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Future-proof your company with Geniecast LiveLabs.

DisruptiveInnovation

Global Pulse

ArtificialIntelligence

Cybersecrity

Future ofTechnology

Value-BasedEnterprise

BlockchainEssentials

RiskManagement

8 EXPERTS • 6 DISTINCT PHASES • 1 LAB TO BUILD THE FUTUREThe Future of Financial Services

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- Learn the significant impact of trends such as Artificial Intelligence, Blockchain, Algorithmic Business, 3D Printing, IoT, and Big Data

- Develop a sustainable competitive advantage through increased knowledge

- Identify the trends that most influence your current business strategies

- Discover the value in bitcoin by exploring its innovative history and current uses

- Review the uses of Blockchain: how transactions are stored on the blockchain, how mining works through consensus, the differences between permissioned and permissionless blockchains, and why these differences are important

- Learn to streamline workflows with the assistance of AI

- See what you can hand off to artificial intelligence and what still needs human assistance

- Discover several AI tools that can help with your business’s overall efficiency

- Review the world’s 10 most critical hot spots and their possible evolution over a 3- to 12-month timeframe

- Explore the juncture of politics, economics, and military affairs to understand the news before it becomes a headline

- Learn which global events and developments will affect you in the next 12 months

- Explore the key trends emerging today that will shape the world of technology

- Delve more into the changing fortifications of business security

- Hear a range of experiences in cybersecurity, from a consultant for groups as disparate as the CIA, the Chairman of the Joint Chiefs, Hollywood, and the Call of Duty video game series

- Review many aspects of your company’s approach to cybersecurity and information assurance

- Gain an understanding of current vulnerable areas by discussing passwords, encryption, malware, threats to the Internet of Things and physical security

- Walk away with a customized in-depth review of security issues in your particular sector

Disruptive Innovation And Mega Trends Impacting Your FutureMark van Rijmenam

Blockchain Essentials: An Introduction To Bitcoin And BlockchainBryant Nielson

How To Use Artificial Intelligence ForBusiness TodayAnne Gherini

Global Pulse:The Next 12 MonthsJoseph Micallef

What Is The Future OfTechnology And Cybersecurity?Peter Singer

Cybersecurity: Keeping Safe In A Digital WorldSteve Hausman

Learn from The Experts

- Understand the 5 basic strategic framework fundamental decisions

- Apply 5 proactive core elements of risk management to your company and office structure

- Align your overall game plan with 7 strategic and operational value steps

- Develop a basic understanding of how to build a cyber-risk governance framework within your organization (corporation, government agency, non-profit, university, etc.)

- Create a system of accountability and unity among organization leaders, mid-managers, and staff

- Create a practical and effective reputation risk management strategy

- Learn an oversight framework and tools needed for boards and C-Suites to understand their key strategic risks

- Structure the right approach to this ongoing threat in the age of hyper-transparency and super-connectivity

Why Value-Based Enterprise Risk Management: Systems For Making Informed Financial DecisionsGary Patterson

Cyber-Risk Governance:A Primer For Boards &The C-SuiteAndrea Bohime-Blanc

Reputation Risk Oversight For Boards & The C-SuitesAndrea Bohime-Blanc

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T hose in the financial services sector are reacting to a diverse set of global

trends. Technological innovation has made personal finance more accessible and easier to understand. International malware issues are regularly taking over the news cycle. And organizational breakdown in brand name companies has led to a national dialogue about corporate responsibility and transparency. The future is rife with change and possibility, and this LiveLab highlights a few topics to consider when planning for the next few years of business.

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A Full-Service Experience

Dedicated account management

Registration, attendee management,and reporting

Technical support

5

Preparing for the Future ..........................................................7

Technology ....................................................................................9

Blockchain ....................................................................................13

International Ecomomoc Trends ........................................15

Cybersecurity ............................................................................. 17

Risk Management Culture .................................................21

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Table of Contents

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Remain competitive by considering impactful trends

F O R T H E C - S U I T E , S E N I O R L E A D E R S H I P , A N D T E C H T E A M

“As financial institutions look ahead, they need to take on a longer view. In a decade, market leaders will still be helping to finance infrastructure, enable commerce, preserve and expand wealth, and help consumers live better lives. The needs won’t go away, even if the way we fulfill them changes. Leaders are making difficult choices, focusing on the capabilities that set them apart from their peers, and saying “no” to anything that isn’t essential. They’re investing in technology to serve current and future clients. They’re partnering with innovators and experimenting with new business models. It’s an exciting time.” 1

P R E P A R I N G F O R T H E F U T U R E :

The world is experiencing disruptive innovation in any industry, and accelerated change is the only constant. Multiple megatrends affect your company on a daily basis, and if you want to remain competitive, you should ensure that you successfully incorporate these trends.

