Banking CIO Outlook
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Banking CIOOutlook

Fryar Financial: Building the Foundations of Long-Term Financial Security

Building the Foundations of Long-Term Financial Security

 Marcus Fryar, Investment Adviser Representative
Slowing Down to Move Fast-Culture as a Competitive Advantage

Slowing Down to Move Fast-Culture as a Competitive Advantage

 Jeff Semonovich, CIO, Western Alliance Bank
Banking and Treasury Management: A Case for Strategic Planning

Banking and Treasury Management: A Case for Strategic Planning

 Ann Darnaby, Senior Vice President, Director of Treasury Services, Gateway First Bank
The Financial Advisor Retirement Wave

The Financial Advisor Retirement Wave

 John Turner, VP - Investment Advisor Lending, Live Oak Bank
Financial Freedom - The New Definition of Wealth

Financial Freedom - The New Definition of Wealth

 Dina Kotsopoulos, Head of Wealth, ING Australia
Bringing Banking to the People

Bringing Banking to the People

 Lito Villanueva, Executive Vice President and Chief Innovation & Inclusion Officer, Rizal Commercial Banking Corporation at RCBC
Alternative Allocation Perspective

Alternative Allocation Perspective

Filippo Casagrande, Head of Insurance Investment Solutions at Generali Asset & Wealth Management
What Matters Most - Financial Independence!

What Matters Most - Financial Independence!

 Marcus W. Fryar, CFP®, ChFC®, SE-AWMATM, CRPCTM, MBA Investment Adviser Representative, Fryar Financial
Transforming Wealth Management in the Digital Era

Transforming Wealth Management in the Digital Era

 Andre Cardoso, Head of Wealth Management – US, Inter
Opening the Vault - Banking's Greatest Opportunity is in Sharing it's Greatest Asset

Opening the Vault - Banking's Greatest Opportunity is in Sharing it's Greatest Asset

 Dagan J. Sharpe, Director of Wealth Management & Region Bank Manager, SVP, Queens-borough National Bank and Trust Co
Future-Proofing the Industry

Future-Proofing the Industry

 Tim Lang, Senior Executive Vice President and Chief Technology Officer, MicroStrategy
Key Trends in Wealth Management

Key Trends in Wealth Management

 Journey May, Director - Wealth Management, Associated Bank
The Reemergence of Formal In-House Credit Training Programs in the Banking Industry

The Reemergence of Formal In-House Credit Training Programs in the Banking Industry

 Sandra Williams, Senior Vice President, Senior Credit Officer at Liberty Bank - CT
4 Commonly Used Wealth Transfer Strategies

4 Commonly Used Wealth Transfer Strategies

 Jeanne Krigbaum, Chief Wealth Planning Officer, Old National Wealth Management, Old National Bank
Helping Provide Financial Security through a People-focused Approach to Portfolio Management

Helping Provide Financial Security through a People-focused Approach to Portfolio Management

 Yesim Tokat-Acikel, Managing Director, Portfolio Management, Principal Asset Management

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