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2017 Financial Leaders Forum

April 26

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Presentations by prominent thought leaders from KBW, Vining Sparks, MIT, The FBI.

2017 Financial Leaders Forum Agenda

8:30 am Welcome Remarks

Craig Howie, BBN President and CEO

8:40 am Banking Revolution: Disruption, Data and Digital Banking

Alex Lipton, Connection Science Fellow at MIT Media Lab, and Adjunct Professor of Mathematics at NYU Courant Institute

9:10 am An Update on the Americans with Disability Act and Customer Accessibility to Websites

Ben Craigie, Director of Compliance and Training, MA Bankers Association

9:30 am Optimism and Uncertainty Navigating Today’s Economic Environment

Craig Dismuke, EVP and Chief Economist, Vining Sparks

10:10 am Networking Break
10:25 am One Bank’s Digital Transformation

Philip Peters, EVP, Chief Operating Officer of Radius Bank

10:55 am Outlook for Banks in 2017 as Rally Meets Reality

Fred Cannon, Global Head of Research, KBW

11:35 am Cyber Threats to Banks, an Overview

Special Agent Andrew Dodd, FBI

12:05 pm Lunch
12:15 pm Trump and the Election

Howie Carr, Columnist with the Boston Herald

Featuring keynote speaker Howie Carr

Howard Louis “Howie” Carr, Jr. (born January 17, 1952) is an American journalist, author and conservative radio talk-show host based in Boston with a listening audience rooted in New England. He hosts The Howie Carr Show, which broadcasts on weekdays, in addition to writing three columns a week for the Boston Herald.Carr attended Deerfield Academy, a boarding school in Deerfield, Massachusetts, and graduated in 1973 from the University of North Carolina at Chapel Hill (UNC). At UNC, Carr was a member of Phi Beta Kappa and wrote a student newspaper The Daily Tar Heel.From 1980 to 1981, Carr was the Boston City Hall bureau chief of the Boston Herald American, and he later worked as the paper’s State House bureau chief.In 1985, Carr won the National Magazine Award, for Essays and Criticism. In television, he has been nominated for an Emmy Award. Carr played a radio show host in the 1998 John Travolta film, A Civil Action.In early 2006, Carr became a book author with the publication of the New York Times-rated best-seller The Brothers Bulger, about Billy Bulger and James “Whitey” Bulger, the third boss of the Winter Hill Gang. Carr’s second book, Hitman, was released in April 2011, two months before Whitey Bulger (then under the name Charlie Gasko) was arrested after sixteen years on the run.In 2012, Carr moved into fictional writing with his third book, Hard Knocks, which was followed three years later (2015) by Killers, his sixth and most recent release.Awards:

  • Carr was ranked 14th on the Heavy Hundred 2016 list and 15th on the Heavy Hundred 2015 list. The list ranks talk-show hosts from around the U.S. whom this trade journal considers the most popular, influential, or entertaining. Carr has been in this list since 2007.
  • Placed 57th on Talkers Magazines list of the 2014 “Heavy Hundred”.
  • Was inducted into the National Radio Hall of Fame in 2008.


More information on the speakers:

Alex Lipton a Connection Science Fellow at MIT Media Lab, and Adjunct Professor of Mathematics at NYU Courant Institute

In the end of May 2016, he left Bank of America Merrill Lynch where he served for ten years as a managing director. During this time, Alex worked in various senior managerial roles including quantitative solutions executive and co-head of the Global Quantitative Group. Earlier, he was a managing director and head of Capital Structure Quantitative Research at Citadel Investment Group in Chicago; he has also worked for Credit Suisse, Deutsche Bank and Bankers Trust.

While working full time as a banker, Alex held several prestigious academic appointments, including visiting professor at Oxford-Man Institute, Imperial College London, and the University of Illinois. Before switching to finance, Alex was a full professor of Mathematics at the University of Illinois and a consultant at Los Alamos National Laboratory. He received his undergraduate and graduate degrees in pure mathematics from Moscow State University.
His current professional interests include digital banking, robo advisor investing, FinTech, applications of distributed ledger technology to banking, digital currencies, and payment systems, and industrial-strength risk management systems for large systemically important financial institutions. His scientific interests are centered on quantitative development of modern monetary circuit theory, mechanisms of money creation, interlinked banking networks, balance sheet optimization, and related topics.

In 2000 Alex was awarded the first Quant of the Year Award by Risk Magazine. Alex is the author of two books (“Magnetohydrodynamics and Spectral Theory” and “Mathematical Methods for Foreign Exchange”) and the editor of five more, including, most recently, “Quant of the Year
2000-2014, All Award-Winning Papers”. His next book “Financial Engineering – Selected Works of Alexander Lipton” will be published by WSPC in 2017. In addition, Alex has published more than a hundred papers on hydrodynamics, magnetohydrodynamics, astrophysics, chemical physics, and financial engineering.

Alex is a frequent keynote speaker at Quantitative Finance conferences and forums worldwide.

Alex is a founding patron of the 14-10 Club at the Royal Institution (jointly with David Harding). He is an avid collector of military optics and is currently working on a book on the history of military binoculars.

