Program 19. Banking Forum and 15. Insurance Forum
Day I – 23 June 2020
JOINT PART – BANKING FORUM AND INSURANCE FORUM
8:45 – 9:15 Registration
9:15 – 9:45 The Opening Ceremony of the conference
9:45 – 11:15 Inaugural Block: A strategic economic outline in terms of the decade. Challenges of the decade.
Introduction: “Clash” of 2-3 banking economists with different views.
Panel discussion:
Speakers:
- Krzysztof Bachta, President of the Management Board, Alior Bank
- Joao Bras Jorge, President of the Management Board, Bank Millennium
- Paweł Borys, President of the Management Board, Polski Fundusz Rozwoju
- Zbigniew Jagiełło, President of the Management Board, PKO Bank Polski
- Marat Nevretdinov, President of the Management Board, Europa Ubezpieczenia
- Ceary Stypułkowski, President of the Management Board, mBank
- Paweł Surówka, President of the Management Board, PZU SA
11:15 – 12:30 Topic block: Global Environment Policy / its impact on the economy / financial institutions – how to effectively carry out ecological transformation with the participation of financial institutions
Panel discussion:
- Elements of transformation support/building awareness/building support/state policy
- In what direction will the legal regulations evolve? / What might be the impact on financial institutions (direct and indirect) / change of risk profile and sector dynamics
- How to motivate financial institutions to change in the sectoral approach/elements of stimulation
- Possible development of the field of cooperation between financial institutions and administration/The role of state financial institutions
- Can financial institutions benefit from ecological changes or lose
- Changes in the product approach – what offers appear and disappear in connection with the fight for the environment?
- Financing prosumer investments in the energy sector – how to stimulate?
- International experiences of changes in the positive impact of financial institutions on climate change
- Impact of environmental regulations on sector risk
Moderator:
- Andrzej Kopyrski, Co-Chairman of Advisory Board Banking Forum
Speakers:
- Leszek Skiba, Under-Secretary of State, Ministry of Finance
- Barbara Sobala, Vice-president of the Management Board, Citi Handlowy
- Lucyna Stańczak-Wuczyńska, Director for EU Banks in the Financial Institutions Group EBRD
- Jarosław Rot, Director of the Asset and Liability Management Division, BNP Paribas
- Marek Lusztyn, President of the Management Board, Pekao S.A.*
12:30 – 13:30 Networking break
Day I – 23 June 2020
13:30 – 14:45 Topic block: Modern financing methods – are the banks still the only institution that can finance?
13:30 – 13:45 Case:
- Tomasz Kowalski, Country Manager, Lendo
13:45 – 14:45 Panel discussion:
- How to gain financing from other sources?
- Partnerships in the field of innovation. Why does cooperation pay off?
- What are the experiences? Exploiting the potential in other industries
- Financing of microenterprises
- When will banks open to online credit intermediation platforms?
- How to run distribution?
- Where is digital lending going? ?
- Crowdfunding – legal solutions at the European level
- Tokenization of financing / Cloud
Moderator:
- Tymon Zastrzeżyński, CO-Founder & CEO, Loando
Speakers:
- Tomasz Chróstny, President of the Management Board, UOKiK
- Wojciech Rybak, Vice-president of the Management Board, Bank Millennium
- Tomasz Kowalski, Country Manager, Lendo
- Agnieszka Surmacka, President of the Management Board, PKO Finat *
- Tomasz Mazurkiewicz, President of the Management Board, ING Commercial Finance *
14:45 – 16:00 Topic block: Word strategy in the field of technology
14:45 – 15:00 Case:
- Grzegorz Prajzner, Director of Technology Development, Atende
15:00 – 15:15 Case:
- Infinite + Orange
15:15 – 16:00 Panel discussion:
- Search for extra-schematic ideas – a clash of technology giants. Technological perspective vs. sector perspective.
- What exactly are we doing to go even more towards digitization?
- Will technologies in banks not generate income in 10 years?
Prelegenci:
- Roman Szwed, President of the Management Board, Atende
- Jarosław Hermann, Vice-President of the Management Board, Bank Millennium
- Przedstawiciel KPMG
- Agata Strzelecka, Vice-President of the Management Board, Alior Bank *
- Representative Facebook *
- Representative Google *
16:00 Lunch
Day I – 23 June 2020
INSURERS IN THE FACE OF NEW CHALLENGES ARISING FROM THE DIGITIZATION OF THE ECONOMY AND SOCIETY
13:30 – 14:45 Topic block: The impact of digital transformation on the customer – building a modern approach to the customer journey
13:30 – 13:45 Case study:
- Tomasz Kras, CEO, ProOptima
- Aleksandra Urban, Customer and Employee Experience Senior Consultant, ProOptima
13:45 – 14:00 Case study:
- Aleksandra Agatowska, President of the Management Board, PZU Życie
14:00 – 14:15 Case study:
- Joanna Kościuch-Malinowska, Country Manager, Comadso
14:15 – 14:45 Panel discussion:
- How to plan and carry out an effective digital transformation of the insurer for the benefit of the client?
