Mobile Banking: Trends in Technology, Innovation

Mobile Banking: Trends in Technology, Innovation

FILENE RESEARCH COLLOQUIUM
Mobile Banking: Trends in Technology, Innovation, and Equity
Stanford University
Monday, April 20, 2015
INSIDE
ü Event Notes + Parking/Shuttle Information
ü Colloquium Agenda
ü Parking Map with Shuttle Info
ü Parking Pass
ü Attendee List
Filene thanks our generous supporters for making this experience possible.
EVENT NOTES
Title:
Mobile Banking: Trends in Technology, Innovation, and Equity
Date:
Monday, April 20, 2015
Time:
8:00 a.m. – 3:30 p.m.
Location:
Stanford University, Huang Engineering Center, MacKenzie Room
On campus at 475 Via Ortega
Dress:
Filene Casual – Dress for your comfort! Wear whatever helps you
soak up the most brain food. Jeans OK!
Online Access:
http://filene.org/join/event/mobile-banking-trends-in-technologyinnovation-and-equity
Parking &
Shuttle Info
Complimentary reserved parking is available in Lot 22 (L-22), located at
CAMPUS MAP
Located at the
end of this
packet.
on 4/20/15.
Searsville Rd. & Oak Rd. NOTE: Reserved spots will be marked with signs
reading ‘Restricted Parking – Tow Away’ but are being held for our group
PRINT: Print the parking pass attached to this packet and place it on your
dashboard.
SHUTTLE: From Lot 22 wait at Shuttle Stop #284 located at the corner of
Searsville Road & Campus Road. Board the shuttle posted with Filene –
Stanford Colloquium that will circulate every 15-minutes from 7:30 a.m. t0
8:30 a.m. between Lot 22 and Shuttle Stop ‘Y2E2’ near Huang Engineering
Center (475 Via Ortega). The shuttle will reverse at 3:45 p.m. from Shuttle
Stop ‘Y2E2’ to Lot 22. Alternate Options: You can ride the public shuttle
marked ‘SLAC’ or walk.
Questions:
Contact Andrea Nilsen
Phone: 608.669.5941
Email: [email protected]
FILENE RESEARCH COLLOQUIUM | APRIL 20, 2015
Mobile Banking: Trends in Technology, Innovation, and Equity
Stanford University | Jen-Hsun Huang Engineering Center | MacKenzie Room
AGENDA
8:00 a.m.
Arrival: Check-in | Coffee + light breakfast
8:15 a.m.
Welcome: Welcoming Remarks from Micheal Lepech on behalf of Stanford
University and from Mark Meyer, CEO of Filene Research Institute
8:30 a.m.
Sustainable Banking | Bruce Cahan | Founder, Urban Logic and co-founder
of the Sustainable Banking Initiative at Stanford University: Overview of
Stanford’s Sustainable Banking Initiative, review of Choosing
Relevance Report and setting goals for the day
9:15 a.m.
Science-Based Banking | Michael Lepech | Assistant Professor, Stanford
University: Science-Based Banking and measuring impacts of credit union
membership, through mobile and other channels
10:00 a.m.
Break
10:15 a.m.
Beyond Mobile | Susan Athey | Economics of Technology Professor,
Stanford Graduate School of Business: Beyond Mobile, Blockchains
Explained as Useful for Credit Unions
11:00 a.m.
Possibilities for Mobile | David Fetherstonhaugh | IDEO: Mobile
Technology for CU Member Wellness and Storytelling
11:45 a.m.
Lunch
12:00 p.m.
Fin Tech Founder’s Story | Ryan Caldwell | Founder and CEO, MX
12:30 p.m.
Rights and Wrongs | Stu Soffer | iPriori: Intellectual Property Rights and
Wrongs in Developing and Deploying Mobile Technology Applications
12:45 p.m.
Mind the Gaps | Matt Dean | Founder, Trabian: Mind the Gaps between
Ideas and Implementation of Mobile FinTech
1:30 p.m.
Re-Intermediation | Martha Russell | Director, mediaX, Stanford
University: Re-intermediation of Financial Services or simpler, gentler
design priorities that befit human-centered design
2:00 p.m.
Breakouts | Design meaningful mobile fintech apps
3:00 p.m.
Wrap-Up | Ben Rogers | Research Director, Filene: Wrap-up and group
commitments for taking day’s best ideas forward
Filene thanks our generous supporters for making this experience possible.
Filene Colloquium
Parking & Shuttle
Complimentary reserved
parking is available in Lot
22 (L-22), located at
Searsville Rd. & Oak Rd.
Warning: Reserved spots
will be marked with signs
reading ‘Restricted Parking
– Tow Away’ but are being
held for our group on
4/20/15.
PRINT and place the parking
pass on your dashboard.
Parking in
Reserved Spaces
(Lot 22 )
SHUTTLE: From Lot 22 wait
Colloquium:
Huang Engineering Center
at Shuttle Stop #284
located at the corner of
Searsville Road & Campus
Road. Board the shuttle
posted with Filene –
Stanford Colloquium that
will circulate every 15minutes from 7:30 a.m. t0
8:30 a.m. between Lot 22
and Shuttle Stop ‘Y2E2’
near Huang Engineering
Center (475 Via Ortega). The
shuttle will reverse at 3:45
p.m. from Shuttle Stop
‘Y2E2’ to Lot 22. Alternate
Options: You can ride the
public shuttle marked
‘SLAC’ or walk.
Please allow an extra 15
min. to walk or shuttle from
Lot 22 to Huang Engineering
Center.
PRINT AND PLACE ON DASHBOARD
LOT 22 (Searsville Dr. and Oak Dr.)
