Close this search box.
Close this search box.

Banking Leadership Summit


10:00 – 10:05 am ET

Welcome from Chief Executive Group

10:05 – 10:45 am ET

Leadership Matters: How to Build a Resilient Bank that Can Thrive Post-Pandemic

Featured Speaker: Bruce Van Saun, Chairman and CEO, Citizens Financial Group

Changing customer demands, major technological advances and shifting economic conditions are rapidly and dramatically transforming the financial services industry, with the COVID-19 pandemic accelerating many of these changes. While these forces create challenges for banks, they also present enormous opportunities for firms that can harness the power of technology and innovation for the benefit of customers and all their stakeholders. To compete successfully in this dynamic business environment and be positioned well to support their customers during the coming recovery and over the long-term, banks must combine forward-focused leadership, the right strategic choices, a culture of innovation and decisive transformation. Citizens Financial Group Chairman and CEO Bruce Van Saun will offer his thoughts on navigating today’s highly dynamic environment and the importance of taking a long view while also demonstrating resilience and maintaining strong ongoing performance.

10:45 – 10:50 am ET


10:50 – 11:15 am ET

Confronting the Disruption Paradox

Featured Speaker: Ted Bililies, Managing Director and Chief Talent Officer, AlixPartners

Disruption isn’t new, but the pace at which it’s forcing change is accelerating. At the heart of the leadership challenge presented by disruption is a clear paradox: companies must not only mitigate the effects of disruption but also take advantage of its opportunities. Based on a survey of 3,000 executives across 8 industries, AlixPartners established a Disruption Index that measures both the magnitude of the impact of disruption and its complexity and found that financial services was the most disrupted of all industries surveyed. This session will share invaluable strategies to help your leadership team and board confront the disruption paradox – from corporate structure, culture, and managing talent to prioritizing strategies and making evidence-based decisions. Gain tips to help become the transformative leader your organization needs.

11:15 – 11:20 am ET


11:20 – 11:50 am ET

What the Rise of Crypto Means for Financial Services

Featured Speaker: Patrick Sells, Head of Bank Solutions, NYDIG

Cryptocurrency. Bitcoin. Stablecoins. Non-fungible tokens. Blockchain. These terms have been thrown around for years and, in general, much of the financial services industry has been skeptical of digital assets. But despite a negative reputation, public interest continues to rise. Cryptoassets are no longer something banks can ignore as it becomes more accepted globally with the value worldwide around $2.4 trillion. How—and when—will you offer these services to customers? How will you manage the significant risks and regulatory compliance requirements that come with them? How can you keep your customers safe, and protect your reputation? We’ll walk through these questions and more to help you better understand this rising asset class, so you can determine the right strategy for your bank.

11:50 am – 12:00 pm ET

Move to Breakouts

12:00 – 1:15 pm ET

Concurrent Peer-to-Peer Roundtables (attendees select one)

The Covid-19 Pandemic, low interest rates, CECL, focus on ESG and other factors are changing the landscape of bank incentive plans. Join this roundtable to engage in a group discussion of how banks are adjusting incentive plans to address evolving business strategies in this new and volatile environment. Discussion topics will include performance metric selection and goal setting, defining adjustments to financial performance results, incorporating discretion and qualitative judgment, and considerations for including ESG priorities in incentive plans.


  • Susan O’Donnell, Partner, Meridian Compensation Partners
  • Daniel Rodda, Partner, Meridian Compensation Partners

Nearly 80 percent of IT and security leaders believe their organizations lack sufficient protection against cyberattacks (IDG 2021). As financial institutions try to strengthen cyber security defenses, how can you increase confidence in your IT security and incident response posture? How can you weave operational resilience into your business continuity strategy, physical and cybersecurity, incident management and threat monitoring? And how can we ensure your digital transformation projects meet high levels of reliability and data accuracy, while meeting compliance guidelines? Join this roundtable to discuss how to deliver transformational change and build operational resilience while driving growth and improved customer experiences.


  • Ken Watson, Industry Solutions Director, Financial Services, Everbridge

The future of banking is digital. 2020 tested every organization’s leadership as never before and accelerated transformation imperatives to meet customers’ needs and expectations. Now, banks are shifting from defensive to offensive mode to scale their businesses. While technology is at the center of most growth strategies, you can’t do it without the right leadership with the right mindset. What steps are you taking to make sure you have the right talent surrounding you in your C-suite and boardroom to lead your organization? How are you addressing succession planning in key positions as you look 3 to 5 years out? How will you compete for the digital and technology experts you need to drive your strategy forward? How are you addressing diversity in your executive suite and boardroom? Join this roundtable to discuss these questions and related human capital priorities as you seek to upgrade your leadership team for tomorrow.


