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Commercially Optimising ATMs: USA 2001
17 January - 18 January 2001
Commercially Optimising ATMs: USA 2001
The US ATM’s market is one of the biggest in the world, and has experienced more developments and changes in the last 10 years than any other.

This conference aims to facilitate information sharing from the most up to date ATM developments, the latest technologies, advertising strategies and key companies ATM experience.

US ATMs is organised and produced by SAE Media Group: we specialise in providing senior executives with timely, strategic and focused business information. SAE Media Group conferences are leading-edge business events offering delegates the opportunity to meet and network with senior industry figures.

Please register now to guarantee your place at this important conference.

Conference agenda

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14:00

Registration and Coffee

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14:15

What is consumer channel preference for conducting self-service financial and e commerce transactions?

  • Self-service banking transactions
  • Traditional transactions
  • Other channels
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    14:15

    Would consumers be willing to perform PC-like transactions through an ATM or kiosk?

  • Insight into effective usage of Internet kiosks
  • Operational simplicity
  • Effective web design
  • Attention to detail in project managing
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    15:15

    What products and services would consumers value in a web-enabled ATM or kiosk like device?

  • Web-enabled products and services
  • Security and personal identification issues
  • How converging technologies are going to change functions and applications
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    16:00

    Afternoon Tea

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    16:45

    Would consumers be willing to pay for such services? If so, how much?

  • What is research telling us?
  • Can we segment users?
  • Consumer response
  • What will be their expectations be?
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    17:15

    Discussion and questions- review of the morning session

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    17:30

    Close of Workshop

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    8:30

    Registration & Coffee

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    8:50

    Chairman's Opening Remarks

    Lyle Elias

    Lyle Elias, President, ATM Industry Association

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    9:00

    FUNCTIONALITY

    Thomas Sladowski

    Thomas Sladowski, Senior Vice President - Self Service Delivery/Debit Cards, Chase Manhattan Bank

  • The web-enabled E-cash ATM
  • Extending the advertising content
  • Providing an e-commerce platform via the ATM
  • Diversifying functionality
  • Servicing issues and difficulties
  • Future developments
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    9:30

    CONVERGENCE

    Mitchell Caplan

    Mitchell Caplan, Chief Banking Officer, E*Trade

  • Can the two be defined separately?
  • Increasing service provision of ATM’s
  • Commercial applications
  • E-commerce and it’s impact on ATM/Kiosks
  • Convergence - a possibility or certainty?
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    10:00

    COMPETITION

    Mitch Stevens

    Mitch Stevens, General Manager, ATM Division, American Express

  • The effects of surcharges on competition
  • The fast pace of technical change
  • Outsourcing of ATM operations
  • Next generation technologies
  • Problems of market saturation?
  • Effective marketing strategies
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    10:30

    Morning Coffee

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    11:00

    CASE STUDY

    Daniel J Delaney

    Daniel J Delaney, Director, Global Design, Diebold

  • The benefits of accessing pre-registered customer information
  • Dispensing more than just money
  • Accessing information via the web enabled terminal
  • Adapting technology to meet the needs of the customer
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    11:30

    TAKING KIOSKS TO THE PUBLIC

    Mario Castelhano

    Mario Castelhano, Director, Papelaco (Portugal)

  • How to attract users to Kiosks
  • Integrating Kiosks in other equipments
  • Enhancing ATMs with Kiosks functions
  • Customer coaching
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    12:00

    ADVERTISING

    Steve Pidgeon

    Steve Pidgeon, Assistant Vice President - ATM Services, Union Federal Savings Bank

  • The advertising opportunities
  • How to get your program off the ground
  • Pricing and design
  • Who your customers are?
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    12:30

    Lunch

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    14:00

    WEB-ENABLED ATM’S

    Rick Duvall

    Rick Duvall, ATM Product Manager, ACI Worldwide

  • The technology behind web-enabled ATM’s
  • The market demand
  • Bank versus non-bank locations
  • Web based kiosks or ATM’s
  • Web-based services
  • Customer expense
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    14:30

    OFF PREMEISIS DEPLOYMENT

    Michael Hudson

    Michael Hudson, Executive Vice President & CEO, Tidal

  • Trends of the last 10 years
  • Changing regulatory environment
  • Market opportunities
  • Critical success factors
  • Surcharges
  • Summary
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    15:00

    INDENPENDENT SALES ORGANISATIONS

    Tommy Glen

    Tommy Glen, President, Financial Technologies

  • How the ISO concept works in the USA
  • How cost effective is this for ATM owners and the ISO
  • Getting the backing of the banks
  • Managing 1500 ATM’s under contract
  • What are the main benefits to ATM owners of having a managed contract
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    15:30

    Afternoon Tea

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    16:00

    ENABLING ONLINE DEBIT

    Robert Lee

    Robert Lee, President, UTM Systems

  • The Henry Ford story - building the highway
  • How the current system evolved in the US and Europe
  • The need for evolution over revolution
  • The advent of online debit payments
  • Security issues; The value of online authentication
  • The next 10 years
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    16:30

    ATM DEVELOPMENTS

    Bill Koch

    Bill Koch, Senior Consultant, Convenience Banking for Retail Locations, NCR

  • Worldwide & US ATM Shipment & Installed base trends
  • 3 Countries' approaches to surcharging
  • What makes surcharging work
  • Western Europe
  • Background/trends; What to look for in addressing a country for ATM deployment
  • Cross border ATM deployment Issues & suggestions
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    17:00

