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AGENDA AT A GLANCE
PRODUCT ADVISORY COUNCIL
PACB R A N C H U S E R G R O U P
SMART
June 3-6, 2014Salt Lake City, UtahSalt Lake City, Utah
8:00am - 8:45am
8:45am - 9:00am
7:00am - 8:00am
9:00am - 9:30am
9:30am - 10:30am
10:30am - 11:00am
11:00am - 11:25am
11:25am - 12:00pm
12:00pm - 12:25pm
12:25pm - 12:30pm
12:30pm - 1:30pm
Breakfast & Conference Registration | Grand Ballroom AD
ACE [Grand Salon]
IPUG [Savoy]
PAC (OLB) [Fontainbleau]
SMART [Bagatelle]
Room Change
The Disruption Opportunity - Jeremy Wilmot | SVP & General Manager Americas, ACI [Grand Ballroom BC]
Keynote: A Brave New Business World | Colin Turner | CEO Trusted Advisor & Strategist [Grand Ballroom BC]
Refreshment Break
Changing Landscape of Payments | Dan Frate | Group President Global Markets & Product Mgmt., ACI [Grand Ballroom BC]
Solutions for a New Payments World | Matt Ellis | SVP Global Markets, ACI [Grand Ballroom BC]
Supporting Payments | Carolyn Homberger, Group President Customer Mgmt. & Maintenance, ACI [Grand Ballroom BC]
Summary & Close - Jeremy Wilmot [Grand Ballroom BC]
Lunch | Grand Ballroom AD
WEDNESDAY | JUNE 4, 2014
2
Opening UserGroup Sessions
PAC (OUB/CB) [Venezia]
EB CAG [Vienna]
12:00pm - 6:00pm
12:30pm - 4:00pm
Conference Registration
Pre-Conference PRM Training Class [Provence]
TUESDAY | JUNE 3, 2014
ACE Advisory Board Meeting - Retail Payments for BASE24-eps [Riviera]
ACE Advisory Board Meeting - Retail Payments for Postilion [Bagatelle]
ACE Advisory Board Meeting - Retailer [Vienna]
4:00pm - 5:00pm
ACE Advisory Board Meeting - Fraud & Risk [Audubon]
5:30pm - 7:30pm Welcome Reception | Center Courtyard
ACE Consumer Payments Solutions Strategy & Update [Grand Salon]1:45pm - 2:45pm CP
ACE Retailer Solutions Strategy & Welcome [Milano]
ACE Payments Risk Management Solution Strategy [Audubon]
R
PRM
1:45pm - 2:45pm IPUG MTS Product Strategy & Update [Savoy]TBP
PAC Universal Online Banker Product Strategy & Update [Venezia]1:45pm - 2:45pm TBC
4:30pm - 4:45pm Room Change
3
CP = UP Consumer Payments | R = UP Retailer PRM = UP Payments Risk Management | TBP = UP Transaction Banking - Payments
TBC = UP Transaction Banking - Channels | COC = Consumer Omni-Channel
CAG Enterprise Banker Update [Vienna]
PAC
SMART
Online Banking - Current Release Highlights [Fontainbleau]
InterACT MISER Product Update [Bagatelle]
TBC
COC
COC
IPUG
IPUG
IPUG
2:50pm - 3:30pm
PAC|CAG
PAC
2:50pm - 3:30pm
Operational Roundtable [Murano]
Technical Roundtable [Provence]
Product Roundtable [Venice]
Roundtable: All Things Payments [Venezia]
Online Banking Product Strategy & Update [Fontainbleau]
TBP
TBP
TBP
TBC
COC
2:45pm - 2:50pm Room Change
ACE, SMART The Current State of EMV in the United States [Grand Salon]
ACE Commerce Platform Roadmap & Roundtable - Part I [Milano]
2:50pm - 3:30pm CP, PRM, COC
R2:50pm - 3:30pm
3:30pm - 4:00pm Refreshment Break
ACE
ACE
ACE
4:00pm - 5:00pm
ACE
IPUG
IPUG
4:00pm - 5:00pm
Creative Mobile Banking & Payment Initiatives Around the World [Grand Salon]
NonStop is Payments [Riviera]
Getting Mobile POS Right: What it really takes to “go mobile” [Milano]
PRM Real Time: The Benefits, Pros & Cons [Audubon]
Operational Roundtable, continued [Murano]
Technical Roundtable, continued [Provence]
CP
CP
R
PRM
TBP
TBP
IPUG Product Roundtable, continued [Venice]TBP
PAC|CAG
PAC|CAG
PAC
4:00pm - 5:00pm
4:00pm - 5:00pm SMART
What’s New in UOB [Venezia]
Supply Chain Finance [Vienna]
Online Banking - Strategy Update, continued [Fontainbleau]
Omni Channel Discussion [Bagatelle]
