Join Beyond the Arc at Leading Fintech, CX, and AI Events in 2026
2026 :: Events
| Event | Category | Topic/Role | Description |
|---|---|---|---|
| Money 20/20 October 18-21, 2026 | Las Vegas, NV | Fintech; Digital Banking | Fintech, payments, and digital banking meetings | Beyond the Arc will meet with senior leaders across fintech, payments, and digital banking at Money 20/20 to explore the market forces reshaping financial services. Conversations will focus on the strategic and operational decisions institutions face as they adapt to faster payments, AI-enabled engagement, embedded finance, and a more connected financial services ecosystem. |
| ABA Bank Marketing Conference September 23-25, 2026 | Austin, TX | AI; Marketing; Banking | Speaker, More Campaigns, Faster Compliance, Better ROI: How AI Agents Are Transforming Bank Marketing | At the ABA Bank Marketing Conference, Beyond the Arc will share perspective on how AI agents can help bank marketing teams scale their impact. The session will examine how financial institutions can use AI to improve productivity, strengthen customer engagement, and support marketing strategies that are more responsive, efficient, and aligned with business goals. |
| From Integration to Revenue: How Fintechs Build Real Channel Partnerships September 16, 2026 | Virtual |
Fintech; Strategy | Speaker | A lot of fintechs call an integration a channel partnership. It isn’t → at least not yet. An actual channel partnership has a clear path from technical connectivity to qualified opportunities and revenue. That requires understanding how the partner sells, where your product fits, who owns the relationship, and what both sides must do after the agreement is signed. Steven Ramirez, CEO of Beyond the Arc, will talk about how fintechs evaluate, build, and activate channel partnerships that can actually produce results. |
| FinovateFall September 9-11, 2026 | New York, NY | Fintech; Strategy; Digital Banking | Fintech speaker on the future of fintech, video host | At FinovateFall, Steven Ramirez will share Beyond the Arc’s perspective on the future of fintech and host video conversations with industry leaders throughout the event. Discussions will explore the forces shaping financial services, including AI adoption, platform innovation, competitive disruption, and the strategies institutions will use to strengthen growth and customer experience. |
| Indiana Mortgage Bankers Association 2026 State Convention June 22-23, 2026 | Noblesville, Indiana | AI; Banking | Speaker, Risk-Aware AI for Mortgage Teams: A Practical Accelerator | At the Indiana Mortgage Bankers Association 2026 State Convention, Steven Ramirez led a hands-on session showing practical ways to use AI to boost productivity while managing risk. Through a live step-by-step demo, participants learned how to ask better questions, use approved source material, improve drafts, create summaries and checklists, support training and process updates, review AI outputs, and document work for responsible reuse. |
| Minnesota Bankers Association Webinar June 2, 2026 | Virtual | Banking; M&A; Strategy | Joe Sullivan of Market Insights and Steven Ramirez of Beyond the Arc: Strategic Readiness in an Era of Merger & Acquisition Strengthening Strategic Optionality | In this Minnesota Bankers Association webinar, Joe Sullivan of Market Insights and Steven Ramirez of Beyond the Arc discussed strategic readiness in an era of merger and acquisition activity. The conversation focused on how banks can strengthen optionality, evaluate growth opportunities, and prepare for the strategic decisions that shape long-term relevance and competitiveness. Video highlights: AI is Essential – Beyond the Arc Nature of the competition – Beyond the Arc How can community banks adapt to their market? – Beyond the Arc |
| FinovateSpring May 5-7, 2026 | San Diego | Fintech; Digital Banking | Fintech session moderator, video host | Beyond the Arc took an active role at FinovateSpring by moderating fintech sessions and hosting video conversations with executives and innovators. The focus was on the ideas and priorities gaining momentum across financial services, including AI, digital experience, product innovation, and the strategies institutions used to strengthen customer relevance and growth. |
