WBR reserves the right to enforce pricing tiers.

Sponsors:


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y

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n

Hotel,Chicago,IL

www.netfinanceus.

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3 Easy Ways To Register

ONLINE www.netfinanceus.com

EMAIL [email protected]

CALL 1.888.482.6012 or 1.646.200.7530

When registering please provide the code above.

Your priority booking code is:

May 16-18, 2011 | Palmer House Hilton Hotel, Chicago, IL

www.netfinanceus.com

DiscoverHowToUseDigital

MarketingInnovationsTo

AttractAndRetainCustomers

Heresjustatasteofwhatyoucanex

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Net.Fina

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Call:1.888.482.6012or1.646.200.7530Fax:1.646.200.7535

Email:[email protected]

Visit:www.netfinanceus.com

REGISTE

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TODAY:

Sponsoredby:

The Premier Financial Services

Marketing Conference

Financial

Institutions

:

Saveupto

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Visit www.netfinanceus.com or phone1.888.482.6012 to reserve your spot.

netfinance 2011

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