Agenda: Datos Insights' Retail Bank Transformation Americas 2026

Monday, June 8, 2026
3:00 PM - 4:15 PM	Women in Retail Banking Panel and Networking Reception (This session is open to all women who are attending the event.) Andrea Ruiz Rabadan - Wright-Patt Credit Union Andrea Scalise - Atlantic Union Bank Kavitha Venkita - Datos Insights Kristin Robertson - Backbase
4:00 PM - 4:30 PM	Arrival and Registration
4:30 PM - 5:30 PM	Innovation Showcase Presentations
5:30 PM - 7:00 PM	Welcome Reception
Tuesday, June 9, 2026
8:00 AM - 8:45 AM	Breakfast
8:45 AM - 9:05 AM	Welcome Remarks Erika Baumann - Datos Insights Jennifer Ham - Datos Insights
9:05 AM - 9:25 AM	State of the Union Erika Baumann - Datos Insights
9:25 AM - 9:45 AM	Industry Keynote - Surviving in a Period of Extreme Change Eddie Lopez - Truist Gilles Ubaghs - Datos Insights
9:45 AM - 10:05 AM	Datos Keynote - The Fragmented Relationship – Rebuilding Primacy: Why Retail Banking’s Growth Model Is Breaking and How to Rebuild It David Albertazzi - Datos Insights
10:05 AM - 10:30 AM	Coffee & Networking Break
10:30 AM - 10:50 AM	Track 1 Hyperpersonalization Transforms Retail Banking Engagement Andrea Ruiz Rabadan - Wright-Patt Credit Union David Albertazzi - Datos Insights Michael Zell - Boeing Employees Credit Union (BECU)		Track 2 Reimagining the Branch: Why Banks Are Doubling Down on the Human+Digital Approach Brady Murphy - Coconut Software Gilles Ubaghs - Datos Insights Lay Ling Khoo - Samsung
10:50 AM - 11:10 AM	Track 1 Building Customer Loyalty Through Financial Wellness Hannah Gdalman - Financial Health Network Brinn Thorsten - Central Bank Ariana-Michele Moore - Datos Insights		Track 2 Rethinking the Digital Front Door Gilles Ubaghs - Datos Insights
11:10 AM - 11:30 AM	Track 1 Building Customer Loyalty Through Account Switching Automation Terry Boring - PNC Financial Services Group David Albertazzi - Datos Insights		Track 2 Data Modernization in Practice: Privacy, Security, and Governance — Where to Begin Michelle Balog - NuMark Credit Union Brent Plummer - Bank Of America Corp Stewart Watterson - Datos Insights
11:30 AM - 11:45 AM	Break
11:45 AM - 12:30 PM	Roundtable The New Frontier of Small Business Payments (Financial Institutions Only) Gilles Ubaghs - Datos Insights	Roundtable Defending the Digital Wallet: Fraud, Identity, and the Trust Imperative in Modern Payments (Financial Institutions Only) Matt Kamisher-Koch - Datos Insights Ravi Loganathan - Sardine		Roundtable Retaining Primacy in the Age of Fragmented Banking (Financial Institutions Only) David Albertazzi - Datos Insights
12:30 PM - 1:30 PM	Lunch
1:30 PM - 1:50 PM	Track 1 The Customers You Don’t Know You Have: Micromerchants and Hidden Small Business Demand Gilles Ubaghs - Datos Insights		Track 2 Securing the Journey: Balancing Customer Experience, Compliance, and Change in Digital Transformation Jason Plamp - Arvest Bank Gillian Shaw - Datos Insights
1:50 PM - 2:10 PM	Track 1 Who Owns the SMB Relationship? Breaking the Consumer vs. Commercial Divide Philippe Daoust - National Bank of Canada Andrea Scalise - Atlantic Union Bank Gilles Ubaghs - Datos Insights		Track 2 Building the Digital FI: Transformation, Trust, and the Customer Experience Henry Jones - Story Financial Partners Gillian Shaw - Datos Insights Kamran Naqvi - Technology Credit Union
2:10 PM - 2:30 PM	Track 2 Securing Wells Fargo ATMs: An Integrated Approach to Digital and Physical Threats Frank DiGangi - Wells Fargo Gillian Shaw - Datos Insights
2:30 PM - 2:45 PM	Movement Break
2:45 PM - 3:05 PM	Track 1 Utilizing AI for Achieving Targeted Revenue Growth and Cost Reduction Todd Purcell - TD Bank Group Matt Kamisher-Koch - Datos Insights		Track 2 Designing Digital Journeys That Build Lasting Loyalty Michelle Davis - Truist Brandon Watkins - Avadian Credit Union David Shipper - Datos Insights
3:05 PM - 3:25 PM	Track 1 Moving From Isolated Experimentation to Scalable, Responsible AI Delivery Through an AI Center of Excellence Meredith Winegar - Old National Bank Sarah Hartung - Old National Bank Matt Kamisher-Koch - Datos Insights		Track 2 The Branch is Back: Serving Small Businesses and The Communities They Call Home Gillian Shaw - Datos Insights Jeff Lewis - U.S. Bank
3:25 PM - 3:45 PM	Track 1 Driving Digital Adoption in Consumer Lending and Exploring Ways to Increase Innovation Through AI Sneha Patel - Wells Fargo Matt Kamisher-Koch - Datos Insights		Track 2 How Can FIs Run More Efficient Branches and Improve Customer/Member Experience at the Same Time? Gillian Shaw - Datos Insights BARRY DANZ - Glory John Gornik - Glory Global Solutions Scott Andrew - Glory Global Solutions
3:45 PM - 4:15 PM	Expo Exploration Break
4:15 PM - 4:45 PM	Track 1 The New Digital Banking Stack: Connectivity, Flexibility, and Transformation Kyle Stutzman - Kinective Rob Swallow - Datos Insights		Track 2 Bank BIN Sponsorship Opportunities Kent Landvatter - FinWise Bank Chris Rigoni - Axiom Bank David Shipper - Datos Insights
4:35 PM - 4:55 PM	Track 1 Digital Transformation: Bit by Bit Scott Abeel - Q2 Carol Ng - Amalgamated Bank Rob Swallow - Datos Insights		Track 2 The Future of Instant Payments: Beyond Speed to Smart, Scalable Experiences Prasad Jahagirdar - Truist Stewart Watterson - Datos Insights
4:55 PM - 5:15 PM	Track 1 Maximizing Physical Touchpoints Through Recycling Frank DiGangi - Wells Fargo Rob Swallow - Datos Insights		Track 2 Preparing for Open Banking Enablement Tim Mills - Regions Bank Stewart Watterson - Datos Insights
5:15 PM - 5:30 PM	Closing Remarks
5:30 PM - 6:30 PM	Networking Reception