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Agenda By Day
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May 22, 2006 |
7:30 a.m.-8:45 a.m. |
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Event Registration, Technology Showcase, And Continental Breakfast
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8:45 a.m.-9:00 a.m. |
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Welcome And Setting The Stage
Bill Doyle, Vice President, Principal Analyst, Forrester
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9:00 a.m.-9:45 a.m. |
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Preparing For The New Realities
Bruce Temkin, Vice President, Principal Analyst, Forrester
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9:45 a.m.-10:30 a.m. |
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Serving Customers Across Channels
Susan Faulkner, SVP and Sales & Service Execution Executive, Bank of America
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10:30 a.m.-5:00 p.m. |
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One-On-One Meetings With Forrester Analysts
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10:30 a.m.-11:18 a.m. |
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Morning Networking Break In The Technology Showcase
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11:15 a.m.-12:15 a.m. |
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Panel Discussion: Capturing Retirement Dollars
T. Christian Armstrong, EVP, Sales and Marketing, TD AMERITRADE
Bill Doyle, Vice President, Principal Analyst, Forrester
Sean Hagerty, Chief Marketing Officer, Vanguard
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12:15 p.m.-1:00 p.m. |
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Platinum Sponsor Keynote: Capitalizing On The Consumers' Changing Path To Decision
Richard Kosinski, Category Development Officer, Business & Finance, Yahoo!
Justin Merickel, Finance Category Director, Yahoo!
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1:00 p.m.-2:30 p.m. |
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Lunch And Dessert In The Technology Showcase
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2:30 p.m.-4:00 p.m. |
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Breakout Session S1: Best Practices In Online Sales
Mike Bailey, Managing Director, Financial Services Practice, Compete
Catherine Graeber, null, Forrester
Catherine Muriel, Chief Marketing Officer, E-LOAN
Jessica Ordeman, Director, Consumer Experience, LendingTree
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2:30 p.m.-4:00 p.m. |
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Breakout Session S2: Creating Agility With Business Process Management
Becky Adriaenssens, SVP, Meadowbrook Insurance Group
Ron Ambuter, Vice President and Division Manager, Customer Service Technology, JP Morgan Chase
Marc Cecere, Vice President, Principal Analyst, Forrester
Mike Dumas, Wealth Investment Management Group, Bank of America
Connie Moore, Vice President, Research Director, Forrester
Mary Pilecki, null, Forrester
Tim Rolfing, Vice President, Business Process Services, Allianz Life
Robert Salazar, VP, Process Management, First Horizon Home Loans
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2:30 p.m.-4:00 p.m. |
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Breakout Session S3: Best Practices In Online Security And Fraud Prevention
Martha Bennett, null, Forrester
Jonathan Penn, Vice President, Forrester
Rob Shenk, Vice President, Retail Banking, E*TRADE Bank
Stan Szwalbenest, First Vice President, Consumer Risk Management, JP Morgan Chase
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4:00 p.m.-4:15 p.m. |
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Afternoon Networking Break In The Technology Showcase
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4:15 p.m.-5:00 p.m. |
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Serving Middle America
Jane J. Thompson, President, Wal-Mart Financial Services, Wal-Mart Stores
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5:30 p.m.-8:00 p.m. |
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Offsite Special Event At Métrazur At Grand Central Station
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