Program 24. Banking Forum & 20. Insurance Forum
Day I – 25 October 2022 r.
24. Banking Forum & 20. Insurance Forum
8:30 – 9:00 Registration of participants
9:00 – 9:30 Ceremonial inauguration of the conference
- Zbigniew Jagiełło, Co-Chairman of the Advisory Board Banking Forum
- Andrzej Kopyrski, Co-Chairman of the Advisory Board Banking Forum
- Artur Olech, Co-Chairman of the Advisory Board Insurance Forum
- Adam Malinowski, Co-Chairman of the Advisory Board Insurance Forum
9:30 – 10:00 The current situation and prospects of the Polish economy
- Prof. Jerzy Hausner, Cracow University of Economics; Chairman of the Open Eyes Economy Summit Program Council, GAP Foundation
10:00 – 11:00 THE CONDITION OF THE POLISH ECONOMY IN THE FACE OF THE WAR AND INFLATION CHALLENGES
10:00 – 11:00 Debate
- Stability of the European financial system and macroprudential policy. Characteristics on the global and local scale
- Influence of the geopolitical situation on the financial sector
- Monetary policy and fiscal policy in the age of high inflation
- Security and profitability of the banking sector in the face of war and inflation. How to ensure the business continuity of banks?
- In the quest for sources of financing. Development model of a private investment financing market
- Military war and economic war (higher prices, inflation) – how to face up to expectations?
- Ensuring continuity of the ecosystem and risk management
Speakers:
- Paweł Borys, Chief Executive Officer, Polish Development Fund
- Przemek Gdański, Chief Executive Officer & President of Management Board, BNP Paribas Bank Polska S.A.
- Paweł Gruza, Vice-president of the Management Board, managing the work of the Management Board, PKO Bank Polski
- Grażyna Piotrowska-Oliwa, Member of Board of Directors/ INED of Pepco Group Limited; CEO &co-owner of Grupa Modne Zakupy
- Leszek Skiba, President of Management Board, Bank Pekao S.A.
- Cezary Stypułkowski, President of the Management Board, Chief Executive Officer, mBank
Moderator:
- Marek Chądzyński, Editor in Chief, 300GOSPODARKA
11:00 – 12:00 CAPABILITY OF THE BANKING AND INSURANCE SECTORS TO FINANCE THE ECONOMY IN THE YEARS 2023-2025
11:00 – 11:15 Introduction to the debate
- Adam Pers, Vice President of the Management Board, Head of Corporate & Investment Banking, mBank
11:15 – 12:00 Debate:
- Should the pro-state capital supplant commercial funding?
- The changeability of the financial and capital market. Are we facing an economic recession?
- Opportunities of financing the economy by the bank’s indication of the value of equity gap. How do the banks want to fund programs/projects if they don’t have the appropriate capital?
- Participation of the insurance sector in providing capital for the development of companies and investments
- Challenges of the banks in the financing of the energy sector transformation (the influence of war on the energy transformation)
- Investing in energy infrastructure. Can the investors count on the Polish financial sector, or do they have to look abroad for capital?
- Energy security and investments in energy sovereignty
- Does inflation have any limit? Instruments that could influence price suppression
- Mortgage repayment holidays and their influence on credit creation and the housing market. What does the problem of mortgage repayment holidays consist of? What will be the consequences?
- Benchmarks – “ideal” substitute for WIBOR – sector’s reply. Consequences of canceling WIBOR reference rate.
Speakers:
- Anita Bogusz, Chief Risk Officer, Nationale Nederlanden
- Joao Bras Jorge, Chairman of the Management Board, C.E.O., Bank Millennium
- Bożena Graczyk, CFO, ING Bank Śląski
- Wojciech Hann, President of Management Board, BOŚ Bank
- Adam Pers, Vice President of the Management Board, Head of Corporate & Investment Banking, mBank
- Krzysztof Pietraszkiewicz, President of Management Board, Związek Banków Polskich
- Agnieszka Wolska, Vice President of the Management Board, responsible for SME and Corporate Area, BNP Paribas Bank Polska S.A.
Moderator:
- Andrzej Kopyrski, Co-Chairman of the Advisory Board Banking Forum / Managing Director, Equity Investments, Polish Development Fund (PFR)
12:00 – 12:30 Networking break
12:30 – 14:10 DIGITAL MATURITY OF FINANCIAL INSTITUTIONS – INTERNAL AND EXTERNAL CONDITIONS
12:30 – 12:45 Data Fabric. Modern and effective technologies to use the potential of data
- Bartłomiej Wlazłowski, Executive Business Partner, Goldenore
12:45 – 13:05 The Digital “Currency” Transformation
- Nicolas Kozakiewicz, Chief Innovation Officer, Worldline
13:05 – 13:15 Love in the Time of Plague – Why Banks Will Love Crypto?
