MBA Operations, Security & Technology Conference - April 2025

Schedule

The Operations, Security & Technology Conference begins at 2 p.m. Monday, April 21, and concludes at 3:30 p.m. Wednesday, April 23.

Monday, April 21

2 p.m.

Registration & Trade Show Opens

   
3-5 p.m.

Vendor Showcase

   
5-6 p.m. 

Reception & Vendor Networking


 

Tuesday, April 22

7 a.m.

Registration & Breakfast

   
8 a.m. 

Call to Order & Welcome 

   
8:15 a.m. 

The Hacker’s AI Playbook: Unraveling the Impact of Artificial Intelligence on Social Engineering and Cybersecurity

James McQuiggan, Security Awareness Advocate | KnowBe4

Artificial intelligence has revolutionized the world, providing unprecedented automation, analytics and decision-making capabilities. However, the rapid advancements in AI technology also have led to the emergence of sophisticated social engineering attacks that pose significant challenges to individuals, businesses and governments. This session explores the impact of AI on social engineering, including understanding how cybercriminals are using AI to evolve their attacks, how AI is impacting our society in ways we may not even know about and what you can do to spot enhanced AI social engineering attacks.

   
9:15 a.m. 

Refreshment Break in Trade Show

   
9:30 a.m. 

Communicating During a Crisis

Patrick Dix, Vice President of Client and Association Engagement |SHAZAM
Artificial intelligence has revolutionized the world, providing unprecedented automation, analytics and decision-making capabilities. However, the rapid advancements in AI technology also have led to the emergence of sophisticated social engineering attacks that pose significant challenges to individuals, businesses and governments. This session explores the impact of AI on social engineering, including understanding how cybercriminals are using AI to evolve their attacks, how AI is impacting our society in ways we may not even know about and what you can do to spot enhanced AI social engineering attacks. 

   
10:30 a.m. 

Refreshment Break in Trade Show

   
10:45 a.m. 

Banking on AI

David Markley, President | Stronghold Data

Discover how financial institutions can harness the power of AI to drive innovation, improve efficiency and enhance security. This session delves into real-world examples of banks leveraging AI, explores best practices for crafting policies and procedures to ensure safe and effective AI adoption and addresses potential risks and safeguards. Concluding with case studies and demos using Microsoft’s Copilot, attendees will leave with actionable insights on integrating AI responsibly and securely in banking operations.

   
11:45 a.m. 

Lunch

   
12:45 p.m. 

Fraud Payment – Instant Payment Should Not Equal Instant Fraud

Elissa Brewer, CAMS, Senior Risk Management Consultant | Abrigo

Payments, faster payments, instant payments. All the convenience is great for customers but also is a hunting ground for fraudsters. Institutions are seeing several fraud schemes related to payments and are taking losses. Examine faster payment fraud trends and mitigation techniques to help your financial institution fight fraud.

   
1:45 p.m. 

Refreshment Break 

   
2 p.m. 

Top 10 Tech Audit Recommendations

Christy Thomas, CPA, CISA, CISM, CDPSE, CBSM, Audit Manager | SBS CyberSecurity

A strong information security program goes beyond documentation — it relies on implementing and testing effective controls. IT audits play a crucial role in identifying gaps and driving cybersecurity improvements. This session reveals the 10 most common IT audit findings from the past year and provides actionable insights to help strengthen your ISP. Learn how to address these findings proactively and position your organization for success in your next IT audit. You’ll leave ready to enhance your cybersecurity resilience. 

   
3 p.m. 

Refreshment Break

   
3:15 p.m. 

Regualtor Panel – IT Exams

Andy Forinash, Federal Reserve Bank of St. Louis
Nick Leapley, Missouri Division of Finance
Fiona Rutgers, OCC
A.J. Steiger Jr., CISA, FDIC 
Fiona Rutgers, OCC

Now more than ever, it is critical to hear from both the state and federal banking regulatory agencies. Representatives will discuss current trends in operations and technology regulation, including internal controls and contingency planning. This session provides an opportunity to ask questions of various agencies and bring you up-to-date on regulatory issues. 