Learn the significant impact of trends such as Artificial Intelligence, Blockchain, Algorithmic Business, 3D Printing, IoT,and Big Data

Identify the trends that most influence yourcurrent business strategies

Develop a sustainable competitive advantage through increased knowledge

7

Mark van Rijmenam is Founder of Datafloq.com. Datafloq is the One-Stop Source for Big Data, creating the Big Data ecosystem by connecting all stakeholders within the global Big Data market. The objective of Datafloq is to spur the global understanding and application of Big Data in order to drive innovation and growth. Datafloq is transforming the global Big Data ecosystem, connecting Data and People.

He is a Big Data strategist who advises organisations on how to develop their Big Data strategies and business cases. He is an entrepreneur with a drive for innovative concepts that make a difference and inspire others. He has a strong background in online & mobile marketing, strategy, social media, Big Data and he is aware of the latest trends in the world that impact organisations. Currently, he is a PhD Candidate at the University of Technology, Sydney. He has received two scholarships to do so. His research will be on the Role and Influence of Big Data / Internet of Everything on Strategic Innovation.

Disruptive Innovation And Mega Trends Impacting Your Futurewith Mark van Rijmenam

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Develop an internal AI structure

F O R S E N I O R L E A D E R S H I P , O F F I C E O P E R AT I O N S T E A M , A N D T E C H T E A M

"Chatbots. Personal assistants. Robo-advisors. Machine learning. Cognitive computing. And so much more. While the term artificial intelligence (AI) has been around for 60 years, it has finally become part of our daily lives—and how we bank, invest, and get insured. Some financial institutions have been investing in AI for years. Other firms are now beginning to catch up thanks to advances in big data, open-source software, cloud computing, and faster processing speeds." 1

T E C H N O L O G Y :

Learn to streamline workflows withthe assistance of AI

Discover several AI tools that can helpwith your business’s overall efficiency

See what you can hand off to artificial intelligence and what still needshuman assistance

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Anne Gherini is a performance and brand marketing executive, writer, and public speaker with over a decade of experience leading both B2B and B2C marketing teams. Anne spent the first part of her career in the entertainment industry negotiating brand deals at Paramount Pictures and then Sony PlayStation. Anne then led the marketing at several innovative startups, including StumbleUpon, focusing on mobile, big data, and machine learning. She is also a columnist for Inc. Magazine.

How To Use Artificial Intelligence For Business Todaywith Anne Gherini

One of the biggest opportunities for a business is to utilize AI, yet most don’t understand the importance of a human’s role in adopting this new technology. We’ve started to transition from a model whereby AI assists humans to one whereby humans assist AI. While the difference sounds subtle, the shift empowers us to advance one step closer towards creating more efficient and thriving businesses.

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Keep an eye on exciting tech and security trends

F O R S E N I O R L E A D E R S H I P , T E C H T E A M , A N D I N F O R M AT I O N S E C U R I T Y T E A M

“Leading firms are taking an enterprise-wide approach to digital labor. They’re establishing centers of excellence to coordinate vendor contracts, creating policies and procedures to address security issues, and more.” 1

T E C H N O L O G Y :

Robots, Artificial Intelligence, Cyberwar, 3D printing, bio-enhancements, and a new geopolitical competition; the 21st century is being shaped by a range of exciting, and scary, new trends and technologies.

