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Money Experience Summit 2020 @ Home

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Schedule

· Main Stage
Day 1 - Main Stage Presentations
Join us for day one main stage with Steven Dubner, Gabby Douglas, Ryan Caldwell, Brett Allred, and more.
· Breakouts
Day 1 - Live Breakouts
Make your way to the Sessions tab to enjoy live breakouts with some of the most innovative leaders in the industry.
Adrienne Harris Corey LeBlanc Brent Beardall Jon Stein Mehrsa Baradaran Adam Levine
· On-Demand
Day 1 - On-demand Sessions
Watch on-demand sessions from the most innovative minds in finance and banking.
· Networking
Day 1 - Networking
Connect with peers in the financial services industry through quick get-to-know-you sessions in the Networking tab.
· Main Stage
Day 2 - Main Stage Presentations
Join us for day two main stage with Alison Levine, Frank Abagnale, Jane Barratt, Brandon Dewitt, and more.
· Breakouts
Day 2 - Live Breakouts
Make your way to the Sessions tab to enjoy live breakouts with some of the most innovative leaders in the industry.
James Robert Lay Liz Wolverton JB Orecchia Ryan Wuerch Matthew Michaelis
· On-Demand
Day 2 - On-demand Sessions
Watch on-demand sessions from the most innovative minds in finance and banking.
· Networking
Day 2 - Networking
Connect with peers in the financial services industry through quick get-to-know-you sessions in the Networking tab.

Speakers

Matthew Michaelis

Chairman and CEO, Emprise Bank

Ryan Wuerch

CEO and Founder, Dosh

JB Orecchia

JB Orecchia, CEO, SavvyMoney

Liz Wolverton

Chief Strategy & Customer Experience Officer, Synovus

James Robert Lay

Founder & CEO, Digital Growth Institute

Brandon Dewitt

Co-founder & CTO, MX

Adam Levine

Co-Head of Digital Partnerships, BNY Mellon

Mehrsa Baradaran

Professor of Law, UC Irvine

Ryan Caldwell

Founder and CEO, MX

Jon Stein

CEO and Founder, Betterment

Brent Beardall

CEO and President, WAFD Bank

Corey LeBlanc

Chief Digital & Innovation Officer, Origin Bank

Adrienne Harris

Financial Services Executive

The event is over

Hosted by

MX

MX, the leading financial data platform helping organizations harmonize the money experience, empowering the world to be financially strong.

On-demand

Cory Ayres

Customer Insights: Digital Transformation in FinServices - Now More than Ever

Käthe Anchel

Reprioritizing Branches to Rely on Digital Experiences

Brady Harris

Building a Fintech: What to Know About Growth, Leadership, and Exits

Amir Hermelin

Attention Fintechs: Stop Building Products, Start Building Solutions

Stephanie Maxwell, David Hall, Ashlie Jenkins

Banking Transformation Strategy

Brett Allred, David Whitcomb

Introducing MX Portal

Take a Break

5-minute Stretching Routine

Justin Martin, Caden McBride, Dave Crow

Build a Personalized Banking Experience with Helios 5 Mobile Framework

Dave Mooney

How Alliant CU Tripled Assets Organically While Closing Every Branch

Mary Kate Loftus & Mike Wisler

Finding the Intersection of Technology and Customer Advocacy

Jane Barratt

Big Data, Big Opportunities, Big Responsibilities

Gerald Ashby, Derek Bell

Let's Get Personal; How to Bring Personalization to Marketing

Alex Carilles

What Happens When Your Worst Case Scenario Isn't Bad Enough?

Jonas Ng

Behavioral Economics: Omni-Channel Strategies that Power Personalization

Brent Chandler

Safe, Secure and Simplified: How Data Empowers the Borrower

Sonam Choudhary, Rick Silva, Parker Wilson

How Data Science is Expanding MX's Data Portfolio

Take a Break

Zoom Meetings: A Guide to Success

Franklin Garrigues

Data Democratization: Customers Empowered to Share their Data in a Safe Manner

Greg Slade, West Vegh, Parker Wilson

Introducing FinStrong

Stephanie Holmes-Winton

Turn Financial Literacy Into Capability

Danielle Yoseloff, Parker Wilson, Spencer Morris

Actionable Data: Separating Yourself From the Competition

Take a Break

How to Solve a Rubik's Cube

Bob West

The Calculated Risks of a Top 50 CU that was Top 10 for PPP Loans

Mike Kane

Not All APIs are Equal: What Partner Banks Need to Know

Polly Phillips, Nate Caldwell, Cosme Salazar

Turning Today’s Data Into Tomorrow's Innovation: Increase Aggregation Rates with MX

Justin Adler

Getting to Know Post-Corona Mobile Banking

Gerald Ashby, Derek Bell

Analytics Suite Deep Dive

Andy Hernandez

Digital is Accelerating... Is There Still a Place for Omnichannel?

Money Experience Innovator Awards

Join us for the inaugural Money Experience Innovator awards.

Jeff Serio, Nate Caldwell

Empowering the World to be Financially Strong with Access to Data

Tanya Van Court

What ESPN, Nickelodeon, and Shark Tank Taught me About Family Advocacy

Take a Break

3 Ways to Boost Productivity with Justin Hale

David Nelsen

The New Age of Reward is the Ownership Economy

Emma Steeley

Transparency to Accelerate Growth through Open Banking

Allen Schramm

Digitizing the Enterprise

Gerald Ashby, Derek Bell

The Stories Data Can Tell You About Your Customers

Data Science Panel

Data Science: 2020’s Best Forecasting Tool

Mary Wisniewski

New Money, New Problems

Take a Break

1-minute Breathing Routine

Dan Jones

Hackers Know Your Organization? Do You Know Theirs?

David Whitcomb & Derek Bell

How Connectivity Drives Modern Banking Experiences

Take a Break

10-Minute Lunch Ideas with MX

Dan Latimore

Tracking the Changes in Banking Technology Strategy During COVID-19

Gerald Ashby, Derek Bell

Let's Get Personal; How to Bring Personalization to Marketing

Paul Schaus

The 2020 Playbook For Consolidation and M&A

Cosme Salazar

Introducing the MX Platform API

Jennifer Valentine

Leadership Strategies through a Pandemic

Erin Caldwell, Sam Howard, Derek Bowman

Customer Empathy to Drive Innovation

Darren Beyer

What Rocket Science Taught Me About Payments — K.I.S.S. (Keep it simple stupid)

Alexa Maher

Managing Customer Experience During a Pandemic

Mike Reese

Mobile Trends I Wish I Knew When I was in the Financial Industry

Imran Bhatti, Cosme Salazar

MX for Fintechs: From Your First Line of Code to Your Millionth User & Beyond

MXSummit2020 Event Platform Walk-through

Get to know the technology for today's event.