Brett King

Often referred to as The Disruptor, Brett King is known in financial circles as a Bank Futurist. Recently named Innovator of the Year’ by American Banker Bank TechnologyNews Magazine, Brett’s radical and revolutionary views pertaining to customer experience and financial services have made him a sought after expert and strategic advisor to many of the world’s leading financial services organizations.

An Australian, who has also lived in the Middle East and Hong Kong, King, now resides in New York where he runs a strategic advisory firm, User strategy. His latest endeavor, likely his most ambitious yet, is Moven – the world’s first card-less, direct mobile bank.

When not traipsing the globe, infecting the continents with his progressive banking movement, Brett can be found turning out best sellers; Gone Today Branch Tomorrow, Bank 2.0, and his latest – Bank 3.0. King’s insightful and thought provoking contributions can also be found in The Huffington Post, The Financial Times, The Economist, American Banker, The Wall Street Journal, Bloomberg TV, and Seeking Alpha.

BRETT KING – KEYNOTES

Based on his bestselling book BANK 2.0 and “Branch Today, Gone Tomorrow”, Brett King’s presentations entertain and educate audiences on how consumer behavior and technology are changing the way we do banking and how significant changes in the future will change your view of customer interactions forever. “As customers embrace the blackberry, iPhone, and new devices like the iPad, banks are marginalized as a transaction platform and telcos, aggregators and players like PayPal are capturing customers.” Brett King, BANK 2.0 Author on Bloomberg TV affiliate SBC (Greece)

The Big Shift: How Customer Behavior & Technology will Change the Future of Retail Financial Service

Ten years ago, no one could have predicted that 90 per cent of daily transactions would be electronic, that Internet banking would provide more revenue than branches, that social media would drive your brand, and that growth in mobile banking would be the final nail in the coffin for the dominance of branch banking.

Brett King reveals in this charged keynote why customer behavior is so rapidly changing, including the four phases of disruptive change, how branches must evolve, why checks are rapidly disappearing and cash is next, why your mobile phone will replace your wallet in the next 2-3 years, and how financial institutions must reinvent themselves or become irrelevant.

Brett King has appeared on Bloomberg TV, CNBC, been featured in the Financial Times, Washington Post, and has spoken at events for Google, Oracle, plus some of the world’s biggest banks and corporations – explaining “The Big Shift.”

The Future of Retail Financial Services

Brett King looks at the latest trends that are redefining financial services and payments. From the global scramble for dominance of the mobile wallet, the expectations created by Tablet computing, the operationalizing of the Cloud and the explosion of Social Media.

In this session he identifies how Social Media has exposed pricing, over-regulation, outdated processes, poor policy and explains how mobile technology is completely changing the context of banking. He also dives into how customer advocacy is killing traditional brand marketing, the growth of the ‘de-banked’ consumer who doesn’t need a bank at all, and why Banking is no longer a place you go, but something you do.

The Battle for the Bank Account: And Why the Banks Will Probably Lose…

In this new topic for 2012, Brett explores the end-game in the emergence of the mobile wallet and what it means for the humble bank account. With more than 60% of the world’s population without a bank account, with the ubiquitous nature of mobile phone handsets and the increasingly pervasive pre-paid ‘value store’, will you need a bank at all in the future?

When you can get your salary paid directly onto your phone, when your iTunes account doubles as a prepaid debit card and when you can use Facebook to send money – will banks still be able to compete

Advocacy, Behavior, Context – The New Rules of Engagement

In this session designed for marketers and digital channel professionals, Brett King explores how social media, mobile marketing, daily deals, geo-location, advocacy, gamification and behavioral psychology are working to change the rules of engagement for financial service brands.

This shift has far reaching implications for the organization, including rebuilding the marketing team, defining new metrics, delivering true 1:1 propositions and creating an open brand dialog.

Moven™ and the Reboot of Banking

Moven™ is a revolutionary new bank that will launch in 2012. This is the story of how Moven™ will revolutionize retail banking on multiple fronts. Brett King tells the story of why Moven™ decided on a card-less, paper-less, transparent model of banking and how the CREDSCORE™ engagement model is going to change the way we think about engagement, value and lending in the banking arena. If Moven™ achieves what it is aiming for, it will change the way people think about banking forever.

Based on his best selling book BANK 2.0, Brett King’s presentations entertain and educate audiences on how consumer behavior and technology are changing the way we do banking and how significant changes in the future will change your view of customer interactions forever. “As customers embrace the blackberry, iPhone, and new devices like the iPad, banks are marginalized as a transaction platform and telcos, aggregators and players like PayPal are capturing customers.” Brett King.