Explore the key trends emerging todaythat will shape the world of technology

Delve more into the changing fortifications of business security

Hear a range of experiences in cybersecurity, from a consultant for groups as disparate as the CIA, the Chairman of the Joint Chiefs, Hollywood, and the Call of Duty videogame series

Peter Warren Singer is Strategist at New America and an editor at Popular Science magazine. He has been named by the Smithsonian as one of the nation’s 100 leading innovators, by Defense News as one of the 100 most influential people in defense issues, by Foreign Policy to their Top 100 Global Thinkers List, and by Onalytica social media data analysis as one of the ten most influential voices in the world on cybersecurity and 25th most influential in the field of robotics.

Peter’s award winning books include “Corporate Warriors: The Rise of the Privatized Military Industry;” “Children at War, Wired for War: The Robotics Revolution and Conflict in the 21st Century;” and “Cybersecurity and Cyberwar: What Everyone Needs to Know.” His latest is “Ghost Fleet: A Novel of the Next World War,” a technothriller crossed with nonfiction research, which has been endorsed by people who range from the Chairman of the Joint Chiefs to the co-inventor of the Internet to the writer of HBO’S Game of Thrones.

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What Is The Future Of Technology And Cybersecurity?with Peter Singer

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Apply Blockchain structures to current company

F O R S E N I O R L E A D E R S H I P A N D I N F O R M AT I O N S E C U R I T Y T E A M

"Blockchain is one of the more exciting—and more misunderstood—emerging technologies. It essentially offers a decentralized ledger of all transactions across a network: When a transaction occurs, everyone on the network knows about it. It’s tamper-proof and virtually instantaneous. This has real disruptive implications for the financial industry, which today uses other processes to keep records for asset transfers and more.” 1

B L O C K C H A I N :

The possible uses for Blockchain are endless, but as a new database strategy, few people know how to utilize the new technology. Change is coming, and now is the time to board the Blockchain train.

Discover the value in bitcoin by exploringits innovative history and current uses

Review the uses of Blockchain: how transactions are stored on the blockchain, how mining works through consensus, the differences between permissioned and permissionless blockchains, and why these differences are important

Develop insight into the future of this technology as a disruption of existing traditional systems and processes

Bryant Nielson is the Executive Director for both The Blockchain Academy and CapitalWave Inc., a global training firm that specializes in “Technology Enabled Learning & Training” for corporations and universities in the financial markets.

He is passionate about Blockchain and its role in disrupting the finance sector. As a frequent speaker at international Blockchain conferences, he has delivered Blockchain training programs while spending time hosting the Blockchain360 Podcast, available on iTunes.

Blockchain Essentials: An Introduction To Bitcoin And Blockchainwith Bryant Nielson

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Dive into the implications of political and economic trends

F O R T H E C - S U I T E A N D S E N I O R L E A D E R S H I P

"In June 2016, UK citizens voted to leave the European Union. Article 50 of the Lisbon Treaty, the clause that sets out how a member may withdraw from the EU, allows up to two years of negotiations once a departing state officially notifies the European Council of its intentions. At this time, the UK hasn’t officially invoked the article, though the prime minister has indicated an early 2017 time frame. What should US financial institutions do now to prepare for various possible exit scenarios?" 1

I N T E R N A T I O N A L E C O N O M I C T R E N D S :

Global Pulse is an innovative world affairs program that reviews the current state of international security, military affairs, and the global economy by examining those events that will have the most dramatic impact on the world in the immediate future.

Review the world’s 10 most critical hotspots and their possible evolution overa 3- to 12-month timeframe

Explore the juncture of politics, economics, and military affairs to understand the news before it becomes a headline

Learn which global events anddevelopments will affect you in the next12 months

Joseph V. Micallef is a keynote speaker, business executive, best-selling author, syndicated columnist, historian and commentator on business leadership, future trends and military and international affairs. He has produced, directed and written dozens of documentary programs on military history and world politics as well as written a number of books.

Mr. Micallef is a member of the National Speakers Association and has been a keynote speaker for a variety of professional and business organizations as well as several think tanks including the Institute of Strategic Studies (London), the NATO War Defense College (Rome), the Italian Institute of International Affairs (Rome), and at universities around the world. He has also been a frequent commentator on military and world affairs for a variety of broadcast venues including CNN, Fox News and Fox News Radio.

