The Financial Industry Virtual Event Directory

William Mills Agency has been producing our annual Trade Show Guide for over 15 years. Unfortunately, this year, many events have been cancelled. However, we are excited to see the fintech community respond with an outpouring of virtual conferences and webinars. To help everyone keep track of these events, we are organizing an online directory.

If you are hosting an upcoming virtual financial services event between May 1 and Labor Day and would like to be considered for inclusion in the guide, please send event details to kt@williammills.com

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Banking - Credit Union - Fintech - HR - Insurance - Mortgage - Payments - User Conferences

Banking

Regulatory Compliance Conference
June-7| American Bankers Association

To help stop the spread of the coronavirus, ABA has decided to cancel our planned in-person Regulatory Compliance Conference. In the meantime, ABA is working on a virtual alternative and will provide details in the near future. If you made plans to attend and have questions, please reach out to ABA directly by emailing support@aba.com

[Webinar] Effective Change Management Through ERM
16-Jun| Bank Director

Join Quantivate as they discuss the various tangents of data and the change management process that will help you make better risk-based business decisions to save time and money for your organization.

[Webinar] Creating or Maturing Your Vendor Risk Management Program
June-20| Venminder

Few areas of regulatory compliance have gotten as much attention as vendor management. The stakes are high, so there’s never been a better time to get a grasp on this important topic. This session will cover a tried-and-true approach to creating a vendor risk management program.

[Webinar] Beyond Bank Accounts: Creating New Value
June-24| Kasasa

Join us to learn from Kasasa's Keith Brannan, CMO, and Julie Roughton, Director of Brand Management,
how to deepen consumer relationships with products that account holders are already inclined to purchase
or are currently getting from someone else...while increasing your non-interest income.

[Online Course] IRA University
8-July | Ascensus

This six-week online course provides the tools to build a solid IRA knowledge base and become certified as a Certified IRA Specialist (CIS) I.

[Online Course] HSA University
9-Jul| Ascensus

HSA University creates an industry standard in HSA expertise with the accredited Certified Health Savings Professional (CHSP) designation. Expand your HSA knowledge in 75 minutes a week over 5 weeks in a format that is flexible to fit your busy schedule.

[Webinar] Complex Death Claims and How to Handle Them
14-Jul| Ascensus

Organizations are frequently dealt beneficiary death claims and may wonder how to resolve some of their more complex beneficiary issues, where there may be no or limited regulatory guidance. This is a comprehensive course that covers in-depth aspects of Traditional and Roth IRA beneficiary issues and best practices on how to handle death claims while mitigating risk. This course covers advanced aspects of IRA disclaimers, distributions to trust beneficiaries, reporting issues, disputes, minors as beneficiaries, and other compliance concerns with best practices for how to handle these complex death claim issues.

[Webinar] How to Classify Who Is a Critical Vendor
14-Jul| Venminder

Learn the process of how to clearly define and identify all of your critical vendors. This webinar is a great opportunity to dive deep into the process and learn what to do once you’ve determined a vendor is critical/non-critical.

[Webinar] IRA Legal Issues and How to Avoid Them
16-Jul| Ascensus

Although financial organization personnel do not give tax advice to clients, IRA administrators still may find themselves fielding legal questions. Generally there is no IRS guidance on how to handle IRA legal issues. This webinar covers some of the more common legal issues that may arise with IRAs, such as powers of attorney, guardianships, creditors, beneficiary issues, and divorce, as well as how to handle these types of transactions to help mitigate risk for your organization.

[Webinar] Protect Your Sensitive Data from the Inside First
28-Jul| Bank Director

Financial organizations handle an immense amount of sensitive data within their databases, and they face significant fines if that data is exposed or breached. Learn how you can ensure that your data assets are protected, not just from external threats, but also from malicious insiders or accidental accesses in this complimentary webinar.

