After a long day of travel, come unwind, reconnect with old friends, and join us for food and drinks as we celebrate coming together once again.

Hosted by McKinsey & Company

Presenters:  Evan Long, McKinsey & Company

Presenters:  Fuad Faridi, McKinsey & Company (moderator)  |  Chris Ward, Truist  |  Bryan Ford, Regions Bank  |  Allysun Fleming, Comerica

Description:  Our Executive Roundtable series is designed to examine the key challenges and opportunities facing Treasury Management leaders in today’s rapidly evolving environment.  Our panel of TM business heads from leading banks across the US will delve into their top priorities, what keeps them up at nights, what inspires them to drive growth and innovation with their customers, and where they are placing their bets for the future.  We will touch on the most relevant items driving TM decision making including P&L management, winning customer primacy, frontline effectiveness and RM partnership, product and channel innovation, attracting and retaining top talent, customer centricity, and more. 

Presenters: Adam Keck, Fifth Third Bank  | Mike Ryan, Fifth Third Bank

Description:  Notorious for its complex systems, fragmented billing process, slow payment cycles and regulatory challenges, the healthcare industry continues to be an area of significant friction for patients, providers, and payors alike.  However, there also lies significant opportunity for banks to build distinctive value propositions and innovative solutions that unlock working capital, shorten revenue cycles, drive efficiencies, and create positive experiences. It's on this premise that Fifth Third has put a decidedly strong foot forward in recent years to bolster its healthcare vertical.  In this session, Mike Ryan and Adam Keck will discuss the journey the bank has taken to better address the needs of healthcare clients, the critical elements required to build differentiation in this competitive landscape, including the development of specialized products, comprehensive advisory services, and the alignment between frontline teams, product innovation, risk managers, and operations, and how an innovation-led approach can reshape healthcare and create value for all parties involved. 

Presenters:  Evan Long, McKinsey & Company  |  Yvonne Yang, McKinsey & Company

Description:  Forum members will participate in an interactive “Live Poll” to assess awareness and activity around major industry trends, identify current priorities, and facilitate real-time discussion with peers on key challenges.  To ensure polling insights are of utmost relevance, Forum members are encouraged to submit their own questions prior to the event.  This is your chance to get real-time, quantitative feedback from fellow industry thought leaders. 

*We will accept submissions for live polling questions up to two weeks prior to the Forum. Please email potential polling questions to Yvonne Yang (yvonne_yang@mckinsey.com) 

Hosted by McKinsey & Company

Presenters:  Paula Barrington, BOK Financial (Moderator)  |  Michael Berkowitz, Citi  |  Mary Brause, US Bank  |  Brittany O'Shea, Texas Capital Bank  |  Bob Stark, Kyriba

Description:  With the industry having recently gone through a period of outsized disruption to interest rates, customer confidence, and balance sheets, many banks have now reached a point of relative stability where reaction can shift to intentionality.  However, as banks attempt to grow their balance sheets in the face of compressing margins and a “higher for longer” rate environment, the need for stable, low-cost funding remains a top priority for commercial banking executives. In this session, our expert panelists will assess where we stand over a year removed from “March Madness”, what fundamental behavior shifts have taken place regarding corporate cash allocation and short-term investments, how their institutions have responded in order to attract more stable, on-balance deposits, and how their teams are preparing for a potential downward rate environment – whenever that may be.  

Presenters:  Sandra Lam, HSBC

Description:  The use of artificial intelligence and large language models (LLM) to boost productivity, improve customer experience and streamline operations continues to be on the shortlist of many banks’ innovation roadmap – but how to effectively get the technology out of the innovation lab and into the hands of bank employees and customers is a challenge for many institutions.  In this session, we will sit down with Sandra Lam, Head of Fintech, Innovation, and AI for HSBC’s Global Payments Solutions, to discuss the progress the bank has made in harnessing the power of these new technologies, but also the key challenges and lessons learned that continue to take place as they take treasury and payments to the next frontier.   

Presenters:  Bolivar Rojas, McKinsey & Company (moderator)  |  Ryan Prindle, McKinsey & Company  | Sheenam Khosla, Zions Bancorporation  | Jeff Wenham, KeyBank

Description:  Being able to price TM products and services competitively and without eroding profitability is a delicate balancing act.  However, leading banks have been able blend both the art and science of pricing to draw value from what many consider to be a commoditized business.  Our experts will guide us through a typical pricing calendar, discussing how banks strategically plan and execute pricing events throughout the fiscal year. We will delve into high-level pricing strategies and the trade-offs involved, examining various fee types and the critical role of service code operations and maintenance. The session will also explore how analytics are leveraged for pricing decisions, the importance of frontline training for effective execution, and the art of negotiation in certain pricing scenarios. 

Hosted by McKinsey & Company

We will venture offsite for dinner to celebrate a successful day of sessions and networking.

Hosted by McKinsey & Company

Presenters: Dan Baum, Federal Reserve

Description:  The FedNow® Service has been in the market for approximately a year now and the number of adopting organizations continues to rise. Join Dan Baum, the head of payments product for the FedNow® service, to learn about how FedNow enables financial institutions to offer innovative instant payments solutions that support a broad range of transaction types and use cases for businesses and consumers alike. This session will also include reflections on the industry adoption experience and insight into the path ahead for the FedNow service. 

Presenters:  Facilitated by McKinsey & Company

Description:  In this session, we will allow attendees to self-select into smaller groups to facilitate peer discussion.  At each of our peer group tables, participants will create their own discussion questions to ensure each conversation is both relevant and engaging with the goal of deepening professional connections and gaining new insights on topics that matter most to them.  Topics of discussion could include nuances/challenges of new product delivery, tactics for better frontline communication and consistency, fostering/attracting talent and career pathing, success in customer onboarding/implementation, etc.  

Presenters:  Evan Long, McKinsey & Company