CBA LIVE 2014: Red, White + Banking to Kick Off in Nation’s Capital

March 18, 2014

Washington, D.C. (March 18, 2014) – The Consumer Bankers Association (CBA) will host over 1,100 retail banking executives, including attendees from 70 national and regional banks at the Gaylord National Resort & Conference Center at National Harbor, MD from March 30 – April 2, 2014, for CBA LIVE 2014: Red, White + Banking, the premier annual conference for retail banking industry leaders.

Keynote addresses over the conference will be given by Gov. Tom Ridge on cyber-threats and recent retailer data breaches, as well as CFPB Director Richard Cordray on the state of regulation. A panel of retail banking executives from across CBA’s membership will discuss current industry trends and what the future may hold, while a group of experts on “disruption” will tackle issues which are sure to shape the direction of banking, including Bitcoin and competition in the digital space.

In addition to the keynote addresses at the general sessions, over 200 speakers will present more than 80 hours of customized forum programming across nine areas of focus for the retail banking industry, including the first ever forum focused on the Consumer Financial Protection Bureau. Among the speakers are 17 government officials from seven federal agencies and Congress, presenting their perspectives on current regulations and how the industry is responding. 

CBA will also present the Joe Belew Award to its member bank with the most innovative program supporting our nation’s service members, veterans and their families, as well as recognize the 2013 recipient of the Tem Woolridge award, which is presented to the top student from the Graduate School of Retail Bank Management.

“This year’s CBA LIVE will be the most highly attended edition of the premier event in retail banking. We are proud of the stellar line-up of speakers and forums who will focus on the issues which matter most to retail bankers,” said Richard Hunt, President and CEO of CBA.

Keynote Speakers

Tom Ridge, President and Chief Executive Officer, Ridge Global: Offering key strategies on cyber-attacks and recent retailer data breaches to create awareness, assess threats, mitigate risk and improve information sharing to ensure success in an uncertain world.

Richard Cordray, Director, Consumer Financial Protection Bureau: Sharing his views on the CFPB and how it will affect the industry in the coming year, as well as a Q&A session with Richard Hunt.

Data Releases

Jim Clifton, Chairman & Chief Executive Officer, Gallup, Inc.: To release new findings on how Americans view the retail banking industry.

Paul Kadin, Chief Development Officer, AOL Finance: Will unveil the CBA-AOL Financial Optimism Index tracking the personal financial outlook of American consumers.

Chris Musto, Managing Director, Novantas, Inc.: Will reveal the results of a proprietary digital marketing benchmarking and best practices study conducted with CBA member banks on digital marketing effectiveness.

Ben Hoffman, Partner, Oliver Wyman and Kirk Saari, Partner, Oliver Wyman: Will share results of a survey of retail bankers conducted in partnership with the CBA on competition and profitability in small business lending.

Panel Discussions

Retail Banking Executive Panel: A panel of top financial executives from the Consumer Bankers Association Board of Directors gives an inside view on current regulations, industry disruptors, innovators, and the future of banking. This in-depth discussion and Q&A will be led by CBA Chairman Andy Harmening, and will include:

Nandita Bakhshi, Executive Vice President & Head of Retail Distribution and Products, TD Bank 

William H. Howle, COO, U.S. Consumer & Commercial Banking, President of U.S. Commercial Banking, Citigroup Inc. 

Nuno Matos, Managing Director, Retail Banking, Santander Bank, N.A. 

Barry Sommers, Chief Executive Officer, Consumer Banking, Chase 

Moderator: Andy Harmening, Senior Executive Vice President, Regional Banking Group Head, Bank of the West

Disruptors Panel - Who is the Next “Blockbuster?”: Banking is changing. Competition isn't the branch across the street, but the Bitcoin exchange across the globe, the startup around the corner and the online bank across the internet. "Disruptors" are transforming commerce, reinventing distribution models, and achieving unprecedented levels of customer service. Visionary entrepreneurs are turning the traditional business world on its ear. See firsthand what "cutting edge" really means in banking today, featuring remarks by:

Jeffery Yabuki, President and Chief Executive Officer, Fiserv 

Tom Sanzone, Chief Executive Officer, Black Knight Financial Services

Kathryn Petralia, Co-Founder and COO, Kabbage, Inc. 

Richard Spitler, Co-CEO and Managing Director, Novantas, Inc.

Roy Schwartz, Chief Revenue Officer, POLITICO 

Carter Dougherty, Consumer Finance, Digital Currency, Bloomberg News 

Moderator: Richard Hunt, President and Chief Executive Officer, Consumer Bankers Association

full program is available online, and a mobile app, sponsored by Nomis Solutions, allows attendees to keep track of all the events at CBA LIVE 2014. The free app is available for iOS devices from the Apple App Store and for Android devices on Google Play.

Red, White + Banking is the fifth annual CBA LIVE event presented by CBA, the trade association for the retail banking industry. CBA is grateful to its Premier Sponsors Black Knight Financial Services, Equifax, Fiserv, MasterCard and Novantas for their commitment to supporting the retail banking industry and this event.

About CBA

The Consumer Bankers Association (CBA) is the trade association for today's leaders in retail banking - banking services geared toward consumers and small businesses. The nation's largest financial institutions, as well as many regional banks, are CBA corporate members, collectively holding two-thirds of the industry's total assets. CBA’s mission is to preserve and promote the retail banking industry as it strives to fulfill the financial needs of the American consumer and small business.