[Webinar] Defining Proper Vendor Due Diligence Requirements
28-Jul| Venminder

Due diligence is a fundamental pillar to every vendor management program to effectively manage risk and meet regulatory expectations. Register for this session and Venminder will walk you through what you should be doing for due diligence on your third parties.

[Webinar] Tools to strengthen your coronavirus business continuity plans
On Demand | BAI

Do your disaster recovery and business continuity plans include pandemic planning and the threats associated with the recent coronavirus (COVID-19) outbreak? How can you strengthen your plans and better understand how other banks and credit unions are adjusting policies and procedures to protect both employees and customers?

[Webinar] The Cloud: Recovery and Resiliency is Just a Click Away
On Demand | Safe Systems

Listen to Safe Systems CTO Brendan McGowan as he explores several important decision factors for disaster recovery solutions, including user experience, financials, compliance ramifications, and cloud options.

[Webinar] Business Email Compromise – Preventing the Biggest Risk from Remote Users
On Demand | Safe Systems

This webinar will discuss the single most common attack used to target remote users in financial institutions and by far the most successful. Brendan McGowan, Chief Technology Officer at Safe Systems, will cover the main techniques used in these types of attacks and the cost effective solutions needed to mitigate them.

[Webinar] Ask Our Experts: Managing Banking IT Operations During a Pandemic
On Demand | Safe Systems

Join our Information Security Officer, VP of Compliance Services, and Chief Technology Officer for a live panel discussion. They'll share their knowledge on the lessons they've learned while navigating the coronavirus pandemic to help our customers keep their banking IT operations running efficiently and effectively.

[Webinar] Help your Customers Reduce the Risk of COVID-19 Identity Fraud
On Demand | Experian

Watch the video featuring expert, Brian Stack, Experian's VP of Dark Web Intelligence for the most recent trend data on cyber security and how to help your customers reduce the risk of COVID-19 related identity fraud.

[Webinar] Harnessing the Digital Customer Journey to Drive Customer Growth and Deepen Relationships in Uncertain Times
On Demand | BAI

Join us for this complimentary BAI webinar to hear experts define opportunities and challenges for financial services companies both to better engage customers and prospects and to better manage and optimize sustainable demand.

[Webinar] Fraud Trends in Banking
TBD | Fraud.net

Fraud.net will be hosting a webinar discussing fraud trends in banking. Timing is TBD, but reach out to info@fraud.net with questions.

[Webinar] Friendly Fraud
TBD | Fraud.net

Fraud.net will be hosting a webinar discussing the findings of a comprehensive report they are publishing regarding "Friendly Fraud." Timing is TBD, but reach out to info@fraud.net with questions.

[Webinar] COVID-19: Tough Choices in Tough Times
14-May | CUTimes

Credit union executives from around the country will join together for an open and direct discussion about the immediate and shifting impacts and changes happening in their credit unions. Panelists will discuss new emergency lending programs enacted to help members and small businesses stay afloat during the coronavirus crisis, in hopes they’ll be ready for the economic landscape that appears once the crisis is over.

Credit Union

[Webinar] A Credit Union Panel Discussion: Leaders Discuss the Pandemic Impact to Operations and Revenue
9-Jun | InterLutions

There is no doubt the pandemic impact and recessionary environment are taking its toll on the economy and changing consumer behavior across the globe. The impact on credit union revenue and operations, and the expectations of credit union staff and membership will be forever changed. Join Corporate Central, InterLutions, and a progressive group of credit union leaders as we discuss the challenges and opportunities our industry is experiencing. Our panel represents small, mid, and large credit union asset classes across several different states. We will also tap into the mind of Patrick Goodwin, an industry expert and President of Strategic Resource Management, to explore strategies credit unions can implement today to positively impact their 2020 budget.

[Webinar] COVID-19: A Check-In with CU Executives
10-Jun | CUTimes

In the second of its COVID-19 Series, CU Times will check in with CU executives from around the country to get a better sense of the challenges and successes they've been experiencing as we move from the initial shock to a normal pace setting in among the economic and social chaos.

