The Intersection of Financial Institutions and Technology Leaders
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Overview

The ideal bank-fintech relationship is highly complementary, incredibly powerful and results in lucrative benefits for both sides. To help develop these strategic connections, Bank Director hosts Experience FinXTech, the industry’s leading financial technology event. During this annual event, banks and fintechs connect with like-minded industry leaders, explore cutting-edge financial technologies, and learn how to navigate the nuances of the partnership process. 

Over a two-day period, we examine the implications of technology on the business of banking, and explore how banks and fintechs can thrive through the cultivation of new business relationships, collaboration and strategic investments. 

Conference Highlights Include:

  • Interactive Technology Sessions
  • Growth & Strategy Focused Presentations
  • Group Discussions
  • Networking Opportunities

Pre-Conference Opportunity | Monday, May 8

Bank Leader and Fintech Leader Peer Exchanges
We kick off this year’s Experience FinXTech event with the unique opportunity to meet with your peers in closed-door, off-the-record peer exchanges. These popular exchanges are a time for you and your contemporaries from across the country to hold candid discussions about various opportunities and challenges facing your industry.

For more information, please contact our events department directly at events@bankdirector.com or 877-397-7595.




Register

The rate includes all conference activities, materials, meals and beverages at the event site. The price does not include travel or hotel accommodations.

Conference Rates (Rate applies to bankers and fintechs only):
Early Individual Rate: 
$1,595 (Expires April 7, 2023)
Standard Individual Rate: $1,795
Standard Group Rate:
$1,495 (For groups of 3 or more from the same company)

Creating a Personalized Bank Workshop: $895

Bank Leader Peer Exchange: $895
Fintech Leader Peer Exchange: $895

Guest Rate: $150
The guest rate of $150 covers breakfast on Tuesday and Wednesday, as well as all evening receptions. Guests are not allowed to attend sessions. If a guest would like to attend the sessions, please register them as an attendee. A guest is a spouse, significant other or friend who is not in a financial services occupation. A co-worker (even a spouse co-worker) or an associate within the financial services industry is not considered a guest and should register as an attendee.

Membership Program Conference Rates
If your bank is a participating program member, please contact 877-397-7595 to find out about special conference rates and/or event passes that may be available to you and your board. For questions or to find out more about Bank Director’s membership program, please email bankservices@bankdirector.com.

Discounted Hotel Rate
There is a discounted hotel room rate available for conference attendees at the JW Marriott Tampa Water Street until April 14, 2023 or until all rooms are reserved. To reserve a room contact the hotel directly at 813-221-4950 and mention “Bank Director” to receive the discounted rate of $299/night for a standard room. Rooms are limited, so please book early!

Vendor Rate: $2,500
This fee applies to attendees who are not officers or directors of an FDIC-insured financial institution or financial technology company, such as board advisors/observers, investment bankers, attorneys, accounting firms, and other vendors and service providers. Bank Director reserves the right to verify your company profile and adjust your registration rate if necessary. If you are interested in speaking at or sponsoring the event, please contact Laura Ramsey at lramsey@bankdirector.com.

Payments & Cancellation
Conference registration includes admittance to all conference activities and the conference materials. Payment will be accepted by check, American Express, Visa, MasterCard or Discover. If paying by check, please make payable to DirectorCorps, Inc. and include the attendee’s name(s) and/or a copy of the registration form and mail to:

Conferences
Bank Director
201 Summit View Drive, Suite 250
Brentwood, TN 37027

Due to commitments and expenses, all cancellations after March 24, 2023 will be subject to a $225 processing fee. We regret that no refunds will be given after April 14, 2023; however, substitute participants are welcomed. DirectorCorps, Inc. assumes no liability for any nonrefundable travel, hotel or related expenses incurred by registrants.

For more information regarding registration, refunds, concerns and/or program cancellation policies, please contact our events department at 877-397-7595 or events@bankdirector.com.




Agenda

  • Pre-Conference Events | Monday, May 8

    12:30 PM – 1:30 PM
    Peer Exchange Lunch + Registration

    1:35 PM – 4:45 PM
    Bank Leaders and Fintech Leaders Peer Exchanges
    We kick off this year’s Experience FinXTech event with the unique opportunity to meet with your peers in closed-door, off-the-record peer exchanges. These popular exchanges are a time for you and your contemporaries from across the country to hold candid discussions about various opportunities and challenges facing our industry.

