MONDAY, APRIL 9

PRE-CONFERENCE

12:00 PM

Exhibit Hall Open

1:00 PM – 1:50 PM

Project Atlas: Making Banking Interactive Grand Oaks D-F

Andrea Beaumont, UX Designer

In this informal/conversational pre-conference session, learn about prototypes for Project Atlas, Q2’s code name for a new UI component in UUX that will help FIs deliver personalized advice, value, and insights to their account holders in the digital channel.

1:00 PM – 1:50 PM

Roadmap for Building a Strong Culture Grand Oaks N-P

Jennifer Friday Jones, Community and Culture Champion

FIs may be interested to learn how Q2’s culture has evolved, how we’ve approached growing pains, internal improvements we’ve made to make the employee experience better, how Q2 gives back to the community, and how Q2 and FIs can collaborate on community involvement in the future.

2:00 PM – 2:50 PM

Fraud Detection, Commercial Risk Management, and Reg E Compliance with Centrix Solutions Grand Oaks Q-S

Steve Bartels, Director of Solutions Consulting, Centrix

Centrix Solutions, a Q2 company, provides FIs with technology to identify payments fraud, monitor risk associated with commercial customer relationships, and stay Reg E-compliant when processing transaction disputes. This session will feature an overview of Centrix products and demonstrate how they are used by more than 500 FIs to manage and protect their account holder relationships.

2:00 PM – 2:50 PM

Knowledge Updates to the Customer PortalGrand Oaks A-C

Courtney Langdon, Knowledge Management Specialist

Did you know that you have an entire online library at your fingertips? It’s true! Journey with us through Q2’s improved Knowledge articles as we discuss new features, new articles, where to find what, and how to get the most out of your portal experience. Join us for tips, tricks, and maybe even a few sneak peeks into future Knowledge developments. You don’t want to miss this session. By the time we’re done, you’ll be a Knowledge Pro.

2:00 PM – 2:50 PM

Think Big! Marketing Your Financial Institution to Compete with the Big FiveGrand Oaks D-F

Michael Vasquez, Product Owner

Summer Brow, Web Designer

Experience a showcase of recent marketing successes and failures within the financial industry and learn how you can help your FI stand out against other community FIs and the Big Five alike. We’ll also show how the recently rebranded Web Services team (now Creative Services) can partner with your FI to serve as your agency of choice and share some valuable insights into future trends that you may want to employ.

General Session Operations & Education Q2 Innovation Security & Compliance Digital Landscape & Strategy 1

3:00 PM – 4:30 PM

CONFERENCE KICK-OFF

Opening General SessionCibolo Canyon 5-7

Matt Flake, CEO

Adam Blue, EVP and Chief Technology Officer

CEO Matt Flake kicks off CONNECT 18 with a discussion of the state of Q2’s business and CTO Adam Blue will give you an insider’s view of Q2’s tech landscape.

5:30 PM – 8:30 PM

Opening Dinner—Casino Night!Exhibit Hall

Place your bets on an exciting night. Join us for fantastic food, fun, and games in the Exhibit Hall while mixing and mingling with CONNECT 18 attendees.

TUESDAY, APRIL 10

8:00 AM – 9:00 AM

BreakfastExhibit Hall

9:00 AM – 10:00 AM

Welcome and State of the BusinessCibolo Canyon 5-7

Odus Wittenburg, President

Will Furrer, Chief Strategy Officer

President Odus Wittenburg kicks off Tuesday with important highlights surrounding Q2 innovations, operations, and execution.

10:00 AM – 10:50 AM

Driving User Engagement with Contextual PFM: Panel DiscussionGrand Oaks A-C

Teresa Bobadilla, Product Owner

Jason Wolter, UX Designer

In this session, you will hear directly from FIs that have rolled out Contextual PFM. Find out ways they are leveraging cPFM to fuel their user-engagement strategies and discover the benefits it provides their account holders.

