Thank you to all of our attendees, speakers, and sponsors for helping to make Aite-Novarica Group's Third Annual Small-Business User Experience Forum such a success!

The sessions are now available to view on-demand until Friday, May 6 at 6:00pm ET with the login details you received to access the virtual event site. If you have not registered for this event, but would like access to view the sessions on-demand, please register here. Thank you!

Aite-Novarica Group’s Third Annual Small-Business User Experience Forum

Small businesses have big business problems and expectations around payments and financial services technology. To compete against larger competitors, small businesses must have access to the payment and money management tools that help them produce operational efficiencies, create market differentiation, and improve cash flow. As technology becomes more accessible, small businesses need a trusted partner to help them navigate the ecosystem and take advantage of the tools available. These needs cross over lending and cash management as businesses struggle to piece together the right solutions to meet their needs.

Join Aite-Novarica Group Head of Banking & Payments Insights & Advisory Christine Barry, Director, Commercial Banking & Payments Erika Baumann, and Strategic Advisors David O’Connell and Gilles Ubaghs on Thursday, April 28 for a dynamic virtual experience exploring key small-business issues, business lending and onboarding, and working with fintech firms to prepare for new millennial-run business expectations. Hear from industry thought leaders about key bank strategies and tactics that can be implemented for greater success as well as how technology is evolving to support a quickly changing environment.

Key Reasons to Attend:

  • Participate in interactive panel discussions covering some of the industry’s hottest topics, including small-business payments, small-business lending, onboarding, money management tools, user experience expectations, and how to build a fintech ecosystem.
  • Network and exchange ideas with financial institution executives as well as top technology providers and thought leaders through an interactive virtual experience.
  • Hear from Aite-Novarica Group strategic advisors about key trends impacting your business and get recommendations on how to best position your organization for future success in today’s evolving industry.

Who Should Attend:

Senior-level banking executives and financial industry leaders, including top technology providers, focused on exceeding new small-business expectations around user experience, payments, and lending, and on expanding capabilities beyond those traditionally offered by the banking industry.

Featured Speakers

Special Guest Speaker

Connie Theien
Senior Vice President,
Industry Relations
Federal Reserve System

Donyale Getz
SVP, Corporate Financial Services
Atlantic Capital Bank

Naveed Anwar
Global Head of Digital,
Treasury and Trade Solutions

Thomas Hunt
Director, Market Planning
LexisNexis Risk Solutions

Eytan Bensoussan

CEO and Co-Founder
NorthOne Business Banking


Dean Jenkins

VP Product Marketing

Peter Davey

SVP, Head of Product
Innovation and Labs
The Clearing House

Rissi Lovern
Head of Small Business Markets

Jim Maimone
SVP, Payment Solutions Consultant
Citizens Bank

Rodney Nilson
VP, Product Management
Missy Rose
Senior Product Manager
Nadilee Russell
SVP, Director of Global
Transaction Services
East West Bank
Milton Santiago
Global Head of Digital
Silicon Valley Bank
Andy Snow
SVP of Customer Success
Elaine Szeto
EVP, Chief Innovation Officer
 Integro Bancorp, Inc.
Randy Von Feldt
Vice President, Strategic Partnerships

John Waupsh
Co-founder and CEO

Aite-Novarica Group Event Chairs and Moderators

Christine Barry
Head of Banking & Payments Insights & Advisory,
Aite-Novarica Group
Erika Baumann
Director, Commercial Banking & Payments Practice,
Aite-Novarica Group
David O’Connell
Strategic Advisor,
Aite-Novarica Group
Gilles Ubaghs
Strategic Advisor,
Aite-Novarica Group

Agenda at a Glance

Thursday, April 28, 2022

Time (U.S. ET)


11:30 AM - 12:00 PM

Exhibit Hall Opens – Network with Sponsors

12:00 PM - 12:10 PM

Welcome and Opening Remarks by Erika Baumann & Christine Barry

12:10 PM - 12:30 PM

Opening Keynote - The Importance of Focusing on Small Business

12:30 PM – 1:10 PM

Small Business Payments

1:10 PM - 1:50 PM

New UX Expectations and Money Management Tools

1:50 PM - 2:10 PM

Networking Break/Sponsor Showcase

2:10 PM - 2:50 PM

Improving Small-Business Onboarding

2:50 PM - 3:30 PM

Personalization and SMB Banking—Beyond Personas

3:30PM - 3:35 PM

Closing Remarks by Erika Baumann

3:35 PM - 4:00 PM

Virtual Networking and Sponsor Showcase 


*Subject to change

Platinum Sponsors

Digital Sponsor

Interested in sponsoring this event?
Please contact us at [email protected] today to discuss our sponsorship opportunities!