| Fintech Meetup March 30-April 1, 2026 | Las Vegas, NV | Fintech; Digital Banking | Fintech, payments, and digital banking meetings | At Fintech Meetup, Beyond the Arc met with fintech, payments, and digital banking leaders to discuss the priorities shaping financial services innovation. Conversations centered on partnership opportunities, growth strategy, AI adoption, and the ways organizations were modernizing customer experiences and accelerating product development. |
| BAI Webinar February 26, 2026 | Virtual | Banking; | Procedure management is typically the bigger challenge | In this BAI webinar, Beyond the Arc examined why procedure management was often the larger challenge for financial institutions working to improve operational consistency and execution. The discussion focused on how banks could strengthen processes, reduce friction, and support teams with clearer guidance, better governance, and more effective change management. |
| BAI Webinar January 8, 2026 | Virtual | AI; | AI course development for compliance: Accuracy and the ‘human in the loop’ | In this BAI webinar, Beyond the Arc discussed AI course development for compliance, with an emphasis on accuracy and the role of the human in the loop. The session explored how financial institutions could use AI to support learning and compliance workflows while maintaining oversight, accountability, and confidence in the information teams relied on. |
2025 :: Events
| Event | Category | Topic/Role | Description |
|---|---|---|---|
| 2025 CRA & Fair Lending Colloquium
November 16-19, 2025 | Los Angeles, CA |
AI; Machine Learning; | Implementing AI and ML in Your Financial Institution: Best Practices for Integration | At the 2025 CRA & Fair Lending Colloquium, Beyond the Arc shared perspective on how financial institutions could implement AI and machine learning while managing risk, compliance, and fair lending expectations. The session focused on practical integration strategies, governance considerations, and the steps institutions could take to align innovation with responsible execution. |
| Money 20/20
October 26-29, 2025 | Las Vegas, NV |
Fintech; Payments; AI | Meetings to discuss embedded payments, AI, and instant payments | At Money 20/20, Beyond the Arc met with leaders across fintech, payments, and banking to discuss embedded payments, AI, and instant payments. Conversations focused on the strategic and operational decisions financial institutions faced as faster payment capabilities, smarter engagement models, and more connected financial services ecosystems continued to evolve. |
| BAI Webinar
October 16, 2025 | Virtual |
Fraud; Risk Management; | Spotting red flags: Protecting against wire fraud and illicit activity | In this BAI webinar, Beyond the Arc discussed how financial institutions could strengthen their ability to spot red flags and protect against wire fraud and illicit activity. The session focused on the policies, procedures, and operational practices that helped teams identify suspicious activity, reduce exposure, and respond more effectively to emerging fraud risks. |
| Bank Trainers Conference & Expo
October 7-9, 2025 | Orlando, FL |
AI; Risk Management; | Risk-Aware AI: Upskilling teams, boosting productivity, and managing risk | At the Bank Trainers Conference & Expo, Beyond the Arc explored how financial institutions could upskill teams on AI while improving productivity and managing risk. The session examined how training leaders could support responsible AI adoption, build practical capabilities across the organization, and help employees use emerging tools with greater confidence and accountability. |
| FinovateFall
September 8-10, 2025 | New York, NY |