10:00 AM – 10:50 AM

The Transformation of Bill Pay: From Cost Center to Revenue GeneratorGrand Oaks D-F

Rahm McDaniel, VP, Business Development

Scott Weinert, Development Manager

For years, bill pay has represented the ultimate catch-22 for banks and credit unions alike: it’s one of their stickiest digital features, but also one of their most expensive. Attend this session to learn how Q2 is transforming the economic model of bill pay and creating all-new revenue opportunities with two new products—CardSwap and Biller Direct—all while radically reinventing the user experience for account holders.

10:00 AM – 10:50 AM

Protect Commercial Accounts Against Payments Fraud Grand Oaks N-P

Ryan Verkamp, Product Owner

Brad Johnson, Director of Solutions Consulting, Centrix

The most effective method for protecting your commercial customers from fraud losses related to incoming payments is a comprehensive positive pay and account reconciliation service. Learn how Centrix Exact/TMS provides fraud protection and account management/reporting services for commercial customers and operational management tools for your FI to implement an effective solution. This session will include a review of recent product enhancements as well as a preview of upcoming product advancements.

10:00 AM – 10:50 AM

Data Is the New Oil Grand Oaks Q-S

Adam Blue, EVP and Chief Technology Officer

Smartphones and the internet have made data abundant, ubiquitous, and far more valuable. Whether you are going for a run, watching TV, or just sitting in traffic, virtually every activity creates a digital trace—more raw material for the data distilleries.

10:50 AM – 11:20 AM

Mid-Morning BreakEXHIBIT HALL

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11:30 AM – 12:20 PM

Achieving Your Digital Strategy: Vision + ExecutionGrand Oaks Q-S

Brian Higgins, First Vice President

First Financial Bank

Many FIs are developing digital strategies and investing more resources in delivering digital capabilities, but they remain frustrated at the perceived lack of results. Brian Higgins, FVP – Digital, Payments & Innovation at First Financial Bank, will share insights and tactics on achieving your digital strategy.

12:20 PM – 1:20 PM

Lunch in the Exhibit HallEXHIBIT HALL

1:20 PM – 2:10 PM

Q2 SMART Successes: Notes from the FieldGrand Oaks A-C

Hunter Moses, VP of Strategic Advisory Services

Join Hunter Moses, executive sponsor of SMART, to discuss some of Q2 SMART’s client success stories over the past year for data analytics and a better way to market to their end users.

1:20 PM – 2:10 PM

Architecture Evolution: Technical Improvements That Make a Big DifferenceGrand Oaks D-F

Adam Blue, EVP and Chief Technology Officer

Q2’s Chief Technology Officer, Adam Blue, will share changes to Q2’s product core—specifically, the Q2 platform.

1:20 PM – 2:10 PM

Customer Experience Above All Else Grand Oaks Q-S

Scott Weinhart, Development Manager

Jason Wolter, UX Designer

Evolving account-holder expectations are set by services such as Amazon, Square, Instagram, and Facebook. How can FIs keep up? Learn how Q2 can help you get ahead of the curve and deliver innovative experiences to users that will create buzz and enjoyment in a normally slow-moving environment.

11:30 AM – 12:20 PM

Cultivating Positive App Reviews: An Interactive DiscussionGrand Oaks A-C

Blanche León, Product Owner

Don Roach, UX Designer

Users tend to rate an app only following a poor experience. In some cases, frustrated users even post negative app reviews for issues completely unrelated to mobile banking altogether. From marketing campaigns to employee engagement, join your peers to listen, learn, and share proven strategies for cultivating positive app reviews.

11:30 AM – 12:20 PM

SDK: Customer Inclusion—Everyone’s InvitedGrand Oaks D-F

Greg Varnell, VP of Engineering

Scott Weinert, Development Manger

Brian Mego, Developer

Join Q2 knowledge experts to learn how we have used Q2’s SDK to speed market delivery and hear from Q2 customers who have used the SDK to solve their business challenges quickly. Discover developing top-of-wallet strategies and more.

