Wednesday, January 4 | 7:30 a.m. - 12 p.m. | Ballantyne Hotel & Lodge

Register now >>

What will the future of banking look like? From Generationally Driven Decisions to Big data to FinTech and beyond what do the financial industry leaders in our region say about how it will play out? Join co-chairs Katy Knox, Bank of America, and Suzanne Morrison, Wells Fargo, along with other industry representatives for the 2016 Financial Services Summit, Innovation in Technology and Talent. Capping off our event, Michelle Lieber, Ally, will discuss implications on the industry of the expected administration changes as Trump begins his presidency.


7:30 - 8:00 a.m.
Registration and Networking

8:00-8:15 a.m.
Katy Knox, Head of Business Banking, Bank of America
Suzanne Morrison, Executive Vice President, Division Manager - Carolinas, Wells Fargo Bio >>

8:15 – 9:30 a.m.
What is Fintech
How is this industry/segment growing and how is the traditional financial services industry adapting?
Richard Buttimer, Senior Associate Dean, Belk College of Business, UNC Charlotte Bio >>
Mike Duke, Chief Innovation Architect, Wells Fargo
Carl Ryden, Chief Executive Officer, PrecisionLender Bio >>
Greg Michaelson, Vice President of Customer Success, DataRobot Bio >>

9:30 – 10:00 a.m.

10:00 – 11:15 a.m.
Generationally Driven Decisions
With a growing talent gap, how is the industry attracting talent and how is the industry aligning to various demographics and attracting customers?
Shana Plott, Chief Executive Officer, Coleman Lew Bio >>
Claudette Parham, Chief People Office, LendingTree Bio >>
Chris Payton, Global Talent Acquisition Executive, Bank of America

11:15 – 12:00 p.m.
Closing Keynote Address on the transition/Trump Administration and the impact on the industry
Michele Lieber, Chief Policy Officer, Ally Bank Bio >>