Program 23. Banking Forum & 19. Insurance Forum
Day I – 21 April 2022 r.
Joint part for 23. Banking Forum & 19. Insurance Forum
9:15 – 9:20 Start of the Conference
9:20 – 9:45 Conference Opening Ceremony
- Zbigniew Jagiełło, Co-Chairman of the Advisory Board Banking Forum
- Andrzej Kopyrski, Co-Chairman of the Advisory Board Banking Forum
- Artur Olech, Chairman of the Advisory Board Insurance Forum
9:45 – 10:00 Honorary Guest
- Teresa Czerwińska, Vice-President, European Investment Bank
10:00 – 11:15 Inaugural block: THE MOST IMPORTANT ASPECTS FOR THE DEVELOPMENT OF THE POLISH ECONOMY. THE GENESIS AND THE SCALE OF THE CURRENT SITUATION
10:00 – 10:15 Keynote speech
- Iwona Duda, President of the Managment Board, PKO BP
10:15 – 11:15 Debate
- Russia’s attack on Ukraine. Influence on the world, Europe and Poland
- Inflation and economic development. What are the risks of high inflation for the economy?
- Financial sector stability in a rapidly changing economic environment.
- Two Black Swans – Pandemic and War. Threats or Opportunities?
- How are individual sectors of the economy coping in these difficult times?
- Are we in danger of a crisis in the mortgage market due to the rapid increase in interest rates?
- What role do banks play in transforming the energy sector?
- Forecasts for the Polish economy until 2025
Moderator:
- Zbigniew Jagiełło, Co-Chairman of the Advisory Board Banking Forum
Speakers:
- Aleksandra Agatowska, Chief Executive Officer, PZU Życie
- Paweł Borys, Chief Executive Officer, Polski Fundusz Rozwoju
- Joao Bras Jorge, Chairman of the Management Board, C.E.O., Bank Millennium
- Przemysław Gdański, Chief Executive Officer & President of Management Board, BNP Paribas Bank Polska SA
- Grzegorz Olszewski, Deputy CEO directing the operations of the Management Board, Alior Bank
- Leszek Skiba, President of Management Board, Bank Pekao S.A.
11:15 – 12:20 SUSTAINABLE FUTURE – TRANSFORMATION IN THE DIRECTION OF ESG+.
NEW STRATEGIES AND NEW AREAS OF ACTIVITY
11:15 – 11:30 On a bumpy road to a sustainable future. New strategies and necessary fields of activity in the face of mega trends and extraordinary incidents
- Michał Mrożek, Executive Vice President, ING Bank Śląski
11:15 – 12:20 Debate:
- Green economy – environmental and climatic targets. The long-term vision of and participation of the financial sector in the aspiration for the realization of the European Green Deal
- ESG as a development area for products and companies. Influence on the product offer
- Green Bank. What do clients demand and what do banks offer?
- Green insurances: the role of insurers in supporting ecological projects
- Capital market – stability and stimulation of investments. Tasks for the financial sector
- Energy transition. Financing of renewable energy and distributed energy projects
- Technologies supporting green projects. Can tech companies help countries reduce carbon footprint?
Moderator:
- Mikołaj Kunica, Editor in Chief, Business Insider
Speakers:
- Jarosław Fuchs, Vice President of the Management Board, Bank Pekao SA
- Wojciech Hann, President of Management Board, Bank Ochrony Środowiska
- Andrzej Kopyrski, Co-Chairman of the Advisory Board Banking Forum / Managing Director, Equity Investments at Polish Development Fund (PFR)
- Mirosław Proppé, Chief Executive Officer, WWF
- Sylwia Wochal, Investment Director/ Head of Food & Agri Sector, ING Bank Śląski
- Mario Zamarripa, Director of Sustainable Development, ERGO Hestia
12:20 – 12:50 Coffee-networking break
12:50 – 15:00 LEADERS OF DIGITAL CHANGES. ON THE WAY TO UNDERSTANDING THE DIGITAL REVOLUTION
12:50 – 13:05 Case study
- Marcin Motel, Sales Director – Poland, UiPath
- Błażej Szczecki, Vice President of the Management Board supervising Banking Operations and IT Division, Bank Pekao SA
13:05 – 13:15 Scaling Business Model Innovation
- John Barber, Vice President, Infosys Finacle Europe
13:15 – 14:05 Debate: digitalization as an irreversible trend
- Practical usage of technology – innovations in the bank DNA
- Where are e-banking heading? Does digitalization have to go together with e-client and e-administration?
- What does good banking mean in 2022?
