Knowing how to foster the strategic connection between bank and fintech into a powerful and lucrative partnership is the primary focus for Bank Director’s Experience FinXTech, the industry’s leading financial technology event. During this conference, industry leaders from across the country come together to explore the best-of-the-best financial technologies and learn how to create a mutually beneficial partnership.

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.

• Engage In Interactive Technology Sessions
• Attend Strategy Focused Presentations
• Participate In Peer Exchange Discussions
• Immerse In Networking Opportunities
• Experience Live Demonstrations

Pre-Conference Opportunity | Monday, May 13

Fintech Simulation Workshop + Peer Exchange
This hands-on fintech simulation workshop provides a multifaceted approach to developing and integrating a technology partnership from start to finish. Each workshop session offers valuable insights through real-world case studies and includes the how-to’s around decision-making, integration, market analysis and more. Sessions 2 and 3 also include a peer exchange, which allows participants the chance to break into small groups to discuss topics related to the sessions. This workshop is exclusive to 45 FI attendees only – up to two FI leaders per institution, and no capital markets titles. This session is not for investment bank leaders of any kind.

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

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 financial institutions only):
FinXTech Connect User/Member Individual Rate: $995 (Limit one per FI member institution. Contact bankservices@bankdirector.com to register.)
Standard Individual Rate: $1,995
Standard Group Rate: $1,695 (For groups of 3 or more from the same company)
Fintech Simulation Workshop + Peer Exchange: $995

Vendor Rate: $3,450
This fee applies to attendees who are not officers or directors of an FDIC-insured financial institution, such as board advisors/observers, financial technology executives, 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.

Guest Rate: $250
The guest rate of $250 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 25, 2024 or until all rooms are reserved. To reserve a room click here or contact the hotel directly at 813-221-4900 and mention “Bank Director” to receive the discounted rate of $309/night for a standard room. Rooms are limited, so please book early!

About the Hotel
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.

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 22, 2024 will be subject to a $300 processing fee. We regret that no refunds will be given after April 12, 2024; 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.

• Fintech Simulation Workshop + Peer Exchange

  Sponsored by: RSM US LLP
  This hands-on fintech simulation workshop provides a multifaceted approach to developing and integrating a technology partnership from start to finish. Each workshop session offers valuable insights through real-world case studies and includes the how-to’s around decision-making, integration, market analysis and more. Sessions 2 and 3 also include a peer exchange, which allows participants the chance to break into small groups to discuss topics related to the sessions. This workshop is exclusive to 45 FI attendees only – up to two FI leaders per institution, and no capital markets titles. This session is not for investment bank leaders of any kind.

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

  1:30 PM – 1:35 PM
  Welcome
  Lexie Grindstaff, Vice President of Business Development, Bank Director & FinXTech

  1:35 PM – 2:15 PM
  Workshop Session 1: Due Diligence + Strategic Alignment
  Elia Blankenship, Director, Management Consulting, Financial Institutions Advisory, RSM US LLP
  Aaron Donaldson, Principal, Technology & Management Consulting, RSM US LLP
  Additional Speakers to be Announced
  Due diligence is an essential part of the partnership process. Only through this step can a financial institution assess the risks, liabilities and potential pitfalls of working with a partner. Addressing potential red flags and designing a strategic plan is the necessary next step in the exploratory process. During this session, we provide real-world examples to help attendees prepare for roadblocks and perform effective inquiries.

  Takeaways:
  • Learn to accurately assess partnership risks, liabilities and pitfalls.
  • Uncover partnership red flags and successfully design a strategic plan to avoid future roadblocks.
  • Perform an effective inquiry.

  2:15 PM – 2:55 PM
  Workshop Session 2: Selecting the Right Technology
  Elia Blankenship, Director, Management Consulting, Financial Institutions Advisory, RSM US LLP
  Aaron Donaldson, Principal, Technology & Management Consulting, RSM US LLP
  Additional Speakers to be Announced
  As financial institutions consider investing in technology, it is important to look strategically at the areas where the technology can best serve the institutions’ goals. How do you take the first step? This session explores how to find the right technology for your organization.

  Takeaways:
  • Learn how to identify areas where technology can best serve your institution.
  • Discover what factors should be weighed and discussed before investing in technology.
  • Receive best practices and a step-by-step process for finding the right technology.

