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FinXTech
201 Summit View Drive, Suite 250
Brentwood, TN 37027

At the Intersection of What’s Now and What’s Next

As the financial landscape continues to evolve, and executives grapple with a fast-changing operating environment that requires partnerships and collaboration, FinXTech provides authoritative, relevant and trusted content to a hugely influential audience, specifically:

  • Fintech companies who view banks as potentially valuable channels or distribution partners;
  • Banks looking to grow and/or innovate with fintech companies’ help and support; and
  • Institutional investors, venture capitalists, state & federal regulators, government officials and academicians helping to shape the future of banking.

As a platform powered by Bank Director, FinXTech connects this hugely influential audience around shared areas of interest and innovation. In addition, FinXTech specializes in bringing valuable relationships between banks and fintechs in a way no one else does.

For more information on how to participate in FinXTech, please contact Bianca Spangler, Project Manager for FinXTech.

Advisory Group

Jo Ann Barefoot

CEO

Barefoot Innovation Group

Jo Ann Barefoot CEO, Barefoot Innovation Group

Jo Ann is a Senior Fellow at Harvard University’s Mossavar-Rahmani Center for Business & Government in the John F. Kennedy School of Government and is CEO of Barefoot Innovation Group, LLC. Jo Ann has over thirty-five years of experience in consumer financial regulatory issues and fintech. She is currently writing a book on financial technology innovation and regulation.

Thomas Brown

Partner, Litigation Department

Paul Hastings LLP

Thomas Brown Partner, Litigation Department, Paul Hastings LLP

Thomas Brown is a partner in the Antitrust and Competition and the Global Banking and Payment Systems practices.  Mr. Brown’s practice focuses on competition law and legal issues affecting the financial services industry.

Michael Butler

President & CEO

Radius Bank

Michael Butler President & CEO, Radius Bank

Michael Butler is the President and Chief Executive Officer of Radius Bank. Since joining Radius Bank in March 2008, Mr. Butler has transformed the bank into an innovative leader in the financial services industry, one focused on delivering superior customer service and leading-edge technology to its clients.

Michael Carter

Founder & CEO

BizEquity

Michael Carter Founder & CEO, BizEquity

Michael Carter is the founder and CEO of BizEquity and the inventor of the market-leading online valuation service that is helping the small business economy and the financial institutions that serve them.

Pete Chiccino

EVP & Chief Information Officer

The Bancorp Inc.

Pete Chiccino EVP & Chief Information Officer, The Bancorp Inc.

Pete Chiccino has served on the Executive Leadership team of The Bancorp since its inception and currently serves as Executive Vice President and Chief Information Officer. Mr.Chiccino’s expertise with technology guides and sustains all the areas of The Bancorp for which he is responsible; these include the strategy, guidelines, policies and management of the Deposit Operations and Information Technology areas, as well as the Global Call Center Operations.

Sima Gandhi

Head of Business Development and Strategy

Plaid

Sima Gandhi Head of Business Development and Strategy, Plaid

Sima Gandhi leads Business Development and Strategy for Plaid, the technology company powering the fintech ecosystem. Today, thousands of companies use Plaid’s suite of APIs to build applications that enable millions of consumers and businesses to lead healthier financial lives.

Ryan Gilbert

General Partner

Propel Venture Partners

Ryan Gilbert General Partner, Propel Venture Partners

Ryan is a General Partner at Propel Venture Partners (www.propel.vc), a venture capital firm investing in the financial services sector backed by BBVA.

John Gill

Chief Operating Officer & Chief Risk Officer

Somerset Trust Company

John Gill Chief Operating Officer & Chief Risk Officer, Somerset Trust Company

John has over 35 years of experience in the financial services industry.  Currently, he is the Chief Operating Officer and Chief Risk Officer with Somerset Trust Company, where he is responsible for directing the bank’s strategic planning process, risk management and for implementing various technology, profit improvement, growth, operational, and efficiency initiatives.

Joe Guastella

Global and U.S. Managing Principal, Financial Services

Deloitte Consulting LLP

Joe Guastella Global and U.S. Managing Principal, Financial Services, Deloitte Consulting LLP

Joe Guastella has been with Deloitte for more than 25 years and leads the Global and US Financial Services Industry (FSI) practice for consulting.  Prior to taking on the global practice leadership role, he managed Deloitte’s services portfolio for the Global Financial Services network for several years.

Jim Hale

Founding Partner

FTV Capital

Jim Hale Founding Partner, FTV Capital

Jim C. Hale is Independent Director at ACI Worldwide, Inc., Independent Director at Bank of Marin Bancorp, Founding Partner at Financial Technology Ventures Management Co. LLC and Investment Committee Member at St. Ignatius College Preparatory. He is on the Board of Directors at ACI Worldwide, Inc., Bank of Marin, Bank of Marin Bancorp, Mitek Systems, Inc., LOYAL3 Holdings, Inc. and Verus Financial Management, Inc.