- Open data economy – searching for modernity
- Are all the innovations worth their price? Which areas should we invest in for the future of the financial sector?
Moderator:
- Szymon Wałach, Financial sector expert
Speakers:
- Ram Devanarayanan, Business Consulting Director, Infosys Finacle Europe
- Peter Grimmond, Head of Technology, International Region Veritas Technologies LLC
- Piotr Krawczyk, Managing Director, IT Development and Maintenance Division, PKO BP
- dr Krzysztof Korus, Partner, DLK Legal Korus sp.k.
- Grzegorz Olszewski, Deputy CEO directing the operations of the Management Board, Alior Bank
- Wojciech Sass, Chief Executive Officer, Aion
- Błażej Szczecki, Vice President of the Management Board supervising Banking Operations and IT Division, Bank Pekao SA
- Tadeusz Woszczyński, Country Manager Poland, Austria, Czech Rep., Slovakia & Baltics, Hitachi Europe Ltd.
14:05 – 14:20 Drive profitability and maintain compliance. Stories of Modern Finance Journeys with CCH® Tagetik
- Michal Rumak, Senior Channel Sales and Affiliates Representative, CCH® Tagetik
- Daniel Potočnik, Co-founder & CFO, CRMT
- Anton Niculescu, Partner, Spoke Global
14:20 – 14:30 Tangible return on investment from Architecture management at Insurance Company – a case study of the innovative product line rapid implementation
- Jacek Nowak, CTO/COO, ITSurance Group
- Marcin Sagała, CIO, Prudential
14:30 – 14:40 GlobalLogic’s software development laboratories – Hitachi’s response to the technological challenges of the changing financial and insurance services market
- Tomasz Prokopiuk, Associate Vice President, Sales DACH, Hitachi Europe Ltd.
14:40 – 14:50 Innovating for Digital Transformation: Best Practices to Maintain Operational Resiliency
- Arthur Dell, Technology Leader, Veritas Technologies LLC
14:40 – 14:50 The race to the open data economy in the EU regulations for 2024-2030
- dr Krzysztof Korus, Partner, DLK Legal Korus sp.k.
15:00 – 15:45 DIGITAL SOCIETY. ARE WE PREPARED FOR THE FUTURE 5.0?
15:00 – 15:10 Introductory presentations
- Józef Wancer, Honorary Chairman of the Supervisory Board, BNP Paribas
15:10 – 15:45 Debate
- Demographic changes and increased silver economy. Consequences of demographic aging of polish society
- Digitalization of banking and social exclusion. Digital Exclusion, what are its consequences, including social, economic, and political consequences. How to solve the problem of lack of digital skills?
- EduTech – development of digital skills/competencies. Long-term benefits resulting from digital education of seniors
- Management of culture and technological development – the educational aspect and the aspect of building change leaders’ responsibility in the financial sector
- Improvement of clients’ digital skills. Transferring good practices to the society
- Intergenerational support. Inclusion of all groups – clients’ activity. The bridge between technologies and banks
Moderator:
- Przemysław Gdański, President of the Management Board, BNP Paribas Bank Polska
Speakers:
- Jowita Michalska, Digital University
- Artur Nowak-Gocławski, President of the Management Board, ANG
- Marzena Rudnicka, President of the Board and Founder, Polish Institute of Silver Economy
15:45 Lunch
Day II – 22 April 2022 r.
Joint part for 23. Banking Forum & 19. Insurance Forum
9:00 – 9:05 Start of the conference
9:05 – 10:20 CYBERCRIME AS THE BIGGEST CHALLENGE FOR THE FINANCIAL SECTOR
9:05 – 9:15 CHARLIE-CRP alert level – what it means for the economy
- Dr hab. inż. Jerzy Surma, Associate Professor, The Institute of Information Systems and Digital Economy at the Warsaw School of Economics
9:15 – 10:10 Debate
- How to use modern technologies to protect clients?
- Clients’ security and education
- Phishing attacks on bank clients in Poland – how to stop the wave of thefts and frauds?
- Data security at work. Impact of accelerated transformation caused by a pandemic on the security of institutions and employee
- New security challenges – strategies based on protecting people and infrastructure
- Protection of digital documents exchanged with clients
- Cooperation between state and financial institutions to increase security
- Legal and regulatory safety issues, who is responsible for it? How can banks protect their clients?