6:00pm - 10:00pm ACI Evening Event | Dinner & Entertainment | The Leonardo - A Contemporary Science, Technology & Art Museum
TBC
TBC
COC
COC
1:45pm - 2:45pm
1:45pm - 2:45pm
7:30am - 8:30am Breakfast & Exhibit Hall | Imperial Ballroom
THURSDAY | JUNE 5, 2014
4
ALL Consumer Fraud Survey Results [Grand Salon]
ACE PCI 3.0 and Security Strategies [Milano]
8:30am - 9:30am ALL
R
IPUG Network Updates: Federal Reserve, SWIFT, Clearing House [Savoy]8:30am - 9:30am TBP
PAC|CAG The ACH Network - What does the future hold? [Venezia]8:30am - 9:30am TBC
9:30am - 9:45am
ACE BASE24-eps, Card and Merchant Management Product Updates [Grand Salon]9:45am - 10:30am CP
ACE Postilion Realtime, Office and Card Product Update for Banks and Processors [Riviera]CP
ACE Modernizing Your Terminal Estate [Milano]R
ACE Rules Sharing Session [Audubon]PRM
IPUG ACI UP Hub [Savoy]9:45am - 10:30am TBP
ALL Hosted Strategies [Venezia]9:45am - 10:30am ALL
PAC|CAG Getting to UOB [Vienna]TBC
ALL Bank as Biller [Murano]ALL
SMART PIN Pads and Electronic Signature Capture in the Branch [Bagatelle]9:45am - 10:30am COC
Room Change
10:30am - 11:00am Refreshment Break & Exhibit Hall | Imperial Ballroom
ACE Payments: An Industry in Flux - Insights from Aite Group [Grand Salon]11:00am - 12:00pm CP
ACE EMV Roundtable for Retailers [Milano]R
ACE Helpful Hints and Tips for PRM Managers and Users [Audubon]PRM
IPUG Dodd - Frank 1073 Update and Panel [Savoy]11:00am - 12:00pm TBP
PAC|CAG Greenwich Associates - State of the Digital Banking Industry [Venezia]11:00am - 12:00pm TBC, COC
SMART Mercator - The Currently Evolving Branch [Bagatelle]COC
12:00pm - 1:30pm
11:00am - 12:00pm
Lunch & Exhibit Hall | Imperial Ballroom
8:30am - 9:30am
9:45am - 10:30am
9:45am - 10:30am
5
ACE EMV and Card Issuers - Creating a Competitive Advantage with EMV and Mobile [Savoy]1:30pm - 2:15pm CP
ACE Transform How You Manage Your Environment with Actionable Business Insight [Riviera]CP
ACE Securing Cardholder Data Through Network Segmentation [Milano]R
ACE Leveraging PRM to Address AML Needs [Audubon]
IPUG What’s New in MTS Baseline and PERs Update [Murano]
PRM
TBP
PAC|CAG Customer Panel - Progress Report on Universal Online Banking Upgrades and Implementations [Venezia]TBC
PAC Mercator - Consumer Omni-Channel - An Industry View [Vienna]COC
SMART Technology in the Branch [Bagatelle]1:30pm - 2:15pm COC
1:30pm - 2:15pm
1:30pm - 2:15pm
CP = UP Consumer Payments | R = UP Retailer PRM = UP Payments Risk Management | TBP = UP Transaction Banking - Payments
TBC = UP Transaction Banking - Channels | COC = Consumer Omni-Channel
ACE The Cardless ATM Opportunity [Savoy]3:45pm - 4:30pm CP
ACE Security Standards Update [Vienna]CP
ACE Protected Storefront Roadmap and Roundtable [Milano]R
ACE Enhanced Profiling: Maximizing PRM 8.X [Audubon]PRM
3:15pm - 3:45pm Refreshment Break & Exhibit Hall | Imperial Ballroom
2:15pm - 2:30pm
ACE Automated Dispute Manager: The Case for Dispute Management [Savoy]2:30pm - 3:15pm CP
Room Change
ACE Commerce Platform Roadmap and Roundtable - Part II [Milano]R
ACE How to Improve Your Fraud Performance with PRM, Tools and a Small Staff [Audubon]PRM
IPUG Do You Know This About MTS? [Murano]2:30pm - 3:15pm TBP
IPUG Next Generation MTS [Fontainbleau]TBP
What’s New in FX [Provence]TBPIPUG
PAC|CAG ACI UP Hub [Venezia]2:30pm - 3:15pm TBC
PAC Serving the Digital Needs of the Small Business Segment [Vienna]COC
SMART Panel Discussion - BYOD for Bank Employees [Bagatelle]2:30pm - 3:15pm COC
2:30pm - 3:15pm
6
IPUG Moving to MTS 5.x [Murano]3:45pm - 4:30pm TBP
IPUG Web Services Workshop [Fontainbleau]TBP
IPUG Basel III [Provence]TBP