Fatema Hamdani

VP Mobile Engagement Strategy and Innovation

Syniverse

Fatema Hamdani VP Mobile Engagement Strategy and Innovation, Syniverse

Fatema Hamdani has held senior executive positions at the worlds largest mobile solutions provider, Syniverse, and successfully managed multi-million dollar portfolios. At Syniverse, she provides specialist knowledge and guidance to enable the rollout of global products and manage strategic customers.

Adrienne Harris

Former Special Assistant to the President for Economic Policy

White House National Economic Council

Adrienne Harris Former Special Assistant to the President for Economic Policy, White House National Economic Council

Adrienne was a Special Assistant to the President for Economic Policy at the White House National Economic Council. Her portfolio includes financial regulatory reform, financial technology, cyber security, consumer protection, and housing finance reform. She came to the White House from the US Department of Treasury where she served as Senior Advisor to the Deputy Secretary.

John Jacobs

Founder and CEO

Q3 Advisors

John Jacobs Founder and CEO, Q3 Advisors

John Jacobs is a New York City/Washington, D.C. based senior business leader and the former CMO of NASDAQ, an S&P 500 company. Mr. Jacobs currently serves as Founder and CEO of Q3 Advisors, LLC and as the Distinguished Policy Fellow and Executive Director of the Center for Financial Markets and Policy at the McDonough School of Business at Georgetown University.

Brandon Janosky

Director and Portfolio Manager

Detalus

Brandon Janosky Director and Portfolio Manager, Detalus

Brandon’s various roles at Detalus include: providing portfolio management services to institutional clients, coordinating the firm’s institutional business development efforts, and focusing on consulting for technology companies in the financial industry. He recently celebrated his 12 year anniversary with Detalus. A graduate of Villanova University, Brandon previously worked as an engineer in Washington Group International’s Power Division designing and analyzing emission reduction components. Brandon holds Series 7 and 66 licenses from FINRA.

Atul Kamra

Managing Partner

SixThirty

Atul Kamra Managing Partner, SixThirty

Atul Kamra is Managing Partner of SixThirty, a global FinTech venture fund and accelerator and cofounding General Partner of SixThirty CYBER. The SixThirty group of companies attract the most innovative FinTech and Cyber Security start-ups from across the globe, and work with like-minded corporate partners and mentors to accelerate their growth.

Aditya Khurjekar

CEO & Co-Founder

Let's Talk Payments

Aditya Khurjekar CEO & Co-Founder, Let's Talk Payments

Aditya Khurjekar is CEO at Let’s Talk Payments (LTP), the trusted source for global FinTech insights. LTP has been focused on curated independent content and data-driven research in this space since 2013, and now reaches 100K innovators globally through its daily outreach, making it the #1 global destination for FinTech.

Jimmie Lenz

Director of Technology Risk

Wells Fargo, Wealth and Investment Management

Jimmie Lenz Director of Technology Risk, Wells Fargo, Wealth and Investment Management

Jimmie Lenz has held a number of different positions in over twenty-five years in the banking and capital markets industry. In addition to trading and senior management positions, Mr. Lenz held the role of Co-President and Co-COO of an NYSE broker dealer with foreign and domestic operations.

Walt Levengood Consultant,

Walt Levengood has over 15 years of senior experience in the payments and alternative lending industry most recently serving as Chief Strategy Officer of Bizfi, a premier Fintech platform that combined aggregation, funding and a marketplace for small businesses.  Mr. Levengood currently works as a consultant and advisor for several VC backed and mid-size Fintech companies within the small business credit and lending sector.

Vivian Maese

Partner

Latham & Watkins

Vivian Maese Partner, Latham & Watkins

Vivian A. Maese is a partner in the New York office of Latham & Watkins.  She is a member of the Corporate department and Financial Institutions Group and leads the firm’s FinTech practice.  Ms. Maese brings more than 25 years of Wall Street experience to her practice, advising Tier 1 banks, emerging FinTech companies and investors on innovative and complex transactions at the intersection of financial services, technology and regulation (FinTech & RegTech).

Bill McNulty

Entrepreneur in Residence

Capital One

Bill McNulty Entrepreneur in Residence, Capital One

Bill McNulty is an EIR at Capital One building new mobile and online banking products. Previously, Bill founded two fintech companies and worked in JPMorgan Chase’s M&A group.