Moderator:
- Iwona Prószyńska, Press Spokesman, Instytut Kościuszki
Speakers:
- Piotr Marek Balcerzak, Dyrektor, Zespół Bezpieczeństwa Banków ZBP, Związek Banków Polskich
- Izabela Błachnio-Wojnowska, Director, Governance and Cybersecurity Program Bureau, Bank BNP Paribas
- Tomasz Chomicki, Business Development Director,, Samsung Electronics Polska
- Radosław Kamiński, Vice President of the Management Board, Allianz
- Rafał Klimczak, Senior Field Sales Manager, Citrix Systems Poland Sp.z o.o
- Marek Piotrowicz, Head Of Operations, Limitless Technologies
- Maciej “Stefan” Stefaniak, Cyber Security & Networking Solutions Advisory Director T-Systems Polska, T-Systems Polska
10:10 – 10:20 Digital risks – can we predict them?
- Mirosław Jędrych, Cyber Security Advisory Team Leader, T-Systems Polska
Day II – 22 April 2022 r.
23. Banking Forum
10:20 – 11:20 IN THE FACE OF UNCERTAINTY – CHALLENGES FOR FINANCIAL INSTITUTIONS ARISING FROM THE ARMED CONFLICT IN UKRAINE
10:20 – 10:40 Economy and finance on the front line
- 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.
10:40 – 11:20 Debate
- Reactions of companies and institutions of financial sector in Poland to the crisis in Ukraine
- Banking solutions in the light of the evolving situation in Poland
- Short- and long-term consequences of the war in Ukraine and the challenges that have arisen from it for the banking sector and payments industry in Poland
Moderator:
- Adrian Kurowski, Country Manager Poland, Visa
Speakers:
- Joanna Erdman, Vice-President of the Cashless Poland Foundation
- Paweł Placzke, Head of Daily Banking, PKO Bank Polski
- Adam Tochmański, Director of the NBP Payment Systems Department, Narodowy Bank Polski
11:20 – 12:20 HYPERPERSONALIZATION OF PRODUCTS AND OFFERS
11:20 – 11:35 Towards AI-Driven Hyper-Personalisation. Reimagining Customer Engagement. Conclusions from the SAS Customer Engagement Maturity Benchmarking study.
- Tomasz Tarasiuk, FSI Customer Advisory Lead, SAS Poland
11:35 – 12:20 Debate:
- The mission of the banks – a bank that is more present in its client’s life or a bank being a part of the client’s life?
- Hyper-personalization – “zero-click” – immediate reaction to the situation. What are the needs of a conscious client?
- Is Human Touch still needed? What is the role of the bank branch for a client?
- The analysis and summary of PSD2
- The perspective of a small and medium-sized enterprise’s client – innovations for business clients
- Responsible sales and responsible customer relations
- How to raise and disseminate the standards of responsibility in relations with customers? How to change the perception of the industry and provide customers with a sense of security?
Moderator:
- Michał Pieprzny, Country Leader, SAS
Speakers:
- Mariusz Gromada, Departamentu Customer Intelligence, Bank Millennium
- Jacek Iljin, Managing Director, mBank
- Andrzej Przewięźlikowski, Vice President, Board Member, Comarch
- Arkadiusz Przybył, Vice President of the Board – Head of Retail Banking, Santander Bank Polska S.A.
- Wojciech Werochowski, Deputy CEO, Bank Pekao SA
12:20 – 12:50 Coffee-networking break
12:50 – 13:45 POTENTIAL OF A BANK + INSURTECH EXPERIENCE – BENEFITS OF SUCH A COOPERATION IN THE IMPLEMENTATION OF INSURANCE SALES FOR BANK CLIENTS
12:50 – 13:00 Introduction to the debate
- Wojciech Fronckiewicz, CEO, KioskPolis Holding S.A.
12:55 – 13:45 Debate:
- Possible ways to implement the sale of insurance in the bank
- Benefits of cooperation with an experienced insurtech on implementation of insurances in the bank
- Potential implementation time and costs of integration
- What are the challenges of implementing and maintaining the sales processes of insurance products for the bank’s customers?
Moderator:
- Artur Olech, Chairman of the Advisory Board Insurance Forum / CEO, Trasti
Speakers:
- Wojciech Fronckiewicz, CEO, KioskPolis Holding S.A.
- Przemek Kamiński, President of the Management Board, BNP PARIBAS GSC S.A.