11:30 AM – 12:20 PM

Security and the Digital Experience Grand Oaks N-P

Bob Michaud, Chief Security Officer

David Brebner, Strategic Business Advisor

Regulatory change has the potential to render the current financial landscape unrecognizable from events such as Brexit and the 2016 US election. Consumers grow less tolerant of watching their data slip through their fingers, and the ways the financial world chooses to treat user data is growing in importance. In times where the public is hearing all about Experian’s data breach and concern for cyber security is heightened in general, how is Q2 helping ensure that FIs’ user data is safe and secure? How can FIs reassure their account holders that their accounts are safe?

General Session Operations & Education Q2 Innovation Security & Compliance Digital Landscape & Strategy 3

KEYNOTE SPEAKER

LIZ MURRAYFROM HOMELESS TO HARVARD

Columbia University. As an inspirational speaker with the Washington Speakers Bureau, Murray frequently presents dynamic talks to audiences ranging from several hundred to several thousand. Some of her clients include Coca-Cola, Merrill Lynch, Microsoft, United Way, BlackRock, and numerous colleges and universities across the United States. Murray is passionate about speaking on the importance of personal motivation, transforming problems into opportunities, and what it takes to make a difference in people’s lives.

From homeless to Harvard...it is an unlikely turn of events. Liz Murray’s life is a triumph over adversity and a stunning example of the importance of dreaming big. Murray’s life as the child of cocaine-addicted parents in the Bronx was bitterly grim. There was never food in the house, everything was filthy, drugs were everywhere, and the welfare checks were spent before they arrived.

Her story sounds like a Hollywood movie—and it practically is. Lifetime Television produced a movie about Murray’s life story entitled Homeless to Harvard, which was nominated for three Emmy Awards. Murray is the recipient of the White House Project’s Role Model Award and Oprah Winfrey’s first-ever Chutzpah Award. Her memoir, Breaking Night, landed on the New York Times best seller list within a week of its release and quickly became an international bestseller published in twelve countries, in eight languages.

Murray received her Bachelor of Science degree from Harvard University. She is currently pursuing her master’s degree in Psychology at

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1:20 AM – 2:10 AM

Conversational BankingGrand Oaks N-P

Matthew Wilczynski, UX Designer

Maddie Martel, Business Analyst

Conversational banking means more than just creating a simple Alexa skill. It means having the strategy, infrastructure, and research to create a seamless, customized experience that will truly differentiate your institution. Attend this session to learn more and have a chance to win an Echo Dot or Echo Show.

2:20 PM – 3:10 PM

Building the Next Generation of Behavioral Analytics SolutionsGrand Oaks A-C

Carlos Camacho, Product Owner

Q2 has created a Behavioral Analytics team focused on building cutting-edge infrastructure to deliver end-user behavioral data and insights to our customers. In this session, you will learn how Q2 is re-thinking our approach to empowering customers with information about their businesses. We’ll discuss the new products we’re launching to meet the current needs of FIs, and the products and services we’re working on to help you make the most of your data in the future. We’ll also share some insights we’ve begun to uncover about behavioral trends across all Q2 customers.

2:20 PM – 3:10 PM

Roadmap: Consumer PaymentsGrand Oaks D-F

Leslie Chaffer, Director of Product Management

Eric Jewell, Product Owner

Pay bills, pay friends, move money … what is the future of consumer payments? Join Product Director Leslie Chaffer and Product Owner Eric Jewell as they discuss the current state – and Q2 direction around – Bill Payment, Person-to-Person transfers, and beyond.

2:20 PM – 3:10 PM

Simplify ACH Reporting and Customer Risk Reviews with CentrixPIQSGrand Oaks N-P

Brian Koenig, Product Owner

Steve Bartels, Director of Solutions Consulting, Centrix

To effectively manage risk related to commercial customer relationships, FIs must continually monitor payment and other account activity to protect against fraud-related losses and avoid regulatory penalties. Learn how CentrixPIQS is used by FIs to monitor ACH, remote deposit capture, and wire activity; manage daily ACH operational functions; and streamline the required risk reviews for commercial customers. This session will include a review of recent product enhancements as well as a preview of upcoming product advancements.

