Agenda - Deluxe Exchange

5:00 PM
Welcome Reception

8:00 AM
Opening Featured Speaker

Barry McCarthy

Automation and Innovation: Two Drivers Steering the Evolution of AP and AR

Craig Jeffery

*Making the Business Case for Digital Payments

Christine Barry

Precision Marketing with Tri-Bureau Prescreen Campaigns

Adria Liss, Brian Jones, Leslie Bercher

Small Business Trends: Recruiting and Retaining Talent with Cloud-Based HR Solutions

Mark Johnson, Linda Novitt

Nonprofits: A $2.6 Trillion Opportunity for Financial Institutions

Andrew Mosawi, Tiffany Fortier
8:30 AM
Featured Speaker

Drew Brees

Automation and Innovation: Two Drivers Steering the Evolution of AP and AR

Craig Jeffery

*Making the Business Case for Digital Payments

Christine Barry

Precision Marketing with Tri-Bureau Prescreen Campaigns

Adria Liss, Brian Jones, Leslie Bercher

Small Business Trends: Recruiting and Retaining Talent with Cloud-Based HR Solutions

Mark Johnson, Linda Novitt

Nonprofits: A $2.6 Trillion Opportunity for Financial Institutions

Andrew Mosawi, Tiffany Fortier
9:45 AM
CoLab

Content Marketing: Upgrade Your Loan Product Marketing, Even in a Downturn

Derek Elmerick, Erin Gulden, Alexandra Moss

Opportunities to Bank on Within Treasury Onboarding

Christine Barry

Boosting Efficiency Through Automation in Payment Channels

Craig Jeffery, Rick Scholz, Jonathan Gustave

Running a Best-in-Class Check Program

Cathy Mills, Stephen Fletcher, Angie Simerda, Sherry Julian

Merchant Services Data: New Intel for a Competitive Marketing Edge

Kris Lazzaretti, Scott Steinberg
10:30 AM
Breakout Sessions

Content Marketing: Upgrade Your Loan Product Marketing, Even in a Downturn

Derek Elmerick, Erin Gulden, Alexandra Moss

Opportunities to Bank on Within Treasury Onboarding

Christine Barry

Boosting Efficiency Through Automation in Payment Channels

Craig Jeffery, Rick Scholz, Jonathan Gustave

Running a Best-in-Class Check Program

Cathy Mills, Stephen Fletcher, Angie Simerda, Sherry Julian

Merchant Services Data: New Intel for a Competitive Marketing Edge

Kris Lazzaretti, Scott Steinberg
11:25 AM
Breakout Sessions

Crush the Competition with Trigger Marketing

Mark McGuinn, Leslie Bercher, Rich Smith

How Financial Institutions Can Attract and Retain Government Clients to Increase Revenue

Terry McHugh, Phil Beavers, Tyler Sisneros

Serving Your Small Business Customers of Today, While Preparing for the Owners of Tomorrow

Sandy Hanson

Payment Digitization Trends, Dynamics and Solutions You Need to Know

Michael Reed, Tracey Engelhardt, Glen Sarvady

A Conversation with Jean Herrick, Chief Human Resources Officer, Deluxe

Jean Herrick
12:20 PM
Lunch

Strategies to Grow (Even When Your Marketing Budget Doesn’t)

Rupesh Patel, Samantha Lewis, Andrew Davidson

Top Priorities for Financial Institutions in 2023

Christine Barry, Rick Scholz

Introducing Deluxe Data Discovery (D3): The Importance of Audience Building for Marketers

Garry Capers, Krish Shetty

Healthy Opportunities for Financial Institutions in Healthcare Payments

Amy L. Crawford

Rules of Engagement: A Panel Discussion on Women in Leadership

Jessica Rowan, Erica Adams, Cheryl Mayberry McKissack, Jean Herrick, Stacia Dewitt-Hall
1:30 PM
Breakout Sessions

Strategies to Grow (Even When Your Marketing Budget Doesn’t)

Rupesh Patel, Samantha Lewis, Andrew Davidson

Top Priorities for Financial Institutions in 2023

Christine Barry, Rick Scholz

Introducing Deluxe Data Discovery (D3): The Importance of Audience Building for Marketers

Garry Capers, Krish Shetty

Healthy Opportunities for Financial Institutions in Healthcare Payments

Amy L. Crawford

Rules of Engagement: A Panel Discussion on Women in Leadership

Jessica Rowan, Erica Adams, Cheryl Mayberry McKissack, Jean Herrick, Stacia Dewitt-Hall
2:15 PM
CoLab