  2:55 PM – 3:40 PM
  Workshop Session 2 Peer Exchange
  At this time, participants break into groups to discuss topics related to the morning sessions. Questions for discussion include the following:

  • What does your due diligence process entail?
    • How has your institution enhanced its due diligence process over the past 12 to 18 months?
    • What part of the due diligence process do you think needs more time and attention?
  • What strategic opportunities is your institution currently considering that could be enabled by technology?
    • What technologies do you find most interesting to consider at your FI?
    • Is your FI buying or partnering to get any new technology right now?
    • Are you invested in any venture funds that focus on fintechs? What does your institution want to get out of fintech partnerships? How does your FI determine strategy objectives and priorities?
  • Are you building capabilities in-house or using third parties? How do you make this decision?
  • What fintech qualities are important to you in terms of working with such a company?
    • What is your institution’s due diligence process? Who is involved, what does the institution request, and what are you looking for?
    • How long is your institution’s approval process?
    • Do you consider the fintech’s ability to scale or its financial situation?
    • Are there any other important considerations?

  3:40 PM – 3:50 PM
  Break
  

  3:50 PM – 4:30 PM
  Workshop Session 3: Team Integration, Alignment + Adoption
  Elia Blankenship, Director, Management Consulting, Financial Institutions Advisory, RSM US LLP
  Aaron Donaldson, Principal, Technology & Management Consulting, RSM US LLP
  Additional Speakers to be Announced
  After due diligence and planning are completed, FIs must look into the corporate culture of the prospective fintech to ensure it aligns with their own. In this final workshop session, attendees explore the importance of being culturally aligned and how it affects the success of the partnership.
  

  Takeaways:
  • Learn to map out and examine if a prospective fintech’s culture aligns with your institution’s culture.
  • Receive in-depth knowledge on the importance of being culturally aligned.
  • Acquire additional tools needed to ensure team integration is a smooth process.

  4:30 PM – 5:00 PM
  Workshop Session 3 Peer Exchange
  Participants break back into their peer exchange groups to discuss Session Three’s key takeaways. Questions for discussion include the following:

  • What integration concerns should the fintech address?
    • What technology constraints does your institution have regarding fintech partnerships, and how has the institution addressed them?
  • What compliance issues does your institution face as you consider new fintech relationships?
    • Do you believe that regulators are applying more scrutiny on some areas of technology adoption/implementation by FIs? Are you getting questions from regulators?
    • What sort of documentation is your institution creating and/or maintaining regarding these partnerships? What have regulators asked to see?
  • How are you leveraging talent and expertise — inside and outside the institution — to drive the effective adoption and implementation of the right solutions within your organization?

  5:00 PM – 6:15 PM
  Welcoming Reception + Registration
  Our welcoming reception provides participants the chance to meet and mingle with their contemporaries from across the country.

• Pre-Conference Events | Monday, May 13

  1:00 PM – 5:00 PM
  Fintech Simulation Workshop + Peer Exchange
  Sponsored by: RSM US LLP 
  This hands-on fintech simulation workshop provides a multifaceted approach to developing and integrating a technology partnership from start to finish. Each workshop session offers valuable insights through real-world case studies and includes the how-to’s around decision-making, integration, market analysis and more. Sessions 2 and 3 also include a peer exchange, which allows participants the chance to break into small groups to discuss topics related to the sessions. This workshop is exclusive to 45 FI attendees only – up to two FI leaders per institution, and no capital markets titles. This session is not for investment bank leaders of any kind.

  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 14

  7:00 AM – 8:00 AM
  Breakfast + Registration | Exhibit Hall Open
  

  8:00 AM – 8:10 AM
  Day One Welcome
  Michelle King, President, Bank Director & FinXTech
  Financial industry leaders continue to evaluate their strategic priorities as consumers and business owners increasingly seek digital channels for their financial services – but still desire a personal relationship with their banker. As we start the day, we take the pulse of the audience’s thoughts to see if they align with the recent survey results from Bank Director’s annual Technology Survey.

  8:10 AM – 8:40 AM
  The State of the Industry
  Aaron Donaldson, Principal, Technology & Management Consulting, RSM US LLP
  Everyone has the same challenge today: standing out in an incredibly transactional, digital space. Regardless of what you create, share or produce, time is not on your side. Indeed, our attention jumps from idea to opportunity, risk to obstacle in as much time as it takes to generate a tweet or watch a video clip. So how can a company stay ahead of current trends to build a sustainable brand for the future? We open the conference with an overview of where the industry is today – both at home and aboard – and what that means for our audience.

  8:40 AM – 8:45 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 with a curated directory of technology companies strategically partnering with financial institutions of all sizes. Each company on FinXTech Connect is carefully vetted by Bank Director, has a history of financial performance and has a proven roster of FI clients. FinXTech Connect is a tool to help your institution start on its journey to finding the right partner.

