Agenda
21st Banking and 17th Insurance Forum
Day 1 – 14th April 2021
9:00 – 9:15 Opening Ceremony of the conference
- Andrzej Kopyrski, Chairman of Advisory Board Banking Forum / Managing Director, Equity Investments at Polish Development Fund (PFR)
- Artur Olech, Chairman of Advisory Board Insuracne Forum / CEO, Trasti
9:15 – 9:25 The award ceremony for Piotr Maria Śliwicki, President of ERGO Hestia
9:25 – 9:40 Honorary Guest
- Adam Glapiński, President, Narodowy Bank Polski
9:40 – 11:10 Inaugural block
GLOBAL TRANSFORMATION. CHALLENGES OF THE FINANCIAL SECTOR IN A NEW REALITY: RESTORING THE ECONOMY, PROTECT THE ENVIRONMENT AND ACCELERATE DIGITALISATION
9:40 – 9:55 The world in 2021 and beyond – what changes and what sticks after the pandemic
- James Pomeroy, Global Economist, HSBC
9:55 – 11:10 Debate: SCENARIOS FOR ACCELERATING THE RECOVERY OF POLAND AND EUROPE. STRATEGIC DIRECTIONS OF DEVELOPMENT OF THE FINANCIAL SECTOR
- Economic effects of the pandemic. The state of the economy and economic development forecasts
- Macroeconomic views on the development of the financial market. Key factors of recovery from the crisis
- The condition of the financial sector and its role in counteracting the effects of the current crisis
- The role of the banking sector in overcoming the coronavirus crisis. How will banks approach financing various sectors? At what level will banks be able to support the economy after the crisis?
- How can the EU and new regulations change the functioning of the financial sector?
- Economic recovery package: The EU’s Next Generation EU (NGEU) Rebuilding Plan
- Political strategy. What support has the sector received? What actions by the state authorities are expected by banks and insurers in order to counteract the effects of the pandemic more effectively? Financial Shield.
- There will be no return to normal, there will be new normality. How to prepare for it?
- How to function after a crisis. How will the financial industry develop after the pandemic is over? Where will it be stronger and what becomes a priority in the face of current challenges
Moderator:
- Sebastian Ogórek, Editor in chief, Money.pl
Speakers:
- Paweł Borys, President of the Management Board, Equity Investments at Polish Development Fund (PFR)
- Beata Daszyńska-Muzyczka, President of the Management Board, Bank Gospodarstwa Krajowego
- Marek Dietl, President of the Management Board, Warsaw Stock Exchange (GPW)
- Joao Bras Jorge, President of the Management Board, Bank Millennium
- Sławomir S. Sikora, President of the Management Board, Citi Handlowy
- Leszek Skiba, President of the Management Board, Bank Pekao S.A.
11:10 – 12:10 EUROPE’S SOCIO-ECONOMIC TRANSFORMATION TOWARDS CLIMATE NEUTRALITY
- The process of economic reconstruction and its impact on the environment. The role of banks and insurers in shaping economic processes in line with the assumptions of the European Green Deal.
- Main assumptions and opportunities in financing sustainable development as well as challenges related to achieving the Europe 2050 climate neutrality goals. Banks and insurer’s strategies
- Investment Plan for the European Green Deal. Green initiatives of the financial sector, including central banks
- Innovative solutions for the green economy. How new technologies support the green economy? (5G, AI, Blockchain). Practical applications
- Traditional bank financing for renewable energy and distributed energy projects using new financial instruments.
- Education of clients and society
- Managing culture and technological development – an aspect of education and building responsibility of change leaders in the financial sector
- Improving customers’ digital skills. Transferring good practice to society
Moderator:
- Mikołaj Kunica, Editor in chief, Business Insider Polska
Speakers:
- Piotr Dmuchowski, Head of Global Markets & Treasurer Poland, ESG Champion Markets CEESA, HSBC in Poland
- Adam Guibourgé-Czetwertyński, Undersecretary of State, Ministerstwo Klimatu i Środowiska
- Wojciech Hann, Vice-president of the Management Board, Bank Ochrony Środowiska
- Ewa Jac, CRO, Aviva
- Andrzej Kopyrski, Chairman of Advisory Board Banking Forum / Managing Director, Equity Investments at Polish Development Fund (PFR)
- Magdalena Nowicka, Vice-president of the Management Board, BNP Paribas
- Adam Roman, Member of the Management Board, , Grupa Ergo Hestia
- Magdalena Zmitrowicz, Vice-president of the Management Board, Bank Pekao S.A.