Full Biography

Brett King a strategic advisor to the global financial services industry,

Brett King on third generation banking – he is on the ground floor of creating it.

Founder and Chairman of Movenbank, the first direct mobile bank in the US and UK, he has been featured on BBC, CNBC, Bloomberg TV, The Wall Street Journal, Financial Times, The Economist and The Asian Banker Journal.

Recognized as a global expert on innovation, customer experience, channel distribution strategy and understanding the fundamental shifts in consumer behavior, he publishes regularly in his role as industry advisor on Huffington Post, Internet Evolution, FinExtra.

King is a Board Advisor at Geezeo, a leading software services provider for banks and credit unions. He advises IAFM, the International Academy of Financial Management™ (previously known as the American Academy of Financial Management).

One of the founders of IAFM, one of the world’s fastest growing professional associations with more than

200,000 members, associates and affiliates in 145 countries,King was instrumental in the development of the worldwide certification training provided by IAFM. He led the Asia division for Modem Media/Digitas (part of the Publicis group) managing revenues in excess of $10m per year and a 100 to 150 staff persons.

King was a Director for Deloitte Consulting with service line responsibilities in the technology integration arena across the Asia region, particularly within the financial services practice.

King advises top financial institutions globally and has presented at conferences in more than 30 countries for organizations like Google, Forbes, Oracle, The Economist, SWIFT, the American Bankers Association, Bloomberg, The Asian Banker, IIR, Marcus Evans, DTT Fast 500 and HSBC.

An international judge for The Asian Banker Retail Banking Excellence Awards, the GSMA Global Mobile

Awards, the Middle East Business Achievement Awards and the Middle-East Retail Banking Awards.

Specialties

  • The Future of Banking
  • Banking and Finance Sector
  • Executive and Professional Development
  • Channel Optimization and Prioritization

HCI, Usability The Big Shift in the Fundamentals of Consumer Behavior

Most of our business models are based on physical interactions, processes that occur face-to-face and value based on presence. What happens when the fundamentals of consumer behavior shift?

If you don’t yet understand “The Big Shift” then it is likely you and those around you still perceive changes like the arrival of the internet, Smartphone’s, mobile payments, Social Media and networking as the progression of technology adoption. But what if there was much more to these changes? What if they formed the basis of something fundamental and when seen collectively they foretold much bigger and more significant changes in the future?

Whether it is a brand, the value assets or the potential of a future investment, chances are consumers are already communicating their opinions using social media platforms.

Tools that have arisen from ‘The Big Shift’ include the process of ‘sentiment analysis’ which will allow investors to forecast the attitude of consumers with regards to specific issues based on what the public are communicating. This in turn, creates an opportunity to access knowledge that is already available in forecasting the success or risk of an investor’s current or future portfolio in ‘real time’.

Learning to surf ‘The Big Shift’, provides investors with an opportunity to reconnect the marketplace, removing intermediaries streamlining blockages in communications which in turn impede marketplace competiveness.

By using simple social media tools, the property industry can not only capture and search the expertise available within the network, but also create relationships encouraging peer to peer lending and private investors.

Brett King has appeared on Bloomberg TV, CNBC, been featured in the Financial Times, Washington Post, and has spoken at events for Google, Oracle, and some of the world’s biggest banks and corporations – explaining “The Big Shift.”

Todd Buchholz

Acclaimed author, former White House economic policy director and economist Todd Buchholz connects the dots between local and global markets, the politics that define business environments, and the people who drive it all. He puts global politics and financial markets into perspective and offers a positive understanding of the challenges and opportunities facing today’s markets. Buchholz “lights up economics with a wickedly sparkling wit,” says the Associated Press. Read more

Andrew Busch

Author, columnist and television commentator, Andrew Busch has been connecting the dots between events and global financial markets for the last twenty-five years. As the Global Currency and Public Policy Strategist for BMO Capital and outside advisor to Congress and the US Treasury, Andrew Busch regularly crafts strategies for dealing with the volatile global markets. With a humorous and humble Midwest approach, Busch shows audiences how to interpret the seismic global and public policy shifts that are taking place for investors and corporations. His timely and energetic presentations show attendees how to live and thrive in the current economic chaos.

A CNBC contributor who is regularly quoted in the press around the world, his blog is number one on CNBC’s website. In addition to his daily newsletter The Busch Update, his columns in Forbes and his monthly columns for SFO (Stock, Futures, and Options) Magazine, Busch has written World Event Trading: How To Analyze and Profit From Today’s Headlines.