2:20 PM – 3:10 PM

Mission Critical: Reflecting Community Through Culture, Diversity, and MentorshipGrand Oaks Q-S

Chris Petersen, Chief Revenue Officer

As a community-focused FI, it is mission-critical to maintain a diverse talent pool that transcends fault lines and is representative of the very community an FI serves. Join Q2 Chief Revenue Officer Chris Petersen for an interactive panel discussion with industry thought leaders and Q2 customers.

3:10 PM – 3:30 PM

Break in Exhibit Hall

3:30 PM – 4:20 PM

Think Big! Marketing Your Financial Institution to Compete with the Big FiveGrand Oaks A-C

Michael Vasquez, Product Owner,

Non-Platform Products and Services

Summer Brow, Web Designer

Experience a showcase of recent marketing successes and failures within the financial industry and learn how you can help your FI stand out against other community FIs and the Big Five alike. We’ll also show how the recently rebranded Web Services team (now Creative Services) can partner with your FI to serve as your agency of choice and share some valuable insights into future trends that you may want to employ.

General Session Operations & Education Q2 Innovation Security & Compliance Digital Landscape & Strategy 5

3:30 PM – 4:20 PM

Q2 SMART: Roadmap 2018 and BeyondGrand Oaks D-F

Christi Smith, Product Owner

Ryan O’Shaughnessy, Director of Product Management

Through a series of user testing and conversations with our FIs, the SMART team has determined the most valuable features and functionality for SMART to incorporate next. We look forward to sharing these upcoming features that were designed based on your input!

3:30 PM – 4:20 PM

Financial Services in 2018: Q2’s View of the MarketGrand Oaks N-P

Will Furrer, Chief Strategy Officer

Paul Walker, General Manager, Q2 Open

Rapidly evolving consumer expectations, new entrants into the space, and rising regulatory pressures mean our industry is changing faster than ever—but does that mean a Netflix-Blockbuster is coming for banking? Attend this session to hear from Chief Strategy Officer Will Furrer and Q2 Open General Manager Paul Walker on Q2’s view of the market, and the macro trends they believe will shape the industry for years to come.

4:30 PM – 5:30 PM

Homeless to HarvardCibolo Canyon 5-7

Liz Murray, Keynote Speaker

Liz is known for her remarkable journey from homeless to Harvard, a story of triumph over adversity and a stunning example of the importance of dreaming big. Murray grew up in the Bronx and is the child of two drug addicts. By the age of 15, Murray’s mother had died and she was homeless; living on the streets, riding the subway all night, and eating from dumpsters. The hardships she endured motivated Murray to take charge of her life and finish high school in two years. She was then awarded a full scholarship to Harvard University. Don’t miss her unforgettable story!

6:00 PM – 9:30 PM

ELEVATE! Your Senses NightGrand Oaks J

Join us during our client appreciation event designed to please your palate and elevate your senses through delicious dishes and engaging activities.

WEDNESDAY, APRIL 11

8:00 AM – 9:00 AM

Breakfast General Session and Awards CeremonyCibolo Canyon 5-7

9:10 AM – 10:00 AM

Experience the 4D Evolution of CentralIris

Joe Roddy, Product Owner

MK Lavrentjev, UX Designer

Christy Fair, UX Designer

We visited your institutions. We listened to your pain points. We vetted our ideas with you. Now, see the discoveries we’ve made along the way; how your feedback has helped us set the vision and direction of web-based Central; and get a sneak preview of a sleeker, more streamlined experience that will save you headaches and time. It may even make your day-to-day job – dare we say – delightful.

9:10 AM – 10:00 AM

Roadmap: Business and Corporate BankingCibolo Canyon 5-7

Robby McWilliams, Director of Product Management

Digital banking continues to be a key tool used to acquire and retain highly profitable commercial customers. In this session, we’ll review new and planned features that will continue to allow your FI to compete and win in this highly coveted commercial banking segment.

9:10 AM – 10:00 AM

Regulatory & Audit Hot TopicsIndian Paintbrush

Doug Underwood, RSM partner

Hear from an industry expert on hot topics related to audit, compliance, and examination. As the regulatory landscape continues to evolve, this session will offer a glimpse of how your compliance and audit team should prepare.

