Digital Insight, an Intuit company | 2007 National Conference

Agenda at a Glance*

Sunday, March 25, 2007

7:00 am – 8:00 pm	Conference Registration
7:00 am – 3:00 pm	Pre-conference Activities: Option 1: Golf Tournament Option 2: Hoover Dam/Grand Canyon Tour
8:00 am – 3:30 pm	Pre-Conference Workshops:
	8:00 am – 11:30 am Workshop 1: Consumer: On-Ramp Excellence: Achieving customer loyalty in the first ninety days Workshop 2: Small Business: Full-Service Fill-Up: Win Market Share by Helping Small Businesses Manage Their Businesses Better
	12:00 pm – 3:30 pm Workshop 3: Business Banking: Pole Position: Leader Strategies for Managing Risk and Liquidity Workshop 4: General: All Aboard: Innovative Incentives for Moving Employees Online
4:00 pm – 5:00 pm	Partner Showcase Preview and Vendor Reception (exhibitors & sponsors only)
5:00 pm – 8:00 pm	Welcome Reception and Partner Showcase

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Monday, March 26, 2007

7:00 am – 6:00 pm 7:00 am – 8:00 am 8:00 am – 8:15 am	Conference Registration and Partner Showcase Breakfast Opening Remarks: Welcome to the 2007 National Conference
8:15 am – 8:30 am	CEO Remarks
8:30 am – 9:15 am	Presidential Address: Unleveling the playing field
9:15 am – 10:15 am	Opening Keynote: License to Drive: What to Do Now that Your Customers/Members Hold the Keys
10:15 am – 10:30 am	Break
10:30 am – 11:30 am	Round One: Concurrent Information Sessions and Product InfoBlasts
	Concurrent Information Sessions
	Consumer: “E” Octane: Achieve Higher Performance with Next-Generation Online Services
	Small Business: Bundle Banking: Proven Strategies for Achieving Small Business Loyalty
	Business Banking: Strategic Spark Plug: Revitalizing Corporate Banking
	Product InfoBlasts • Don’t take chances. Deep Defense. • Give ‘em Gifts: Retain and reinforce relationships with Digital Insight Gift Cards • What’s your WebSideStory?

11:30 am – 12:45 pm 11:30 am – 12:45 pm	Lunch and Networking Working Lunch: Lost Art? Keeping consumer lending competitive and relevant
12:45 pm – 1:45 pm	Round Two: Experiential Lab, Case Study Café, Summit Club and Product InfoBlasts
	Experiential Lab
	Consumer: Retention Roadmap: Wrangling the Different Generations of Financial Services Customers
	Case Study Café
	Small Business: VIC Treatment: Making Your Small Business Customers Feel Big
	Summit Club (by invitation only)
	More Miles to the Gallon: Understanding and Improving Your Efficiency Ratio
	Product InfoBlasts • Maximum Torque: Pull in more fees with Virtual Terminal • Digital Insight + Intuit = New Personal FinanceWorks • Move Forward with MyBanking: Experience the next-generation of online banking

12:45 pm – 1:45 pm	Small Business 360- Who they are and what they do: a small business introduction
1:45 pm – 2:00 pm	Break
2:00 pm – 3:00 pm	Round Three: Concurrent Information Sessions and Product InfoBlasts
	Concurrent Information Sessions
	Consumer: Get Personal: Leveraging Customer/Member Data for Better Business Decisioning andIntelligent Marketing
	Small Business: DIY Banking: The Future of Small Business Banking
	Business Banking: Powered Performance: Banking on the Benefits of Straight-Through Processing
	Product InfoBlasts • Fill ‘er Up Yourself: Your customers prefer self-service and so should you • Lending by leaps and bounds: Increasing loan growth through next- generation LOS This isn’t your father’s Loan Origination System (LOS) • Bullish on Digital Insight Business Banking: Increase deposit growth & improve cost efficiencies through innovative enhancements
2:00 pm – 3:00 pm	Small Business 360 - How they think and what they want: understanding small businesses

3:00 pm – 3:15 pm	Break
3:15 pm – 4:15 pm	Round Four: Experiential Lab, Case Study Café, Summit Club and Product InfoBlasts
	Experiential Lab
	Small Business: Multi-Point Inspection: What Runs Today’s Small Business Owner
	Case Study Café
	Consumer: Toll-Road Banking: Actionable Ideas forGenerating Fee Income
	Summit Club (by invitation only)
	Four-Way Stop to Success: Capturing andKeeping Today’s Tweens, Xs, Y’s and Boomers
	Product InfoBlasts • Automating Uncle Sam: Digital Insight Business Banking takes technology to state tax payments • Digital Insight + Intuit = A Better Small Business Banking Solution for Payroll • Beating back Western Union: Changing the game with online Global Remittance processing