  8:45 AM – 9:35 AM
  FinXTech Connect Tech Talks
  Throughout the event, we host FinXTech Connect Tech Talk sessions, showcasing five technology companies financial institutions should be aware of as they consider new strategies. Each presentation focuses on an FI they work with – sharing the problem, the benefit and the steps they took to solve it. The foundation of these talks is how the technology company provided a return on investment for the FI.

  Tech Talk 1:  Virtual Agent as Front-line Contact Center Generalist Reduces Hold Times & Improves Staffing at United Bank
  Ben Nichols, Head of Product, Directlink
  About Directlink
  Directlink is an all-in-one conversational banking platform designed for community banks and credit unions. Seamlessly transition from AI Virtual Agents to human support, meeting real-time customer and member needs. Enjoy secure, compliant, hyper-personalized interactions while effortlessly integrating into your fintech ecosystem for a superior customer experience.

  Tech Talk 2:  Torpago Enables Financial Institutions to Launch Industry-leading Commercial Credit Card and Spend Management Programs
  Brent Jackson, CEO, Torpago, Inc.
  About Torpago
  Torpago is the modern alternative to the traditional corporate credit card. Through innovative spend management software, robust card issuing capabilities and a modular approach, Torpago empowers financial institutions to offer white labeled, industry-leading payment solutions to their customers.

  Tech Talk 3:  Humanizing the Digital Channel By Delivering Personalized Experiences That Create Loyalty & Drive Profitability
  Paul Provenzano, VP Market Development, ebankIT
  About ebankIT
  ebankIT is a fintech company that enables banks and credit unions to deliver the same humanized, personalized and accessible digital experience on mobile, and web, as well as whatever future channels may come next. Enhanced with flexible and full omnichannel capabilities, ebankIT Digital Banking Platform offers a fast and seamless digital banking transformation.

  Tech Talk 4:  Innovative Data Tool Drives User Engagement at Listerhill Credit Union
  Matt LaBenz, VP, Sales, Apiture
  About Apiture
  Apiture delivers award-winning digital banking solutions to banks and credit unions throughout the U.S. Their flexible, highly configurable solutions meet a wide range of financial institutions’ needs, from leveling the playing field with larger institutions to supporting growth through innovative data intelligence and embedded banking strategies. With the API-first approach, their clients can maximize the capabilities of their platform while preserving a seamless user experience.

  Tech Talk 5:  SBA Loan Growth With Predictive Expected Loss (EL) & POS Embedded Finance
  Loughlin Cleary, President & National Sales Director, Lenders Cooperative
  About Lenders Cooperative
  Lenders Cooperative is a client-owned organization that helps financial institutions improve their lending solutions by providing a powerful loan origination system coupled with professional services – underwriting, SBA LSP, bank operations, marketing and call center support – empowering financial institutions to streamline internal processes and focus on serving their customers and communities.

  9:35 AM – 10:20 AM
  Refreshment Break in Exhibit Hall | Exhibit Hall Open
  Sponsored by: Wysh Life and Health Insurance Company
  Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event. One-on-one meetings can be scheduled at this time to engage in more hands-on demonstrations.

  10:20 AM – 10:50 AM
  What Are You Hearing?
  David Foss, Chair of the Board & CEO, Jack Henry
  Michelle King, President, Bank Director & FinXTech
  During this session we explore:

  • How to get greater depth of wallet,
  • How to expand your total “addressable” market; and
  • How to develop new ways to go to market.

  Before we explore such strategies related to artificial intelligence and ChatGPT, we provide a perspective on how different financial institutions have placed their bets on new lines of business.

  10:50 AM – 11:40 AM
  FinXTech Connect Tech Talks
  The second FinXTech Connect Tech Talk session showcases five technology companies financial institutions should be aware of as they consider new strategies. Each presentation focuses on an FI they work with – sharing the problem, the benefit and the steps they took to solve it. The foundation of these talks is how the technology company provided a return on investment for the FI.

  Tech Talk 1: How To Create a Digital Relationship Banking Experience
  Matt Phipps, Chief Marketing Officer, Agent IQ
  About Agent IQ
  Agent IQ offers a digital platform, supercharged with AI, that improves communication and engagement between financial institutions and their customers, leading to happier, more loyal and more profitable customers. Agent IQ helps create relationships in the digital world that are just as personal as in the physical world but even more enhanced.

  Tech Talk 2:  Driving Digital Fluency, Adoption and Growth
  John Findlay, CEO, LemonadeLXP
  About LemonadeLXP
  LemonadeLXP is a digital growth platform that turns frontline staff into digital experts and supports digital banking customers. It’s the fastest and easiest way for FIs and fintechs to create the training and support tools you need to grow your digital banking business.

  Tech Talk 3: Banking Has Changed. Grow Earnings Today.
  Mac Thompson, President & Founder, White Clay
  About White Clay
  White Clay delivers curated information environments for community and regional financial institutions to increase visibility into client relationships and drive revenue growth.