TBD

[Webinar] Expanding Membership Engagement: Creating New Value
June-25| Kasasa, sponsored by CUNA Strategic Services

Join us to learn from Kasasa's Keith Brannan, CMO, and Julie Roughton, Director of Brand Management,
how to deepen consumer relationships with products that account holders are already inclined to purchase
or are currently getting from someone else...while increasing your non-interest income.

[Webinar] State of the Industry
25-June | NAFCU

NAFCU’s State of the Industry, June 25, is a complimentary virtual event for credit union executives and board members to get the data, trends and takeaways you need now, so you can make the urgent decisions necessary to keep your operations running strong amid the pandemic—and plan for the future. You’ll hear some of the industry’s best minds dissect the current state of affairs and examine what’s coming next.

[Webinar] Branch Banking Will Be Different After Coronavirus
On Demand | NAFCU

The economy is basically shut down so demand for retail financial services is too. Many firms are now finding that a remote workforce can be productive and cost-effective. As the pandemic lockdown continues will this restructuring of how business works in the United States, what will likely be the long-term impacts of this ‘new normal’ on demand for financial services?

FinTech Forward 2020
2-Jun| The FinTech Edge

Unlike physical conferences where you can end up sitting through content you just don't need, FinTech Forward 2020 is delivered entirely online. Dip in and watch the specific talks you need to transform your business, or catch them all. It’s up to you!

Fintech

FinTech Forward 2020
2-Jun| The FinTech Edge

Unlike physical conferences where you can end up sitting through content you just don't need, FinTech Forward 2020 is delivered entirely online. Dip in and watch the specific talks you need to transform your business, or catch them all. It’s up to you!

DataDay
2-4 Jun| Tearsheet

Tearsheet’s DataDay Conference is the premiere conference in the financial services industry that focuses on financial data, the ecosystems currently being build by data aggregators, and alternative sources of data used for financial decisioning. As apps and institutions further integrate, data and data sharing have become the building blocks of modern finance.

Fintech Generations Journey
3-Jun| Queen City Fintech

Join us for one of the premier fintech events in the country. Fintech Generations has featured some of the top speakers from around the world addressing emerging fintech topics such as the growing fintech ecosystem in the Southeast US. Also new at Fintech Generations 2020 is the Insurtech specific breakout panels.

FinTECHTalents Virtual Spring 2020
10-Jun| FinTech Talents

Introducing FinTECHTalents Virtual - A digital event featuring live streamed & pre-recorded sessions, 5000 Online attendees, 15 sessions and 50 rockstar speakers.

Finovate FinTech Halftime Review
22-Jun| Finovate

As we approach the half way mark of 2020, we review what’s happened in the fintech industry so far. A week of free-to-attend webinars, videos, whitepapers, eMagazines and more, with a new hot topic covered each day, and all content accessed online.

Finovate Asia
6-10 Jul | Finovate

Finovate is fintech innovation. We eat, sleep and breath fintech. FinovateAsia Digital is a global event with a local focus. Digitally meet international industry experts and discuss trends impacting Asian fintech through an immersive online platform. This isn’t like other digital events you’ve seen before. With 500+ global attendees and 100+ expert speakers there's no better way to stay informed and find the next big advantage, before your competition does.

DX Connect Digital
14-Jul | FinTech Connect

DX Connect will bring together the leading voices in global financial services to discuss best in class digital strategies. How do FIs maximise the digital revolution to increase their ROI, while adapting their systems to the ‘new normal’? What role does AI/ML play in driving this huge change? Are legacy architecture and IT systems up to the challenge? There will be 9 hours of digital keynotes and panels over a three day digital event.