    4:45 PM – 5:45 PM
    Welcoming Reception + Registration
    Our welcoming reception provides participants the chance to meet and mingle with their contemporaries from across the country.

  • Day One | Tuesday, May 9

    7:00 AM – 8:00 AM
    Breakfast + Registration
    Sponsored by: Funding Circle

    8:00 AM – 8:10 AM
    Day One Welcome: Where To Begin?
    Michelle King, President, Bank Director & FinXTech
    Your bank wants to grow, your team needs to become more efficient and your customers demand quick and easy services – but all of this requires technology. So where should you start? What services do you add – and what technology providers do it best? You know you need to partner – but where do you even begin? Michelle King, the President of Bank Director and FinXTech, shares some of the early steps three banks took to start their digital transformations. These examples prime our audience for the next day and a half, as we raise issues and ideas designed to grow your bank.

    8:10 AM – 8:40 AM
    What’s On The Horizon?
    Sam Kilmer, Managing Director, Fintech Advisory, Cornerstone Advisors, Inc.
    Lee Wetherington, Senior Director of Corporate Strategy, Jack Henry & Associates, Inc.
    Moderated by: Michelle King, President, Bank Director & FinXTech
    As we open the first day of our Experience FinXTech event, we hear what is going on in the fintech space, specific to banking – and what is coming up next – from new technologies to blockchain and everything in between.

    8:40 AM – 8:50 AM
    FinXTech Connect
    Michelle King, President, Bank Director & FinXTech
    How do you choose the best partners – and where do you start on your quest to find options? Enter FinXTech Connect – an online platform curated directory of technology companies that are strategically partnering with financial institutions of all sizes. All companies inside FinXTech Connect have been carefully vetted and have a history of financial performance and a proven roster of bank clients. This is a tool to help get your bank started on its journey to finding the right partner.

    8:50 AM – 9:40 AM
    FinXTech Executive Briefings
    During the event, we host four FinXTech Connect Executive Briefing sessions that showcase five technology companies per session banks should be aware of as they consider new strategies. Each presenter addresses the problem their company’s technology solves, the bank’s benefit and the steps to move forward. Each presenting company also has a space in the FinXTech Demo Hall and participants are encouraged to visit their booth to find out more information about the company’s product or service.

    Alkami Delivers a Next-Generation, Digital Sales & Service Platform that Increases Revenue Generation & Transforms Digital Banking Into a Profit Center
    Deep Varma, Chief Technology Officer, Alkami Technology, Inc.

    Drive Financial Wellness, Digital Engagement & Profitable Loan Growth with SavvyMoney’s Credit Score Solution
    Chris Sage
    , Director, Business Development, SavvyMoney, Inc.

    Driving Growth with Capital Markets Technology
    Zack Nagelberg, Chief Growth Officer, Derivative Path, Inc.

    Beyond the Jargon: The Power of Real-Time Payments
    Geoff Knapp, CEO, Allied Payment Network, Inc.

    Unlock Your Lending Potential – Overcome Small Business Credit Risk With Lenders Cooperative LOS + Small Business Loan Scoring
    Benjamin Wallace, CEO, Summit Technology Group

    9:40 AM – 10:10 AM
    Refreshment Break + Interactive Demonstrations
    Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

    10:10 AM – 10:50 AM
    Open Banking Is Already Here – How To Not Get Left Out
    Chad Davison
    , Director, Client Solution Consulting, Fiserv Solutions, LLC
    This session explains how consumers are already using open banking, how banks can securely protect their data while facilitating these new partnerships and how attendees can gain potential customers and products by utilizing it.

    10:50 AM – 11:40 AM
    FinXTech Connect Executive Briefings
    The second FinXTech Connect Executive Briefings session showcases 5 technology companies banks should be aware of as they consider new strategies. During the presentation, each presenter addresses the problem their company’s technology solves, the bank’s benefit and the steps to move forward. Each presenting company also has a space in the FinXTech Demo Hall and participants are encouraged to visit their booth to find out more information about the company’s product or service.

    How To Turn Your Digital Banking Channel Into a Deposit Goldmine
    Parker Graham, Founder & CEO, Finotta

    Engaged Banking: How AI & Big Data are Humanizing Digital While Increasing Deposits, Growing Loan Portfolios and Creating Long Term Banking Relationships
    Craig McLaughlin, Founder & CEO, Finalytics.ai, Inc.