- Sławomir Zawadzki, CEO, Kanga Exchange
13:15 – 14:10 Debate
- What does digital maturity mean? Basics of a business functioning in virtual reality (the golden copy etc.)
- Data management – processes of gathering and processing data. Advantage and competitiveness based on data
- Obstacles on the way to digital transformation, i.e., shortage of qualified specialists
- Preparation of employees for automation of some of the processes and environment based on implemented digital strategies.
- Customer centricity as a part of cultural change in the organization. Building a digital relationship with customers
- Digital Operation Resilience Act – preventing and alleviating cyber threats as a part of the activity of institutions
- In the quest for sources of financing. Development model of a private investment financing market
- Russia cut off from the SWIFT system – consequences for the whole economy
- Ensuring continuity of the ecosystem and risk management
Speakers:
- Magdalena Macko-Gizińska, Chief Customer Officer, Nationale-Nederlanden
- Grzegorz Olszewski, Chief Executive Officer, Alior Bank
- Andrzej Przewięźlikowski, Vice President, Board Member, Comarch
- Błażej Szczecki, Vice President of the Board – Head of Retail Banking, Bank Pekao S.A.
- Bartłomiej Wlazłowski, Executive Business Partner, Goldenore
- Sławek Zawadzki, CEO, Kanga Exchange
Moderator:
- Eliza Kruczkowska, Chief Innovation Officer, Polish Development Fund
14:10 – 15:30 DATA AS A PILLAR OF THE FINANCIAL SECTOR
14:10 – 14:25 Real estate data and the transformation of the mortgage process
- Mateusz Chachulski, Board Member, Cenatorium
14:25 – 14:40 Realising the Value of your Regulatory Requirements
- Andre Steyn, Digital Compliance & IT Analytics Solutions Practice Lead Company, Veritas Technologies
14:40 – 15:30 Debate
- How does data change digitalization and the future of banking and insurance?
- Integration of new data streams from the devices monitoring the condition, detectors, and behavioral economics. Transferability of data, Data Act, and Data Governance Act
- Customer-centric attitude – a consumer as the owner of data
- Data-driven culture as orientation towards high quality of the used data
Speakers:
- Marcin Kowalski, CTO, GFT Poland
- Maciej Nawrocki, Chief Data Officer, Bank Pekao S.A.
- Tomasz Nitsch, DCIO, BNP Paribas; Prezes Zarządu DAMA Poland Chapter
- Bartłomiej Nocoń, Head of Digital Banking and Payment Systems, The Polish Bank Association (ZBP), Warsaw, Poland. Member of The Board, European Payments Council (EPC), Brussels, Belgium
- Marek Wilczewski, Information Management Department Director, PZU Group
Moderator:
- Marek Chlebicki, Head of Group IT Strategy, Leading Group IT Transformation, Raiffeisen Bank International
15:30 Lunch
Day II – 26 October 2022 r.
24. Banking Forum
8:30 – 9:00 Registration of participants
9:00 – 9:05 Opening of the 2nd day of the congress
9:05 – 10:30 TECHNOLOGICAL STRATEGIES. WHAT DIRECTION DO THE BANKS WANT TO DEVELOP, AND WHAT STRATEGIC OBJECTIVES ARE THE MOST IMPORTANT FOR THEM?
9:05 – 9:20 Behavioral biometrics in regulations and in practice
- Krzysztof Korus, Partner, DLK Legal Korus sp.k.
9:20 – 9:35 Digital Bank – how to engage the client through the preferred communication channel using Pexip solutions
- Dawid Kolasa, Regional Sales Manager – CEE, Pexip
9:35 – 10:35 Debate
- Banks as technology companies with a bank charter. Are banks today more technology companies than financial institutions?
- Do any technological trends determine the strategy and tactics of the sector? What are they?
- Are we moving in the direction of “banking as a commodity/as a service”?
- Digital transformation of banks – investments and plans in a longer perspective
- Development of new technologies and regulatory barriers limiting their application in banking (i.e., behavioral biometrics, responsibility for transaction authentication, cloud computing)
- The increase in the role of ecosystems, platforms
Speakers:
- Arthur Dell, Chief Technology Officer, Veritas Technologies
- Krzysztof Korus, Partner, DLK Legal Korus sp.k.
- Nicolas Kozakiewicz, Chief Innovation Officer, Worldline
- Magdalena Nowicka, Vice President of the Management Board, Head of New Technologies and Cybersecurity, BNP Paribas Bank Polska SA
- Jaromir Pelczarski, CIO, Alior Bank
- Marcin Petrykowski, Group Chief Executive Officer, Atende
Moderator:
- Paweł Widawski, Founder & CEO, FinTech Poland
10:35 – 11:35 CYBERSECURITY AS A COMMON DENOMINATOR OF THE STRATEGIES OF FINANCIAL INSTITUTIONS – case studies session
10:35 – 10:50 How to use artificial intelligence intelligently?