Banking; Digital Banking; | Power Panel: Walking the CX talk – how financial institution can deliver outstanding omni channel CX | At FinovateFall, Beyond the Arc participated in a power panel on how financial institutions could deliver stronger omnichannel customer experiences. The discussion focused on the strategies banks and fintechs could use to connect digital and human channels, improve customer engagement, and turn customer experience priorities into measurable business impact. |
| BAI Webinar
August 29, 2025 | Virtual |
Policy; Procedure Management; | Best Practices to Elevate Your Policy and Procedure Management | In this BAI webinar, Beyond the Arc discussed best practices for elevating policy and procedure management across financial institutions. The session examined how banks could improve consistency, reduce operational friction, strengthen governance, and support employees with clearer guidance in a changing regulatory and business environment. |
| BAI Webinar
June 26, 2025 | Virtual |
Regulatory Oversight; Banking; | Increased importance of state regulatory oversight with federal deregulation | In this BAI webinar, Beyond the Arc examined the increased importance of state regulatory oversight in an environment of federal deregulation. The discussion focused on how financial institutions could monitor changing expectations, strengthen compliance readiness, and prepare for a regulatory landscape where state-level oversight might play a more prominent role. |
| NDE Technology Week
June 23-27, 2025 | Los Angeles, CA |
AI; Regulatory Submissions; | Demonstration of the AI agent for developing regulatory submissions | At NDE Technology Week, Beyond the Arc demonstrated an AI agent designed to support the development of regulatory submissions. The demonstration focused on how AI-enabled tools could help teams improve efficiency, support more consistent documentation, and strengthen workflows in complex, regulated submission processes. |
| Machine Learning Week
June 4, 2025 | Phoenix, AZ |
AI; Risk Management; | Leveraging Generative AI to Manage Risk and Compliance in Regulated Industries Expert Panel: Upskilling on AI: Achieving Universal AI Literacies | At Machine Learning Week, Beyond the Arc addressed how organizations in regulated industries could use generative AI to manage risk and compliance while building stronger AI literacy across teams. The sessions focused on practical use cases, responsible adoption, and the skills leaders and employees needed to apply AI effectively in high-accountability environments. |
| Indiana Bankers Association Mega Conference
May 29, 2025 | Las Vegas, NV |
AI; Banking; | Risk-Aware AI: Balancing Innovation and Compliance | At the Indiana Bankers Association Mega Conference, Beyond the Arc discussed how banks could balance AI innovation with compliance and risk management. The session focused on the decisions financial institutions needed to make as they evaluated AI use cases, strengthened governance, and pursued technology-enabled growth in a responsible way. |
| BAI Webinar
May 15, 2025 | Virtual |
Fraud; Policy Management; Risk Management | Strategies to improve fraud policies and procedures | In this BAI webinar, Beyond the Arc shared strategies for improving fraud policies and procedures as financial institutions responded to evolving risk. The discussion focused on how banks could clarify expectations, strengthen internal processes, and support teams with more effective guidance for identifying, preventing, and responding to fraud. |
| US Customer Experience Awards 2025
May, 2025 | Virtual |
Awards; Industry Leadership; | Customer Experience Judge | For the US Customer Experience Awards 2025, Beyond the Arc contributed industry perspective as a customer experience judge. The role reflected a focus on evaluating how organizations designed, delivered, and improved experiences that strengthened customer relationships, created measurable value, and supported long-term business performance. |
| FinovateSpring
May 7-9, 2025 | San Diego |
Banking; Fintech; | Power Panel: How Banks Can Win The Battle For Deposits Walking The CX Talk – How Financial Institution Can Deliver Outstanding Omni Channel CX | At FinovateSpring, Beyond the Arc joined conversations on how banks could compete for deposits and deliver stronger omnichannel customer experiences. The sessions examined how financial institutions could strengthen engagement, connect customer touchpoints, and use experience strategy as a driver of growth, relevance, and competitive differentiation. |