Standing Out in the Competitive Deposit Acquisition Landscape

Carolyn Massee, Jane Johnson, Chris Franceschina

The Winning Playbook: How to Compete With – and Defeat – Fintechs

Rebecca Walden, Brad Warmerdam, Tyler Sisneros, Michael Peterson

How to Smooth the Transition During a Merger or Acquisition

Rob Northway, Jackie Hooper, Anna-Marie Klingseisen, Dan Daigler

Annual Outlook: 2023 Consumer Lending Forecast

David Whitin, Rich Goldman, Sushaanth Srirangapathi

Receivables Nirvana: Finding the Superhighway to Straight-Through Processing

Crystal D. Stephens, Rick Scholz, Amy Cook

Driving Business Performance With Deluxe’s Next Level, Digital First Platforms

Yogaraj (Yogs) Jayaprakasam, Krish Shetty, Bill Alfveby
3:30 PM
Breakout Sessions

Standing Out in the Competitive Deposit Acquisition Landscape

Carolyn Massee, Jane Johnson, Chris Franceschina

The Winning Playbook: How to Compete With – and Defeat – Fintechs

Rebecca Walden, Brad Warmerdam, Tyler Sisneros, Michael Peterson

How to Smooth the Transition During a Merger or Acquisition

Rob Northway, Jackie Hooper, Anna-Marie Klingseisen, Dan Daigler

Annual Outlook: 2023 Consumer Lending Forecast

David Whitin, Rich Goldman, Sushaanth Srirangapathi

Receivables Nirvana: Finding the Superhighway to Straight-Through Processing

Crystal D. Stephens, Rick Scholz, Amy Cook

Driving Business Performance With Deluxe’s Next Level, Digital First Platforms

Yogaraj (Yogs) Jayaprakasam, Krish Shetty, Bill Alfveby
4:30 PM
CoLab Reception

8:00 AM
Featured Speaker

Kelly Palmer

*Futureproof Your Operations with a Smarter Accounts Receivable Strategy

Rick Scholz, Patrick Beahm, Paul Jarrett, Seth Marlowe

*Annual Outlook: 2022 Consumer Lending Forecast

Jean Roger, Jack Dobbin,

*Legitimizing the Role of Marketing in the C-Suite

Derek Elmerick, Sheryl Pattek, Dan Westhues, Robert Capozzoli

Crunch the Numbers: How to Win by Utilizing Your Current Data

Garry Capers
9:30 AM
Breakout Sessions

Digital and Direct Mail Marketing: Better Together

Martha Burns, Rich Goldman, Alexandra Moss

The Rising Importance of Tailoring to Industries in Treasury Management

Tom Heaton, Chad Parramore

Initiatives That Are Inspiring the Future of Our Nation’s Payments System

Derrick Carpenter, Reed Luhtanen

Live Demo: Pulling Back the Curtain on Deluxe’s Innovation Process

Scott Sanchez, Pat Moye

Back to the Future: NIM Management Lessons from the Past

Barry Adcock
10:45 AM
Breakout Sessions

Sessions

Annual Outlook: 2023 Mortgage Lending Forecast

Michael Fratantoni

How to Launch an Automated AR Strategy

Paul Jarrett, Tom Oberholtzer

Be the Leader You Need, Now

Samantha Beeler

Bridging the Wealth Divide: A New, Data-Driven Game Plan for Financial Institutions