- Wojciech Ciesielski, Major Accounts Manager, Fortinet
10:50 – 11:05 Cloudy weather with some clears up. How the weather for banks improves thanks to the mapping of safety regulations to technological solutions in Google Cloud
- Przemysław Kulesza, Senior IT Security Manager / Head of Global Security Practice, GFT Technologies
- Filip Mielczarek, DevOps Engineer w GFT Technologies
11:05 – 11:20 DORA – digital resilience of Polish infrastructure
- Jakub Jagielak, Technological Leader – Cybersecurity, Atende
11:20 – 11:35 Is a guarantee of business continuity in an unstable business environment still possible? Disaster Recovery in Poland and abroad
- Krzysztof Siwek, Technical Product Manager & Cloud Architect, T-Mobile Polska S.A.
- Damian Kozłowski, Product Manager, T-Mobile Polska S.A.
11:35 – 12:20 Networking Break
12:20 – 13:30 CYBERSECURITY AS A COMMON DENOMINATOR OF THE STRATEGIES OF FINANCIAL INSTITUTIONS
- Cybersecurity of banks and insurance companies in the face of new risks and challenges
- Legal regulations as a challenge to cybersecurity teams
- Cross-sectoral cooperation in terms of cybersecurity
- Assuring business continuity, among others digital twin, golden copy – traps and formal obstacles, possible scenarios, alternatives
- The use of Artificial Intelligence and Machine Learning in the context of cybersecurity
- Customer-centric attitude – a consumer as the owner of data. Who is responsible for the protection against cyberattacks in the bank-customer relationship?
Speakers:
- Izabela Błachnio-Wojnowska, Director, Governance and Cybersecurity Program Bureau, BNP Paribas Bank Polska
- Wojciech Ciesielski, Major Accounts Manager, Fortinet
- Paweł Dobrzański, Security Tribe Lead, T-Mobile Polska S.A.
- Artur Drobiecki, Head of Sales, Limitless Technologies
- Piotr Kalbarczyk, Director of Cyber Security Department, PKO Bank Polski
- Konrad Korczak, Director of the Department of Control and Prevention of Financial Crimes, Santander Bank Polska
- Rafał Winnicki, Head of Operational & Fraud Risk Departament, VeloBank
Moderator:
- dr hab. inż. Jerzy Surma, Associate Professor, The Institute of Information Systems and Digital Economy at the Warsaw School of Economics
13:30 – 14:30 HYPER-PERSONALIZATION WILL THE BANKS FORECAST CUSTOMER NEEDS BETTER?
13:30 – 14:30 Debate
- How to support retail and commercial customers in the age of the current events: the war, inflation, accelerated digital transformation?
- Do you know who your customer is? Do you know your client’s needs?
- Data gathering, analysis, personalization, control, and optimization of the customer journey – the use of digital experience from the online world for the support of offline sales
- Maintenance/ service communication – automation and standardization of communication scenarios and increase customer satisfaction
- Hyper-personalization and x-selling of associated services in loans – how to effectively and efficiently meet customers’ requirements in terms of satisfying their housing needs?
- What are the risks associated with hyperpersonalization and what are the most important barriers to its implementation?
- Hyper-personalization vs platformization of financial and non-financial services
Increase customer engagement by reaching them in their native communication channel
Speakers:
- Aleksandra Buczkowska, Managing Director for Retail Products and Client Segments, mBank
- Dariusz Gałęzowski, CDO, Director of Data Management Office, BGK
- Rafał Litwińczuk, Deputy CEO, Alior Bank
- Magdalena Proga-Stepięń, Managing Director, Santander Bank Polska S.A.
- Arkadiusz Przybył, Vice President of the Board – Head of Retail Banking, Santander Bank Polska S.A.
- Wojciech Werochowski, Deputy CEO, Bank Pekao SA
Moderator:
- Grzegorz Ignaciuk, Deputy Chairman of the Management Board, Cenatorium
14:30 Lunch
Day II – 26 October 2022 r.
20. Insurance Forum
8:30 – 9:00 Registration of participants
9:00 – 9:05 Opening of the 2nd day of the congress
9:05 – 10:20 THE CHALLENGES OF THE INSURANCE MARKET
9:05 – 9:20 How to make regulatory reporting simple for the Office of the CFO: build trust and reduce risk with CCH® Tagetik solutions
- Michal Rumak, Senior Channel Sales and Affiliates, CCH® Tagetik, Wolters Kluwer
- Daniel Potocnik, Managing Director, CRMT d.o.o.