Reserved for
Event Attendees
ONLY
Reserved for
Filene Mobile Technology
Colloquium Only
Monday, April 20, 2015
6am-4pm Attendee Name
Organization
Affiliation with Filene
Kevin
Alsup
Technology Credit Union
Leaders Circle
Susan
Athey
Professor, Economics of Technology
Stanford Graduate School of Business
Presenter
Mollie
Bell
Filene
Chief of Engagement
Paul
Benjamin
First Tech Federal Credit Union
Bronze Benefactor
Jim
Boyle
CommonWealth Community Credit Union
Leaders Circle
Brad
Buher
PSCU
Chairman's Roundtable
Bruce
Cahan
Urban Logic, Stanford
Presenter
Ryan
Caldwell
MX, Founder and CEO
Presenter
Patty
Chang
Greater Nevada Credit Union
Leaders Circle
Chris
Chippindale
Ent Federal Credit Union
Bronze Benefactor
Frank
Choy
First Tech Federal Credit union
Bronze Benefactor
Craig
Crismon
Travis Credit Union
Bronze Benefactor
Jennifer
D'Amico
CommonWealth Central Credit Union
Leaders Circle
Matt
Dean
Founder, Trabian
Presenter
Jim
Delyea
Alliance Credit Union
Leaders Circle
Heather
Desarmia
North Peace Savings and Credit Union
Leaders Circle
Jane
Dobbs
Canyon State Credit Union
Leaders Circle
Aoife
Dowling
Vancity
Viktoria
Earle
CommonWealth Central Credit Union
Leaders Circle
Adam
Evans
Mountain America Federal Credit Union
Bronze Benefactor
David
Featherstonhaugh
IDEO
Presenter
Ron
Felder
Redwood Credit Union
Bronze Benefactor
Kevin
Foster-Keddie
WSECU
Bronze Benefactor
Mahuya
Ghosh
First Tech Federal Credit Union
Bronze Benefactor
Ericka
Gorman
Alliant Credit Union
Bronze Benefactor
John
Gracyalny
SafeAmerica Credit Union
Michael
Green
MindBlown Labs
Rick
Heldebrant
Star One Credit Union
Bronze Benefactor
Tina
Holland
Antioch Community Federal Credit Union
Leaders Circle
Lisa
Huyer
NorthCountry Federal Credit Union
Leaders Circle
Attendee Name
Organization
Affiliation with Filene
Randy
Icelow
Central State Credit Union
Brandon
Ivie
Kern Federal Credit Union
Leslie
Jeffries
California Coast Credit Union
Bronze Benefactor
Nav
Khanna
Travis Credit Union
Bronze Benefactor
Hyong
Dave
Kim
Hanin Federal Credit Union
Leaders Circle
Andree
Kirk
San Francisco Federal Credit Union
Leaders Circle
Paul
Kirkbride
CU Direct
Chairman's Roundtable
Donald
Kneisler
San Mateo Credit Union
Leaders Circle
Dean
Knudtson
CSCU
Chairman's Roundtable
Kevin
Landel
Patelco Credit Union
Bronze Benefactor
Jack
Lawson
Missoula Federal Credit Union
Leaders Circle
Seung Ho
Lee
James
Hanin Federal Credit Union
Leaders Circle
Micheal
Lepech
Assistant Professor, Stanford University
Presenter
Douglas
Marshall
BECU
Bronze Benefactor
Paul
Matejcak
LSC
Mark
Meyer
Filene
CEO
Preston
Monroe
San Mateo Credit Union
Leaders Circle
Tracy
Moore
MindBlown Labs
Julie
Moran
Digital Federal Credit Union
Silver Benefactor
Melissa
Morgan
Patelco Credit Union
Bronze Benefactor
Margarete Mucker
Star One Credit Union
Bronze Benefactor
Steve
Naylor
Technology Credit Union
Leaders Circle
Andrea
Nilsen
Filene
Engagement Manager
Jason
Osterhage
Alliant Credit Union
Bronze Benefactor
Steven
Page
1st United Services Credit Union
Christine
Petro
Reach Federal Credit Union
Leaders Circle
Trey
Reemes
Trabian
Presenter
Joseph
Reid
CSCU
Chairman's Roundtable
Robbie
Roberson
Oregon Community Credit Union
Bronze Benefactor
Terry
Rodrick
First Tech Federal Credit Union
Bronze Benefactor
Attendee Name
Organization
Affiliation with Filene
Gary
Rodrigues
Star One Credit Union
Bronze Benefactor
Ben
Rogers
Filene
Director of Research
Mark
Ross
Ventura County Credit Union
Leaders Circle
Martha
Russell
Director, mediaX, Stanford University
Presenter
Jojo
Seva
CoastHills Credit Union
Leaders Circle
Fred
Shuherk
Star One Credit Union
Bronze Benefactor
Gerri
Sinclair
Vancity
Joel
Smith
CSCU
Chairman's Roundtable
Stu
Soffer
iPriori
Presenter
Deborah
Sunderman
Alliance Credit Union
Leaders Circle
Anna
Tellez
Antioch Community Federal Credit Union
Leaders Circle
Mike
Upton
First Tech Federal Credit Union
Bronze Benefactor
Jaime
Vasquez
SkyOne Federal Credit Union
Leaders Circle
Caroline
Willard
CO-OP Financial Services
Chairman's Roundtable
Timothy
Williams
Sno Falls Credit Union
Leaders Circle
Gwen
Wong
Meriwest Credit Union, CUNA Councils
Jeff
York
CoastHills Credit Union
Leaders Circle