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 haley@williammills.com

Jump to Your Industry

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

Banking

[Webinar] Rollovers Between Retirement Plans and IRAs
5-May | Ascensus

Congress has passed new legislation that now allows even more generous rollover options. With 10,000 baby boomers turning age 65 every day and liberalized rollover options, more rollover questions are coming up now than ever before. This webinar explains some of the new rollover opportunities along with the evolving portability rules between IRAs and employer-sponsored retirement plans. It teaches financial organizations how to capture, facilitate, and report rollovers between retirement plans and IRAs.

Experience FinXTech
5-May | Bank Director

Bank Director presents: Experience FinXTech – this year moving from an in person conference to a virtual event – that allows key business leaders from the financial and technology communities to connect in a new way. Over a three-day period, we take a close look at the implications of technology on the business of banking, and explore how and where banks might generate top-line growth and bottom-line profits through the cultivation of new business relationships, collaboration and strategic investments.

[Webinar] Planning For The New Normal - Life After Crisis Mode - Evaluating Longer-Term Effects
5-May | American Bankers Association

How some of the most innovative banks in the industry are responding to the pandemic and start to plan for banking in the “new normal."

[Webinar] How COVID-19 Heightens The Need For Digital Solutions in Banking
6-May | Financial Brand

COVID-19 has disrupted banks’ traditional channels like nothing we have seen before, forcing branch closures, restructuring call centers to work remotely and testing digital delivery channels. Even after the epidemic, how consumers relate to their bank and do banking will be forever changed. Now, the question now is: Will banks be ready for this shift in consumer mentality once we’re on the other side of this epidemic?

[Webinar] 2020 Top 10 IRA Issues
7-May | Ascensus

This course will cover the hottest IRA topics we get questions about on Ascensus’ consulting lines.

The Power of Marketing in Uncertain Times – A Webinar Series
7-May | Temenos

You won’t want to miss this thought-provoking webinar series for marketers by marketers kicking off Thursday, May 7, 2020 with best-selling author Seth Godin! Stay up to date on what the best bank marketers at financial institutions across the country are doing during these unprecedented times to better serve their communities. Join us online from wherever you are starting May 7th at 9 am PDT / 11am CDT / 12pm EDT. Can’t join us on May 7th? Sign up now to access the content on demand.

MoneyShow May Virtual Event
11-May | MoneyShow

Watch LIVE market analysis, get timely portfolio advice and picks from the pros, and learn new strategies for investing and trading in today's volatile market environment.

[Webinar] IRA Fundamentals
12-May| Ascensus

For those who are new to IRAs or need a refresher, this webinar provides the fundamentals of Traditional and Roth IRAs. It covers IRA contributions, distributions, and portability—including the rules associated with rollovers between employer-sponsored retirement plans and IRAs. This course is a prerequisite for the Advanced IRA webinar.

[Webinar] Smarter Credit Management in the COVID Era
12-May| Scienaptic Systems Inc.

Current credit management and account treatment methods will not work as efficiently during an economic downturn. Risk management practices needs fine balancing with customer centric strategies to remain trusted partners. Do not miss the this opportunity to learn more in this webinar on the opportunity to win the long game without sacrificing much in the short term.

[Webinar] Vendor Complaints: A Cause for Enforcement Actions
12-May| Venminder

Customers will complain; you need a good response management system. While you have outsourced a process, when it comes to handling something such as consumer complaint data, the buck stops with you. Register to hear the importance of vendor customer complaints and how to handle them.

[Webinar] IRA Beneficiary Distributions – Part 1
14-May| Ascensus

With more baby boomers entering retirement, is your financial organization ready to handle complex beneficiary issues? Many IRA administrators find it difficult to understand the options that are available to IRA beneficiaries. This is part one of a two-part comprehensive course that covers in-depth aspects of Traditional and Roth IRA beneficiary options. This course also covers beneficiary election deadlines, distribution rules and restrictions, reporting requirements, and year-of-death required minimum distribution issues.

[Webinar] The Importance of Digital Banking with Lunar
14-May| Currencycloud

Digital banking has become even more important during this pandemic. Currencycloud talks to Lunar, a digital banking app from Denmark, about why digital banks are growing in importance, what their customers are looking for from a digital bank and what kind of partnerships like the one with Currencycloud it takes to build a digital bank! Join us on the 14 May at 1pm GMT.

[Webinar] Adapting to the New Normal: ATM Channel Distribution Post COVID-19
14-May| BAI

Join us for this complimentary BAI webinar to learn how outsourcing the management of your ATM fleet allows you to redirect the resources needed to invest in your digital strategy while simultaneously providing streamlined access to cash withdrawals and deposits for your account holders.

