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 CONFERENCE AGENDA
Sunday, June 17, 2007
 2:00 PM - 5:00 PM Wireless 101: How to Capitalize on Mobile Commerce Opportunities Are you beginning to form a mobile commerce strategy? Are you unfamiliar with how the technologies can be applied to help you achieve your business goals? What are the resources you need in order to kick start your mobile outreach plan? In this interactive workshop, you'll have the opportunity to gain a comprehensive understanding of the business case for mobile commerce, the interplay of stakeholders and the benefits to you. Hear, discuss and participate in these key issues:
Roger Applewhite Technology Strategist Avenue B Consulting
Monday, June 18, 2007
Registration and Continental Breakfast 8:30 AM - 8:45 AM Chairperson's Opening Remarks Bob Egan Chief Analyst The Tower Group 8:45 AM - 9:45 AM Mobile Marketplace Overview and Projection This presentation will offer key marketplace insights necessary for financial institutions to understand as they build their strategy and consider the risks and rewards. Youll hear these key points:
Richard K. Crone Crone Consulting 9:45 AM - 10:30 AM Keynote Presentation The Mobile Commerce Journey for Financial Institutions Wachovia was one of the first U.S. top ten banks to make mobile banking available to its customers. While the number of users of its mobile applications is still small, the reaction of its customers was significant enough to encourage the bank to make its first forays into building a mobile platform. Hear these key points your organization should consider:
Ilieva Ageenko Senior Vice President and Director of Emerging Applications Wachovia 10:30 AM - 11:00 AM Morning Refreshment & Networking Break 11:00 AM - 11:45 AM Featured Presentation Keys to Success for Launching a Mobile Commerce Platform - The Story of DoCoMo and Lessons Learned Japan is widely known as the world's innovator in mobile internet and mobile wallet services. In this session, Carl Hirano, former Managing Director at DoCoMo's iMode and mastermind of the iMode payment service, iD,will share his views on the keys to success for creating and sustaining mobile marketing, content and e-commerce initiatives. Key questions answered as part of this presentation include:
Carl Hirano Former Managing Director DoCoMo.com, Inc. 11:45 AM - 12:30 PM Panel Discussion What Will Mobile Commerce Look Like? While the mobile device is the most widely distributed communication technology in the world, its use by US consumers to enable financial and payment transactions is still evolving. In this session, youll hear about the various applications supported by mobile devices and the underlying communications systems including:
Moderator: Maria Arminio Founder Avenue B Consulting Panelist: Moneet Singh CEO Sapphire Mobile Bob Hedges Founder and Managing Partner Mercatus LLC 12:30 PM - 1:30 PM Networking Luncheon 1:30 PM - 2:15 PM Panel Discussion Developments in the Mobile Payments Arena Payments are due to comprise the majority of commercial mobile transactions. In this session, you'll hear about the convergence of contactless payments on the mobile device via various contactless payments solutions, as well as:
Moderator: Bruce Cundiff Senior Analyst Javelin Strategy and Research William Nichols SVP, Global Marketing & Business Development VeriFone Ajay Bam Founder, Director of Product Management Modiv Media Dion Lisle Vice President, Business Development Obopay 2:15 PM - 3:10 PM Panel Discussion Emerging Technologies - Mobile Payments and Services
Moderator: Pam Zuercher VP, Product Innovation Visa Dave Holmes Business Development Manager, Near Field Communications NXP Semiconductors Yasuhisa Nakamura, Ph.D. Executive Director, Ubiquitous Services Department NTT DoCoMo, Inc. David Wood Director, Business Development QUALCOMM 3:10 PM - 3:40 PM Networking Break 3:40 PM - 4:25 PM Lessons from the Online Channel When financial institutions provided online services to their customers, much was learned about how to leverage an emerging technology to meet customer needs and provide a valuable service. Some assume that the mobile customer can be treated much the same way as the online customer. But is this really the case? In this session hear these lessons learned from efforts in the online space, that can be applied to a mobile strategy, including:
Taylor Driggs Director, Business Development Digital Insight 4:25 PM - 5:10 PM Panel Discussion Security Considerations for the Mobile Marketplace
Moderator: Bob Egan Chief Analyst The Tower Group Panelists: Eric Duprat SVP, Vice President Business Development NFC for North America Inside Contactless John Keane VeriSign Senior Product Manager, Mobile Commerce Solutions Joe Mendoza Director of Marketing Gemalto 5:10 PM - 6:00 PM Networking Reception
Tuesday, June 19, 2007
Chairperson's Recap of Day One 8:15 AM Panel Discussion The Business Case for Adopting a Mobile Platform In this session, several case studies including Broadway Bank, Fidelity and MasterCard -- will be examined as well as non FI examples to identify and share best practices. In addition, these key issues will be addressed:
Moderator: Steve Mott Principal Better Buy Design Panelists: Tom Llewellyn EVP and CIO Broadway Bank Jefferson Lilly Director mBlox Toshihiro Uchida Director, Business Development Fidelity eBusiness Wireless 9:00 AM - 9:45 AM Strategic Partnerships: Mobile Service Providers, Financial Institutions, Content Providers and Manufacturers So far, the technology isn't providing as many challenges as the interplay of stakeholders in the mobile commerce space. The business is of mobile commerce is heavily reliant on various organizations ability to work together to provide a common platform and business model.
Tripp Rackley CEO Firethorn Bob Homer VP, Product Management CheckFree Corp. Spencer White Director - Senior Manager Marketing AT&T Mobility Mobile Financial Services & Business Development Consumer Data Services 9:45 AM - 10:15 AM Networking Break 10:15 AM - 11:00 AM Mobile Banking Case Study: Results and Lessons Learned from a Pilot Rollout BancorpSouth's foray into mobile banking began in late 2006 with the intention of determining what their customers desired in a mobile banking solution. The bank offered a basic suite of services that included billpay, account inquiries and fund transfers. In this case study, you'll hear about:
Michael Lindsey SVP and Manager, Electronic Delivery Services BancorpSouth 11:00 AM - 11:45 AM Panel Discussion Customer Interaction through Mobile Interaction This discussion will evaluate the consumer perspective on mobile or wireless banking using laptops, cell phones, PDAs and other mobile devices and examine usage and potential, as well as advantages, opportunities and concerns of mobile commerce adoption, as well as:
William McCracken CEO Synergystics Research Corporation Joe Salesky CEO ClairMail Drew Seivers CEO mFoundry 11:45 AM - 12:30 PM The Carrier and Device Manufacturer's Perspective Banks, credit unions, payment processors, networks and other financial services stakeholders have been pursuing mobile banking and payments without a clear understanding of who, what, where and how to work with wireless carriers and device manufacturers. This is the first event to explore the synergism from working together. Moderator: Richard K. Crone Crone Consulting Panelists: Spencer White Director - Senior Manager Marketing AT&T Mobility Mobile Financial Services & Business Development Consumer Data Services Ravin Singh Market Development Manager, Mobile Commerce Motorola John C. Lamey Supervisor Finance Qwest Communications International, Inc. David Wood Director, Business Development QUALCOMM Joe Mendoza Director of Marketing Gemalto |
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