  • Scott Petty, Partner, Chartwell Partners

A rapidly changing risk and regulatory landscape is challenging banks to revisit how they manage compliance. Whether it is anti-money laundering or fraud, preventing and detecting suspicious activity is one of the greatest challenges for financial institutions. The stakes go beyond just monetary loss—your reputation, brand, culture and regulatory censure are on the line. How can finance teams think faster and act quicker to stay on top of the ever-changing world of financial risk? How can you get better insights into what risks and controls to prioritize so you can increase your protection? Regulators have made it clear that organizations are expected to show that they are leveraging data and applying modern analytics to draw insights and navigate the risks across their entire business network. Join this discussion with other CFOs to share ideas to help you implement a more complete, context-based risk assessment. Together, we’ll explore the importance of analytics in establishing stronger monitoring capabilities and steps you can take to more effectively monitor, detect and report suspicious activities that put your financial institution at risk.


  • Niru Suryanarayanan, Principal, Financial Crime Unit Technology, PwC

1:15 – 1:30 pm ET


1:30 – 2:15 pm ET

Building a Digital Ecosystem to Compete

Featured Speaker: Frank Bisignano, President and Chief Executive Officer, Fiserv, Inc.

Banks, which maintained their dominant position thanks to factors such as highly regulated environments, are seeing the emergence of new competitors that threaten to steal a substantial market share, if not displace the incumbent banks from their leadership position. As we continue to see an increase in the use of mobile payment apps, mobile check deposit, tap-and-pay cards and person-to-person payments, how can banks best weave between the physical and digital experience seamlessly for their customers? What role does open banking play, and how do banks implement the right infrastructure? We’ll explore these questions and more to help you implement a strategy to differentiate your bank and deliver a richer customer experience.

2:15 pm ET

Event Concludes


Strategic Planning Workshop

1:00 - 5:00 pm

Over 70% of Executives Surveyed Agree: Many Strategic Planning Efforts Lack Systematic Approach Tips for Enhancing Your Strategic Planning Process

Executives expressed frustration with their current strategic planning process. Issues include:

  1. Lack of systematic approach (70%)
  2. Laundry lists without prioritization (68%)
  3. Decisions based on personalities rather than facts and information (65%)


Steve Rutan and Denise Harrison have put together an afternoon workshop that will provide the tools you need to address these concerns.  They have worked with hundreds of executives to develop a systematic approach that will enable your team to make better decisions during strategic planning.  Steve and Denise will walk you through exercises for prioritizing your lists and steps that will reset and reinvigorate your process.  This will be a hands-on workshop that will enable you to think about your business as you use the tools that are being presented.  If you are ready for a Strategic Planning tune-up, select this workshop in your registration form.  The additional fee of $695 will be added to your total.

To sign up, select this option in your registration form. Additional fee of $695 will be added to your total.

New York, NY: ​​​Chief Executive's Corporate Citizenship Awards 2017

Women in Leadership Seminar and Peer Discussion

2:00 - 5:00 pm

Female leaders face the same issues all leaders do, but they often face additional challenges too. In this peer session, we will facilitate a discussion of best practices and how to overcome common barriers to help women leaders be more effective within and outside their organizations. 

Limited space available.

To sign up, select this option in your registration form. Additional fee of $495 will be added to your total.

Golf Outing

10:30 - 5:00 pm
General’s Retreat at Hermitage Golf Course
Sponsored by UBS

General’s Retreat, built in 1986 with architect Gary Roger Baird, has been voted the “Best Golf Course in Nashville” and is a “must play” when visiting the Nashville, Tennessee area. With the beautiful setting along the Cumberland River, golfers of all capabilities will thoroughly enjoy the golf, scenery and hospitality.

The golf outing fee includes transportation to and from the hotel, greens/cart fees, use of practice facilities, and boxed lunch. The bus will leave the hotel at 10:30 am for a noon shotgun start and return to the hotel after the cocktail reception following the completion of the round.

To sign up, select this option in your registration form. Additional fee of $295 will be added to your total.