Pathways to Connect & Protect Virtual Block Party

Event Kristen Reid Walt Lyons Amy Binns Courtney Fleming

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Virtual Block Party Agenda

Thursday, September 9, 2021

12:00 – 12:30 p.m. Brown Bag Lunch with Sponsors 

12:30 – 1:40 p.m. | Welcome & General Session

King of the Hill – Mobile App Edition
Dave DeFazio, StrategyCorps
Join StrategyCorps partner Dave DeFazio for a live look at the tools fintech disruptors have created to help tech-savvy consumers reimagine their everyday banking tasks while enticing them with new places to save their cash — instead of in checking accounts at your financial institution. Nearly 50% of millennials – consumers between 21 and 38 years old – now consider their primary bank to be a Megabank (Chase, Wells Fargo, Citibank, Bank of America), driven by rewards programs and mobile banking tools that the largest banks employ.

Then there are digital-only banks, like Ally and Capital One, which use new mobile banking tools to drive tremendous growth in deposits ($95 Billion in 2019 alone), stealing market share from traditional banks.

Additionally, billions of deposit dollars are being siphoned away from traditional checking accounts by non-traditional competitors, such as retailer mobile apps (Starbucks), P2P payments (Zelle), robo-advisor tools (Acorns), and challenger banks (Chime).

1:40 – 2:00 p.m. | Sponsor Shark Tank

Join us for our Sponsor Shark Tank and hear from the Pathways sponsors on the solutions their companies can provide you and your bank! 

During each Shark Tank, you will hear from 3-4 sponsors and, by participating (with your camera on) will be entered to win a $50 Amazon Gift Card per Shark Tank!

2:00-2:10 pm | Stretch Break

2:10 – 3:10 p.m. | General Session

Economic Update
Renee Haltom, Federal Reserve Bank of Richmond

3:10 – 3:30 p.m. | Sponsor Shark Tank

Join us for our Sponsor Shark Tank and hear from the Pathways sponsors on the solutions their companies can provide you and your bank! 

During each Shark Tank, you will hear from 3-4 sponsors and, by participating (with your camera on) will be entered to win a $50 Amazon Gift Card per Shark Tank!

3:30 – 3:40 p.m.| Stretch Break

3:40 – 4:40 p.m. | General Session

The Future of Work
Grant Millsaps, Frontier

The pandemic created drastic changes in what the workplace “looks like”  and what employees want has shifted as well. Join Grant Millsaps as he helps you answer the critical questions that will help you explore the Future of Work.

4:40 p.m. | Adjourn

Friday, September 10, 2021

8:00 – 8:30 a.m. | Coffee/Breakfast with a Sponsor

8:30 – 9:30 a.m. | General Session

Embedded Banking or Embedded Fintech? Winning in the Open Banking Era
Lee Wetherington, Jack Henry & Associates
Many banks misunderstand “open banking”—the ability for consumers and businesses to share their financial data with service providers of choice. Some assume open banking is a European regulation. Others mistake it for Banking-as-a-Service. Still others fear it paves the way for customer attrition and defection. These misunderstandings create significant strategic blind spots and massive downside risks. What to do? Join Jack Henry’s Senior Director of Strategy, Lee Wetherington, for a candid level set on open banking and the best strategies to win in the open era.

9:30 – 9:50 a.m. | Sponsor Shark Tank

Join us for our Sponsor Shark Tank and hear from the Pathways sponsors on the solutions their companies can provide you and your bank! 

During each Shark Tank, you will hear from 3-4 sponsors and, by participating (with your camera on) will be entered to win a $50 Amazon Gift Card per Shark Tank!

9:50-10:00 a.m.| Stretch Break

10:00 – 11:00 a.m. | General Session

Inspiring Leaders Through Empathy
Jessica Hawthorne, Virginia Center for Inclusive Leadership
Empathy is defined as the ability to understand and share the feelings of another person. Empathetic leaders are crucial to creating great workplace cultures, retaining top talent, and growing additional capable leaders within their ranks. In this session, participants will consider empathy as key to connecting with and developing leaders. Participants will also explore empathetic actions that groups of inclusive leaders should consider at all levels of an organization.

11:00 – 11:15 a.m.| Stretch Break

11:15 – 12:15 p.m. | General Session

Learning for Success
Joe Micallef, Grow UP Sales

12:15 p.m. | Adjourn

Speaker Bios

Dave DeFazio, StrategyCorps
Armed with a passion for banking strategy, StrategyCorps partner Dave DeFazio has found great success and satisfaction in exploring the intersection of data, marketing, and technology.

Dave’s extensive financial services experience and continuous research in the field help him ensure that each product and service meets the needs of today’s financial institutions. At StrategyCorps, he leads and manages the company’s direct sales efforts while working directly with financial institutions to design, build, and implement a variety of checking solutions.

