AGENDA AT A GLANCE. June 3-6, 2014 PAC SMART PRODUCT ADVISORY COUNCIL BRANCH USER GROUP

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1 AGENDA AT A GLANCE June 3-6, 2014 ke Ci y, PAC PRODUCT ADVISORY COUNCIL BRANCH USER GROUP

2 TUESDAY JUNE 3, :00pm - 6:00pm Conference Registration 12:30pm - 4:00pm Pre-Conference PRM Training Class [Provence] Advisory Board Meeting - Retail Payments for BASE24-eps [Riviera] Advisory Board Meeting - Retail Payments for Postilion [Bagatelle] Advisory Board Meeting - Retailer [Vienna] Advisory Board Meeting - Fraud & Risk [Audubon] 5:30pm - 7:30pm Welcome Reception Center Courtyard WEDNESDAY JUNE 4, :00am - 8:00am Breakfast & Conference Registration Grand Ballroom AD 8:00am - 8:45am Opening User Group Sessions [Grand Salon] [Savoy] EB CAG [Vienna] PAC (OUB/CB) [Venezia] PAC (OLB) [Fontainbleau] [Bagatelle] 8:45am - 9:00am 9:00am - 9:30am The Disruption Opportunity - Jeremy Wilmot SVP & General Manager Americas, ACI 9:30am - 10:30am Keynote: A Brave New Business World Colin Turner CEO Trusted Advisor & Strategist 10:30am - 11:00am Refreshment Break 11:00am - 11:25am Changing Landscape of Payments Dan Frate Group President Global Markets & Product Mgmt., ACI 11:25am - 12:00pm Solutions for a New Payments World Matt Ellis SVP Global Markets, ACI 12:00pm - 12:25pm Supporting Payments Carolyn Homberger, Group President Customer Mgmt. & Maintenance, ACI 12:25pm - 12:30pm Summary & Close - Jeremy Wilmot 12:30pm - 1:30pm Lunch Grand Ballroom AD 4:30pm - 4:45pm 1:45pm - 2:45pm CP Consumer Payments Solutions Strategy & Update [Grand Salon] R Retailer Solutions Strategy & Welcome [Milano] PRM Payments Risk Management Solution Strategy [Audubon] 1:45pm - 2:45pm MTS Product Strategy & Update [Savoy] 2 1:45pm - 2:45pm PAC TBC Universal Online Banker Product Strategy & Update [Venezia]

3 CP = UP Consumer Payments R = UP Retailer PRM = UP Payments Risk Management = UP Transaction Banking - Payments TBC = UP Transaction Banking - Channels = Consumer Omni-Channel 1:45pm - 2:45pm CAG TBC Enterprise Banker Update [Vienna] PAC Online Banking - Current Release Highlights [Fontainbleau] 1:45pm - 2:45pm InterACT MISER Product Update [Bagatelle] 2:45pm - 2:50pm 2:50pm - 3:30pm, CP, PRM, The Current State of EMV in the United States [Grand Salon] 2:50pm - 3:30pm R Commerce Platform Roadmap & Roundtable - Part I [Milano] 2:50pm - 3:30pm Operational Roundtable [Murano] Technical Roundtable [Provence] Product Roundtable [Venice] 2:50pm - 3:30pm PAC CAG TBC Roundtable: All Things Payments [Venezia] PAC Online Banking Product Strategy & Update [Fontainbleau] 3:30pm - 4:00pm Refreshment Break CP Creative Mobile Banking & Payment Initiatives Around the World [Grand Salon] CP NonStop is Payments [Riviera] R Getting Mobile POS Right: What it really takes to go mobile [Milano] PRM PRM Real Time: The Benefits, Pros & Cons [Audubon] Operational Roundtable, continued [Murano] Technical Roundtable, continued [Provence] Product Roundtable, continued [Venice] PAC CAG TBC What s New in UOB [Venezia] PAC CAG TBC Supply Chain Finance [Vienna] PAC Online Banking - Strategy Update, continued [Fontainbleau] Omni Channel Discussion [Bagatelle] 6:00pm - 10:00pm ACI Evening Event Dinner & Entertainment The Leonardo - A Contemporary Science, Technology & Art Museum 3

