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Commercial Banking and Treasury Management Transformation Forum

20 April 2023  |  1:30 PM  | 

635 Avenue of the Americas, 8th Floor, Armstrong Room, New York, NY 10011

JOIN US THIS APRIL

Technological developments and innovations in Commercial Banking and Treasury Services is advancing fast, creating opportunities for financial institutions to tap into new revenue streams and improve customer engagement and experience.

 

At the same time, financial institutions face growing threats as fintechs compete for their customer base and revenue streams and banking services are embedded in the offerings of multi-service platforms.

 

Join the Commercial Banking and Treasury Management Forum to explore key trends such as enhancements to relationship manager's CRM tools, real-time payments, sustainability and the use of data, AI and embedded finance along with sophisticated pricing strategies that aim to meet a wide spectrum of commercial client’s needs. Commercial banks must choose whether to ignore fintechs and Big Tech platforms, collaborate with them, or compete with them. Now is the crucial time to develop robust strategies to become agile, data-driven and customer focused organizations.

 

The afternoon will conclude with an evening executive networking dinner.

We have an exciting line up of sessions including:

  • Top trends and innovations in Commercial Banking

  • A Fireside Discussion on ESG (environmental, social, and governance) and its role in Commercial Banking offerings

  • A Panel Discussion on new ways to find revenue streams

  • A Presentation on the Power of Transforming Your Ecosystem

  • A Fireside Discussion on Embedded Finance and what it means for Treasury Services

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Agenda
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EVENT AGENDA

For more information about the event, you can access the full event Agenda here:

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WHAT TO EXPECT

VIP TREATMENT

Networking dinner

EXCLUSIVE BUSINESS EXCHANGE

Maximize your business exchange outcomes

AWARD WINNING SOLUTIONS

Innovative solutions transforming commercial banking

CONNECT WITH THE BEST

Exchange business cards with key industry leaders

what to expect
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THE PANEL

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Rohit Kharbanda

Senior Managing Director

Webster Bank

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Olu Adebiyi

Managing Director, Global Head of Liquidity & Account Services

BNY Mellon Treasury Services

Jake Horne

Jake Horne

Management Consulting Senior Manager

Accenture

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Dan Williams

SVP, Embedded Banking

KeyBank

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Kaustubh Joshi

General Manager, Head Product, Embedded Business Financing and Payments

Goldman Sachs

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Raj Krishna

Managing Director, Head of Payments - US Cash Management

RBC Capital Markets

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Beatrice Wassing

Head of Corporate Banking New York

Handelsbanken

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Glen Chancy

CTP

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Bernadette M Knight

Managing Director, Americas Sales Head, Treasury & Trade Solutions Commercial Bank

Citi

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Marie Clara Buellingen

Director - Responsible Finance/ ESG

Societe Generale

The Panel
unique format

OUR UNIQUE FORMAT

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 NETWORKING DINNER

WHAT BETTER NETWORKING OPPORTUNITY THAN A COPIOUS DINNER, SERVED WITH A BOTTOMLESS SUPPLY OF DELICIOUS BEVERAGES. DELEGATES CAN EXPECT EXCEPTIONAL SERVICE AND ATTENTION.

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PANEL DISCUSSIONS

OBSERVE AND PARTICIPATE IN HIGHLY FOCUSED AND ENGAGING PANEL DISCUSSIONS WITH YOUR PEERS WHO ARE HAND-PICKED INDUSTRY EXPERTS. HEAR FIRSTHAND FROM SENIOR INDUSTRY PRACTITIONERS ABOUT THE CHALLENGES THAT THEY ARE FACING, HOW THEY ARE PREPARING FOR UPCOMING REGULATIONS AND THEIR BEST PRACTICES THAT ARE MARKET SPECIFIC.

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THE SOLUTION PRESENTATION

GET A FRONT ROW SEAT TO AWARD WINNING SOLUTIONS THAT ARE TRANSFORMING DEPARTMENTS AND THE OPPORTUNITY TO ASK KEY QUESTIONS DIRECTLY TO PRODUCT SPECIALISTS AND PRACTITIONERS WHO ARE ACTUALLY USING THE SOLUTION.

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LIVE ANONYMOUS QUESTIONS DURING SESSIONS

TAKE THE OPPORTUNITY TO ASK QUESTIONS ANONYMOUSLY OR OPENLY USING OUR QUESTION APP. RAISE QUESTIONS, TAKE PART IN LIVE POLLS AND UPVOTE YOUR FAVORITE QUESTIONS.

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NETWORKING & BUSINESS CARD EXCHANGE

WHEN ALL IS SAID AND DONE, DELEGATES WILL HAVE THE OPPORTUNITY TO NETWORK, EXCHANGE BUSINESS CARDS AND ARRANGE FOLLOW UP MEETINGS.

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COMPLIMENTARY POST EVENT WEBINAR

ALL DELEGATES WILL HAVE COMPLIMENTARY ACCESS TO FOLLOW UP WEBINARS.

JOIN OUR IN-PERSON EXECUTIVE EXCHANGE

Registration is subject to a qualification process and approval. Please complete the form below and we will be in touch to confirm your access.

Your registration request has been successfully submitted! Look out for an email with more details

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