- Tomasz Raczyński, Director of Insurance Department, mBank
- Mariusz Rosa, Director of the Business Development and Innovation Division, Link4
13:45 – 14:45 CREDIT AND LOAN POLICY INVESTMENTS AND SAVINGS VS. INFLATION PRESSURE. NEW INVESTMENT LANDSCAPE
13:45 – 14:45 Debate:
- Changes in the investment, credit and loan market – analysis
- New risks in investing (e.g. supply chain management or closing of borders)
- New inflation regime: high inflation and interest rates, increase of prices and advised diversification of portfolios and allocation in assets protecting against inflation
- The condition of the Polish mortgage market. The Impact of low interest rates and sharply rising inflation
- Verification and credit scoring of a client – new data sources
- Credit addiction – are new regulations needed? Protection of Poles against over indebtedness
Moderator:
- Krzysztof Kalicki, Vice-Chairman of Advisory Board Banking Forum / Vice Chairman of the Supervisory Board, Deutsche Bank Polska
Speakers:
- Marcin Gadomski, Deputy CEO, CRO, Bank Pekao SA
- Piotr Mazur, Vice President of the Management Board of the Bank in charge of the Risk Management Area, PKO BP
- Adam Pers, Vice President of the Management Board, Head of Corporate & Investment Banking, mBank
- Krzysztof Pietraszkiewicz, President of Management Board, Związek Banków Polskich
14:45 – 15:45 FIGHT FOR SCREEN TIME – SUPER APPLICATIONS. IN SEARCH FOR ADDITIONAL SERVICES IN BANKING
14:45 – 15:45 Debate
- How to involve clients through digital channels to cause them to use the application more often?
- Platformization – what stage of development are we at?
- Which products and services would make banks stand out from the competition?
- VAS – a valuable source of customer data. Advantages and disadvantages
- Is the Polish user ready to pay for the additional services offered by banks?
- Will banking services become a VAS for technology companies?
Moderator:
- Sylwester Janik, General Partner, Cogito Capital Partners
Speakers:
- Marek Chlebicki, Head of Group IT Strategy, Leading Group IT Transformation, Raiffeisen Bank International
- Małgorzata Kamińska, Head of Transformation & Customer Experience Development, BNP Paribas Bank Polska S.A.
- Halina Karpińska, Head of Digital Banking, Bank Millennium
- Marcin Ledworowski, Member of the Management Board, Business and IT, Bank Pocztowy
- Mariusz Ożga, Head of Strategy & Innovation , Santander Consumer Bank
- Maciej Świderek, Country Manager, DORSUM Investment Software
15:45 Lunch
Day II – 22 April 2022
19. Insurance Forum
10:20 – 11:20 MACROECONOMIC CHALLENGES OF THE INSURERS ARISING FROM FAST-CHANGING REALITY
10:20 – 11:10 Debate
- Analysis of the results and competitive situation on the market. Medium-term development scenarios of the insurance industry in Poland
- Preserving and maintaining profitability. Trends in the development of the profitability of the insurance business
- Competitiveness and price management in insurance. How will prices change in the coming months?
- Is the insurance market ready for open insurance?
- Embedded insurance – a trend that will gain importance in Poland as well? How to distinguish it from affinity? What is the insurers’ role?
Moderator:
- Ida Krzemińska-Albrycht, Managing Editor, Cashless
Speakers:
- Aleksandra Agatowska, Chief Executive Officer, PZU Życie
- Roger Hodgkiss, Chief Executive Officer, Generali
- Jolanta Karny, Chief Executive Officer, Aviva
- Marcin Nedwidek, Chief Executive Officer, UNIQA
- Leszek Skop, President of the Management Board, PKO Ubezpieczenia
- Jacek Smolarek, Chief Executive Officer, SIGNAL IDUNA Polska TU S.A.
11:10 – 11:20 Case study: Hitachi durable medium as a response to the regulatory requirement in the insurance sector and the ESG strategy – a case study based on experience in the banking sector
- Leszek Modzelewski, Head of Project and Implementation Division, Hitachi Europe Ltd.
11:20 – 12:20 NEW HORIZONS ON THE MARKET OF CLAIMS SETTLEMENT. PRESSURE ON THE COSTS OF CLAIM SETTLEMENT AND POSSIBILITIES OF THEIR OPTIMIZATION
11:20 – 12:05 Debate
- Digitization of insurance claims settlement processes, where are we as the market? Innovative technological solutions
- Claims settlement under pressure of regulation and inflation. KNF recommendations
- What are the possibilities of optimizing the costs of claims settlement? What action should be taken?