    How To Ignite Banking Relationships & Drive Growth
    James White, General Manager, Banking, Total Expert

    Maximizing the Value of Your Digital Transformation
    David Kula, Senior Account Executive, Backbase

    A.I. Contact Center Agents – Conversational Banking with Directlink
    Ben Nichols, Head of Product, Directlink

    11:40 AM – 12:40 PM
    Networking Lunch + Interactive Demonstrations
    Have lunch with key business leaders while also exploring the latest technologies changing the financial industry.

    12:40 AM – 1:20 PM
    The Partnership Process
    David Carlson, Head of Sales, MANTL
    Aaron Donaldson
    , Principal, Technology & Management Consulting, RSM US LLP
    Stanley Orszula, Partner, Barack Ferrazzano Kirschbaum & Nagelberg LLP
    Moderated by: Laura Schield, Chief Operating Officer, Bank Director & FinXTech
    What do you need to know – step by step – as you move through the partnership process? This session focuses on the outline both banks and fintechs need to follow as you walk through this roadmap together.

    1:20 PM – 2:00 PM
    FinXTech Connect Executive Briefings
    The third FinXTech Connect Executive Briefings session provides participants an additional opportunity to hear from 4 technology companies in FinXTech Connect that banks should be aware of as they consider new strategies. Each presenter addresses the problem their company’s technology solves, the bank’s benefit and the steps to move forward. Each presenting company also has a space in the FinXTech Demo Hall and participants are encouraged to visit their booth to find out more information about the company’s product or service.

    OakNorth Credit Intelligence: A Risk-based Approach To Managing Your Commercial Portfolio
    Collier Wright, Account Executive, OakNorth

    Four Key Drivers of Connected Banking: Customer Experience, Innovation, Efficiency & Risk Management
    Greg Sullins, Center of Excellence, Leader, Newgen Software

    Streamline & Scale Your Digital Small Business Lending
    Steve Allocca, Managing Director, Funding Circle

    Integrate and Reach Customers with Developer-Friendly Tools
    Peter Glyman, Managing Director, Corporate Strategy, Jack Henry & Associates, Inc.

    2:00 PM – 2:35 PM
    Refreshment Break + Interactive Demonstrations
    Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

    2:35 PM – 3:10 PM
    Championing an Integration Mindset
    Brett Dooies, Associate Director, Product Management, nCino
    Siya Vansia, Chief Brand & Innovation Officer, ConnectOne Bank
    Mary Wisniewski, Editor-at-Large & Director of Content, Cornerstone Advisors, Inc.
    Moderated by: Naomi Snyder, Editor-in-Chief, Bank Director
    This session discusses successful fintech partnerships – and how banks and fintechs can deal with the issues of talent and integration.

    3:10 PM – 3:45 PM
    The Issues Facing Our Industry
    Susan Sabo, Managing Principal, CliftonLarsonAllen LLP
    Robert Sydow, Principal, Cybersecurity, CliftonLarsonAllen LLP
    Banks are in the risk business, and 2023 is shaping up to be a risk-on environment that will keep management teams busy. Historically, growth has been a necessity for banks. As long as banks can generate growth that outpaces the costs of that growth, they can generate increased earnings. But growth won’t be in the cards for all — and maybe that’s a blessing in disguise. So where are the opportunities? During this session, we dive into all of the possibilities available to banks today.

    4:00 PM – 4:30 PM
    Breakout Sessions (select one)
    This first set of breakout sessions allows participants to come together around shared areas of interest. Led by an industry advisor, these discussion groups run concurrently, so attendees may select one to attend.

    Breakout 1: Rethinking ROI Amid Increased Competition for Deposits
    David Carlson, Head of Sales, MANTL
    Institutions must reevaluate tech ROI in light of the current macroeconomic climate and increased competition for deposits. The cost of poor-performing technology has never been greater, and institutions cannot use the same playbook for benchmarking success. In this session, we break down how you should calculate ROI to factor in the cost-saving opportunities and revenue growth opportunities amid the growing need for deposits.

    Breakout 2: Navigating a Volatile Rate Environment: Helping Commercial Customers and Institutions
    Chris Funck, Managing Director, Chatham Financial
    Ben Lewis, Managing Director, Chatham Financial
    The events of March 2023 brought to light risks on bank balance sheets. As a result, banks have realized that low-probability scenarios (like +/- 400 bps shocks) are no longer theoretical and are looking at how they can manage those outlier scenarios with hedging strategies. In addition, there is growing concern about commercial real estate borrowers and the impacts of continued Fed tightening, deposit outflow, and weakening credit appetite. So how can a bank get ahead of the risk for its balance sheet and with borrowers? We explore the tools that exist today to help both constituents navigate this uncertainty.

