I think it’s really a must-attend event for CX professionals. I’ve gone to other events in the past and this surpasses all of them.
Presented by
Here’s what we’ll discuss:
As your financial institution grows, is your risk management program evolving and maturing appropriately to stay ahead of expectations? There is significant regulatory scrutiny as you approach the $3B and $10B AUM benchmarks.
How are you preparing your bank, credit union, or financial services organization to achieve growth targets while building and demonstrating effective risk and compliance management?
In these sessions, we’ll discuss key considerations risk and compliance leaders must address:
- Establishing a risk culture or a culture of compliance in your organization
- Increasing mergers and acquisition (M&A) activity and the impact on enterprise risk management
- The role of cyber-security, the ongoing digitization of banking services, and the use of third parties to deliver critical services
- Increasing scrutiny from the DOJ, which puts pressure on CCOs and CROs to continuously manage a changing risk profile
Agenda
Dinner in New York
Venue to be finalized
6:00 pm – 6:15 pm
Welcome
6:15 pm – 7:00 pm
Roundtable Discussion
7:00 pm – 8:00 pm
Dinner
8:00 pm – 8:20 pm
Networking
8:20 pm – 8:30 pm
Closing
Solution Expert
VP of Risk, NA at Protecht
Dinner in New York
Venue to be finalized
6:00 pm – 6:15 pm
Welcome
6:15 pm – 7:00 pm
Roundtable Discussion
7:00 pm – 8:00 pm
Dinner
8:00 pm – 8:20 pm
Networking
8:20 pm – 8:30 pm
Closing
Solution Expert
VP of Risk, NA at Protecht
This is an executive peer group meeting for 10-15 Senior leaders. We use a conversational, story-telling approach that works best when everyone participates.
Who should apply for an invitation?
Participation in this in-person Networking session is no cost to qualified attendees. Once you’ve completed the registration, we’ll confirm your invitation and send you a calendar invite with directions to the venue.
We will follow COVID guidelines mandated by the government and the venue.
Register to Attend
Here’s what attendees at past events have said:
Director, Large Business Customer Experience, NRG Energy
A lot of other conferences I’ve gone to are driven off a podium, someone presenting me a solution before they understand my problem. Here I have an opportunity to talk to my peers and learn from them.
Sr. Director Care Strategy & CX, GoDaddy
I’m not part of some enormous crowd out there. I’m getting lot of interaction, hearing from people, their own personal stories. Individual examples of how people are leveraging their CX skills in their industry, in their business, in the work that they do everyday.
Principal, Zeisler Consulting
Very intimate, Very one-on-one! You are able to really get a lot of candid responses, so we’re getting a ton of value from that and a lot of valuable insights.
Director, Global Digital Marketing and Customer experience, Stanley Black and Decker.