[Webinar] IRA Beneficiary Distributions – Part 2
19-May| Ascensus

Organizations that frequently deal with beneficiary death claims may wonder how to resolve some of their more complex beneficiary issues. This is part two of a two-part comprehensive course that covers in-depth aspects of Traditional and Roth IRA beneficiary options. This course covers advanced aspects of Traditional and Roth IRA beneficiary options—including beneficiary disclaimers, distributions to trust beneficiaries, reporting issues, and compliance concerns.

[Webinar] COVID19 Pandemic Essentials for Financial Institutions - Top Five Action Items in Technology and Operations
19-May| Konica Minolta Business Solutions

Join us as All Covered's Tara Swart, Director of Compliance Services and Dave McOlgan, Information Security Consultant, Financial review the Top Five Actions you need to take now to make sure your financial institution’s Operating and Technology environment remains secure and compliant during the COVID19 crisis.

[Webinar] IRA Withholding and Getting it Right
20-May| Ascensus

Are you correctly following the federal and state withholding rules? Learn how to notify IRA owners of their withholding rights, what to do with the withheld assets, what the foreign withholding requirements are, and what the potential penalties are for not withholding correctly.

[Webinar] Building and Maintaining a Compliant IRA Program
21-May| Ascensus

Is your financial organization’s IRA program in compliance? Compliance means following all IRS requirements for documents, tax withholding, and reporting, which results in a prosperous, penalty-free IRA program. This webinar guides attendees through the areas of IRA compliance and provides checklists to help manage the compliance process.

[Webinar] What do we do with deposits now?
21-May| BAI

Join us for this complimentary BAI webinar to hear a panel of industry executives provide their insights about what to do with deposits today and the future.

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] 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] 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.

[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.

Credit Union

[Webinar] How Will the CARES Act Affect Your Members' Retirement Savings?
1-May | NAFCU

Did you know the CARES Act has NEW provisions that affect your members' retirement savings? No doubt your members are looking for help to decipher the Act’s provisions – and perhaps you have questions, too. During this webinar you can learn more about the significant changes that have been made so that your credit union can better serve its members.

[Webinar] THE CARES Act – What It Means for Your Credit Union’s Retirement Plan
5-May | NAFCU

The CARES Act provides further support to both individuals and business impacted by COVID-19. This includes changes to plan distribution and tax policy. Pentegra is here to help you and your credit union navigate these changes. Join this webinar for a summary of the key provisions you need to know.

[Webinar] Small Dollar Lending and Payday Alternative Lending
11-May | NAFCU

More consumers are turning to small dollar and short-term loans, and credit union members are increasingly looking to their credit union for financing. This increase in small dollar lending, as well as the perception that these products tend to carry more risk, have led to a parallel increase in regulatory attention. In addition to recent changes to NCUA rules governing small dollar loans, the CFPB appears poised to implement the payment-related provisions of its now-delayed Payday Lending Rule.

[Webinar] Red Flags, Identity Theft and Internal Controls
12-May | NAFCU

More consumers are turning to small dollar and short-term loans, and credit union members are increasingly looking to their credit union for financing. This increase in small dollar lending, as well as the perception that these products tend to carry more risk, have led to a parallel increase in regulatory attention. In addition to recent changes to NCUA rules governing small dollar loans, the CFPB appears poised to implement the payment-related provisions of its now-delayed Payday Lending Rule.

[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.

[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] 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

AFT Webinar Series: Featuring John Augustine, CIO of Huntington Bank
1-May | AFT

The AFT board invites you to join them for the first session of the AFT Virtual Summit Series. Please join us on Friday 5/1 at 2pm EST to hear John Augustine, CFA the CIO of Huntington Bank, provide an economic update and his outlook on how Covid-19 will impact the US short and long term.

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| 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.

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

[Webinar] How Integrating Services Drove an Engaged, Healthy and Productive Workforce at AutoZone
6-May | WorldatWork

Over the past three years, AutoZone, with 96,000 employees, saw a 2,500%(!) increase in benefits participation, increased preventative care, reduced costs and more. How did the auto parts giant achieve this, especially because the typical employee spends less than 30 minutes a year learning about benefits? Hear from executives at AutoZone and Green Circle Life about strategies that generate a return on investment, combat the rise of healthcare costs and make employees more aware of their available benefits.

Insurance

Digital Transformation In Insurance: Customer Engagement and Operational Agility: A virtual experience
5-May | Arena International Events group

The Digital Transformation In Insurance event is ready to welcome you and other senior executives with an agenda that will tackle the pressing issues of the industry. This unique insurance event enables senior level executives from top insurance companies and insuretechs to evaluate and discuss solutions that will help increase customer engagement and improve operational agility.

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.

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+!

Maximizing Market Share with Value-Added Digital Payment Services
9-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.

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
9-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!

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.