    Breakout 3: Reimagining Your Customer Relationships
    Soren Bested, Chief Operating Officer, Agent IQ
    Michelle Hamilton, Chief Marketing Officer, Park National Bank
    Do your customers want a better product offering? A better experience? Or just an AI to just handle what they need without talking to anybody? Or maybe all the above? Combating the noise, this session explores what you think your customers really want and dives into what truly makes them loyal, and profitable, customers.

    Breakout 4: The Key to Small Business Customers’ Loyalty? Give Them What They Value
    Missy Rose, Senior Product Manager, Apiture
    Treat them like consumers, and you risk losing their banking business. The trick to keeping this valuable segment in your fold is to give them what they are asking for — more sophisticated commercial banking capabilities. Delivering value-added enhancements will not only increase satisfaction for existing clients, it will also pay dividends in the long run by helping attract new small business customers.

    Breakout 5: Experience-Driven Automation for Time, Retention and Growth
    Brett Dooies, Associate Director, Product Management, nCino
    Alison Maquet, Director, Product Management, nCino
    Micro environmental conditions and consumer habits continue to drive customer and workforce requirements for personalized digital experiences. In many cases, the experience has become the product. For financial institutions (FIs), this means maintaining relevancy by delivering products and services through experiences that are proactive, consistent and frictionless not only for their customers, but their bankers as well. The challenge they face is maintaining the human element in relationship building which has been integral to the industry’s success with the incorporation of automation to drive the industry forward. With customers’ value for human empathy increasing as much as their digital expectations, how can FIs prioritize the customer relationship while also supporting the digital channels customers expect in a digital-first world? In this deep dive session, we look at an approach for automating routine processes for scale and efficiency to augment bankers’ ways of working to drive time, retention, and growth.

    4:40 PM – 5:10 PM
    Breakout Sessions (select one)
    This second set of breakout sessions allows participants to come together around shared areas of interest. Led by an industry advisor, these discussion groups run concurrently, so attendees may select one to attend. Additional sessions to be announced.

    Breakout 1: Rethinking Credit Cards for Consumer and Business Banking
    Rasha Katabi, Founder & CEO, Brim Financial Inc.
    Sean Willet, EVP, Chief Administrative Officer, Five Star Bank
    The need to modernize your credit card platform is critical to drive greater wallet share in consumer banking and compete with fintechs such as Brex and Ramp in business banking. To own the credit card portfolio is a significant revenue opportunity for financial institutions that utilize Agent Banking schemes. As macro environments impact the fintech ecosystem, financial institutions have an opportunity to leap frog the competition. Learn more about what that journey could look like for you.

    Breakout 2: Cannabis Banking, Unlocked
    Tony Repanich, President & CEO, Shield Compliance, LLC
    Cannabis banking has emerged as an opportunity for bankers to serve their communities while achieving new growth and financial rewards. This session helps bankers serving, or considering serving the emerging cannabis industry, understand how to leverage technology to achieve desired compliance outcomes and manage risks, while unlocking the benefits of low-cost deposits, enhanced fee income and better loan yields.

    Breakout 3: Digital Transformation – Panacea for Customer Experience, Operational Efficiency & Business Innovation
    Greg Sullins, Center of Excellence, Leader, Newgen Software
    Bryan Wilken, Chief Operating & Information Officer, Bank Midwest
    The digital transformation of a bank determines its long-term growth. However, it’s not about getting hands-on with more technologies. Instead, it’s about ditching those tried, redundant tactics and making a way where innovation can truly ride. Join this session to hear how Newgen’s customers have transformed their deposits and lending processes while leveraging NewgenONE — a low code digital transformation platform. And, how the team works with customers to understand their requirements and create a futuristic transformation roadmap. Bryan Wilken from Bank Midwest, discusses why the bank chose Newgen’s platform for their journey to create OnePlace Bank, a nationwide online-only bank from their small business specialty lending subsidiary.

