Agenda
CONNECT. SHARE. GROW.
-
Tuesday, November 12th
-
TUE12:00 PM
-
Golf outing at Westlake Country Club (optional)
Tee off with industry peers and forge valuable connections on the greens! We're offering an exclusive opportunity to enjoy a round of golf at the prestigious Westlake Country Club. This is your chance to network in a relaxed setting while taking in the beautiful course views.
Interested in joining us for this unique golfing experience? Don't miss out! Please reach out to your Customer Success or Sales Manager for all the details and to secure your spot. Whether you're a seasoned pro or a casual player, this promises to be a memorable addition to your conference experience.
-
-
TUE3:30 PM - 6:00 PM
-
Registration Open & Happy Hour
Pick up your badge and join us for a lively networking happy hour, where you can connect with fellow attendees and enjoy refreshments in a relaxed, social setting.
-
-
TUE6:30 PM - 8:30 PM
-
Dine Around Dinners
-
-
-
Wednesday, November 13th
-
WED7:30 AM - 8:25 AM
-
Breakfast
-
-
WED8:30 AM - 8:45 AM
-
Opening Remarks
Join Q2 CEO, Matt Flake, as he kicks off BankOnPurpose with an opening address that sets an inspirational tone for the day and underscores the power of coming together in this format.
Presenter
-
Matt Flake
CEO & Chairman of the Board, Q2
-
-
-
WED8:45 AM - 9:35 AM
-
Making an Impact: Leading with Purpose, Empathy, & Resiliency
Join actor and former U.S. Army soldier J.R. Martinez for a compelling, vulnerable discussion on the ability we all share to impact others through leadership. Pulling from the influence that his strong immigrant mother had on his life, his role as colonel, and transformative experiences that challenged his sense of identity, J.R. shines light on the power of purpose, service, and resilience.
Presenter
-
J.R. Martinez
Army Veteran, Actor, Author
-
-
-
WED9:35 AM - 10:25 AM
-
From Submarines to Banking: Navigating Technological Paradigm Shifts
Join Sam Maule —a seasoned veteran with a decade of submarine service and 30 years in banking, payments, and technology—as he discusses how adaptability, precision, and teamwork are just as crucial to navigating the waters of AI and digital transformation as they are to venturing into the depths of the ocean.
In this session, you’ll gain practical strategies for embracing technological advancements, fostering a culture of innovation, and steering your institution confidently through the currents of change.
Presenter
-
Sam Maule
Head of Business Development, Moov.io
-
-
-
WED10:25 AM - 10:35 AM
-
Community Spotlight Partner
-
-
WED10:35 AM - 11:00 AM
-
Networking & Refreshment Break
-
-
WED11:05 AM - 11:55 AM
-
Hot Topic Roundtable Discussions
Join our Hot Topic Roundtable Discussions to dive into the most pressing issues and emerging trends in our industry. In this interactive session, you'll engage in collaborative problem-solving within a small group, each centered on a specific hot topic. Moderated by industry experts, these discussions will offer fresh perspectives, practical insights, and valuable networking opportunities.
Topics
Empowering Small Businesses: Innovative Strategies for SMB
Explore innovative approaches to serving small and medium-sized businesses ($1M-$5M revenue) in the banking sector. Discuss new financial products tailored for SMBs, digital solutions to streamline business banking, alternative lending models, and strategies to support small business growth. Examine how banks can become true partners in the SMB ecosystem, offering beyond-banking services and leveraging data analytics to better understand and serve this crucial market segment.
Digital Transformation: Reimagining Banking for the 21st Century
Explore strategies for implementing cutting-edge technologies, enhancing digital customer experiences, and transforming legacy systems to stay competitive in an increasingly digital banking landscape. Explore strategies on how to evolve customer preferences, drive innovative branch models, and enhance digital capabilities to create seamless omnichannel experiences.
Cybersecurity and Fraud in the Age of Open Banking
Engage with your peers in an interactive roundtable discussion focused on the latest cybersecurity and fraud challenges in banking. This is your opportunity to benchmark your approaches against fellow banking leaders, exchange actionable insights, and discuss effective practices for safeguarding sensitive financial data and maintaining customer trust in today’s complex environment. Join us to collaborate, share experiences, and gain valuable perspectives on tackling the evolving landscape of banking fraud and cybersecurity.