| Silicon Valley M&A Integration Group – Executive Council
February, 2025 | Virtual |
M&A; Strategy; Leadership; | Chair, M&A Strategy Roundtable | At the Silicon Valley M&A Integration Group Executive Council, Beyond the Arc chaired an M&A strategy roundtable focused on the decisions that shaped successful transactions and integrations. The discussion explored how leaders could evaluate strategic options, align stakeholders, and prepare for the operational and customer experience implications of M&A activity. |
| Fintech Meetup
March 10-13, 2025 | Las Vegas, NV |
Fintech; Payments; AI | Fintech, payments, and banking meetings Navigating Fintech’s Crossroads: Challenges, Opportunities & the AI Advantage | At Fintech Meetup, Beyond the Arc met with fintech, payments, and banking leaders to discuss partnership opportunities and the priorities shaping financial services innovation. Steven Ramirez also addressed the challenges and opportunities facing fintech, including how AI could help organizations navigate disruption, improve customer experiences, and strengthen competitive advantage. |
| BAI Webinar
February 27, 2025 | Virtual |
Fraud; Risk Management; Banking | Key Fraud Challenges in 2025 and how to Prepare | In this BAI webinar, Beyond the Arc discussed key fraud challenges financial institutions were expected to face in 2025 and how teams could prepare. The session focused on strengthening fraud readiness, improving procedures, and helping organizations respond to emerging threats with greater clarity, coordination, and customer focus. |
| Artificial Intelligence (AI) and Digital Transformation (DX) Electric Power Summit
January 7-9, 2025 | Palo Alto, CA |
AI; Energy; | Conference Speaker | At the Artificial Intelligence and Digital Transformation Electric Power Summit, Beyond the Arc contributed perspective on how AI and digital transformation were shaping complex, regulated industries. The session focused on the practical decisions organizations faced as they evaluated emerging technologies, modernized operations, and pursued innovation with stronger governance and measurable business value. |
2024 :: Events
| Event | Topic/Role |
| BAI Webinar December 12, 2024 | Virtual |
AI in 2025: New capabilities, necessary guardrails and emerging legislation |
| CRA & Fair Lending Colloquium November 19, 2024 | Orlando, FL |
Understanding the guardrails in implementing AI and ML in Financial Services |
| Money 20/20 October 27-30, 2024 | Las Vegas, NV |
Meetings to discuss embedded finance, AI, and instant payments |
| CRA & Fair Lending Colloquium October 17-20, 2024 | Orlando, FL |
Moderator, Understanding the guardrails in implementing AI and ML |
| FinovateFall Sept 9-11, 2024 | New York, NY |
Content advisor Moderator, Power panel: Walking the CX talk – how financial institution can deliver outstanding omni channel CX & move away from a siloed approach to blend human & digital CX Speaker, Quick-Fire Keynote: Focusing on the three pillars of banking: Deposits, loans, and money movement |
| Chicagoland Compliance Association July 18, 2024 | Chicago, IL |
Speaker: AI, Opportunities and Risks in Financial Services |
| BAI Webinar June 27, 2024 | Virtual |
Speaker: Strategies for identifying and preventing check fraud |
| Smarter Faster Payments 2024 (NACHA) June 12, 2024 | Virtual |
Presenter: Success in Embedded Finance with Bank-Fintech Alliances |
| Generative AI Applications Summit June 4-7, 2024 | Phoenix, AZ |
Co-Chair |
| Machine Learning Week June 4-5, 2024 | Phoenix, AZ |
Co-Chair 2024 Speaker, Identifying Insights and Trends in Regulatory Filings |
| FinovateSpring May 21-23, 2024 | San Francisco, CA |
Moderator, Power Panel: Why Reimagining Customer Experience Is Vital For Financial Institutions To Compete In A Hyper Personalized World |
| US Customer Experience Awards 2024 May 15, 2024 | San Francisco, CA |
