Registration Open

Lunch

Dive into real-world scenarios and challenges with your peers in these interactive workshops. Attendees will split up into groups and rotate through three 45-minute workshops on the top challenges and opportunities in our industry. Come prepared for open dialogue and debates — and walk away with actionable information to help drive business success. 


Workshops

Growing and retaining deposits, loans, and interchange fees is more critical and more challenging than ever. And, there is no silver bullet to reaching all audiences in a world where consumer expectations, needs, and demands are widespread. This workshop will tackle key consumer personas to develop winning strategies to drive more deposits. 

Cory Bench

Persona Passports: Driving More Deposits with Critical Audiences 

Retaining a customer for the long haul drives better profits, better engagement, and better value. But how do you reduce churn when it's easier than ever for consumers to switch? Test your knowledge in this game show-style workshop on key metrics and drivers for reducing customer churn and increasing engagement. We’ll share data-backed insights to tee things up and then open up the conversation to share insights and best practices.

Jim Briggs

Perry Maxfield

Ned Tobey

Data Duel: A Data-Driven Dive into Reducing Customer Churn

Our research shows consumers are creatures of habit and convenience. So how do you change behaviors and drive new account openings when the default is the same as always? Bring your pen and priorities to this workshop to jump into the challenges and opportunities ahead, including how to effectively tap into a consumer’s life moments to drive engagement.  

Heather Warner

Brain Picking and Prioritizing: Winning the New Account Battle

Refuel and recharge throughout the day at our coffee station sponsored by Atomic. 

Coffee Station

Join us for this facilitated matchmaking networking event where you can opt-in to be matched up with other like-minded individuals on key topics that matter for you. 

Mountainside Chats

Kick off MXS by connecting with your peers over good food, good drinks, and good company. Plus, enjoy a new spin on your typical conference swag with customized items at our personalization stations.

Welcome Reception and Dinner

Start your morning with an optional leisurely hike in the mountains, sponsored by Dwolla. 

Lace Up at Sun Up Hike — Sponsored by Dwolla

Breakfast

Jane Barratt

Ryan Caldwell

Dr. Leda Glyptis

Adrienne A. Harris

Wes Hummel

Jeffrey Ma

Keynote Sessions

Go a level deeper with some of our keynote speakers on your burning questions and key topics in this Ask Me Anything (AMA) format. 

Keynote Speakers AMA

Breakout Sessions

The promise of Open Finance is tremendous but the regulatory and competitive landscape can get complicated. This session will dive into Open Finance as the first true test of a data economy. How can financial providers improve outcomes for consumers, get a handle on data exhaust, and ensure data is used for good, not selfish gain? 

Tom Brown

Kelvin Chen

Jesse Mecham

Test in Progress: Open Finance, 1033, and What It Means for the Data Economy

Join us for a deep dive into consumer data on various topics — from the election and the economy to consumer trust and finance brands to feelings and fears about AI and the future of technology in finance. Together, we’ll walk through how consumer perceptions have shifted over the course of the year and discuss what this means for the finance solutions we’re building to serve tomorrow.


Leah Hacker

Finances, Feelings, and Fears: A Deep Dive into the Data

Growing engagement and loyalty among consumers with very diverse preferences, demographics, and behaviors isn’t always easy. And, while consumers may not always take steps to close a financial account that doesn’t meet their needs, there are thousands of accounts that simply exist but remain unused. So how do you actually drive engagement and make sure your account is the one they turn to most often? 

Lea Sims

Mike Zell

David Hall

Can We Actually Grow Engagement and Loyalty?

If we could wave a magic wand to design the perfect banking system  — one that is diverse, dynamic, and balanced to deliver the ideal outcomes for consumers, SMBs, businesses, and financial providers, what does it look like? What should we keep? What should we change? Do new banks and services emerge? Do old ones die? This session will dive into these questions and more. 

Lizzie Hartley

Alex Johnson

Jeff Otero

What Should the U.S. Banking System Look Like? 

