Thank you to all of our attendees, speakers, and sponsors for helping to make Aite Group's
Second Annual Small-Business User Experience Forum such a success!

The sessions are now available to view on-demand until Friday, May 7 at 6:00pm EDT with the login details you received to access the virtual event site. If you have not registered for this event, but would like access to view the sessions on-demand, please register here. Thank you!

Aite Group’s Second Annual Small-Business User Experience Forum

The COVID-19 pandemic has changed the face of banking forever. While the “new normal” is still being determined, one thing we know for sure is that a bank’s ability to deliver real-time, seamless, and automated digital experiences and transactions to its business customers is critical to success. Further, platform extensibility, fintech partnerships, and greater use of embedded data for money management tools and fraud prevention are now expected. User experience has become a key point of differentiation, and your competition is no longer just the bank next door.

Join Aite Group research director Christine Barry along with senior analysts Erika Baumann, David O’Connell, and Gilles Ubaghs on Wednesday, April 21 and Thursday, April 22 for a dynamic virtual event experience exploring key small-business issues, digital transformation, and bank innovation. Hear from industry thought leaders about key bank strategies and tactics that can be implemented for greater success as well as how technology is evolving to support a quickly changing environment.

Key Reasons to Attend:

  • Participate in interactive panel discussions covering some of the industry’s hottest topics, including small-business digital experiences, use cases for real-time payments, building the right fintech ecosystem, supporting new money management requirements, and leveraging lessons learned from the Paycheck Protection Program (PPP) to prevent lending fraud.
  • Network and exchange ideas with bank and credit union executives as well as top technology providers and thought leaders through an interactive virtual experience.
  • Hear from Aite Group analysts about key trends impacting your business, and get recommendations on how to best position your organization for future success in today’s evolving industry.

Who Should Attend:

Senior-level banking executives and financial industry leaders, including top technology providers, focused on exceeding new small-business expectations around user experience, payments, and lending, and on expanding capabilities beyond those traditionally offered by the banking industry.

Aite Group Event Chairs and Moderators

Christine Barry
Research Director,
Aite Group
Erika Baumann
Senior Analyst,
Aite Group
David O’Connell
Senior Analyst,
Aite Group
Gilles Ubaghs
Senior Analyst,
Aite Group

Featured Speakers

Jeffrey Bajek
Chief Credit Officer,
Platinum Bank  

Eytan Bensoussan
Co-founder and CEO,

Steve Buchberger
Vice President Digital Payments and Alliances,

Will Cameron
SVP, Community and Regional Financial Institutions,

Kareem Chouli
Chief Revenue Officer,

Norm DeLuca
Managing Director, Banking Solutions,

Frank DiPuma
EVP, Director, Enterprise Commercial Products,
Zions Bank

Casey Dorsey
Small Business Segment and Strategy Leader,
Wells Fargo

Steve Dow

John Dugan
Business Banking Payments and ​​​Digital Lead,
M&T Bank

Jim Maimone, CTP
SVP, Senior Payment Hub Product Manager,
Citizens Bank

Robert Mancini
Head of Payments,

John Merrill
Director of Product Management,

Connie Payne
Regions Bank

Gary Peterson
TCF Capital Solutions, a division of TCF National Bank

Mark Ranta
Payments Practice Lead,

Uri Rivner
Chief Cyber Officer,

Nadilee Russell
SVP & Director, Global Transaction Services,
East West Bank

Sunil Sachdev
SVP, General Manager, Community, Account Processing,

Jyoti Sharma
Senior Product Manager,
Bank of the West

Kurt Shreiner
President, Corporate Financial Services,
Atlantic Capital Bank

Kevin Swatzell
Independent Consultant and Cybersecurity Expert

Tony Ward
President, Americas,

Dmitriy Yakubov
Executive Director, Wholesale Payments Innovation & FinTech Partnership Lead,
J. P. Morgan

Agenda at a Glance*

*All times are in U.S. Eastern Daylight Time

Wednesday, April 21, 2021

9:30am – 10:30am ET             Exhibit Hall Opens – Network with Sponsors

10:30am – 11:00am ET           Welcome and Opening Remarks by Christine Barry 

11:00am – 11:50am ET           Panel 1: The New Reality for Small-Business Banking

11:50am – 12:10pm ET           Networking Lunch Break/Sponsor Showcase

12:10pm – 1:00pm ET             Panel 2: RTP Use Cases for Small Businesses

1:00pm – 1:30pm ET                Fireside Chat: The Shift to Small-Business Digital Payments

1:30pm – 1:40pm ET                Closing Remarks

1:40pm – 2:00pm ET                Virtual Networking and Sponsor Showcase

Thursday, April 22, 2021

9:30am – 10:00am ET              Exhibit Hall Opens – Network with Sponsors

10:00am – 10:10am ET           Welcome and Opening Remarks by Christine Barry 

10:10am – 11:00am ET           Panel 3: Building the Right Fintech Ecosystem

11:00am – 11:50am ET           Panel 4: New Small-Business Money Management Expectations and Needs

11:50am – 12:10pm ET           Networking Lunch Break/Sponsor Showcase

12:10pm – 1:00pm ET             Panel 5: SMB Lending Fraud and Lessons Learned From PPP

1:00pm – 1:30pm ET                Fireside Chat: How Platinum Bank Utilized an Accelerated Delivery Model During the COVID-19 Pandemic

1:30pm – 1:35pm ET                Closing Remarks

1:35pm – 2:00pm ET                Virtual Networking and Sponsor Showcase

*Subject to Change

Platinum Sponsors

Gold Sponsor

Digital Sponsor

Interested in sponsoring this event?
Please contact us at today to discuss our sponsorship opportunities!