Customer Experience Judge |
| CXPA 2024 CX Leaders Advance May 2, 2024 | Denver, CO |
Speaker, Strategies for Crafting and Communicating Compelling CX Business Cases: Developing Your Approach to Getting Buy-In |
| BAI Webinar April 4, 2024 | Virtual |
Guest presenter, Align policies and procedures to support responsible innovation and deposit growth |
| Fintech Meetup March 3-4 2024 | Las Vegas, NV |
Meetings to discuss embedded finance, AI, and instant payments |
| Silicon Valley M&A Integration Group March 2024 | Virtual |
Chair, M&A Strategy Roundtable |
| BAI Webinar January 11, 2024 | Virtual |
Guest presenter, Enterprise risk ratings: Unlocking the power for your financial institution |
2023 :: Events
| Event | Topic/Role |
| Money 20/20 October 22-25, 2023 | Las Vegas, NV |
Client meetings to discuss fintech content marketing |
| BAI Webinar October 12, 2023 | Virtual |
What you need to know about AI |
| BAI Webinar Sept 21, 2023 | Virtual |
Payment innovations: How to maximize growth and prevent fraud |
| FinovateFall Sept 13, 2023 | New York, NY |
Chair, Future of Banking program track Moderator, “How To Achieve A Truly Modernized Tech Stack – What Are The Key Questions Around Data; AI; Cloud; IoT & Emerging Technologies?” |
| Silicon Valley M&A Integration Group Sept, 2023 | Virtual |
Chair, M&A Strategy Roundtable |
| BAI Webinar June 29, 2023 | Virtual |
Aligning your policies and procedures to improve compliance, productivity, and customer experience |
| Machine Learning Week June 18-22, 2023 | Red Rock Casino, Las Vegas |
Program Chair, Industry 4.0/IoT track |
| FinovateSpring May 24, 2023 | San Francisco, CA |
Moderator Power Panel: Walking The CX Talk – How Financial Institution Can Deliver Outstanding Omni Channel CX & Move Away From A Siloed Approach To Blend Human & Digital CX. And How Can You Measure Success? |
| CXPA CX Leaders Advance Conference May 17, 2023 | Red Rock Casino, Las Vegas |
Speaker, CX Leaders Advance Faculty Key Considerations for Connecting CX with Marketing and Communications |
| Smarter Faster Payments Conference (NACHA) April 16-19 2023 | Las Vegas, NV |
Meetings to discuss faster payments and go-to-market strategies for FedNow |
| Silicon Valley M&A Integration Group March, 2023 | Virtual |
Chair, M&A Strategy Roundtable |
2022 :: Events
| Event | Topic/Role |
| BAI Webinar December 8, 2022 | Virtual |
BAI Ideas into Action Webinar Series | Building a culture of compliance |
| Money 20/20 October 23-26, 2022 | Las Vegas, NV |
Client meetings to discuss fintech content marketing |
| FinovateFall September 14, 2022 | New York, NY |
Power Panel: Tales From The Frontline – How Financial Institutions Can Deliver Outstanding Omni Channel Customers Experience – Have We Focused Too Much On UI vs. UX? |
| BAI Webinar September 8, 2022 | Virtual |
BAI Ideas into Action Webinar Series | New Frontiers in Fintech Partnering |
| FinovateFall September 13, 2022 | New York, NY |
Power Panel: Why Reinventing Banking & Reimagining Customer Experience Is Vital For Banks To Compete In The New Normal |
| Machine Learning Week June 19-24, 2022 | Caesar’s Palace, Las Vegas |
Chair, Industry 4.0/IoT track Keynote, APIs & NLP for document selection and knowledge extraction |
| BAI Webinar June 16, 2022 | Virtual |
Cybersecurity: Creating a culture of cyber-safety at financial institutions |
| FinovateSpring May 20, 2022 | San Francisco, CA |
Power Panel: Walking The CX Talk – How Banks Can Deliver Outstanding Omni Channel CX & Move Away From A Siloed Approach To Blend Human & Digital CX. And How Can You Measure Success? |
| BAI Webinar March 17, 2022 | Virtual |
BAI Ideas into Action Webinar Series | Opportunities for growth in small business banking |
| Silicon Valley M&A Integration Group February, 2022 | Virtual |
Chair, M&A Strategy Roundtable, hosted by VMWare |
| Finovate Podcast January 20, 2022 | Virtual |
EP 117: Steven Ramirez, Beyond the Arc |
2021 :: Events
| Event | Topic/Role |
| FinovateFall September 14 & 15, 2021, Virtual |