    Breakout 4: How PSCU Is Driving Digital Fluency Amongst Frontline Staff
    Justin Browning, Managing Vice President, Contact Center Operations, PSCU
    John Findlay, CEO, LemonadeLXP
    Let’s face it – enabling frontline workers in the banking industry can be a challenge, especially when supporting a multitude of technologies, products and digital channels. In this session, PSCU shares insights on how it is overcoming this challenge by leveraging LemonadeLXPs digital growth platform to upskill its staff. We also share best practices for FIs that need to increase both staff and customer digital fluency and adoption.

    5:10 PM – 6:10 PM
    Refreshment Break + Interactive Demonstrations
    Sponsored by: Jack Henry & Associates, Inc.
    The networking reception allows participants to meet and mingle with executives and key leadership teams from across the banking and financial technology industries.

  • Day Two | Wednesday, May 10

    7:00 AM – 8:00 AM
    Breakfast + Interactive Demonstrations

    8:00 AM – 8:10 AM
    Day Two Welcome: Tech Buzzwords
    Emily McCormick, Vice President of Editorial & Research, Bank Director
    As we open the second day of our event, Bank Director’s Vice President of Research shares some of the many buzzwords around bank technology and talks about the implications and opportunities of Web3, DeFi, blockchain, cryptocurrency, workflow automation and AI. How do we make sense out of these trends – what is real, and what is not?

    8:10 AM – 8:45 AM
    De-Risking Tech Partnerships
    Mark Chorazak, Partner, Shearman & Sterling LLP
    Meredith Piotti, Principal, Wolf & Company, P.C.
    Moderated by: Emily McCormick, Vice President of Editorial & Research, Bank Director
    While there are many opportunities for growth and efficiency, there too are risks. Cyber is a given, but so are things like tackling vendor risk management, limiting the bank’s financial exposure should things go bad, ensuring you are not opening the bank up to BSA/AML issues and meeting regulatory requirements along the way.

    8:45 AM – 9:35 AM
    FinXTech Connect Executive Briefings
    The final FinXTech Connect Executive Briefings session provides participants an additional opportunity to hear from 5 technology companies banks should be aware of as they consider new strategies. Each presenter addresses the problem their company’s technology solves, the bank’s benefit and the steps to move forward. Each presenting company also has a space in the FinXTech Demo Hall and participants are encouraged to visit their booth to find out more information about the company’s product or service.

    Commercial Deposit Growth Starts Now with ZSuite Tech
    Jill Feiler, Chief Client Officer, ZSuite Technologies, Inc.

    How to Improve Your Cybersecurity Posture by Partnering with DenSecure by Wolf & Co
    Alex Martirosyan, Senior Penetration Tester, Wolf & Company, P.C.

    Drive Profitability and Growth of Consumer and Commercial Banking in One Platform with Accrue
    Tyler Brantley, VP of Revenue Operations and Business Development, Core10

    Tackling Expanding Regulations: How To Eliminate Compliance Data Scrubbing With Encapture
    Tyler Barron, Chief Revenue Officer, Encapture

    Delivering a People-Centered Experience with Crowe CX for Commercial Lending
    Mike Budinger, Commercial Lending Transformation Leader and Financial Services Principal, Crowe LLP

    9:15 AM – 9:25 AM
    Briefing Topic To Be Announced
    Speaker To Be Announced, Encapture

    9:35 AM – 10:05 AM
    Refreshment Break + Interactive Demonstrations
    Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event.

    10:05 AM – 10:40 AM
    Strategic Considerations for Bank/Fintech Partnerships and Investments
    Joseph Berry, Co-Head of Investment Banking, Co-Head of Fintech and Head of Depositories Investment Banking, Keefe, Bruyette & Woods, A Stifel Company
    Keith Meyers, Managing Director, Head of FinTech & Financial Services Investment Banking, Keefe, Bruyette & Woods, A Stifel Company
    Volatility in the banking market over the last few months has reverberated around the world. The way the industry and regulators look at liquidity, capital, deposit and asset concentration and deposit insurance cost is going to fundamentally change. The new paradigm likely includes greater required capital, higher deposit insurance assessments, greater required liquidity and lower concentration limits on deposits, funding and assets. This leads one to conclude the profitability of the industry will be lowered in tandem with these new requirements. Additionally, as neobanks and other non-bank financial providers continue to encroach upon the banking sector, banks need to deliver financial services in the manner their customers want – digitally, efficiently and cost-effectively. Now, more than ever, using technology to reduce operating costs and to provide a better experience to customers is paramount. Join this session as we discuss trends in bank partnerships and the evolution of the banking sector.

