Forrester's Finance Forum 2007

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Agenda By Day

June 25, 2007

8:45 a.m.-8:50 a.m.

 

Welcome
Harley Manning, Vice President, Research Director, Forrester

8:50 a.m.-9:00 a.m.

 

Setting The Stage
Bill Doyle, Vice President, Principal Analyst, Forrester

9:00 a.m.-9:45 a.m.

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Turning Customer Experience Into A Competitive Weapon
Bruce Temkin, Vice President, Principal Analyst, Forrester

9:45 a.m.-10:30 a.m.

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Improving Sales Through A Focus On The Customer
Robert Salipante, President, Sun Life Financial U.S., Sun Life Financial

10:00 a.m.-5:00 p.m.

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One-On-One Meetings With Forrester Analysts

10:30 a.m.-11:15 a.m.

 

Morning Break In The Technology Showcase

11:15 a.m.-11:55 a.m.

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Financial Marketer Roundtable: Opportunities And Challenges In The New World
Emily Edwards, SVP, Online Sales Marketing, Bank of America
Catherine Graeber, null, Forrester
Justin Merickel, Finance Category Director, Yahoo!
Renee Soulliard, VP, "USCIM" US Card Indirect Marketing, Capital One Financial Corporation
Elizabeth Stelluto Dunaier, SVP, Enterprise Marketing Communications, Charles Schwab

11:55 a.m.-12:40 p.m.

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Building A North American Bank
William J Ryan, Chairman of the Board, TD Banknorth

12:40 p.m.-2:15 p.m.

 

Lunch In The Technology Showcase

2:15 p.m.-3:00 p.m.

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Track Sessions

3:00 p.m.-3:15 p.m.

 

Intermission

3:15 p.m.-4:00 p.m.

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Track Sessions

4:00 p.m.-4:15 p.m.

 

Intermission

4:15 p.m.-4:55 p.m.

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Is Achieving Customer Satisfaction Good Enough?
Ellyn A. McColgan, President, Distribution and Operations, Fidelity

4:55 p.m.-5:00 p.m.

 

Day One Wrap-Up
Bill Doyle, Vice President, Principal Analyst, Forrester

5:00 p.m.-7:00 p.m.

 

Networking Reception In The Technology Showcase Sponsored By TeaLeaf Technology



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