Global Pulse: The Next 12 Monthswith Joseph Micallef

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Review current cybersecurity processes to improve overall safety

F O R T H E I N F O R M AT I O N S E C U R I T Y T E A M

"Phishing. Ransomware. DDoS attacks. These are terms financial services security professionals have come to know intimately—and despise. Amid threats from individual actors and organized attackers, security teams have had to step up. As attacks have become more sophisticated, regulators are raising their level of scrutiny, and global cybersecurity and privacy legislation is changing. It’s a big challenge for firms that have come to rely so heavily on digital technology." 1

C Y B E R S E C U R I T Y :

It seems like every day the news is filled with stories about computer crime and hacking, which threatens financial institutions, banks, small businesses, large corporations, hospitals, retail stores, and your personal information. In order to stay protected, it is critical to adopt innovative, adaptable strategies to defend computers, networks, and data from malicious attacks.

Review many aspects of your company’s approach to cybersecurity andinformation assurance

Gain an understanding of current vulnerable areas by discussing passwords, encryption, malware, threats to the Internet of Things and physical security

Walk away with a customized in-depth review of security issues in yourparticular sector

Dr. Steven Hausman is a trained scientist and professional speaker who can unleash the potential for innovation in your organization when he gives you a glimpse of the future, conveys the excitement of new technologies, and explains what they might mean for your business.

Advances in technology will affect the business world in ways that we cannot imagine. For example, the use of robots will alter employment levels and how jobs will be learned and structured, 3D printing technology will cause shifts in manufacturing capabilities, regenerative medicine will heal and rebuild our bodies and alter medical care practices, and artificial intelligence will manage many of our businesses. Steve has a talent for describing complex concepts in science and technology (and their social and ethical implications) in an entertaining and easy-going manner using humor, personal experiences, and clear and understandable language while drawing from his large repertoire of videos, images, and news articles.

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Cybersecurity: Keeping Safe In A Digital Worldwith Steve Hausman

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Develop framework for internal cyber-risk accountability

F O R T H E B O A R D O F T R U S T E E S A N D C - S U I T E

Cyber-Risk Governance: A Primer For Boards & The C-Suite

C Y B E R S E C U R I T Y :

"Firms must already comply with industry, state, federal, and international privacy regulations. The CFPB recently announced consumers can give permission for third parties to access their information. Firms will likely share blame for mishandled data." 1

Cyber-risk has expanded from IT to a multifunctional approach or a stand-alone business function reporting directly to the CEO and board. Cyber risk governance is complete when a company has the board engaged, the CEO and C-suite deployed, and the right balance of technological and cyber expertise in management ranks.

Develop a basic understanding of howto build a cyber-risk governanceframework within your organization

Create a system of accountability andunity among organization leaders,mid-managers, and staff

Dr. Andrea Bonime-Blanc is the chief executive officer and founder of GEC Risk Advisory, a global firm that provides strategic and tactical governance, risk, ethics, compliance, corporate responsibility, reputation and crisis advice to boards, executives, investors and advisors in a wide variety of sectors. She is author of “The Reputation Risk Handbook: Surviving and Thriving in the Age of Hyper-Transparency” and the 2015 Conference Board Research Report, “Emerging Practices in Cyber-Risk Governance”.

Dr. Bonime-Blanc is an Adjunct Professor at New York University and a frequent global keynote speaker. She is an extensively published author of books and articles and has been interviewed by or written for the Wall Street Journal, The Economist, the BBC, The New York Times, Foreign Affairs, El Pais, El Cronista, and Jornal do Commercio.

Cyber-Risk Governance: A Primer For Boards & The C-Suitewith Andrea Bonime-Blanc

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"Among the many risks that financial institutions face, one is often overlooked: the risk related to organizational culture. As high-profile incidents of unethical behavior rattle the financial services industry, risk management culture, ethics, and trust are in the limelight. In 2017, financial institutions will be asking: Can we build a strong risk culture that drives consistency across geographies and lines of business? Can we rebuild trust in the industry?" 1

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Strengthen your risk management framework

F O R T H E C - S U I T E A N D S E N I O R L E A D E R S H I P

R I S K M A N A G E M E N T C U L T U R E :

When it comes to Enterprise Risk Management, you’ve got two choices. Either you can let powerful, well-financed competitors take advantage of YOUR million-dollar opportunities, while disrupting the very establishment of your business. Or you can cover your blind spots and stay fully prepared and protected as your business continues to grow.

