Bankjoy Elevate Conference

APRIL 17-19, 2024 • SILVERADO RESORT, NAPA CA

Why Attend?

CONNECT

Meet new people and connect with old friends. We’ll share stories and grow your trusted circle of peers. You’ll learn from like-minded colleagues tackling similar challenges and be ‘in the room’ when new ideas are hatched.

LEARN & HEAR THE LATEST

Discover new innovations from peers, Bankjoy and a host of fintech partners that will help your FI solve business challenges. You’ll participate in interactive breakout sessions and product training opportunities.

HAVE FUN

When our FIs get together, it’s a party. And Bankjoy’s is the best of all. This is a celebration of the community right in the heart of wine country that will leave you energized!

ABOUT ELEVATE 2024

Unleashing Potential. Together.

Our clients make the Bankjoy Community a network rich with ideas and innovative concepts that will help your career and your FI grow. Join us at this celebration of the community and plan to leave engaged and invigorated.

Strategic Sessions:

Strategic and visionary sections will provide you with an interactive environment that allows you to learn from peers and industry experts. You’ll take valuable insights back to your FI and elevate your business.

Tactical Sessions:

By FI type and job function: These sessions will focus on how you can tactically put the Bankjoy ecosystem to work for your FI.  You’ll attend sessions that offer ‘How-To’ sessions about the platform, valuable product sessions from partners, best practices from your industry peers and even training sessions run by our product teams.

Agenda

Welcome Reception

WEDNESDAY, APRIL 17

5:00 - 6:30PM

Cocktail Reception Happy Hour

Sponsored by: CO OP
6:30 - 8:30PM

Dinner

Sponsored by: CO OP

Conference Day 1

THURSDAY, APRIL 18

6:30AM

Activity: Morning Jog Through the Grapevines

(Optional Activity)
8:00AM

Continental Breakfast

Sponsored by: Larky
8:30AM

Welcome & Opening Keynote

Mike Duncan, Bankjoy Founder & CEO
9:30AM

Special Guest Keynote: Growing Deposits in Today’s Economy

Mark Weber, Strum CEO, Keynote Speaker
11:00AM

Morning Break

11:15AM

Advanced Fraud Defense: Safeguarding Clients in the Digital Age

Weiwei Duncan, Bankjoy Founder & COO and Brent VanderMeide, Director of Platform

As digital banking continues to evolve, financial institutions are navigating an increasingly intricate landscape of security challenges. Discover how Bankjoy not only enhances your FI’s ability to monitor and prevent fraud effectively but also ensures a secure and streamlined onboarding process for new clients.

12:00PM

Break for Lunch

Sponsored by: CD Valet
1:00PM

Solving the Deposit Dilemma: Strategies for Growth

Led by Bankjoy’s SVP of Marketing and Partnerships, Shaw Taylor, along with client panelists:
  • Casey Bacon, CEO of Statewide Credit Union
  • Ned Palmer, COO of Panacea Financial
  • Vikki Sifuentes, Executive Vice President, Coca-Cola Credit Union

Hear valuable insights from partners and clients alike through this highly interactive panel discussion.

2:00PM

Hear How Our Valued Sponsors Are Working with FIs Like Yours

Led by Bankjoy’s SVP of Marketing and Partnerships, Shaw Taylor, along with panelists from:

Join our Gold Level Sponsors and hear how they’re providing valuable insights to Bankjoy’s Financial Institutions.

3:00PM

Afternoon Break

BREAKOUT SESSIONS:

3:30PM

Hear How Sub-Brands Are Helping to Drive Growth at Leading FIs

Led by Bankjoy’s SVP Growth & Client Success, André Jones, along with client panelists:
  • Travis Bow, CEO of University of Hawaii FCU
  • Adam Brown, CEO of Advantage Plus FCU
  • Ryan Hildebrand, EVP and Chief Innovation Officer at Bankwell Financial Group

A growing number of financial institutions’ customers are getting older without an equally large influx of new customers. In this session, we’ll share with you how Bankjoy’s platform can help you spin-up sub brands that can help you target and onboard tough-to-acquire demographics.

5:00PM

End of Daily Sessions

6:00PM - 8:00PM

Dinner

Sponsored by: SavvyMoney
8:00 - 10:00PM

Activity: "JoyFest" Evening Mixer

Sponsored by:

Conference Day 2

FRIDAY, APRIL 19

8:00AM

Continental Breakfast

Sponsored by: Larky
8:30AM

Unveiling Bankjoy 3.0: The Next Frontier in Digital Banking

Mike Duncan, Bankjoy Founder & CEO
9:15AM

Introducing JoyCompass: A New Era In Financial Empowerment

Weiwei Duncan, Bankjoy Founder & COO

Dive into the dynamic world of JoyCompass, where cutting-edge technology meets financial strategy to significantly boost deposit and loan growth for banks. This session will unveil how JoyCompass not only enhances the financial wellness of individual users but also drives substantial growth for our bank and credit union clients.

10:00AM

Empowering Local Businesses: A Panel with Impact

Led by Bankjoy’s Senior Sales Engineer, David Slaughter, along with client panelists:
  • Bryan Bast, Principal VP of Lafayette Federal Credit Union
  • Traoney Harris, EVP and COO of Live Life FCU

In this session, you’ll hear direct from Bankjoy’s Business Banking customers how they’re assisting local businesses in their community, while meeting their own objectives.

11:00AM

Morning Break

11:30AM

BREAKOUT SESSIONS:

The Role of Embedded Finance in Today’s Financial Services Market

Led by Bankjoy’s SVP of Marketing and Partnerships, Shaw Taylor, along with partner panelists:
  • Josh Williams, Chief Business Officer CD Valet
  • Ben Soppitt, CEO of Unifimoney
  • Mark Smith, VP Sales & Marketing of Incomm Payments

As embedded finance gains traction, many FIs are beginning to rethink their business models. In this session you’ll hear how embedded finance vendors are partnering with FIs to help them achieve a host of goals.

12:15PM

Banking on AI and the Dawn of Joy 2.0

Mike Duncan, Bankjoy Founder & CEO and Brent VanderMeide, Director of Platform

In this session, see how new features and powerful language capabilities can provide an even greater experience for your clients and members.

1:00PM

Keynote: Closing Remarks

Mike Duncan, Bankjoy Founder & CEO

 

Break for Lunch

Sponsored by: InComm Payments
1:45PM

Activity: Hack-A-Thon Golf Tournament

Sponsored by:

Activity: Wine Tasting & Chartered Tour of Napa Valley

Sponsored by:

MEET OURSpeakers

Get to better know our presenters and guest speakers.

 

LOCATIONThe Silverado Resort and Spa

The Silverado Resort and Spa offers a beautiful environment for sharing ideas with peers during networking events, sessions and keynotes while enjoying the best that Napa has to offer! From a world-class golf course, to a top tier spa, and local vineyards, the resort sets the stage for a powerful event!

SPONSORSHIP OPPORTUNITIESPartner With Us

Join us at Elevate as a valued partner and connect with the heart of the fintech community.
Our sponsors play a pivotal role in enriching the experience of our attendees, comprising
Bankjoy's esteemed clientele. This is your chance to showcase your solutions and expertise
to a targeted audience. Explore our tiered sponsorship packages designed to maximize your
impact and visibility.

CONTACTHave Questions? Contact Us.

Please continue to follow this page as we update with more info and details as we approach the big event. For any immediate inquiries, please contact us directly at: elevate@bankjoy.com