Overview of Speaking, Panel and Article Engagements: 2023-2024

Date: December 5-6, 2023 Role: Breakout Panel Session Leader Focus: Digital Banking for Community Banks I kicked off my speaking engagements for 2023 by leading a breakout session on digital banking at the CBA Tech Talk. The session explored emerging trends and innovations in the digital banking space, fostering robust discussions among industry experts on the future of banking technology.

Date: February 28 - March 1, 2024 Role: Breakout Panel Session Leader Focus: Importance of Digital Banking Initiatives At the GBA Operations & Technology Conference, I addressed the critical importance of digital banking initiatives. My discussion highlighted strategic approaches for implementing these initiatives effectively, emphasizing their role in enhancing customer engagement and operational efficiency.

Date: April 30, 2024 Role: Panelist Focus: Impact of ID Fraud and Mitigation Efforts I participated in a panel discussion at Anonyme Labs, focusing on the impact of fraud in the banking sector. We explored potential identity and fraud mitigation strategies, sharing insights on how banks can better protect themselves and their customers in an increasingly digital landscape.

Date: June 24-25, 2024 Role: Invited Speaker Focus: "Embracing the Digital Frontier: Why Community Banks Hesitate But Need to Launch Digital Banks" I was honored to be invited to speak at the American Banker Digital Banking Conference. My session addressed the hesitations community banks face in launching digital banking services and the imperative to embrace this shift. Following my presentation, an AB writer praised the quality of the content, and the insights shared during the session.

Date: September 9-11, 2024 Role: Panelist Focus: Blending KYC Regulations with Exceptional Customer Experience At the BCX Summit, I was invited to participate in a panel discussion focused on integrating Know Your Customer (KYC) regulations with an exceptional customer experience. Our discussion revolved around finding a balance between compliance and delivering seamless, customer-centric services.

"Banks that have launched digital-only brands" By Miriam Cross

These engagements reflect my ongoing commitment to advancing discussions around digital banking, fraud mitigation, and customer experience. Each opportunity has allowed me to share insights, foster collaboration, and contribute to the evolution of the banking industry in a digital age.