Understand the 5 basic strategicframework fundamental decisions

Apply 5 proactive core elements ofrisk management to your companyand office structure

Align your overall game plan with 7strategic and operational value steps

If you think corporate fiscal topics aren’t interesting, THINK AGAIN! Gary Patterson has a passion to help others in this crucial, strategic topic that too many leaders avoid as long as possible. He helps you accelerate sustainable profitable growth. Enable growth through leverage you did not know you had or stop being a best-kept secret, stuck, or coasting on past success.

Unlike most speakers, Gary speaks about balancing strategic risk management and reward from the perspective of achieving personal and business growth, improving accountability and finding Million Dollar Blind Spots, in time.

Why Value-Based Enterprise Risk Management: Systems For Making Informed Financial Decisions with Gary Patterson

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Identify organizational gaps to avoid later difficulties

F O R T H E B O A R D O F T R U S T E E S A N D C - S U I T E

Reputation Risk Oversight For Boards & The C-Suites

R I S K M A N A G E M E N T C U L T U R E :

"The change in the geopolitical landscape in 2017 won’t likely abate regulators’ and legislators’ concerns around risk culture. Customers and shareholders want to interact with institutions they trust, and reputational damage over the long term can be far more costly than punitive fines." 1

Reputation risk is one of the top five to ten risks identified by boards of directors and CEOs consistently and increasingly over the past 5 years. Yet few organizations (whether corporations, nonprofits, government agencies or academic institutions) are properly equipped to deal with this strategic risk.

Dr. Andrea Bonime-Blanc is the chief executive officer and founder of GEC Risk Advisory, a global firm that provides strategic and tactical governance, risk, ethics, compliance, corporate responsibility, reputation and crisis advice to boards, executives, investors and advisors in a wide variety of sectors. She is author of “The Reputation Risk Handbook: Surviving and Thriving in the Age of Hyper-Transparency” and the 2015 Conference Board Research Report, “Emerging Practices in Cyber-Risk Governance”.

Dr. Bonime-Blanc is an Adjunct Professor at New York University and a frequent global keynote speaker. She is an extensively published author of books and articles and has been interviewed by or written for the Wall Street Journal, The Economist, the BBC, The New York Times, Foreign Affairs, El Pais, El Cronista, and Jornal do Commercio.

Reputation Risk Oversight For Boards & The C-Suiteswith Andrea Bonime-Blanc

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Create a practical and effectivereputation risk management strategy

Learn oversight framework and tools needed for boards and C-Suites to understand their key strategic risks

Structure the right approach to thisongoing threat in the age of hyper-transparency and super-connectivity

24

Companies Working with Geniecast

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As a small business working in a competitive industry, Twain Financial is constantly striving to improve our customer service. We engaged Geniecast, specifically Shep Hyken, to provide a training through their platform. The feedback from the 40 employees who attended the session was overwhelmingly positive. The location worked great – just walking into our conference room for an hour -, the technology and interaction with the Genie was seamless and the presentation provided meaningful benefit that will be used at our company going forward. We are currently working with Geniecast to schedule a second training focusing on sales techniques. We highly recommend the platform.

MatthewNational Services Group

Jill Office ManagerTwain Financial

Carly YPO Chapter Member

I was thrilled with the new knowledge our team gained from David’s presentation. His discussion has led to numerous task forces addressing outdated procedures, and new initiatives that we feel will create improvements to our success rates, retention rates, and the experience our employees have in our companies.

We had such a powerful meeting with Sue, she really is an amazing human. The Geniecast was great! Robin had everything set up in her house and so we were ready to go for Sue.

The Thought Leadership Labs were a wonderful success and a large part of that was due to your team. Thank you for all for the excellent work!

The Geniecast Team produced a top-notch event for our sales team, and the two-way video format made for a personal and engaging experience for everyone.

Brandy Events Planner, Corporate Services

YPO

WaltDirector of Sales

Cox Media

What Clients Are Saying

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PwC. Top Financial Services Issues Of 2017: Thriving In Uncertain Times. PwC, 2016. Web. 1 June 2017.

Works Cited

1

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