9:20 – 10:20 Debate
- The influence of the external factors on the sector situation and changes in the supply of and the demand for insurances
- The price policy of the insurance market in the context of inflation
- The influence of capital risks on the insurance market
- Implementation of the ESG policy by the insurance sector representatives
- Insurers’ offers closely connected with climate changes. Product innovations as the basis for the insurance sector’s development, exclusions liability in climate risks
- Reporting (ESG taxonomy and reporting)
- A look into the future – development scenarios of the insurance sector
Speakers:
- Aleksandra Agatowska, Chief Executive Officer, PZU Życie
- Matthias Baltin, President of Management Board, Allianz
- Dominika Kozakiewicz, CEO, Aon
- Piotr Narloch, CEO, InterRisk
- Michal Rumak, Senior Channel Sales and Affiliates, CCH® Tagetik, Wolters Kluwer
- Leszek Skop, President of Management Board, PKO Ubezpieczenia
Moderator:
- Prof. dr hab. Konrad Raczkowski, Director of the Center for World Economy, UKSW
10:20 – 11:35 PENSION AWARENESS IN AGE RISK MANAGEMENT. HEALTH IN THE INSURANCE SECTOR
10:20 – 10:35 Presentation
10:35 – 11:35 Debate
- Financial collaterals of the postproduction period of life – available options for saving
- Opportunity in health insurances
- Products adjusted to particular age groups of clients – taking care of clients’ awareness (young people and people in the production age)
- The landscape of health insurances and life insurances in the subsequent stages of the Covid-19 pandemic
- The development of the health insurance market – trends and customer expectations
- Projects of decreasing health care costs – prophylaxis and prevention
Speakers:
- dr hab. med. Monika Budnik, Cardiologist, Cardiology clinic, Central Clinical Hospital
- Paweł Jaroszek, Member of the Management Board (CFO), Social Insurance Institution (ZUS)
- Andrzej Jaworski, Board President, PZU Zdrowie
- Andrzej Reterski, Supervisory Board Chairman / Co-founder, JP Medica
- Robert Zapotoczny, Chief Executive Officer, PFR Portal PPK
Moderator:
- Paweł Dobrowolski, Chief Economist, Polish Development Fund (PFR)
11:35 – 12:20 Networking Break
12:20 – 13:30 DIRECTIONS OF OBTAINING COMPETITIVE EDGE – TECHNOLOGICAL LOOK
12:20 – 12:35 Online accounting platforms as a new sales channel for insurance products
- Patrycja Strzelecka, CCO, CashDirector12:30 – 12:40 Introduction to the debate/ Case study
12:35 – 13:30 Debate
- The use of artificial intelligence by insurers in risk management. Influence of IT technologies (i.e., Big Data, ML, AI, Blockchain) on the direction of the insurer and its distribution channels
- The use of data about the customer as an element of competitive edge – possibilities and threats
- Should the insurance companies focus on personalized attitude and customer service, e.g., using a dynamic rate and individual perspective to the needs? How?
- Customer Experience – do the insurance companies fully use NPS to test the service level and quality?
- When will the insurance industry be ready to insure investments in the meta world, NFT, cryptocurrencies, etc.?
- How do the new technologies transform the current Omnichanel models?
Speakers:
- Piotr Bartos, CEO, Insly Polska
- Mirosław Deja, Managing Director Pionu IT, UNIQA
- Jacek Nowak, COO/CTO, ITSurance Group
- Marcin Sagała, CIO, Prudential
13:30 – 14:30 THE PROCESS OF SHAPING A NEW EMPLOYEE PROFILE IN THE INSURANCE SECTOR
13:30 – 14:30 Debate
- A new work model and the insurance sector – chances and challenges
- Inflation vs. wage pressure – how to manage it?
- Raising competition and the development of employees in the context of modern technologies, e.g., digital low-code training
- War for talent – adaptation to new expectations and work standards in a hybrid model. How to make sure that the insurance sector becomes a target place for people beginning their careers?
- Building a longstanding employee-employer relationship. Competitiveness with other sectors on the market.
- Vocational activation of mature persons in the insurance sector
- Alternative solutions in terms of shortage of employees, e.g., robotization, process automation
Speakers:
- Michał Gomowski, CEO, Benefia
- Liwia Kwiecień, Chief HR Officer Board, Nationale Nederlanden
- Aneta Podyma, Chief Executive Officer, Unum
- Tomasz Teterycz, Head of HR Department, PKO Ubezpieczenia
Moderator:
- Adam Malinowski, Co-Chairman of the Advisory Board Insurance Forum / Vice-president, CSO, SIGNAL IDUNA Polska TU S.A.
14:30 Lunch
*Participation during confirmation
*The organizer reserves the right to change the agenda and to change the place and date of the event