    10:40 AM – 11:20 AM
    Reinventing Banking
    Gil Brodnitz
    , Managing Partner, Groundswell Strategies, LLC
    Wade Huckabay
    , President, All America Bank
    Ken LaRoe
    , Founder & CEO, Climate First Bank
    Moderated by: Michelle King, President, Bank Director & FinXTech
    How should banks approach their growth strategy based on our current environment? What new opportunities come with the current challenges? During this session we hear from three industry leaders with different approaches banks should consider when looking at their institution’s growth.

    11:20 AM – 11:25 AM
    Closing Remarks
    Michelle King
    , President, Bank Director & FinXTech




Exchanges

  • Fintech Leader Peer Exchange | May 8

    12:30 PM – 1:30 PM

    Peer Exchange Lunch + Registration

    1:30 PM – 1:35 PM
    Welcome
    Laura Schield
    , Chief Operating Officer, Bank Director & FinXTech

    1:35 PM – 3:00 PM
    Peer Exchange Session I
    Fintech leaders have the opportunity to learn from each other during these closed-door, off-the-record peer exchange discussions. During the first session, fintech executives talk about the opportunities of working with bankers.

    Questions for discussion include the following: 

    • How many US banks does your fintech work with at this time? If none, when do you plan to have your first engagement? 
    • What is your value proposition for the bank?
    • What is your plan for scale?
    • What is your financial situation?
    • How will your fintech integrate operationally at a bank?

    3:00 PM – 3:15 PM
    Refreshment Break

    3:15 PM – 4:45 PM
    Peer Exchange Session II
    Fintech leaders have the opportunity to learn from each other during these closed-door, off-the-record peer exchange discussions. During the second session, fintech executives talk about the challenges of working with bankers.

    Questions for discussion include the following: 

    • What has been the biggest challenge you have faced when working with a bank?
    • Do you find that the decision-making process takes too long?
    • Where have you found success when dealing with objections to doing business together?
    • How have you priced your product/service so that it is easier for a bank to “dip their toe in” first before jumping all in?
    • How do you integrate with the bank’s core?  Has this been an issue for your company?

     

    4:45 PM – 5:45 PM
    Welcoming Reception + Registration
    For more information and to register for Experience FinXTech, please email events@finxtech.com or call our events department at 877-397-7595.

     

  • Bank Leader Peer Exchange | May 8

    12:30 PM – 1:30 PM
    Peer Exchange Lunch + Registration

    1:30 PM – 1:35 PM
    Welcome
    Laura Schield
    , Chief Operating Officer, Bank Director & FinXTech

    1:35 PM – 3:00 PM
    Peer Exchange Session I
    Bank leaders have the opportunity to learn from each other during these closed-door, off-the-record peer exchange discussions. During the first session, bankers talk about the opportunities of working with fintechs.

    Questions for discussion include the following:

    • What advice would you give to a fintech company that wanted to work with your bank?
    • Where are you finding fintechs?
    • What technologies do you find most interesting to consider at your bank?
    • Is your bank investing in any new technology right now or planning to in future quarters?
    • In what area of fintech do you believe your bank will receive the highest ROI if you were to partner?

    3:00 PM – 3:15 PM
    Refreshment Break

    3:15 PM – 4:45 PM
    Peer Exchange Session II
    Bank leaders have the opportunity to learn from each other during these closed-door, off-the-record peer exchange discussions. During the second session, bankers talk about the challenges of working with fintechs.

     Questions for discussion include the following: 

    • What risks have you faced when working with fintechs? 
    • Have you had negative experiences when working with fintechs?  If so, what happened and how did you move forward? 
    • What does your due diligence process entail?
    • What compliance issues does your bank face as you consider new fintech relationships?
    • Who is involved in the decision-making process when considering a new partner/vendor – and how long does the decision process take?  Has this been challenging?

    4:45 PM – 5:45 PM
    Welcoming Reception + Registration

    For more information and to register for Experience FinXTech, please email events@finxtech.com or call our events department at 877-397-7595.




Venue

JW Marriott Tampa Water Street has exceptional amenities ready and waiting. Modern luxury is combined with the sophisticated energy of Tampa’s Water Street neighborhood. Relax and bask in the Florida sun from the sixth floor resort-style pools with private cabanas as you take in scenic water views. Catch an awe-inspiring sunset from the outdoor terrace or savor locally inspired dishes from 6 dining outlets offering indoor and outdoor seating. After a day of exploration, unwind in luxurious guest rooms and suites with stunning cityscape and water views, modern décor and elegant touches.