12:10 – 12:30 Networking break
12:30 – 15:05 DIGITAL ECONOMY. HOW NEW TECHNOLOGIES CHANGE FINANCIAL SECTOR?
12:30 – 12:45 Have You Ever Been Frustrated by The Amount of Time It Takes to Get Your Customers the Answers They Deserve?
- Iryna Maksymets, Digital Intelligence Consultant Relationship Manager, ABBYY
- Khemindra Nadarajah, Senior Solution Architect, ABBYY
12:45 – 12:55 Presentation
- Arthur Dell, Technology Sales Director, International Emerging Region, Veritas Technologies LLC
12:55 – 13:05 The digitalisation of financial institutions in the Covid-19 era
- Arkadiusz Buroń, Country Sales Manager CEE, Hitachi Europe
13:05 – 14:15 Debate
- Strategies of digital transformation and directions of innovation in the financial sector. How new technologies are changing banking and insurance
- The browning role of the CIO in times of new normality. Empower your employees
- Paperless workflow and remote customer identity verification and electronic signature. Trend analysis
- Absorption of “automatic” bots, chatbots and voice bot solutions
- The use of artificial intelligence in the area of banking – AI strategy
- Legal issues and new technologies (AI, cloud, blockchain). The organisational model of the work of the financial sector. How does it look from the HR point of view (efficiency, teamwork; what about agile?)
- Cooperative banks in the era of digitisation
- Digitisation of the financial sector and digitisation of public administration – in search of synergy in action
- New threats in cybersecurity-related to rapid technological development
Moderator:
- Michał Pieprzny, Country Leader , SAS Institute w Polsce
Speakers:
- Adam Bąkowski, President of the Management Board, Telematics Technologies
- Piotr Bułka, Member of the Management Board, Generali
- Mirosław Deja, CIO, UNIQA Group in Poland
- Piotr Filipak, Industry Consulting Director, Financial Services w Comarch
- Gabriel Grudzień, Financial Sector Director, Atende SA
- Adam Marciniak, Vice-president of the Management Board, PKO Bank Polski
- Błażej Szczecki, Vice-president of the Management Board, Bank Pekao S.A.
- Tadeusz Woszczyński, Country Manager Poland, Austria, Czech Rep., Slovakia & Baltics, Hitachi Europe Ltd.
- Aleksander Surowiak, EMEA Business Development & Engagement Manager, Tractable
- Jakub Polnik, Project Manager, Wart
- Michał Wolszlegier, CEO, AUTOMADE
- Mikołaj Zaleski, GTM Practice Solutions Manager, CX & Intelligent Workplace, NTT Ltd.
- Adam Bąkowski, CEO, Telematics Technologies
- Risks related to the implementation of the cloud: costs, data security, emergency plan
- How to legally implement the cloud? Security and compliance with regulations and the Polish Financial Supervision Authority. Compliance cloud computing
- Journey to the cloud. How has data processing evolved and why are cloud solutions the future?
- How can the sector take advantage of cloud technology? Is the cloud the basis for creating technological innovations? The use of the cloud in practice
- The first conclusions from the processing of financial data in the cloud. Cloud technology in various industries
- What does the cloud computing model look like? Best practices
- Piotr Mroziński, Financial Sector Leader, Salesforce
- Łukasz Buczko, Google Cloud Poland
- Jacek Szczepański, Vice-president of the Management Board, Atende SA
- Jarosław Kwiecień, Head of the Technology Division, Citi Handlowy
- Leonid Venglinski, Sales Engineer, Veritas
- Małgorzata Jaworska, CIO, Link4
- Kamil Smuga, CIO, VP, Limitless Technologies
- Marek Lenz, CIO, Pekao SA *
14:15 – 14:30 How AI impacts insurance companies in Poland as one of most advanced markets in the world – current examlpes and future possibilities
14:35 – 14:45 Presentation
14:45 – 14:55 Presentation
14:55 – 15:05 Presentation
15:05 – 15:55 ROAD TO CLOUD BANKS AND INSURERS
Moderator:
Speakers:
Day 2 – 15th April 2021
9:00 – 10:00 BANKS’ LENDING STRATEGY AND THE FUTURE OF THE LOAN SECTOR
9:00 – 9:50 Debate
- The impact of the low-interest rate environment on banks’ business models. The situation of banks and the interest rate policy
- Low-interest rates are forcing the banking sector to revise its business models, where to look for savings and where to look for new revenues?
- Banks’ business models. Acting in a world of low-interest rates, increasing credit risk and digitisation. How to build bank profitability?
- Remodelling the credit policy and finding yourself in “New-Normal”. How to acquire customers in the world of restructuring and recovery?
