Logo, text: 'Salesforce and Traction on Demand Present Executive Banking Summit, Sept 16, 2020'

Executive Banking Summit

Sept 16, 2020 | Presented by Salesforce and Traction on Demand

Salesforce logoTraction on Demand logo

Thrive in the New Normal for Banking

While digital transformation has been a hot topic in the last few years, 2020 has opened our eyes in a new way — a digital approach is no longer nice-to-have, but the foundation of any successful bank or credit union strategy.

We have a selection of videos below from The Executive Banking Summit, a collaboration of the brightest minds, our peers and Salesforce leaders, sharing the changes they have seen and the top opportunities for the industry to adapt and thrive.



8:00 am PT / 11:00 am ET

Setting a Course to the New Normal in Banking

At the onset of COVID-19, banks and credit unions had to pivot and FAST. Join Rohit Mahna, SVP & General Manager, Financial Services, Salesforce along with James Solcum, CIO and Teri Williams President and COO of OneUnited Bank, leading Minority Depository and Community Development Institution, for a conversation about resilience in times of crisis and creating the path forward.

9:00 am PT / 12:00 pm ET

Summit Sessions Round One

  • Resilient Banking: Building Agility for the Next Normal
    Anthony Morris, Vice President, Global Head of Banking Go to Market, Salesforce
    Jennifer Frost, EVP, Deputy CAO, Customers Bank
    Doug Perron, Director, Client CRM, Hancock Whitney Bank
  • How Banks Can Optimize Onboarding to Build Trusted Relationships
    Greg Blausey, Director, Financial Services, Salesforce
    Paul Kavanagh, Chief Revenue Office, Fenergo
  • Simplifying Fraud and Dispute Management
    Kelly Horn, Financial Services Go To Market Director, Banking, Salesforce
    Jill Behnke, Industry Executive and Strategist, Salesforce
    Brad Cunningham, Senior Vice President and Managing Director of IT Strategy and Services, Republic Bank & Trust Company
  • From Zero to Transformation: How to Move Quickly and Rapidly Enable Bankers
    Michael Rouleau, VP, Customer Success, Salesforce
    Luke Murphy, Business Value Services, Salesforce
    Pam Hannett, Principal Strategist, Banking, Traction on Demand
    Alex Balagour, CIO, Customers Bank
    Annette Joyce, EVP, Information Technology & Project Management, Canandaigua National Bank & Trust

9:45 am PT / 12:45 pm ET

Summit Sessions Round Two

  • The Digital-First Credit Union
    John Sahagian, Vice President and Chief Data Officer, BCU
    Nicole LaCamp, Vice President - Operations Strategy Integration, PenFed Credit Union
    Bryan Lee, Senior Director, Financial Services Industry, Salesforce
    Pamela Hannett, Principal Strategist, Banking, Traction on Demand
  • Unifying Voice Calls, Digital Channels and CRM in Real-Time for the First Time
    Karen Chan, Sr. Manager, Product Marketing - Service Cloud, Salesforce
    Patrick Beyries, VP, Product Management - Service Cloud, Salesforce
  • Finding Value in Your Integration Strategy and Best Practices
    Matt Cameron, Global Financial Services Go-to-Market Lead, MuleSoft
    Kent Llewelyn
    Dave Smithers, CIO/COO, IDB
  • Implementing Analytics: a Roadmap for Success
    Rod Dablemont, Business Intelligence Architect, Veteran's United Home Loans
    Angel Torres, Global Digital Transformation Executive - Financial Services, Salesforce
    Dave Rees, Principal Strategist - Analytics, Traction on Demand

10:15 am PT / 1:15 pm ET

Summit Sessions Round Three

  • Analytics: The New Crystal Ball for Credit Unions
    Sharda Rao, Lead Solution Engineer - Einstein Analytics and Artificial Intelligence, Salesforce
    Suresh Renganathan, CTO, Teachers Federal Credit Union
    Angel Torres, Global Digital Transformation Executive - Financial Services, Salesforce
  • Digital Transformation and the Next Normal
    Tim Daley, Principal Digital Strategist, Q2ebanking
  • Reimagining CU Members with 360: Affinity Credit Union
    Steven Hatheway, Financial Services Industry Executive & Strategist, Salesforce
    Lee Edwards, Principal Strategist, Banking, Traction on Demand
    Kelly Hood, Operations Design Manager, Affinity Credit Union
  • Embracing change while engaging the customer: Success within the evolving financial services landscape
    Brad Walters, Product Marketing - Financial Services (Marketing Cloud), Salesforce
    Rochelle Hinds, VP Social Media, OneUnited Bank
    James Slocum, CIO, OneUnitedBank
    Dave Jenkins, VP of Data-Driven Marketing, Traction on Demand

11:05 am PT / 2:05 pm ET

Summit Sessions Round Four

  • The Fast Track to Digital Banking: Helping Meet Customer Needs
    Kevin Quinlan, Area Vice President – Community & Regional Banking, nCino
    Kathryn McKoy, Principal Product Specialist, nCino
    Tyler Cooper, Salesforce Product Owner, First National Bank of Omaha
  • Analytics for the Enterprise
    Angel Torres, Global Digital Transformation Executive - Financial Services, Salesforce
    Briana Dona, EVP Operations & Business Optimization, Univest
    Sara Natali, Senior Data Scientist, Univest
  • Your Company’s Data May Be Worth More Than Your Company – Ensure You’re Protecting It
    Mike Mason, Vice President, Financial Services and Emerging Markets, FairWarning
  • Beyond CRM: Leveraging Salesforce as a platform to connect the organization and the customer experience
    Kelly Horn, Financial Services Go To Market Director, Banking, Salesforce
    Kade Peterson, EVP, Chief Information Officer, First Interstate BancSystem, Inc.
    Renee Newman, EVP, Chief Strategy Officer, First Interstate BancSystem, Inc.

11:45 am PT / 2:45 pm ET

Closing Keynote with Stephen Dubner

Join New York Times bestselling author, Stephen Dubner — best known for the revolutionary Freakonomics and Think Like A Freak — for an unmissable deep-dive into the current and future state of the world and economy through his eyes as a Freak. What is he seeing that we aren't seeing? What are the hidden opportunities?

Taking his successful Freakonomics ideas to the next level, Dubner’s session promises to be one of the most unique, engaging and innovative sessions of the day, providing you with illuminating ideas for profitable thinking. With his trademark blend of captivating storytelling and unconventional analysis, Dubner will take you inside his thought process and teach us all to think a bit more productively, more creatively, more rationally — to think, that is, like a Freak.