Fireside Chat: Why We Need Bold Leadership More Than Ever Before Power Panel: The Conversational AI Market Is Expected To Reach A $14 Billion Valuation By 2025 – How Can You Leverage It To Deliver ROI Driving CX? |
| BAI Webinar August 26, 2021, Virtual |
7 steps to successful partnering: Essentials for fintechs working with financial institutions hosted by Steven Ramirez, CEO, Beyond the Arc |
| Finovate Focus – Data Technology June 30, 2021, Virtual |
6 Steps to accelerate your progress on the road to AI – Steven Ramirez, CEO, Beyond the Arc |
| Machine Learning Week May 2021, Virtual |
Industry 4.0 Chair and Moderator |
| FinovateSpring May 2021, Virtual |
Panel Moderator |
| FinovateFocus Roundtable Feb 2021, Virtual |
Wealth Management: Compete for affluent digital-native clients |
| FinTech Talk at Clubhouse Feb 2021, Virtual |
DeFi, Challenger Banks, Robinhood/GameStop fiasco |
| Silicon Valley M&A Integration Group Feb 2021, Virtual |
Chair, M&A Strategy Roundtable, hosted by Microsoft |
| CXPA LinkedIn Live Conversation Jan 2021, Virtual |
Beyond Service: Using Empathy to Improve CX |
| BAI Webinar Jan 2021, Virtual |
Anti-Fraud Practices for Nonbanks |
2020 :: Events
| Event | Topic/Role |
| Ondot Webinar October 2020, Virtual |
How to Capture Holiday Spend During a Pandemic |
| Finovate West November 2020, Virtual |
Moderator, Power Panel: Shifting The Goalposts – Are We Entering The Age Of The Neobanks? |
| Finovate Fall September 2020, Virtual |
Chair and Moderator, Future of Fintech track |
| Bank Administration Institute (BAI) Webinar September 2020, Webinar |
Fintech and Compliance – Partnering for Success |
| Western Bankers Association, Education Summit September 2020, Virtual |
Speaker, Customer Experience Strategies to Drive Engagement and Deposit Growth |
| Silicon Valley M&A Integration Group June 2020, Silicon Valley |
Chair, M&A Strategy Roundtable, hosted by Splunk |
| Machine Learning Week June 2020, Virtual |
Chair, Predictive Analytics World Industry 4.0/IoT track |
| Bank Administration Institute (BAI) Webinar March 2020, Webinar |
Leveraging Data for Training: Transforming Your Data into a Strategic Asset |
2019 :: Events
| Event | Topic/Role |
| Silicon Valley M&A Integration Group November 2019, Silicon Valley |
Chair, M&A Strategy Roundtable, hosted by Microsoft |
| Fintech Talk October 2019, San Ramon, CA |
Moderator, Executive Roundtable, Future of Fintech and Financial Services |
| Money 20/20 October 2019, Las Vegas |
One of the largest global events focused on payments and financial services innovation. |
| Finovate Fall September 2019, New York |
Live blogging from event |
| 7th Annual Global Big Data Conference August 2019, Santa Clara, CA |
Presentation: Predictive Analytics and Machine Learning in the Utility Sector: Strategies for Accelerating Progress and Overcoming Roadblocks |
| Predictive Analytics World Industry 4.0 June 2019, Las Vegas |
Program Chair, Predictive Analytics World Industry 4.0
Keynote Speaker, Predictive analytics and machine learning in the utility sector: accelerating progress and overcoming roadblocks Save 15% with our discount code: BTAPAW19 |
| Finovate Spring May 2019, San Francisco |
Chair, Customer Experience Summit
Expert Insight: Review Of The Finovate Spring 2019 Demos – What Do They Tell Us About Fintech’s Cutting Edge? Save 20% with our VIP discount code: FKV2353SPK Live blogging from event |
| Silicon Valley M&A Integration Group February 2019, Silicon Valley |
Chair, M&A Strategy Roundtable, hosted by Cisco |
2018 :: Events
| Event | Topic/Role |
| Silicon Valley M&A Integration Group February 2018, Silicon Valley |
M&A Strategy Roundtable hosted by EY |
| Conference on Housing & Economic Development March 2018, Idaho |
Presentation: Focusing on Your Customer Experience, Discussion about how technology is transforming CX |
| AI + Energy: April 2018, Charlotte |
Design thinking workshop on artificial intelligence in the energy sector. Subject matter expert |
| Open Talks | SFO Fintech Conference April 2018, San Francisco |
Fintech content advisor for BBVA |
| Finovate Spring May 2018, Silicon Valley |