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9:10 AM – 10:00 AM

Mission Possible: Bringing Innovation to Life – Designing Next-Gen Landing PagesBegonia

Will Furrer, Chief Strategy Officer

Paul Daly, UI/UX Manager

Join Q2’s CSO, UI/UX Manager, and lead interactive designers in a hands-on innovation effort to design a new UX for Q2 products. Work together to plan, propose, and get a feel for why collaboration is a key part of what we do.

10:10 AM – 11:00 AM

Dispute Resolution: Taming the Beast with CentrixDTSIris

Tim Kindschuh, Product Owner

As credit and debit card data breaches escalate, FIs must find ways to cope with the resulting fraud claims. Many have found that an integrated and automated dispute resolution process is a necessity. Learn how CentrixDTS can streamline the operational processing of disputes, help your institution stay Reg E compliant, and provide reporting tools to properly monitor the cost of each new card breach. This session will include a review of recent product enhancements as well as a preview of upcoming product advancements.

10:10 AM – 11:00 AM

Q2 Account Opening: Friction is Not Your FriendCibolo Canyon 5-7

Clayton Harrell, Product Owner

This breakout will showcase a demo of Q2 Account Opening highlighting the features and functionality added since last year’s demo, followed by a roadmap presentation.

10:10 AM – 11:00 AM

Access for All: Why Accessibility Matters to YouIndian Paintbrush

Anthony Ianniciello, VP of Product Design

Will Rodgers, Director of Web Services

Giving your account holders digital access to their finances has been a priority for you for years, but with new regulations it’s important to understand what “accessibility” is and what it means to your FI.

10:10 AM – 11:00 AM

Conversational BankingBegonia

Matthew Wilczynski, UX Designer

Maddie Martel, Business Analyst

Conversational banking means more than just creating a simple Alexa skill. It means having the strategy, infrastructure, and research to create a seamless, customized experience that will truly differentiate your institution. Attend this session to learn more and have a chance to win an Echo Dot or Echo Show.

General Session Operations & Education Q2 Innovation Security & Compliance Digital Landscape & Strategy

WIFI ACCESS

Connect to our wireless internet for a better browsing experience during the conference.

Network: CONNECT18 Password: FISGlobal

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11:10 AM – 12:00 AM

Building the Next Generation of Behavioral Analytics SolutionsIris

Carlos Camacho, Product Owner

Q2 has created a Behavioral Analytics team, focused on building cutting-edge infrastructure to deliver end-user behavioral data and insights to our customers. In this session, you will learn how Q2 is re-thinking our approach to empowering customers with information about their businesses. We’ll discuss the new products we’re launching to meet the current needs of FIs, and the products and services we’re working on to help you make the most of your data in the future. We’ll also share some insights we’ve begun to uncover about behavioral trends across all Q2 customers.

11:10 AM – 12:00 PM

Delighting Your Small Business CustomersIndian Paintbrush

Jennifer Dimenna, VP of Product Management

Phillip Marion, Manager, Sales Advancement Team

In this session, you’ll learn how you can attract and retain small business customers by using the differentiating features and functionality of the UUX platform.

11:10 AM – 12:00 PM

Risk Management for Technology Services ProvidersBegonia

Suzette Junier, Chief Compliance and Privacy Officer

Keith Harrison, VP of Partner and Contract Management

Doug Underwood, RSM Partner

FIs are increasingly reliant on third parties to support technology. Your audit and regulatory burden is growing, but your budget might not be. Attend this session to learn how Q2 is dedicated to easing your compliance burden, from our products and expertise to our vendor management oversight program.

12:00 PM – 12:20 PM

Closing RemarksCibolo Canyon 5-7

Travis Arthur, VP of Marketing

That’s a wrap! We hope you’ll join us for parting comments, important information, and a chance to let us say “thanks” for joining us at CONNECT 18!

NEED A CHARGE?

In between sessions, come by our charging stations in the Exhibit Hall on Level I.

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