PAC|CAG The “P” Word - What is a Portal - Strategies for Transactional Banking [Venezia]3:45pm - 4:30pm TBC
PAC Individual Client Conversations with OLB Team Members [Versailles]3:45pm - 4:30pm COC
SMART Pass the Ball [Bagatelle]3:45pm - 4:30pm COC
4:30pm - 4:45pm Room Change
ACE ACE - Customer Only Session [Savoy]4:45pm - 5:30pm CP, R, PRM
IPUG Transaction Banking Solution Overview [Murano]4:45pm - 5:30pm TBP
IPUG Navigating Salesforce 101 [Fontainbleau]TBP
IPUG Robust, Low Cost SWIFT Connectivity [Provence]TBP
PAC|CAG What Size Is Your Screen? Responsive Web Design [Venezia]4:45pm - 5:30pm TBC, COC
5:30pm - 7:00pm Exhibit Hall & Vendor Reception | Imperial Ballroom
SMART SMART Business Meeting [Bagatelle]COC4:45pm - 5:30pm
THURSDAY | JUNE 5, 2014
FRIDAY | JUNE 6, 2014
7
8:00am - 9:00am Breakfast | Grand Ballroom AD
ACE Rapid Customization with BASE24-eps 2.0 [Murano]9:00am - 9:45am CP
ACE Planning the Postilion Roadmap [Riviera]CP
ACE The Mobile Wallet as a Marketing Platform [Milano]R
ACE Being Prepared for Version Upgrades - Best Practices from an ACI DBA [Audubon]PRM
IPUG 9:00 IPUG Annual Meeting and Voting | 9:15 IPUG Q&A with ACI [Grand Salon]9:00am - 9:45am TBP
PAC OLB Closing Conversations and Go Forward [Vienna]COC
PAC|CAG Speed Dating with Transaction Banking (Channels) Product Managers [Venezia]TBC9:00am - 9:45am
9:45am - 10:00am Room Change
10:00am - 10:45am
ALL Why the Future of Banking Bill Pay is Bright [Riviera]ALL
ALL Infrastructure Solutions Strategy and Update [Murano]ALL
ACE Customer Life-Cycle [Milano]R
ACE Fraud Management Roundtable [Audubon]PRM
IPUG MTS Extravaganza [Grand Salon]TBP10:00am - 10:45am
PAC|CAG Speed Dating with Transaction Banking (Channels) Product Managers [Venezia]TBC10:00am - 10:45am
PAC Individual OLB Conversations with OLB Team [Versailles]COC
ACE Improving Risk Management [Riviera]CP
11:15pm - 12:00pm ALL Automated Testing: Demand, Trends and the Impacts on Your Technology Refresh [Murano]ALL
ACE Fuel/Petroleum Roundtable [Milano]R
ACE Fraud Management Roundtable, continued [Audubon]PRM
IPUG MTS Extravaganza, continued [Grand Salon]TBP11:15pm - 12:00pm
PAC|CAG The Disruption Opportunity - Ideas to Take Home [Venezia]TBC11:15pm - 12:00pm
10:45am - 11:15am Refreshment Break
PAC Individual OLB Conversations with OLB Team [Versailles]COC
CP = UP Consumer Payments | R = UP Retailer PRM = UP Payments Risk Management | TBP = UP Transaction Banking - Payments
TBC = UP Transaction Banking - Channels | COC = Consumer Omni-Channel
10:00am - 10:45am
10:00am - 10:45am
11:15pm - 12:00pm
Conference Concludes – See You in New Orleans!
BELVEDERE
FONTAINBLEAU
(Overlooks Garden Courtyard)(Overlooks Garden Courtyard)
RECEPTION
RECEPTION
SAVOYENVOY
MURANOGARDEN
SALON
GIBSONGIRLLOUNGE
EARL’SLOUNGE
VENEZIAGARDENSALON
GRAND BALLROOM RECEPTION A,B,C GRAND BALLROOM OFFICESNORTH AND SOUTH
600 SOUTH PORTE COCHERE
IMPERIAL BALLROOM RECEPTION A,B,C
A B
D
CA
D
IMPERIAL BALLROOM
C
LOBBYLOUNGE
LOBBY
GARDEN COURTYARD
OUTDOORPOOL
TERRACE
EMBASSYVIENNA
SUSSEX
ELEVATOR
BAGATELLE
AUDUBONMILANORIVIERA
RESTROOMS
PROVENCE
VENICE VERSAILLES
GRENOBLE
HERMITAGE TUSCANY
AMBASSADOR
TERRACE
TERRACE
TERRACE
RETAILJOU JOU
NEWSSTAND
GARDEN CAFE
LA BONNE VIE
OAK ROOM
GRANDSALONPATIO
GRANDSALON
RETAIL
GUESTELEVATORS
EXECUTIVE OFFICE/BUSINESSCENTER
SALESOFFICE
COATROOM
B
GRAND BALLROOM
N
MeetingRooms
DiningAreas
RetailShops
SpaAreas
LobbyAreas
Restrooms& Phones
Terrace& Gardens
Elevators& Stairs
HotelOffices
GRANDSPA
FITNESSCENTER
HOTEL MAP
CONFERENCE FACILITIES
FIRST FLOOR
THIRD FLOOR
REGISTRREGISTRATION DESK