- Changes in the operational and business models of insurers – such as the implementation of client centric orientation changes the ways of operating and organization
- The process of shaping the relationships between the company and clients (testing attitudes, behaviour motivation, satisfaction of the needs of loyal customers through the highest quality offers, promotional activities, instruments rewarding loyalty – long-term customer impact)
- Do customers understand the technological changes introduced by insurers
- User/customer experience and the customer journey – technological perspective
- Do customers need new digital products and are insurers ready for changes related to this?
- Technology as a tool to increase effective and frequent customer relations
- The role of insurers in the customer value chain
Speakers:
- Aleksandra Agatowska, President of the Management Board, PZU Życie
- Magdalena Macko-Gizińska, Chief Customer Officer, Nationale-Nederlanden
- Jarosław Matusiewicz, President of the Management Board, UNIQA
- Krzysztof Radziwon, Partner, KPMG
14:45 – 16:00 Topic block: The impact of digital transformation on operational models of insurers
14:45 – 15:00 Case study:
- Rafał Mosionek, Vice-President of the Management Board, Compensa
15:00 – 15:15 Case study:
- Marcin Kulawik, Transformation & Automation Director, Aviva
15:15 – 16:00 Panel discussion:
- Digitization and what’s next? How do insurers see further stages of digitization – digitization of operations or new business models?
- Automation – is it just RPA? How else to automate effectively and what?
- Will it be possible to gain acceptance in the organisation for mass work automation?
- In which areas is the development of digitization still facing barriers?
- How to use new technologies to organise data
- Do technologies make insurance services and products cheaper?
Moderator:
- Michał Herbich, Head of Risk & Actuarial Services at KPMG supervising Central and Eastern Europe region
Speakers:
- Adam Brzozowski, Member of the Management Board, PZU SA
- Marek Gołębiewski, Member of the Management Board, Wiener TU S.A. Vienna Insurance Group
- Beata Graczyk, President of the Management Board, Prevoir
- Maciej Kloze, Vice-President of the Management Board, Europa Ubezpieczenia
- Rafał Mosionek, Vice-President of the Management Board, Compensa
- Jacek Szymański, Vice-President of the Management Board, Atena
16:00 Lunch
Day II – 24 June 2020
9:00 – 9:30 Registration
9:30 – 10:30 Topic block: Customer first. Customer expectations in the times of subscription economics
Youth:
- Generation Z, Generation Alpha – what should an attractive banking sector look like in their eyes?
- Millennials generation and their market entry. What expectations do they have as customers and as employees?
Talents:
- Talents in financial institutions
- Employment issues from the point of view of employers
Technology:
- Millennials’ payment standards. Confidence and operation in the background in the era of financial innovation.
- Marketing innovation. New channels of customer service – chatbots and virtual assistants
- The world of small screens. How to explain difficult things in one-click reality to customers quickly and safely?
Speakers:
- Aleksandra Buczkowska, Managing Director, mBank
- Representative KPMG
- Kamil Bargiel, CEO, SentiOne
- Magdalena Legęć
- Jan Emeryk Rościszewski, Vice-president of the Management Board, PKO Bank Polski *
- Przemysław Kończal, President of the Management Board, Santander Consumer Bank *
10:30 – 11:30 Topic block: Will PSD2 lead to invisible payments?
CASE:
- Krzysztof Korus, Lawyer, Partner, DLK Legal
Panel discussion:
- What has been implemented since the entry of the PSD2 Act?
- How will invisible payments help customers in everyday life?
- Cashless fraud – has it been stopped?
- Will the development of invisible payments make cash go into oblivion?
- PSD2 and increasing the speed of cashless payments
Speakers:
- Joanna Erdman, Director Startegic Partner, mBank
- Krzysztof Korus, Lawyer, Partner, DLK Legal
- Artur Bilski, Head of Legal, Alior Bank
- Michał Podgajny, Director, KPMG
- Jan Czapracki, CEE Payments Partnerships, Google Pay
11:30 – 12:30 Topic block: Beyond Banking
- Will banking applications soon become a hub for managing non-banking services?
- VAS – Value Added Services, meaning additional services in mobile banking applications
- Banks without branches and online banking – development of internet banks and impact on the market
- Foreign trend to rent banking services – will this wave come to Poland?
- Has the era of competition between banks and fintechs passed?
Moderator:
- Bartłomiej Nocoń, Ekspert Sektora Bankowego
Speakers:
- Adam Mańka, Director of Softwere Development Department, Bank Millennium
- Jędrzej Iwaszkiewicz, Co – Founder and VP Business Development, The Heart
- Aleksandra Sroka-Krzyżak, Head of Strategy , PKO Bank Polski
- Marat Azatjan, Business Development Manager, Revolut Polska
12:30 – 13:00 Networking break
13:00 – 14:00 Topic block: Safe Onboarding and cybersecurity
- How to improve the onboarding process using the latest customer verification technology?
- Digital verification of customer identity – the role of AI and the role of man.
- Prevention – is it time for insurance and paid protection of personal data online?
- Losses that cannot be seen. Adoption of financial innovation and knowledge about cybersecurity.