Chair, Customer Experience Summit Chair, Small Business and Marketplace Lending Summit Moderating panels and fireside chats on payments and banking innovation with executives from: HSBC, Square, Lendio, Wells Fargo, TD Bank, and UK challenger bank Oaknorth Banking and fintech content advisor |
| Data Disrupt May 2018, New York |
Fireside chat: Learnings From Decades of Data Analytics Experience |
| EPRI Grid Analytics and Power Quality Conference and Exhibition 2018 June 2018, Las Vegas |
Data Science Accelerator Workshop |
| Predictive Analytics World Manufacturing June 2018, Las Vegas |
Program Chair and Keynote: |
| Finovate Fall September 2018, New York |
Moderator and Speaker, Blockchain Hype vs Reality Chair, AI in Fintech Summit |
| Source Term & Radiation Field Reduction Workshop, September 2018, Charlotte | Data science working session Design thinking for radiation field reduction |
| Fintech Talk 2018 Forum October 2018, San Ramon |
Moderator and Speaker, Community Banking and Fintech |
| Sustainability Benchmarking Forum, October 2018, Madison |
Data Science for Sustainability in Electric Utilities |
2017 :: Past Events
| Event | Topic |
| Predictive Analytics World – NY | Keynote – Customer Journey Analytics: Blazing Paths to Customer Success |
| Silicon Valley M&A Integration Group | Roundtable hosted by eBay |
| BAI Beacon 2017 | Pre-Conference Learning Labs (and) Influencer Marketing: Taking Advantage of Personal Brands |
| Next Money Chicago | Organizing team |
| Build the Future Expo | Western Regional Minority Supplier Development Council’s business expo |
| 2017 Sentiment Analysis Symposium | Customer Journey Transformation: Using analytics to understand and transform customer experience |
| Predictive Analytics World Chicago | Measuring the Impact of Culture Change Using Advanced Analytics |
| The Financial Brand Forum 2017 | How Predictive Analytics Deepens Customer Relationships |
| Finovate Spring 2017 | Live blogging from event |
| Predictive Analytics World for Business – SF | How Predictive Analytics Can Drive Success in Fintech and Banking |
| CRM Evolution | The Marketer’s Cookbook: Recipes for Using Predictive Analytics |
| Washington Bankers Association | What Your Leadership Team Needs To Know: Digital Marketing And Social Media |
| Silicon Valley M&A Integration Group | Roundtable hosted by Microsoft (Steven Ramirez, Moderator) |
| EFTA Board of Directors Meeting | Electronic Funds Transfer Association Board of Directors Meeting |
2016 :: Past Events
| Event | Topic |
| Washington Bankers Association – Marketing Conference | Customer Experience: What your leadership team needs to know: digital marketing and social media |
| Predictive Analytics World – NYC | Case study: predictive analytics in fintech and banking |
| BAI Beacon – Chicago | What Your Marketing Team Needs to Know About UDAAP Risk |
| BAI webinar series | Thought leader webinar on managing compliance |
| Predictive Analytics World / Text Analytics World – Chicago | Predictive analytics session, Keynote Steven Ramirez, Program Chair of Text Analytics World |
| Bank Administration Institute (BAI) Webinar | What Doesn’t Kill You Makes You Stronger: Best Practices for Managing Consumer Complaints |
| CRM Evolution Conference | Using Predictive Analytics to Fuel Marketing Success: Fortune Tellers Need Not Apply |
| FinTech Silicon Valley, Next Bank | Speaking on fintech industry trends with Jim Bruene, founder of the Finovate fintech conferences |
| Finovate Spring | Live blogging from event, fintech media interviews |
| Haas School of Business, UC Berkeley, April 2016 | Guest Lecture: Data Science and Customer Experience |
| Predictive Analytics World 2016 – San Francisco | How Well Do You Really Know Your Customer? Tracking Satisfaction Via Social Media |
| Data-Driven HR Conference, NCHRA 2016 | Conference Keynote Speaker |
| Global Big Data Conference 2016 | What Your CMO Needs to Know About Predictive Analytics |
| IBM predictive analytics workshop, San Francisco | Applying predictive analytics to create opportunity in fintech, healthcare, and the public sector |
2015 :: Past Events