- Effective assessment of the contractor’s quality and creditworthiness – Risk Assessment / Scoring / Rating Accelerator
- Effective implementation of business processes in the “New-Normal” times in the area of handling the credit process – customer-centric approach
- Negative Interest Rates: Smart Entry through “self pricing”
- The profitability of the banking sector and the growth of credit risk
- Credit crunch risk. How far is the credit crunch in Poland? What can be done to prevent this from happening?
- Foreign currency loans
- How to solve the problem of Swiss franc loans? The influence of francs on the capital position of banks
- Financing the economy and loans in Swiss francs. Growing customer problems. Burden on banks
Moderator:
- Łukasz Libuda, Customer Advisory Manager, Risk Practice, SAS Institute
Speakers:
- Marcin Gadomski, Vice-presidente of the Management Board, Pekao SA
- Rafał Plutecki, Head of Banking & Insurance, Crif
- Piotr Mazur, Vice-president of the Management Board, PKO BP
- Marek Lusztyn, Vice-president of the Management Board, mBank
9:50 – 10:00 Managing the rising NPL tide
- Gyorfi Gabor, Business Development Director, QUALCO
10:00 – 11:25 DIGITAL CUSTOMER LIFESTYLE
10:00 – 10:10 Why it’s not worth annoying your clients – the importance of emotions in financial services
- Piotr Wojciechowski, CEO & Service Designer, Fuzers
10:10 – 10:20 Presentation
- Anna Szczygielska, General Manager Poland, Viafintech
10:20 – 10:30 Presentation
- Representative T-mobile
10:30 – 11:25 Debate
- Digital bank and digital customer – how to build relationships effectively and in the long term? Where to find inspiration and the best designs to build a positive Customer Experience?
- Customer experiences in the new reality. Changing customer attitudes from analog to digital. How to reconcile these two worlds in the sale of financial products
- Innovation in customer relations: Omnichannel and customer-centric approach to digital transformation
- Changes in the direction of consumer preferences. Will the client want to return to the traditional channel in the future?
- Where is the limit of banks’ responsibility for the awareness of their clients in the safe use of their services?
Moderator:
- Andrzej Przewięźlikowski, Vice-president of the Management Board, Comarch
Speakers:
- Agata Strzelecka, Vice-president of the Management Board, Alior Bank
- Jarosław Fuchs, Vice-president of the Management Board, Bank Pekao SA
- Magdalena Macko-Gizińska, Chief Customer Officer, Nationale-Nederlanden
- Monika Leżyńska, Director, AXA i UNIQA
- Małgorzata Smołkowska, Member of the Management Board PFR Portal PPK
- Weronika Dejneka, President of the Management Board, PZU Cash
- Piotr Wojciechowski, CEO & Service Designer, Fuzers
- Mikołaj Zaleski, GTM Practice Solutions Manager, CX & Intelligent Workplace, NTT Ltd.
11:25 – 12:25 DATA SECURITYAND CYBERSECURITY
10:25 – 10:35 Presentation
- Representative T-mobile
11:35 – 11:45 Presentation
- Bartłomiej Mitera, President of the Management Board, Goldenore
11:45 – 11:55 Presentation
- Krzysztof Korus, Legal Counsel, Partner, DLK Legal
11:55 – 12:05 Presentation
- Karol Kij, Security expert, Atende SA
12:05 – 12:35 Debate
- Data security while working remotely
- Securing documents exchanged with customers (backup passwords: encryption, durable medium, blockchain)
- Data security in applications/systems transferred to the cloud with the use of the same tools as for the DC physical infrastructure – the role of a central backup and archiving system
- Cybersecurity in the era of “open finance” and “open data”. Sectoral practices in the approach to Cybersecurity / AML issues
- Cooperation between state and financial institutions to increase security
- Employee safety. The impact of accelerated transformation induced by a pandemic on the safety of employees and customers
Moderator:
- Izabela Albrycht, President, Instytutu Kościuszki
Speakers:
- Radosław Kamiński, Vice-president of the Management Board, Allianz
- Robert Kośla, Director – Department of Cybersecurity, The Chancellery of The Prime Minister
- Seweryn Kowalczyk, Vice-president of the Management Board, Alior Bank
- Grzegorz Poznaniak, CISO, Santander Bank
- Piotr Kalbarczyk, Director of Cyber Security Department, PKO BP *
12:35 – 12:45 Networking break
12:45 – 13:35 THE CASHLESS ERA, THE CARDLESS ERA AND WHAT’S NEXT? A VISION FOR FUTURE PAYMENTS
12:45 – 12:55 Payments in cloud – legal, security and risk factors
- Jiri Sandanus, CEO, Crede Experto
12:55 – 13:35 Debate
- The digital payment ecosystem and the most important innovations/Regulations/Changes
- Cashless transactions – social changes. Customer expectations towards banks. The most important lessons for the future
- Development of mobile payment systems in Poland. News in the world of mobile payments
- What methods of cashless transactions are the most secure?