He downloads banking apps for fun. On the weekend. And talks about them at dinner with his family. Across the industry, Dave is a highly sought-after speaker who has shared thought leadership on innovations in financial technology, retail banking, mobile banking, customer engagement, product and customer profitability, product design, bank marketing, and changing consumer behaviors in an increasingly mobile-centric world.

Dave graduated from Ohio Wesleyan University with a B.A. in Economics and Mathematics.

Renee Haltom, Federal Reserve Bank of Richmond
Renee Haltom is a vice president and regional executive at the Federal Reserve Bank of Richmond. Her work involves engaging business, banking, and community leaders on local economic conditions to inform the monetary policymaking process, as well as sharing information about the Federal Reserve System. Haltom is based at the Richmond office and has responsibility for public outreach and engagement in Virginia, as well as for the Community Depository Institutions Advisory Council.

Haltom joined the Richmond Fed in 2009 as an economic writer in the Research department, often with a focus on monetary policy, macroeconomics, and the Federal Reserve. She most recently served as editorial content manager for the Research Publications team, and was editor of Econ Focus magazine from 2015 to 2018. She previously worked in the Research and Public Information departments of the Federal Reserve Bank of San Francisco providing education on monetary policy and the Fed System to a variety of audiences.

Haltom has a bachelor’s degree in economics from Michigan State University and a master’s degree in economics from the University of San Francisco.

Jessica Hawthorne, Virginia Center for Inclusive Leadership
Jessica M. Hawthorne is Vice President of Programs at the Virginia Center for Inclusive Communities, an organization that works with schools, business, and communities to achieve success through inclusion. In her role, she designs and facilitates educational programs on diversity, equity, and inclusion for institutions across Virginia.

In the community, Jessica has served on the faculty of the Koinonia School for Race and Justice at Richmond Hill, and she was a member of both the Juvenile Justice Collaborative Youth Violence Prevention Workgroup and the Trauma-Informed Community Network. Jessica was also a community facilitator for the Unpacking the Census program.

Prior to her time with VCIC, Jessica worked for her family’s local small business as their office and social media manager. She received her undergraduate degree from the University of Virginia and a Master of Theological Studies from the Candler School of Theology at Emory University.

Joe Micallef, Grow UP Sales Consulting LLC
Joe is an award-winning banker and sales expert with almost 30 years of banking and sales leadership experience in Australia, Canada and the USA. This valuable global experience has ideally positioned Joe to share insights on universal best practices for achieving career success and growing your Bank. As a bank leader, and now professional bank coach, Joe has consistently produced record annual results for financial institutions across the globe and developed exciting career opportunities for hundreds of finance professionals. He has been recognized throughout his career for his strategic, collaborative and charismatic approach to achieving exceptional results. In 2014 Insurance Business magazine named him one of Canada’s “Hottest Insurance Professionals” and in 2016 he won the Chicago Daily Herald Business Ledger’s award for “Outstanding Services to Entrepreneurs”. Joe is passionate about engaging, enlightening and energizing bankers to build an exciting career and achieve a better quality of life.

Grant Millsaps, The Frontier Project

Grant is our resident early-riser, audiophile, and queso-enthusiast. He also happens to lead our team here at Frontier. Grant will tell you that he never set out to be a CEO or small business owner, so we consider ourselves pretty darn lucky that life’s unpredictable twists and turns led him here. In life and in leadership, Grant is all about service. There’s almost nothing he loves more than caring for people and helping them realize their potential. If you really want to see Grant light up, ask him about the time he sat next to Bryan Stevenson on an airplane. He’ll happily explain how this moment changed his life and the way he thinks about forgiveness.

Lee Wetherington, Jack Henry & Associates
Lee Wetherington is Senior Director of Strategy for Jack Henry & Associates® (JKHY: NASDAQ). Lee directs the development of actionable insights, forecasts and strategy for the financial services industry at large. To this end, he leads a team of analysts who track the trends and implications of emerging technologies transforming the banking industry. Lee delivers keynotes nationwide focusing upon opportunities and challenges in fintech, payments and digital banking, and he is widely renowned for his unique style of comic delivery.

Lee has delivered over 600 keynotes for state, national, and international trade groups, including the American Bankers Association (ABA), Independent Community Bankers of America (ICBA), Bank Administration Institute (BAI), National Automated Clearinghouse Association (NACHA), American Institute of CPAs (AICPA), and the Federal Deposit Insurance Corporation (FDIC). He has also served as Technology Faculty Chair for several graduate schools of banking and management and has delivered guest lectures on leadership and technology at universities across the country. He has been named “Strategic Alliance Executive of the Year” at the annual Golden Bridge Awards, which recognizes the world’s top executives across every major industry globally. Lee’s articles and commentary have been published widely across the financial services industry.

Lee received bachelor’s degrees in Economics and English from Duke University in 1990, and, in 1993, he completed graduate studies at Emory University before joining a fintech born out of the backroom of a community bank in deep South Georgia.

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