Staci Glenn-Short
11:30 AM
Lunch

The Big Business of Serving Small Business Customers

Deborah Sweeney, Kevin Lewis

Character-Based Leadership: Inspiring Teams Through Personal Authenticity

Heather Teskey

*Best Practices to Optimize Campaigns to Get to Market Faster

, Casey Mauldin, Renu Dalessandro, Jack Dobbin

Competing with Goliath Using Pay-for-Performance Marketing

David Brauntuch
1:00 PM
CoLab
2:45 PM
Breakout Sessions

Corporate Treasury Management: Success Starts Here

Chip Zint, Matt Cunningham, Vito Nigro

Unlocking the Power of Payment Networks

Steve Buchberger, Marc Bartolomucci, Kevin Malvey, Gregory Prince

Reclaim Lost SMB Revenue in 2023 Through SaaS

Megan Baker, Natalia Leonardis

How to Unpack the Most Value from Mover Data

Audra Shue, David Brauntuch, John Poelking, Regina Nelson

Reinventing Your Business Through Deluxe’s Customer-First Framework

Deborah Sweeney, Matthew Borenstein
4:00 PM
Closing Featured Speaker

J.R. Martinez

Annual Outlook: 2023 Consumer Lending Forecast

David Whitin, Rich Goldman, Sushaanth Srirangapathi

Corporate Treasury Management: Success Starts Here

Chip Zint, Matt Cunningham, Vito Nigro

Unlocking the Power of Payment Networks

Steve Buchberger, Marc Bartolomucci, Kevin Malvey, Gregory Prince

Reclaim Lost SMB Revenue in 2023 Through SaaS

Megan Baker, Natalia Leonardis
5:00
Break
6:30 PM
Final Night Event

Welcome Reception

Opening Featured Speaker

Barry McCarthy

Automation and Innovation: Two Drivers Steering the Evolution of AP and AR

*Making the Business Case for Digital Payments

Precision Marketing with Tri-Bureau Prescreen Campaigns

Small Business Trends: Recruiting and Retaining Talent with Cloud-Based HR Solutions

Nonprofits: A $2.6 Trillion Opportunity for Financial Institutions

Featured Speaker

Drew Brees

Automation and Innovation: Two Drivers Steering the Evolution of AP and AR

*Making the Business Case for Digital Payments

Precision Marketing with Tri-Bureau Prescreen Campaigns

Small Business Trends: Recruiting and Retaining Talent with Cloud-Based HR Solutions

Nonprofits: A $2.6 Trillion Opportunity for Financial Institutions

CoLab

Content Marketing: Upgrade Your Loan Product Marketing, Even in a Downturn

Opportunities to Bank on Within Treasury Onboarding

Boosting Efficiency Through Automation in Payment Channels

Running a Best-in-Class Check Program

Merchant Services Data: New Intel for a Competitive Marketing Edge

Breakout Sessions

Show Sessions

Content Marketing: Upgrade Your Loan Product Marketing, Even in a Downturn

Opportunities to Bank on Within Treasury Onboarding

Boosting Efficiency Through Automation in Payment Channels

Running a Best-in-Class Check Program

Merchant Services Data: New Intel for a Competitive Marketing Edge

Breakout Sessions

Show Sessions

Crush the Competition with Trigger Marketing

How Financial Institutions Can Attract and Retain Government Clients to Increase Revenue

Serving Your Small Business Customers of Today, While Preparing for the Owners of Tomorrow

Payment Digitization Trends, Dynamics and Solutions You Need to Know

A Conversation with Jean Herrick, Chief Human Resources Officer, Deluxe

Lunch

Strategies to Grow (Even When Your Marketing Budget Doesn’t)

Top Priorities for Financial Institutions in 2023

Introducing Deluxe Data Discovery (D3): The Importance of Audience Building for Marketers

Healthy Opportunities for Financial Institutions in Healthcare Payments

Rules of Engagement: A Panel Discussion on Women in Leadership

Breakout Sessions

Show Sessions

Strategies to Grow (Even When Your Marketing Budget Doesn’t)

Top Priorities for Financial Institutions in 2023

Introducing Deluxe Data Discovery (D3): The Importance of Audience Building for Marketers

Healthy Opportunities for Financial Institutions in Healthcare Payments

Rules of Engagement: A Panel Discussion on Women in Leadership

CoLab

Standing Out in the Competitive Deposit Acquisition Landscape

The Winning Playbook: How to Compete With – and Defeat – Fintechs

How to Smooth the Transition During a Merger or Acquisition

Annual Outlook: 2023 Consumer Lending Forecast

Receivables Nirvana: Finding the Superhighway to Straight-Through Processing

Driving Business Performance With Deluxe’s Next Level, Digital First Platforms

Breakout Sessions

Show Sessions

Standing Out in the Competitive Deposit Acquisition Landscape

The Winning Playbook: How to Compete With – and Defeat – Fintechs

How to Smooth the Transition During a Merger or Acquisition

Annual Outlook: 2023 Consumer Lending Forecast

Receivables Nirvana: Finding the Superhighway to Straight-Through Processing

Driving Business Performance With Deluxe’s Next Level, Digital First Platforms

CoLab Reception

Featured Speaker

Kelly Palmer

*Futureproof Your Operations with a Smarter Accounts Receivable Strategy

*Annual Outlook: 2022 Consumer Lending Forecast

*Legitimizing the Role of Marketing in the C-Suite

Crunch the Numbers: How to Win by Utilizing Your Current Data

Breakout Sessions

Show Sessions

Digital and Direct Mail Marketing: Better Together

The Rising Importance of Tailoring to Industries in Treasury Management

Initiatives That Are Inspiring the Future of Our Nation’s Payments System

Live Demo: Pulling Back the Curtain on Deluxe’s Innovation Process

Back to the Future: NIM Management Lessons from the Past

Breakout Sessions

Show Sessions

Sessions