Leading with Treasury Management Sales: Moving from Productivity to Profitability
Discuss ongoing trends of commercially focused FIs shifting their approach to sales from high loan origination productivity to relationship pricing profitable via deposits and fee services. Explore various strategies to align commercial lenders, treasury management officers and relationship managers for businesses of all sizes and industry verticals or specializations. Review how market economics has driven these changes and discuss what the future might hold given current and forecasted changing market conditions.
-
-
WED12:00 PM - 1:00 PM
-
Lunch
-
-
WED1:05 PM - 1:55 PM
-
Fireside Chat: AI Done Right: Risk and Change Management Strategies for Tech-Forward Financial Institutions
Embracing AI isn't just about adopting cutting-edge technology—it's an organizational transformation that requires a robust framework of risk and change management strategies. And in the financial services space, integrating AI safely and responsibly only becomes more nuanced.
Join this session and hear from a panel of financial services leaders on prepping your organization for the challenges and opportunities presented by AI.
Presenter
-
Jill Castilla
CEO & President, Citizens Bank of Edmond
-
Jo Jagadish
Head of Digital Banking and Corporate Products and Services, TD Bank
-
Kirk Coleman
President, Q2
-
Sam Maule
Head of Business Development, Moov.io
-
-
-
WED1:55 PM - 2:35 PM
-
Meaningful Work: Process Vs. Purpose
Between endless emails, crowded calendars, contracts, and quarterly objectives, it’s easy to lose sight of why we do what we do. As soon as our days become more about checking boxes than championing our purpose, we miss out on our most meaningful work.
Join Q2’s Chief Technology Officer Adam Blue for a conversation on why it’s more important than ever to put our energy towards what really matters. Because in a society riddled with distractions, it’s up to us to keep the right things in focus.
Presenter
-
Adam Blue
Chief Technology Officer, Q2
-
-
-
WED2:35 PM - 3:05 PM
-
Networking & Refreshment Break
-
-
WED3:10 PM - 4:00 PM
-
FLUX - 8 Superpowers For Thriving in Constant Change
There’s an epidemic of change exhaustion occurring, with more change and uncertainty ahead. But a world in flux calls for a mindset that treats constant change as a feature, not a bug.
In this session, join renowned speaker, author, and change navigator April Rinne as she helps listeners adopt the “Flux Mindset” by honing in on eight superpowers that flip conventional ideas about leadership, success, and well-being on their heads. The result? Finding a sense of calm and lasting meaning amid the chaos.
Presenter
-
April Rinne
Change Navigator, Futurist, Author
-
-
-
WED4:00 PM - 4:15 PM
-
Closing Remarks
Presenter
-
Kirk Coleman
President, Q2
-
-
-
WED6:30 PM - 9:30 PM
-
BankOnPurpose Dinner & Party
Kick off BankOnPurpose in style, hosted at the enchanting Mattie's Green Pastures! This historic venue, nestled beneath majestic live oaks, offers a true taste of southern hospitality, where charm and warmth greet you at every turn. As the iconic peacocks roam the grounds, you'll enjoy an unforgettable evening filled with delicious food, fine wine, and creative cocktails—all with that signature southern flair. With plenty of special surprises, it’s the perfect way to experience the heart of hospitality —don’t miss it!
-
-
"Q2, as a technology company, established a platform to integrate multiple services and they took that same concept, brought it to BankOnPurpose and allowed us to network with other banks of different sizes and different backgrounds. It's more than just listening to speeches and presentations. It's about networking with other individuals." Hanmi Bank
“I came to the BankOnPurpose conference to collaborate with the different banks that are here and to understand the pain points that everybody else is going through, understand the market and come back with some new ideas to bring back to my team.” TD Bank
“I find myself always enjoying the conference but it also takes me from my head down environment of running a business to really thinking about where I need to be going, challenging my thoughts on my leadership style, learning from others about their leadership style, and really opening my mind to something beyond what I find myself getting suffocated in the day-to-day.” United Bank
“It wasn’t just a conference based on interest rates and market conditions. It’s really finding the motivational factors of how to create a better culture.” Cross Keys Bank
“Austin is great, when I left it was 40 degrees and raining in Maine, and when I came down here it’s 91 degrees, that was a nice change. Austin just has a great vibe to it.. it’s the perfect place for this conference.” TD Bank
“Just finished attending the BankOnPurpose Conference. It is truly one of the most thought provoking and relevant conferences I’ve been fortunate enough to attend the past two years.” United Bank