Let’s touch base at an upcoming event
2024 :: Events
| Event | Topic/Role |
| 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 |
| FIN+AI Conference October 2-4, 2024 | Dania Beach, FL |
Speaker, Generative AI Application Deployment: Where Strategy Comes to Die |
| 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 |