- Deferred payments
- Online instalments – will this western trend also catch on in Poland?
Moderator:
- Bartłomiej Nocoń, Head of Digital Banking and Payment Systems, Związek Banków Polskich
Speakers:
- Joanna Erdman, Director, mBank
- Jiri Sandanus, CEO, Crede Experto
- Krzysztof Korus, Legal Counsel, Partner, DLK Legal
- Adrian Kurowski, Director Visa
13:35 – 14:30 HYBRID INSURANCE DISTRIBUTION
13:35 – 14:20 Debate
- Changes in insurance distribution – accelerated development of the direct channel
- Creating new sales channels. E-commerce platforms
- Omnichannel – penetration of sales and communication channels
- What issues regarding remote distribution of insurance/financial products require legal regulations?
- Client faithful to the agent. The future of sales in the agency channel. Digitisation of agent work – the toolkit of the agent of the future
- How is the role of agents evolving? How have companies enabled intermediaries to serve customers remotely? What pace will this evolution take?
Moderator:
- Cezary Świerszcz, Founder, Bacca/Chief Innovation Advisor, Insly
Speakers:
- Adam Dwulecki, Member of the Management Board, Wiener
- Grzegorz Jurczyk, CEO, BNP Paribas Cardif
- Jolanta Karny, Vice-president of the Management Board, Aviva
- Marat Nevredtinov, President of the Management Board, Europa Ubezpieczenia
- Adam Malinowski, Vice-president of the Management Board, Signal Iduna *
- Esben Seyffart Sørensen, Business Development Director Company, Penni.oi
- Rajmund Rusiecki, Member of the Management Board, Generali *
14:20 – 14:30 Presetntation
- Antoni Łabaj President of the Management Board, OnGeo
14:30 – 15:20 HOW TO EFFECTIVELY IMPLEMENT THE SALE OF INSURANCE AT THE BANK
14:30 – 14:40 Presentation
- Wojciech Fronckiewicz, CEO, Kiosk Polis
14:40 – 15:20 Debate
- Why do banks sell so little and earn from selling insurance?
- Insurance sales development strategy in banks
- Insurance sales tools – market trends
- Challenges and opportunities for cooperation between insurance companies and banks
Moderator:
- Artur Olech, Chairman of Advisory Board Insuracne Forum / CEO, Trasti
Speakers:
- Joanna Borysiewicz, Lider Tribe’u Bancassurance, Santander Bank Polska
- Wojciech Fronckiewicz, CEO, Kiosk Polis
- Urszula Łuszczewska, Bancassurance Head, Millennium Bank
- Adam Tychmanowicz, CEO, NEPTIS SA | Yanosik
- Tomasz Raczyński, Director, mBank
15:20 – 16:05 THE FINANCIAL SITUATION OF POLES – BUILDING SAVINGS
15:20 – 15:35 Saving for Retirement – Lessons from the UK
- Saving rates into Pensions in the UK
- Automatic Enrolment programme
- Behavioural trends in the workforce towards pension saving
- The rise of the older worker
- The impact of Covid 19 on Pension saving rates in the UK
- What next for Pensions in the UK
- Malcolm Goodwin, Head of Workplace Savings and Retirement, Aviva UK Life and Pensions
15:35 – 16:05 Debate
- Financial education; building awareness and trust in Poles’ financial institutions
- Forms of saving. How to build an attractive long-term savings offer? Analysis of available offers (OFE, IKE, IKZE, PPK, etc.)
- Summary and prospects of Employee Capital Plans. The role of intermediaries (brokers and multiagents) in PPK implementations
- PEPP – a new pan-European Personal Pension Product
- Savings programs around the world – exchange of experiences (Turkey, Ireland, Great Britain)
Moderator:
- Robert Zapotoczny, President of the Management Board, PFR Portal PPK
Speakers:
- Szymon Ożóg, President of the Management Boardu, Nationale-Nederlande PTE
- Krzysztof Bukowski, President of the Management Boardu, Openlife
- Paweł Jaroszek, Member of the Management Board, ZUS
- Katarzyna Przewalska, Director, Ministerstwo Finansów *
- Paweł Bednarek, Vice-President of the Management Boardu, Warta *
*Participation during confirmation
*The organizer reserves the right to change the agenda and to change the place and date of the event