4 THURSDAY JUNE 5, :30am - 8:30am Breakfast & Exhibit Hall Imperial Ballroom 8:30am - 9:30am ALL ALL Consumer Fraud Survey Results [Grand Salon] 8:30am - 9:30am R PCI 3.0 and Security Strategies [Milano] 8:30am - 9:30am Network Updates: Federal Reserve, SWIFT, Clearing House [Savoy] 8:30am - 9:30am PAC CAG TBC The ACH Network - What does the future hold? [Venezia] 9:30am - 9:45am ALL ALL Hosted Strategies [Venezia] ALL ALL Bank as Biller [Murano] CP BASE24-eps, Card and Merchant Management Product Updates [Grand Salon] CP Postilion Realtime, Office and Card Product Update for Banks and Processors [Riviera] R Modernizing Your Terminal Estate [Milano] PRM Rules Sharing Session [Audubon] ACI UP Hub [Savoy] PAC CAG TBC Getting to UOB [Vienna] PIN Pads and Electronic Signature Capture in the Branch [Bagatelle] 10:30am - 11:00am Refreshment Break & Exhibit Hall Imperial Ballroom 11:00am - 12:00pm CP Payments: An Industry in Flux - Insights from Aite Group [Grand Salon] R EMV Roundtable for Retailers [Milano] PRM Helpful Hints and Tips for PRM Managers and Users [Audubon] 11:00am - 12:00pm Dodd - Frank 1073 Update and Panel [Savoy] 11:00am - 12:00pm PAC CAG TBC, Greenwich Associates - State of the Digital Banking Industry [Venezia] 11:00am - 12:00pm Mercator - The Currently Evolving Branch [Bagatelle] 12:00pm - 1:30pm Lunch & Exhibit Hall Imperial Ballroom 4

5 CP = UP Consumer Payments R = UP Retailer PRM = UP Payments Risk Management = UP Transaction Banking - Payments TBC = UP Transaction Banking - Channels = Consumer Omni-Channel 1:30pm - 2:15pm CP EMV and Card Issuers - Creating a Competitive Advantage with EMV and Mobile [Savoy] CP Transform How You Manage Your Environment with Actionable Business Insight [Riviera] R Securing Cardholder Data Through Network Segmentation [Milano] PRM Leveraging PRM to Address AML Needs [Audubon] 1:30pm - 2:15pm What s New in MTS Baseline and PERs Update [Murano] 1:30pm - 2:15pm PAC CAG TBC Customer Panel - Progress Report on Universal Online Banking Upgrades and Implementations [Venezia] PAC Mercator - Consumer Omni-Channel - An Industry View [Vienna] 1:30pm - 2:15pm Technology in the Branch [Bagatelle] 2:15pm - 2:30pm CP Automated Dispute Manager: The Case for Dispute Management [Savoy] R Commerce Platform Roadmap and Roundtable - Part II [Milano] PRM How to Improve Your Fraud Performance with PRM, Tools and a Small Staff [Audubon] Do You Know This About MTS? [Murano] Next Generation MTS [Fontainbleau] What s New in FX [Provence] PAC CAG TBC ACI UP Hub [Venezia] PAC Serving the Digital Needs of the Small Business Segment [Vienna] Panel Discussion - BYOD for Bank Employees [Bagatelle] 3:15pm - 3:45pm Refreshment Break & Exhibit Hall Imperial Ballroom CP The Cardless ATM Opportunity [Savoy] CP Security Standards Update [Vienna] R Protected Storefront Roadmap and Roundtable [Milano] PRM Enhanced Profiling: Maximizing PRM 8.X [Audubon] 5

6 THURSDAY JUNE 5, 2014 Moving to MTS 5.x [Murano] Web Services Workshop [Fontainbleau] Basel III [Provence] PAC CAG TBC The P Word - What is a Portal - Strategies for Transactional Banking [Venezia] PAC Individual Client Conversations with OLB Team Members [Versailles] Pass the Ball [Bagatelle] 4:30pm - 4:45pm 4:45pm - 5:30pm CP, R, PRM - Customer Only Session [Savoy] 4:45pm - 5:30pm Transaction Banking Solution Overview [Murano] Navigating Salesforce 101 [Fontainbleau] Robust, Low Cost SWIFT Connectivity [Provence] 4:45pm - 5:30pm PAC CAG TBC, What Size Is Your Screen? Responsive Web Design [Venezia] 4:45pm - 5:30pm Business Meeting [Bagatelle] 5:30pm - 7:00pm Exhibit Hall & Vendor Reception Imperial Ballroom 6