Andy has appeared for the last three years on CNBC’s The Closing Bell with Maria Bartiromo and is a CNBC contributor. Also, he appeared on FOX Business, Canadian BNN’s SqueezePlay, Bloomberg TV, and numerous CNN shows including Lou Dobbs Tonight. He is regularly quoted in the following press: Wall Street Journal, Reuters News Services, Dow Jones News Services, Associate Press, and the Globe and Mail.

PROGRAM TOPICS

Lucky 13: Can we turn the corner?
Will 2013 prove to be the year where the global economic recovery sustains itself or will it fall into recession? Andrew Busch, editor and publisher of the Busch Update financial and political newsletter, draws on his thirty years of market experience to provide the opportunities and problems that lie ahead this year. As seen weekly on CNBC’s Money in Motion, Busch breaks down the chaos into clear, easily understood analysis with his unique perspective and humor. “After getting run-over by the biggest and baddest financial market players in the world and surviving, I can not only tell you their license plate numbers, but also how to get the economic bugs out of your teeth.” Andrew Busch will help you understand the forces of central banks and public policy makers as they attempt to pump up global economic growth. Europe, China and the United States are covered and connected to show you how they impact your world.

Dis-function in DC: What to expect, watch and avoid
The fiscal cliff, the economic bungee and Taxmageddon are all new terms to the political and economic landscape for 2013. Now more than ever, the intersection of politics and markets is key to understanding how the world works and how it impacts your business. As an outside advisor on financial markets to Bush administration and the McCain campaign, Andrew Busch has for the last thirty years focused on how Washington has impacted the economy, the financial markets and the world. US Treasury Secretaries John Snow, Hank Paulson and Tim Geithner as have sought out Busch’s advice on jobs, taxes and fiscal issues. In 2012, Busch met and advised: Sen. Orrin Hatch, Rep. Dave Camp and Rep. and VP candidate Paul Ryan. As seen weekly on CNBC’s Money in Motion, Busch details the upcoming winners and losers from the current combative and dis-functional US government with humor and insight.

Top Ten Risks for 2013: Positive and negative opportunities
The 2008 financial crisis, the European debt crisis and China’s stock market collapse were all three tailed events that have become the norm and not the exception in today’s market. Low probability, high-risk events generate uncertainty and opportunity for those willing to keep their eyes and options open in 2013. With his thirty years of financial market experience, Andrew Busch will detail what he sees as the top ten risks for 2013 that can create a +/- 10% move in the markets. From an election in Germany to the outlook for the US housing recovery, Busch supplies his unique brand of analysis and ideas. As author and publisher of the Busch Update, Busch has investigated and written on top, market moving events including his book, World Event Trading: how to profit from today’s headlines. (Wiley, 2007) Since March of 2011, Busch has shared his views on CNBC’s Money in Motion show with keen analysis and humor that shows how the global markets are connected and how they impact your world.

Gold, Oil and Ag: The volatile mix of commodities and quantitative easing
The US Federal Reserve, the Bank of England and the Bank of Japan are all on quest to promote economic growth using the most dangerous monetary tool available: quantitative easing. What will this mean for the value of gold, energy and agriculture products in 2013? Editor and publisher of the Busch Update, Andrew Busch will share his thirty years of expertise in the financial markets and detail not only which central bank succeed or fail, but also how their actions impact the commodity markets. As he does on CNBC’s Money in Motion, Busch breaks down the global central bank actions for your audience to show how they generate big moves in the value of gold, energy and agriculture products. Busch has enlightened and entertained farmers, bankers and politicians on the pitfalls and pratfalls that happen when Bernanke, Carney and Shirakawa, print unlimited amounts of money.

Full Biography

Andrew B. Busch is the Editor-in-chief for the global market and public policy newsletter, “The Busch Update.” He is regular panelist on CNBC’s new show, “Money in Motion” that appears every Friday. His views can be found on www.andrewbusch.com as well as CNBC.com.

For 22 years, he was with BMO Capital Markets and has written the Busch Update for the last 13 years. He was named BMO’s Global Currency and Public Policy Strategist in 2007. Based in Chicago, he is a recognized expert on the world financial markets and how these markets are impacted by political events.

He provides clients with analysis on public policy issues for China, Europe and the United States. Public policy is of growing importance as the role of government has become more intertwined with the markets and the private sector.