- Problems related to claims settlement, e.g. disputes with garages, the growing share of electric vehicles
- Assistance insurance – the unused potential of the insurances
Moderator:
- Rafał Hiszpański, CEO, D.A.S
Speakers:
- Michał Gomowski, Chief Executive Officer, Benefia
- Witold Jaworski, Investor, Carrot
- Piotr Kurek, Processes and Innovation Director Customer Relations, Nationale-Nederlanden
- Piotr Ruszowski, President of the Management Board, Mondial Assistance
- Aleksander Surowiak, Business Development Director, Central & Eastern Europe, Tractable
- Tomasz Tarkowski, Managing Director Head of Claims, UNIQA
- Marek Wasilewski, Director of the Damages Department, Link4
12:05 – 12:20 How AI can and is today helping speed up property claims from multiple weeks to days
- Aleksander Surowiak, Business Development Director, Central & Eastern Europe, Tractable
12:20 – 12:50 Coffee-networking break
12:50 – 13:40 LABOR MARKET, NEW TAXES AND CURRENT EMPLOYEE BENEFITS
12:50 – 13:00 Debate Introduction
- Paweł Dobrowolski, Chief Economist, Polski Fundusz Rozwoju
13:00 – 13:40 Debate
- Inflation and labor market. The dynamics and the pressure of the increase in wages
- Benefits and individualization of job offers in response to the new needs of the employee. Additional payment to the Employee Capital Plans (PPK)
- How will the world cope in a situation when the employees’ costs are increasing and their accessibility is decreasing?
Moderator:
- Andrzej Kubisiak, Deputy Director for Research and Analysis, Polski Instytut Ekonomiczny
Speakers:
- Alicja Cessak-Mojnowska, Advocate, Senior Associate, Kochański & Partners *
- Krzysztof Drynda, Chief Executive OfficerChief Executive Officer, Polish Investment and Trade Agency
- Dominik Mazur, Founder & CEO, TakesCare
- Robert Zapotoczny, Chief Executive Officer, Polski Fundusz Rozwoju
13:40 – 15:10 POTENCJAŁ AI W UBEZPIECZENIACH. CYFROWA TRANSFORMACJA OPARTA NA SZTUCZNEJ INTELIGENCJI
13:40 – 13:50 From communication to relationship – the role of AI in shaping a client-centered view of an insurance client
- Dariusz Jańczuk, Head of Customer Intelligence Practice for Central & South East Europe, SAS Institute
13:50 – 14:45 Debate
- The insurer of tomorrow. Will advanced analytics be the next change in the game rules? What could the insurer of tomorrow using artificial intelligence look like?
- Why do insurers have to switch from Digital-first to AI-first?
- Innovative solutions using artificial intelligence by insurers
- How can AI can provide a better customer experience while lowering costs?
- How can artificial intelligence help insurers in meeting bigger and bigger client expectations concerning immediate delivery?
Moderator:
- Marcin Hadyś, Head of Sales, SAS Institute Polska
Speakers:
- Marcin Dyliński, Director of e-commerce/Member of Management Board, CUK Ubezpieczenia
- Michał Herbich, Partner Associate, Head of CEE Risk & Actuarial, KPMG w Polsce
- Magdalena Macko-Gizińska, Chief Customer Officer, Nationale-Nederlanden
- Rafał Mosionek, Vice President and Member of the Management Board, Compensa
- Cezary Świerszcz, Chief Executive Officer, Unext
- Marek Wilczewski, Information Management Department Director, PZU
14:45 – 14:55 4agent, common access to digital tools for insurance agents
- Michał Dworakowski, Managing Partner, iBooster, Polskie Polisy
14:55 – 15:10 People and Robots: The Future of Work in Insurance
- Aleksander Kania, Sales Director, Poland, UiPath
15:10 – 15:45 HEALTH AND LIFE INSURANCES – THE NEW PERSPECTIVE
- The role and the development of health and life insurances. New products on the insurance market
- Demographic changes. Demography and group life insurances. The influence of life expectancy on the offered pension products
- Silver economy – the activities of insurance companies and banks faced with the aging society (short- and long-term strategy)
- New technologies as an “enabler” of new products and services?
- Distribution in the times of COVID (and after) – what has changed, what will remain after lifting the restrictions?
- Are patients ready for virtual medical health care? How much can we trust in remote health care?
- Technological changes. Revolution in telemedicine. Healthtech – how can the new technologies help the insurers make a better life and health business
Moderator:
- Michał Herbich, Partner Associate, Head of CEE Risk & Actuarial, KPMG w Polsce
Speakers:
- Agnieszka Karbowiak, Acting President of the Management Board, PZU Zdrowie
- Marcin Sagała, CIO, Prudential
- Adam Malinowski, Vice-president / CSO, SIGNAL IDUNA Polska TU S.A.
- Konrad Zakrzewski, Managing Director of the Distribution Division – Own Networks, UNIQA
- Jan Zimowicz, Sales & Marketing Director, Member of the Management Board, Aegon
15:45 Lunch
*Participation during confirmation
*The organizer reserves the right to change the agenda and to change the place and date of the event