7 FRIDAY JUNE 6, 2014 CP = UP Consumer Payments R = UP Retailer PRM = UP Payments Risk Management = UP Transaction Banking - Payments TBC = UP Transaction Banking - Channels = Consumer Omni-Channel 8:00am - 9:00am Breakfast Grand Ballroom AD 9:00am - 9:45am CP Rapid Customization with BASE24-eps 2.0 [Murano] CP Planning the Postilion Roadmap [Riviera] R The Mobile Wallet as a Marketing Platform [Milano] PRM Being Prepared for Version Upgrades - Best Practices from an ACI DBA [Audubon] 9:00am - 9:45am 9:00 Annual Meeting and Voting 9:15 Q&A with ACI [Grand Salon] 9:00am - 9:45am PAC CAG TBC Speed Dating with Transaction Banking (Channels) Product Managers [Venezia] PAC OLB Closing Conversations and Go Forward [Vienna] 9:45am - 10:00am ALL ALL Infrastructure Solutions Strategy and Update [Murano] ALL ALL Why the Future of Banking Bill Pay is Bright [Riviera] R Customer Life-Cycle [Milano] PRM Fraud Management Roundtable [Audubon] MTS Extravaganza [Grand Salon] PAC CAG TBC Speed Dating with Transaction Banking (Channels) Product Managers [Venezia] PAC Individual OLB Conversations with OLB Team [Versailles] 10:45am - 11:15am Refreshment Break 11:15pm - 12:00pm ALL ALL Automated Testing: Demand, Trends and the Impacts on Your Technology Refresh [Murano] 11:15pm - 12:00pm CP Improving Risk Management [Riviera] R Fuel/Petroleum Roundtable [Milano] PRM Fraud Management Roundtable, continued [Audubon] 11:15pm - 12:00pm MTS Extravaganza, continued [Grand Salon] 11:15pm - 12:00pm PAC CAG TBC The Disruption Opportunity - Ideas to Take Home [Venezia] PAC Individual OLB Conversations with OLB Team [Versailles] Conference Concludes See You in New Orleans! 7

8 CONFERENCE FACILITIES HOTEL MAP FIRST FLOOR D D B C N A B IMPERIAL BALLROOM C IMPERIAL BALLROOM RECEPTION A,B,C A GRAND BALLROOM GRAND BALLROOM RECEPTION A,B,C GRAND BALLROOM OFFICES NORTH AND SOUTH SAVOY ENVOY RECEPTION MURANO GARDEN SALON VENEZIA GARDEN SALON T ATION DESK COATROOM 600 SOUTH PORTE HERE GRAND SALON PATIO GRAND SALON RECEPTION SALES OFFICE OAK ROOM EARL S LOUNGE GIBSON GIRL LOUNGE JOU JOU GARDEN COURTYARD LOBBY LOUNGE RETAIL RETAIL GRAND SPA FITNESS CENTER TERR GARDEN CAFE NEWSSTAND LOBBY GUEST ELEVATORS EXECUTIVE OFFICE/ BUSINESS CENTER OUTDOOR POOL TERR LA BONNE VIE Meeting Rooms Dining Areas Spa Areas Retail Shops Lobby Areas Restrooms & Phones Terrace & Gardens Elevators & Stairs Hotel Offices THIRD FLOOR (Overlooks Garden Courtyard) TERR (Overlooks Garden Courtyard) TERR GRENOBLE VENICE VERSAILLES BELVEDERE FONTAINBLEAU AMBASSADOR EMBASSY VIENNA SUSSEX HERMITAGE TUSCANY PROVENCE ELEVATOR RESTROOMS RIVIERA MILANO AUDUBON BAGATELLE