TBD

HR

Remote Work Essential Knowledge: Educational Resources For You and Your Team
On Demand | NXTsoft

NXTsoft is offering free e-learning classes called “Remote Work Essential Knowledge.” The COVID-19 epidemic is forcing businesses to confront the reality of remote work technology and policies. Technology makes it easy to stay productive working remote, but are you certain that your employees know how to keep your company’s data safe and secure without the protection of your office network? Make sure your employees are educated on best practices for working remotely and securely. Access our FREE 5 class video series

Insurance

Fintech Generations Journey
3-Jun| Fintech Generations

"Join us for one of the premier fintech events in the country. Fintech Generations has featured some of the top speakers from around the world addressing emerging fintech topics such as the growing fintech ecosystem in the Southeast US. Also new at Fintech Generations 2020 is the Insurtech specific breakout panels. "

Digital Insurance Summit Virtual Event: Reimagining The Digital Customer Journey in Insurance
5-Jun| World Wide Business Research

Digital Insurance is a WFH friendly forum bringing together digital innovators from insurance companies, agencies, brokers and insurtechs to brainstorm strategies for acquiring and better serving customers. This virtual event will give you the practical insights and tools to strengthen your brand experience, keep customers loyal and embolden trust.

Legal League 100's Virtual Servicer Summit
14-May | The Five Star Institute

The mortgage servicing industry comes together to unpack the latest critical regulatory changes, COVID-19 updates, and proactive strategies in the Virtual Servicer Summit. Experts will discuss pressing issues for our industry in light of the global pandemic. The distance can’t separate you from connecting, and we want you to be part of this content-rich event from the comfort of your home.

Mortgage

[Webinar] Commercial Real Estate and COVID-19: Portfolio Management
1-May | MBA

Join MBA and industry experts for a bi-weekly look at the latest issues, concerns, and developments related to commercial real estate finance and the ongoing COVID-19 pandemic. MBA will announce a rotating panel of speakers that represent differing perspectives of the industry and can shed light on what you need to know now.

[Webinar] COVID-19 and Beyond: Adapting to the New Normal with DEI
6-May | MBA

Join MBA and industry experts for a bi-weekly look at the latest issues, concerns, and developments related to commercial real estate finance and the ongoing COVID-19 pandemic. MBA will announce a rotating panel of speakers that represent differing perspectives of the industry and can shed light on what you need to know now.

Legal League 100's Virtual Servicer Summit
14-May | The Five Star Institute

The mortgage servicing industry comes together to unpack the latest critical regulatory changes, COVID-19 updates, and proactive strategies in the Virtual Servicer Summit. Experts will discuss pressing issues for our industry in light of the global pandemic. The distance can’t separate you from connecting, and we want you to be part of this content-rich event from the comfort of your home.

Expediting eClosing and RON in the Current Environment – What You Need to Know Now
14-May | HousingWire

In this webinar, we’ll outline the technology progression and growth happening in eClosing and the steps lenders can take today to make every loan as “e” as it can be. We’ll provide the most current information on hybrid and full eNote eClosings, discuss the increases happening in eNote adoption, define the progression happening in eNotarization including RON, provide an overview of the eNotary landscape, and how to successfully implement your eClosing strategy.

MBA Live - Technology Solutions Conference
1 - 3 June | MBA

Topics will include COVID-19's current and future impact on your technology team, cybersecurity in a remote workspace, Remote Online Notarization (RON), digital solutions for origination and servicing, plus market and policy updates. Visit the website schedule for the complete list of sessions. Attendees will have an opportunity to interact with speakers through live Q&A and polling.

engage.marketing
11-Jun | HousingWire

In its third year, engage.marketing will bring industry marketers together to build relationships, identify best practices, and find out what it takes to build a successful marketing strategy.

engage.talent On Demand
On Demand | HousingWire

In February 2020, HousingWire brought mortgage leaders together to mastermind on recruiting and retaining top talent. Lucky for you, they had the cameras rolling and are posting all summit content as part of HW+!