    SUCCESSFUL SITE SELECTION

    Bob Cannon

    Bob Cannon, President, Momentum Cash Systems

  • The difficulties involved in site selection
  • Off-premises ATM installation
  • The problems of selecting the right retailers
  • Choosing the right location
  • Geographical desirable sites
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    17:30

    Chairman’s Closing Remarks and Close of Day One

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    18:00

    Drinks Reception

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    8:30

    Re-registration and Coffee

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    8:50

    Chairman's Opening Remarks

    Steve Pidgeon

    Steve Pidgeon, Assistant Vice President - ATM Services, Union Federal Savings Bank

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    9:00

    VENDORS

    Gretchen Herrin

    Gretchen Herrin, Contract Administrator/Project Manager, First Republic

  • Contract Negotiations and Monitoring
  • Establishing and Montioring Service Level Agreements
  • Maintaining and Improving your Partner Relationships
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    9:30

    CASE STUDY

    Campbell Burgess

    Campbell Burgess, President, Core Data Resources

  • Making ATM’s accessible to the blind/visually impaired
  • The talking cash machine - the technology involved
  • How to maximise customer service and customer retention
  • How the next generation of ATM’s can benefit certain groups
  • Customer reactions and the resulting benefits
  • How to retain the high standards of security in new ATM machines
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    10:30

    STANDADIZED ADVERTISING

    Lyle Elias

    Lyle Elias, President, Greenlink Technologies

  • The role of the ATMIA
  • Setting the standards for ATM advertising
  • How the standardised model will effect the ATM industry
  • Revenue implications
  • Customer reactions
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    10:30

    Morning Coffee

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    11:00

    MULTIMEDIA KIOSKS AND ATMS

    Ian Spandau

    Ian Spandau, Director, Interact Services Ireland

  • Can the two be defined separately?
  • Increasing service provision of ATMs
  • The impact of e-commerce
  • Commercial applications
  • The future - Web kiosks for e-banking
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    12:00

    SURCHARGES

    Lynn White

    Lynn White, Strategics Initiatives Group, Synovus Financial

  • Customer reaction to surcharging
  • Surcharging bans and the resulting ATM limitations
  • Federal and state surcharging bans
  • Consumer group pressure to regulate the cost of ATMs
  • What lies ahead?
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    13:00

    Chairman's Closing Remarks and Close of Conference and Networking Lunch

    Caesar's Palace

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    Nevada 89109,
    Las Vegas
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    WHAT IS CPD?

    CPD stands for Continuing Professional Development’. It is essentially a philosophy, which maintains that in order to be effective, learning should be organised and structured. The most common definition is:

    ‘A commitment to structured skills and knowledge enhancement for Personal or Professional competence’

    CPD is a common requirement of individual membership with professional bodies and Institutes. Increasingly, employers also expect their staff to undertake regular CPD activities.

    Undertaken over a period of time, CPD ensures that educational qualifications do not become obsolete, and allows for best practice and professional standards to be upheld.

    CPD can be undertaken through a variety of learning activities including instructor led training courses, seminars and conferences, e:learning modules or structured reading.

    CPD AND PROFESSIONAL INSTITUTES

    There are approximately 470 institutes in the UK across all industry sectors, with a collective membership of circa 4 million professionals, and they all expect their members to undertake CPD.

    For some institutes undertaking CPD is mandatory e.g. accountancy and law, and linked to a licence to practice, for others it’s obligatory. By ensuring that their members undertake CPD, the professional bodies seek to ensure that professional standards, legislative awareness and ethical practices are maintained.

    CPD Schemes often run over the period of a year and the institutes generally provide online tools for their members to record and reflect on their CPD activities.

    TYPICAL CPD SCHEMES AND RECORDING OF CPD (CPD points and hours)

    Professional bodies and Institutes CPD schemes are either structured as ‘Input’ or ‘Output’ based.

    ‘Input’ based schemes list a precise number of CPD hours that individuals must achieve within a given time period. These schemes can also use different ‘currencies’ such as points, merits, units or credits, where an individual must accumulate the number required. These currencies are usually based on time i.e. 1 CPD point = 1 hour of learning.

    ‘Output’ based schemes are learner centred. They require individuals to set learning goals that align to professional competencies, or personal development objectives. These schemes also list different ways to achieve the learning goals e.g. training courses, seminars or e:learning, which enables an individual to complete their CPD through their preferred mode of learning.

    The majority of Input and Output based schemes actively encourage individuals to seek appropriate CPD activities independently.

    As a formal provider of CPD certified activities, SAE Media Group can provide an indication of the learning benefit gained and the typical completion. However, it is ultimately the responsibility of the delegate to evaluate their learning, and record it correctly in line with their professional body’s or employers requirements.

    GLOBAL CPD

    Increasingly, international and emerging markets are ‘professionalising’ their workforces and looking to the UK to benchmark educational standards. The undertaking of CPD is now increasingly expected of any individual employed within today’s global marketplace.

    CPD Certificates

    We can provide a certificate for all our accredited events. To request a CPD certificate for a conference , workshop, master classes you have attended please email events@saemediagroup.com

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