We’ve all seen, heard, or dabbled with artificial intelligence by now. In fact, a recent report says 91% of financial services organizations are assessing or using AI today. But, what does that look like? Let’s explore where the rubber meets the road when it comes to AI in banking — use cases, practical applications, and more. 

Sam Maule

Are We Dabbling with or Deploying AI in Banking?

Real-time payments. Cash flow underwriting. Earned wage access. Buy Now, Pay Later. New innovations across the payments and lending ecosystem bring new opportunities to broaden access to financial products and services. But, they also bring new and different challenges to solve. This session will unpack what’s on the horizon for payments and lending, why these innovations matter for financial inclusion, and what to watch out for. 


Ashley Bell

Nik Milanović

Jennifer Tescher

Emily Williams

Payments, Lending, Financial Health, and Inclusion

Mountainside Chats and Networking

Dinner

Park City Pub Crawl

Kick start your last day in the mountains of Utah with an optional hike, sponsored by Prism Data. Meet us at Library II to head to the trail. 


Morning in the Mountains in the Hike — Sponsored by Prism Data

Grab and Go Breakfast Available

Join us for these facilitated roundtable discussions on key topics that matter most to you and your peers. We will pair you up in groups with an industry leader who’s solved similar challenges. Walk away with valuable insights and lifelong connections. Topics include: 

Roundtable Discussions

Hannah Horobin

The Future of Consent: Safeguarding Data While Optimizing User Experience

Afshin Goodarzi

Trent Riddle

Deriving Intelligence from Your Data

Paul Provenzano

The Future of Human Touch in Banking

Jean-Paul LeClair

The Road to 1033

Billy Gast

Jordan Wright

Simplifying the Switch: How to Enable Easier Deposit and Payments Switching and Subscription Management

DIY Conversion Efforts: Big Data Made Easy for You and Your Customers 

Kimberly Gartner

Beyond the Credit Score: The Value of Alternative Data and Cash Flow

Skyler Neshiem

Building Strong Fintech Relationships

Nate Caldwell

The Missing Link: Driving Education, Engagement, and End Results with Simplified Connectivity

Afternoon Meetings and/or Departures

Former Vice President of Analytics and Data Science, Twitter Kingpin of the Famous MIT Blackjack Team

NED, Advisor, Author of Bankers Like Us

Founder and CEO, MX

Superintendent, New York State Department of Financial Services

Chief Product and Technology Officer, MX

Chief Advocacy Officer and Head of Public Policy, MX

Head of Policy, Consumer Bankers Association

Founder, Fintech Takes

General Partner, The Fintech Fund, and Founder, This Week in Fintech

Head of Business Development, Moov.io

Digital Product Leader, Previously at Charles  Schwab and USAA

Vice President, Digital Engagement at Sound Credit Union

Partner, TTV Capital

Chief Product Officer, NCR

CEO, Redemption Holding Company

Assistant Professor of Business Administration, Finance, Harvard Business School

Vice President of Experience Design, Ent Credit Union

Principal Value Engineer, MX

CEO and Founder, Rebel

Partner and  General Counsel, Nyca Partners

Founder and CEO, Financial Health Network

Senior Vice President of Data, Chief Data Scientist, MX

Founder, YNAB

Senior Director, Mobile and Experiences, MX

Vice President of Client Strategy, MX

Senior Director, Data Products, MX

Vice President, Market Development, ebankIT

Senior Product Manager, Data Access, MX

Co-founder and CEO,  Atomic

Director, Connectivity, MX

Chief Technology Officer, Dwolla

Vice President, Head of Partnerships, Prism Data

Crystal Anderson

Chief of Staff and VP of Operations, MX

Senior Director of Product, FDX

Senior Vice President and Director, Customer Engagement & Innovation, Bank of Hawaii

Senior Vice President, Digital, BECU

Vice President of Professional Service, MX

October 7-9, 2024 | Park City, Utah

2024 Agenda

Monday, October 7