Sultan Meghji

Founder and Managing Partner

Virtova

Sultan Meghji Founder and Managing Partner, Virtova

Sultan Meghji, founder and Managing Partner at Virtova, is an international advisor to startups, enterprises, venture capital, private equity and governments in financial services, technology and biotech. He has spent the last 25 years at the forefront of bring advanced technologies to market, including leadership roles at ABN AMRO, American Express, MasterCard and others.

Greg Ott

President

Nav Inc.

Greg Ott President, Nav Inc.

Greg Ott is a veteran business leader and marketing expert who has a passion for unlocking growth and developing organizations. He is currently President of Nav.com, a start up helping small businesses make informed financial decisions and access capital.

John Pizzi

CEO

BaseVenture

John Pizzi CEO, BaseVenture

John Pizzi is the CEO of BaseVenture, a software company that simplifies how private funds are administered and managed. Before co-founding BaseVenture, John was the COO of mFoundry. John built and managed mFoundry, which was sold to FIS in 2013, into the industry leading provider of mobile banking & payment solutions servicing thousands of financial institutions and retailers.

Dennis Roman

Chief Marketing Officer

TCS Financial Solutions

Dennis Roman Chief Marketing Officer, TCS Financial Solutions

Dennis Roman is CMO of Tata Consultancy Services (TCS) Strategic Business Unit 100% focused on leveraging all of the firm’s business applications to the financial services marketplace around the world. Mr. Roman is responsible for establishing and enhancing the firm’s dominate brand equity as a leading specialty IT solutions provider to the global financial services industry spanning banking, capital markets and insurance.

Gregg Schoenberg

Founder

Wescott Capital

Gregg Schoenberg Founder, Wescott Capital

Gregg Schoenberg advises companies and institutions on strategic and investment issues related to financial services innovation and fintech. In this capacity, he is especially interested in connecting established financial firms with fintech startups to create mutually beneficial opportunities.

Chris Skinner

CEO

The Finanser Ltd

Chris Skinner CEO, The Finanser Ltd

Chris Skinner is known as an independent commentator on the financial markets and fintech through his blog, the Finanser.com, as author of the bestselling book Digital Bank and its new sequel ValueWeb. In his day job, he is Chair of the European networking forum: the Financial Services Club.

Andrew Smith

Director of Strategy and Innovation

Brookdale

Andrew Smith Director of Strategy and Innovation, Brookdale

As Brookdale’s Director of Strategy and Innovation, Andrew supports the organization’s strategic planning, partnerships and innovation efforts. This includes identifying and nurturing strategic partners that can help Brookdale achieve its mission of enriching lives and it also includes working with Brookdale’s department leaders to develop new capabilities and test new technologies.

Christa Steele

Former President, CEO & Board Member, Mechanics Bank; Founder, Boardroom Consulting LLC

Christa Steele Former President, CEO & Board Member, Mechanics Bank; Founder, Boardroom Consulting LLC,

Christa Steele is a seasoned executive with over 20 years of commercial and consumer banking experience. As the founder and managing member of Boardroom Consulting LLC, Christa’s background with proven execution of key strategic initiatives, M&A, streamlining of operations, growing new markets, implementing technology enhancements, provides an elite consultative and advisory perspective to board of directors and senior leadership.

John Thompson

SVP and Leader, Program Team

CFSI

John Thompson SVP and Leader, Program Team, CFSI

John Thompson is responsible for CFSI’s research consulting, and innovation practices. Within these practices, a cross-functional team of professionals works to generate CFSI’s industry thought leadership and consumer research, to foster promising innovations that advance consumer financial health, and to work with companies in direct engagements to more profitably serve consumers with high-quality financial products.

Huma Usmani

CMO & Co-Founder

HEXANIKA

Huma Usmani CMO & Co-Founder, HEXANIKA

At HEXANIKA, Huma Usmani is responsible for developing and executing a marketing and communications strategy to support HEXANIKA’s business growth and enhance its brand awareness. Ms. Usmani manages and supervises all marketing functions including market positioning, branding, communications, demand generation and strategic alliances.

Andres Wolberg-Stok

Director

Citi Fintech

Andres Wolberg-Stok Director, Citi Fintech

Andres Wolberg-Stok is the Global Head of Policy at Citi FinTech, a new unit that is spearheading the transformation of Citi’s Global Consumer Banking business into a mobile-centric “Bank of Tomorrow”. He joined Citi from an international personal-finance startup and has served in a variety of digital roles: first for Citi Latin America, then for Citi’s U.S. consumer businesses, and globally since 2012.

Jon Zanoff

Founder

Empire Startups

Jon Zanoff Founder, Empire Startups

Jon Zanoff founded Empire Startups in 2011 and is the current entrepreneur-in-residence at Techstars. Often dubbed at the “Mayor of FinTech”, Zanoff has spent 15 years galvanizing the FinTech community in the states.