- Onboarding in the non-banking sector – experience, examples, practice
Speakers:
- Seweryn Kowalczyk, Vice-president of the Management Board, Alior Bank
- Jacek Obłękowski, Founder, Horum Bank
- Piotr Balcerzak, Director of the Banks Security Team, Związek Banków Polskich*
- Stanisław Szołdra, Director of the Security Department, Narodowy Bank Polski *
- Wanda Buk, Under-Secretary of State, Ministerstwo Cyfryzacji *
Day II – 24 June 2020
9:00 – 9:30 Registration
9:30 – 10:30 Topic block: Prevention – what do we do for clients?
9:30 – 9:40 Case study
- Radosław Kamiński, Vice-President of the Management Board, Allianz
9:40 – 9:50 Case study
- Stanisław Szczurek, Business Development Office Director, AXA
9:50 – 10:30 Panel discussion:
- Prevention inscribed in the business model
- Prevention as an added value to insurance – examples of preventive campaigns
- How can we use new technologies in the service of prevention in various insurance segments?
- Prevention in the field of road traffic – initiatives aimed at preventing accidents and reducing their consequences
- Foreign inspirations for shaping responsible behaviour patterns
Speakers:
- Rafał Hiszpański, President of the Management Board, D.A.S.
- Radosław Kamiński, Vice-President of the Management Board, Allianz
- Dorota Macieja, Member of the Management Board, PZU Życie
- Stanisław Szczurek, Business Development Office Director, AXA
10:30 – 11:30 Topic block: The role of insurance in the long-term saving system – opportunities and threats to the life insurance market
- Possibilities of long-term saving – attractiveness of products, forms of saving
- What products should appear in the long-term saving system?
- Increased awareness and value of voluntary insurance – building trust (educational element, campaigns). How to make customers want to use them?
- Impact of changes in the pension system on life and disability insurance products
- Employee benefits and other complementary forms of saving
- Summary of previous implementations of Employee Capital Plans – perspectives
- How to use innovative solutions in implementing PPK?
Moderator:
- Paweł Wojciechowski, Główny Ekonomista, ZUS
Speakers:
- Michał Herbich, Head of Risk & Actuarial Services at KPMG supervising Central and Eastern Europe region
- Krzysztof Nowak, President of the Management Board and Partner, Mercer Polska
- Katarzyna Przewalska, Director, Ministry of Finance
- Robert Zapotoczny, President of the Management Board, PFR Portal PPK
- Marcin Żółtek, Vice-president of the Management Board, TFI PZU
- Dagmara Wieczorek-Bartczak, Deputy Chairman of the Polish Financial Supervision Authority *
11:30 – 12:30 Topic block: Distribution in the next 10 years. Assessment and perspective
- Changes on the distribution market. Who can offer modern insurance products? Channels of the future
- What are the differences between the distribution of insurers, brokers and agents?
- Consolidation of traditional insurers and the possibility of entry of new entities: FinTechs, InsurTechs, entities operating under a foreign licence
- The role of partnership in the insurer-broker-customer relationship
- Regulatory mess – understanding the role of distribution in the insurance system
- Digital sales support – insurance sales tools – which we use, which we used and which we will use?
- Distribution of niche insurance – how to break into larger groups
- Changes on the bancassurance market – product distribution at the bank
Speakers:
- Piotr Narloch, President of the Management Board, Interrisk
- Jan Zimowicz, Member of the Management Boar, Aegon
- Sławomir Łopalewski, Prezes Zarządu, PKO Ubezpieczenia
- Elżbieta Häuser–Schöneich, Member of the Management Board, PZU *
- Justyna Wajs, Member of the Management Board, Ergo Hestia *
- Agnieszka Wrońska, President of the Management Board, Link4 *
12:30 – 13:00 Networking break
13:00 – 14:00 Topic block: Insuring myself with trust – the image of the industry
13:00 – 13:15 Case study
- Daniel Kajak, Head of Business Development CEE, SentiOne
13:15 – 14:00 Panel discussion:
- Trust strategy – how should the insurance industry build customer confidence in the current period?
- The use of modern means of communication to build trust
- Promoting insurance knowledge and promoting positive values for insurers
- Simplification of insurance products communication
- Statistical data regarding customer confidence in the industry – presentation of data and reports
Speakers:
- Mariusz Jerzy Golecki, Financial Ombudsman* *
- Krzysztof Wanatowicz, Member of the Management Board, TUiR Allianz Polska S.A.*
14:00 – 15:00 Topic block: Prospect of capital market development
- Will the stock exchange still be an alternative to effective capital raising?
- Financing foreign expansion
- Support for Polish and foreign institutions
Moderator:
- Andrzej Kopyrski, Co-Chairman of Advisory Board Banking Forum
Speakers:
- Maciej Rapkiewicz, Member of the Management Board, PZU SA
- Beata Daszyńska-Muzyczka, President of the Management Board, BGK *
- Marek Dietl, President of the Management Board, Giełda Papierów Wartościowych *
- Jakub Papierski, Vice-president of the Management Board, PKO Bank Polski *
15:00 Lunch
Update 2.03.2020
The Organizer reserves the right to change the program
* during formal confirmation