Fred Cannon of Keefe, Bruyette & Woods

Mr. Cannon joined KBW in 2003. In his dual role as Global Director of Research and Chief Equity Strategist, Mr. Cannon guides the research effort at KBW, which provides industry leading research on the financial sector and research coverage on more than 540 financial services firms. Over his years at KBW, Mr. Cannon’s coverage has included a diverse universe of financial institutions, ranging from community and regional banks to mortgage finance companies, and has included some of the largest players in the financial services sector. Mr. Cannon is a graduate of the University of California at Davis and earned his Master’s degree from Cornell University. In past years, he served as economist and Director of Investor Relations at Bank of America and Golden State Bank in San Francisco.

Craig Dismuke of Vining Sparks

Craig Dismuke is Executive Vice President and Chief Economist for Vining Sparks, a fixed income broker/dealer serving institutional investors. Craig is responsible for the projection and publication of Vining Sparks’ economic and interest rate forecasts. He is a frequent guest on CNBC, Fox Business, and Bloomberg TV as well as being quoted often in the financial news.  Prior to joining Vining Sparks, Craig was a Managing Director in Institutional Fixed Income at Bear Stearns and Company.

Ben Craigie of MA Bankers Association

Ben Craigie has worked in financial services since 2004, with experience in bank auditing, compliance and risk management. From 2004 to 2013, he worked for StonehamBank, A Co-operative Bank in the compliance department, helping to build the bank’s compliance management system. During this period, Mr. Craigie worked extensively on all facets of Bank Secrecy Act (BSA) operations for the bank, and also performed internal audits on deposit and loan operations.

Philip Peters of Radius Bank 

Mr. Peters is EVP and Chief Operating Officer responsible for managing deposit and loan operations, commercial cash management, internal technology, project management, and product management/development. Phil has over 33 years of experience in the financial services industry. Prior to joining Radius in April 2016, he most recently served as Senior Vice President, Product Management & Development at People’s United Bank. Phil has also held roles at Danvers Bank, Citizens Bank, and Bank of America. Mr. Peters holds a Bachelor of Science in Business Administration from Salem State University and a Graduate Certificate of Specialized Studies in Business Administration & Management from Harvard University Extension.

Special Agent Andrew Dodd of The Federal Bureau of Investigation

Andrew Dodd has been a Special Agent with the FBI for over 14 years and served in Washington D.C., New York and New Haven, the latter since 2014. Previously he worked in Counterterrorism and Counterintelligence cases. For the past five years, Mr. Dodd has been involved in all matters of cybercrime and complex cybersecurity investigations.

Topics of Presentations

Alex Lipton, Connection Science Fellow at MIT Media Lab, and Adjunct Professor of Mathematics at NYU Courant Institute
Banking Revolution: Disruption, Data and Digital Banking

Introduction Key Requirements for a Digital Bank
What is it all about?
Customers Perspective, higher expectations and better experience
Investor Perspective, monetization and capturing value
Bank’s Perspective, new business model and new technology
Digital Customer Segmentation
Unleashing Digital Currency
Beyond Banks – Pros and Cons

Ben Craigie, Director of Compliance and Training, MA Bankers Association
An Update on the Americans with Disability Act and Customer Accessibility to Websites

In recent months, increased attention has been paid to the developing issue relative to accessibility to digital media for bank and financial institution customers with disabilities. Several banks in states across the country have received demand letters in the past year from class-action law firms alleging non-compliance with the Americans with Disabilities Act (ADA). Non-compliance with the ADA can result in substantial penalties! To assist your institution with reviewing customer accessibility, this session will discuss the current Web Content Accessibility Guidelines (WCAG) 2.0, their relevance to meeting established ADA standards and what potential shortcomings you should be looking at when reviewing bank website and mobile device accessibility.

Craig Dismuke, EVP and Chief Economist, Vining Sparks
Optimism and Uncertainty – Navigating Today’s Economic Environment

As 2017 began, the markets had become much more optimistic about the potential for economic growth and concerned about the prospects of faster inflation. In this presentation, we will look at key factors likely to affect the realized rate of growth and inflation including the likelihood of fiscal and regulatory reforms, how tight the labor market truly is, and the impact of global monetary policies on the U.S. We will also discuss the longer-term structural challenges facing the U.S. economy. While the optimism has already led to higher interest rates, the long-term challenges are likely to keep rates much more range-bound than during previous economic cycles.

Philip Peters, EVP, Chief Operating Officer of Radius Bank
One Bank’s Digital Transformation

Radius Bank is redefining what it means to be a community bank in a market that’s been largely redefined by technology. Meeting customers where they’re at increasingly means finding and serving them through digital channels. Over the last few years, Radius Bank has worked to build a platform that does just that, and has risen to be a leader in virtual banking. Chris Tremont, EVP l Virtual Banking, will discuss how Radius Bank has successfully transformed from a more traditional bank to a full-service, leading edge digital bank and why digital adaptation and transformation is so important.

Fred Cannon, Global Head of Research, KBW
The Outlook for Banks in 2017 as Rally Meets Reality

Bank stocks moved up sharply following the election to levels not experienced since the financial crisis. The rally was driven by global expectation of rising inflation, the Fed’s commitment to raise short term interest rates, and the potential for stronger economic growth, less regulation and tax reform. During 2017 the high valuations have met reality with positive developments on interest rates and inflation, but concerns over slow loan growth and muted progress in Washington. Mr. Cannon will address each of these development, the progress expected in bank earnings and profitability, and his outlook for bank share price during the remainder of 2017.





April 26


Courtyard Marriott Marlborough
75 Felton St, Marlborough, MA 01752 United States
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