| Event | Topic |
| IBM Insight | Live blogging from event |
| Money 20/20 | Live blogging from event |
| BAI Retail Delivery | Capitalizing on Compliance to Enhance Business and the Customer Experience |
| Predictive Analytics World Boston | Leveraging Open Data Sources to Increase Customer Insights Through Predictive Analytics |
| Finovate Fall 2015 | Live blogging about fintech innovations |
| CRM Evolution 2015 | Target Customers Through Predictive Analytics and Segmentation |
| Predictive Analytics World Chicago | Fortune Tellers Need Not Apply: Leveraging Predictive Analytics and Big Data to Mitigate Emerging Risks and Improve Customer Experience |
| Predictive Analytics World SF | Q&A: Ask Anything About Best Practices |
| Text Analytics World SF | What Doesn’t Kill You Makes You Stronger: Resolving Customer Complaints with Text Analytics |
| Global Predictive Analytics Conference | How to Become the Advanced Analytics Champion in Your Organization |
| PASS Business Analytics 2015 | Open for Business: Leveraging Open Data to Gain Advantage on the Competition |
| Finovate Spring and Fall | Live blogging and video interviews from event about fintech innovation |
| Reliability 2.0 | Risk-based Asset Analytics – Tomorrow’s Business Intelligence Today |
| Silicon Valley Innovation Center’s Data Alchemy Conference | Predictive Analytics panel discussions |
| BAI Payments Connect 2015 | Fintech: Taking the Pain out of Payments |
| Electronic Funds Transfer Association (EFTA) | EFTA Board of Directors Meeting presentation on customer experience |
| IBM SPSS Predictive Analytics Workshops (SF & Seattle) | Increase Business Value with Predictive Analytics |
2014 :: Past Events
| Event | Topic |
| CRM Evolution 2014 | How Social Data Analytics Can Identify and Resolve Customer Complaints |
| Predictive Analytics World Chicago | Leveraging Predictive Analytics and Alternative Data Sources to Improve the Customer Experience |
| Predictive Analytics World Boston | Spotting the Wisdom in the Noise: Using Data Science to Identify and Eradicate Consumer Concerns |
| Predictive Analytics World Toronto | Leveraging Predictive Analytics to Unlock Consumer Concerns and Eliminate Dissatisfaction |
| Text Analytics World | Leveraging Social Media Complaints to Improve Customer Experience with Text Analytic |
| Sentiment Analysis Symposium | Customer Insight Analytics |
| Banking Analytics Symposium | Deepening Customer Relationships with Big Data and Analytics |
| Financial Services Marketing + Innovation Symposium | Leveraging Social Media & Customer Feedback to Drive Business Success |
| BAI Retail Delivery 2014 | Don’t Worry, Be Happy: Leveraging Complaint Data to Strengthen Customer Experience |
| Finovate Fall | Live blogging from event |
| Bank Innovators Lab Day | Bank Innovator’s Council workshop, co-sponsored by Beyond the Arc |
| IBM SPSS Predictive Analytics Workshop (SF) | Increase Business Value with Predictive Analytics |
| WEBINAR (Beyond the Arc and Forrester) | Where To Get Help With VoC and How To Unlock The Potential Of Text Analytics |
2013 :: Past Events
| Event | Topic |
| Mortgage Technology Conference | Leveraging Social Media in Lending |
| Predictive Analytics World | Leveraging Predictive Analytics to Eliminate Customer Dissatisfaction Before it Spells Disaster for Your Business |
| BAI Retail Delivery 2013 | Managing Customer Complaints and Creating Positive Customer Experiences |
| Chicago Payments Symposium | Improving Consumer Experience: Progress and Opportunities |
| VERGE SF | Open Data from Transparency to Growth |
| Bank Innovators Council launch party | Sponsors: Beyond the Arc, Yodlee, and Bankers Hub |
| Finovate Fall | Live blogging from event |
| WEBINAR (Beyond the Arc) | Leveraging Social Media Complaints to Improve Customer Experience |
| WEBINAR (Beyond the Arc) | Leveraging CFPB Complaint Database Analysis to Improve Customer Experience |
| WEBINAR (Beyond the Arc & Clientific) | 4 Best Practices to Attract and Retain Affluent Customers |
| WEBINAR (Beyond the Arc & American Banker) | Parsing and Preventing CFPB Complaints |