3:15 pm – 4:15 pm	Small Business 360 - Where they’re going, and taking you: a future view of small business
4:15 pm – 4:30 pm	Break
4:30 pm – 5:30 pm	Round Five: Concurrent Information Sessions and Product InfoBlasts
	Concurrent Information Sessions
	Consumer: Security as a Competitive Differentiator: Scalable Solutions for Today’s and Tomorrow’s Threats
	Small Business: Double-Dipping: Successfully Serving the Cross-Functional Customer
	Business Banking: Changing Lanes: Anticipating and Embracing Emerging Payments
	Product InfoBlasts • Passing Lane: Digital Insight’s Growth and Retention Services • Power Steering: Successfully serving the Do it Yourself business customer • Digital Insight + Intuit = The Best Small Business Invoicing Solution
4:30 pm – 5:30 pm	Small Business 360 - Who they are and what they do: a small business introduction

5:30 pm – 6:15 pm	Partner Showcase and Networking
7:00 pm – 10:00 pm	Evening Event at Jimmy Buffett's Margaritaville

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Tuesday, March 27, 2007

7:00 am – 3:00 pm 7:00 am – 2:00 pm 7:00 am – 8:00 am	Conference Registration Partner Showcase Breakfast
8:00 am – 8:15 am	Welcome Back
8:15 am – 9:00 am	Keynote Address: Customer Driven Innovation
9:00 am – 9:15 am	Break
9:15 am – 10:15 am	Small Business 360 - How they think and what they want: understanding small businesses
9:15 am – 10:15 am	Round Six: Concurrent Information Sessions and Product InfoBlasts
	Concurrent Information Sessions
	Consumer: To Serve Them, You Have to Understand Them: Matching Wits with Generation Y
	Small Business: Asset Acceleration: Successfully Selling Business Services to Small Businesses
	Business Banking: Winding Road Ahead: Avoiding Hazardous Conditions Through Stronger Security Strategies
	Product InfoBlasts • Move forward with MyBanking: The technology the next generation will be powered by • Don’t take chances. Deep Defense • Digital Insight + Intuit = The best small business invoicing solution

10:15 am – 10:30 am

Break

10:30 am – 11:30 am

Round Seven: Partner Workshops

Checkfree Corporation Workshop
Bill Payment Blitz: Achieving increased retention and profitability

Metavante Corporation Workshop
Embracing Emerging Payments: Generate fee income through segmented customer solutions

Murphy & Company Workshop
Driving Online Channel Usage

MortgageBot Workshop
Achieving Success in Web-Based Mortgage Lending: A Roadmap for Financial Institutions

11:30 am – 12:45 pm

Lunch and Networking

11:30 am – 12:45 pm

Summit Club Working Lunch

Working Lunch for CEOs (by invitation only)
Innovation Overdrive: Achieving Growth Through the Principles of Customer Driven Innovation

12:45 pm – 1:45 pm

Small Business 360 - Where
they’re going, and taking you: a
future view of small business

12:45 pm – 1:45 pm

Round Eight: Experiential Lab, Case Study Café, Summit Club and Product InfoBlasts

Experiential Lab

Business Banking:
Go With Their Flow: Aligning
Your Business Banking Services
with Businesses’ Workflow

Case Study Café

Consumer: Plugging Potholes:
Improving Service While
Reducing Costs

Summit Club (by invitation only)

Making the Grade: Successfully Serving the Mass Affluent Validator

Product InfoBlasts
• Bullish on Digital Insight

Business Banking: Increase

deposit growth & improve cost efficiencies

through innovative enhancements
• Digital Insight + Intuit = New Personal

FinanceWorks
• Digital Insight + Intuit = A Better Small

Business Banking Solution for Payroll

1:45 pm – 2:00 pm	Break
2:00 pm – 2:45 pm	Closing Keynote: Checkpoint Ahead: Forward-looking security strategies
2:45 pm – 3:00 pm	Closing Remarks
3:00 pm	Conference Adjourns

* Agenda subject to change.

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Sunday, 3/25

Monday, 3/26

Tuesday, 3/27