On a regular basis, Andy consults with staff from the U.S. Department of the Treasury and Congress on economic, financial market and tax issues. In 2011, Andy was asked to testify in front of Congress on the effectiveness of the 2009 Stimulus package. From 2004 to 2008, he was an outside advisor to the US Treasury Department and White House on the economy and financial markets. Andy had a similar role for the 2008 McCain campaign. He has met and advised the last three US Secretary of the Treasury including John Snow, Hank Paulson and Tim Geithner.

In addition to his CNBC show, Andy is widely followed by clients and media for his daily commentaries and his frequent appearances on major financial news outlets, including: the WSJ, The Hill, Politico and USA Today. In 2007, he published his book entitled, “World Event Trading: How to profit from today’s headlines” by Wiley.

Susan Dentzer

Susan Dentzer is Senior Policy Adviser at the Robert Wood Johnson Foundation, the nation’s largest philanthropy focused on health and health care, and an on-air analyst on health issues with the PBS NewsHour. She served from 2008-2013 as the editor-in-chief of Health Affairs, the nation’s leading journal of health policy. Ms. Dentzer also previously led the NewsHour’s health unit, reporting extensively on-air about health care reform debates. She currently serves as a member of the Board of Overseers of Dartmouth Medical School and is an Overseer of the International Rescue Committee, a leading humanitarian organization. Read more

Jeff Bauer

Jeff Bauer

Dr. Bauer is an internationally recognized health futurist and medical economist.  As an independent industry thought leader, he forecasts the evolution of health care and develops practical approaches to improving the medical sector of the American economy.  He is widely known for his specific proposals to create an efficient and effective health care delivery system through multi-stakeholder partnerships and other initiatives focused in the private sector. Dr. Bauer provides insight and thought-provoking presentations that leave attendees with a wealth of helpful “take home” information.

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Matt Oechsli

Matt Oechshi

Matt Oechsli is one of the leading authorities regarding marketing, selling, servicing and developing loyalty Read more

Ken Dychtwald

Ken Dychtwald

Ken Dychtwald, Ph.D. is the nation’s foremost thought leader on population aging and its profound business, social, healthcare, financial, workforce and cultural implications. Over the next decade, leading industries, companies, governments, and major institutions will be challenged to transform their strategies, marketing, branding, distribution, product development, and workforce management to fully prepare for and capitalize on key trends created by a rapidly aging population.
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Jeremy Rifkin

Jeremy Rifkin

Full Biography

Emotional,   inspiring,   intense,   motivating, and hope-giving are just a few words to describe Jeremy’s story of overcoming Obsessive  Compulsive  Disorder.    At  the age of twelve, Jeremy developed a severe case of OCD–Obsessive-Compulsive Disorder. Anxiety came first, followed by a stream of methodical actions he felt he had to perform in order to calm his many panic attacks: repetitive praying at bedtime; endless reorganizing of clothes, furniture, and other household objects; walking in patterned movements; obsessive counting; and constant tapping, just to name a few. On most days these rituals occupied up to four hours of his day. His quality of life rapidly declined. He lost over thirty pounds in just over two weeks, his grades in school dropped to the point where he was always in danger of failing, and he became depressed and lost interest in all the boyhood activities he previously loved.  He lived with this crippling illness for almost seven years before his life began to turn around.

Jeremy Bennett is a man on a mission. He takes his audience into a dark corner of the human mind, then draws them back out again with the hope that OCD can be managed. And it can. He is living proof.  In his motivational presentations and in his book, The Power of the Mind: How I Beat OCD (Release date Summer, 2010) he tells his journey and gives hope to those who have lost it.

Jeremy has a degree in Psychology and Philosophy from St. Francis Xavier University, is an international motivational speaker, a professional Psychological Illusionist, and is currently starring in Vision TV’s ‘Supernatural Investigator: Chaos Magick’ and is in production of a 13 episode television series called ‘Occam’s Razor’ where he travels the world investigating different supernatural subjects.  He is also the Co-Chair of the Canadian Qigong and Traditional Chinese Medicine Congress and star of ‘Believe’, a made for television special that was broadcasted internationally.

Jeremy believes all success starts with a thought.  It’s how we treat and nurture that thought that will determine what we attract into our lives.

