Agenda

  1. Tuesday, November 2nd

    1. 10:00 a.m. - 11:00 a.m. CST

      1. Keynote Presentation

        Presenters
        • Matt Flake

          Chief Executive Officer

        • Will Furrer

          Chief Strategy Officer

        • Katharine Briggs

          SVP & General Manager, Q2 PrecisionLender

    2. 11:00 a.m. - 11:50 a.m. CST

      Choose from four concurrent sessions

      1. Creating Digital Experiences That Customers Love

        Consumers and businesses expect a personalized digital experience that is aligned with their financial needs and interests. Eighty percent of digital users across all industries are more likely to do business with a company that provides personalized experiences and 75% of small and medium sized businesses now say they would switch FI's for a better digital experience. In this session, we will show how FI's can use the power of the Q2 platform to deliver personalized experiences to differentiate in the market.

        Presenters
        • Anthony Ianniciello

          VP Product and Development

      2. Creating Straight Through Processing – Becoming More Efficient With Integrated Payables and ERP Integrations

        Our world is becoming more and more efficient every day. Workflows are streamlined with new technologies, communicating across the world is as simple as jumping on the internet and sending a message, and the way we bank continues to innovate and evolve. Middle market and large corporations that use ERP Systems are looking to manage their finances within one system. However, for their Accounts Receivable, Accounts Payable, and Cash Management processes, they are still having to replicate their financial data and transactions by logging into their FI online banking site(s) and manually uploading and downloading files. What they really want (and need) is straight through processing.

        Integrated Payables and ERP Integration is the new frontier for these middle market and large corporations. These tools allow business customers to efficiently and seamlessly interface with their FIs, while strengthening client relationships and increasing revenue. In this session, hear how Q2 is providing financial institutions the ability to give their customers true automation with streamlined to processes that eliminate the manual tasks formerly common in these transactions.

        Presenters
        • Allyson Lutz

          Sr. Manager of Product Management

        • Kathleen Dwyer

          Senior Director Product & Engineering

      3. Commercial Loan Origination, Pricing, and Structuring – Efficiency Only Matters if It’s Effective

        Originating commercial loans can feel like a complex web of priorities involving customer expectations, revenue pressure, tight margins and an internal workflow that spans the RM and Credit functions. Most banks aren’t giving their front-line relationship managers the tools and insights they need to deliver a customer experience that separates them from the competition. What’s more they’re often winning deals that are actually bad for the bank’s portfolio or losing deals that then result in lost relationships.

        Join us to see how Q2 is rethinking the commercial loan origination process to drive a better experience – both for a bank’s clients and employees – that result in stronger, more profitable relationships. After all, what good is efficiency if you aren’t being more effective?

        Presenters
        • Taylor Adkins

          VP Product Management

        • Rollie Tillman

          Principal Solution Consultant

      4. A New Era of Integration – An Exploration of How Open-Platform Development Empowers FIs to Innovate and Differentiate

        As banks and credit unions continue to feel immense pressure to innovate and offer more personalized account holder experiences, many are looking to third parties' solutions. While outsourcing to a third-party may seem like a more efficient path than the FI tackling the project internally, the traditional model for custom third-party integrations can still be costly, time-consuming, and challenging for the FI. What if there was another (a better) way?

        In this session, learn about how Q2 is leading an industry shift toward an open-platform integration methodology that eliminates significant pain and expense of third party integrations - and what that means for the pace of innovation at your financial institution. Join us as we explore the evolution of integrations in our industry and learn about progressive - yet approachable - strategies to enable unmatched flexibility and speed to deliver the best customer and member experiences.

        Presenters
        • Brian Mego

          Principal Software Engineer

        • Jody McCrary

          Senior Marketing & Sales Program Manager

    3. 12:00 p.m. - 1:00 p.m. CST

      1. Group Networking & Sponsors

  2. Wednesday, November 3rd

    1. 10:00 a.m. - 11:00 a.m. CST

      1. Keynote Presentation

        Presenters
        • Matt Flake

          Chief Executive Officer

        • Will Furrer

          Chief Strategy Officer

        • Katharine Briggs

          SVP & General Manager, Q2 PrecisionLender

    2. 11:00 a.m. - 11:50 a.m. CST

      Choose from four concurrent sessions

      1. Creating Digital Experiences That Customers Love

        Consumers and businesses expect a personalized digital experience that is aligned with their financial needs and interests. Eighty percent of digital users across all industries are more likely to do business with a company that provides personalized experiences and 75% of small and medium sized businesses now say they would switch FI's for a better digital experience. In this session, we will show how FI's can use the power of the Q2 platform to deliver personalized experiences to differentiate in the market.

        Presenters
        • Anthony Ianniciello

          VP Product and Development

      2. Creating Straight Through Processing – Becoming More Efficient With Integrated Payables and ERP Integrations

        Our world is becoming more and more efficient every day. Workflows are streamlined with new technologies, communicating across the world is as simple as jumping on the internet and sending a message, and the way we bank continues to innovate and evolve. Middle market and large corporations that use ERP Systems are looking to manage their finances within one system. However, for their Accounts Receivable, Accounts Payable, and Cash Management processes, they are still having to replicate their financial data and transactions by logging into their FI online banking site(s) and manually uploading and downloading files. What they really want (and need) is straight through processing.

        Integrated Payables and ERP Integration is the new frontier for these middle market and large corporations. These tools allow business customers to efficiently and seamlessly interface with their FIs, while strengthening client relationships and increasing revenue. In this session, hear how Q2 is providing financial institutions the ability to give their customers true automation with streamlined to processes that eliminate the manual tasks formerly common in these transactions.

        Presenters
        • Allyson Lutz

          Sr. Manager of Product Management

        • Kathleen Dwyer

          Senior Director Product & Engineering

      3. Commercial Loan Origination, Pricing, and Structuring – Efficiency Only Matters if It’s Effective

        Originating commercial loans can feel like a complex web of priorities involving customer expectations, revenue pressure, tight margins and an internal workflow that spans the RM and Credit functions. Most banks aren’t giving their front-line relationship managers the tools and insights they need to deliver a customer experience that separates them from the competition. What’s more they’re often winning deals that are actually bad for the bank’s portfolio or losing deals that then result in lost relationships.

        Join us to see how Q2 is rethinking the commercial loan origination process to drive a better experience – both for a bank’s clients and employees – that result in stronger, more profitable relationships. After all, what good is efficiency if you aren’t being more effective?

        Presenters
        • Taylor Adkins

          VP Product Management

        • Rollie Tillman

          Principal Solution Consultant

      4. A New Era of Integration – An Exploration of How Open-Platform Development Empowers FIs to Innovate and Differentiate

        As banks and credit unions continue to feel immense pressure to innovate and offer more personalized account holder experiences, many are looking to third parties' solutions. While outsourcing to a third-party may seem like a more efficient path than the FI tackling the project internally, the traditional model for custom third-party integrations can still be costly, time-consuming, and challenging for the FI. What if there was another (a better) way?

        In this session, learn about how Q2 is leading an industry shift toward an open-platform integration methodology that eliminates significant pain and expense of third party integrations - and what that means for the pace of innovation at your financial institution. Join us as we explore the evolution of integrations in our industry and learn about progressive - yet approachable - strategies to enable unmatched flexibility and speed to deliver the best customer and member experiences.

        Presenters
        • Brian Mego

          Principal Software Engineer

        • Jody McCrary

          Senior Marketing & Sales Program Manager

    3. 12:00 p.m. - 1:00 p.m. CST

      1. Group Networking & Sponsors

Questions?

Contact us at Q2Connections@q2.com to learn more.