Discounted Hotel Rate
There is a discounted hotel room rate available for conference attendees at the JW Marriott Tampa Water Street until April 14, 2023 or until all rooms are reserved. To reserve a room, click HERE or contact the hotel directly at (813) 221-4950 and mention “Bank Director” to receive the discounted rate of $299/night. Rooms are limited, so book early!




Sponsors




FAQ

  • Who should participate in Experience FinXTech?

    Bank participants include Chief Executive Officers, Chairs of the Board, Presidents, CMOs, CIOs, CTOs, CFOs, COOs, heads of strategy, lending and retail, and those executives charged with growing the bank through new product innovations and technology. Fintech participants include founders, CEOs, and heads of partnership, strategy and growth.

  • Why should I participate in Experience FinXTech?

    Experience FinXTech connects a hugely influential audience of U.S. bank leaders with technology partners at the forefront of innovation. This event uncovers the partnerships, collaborations and strategic investments that lead to top-line growth and bottom-line profits.

  • How much does this event cost and what does the fee cover?

    The standard individual in-person registration rate for bankers and fintechs is $1,795. This fee includes all conference activities, materials, meals and beverages at the event site. This price does not include travel or hotel accommodations.

    The vendor rate of $2,500 applies to attendees who are not officers or directors of an FDIC-insured financial institution or financial technology company, such as board advisors/observers, investment bankers, attorneys, accounting firms, and other vendors and service providers. Bank Director reserves the right to verify your company profile and adjust your registration rate if necessary.

  • Who should participate in the pre-conference events?

    Bank participants should include Chief Executive Officers, Chairs of the Board, Presidents, CMOs, CIOs, CTOs, COOs, heads of strategy, and those executives charged with growing the bank through new product innovations and technology. Fintech participants include founders, CEOs, and heads of partnership, strategy and growth.

  • How much are the pre-conference events?

    The Creating a Personalized Bank Workshop is $895. The Bank Leader Peer Exchange or Fintech Leader Peer Exchange is $895. Attendees interested in attending both the peer exchange and the workshop will receive a bundled rate of $1,590 to attend both pre-conference events.

  • Where can I register for Experience FinXTech?

    You may register online or call our events department at 877-397-7595.

  • How can I pay?

    Payments are accepted by check, Visa, MasterCard, Discover or American Express. Please make checks payable to DirectorCorps, Inc., and include the attendee’s name(s) and/or a copy of the registration form, and mail to:

    Conferences
    Bank Director
    201 Summit View Drive, Suite 250
    Brentwood, TN 37027

  • Where can I find more hotel information?

    There is a discounted hotel room rate available for conference attendees at the JW Marriott Tampa Water Street until April 14, 2023 or until all rooms are reserved. To reserve a room, click HERE or contact the hotel directly at (813) 221-4950 and mention “Bank Director” to receive the discounted rate of $299/night. Rooms are limited, so book early!

  • What if I need to cancel my in-person registration at the conference?

    Due to commitments and expenses, all cancellations after March 24, 2023 will be subject to a $225 processing fee. We regret that no refunds will be given after April 14, 2023; however, substitute participants are welcomed. DirectorCorps, Inc. assumes no liability for any nonrefundable travel, hotel or related expenses incurred by registrants.

    For more information regarding refunds, to register, concerns and/or program cancellation policies, please email events@finxtech.com or call our events department at 877-397-7595.

  • May guests attend the event?

    The guest rate of $150 covers breakfast on Tuesday and Wednesday, as well as all evening receptions. Guests are not allowed to attend sessions. If a guest would like to attend the sessions, please register them as an attendee. A guest is a spouse, significant other or friend who is not in a financial services occupation. A co-worker (even a spouse co-worker) or an associate within the financial services industry is not considered a guest and should register as an attendee.

  • What is the recommended attire for this conference?

    Business casual is recommended for all Bank Director events unless otherwise noted.

    For more information and to register for Experience FinXTech, please email events@finxtech.com or call our events department at 877-397-7595.






« Event Details
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Details

Start:
May 9 @ 12:00 am
End:
May 10 @ 11:30 pm
Cost:
$1795
Event Category:

Venue

JW Marriott Tampa Water Street
FL

Organizer

Bank Director
Phone:
555-555-5555
Email:
test@tester.com
Website:
Suite 102