Sunday, April 27, 1–1:50 p.m.

Keeping B2B Payments Fraud at Bay

Speakers

• Andrew Moore - Senior Product Manager, Q2
• Laura McGortey - MBA, Director, Product Group Manager, Synovus Financial Corporation
• Tyler Stoltz - Fraud Manager, ECHO Health, Inc.

Proactively managing the risk of payments fraud is best embedded in your organization’s AP and AR processes. Fraud detection or protection is not optional nor a “nice to have.” The panel will discuss tools and tips, along with real-life successes and challenges of managing fraud.

Tuesday, April 29, 9:05–9:50 a.m.

Winning and Serving SMB Clients: Success Stories From the Field

Speakers

• Dean Jenkins - VP, Product Marketing, Q2
• Chris Chaten - SVP, Senior Director, Treasury Management Services, Digital Client Experience, First Citizens Bank
• Jennifer Dupre - VP, Business Solutions and Wire Operations Manager, Gulf Coast Bank & Trust Company
• Jyotsana Jagadish - Head of Corporate Products & Services, TD Bank, N.A.

With the urgency to drum up deposits and competition at an all-time high, small businesses may be the green field opportunity your financial institution needs to drive profitable growth. But how can you win and serve this segment at scale when every business’s needs are unique? Hear from a panel of financial institutions who are creating stronger, more profitable SMB relationships and come away with real strategies you can use to win in your markets too.

Wednesday, April 30, 8–8:50 a.m.

A Data-led Approach to Winning Small Businesses

Speakers

• Debbie Smart - Senior Product Marketer, Q2
• Christine Barry - Leader of Strategic Initiatives, Research, Datos Insights

Small and medium-sized businesses (SMBs) occupy a unique space in the financial services landscape, falling between consumer and commercial offerings. This gap presents a significant opportunity for financial institutions to capture market share by tailoring their products and services to meet the distinct needs of SMBs. Recent research reveals a critical challenge: the majority of small businesses are seeking solutions outside their primary financial institution to fulfill at least one financial need. Moreover, satisfaction with payment processes provided by financial institutions often falls short of expectations. In this session, speakers present the latest research findings on SMB financial needs and preferences, identify key areas where financial institutions are currently underserving SMBs, and explore innovative solutions to bridge the gap between SMB expectations and current offerings. They will discuss strategies for financial institutions to become the primary financial partner for SMBs and showcase successful case studies of institutions that have effectively captured the SMB market. Attendees will gain actionable insights to help their institutions develop targeted products, enhance payment processes, and ultimately win and retain small business customers in an increasingly competitive landscape.

Wednesday, April 30, 9:05-8:55 a.m.

Become the Hub for SMBs: How to Offer More than Traditional Banking Products

Speakers

• Jody McCrary – Principal Product Marketer, Q2
• Stephen Dow – Co founder & CEO, Monit
• Andrea Smiddly-Schlagel, AAP, CTP – Executive Vice President, Treasury Management, First Financial Bank, Texas

Small to medium-sized business owners have a lot to do to run their business in a given day. What financial institutions need to offer their SMB customers is a one-stop shop for all of their banking needs. With today’s technology, financial institutions can become that central hub, allowing SMBs to do it all. In this session, speakers explore the benefits and examples of how financial institutions can strengthen relationships with their small to mid-sized business customers by offering embedded fintech solutions through the digital banking platform.