   
4:15 p.m. 

Refreshment Break 

   
4:30 p.m.  

Leveraging Your Bank’s Growth Potential

Tanna Faulkner, Senior Vice President of Sales and Digital Channels | DCI
Discover how to leverage your bank’s core solution to venture into fintech initiatives that can add additional services and revenue income for your bank, whether you’re looking to offer a separately-branded digital bank, partner with a third-party fintech provider or deliver sponsor-bank services for fintech providers. Learn how it’s now possible to venture into these fintech initiatives with no need for expensive third-party middleware and how partnering with the right core environment can give your bank more negotiating power. 
   
5:30-6:30 p.m. 

Networking Reception 

Wednesday, April 23

7 a.m.

Breakfast

   
8 a.m. 

Data Wars: 1033 and Winning in the New Open Banking Era

Lee Wetherington, Senior Director of Corporate Strategy | Jack Henry
The Consumer Financial Protection Bureau issued its final rule governing open banking and “personal financial data rights.” How will consumers’ ability to share financial data impact your bank, and what should you do about it? In 2025, successful banks will use open-banking rails to expedite account opening, solve financial fragmentation, achieve first-app status, eliminate inbound screen scraping, improve authentication/security, streamline underwriting and reclaim their position at the center of their customers’ financial lives — allowing those customers to see, share and control all of their financial data easily and securely in one location (your bank). What’s your open banking strategy? How does it inform or support your data strategy? Join Lee Wetherington for insights on how to capitalize on new opportunities in the open-banking era. 
   
9 a.m.

Refreshment Break

   
9:15 a.m. 

AI and Cybersecurity: Preparing for the Future of Cyber Threats

Dave Detweiler, Managing Director | SEI Sphere
Al is awesome ... but attackers use it too. How do you prepare your business in the Al age? This session provides a forward-looking perspective on how Al will influence the evolution of cyber threats and defenses. Learn about emerging Al technologies, potential future threats and how to prepare your organizations for the next generation of cyber challenges. The session covers the importance of continuous learning and adaptation in the face of rapidly evolving Al capabilities. 
   
10:15 a.m.

Refreshment Break 

   
10:30 a.m.

How CISA Can Help Your Bank

Robert Graham, CISSP, Cyber Security Advisor, Cybersecurity and Infrastructure Security Agency | U.S. Department of Homeland Security

CISA works that “Left of Boom” approach to help your organization prepare for bad days by creating partnerships and offering no cost tools and resources to help organization make their systems more secure and resilient.

   
11:30 a.m. 

Lunch

   
12:30 p.m. 

Examiner Expectations for Cyber Risk Management

Randy Lindberg, Founder | Rivial Data Security
Effective cyber risk management is a challenge for banks of all sizes because of the lack of specific guidance on how to manage these risks successfully. Examine the core elements of an information security risk management program and advanced ways to improve risk measurement. This session discusses examiner expectations and introduces a maturity matrix designed to help banks evolve toward more sophisticated risk management practices in building a more efficient and effective cybersecurity program. 
   
1:30 p.m. 

Refreshment Break

   
1:45 p.m. 

Comprehensive De-Escalation

Tim Keck, Senior Consultant | SafeHaven Security Group
As stress increases across our society, anger and conflict have increased as well. For many, physical violence is becoming an ever more acceptable answer to problems, even in the workplace. Very few people have had an opportunity to learn how to successfully navigate these stormy seas ... until now.This session draws on expertise from psychology, crisis management, mental health, law enforcement and more, providing a comprehensive approach to safety in interpersonal conflict. Although there is a strong emphasis on verbal skills, other factors include body language, proxemics and proper mindset. This approach empowers individuals to handle almost any professional and personal situations they may encounter in life. 
   
3:30 p.m. 

Adjourn