Payments

CNP Virtual Summit Series 2020
14-Apr| Card Not Present (CNP)

The CNP Virtual Summit Series will include Merchant-only Meet-Ups (Each Tuesday at 2PM ET), Educational Sessions (Each Wednesday at 2PM ET) and a Virtual Solutions Hall

TRANSACT Connect
11-May| Electronic Transactions Association (ETA)

TRANSACT Connect is the new virtual event where financial institutions, networks, payments companies, FinTech and technology innovators will convene to make the deals that shape the industry. At TRANSACT Connect — May 11-15, 2020 — ETA will showcase and highlight not only where the payments technology industry came from, but also the astounding evolution of the industry and its impact on commerce.

The Money Show
11-May| MoneyShow

The NEW MoneyShow Virtual Event provides you with rare, real-time access to the financial industry’s brightest minds and companies via LIVE presentations where you can chat directly with the experts and fellow investors and traders from around the world. Plus, you can visit INTERACTIVE virtual booths featuring message boards, timely research, educational videos, exclusive discounts, prize drawings, and more!

Disputes and Chargebacks in the New Normal
14-May| Mercator Advisory Group and BHMI

Did you know that dispute volumes are forecasted to reach 33.4 million in the United States by 2022? In this webinar, we will explain the current dispute landscape, including the implications from the COVID-19 crisis. For example, dispute volumes are surging to historic levels as consumers try to recover funds paid to airlines, entertainment, lodging, transportation, and travel services. Some industry sectors are experiencing dispute rates in the range of 20%, which is far beyond the average level of four to five basis points.

Maximizing Market Share with Value-Added Digital Payment Services
17 -Jun and 20-Aug | Allied Payment Network

Financial institutions profit most when they earn the primary banking relationship of the customer. To gain and retain this relationship, it’s important to understand what today’s consumers demand from their chosen digital banking relationship. The harsh reality is community banks and credit unions are losing their grip on these valuable relationships. Consumers are utilizing digital payment services now more than ever, but increasingly they are doing so away from their financial institution's digital banking resources. Despite the fact that 53% of consumers say bill pay is the most important mobile banking feature, only 27% of them make online payments through their financial institutions (down from 40% in 2010). Every financial institution interested in its reputation for leading the digital experience through providing the money movement services consumers demand needs to take notice.

PayTech Connect
16-18 Jun | FinTech Connect

PayTech Connect will showcase developments from the global payments ecosystem, encapsulating everything from innovation in commercial payments, to best-in-class retail payment strategies. We're bringing the sector 9 hours of digital keynotes and panels over a three day complimentary digital event that will help the ecosystem make sense of what is the ‘new normal’ in paytech.

Smarter Faster Payments: Remote Connect
On Demand| NACHA

Thirteen educational sessions that would've been at Payments were offered as live webinars over the course of three days. All sessions will be recorded and qualify for 13 continuing education credits for AAP, APRP and CTP/CCM. You can now view these recordings On Demand!

Maximizing Your Pricing and Fee Structures
16 July | BHMI

The economic impact from the COVID-19 pandemic will most likely be seen for years. To ensure financial stability, payment processing companies including (but not limited to) payment networks, issuing banks, payment service providers, and merchant acquirers need to know they have the correct fee and commission strategy, are being proactive with their marketing opportunities, and are not leaving money on the table. Also, the ever changing federal and state government mandates dictate a cost-effective solution to comply with regulatory changes.

User Conferences

FIS Connect 2020
17-Jun| FIS

The market is moving fast. Financial Services institutions have to move faster to stay ahead of the competition and their client's needs. At FIS, with talent across every spectrum of the market to advance commerce and the financial world, we have the opportunity to help our clients rise to the occasion, thrive in this competitive marketplace and drive the change needed to set them apart from competitors. It's all about creating the answers they need today, not tomorrow - for our client success - for their client's success.