 

Full Biography

Jeremy Rifkin is president of the Foundation on Economic Trends and the bestselling author of nineteen books on the impact of scientific and technological changes on the economy, the workforce, society, and the environment. His books have been translated into more than thirty five languages and are used in hundreds of universities, corporations and government agencies around the world. His most recent books include:

The Third Industrial Revolution
The Empathic Civilization
The Hydrogen Economy
The European Dream
The End of Work
The Age of Access
The Biotech Century

Jeremy Rifkin has been an advisor to the European Union for the past decade. Mr. Rifkin advised the government of Spain during its presidency of the European Union (January 1st – June 30, 2010). Mr. Rifkin also served as an adviser to President Nicolas Sarkozy of France, Chancellor Angela Merkel of Germany, Prime Minister Jose Socrates of Portugal, Prime Minister Jose Luis Rodriguez Zapatero of Spain, and Prime Minister Janez Janša of Slovenia, during their respective European Council Presidencies, on issues related to the economy, climate change, and energy security. He currently advises the European Commission, the European Parliament, and several EU heads of state.

Mr. Rifkin is the principle architect of the European Union’s Third Industrial Revolution long-term economic sustainability plan to address the triple challenge of the global economic crisis, energy security, and climate change. The Third Industrial Revolution was formally endorsed by the European Parliament in 2007 and is now being implemented by various agencies within the European Commission as well as in the 27 member-states.

Mr. Rifkin is also the founder and chairperson of the Third Industrial Revolution Global CEO Business Roundtable, comprised of 100 of the world’s leading renewable energy companies, construction companies, architectural firms, real estate companies, IT companies, power and utility companies, and transport and logistics companies. Mr. Rifkin’s global economic development team is the largest of its kind in the world and is working with cities, regions, and national governments to develop master plans to transition their economies into post-carbon Third Industrial Revolution infrastructures.

Since 1994, Mr. Rifkin has been a senior lecturer at the Wharton School’s Executive Education Program at the University of Pennsylvania — the world’s #1 ranked business school— where he instructs CEOs and senior management on transitioning their business operations into sustainable Third Industrial Revolution economies.

Mr. Rifkin’s monthly column on global issues appears in many of the world’s leading newspapers and magazines, including The Los Angeles Times in the United States, The Guardian in the U.K., Die Süddeutsche Zeitung and Handelsblatt in Germany, Le Soir and Knack in Belgium, L’Espresso in Italy, El Mundo and El País in Spain, Kathimerini in Greece, Informatíon in Denmark, De Volkskrant in the Netherlands, Hospodárské Noviny in the Czech Republic, Wort in Luxembourg, Eesti Päevaleht in Estonia, Trud in Bulgaria, Clarín in Argentina, and Al-Ittihad in the U.A.E.

Rifkin has been influential in shaping public policy in the United States and around the world. He has testified before numerous congressional committees and has had consistent success in litigation to ensure responsible government policies on a variety of environmental, scientific and technology related issues.

He has been a frequent guest on numerous television programs, including Face the Nation, The Lehrer News Hour, 20/20, Larry King Live, Today, and Good Morning America. The National Journal named Rifkin as one of 150 people in the U.S. that have the most influence in shaping federal government policy.

Mr. Rifkin holds a degree in economics from the Wharton School of the University of Pennsylvania, and a degree in international affairs from the Fletcher School of Law and Diplomacy at Tufts University. Rifkin speaks frequently before government, business, labor and civic forums. He has lectured at hundreds of the world’s leading corporations as well as more than 200 universities in some 30 countries in the past 30 years.

Mr. Rifkin is the founder and president of The Foundation on Economic Trends (www.foet.org) in Bethesda, MD. The Foundation examines the economic, environmental, social and cultural impacts of new technologies introduced into the global economy.

William Shipman

William Shipman

Perhaps the most trusted voice on Social Security and retirement finance reform, both in the United States and around the world, William Shipman enlightens audiences on a potential crisis of international proportions that has, up until recently, gone largely unnoticed. The rapid increase of the elderly population, combined with support systems that are unprepared to handle this unprecedented shift, have put our living standards, international strategic relationships and our very way of life in jeopardy. Shipman addresses real world, positive solutions and the tremendous opportunities that are possible with thoughtful reform. Read more

Norman Ornstein

Norman Ornstein

A highly respected and trusted political analyst, Norman Ornstein delivers an in-depth commentary about the American political system and its various processes. An observer of U.S. politics for over 30 years, Ornstein delivers spot-on analyses of the Washington political scene. Through a combination of scholarship, hard journalism and practical down-to-earth understanding of human nature, he not only comments on the political process but gets right down in the thick of it. Deemed the “nation’s hottest pundit” by Columbia Journalism Review and an “icon of the press” Read more