Program


  Look for the stars () below and click on the speaker name for a PDF (printable) version of the speaker's presentation at the Technology Summit!

Opening General Session

“Meeting of the Minds” - A Panel Discussion

A brief historical perspective of IT security issues will kick-off this informative and lively panel discussion.  Write down your questions as you think of them on cards provided as you enter the meeting room.  Following individual presentations, questions will be taken from attendees.

Al Todd, Senior Vice President, Santa Barbara Bank & Trust - Moderator

Ruth Razook, President & CEO, RLR Management Consulting, Inc.

Richard Knapp, Director of Business Development, RedSiren Technologies, Inc.

Michael Johnson, Principal, Operational Risk & IT Supervision, Federal Reserve Bank of San Francisco

General Sessions

“IT Risk Management - Best Practices”

Technology and banking, what are the risks?  This session will focus on technology’s impact on banking.  In particular, what are the latest challenges technologies introduces and more importantly what are the related risks to your operations

Charles Todd, Partner, Deloitte & Touche

“Tackling Fraud with Technology”

Today, a variety of new technologies are available to assist banks and their customers in detecting or preventing fraud.  When combined with solid internal control policies and procedures, these technologies will make a real difference in reducing both financial loss and the accompanying loss of customer confidence when fraud occurs.  This session will provide an overview of these technologies, along with guidelines for effective implementation.

D. Trent Fleming, Advisor to Banks on Matters of Technology and Strategy

“Tackling Technology Through the Eyes of Another Industry”

Outsourcing is a growing trend.  Successful outsource providers must provide high value and at very competitive rates to be successful.  Innovation and excellent integration of business process and technology solutions is a critical to succeed.  This session will explore how an outsource company has utilized leading edge technology to provide mortgage lenders with profit-expanding options for vendor management and post close processing of mortgage loans.

David Tandy, CEO, National Closing Solutions

Concurrent Sessions

“Trends in IT Architecture”

New findings on consumer payment preferences and the increasing use of electronic payments are changing the transaction processing demands and costs of the IT infrastructure of financial institutions.  This session will outline the business and technical drivers you will need to address inside your bank to profit from the new payments migration.

Richard Crone, Vice President, Financial Services Group, Dove Consulting

“Vendor Management Selection”

Community banks rely extensively on their core data processors to provide the technology necessary to compete against larger and more innovative players. This session will outline best practices in selection a vendor and managing the relationship on an ongoing basis. Topics such as RFP development, contract negotiation, project management and strategic technology planning will be covered. While banks often outsource the processing of their systems, responsibility for managing the technology to achieve a payoff still rests with the organization.

Steve Williams, Cornerstone Advisors