  Tech Talk 4: Put Simply, Raisin Helps Level the Playing Field for Regional & Community Institutions
  Cetin Duransoy, CEO, Raisin
  About Raisin
  Raisin empowers financial institutions to raise retail deposits with wholesale efficiency. Raisin transforms the way institutions raise deposits nationally through its first-of-its-kind digital funding platform. The Raisin platform acts like a digital branch, fulfilling the full deposit value chain from marketing and account opening to customer service and account maintenance.

  Tech Talk 5: Digital Leap Forward: Banking on Innovation
  Kristin Kelly, Chief Product Officer, Derivative Path, Inc.
  About Derivative Path
  Derivative Path, led by capital markets and technology experts, provides a sophisticated cloud-based platform for institutions. It simplifies international payments and OTC Interest Rate, FX and Commodity Derivatives, enabling effective risk mitigation and financial goal achievement. Explore its comprehensive solutions and unparalleled expertise in the capital markets landscape.

  11:50 AM – 12:20 PM
  Partnership Presentations (select one)
  This first set of Partnership Presentations allows participants to come together for topic-based case study discussions focused on driving strategy, ROI and customer experience for the financial institution. Led by an industry advisor and one of their clients, these sessions run concurrently, so attendees may select one to attend.

  Partnership Presentation 1:  Cannabis Banking: Tech-Driven Compliance for Growth
  Brett Ballman, First Vice President of Business Services and Consumer Lending, Salal Credit Union
  Tony Repanich, CEO, Shield Compliance, LLC
  The legal cannabis industry is projected to generate over $70 billion in sales by 2030, offering financial institutions an opportunity to capture new low-cost deposits, earning assets and non-interest income by serving licensed cannabis businesses.  This session demonstrates how tech-driven compliance not only ensures regulatory adherence but also creates a path forward for sustainable growth in this rapidly changing industry.

  Partnership Presentation 2:  The Path to Digital Maturity:  Fast, Frictionless & Fully-Automated 
  Wesley Zauner, Vice President of Product, MeridianLink
  Today’s banks understand the importance of optimizing their digital capabilities.  From streamlined digital applications, to fast, automated AI-powered loan decisions, today’s consumers expect seamless experiences every step of the way.  But with so many competing priorities, how do you move forward in the path to digital maturity?  Learn how a community bank partnered with MeridianLink to transform their outdated systems and disjointed user experience to a modern ecosystem, leading to automated experiences, increased revenue and decreased costs.

  Partnership Presentation 3: What To Look For In A Trusted Relationship
  Steve Hill, SVP & CIO, RCB Bank
  Lee Long, Chief Experience Officer, HC3
  Second only to your employees, your vendors are the most crucial relationships to your organization’s success. Drawing on years of lessons learned, this session discusses what it takes to identify, nurture and maintain trusted relationships with vendors.

  Partnership Presentation 4: Relationship Banking Beyond the Branch
  Robin McDougald, Chief Retail & Product Officer, Texas First Bank
  Matt Phipps, Chief Marketing Officer, Agent IQ
  As banking products and services continue to get disrupted and more commoditized, your relationships with your customers become more and more crucial in maintaining a competitive difference. This session explores how you can extend those relationships beyond your physical footprint and create a digital customer experience that not only meets your customer expectations but also makes your institution more efficient.

  12:20 PM – 1:20 PM
  Networking Lunch in Exhibit Hall | Exhibit Hall Open
  Sponsored by: Atmos Financial, PCB
  Have lunch with key business leaders while also exploring the latest technologies changing the financial industry. One-on-one meetings can be scheduled at this time.

  1:20 PM – 1:50 PM
  The Risk of Not Doing Something
  Kevin Bannerton, EVP, Chief Product Officer, R&T Deposit Solutions
  Tim Dively, National Digital Growth Director, CliftonLarsonAllen LLP
  Chris Griffin, Co-founder and Co-president, Narmi Inc.
  Moderated by: Michelle King, Bank Director & FinXTech
  As your financial institution focuses on the future, decisions need to be made on where to invest time and money. But with the many options you could choose, what is best for your organization? Hear from leaders in the space on where you might want to invest and why.

  1:50 PM – 2:40 PM
  FinXTech Connect Tech Talks
  The third FinXTech Connect Tech Talks session provides participants an additional opportunity to hear from 5 technology companies in FinXTech Connect that financial institutions should be aware of as they consider new strategies. Each presenter addresses the problem their company’s technology solves, the benefits and the steps to move forward. The foundation of these talks is how the technology company provided a return on investment for the FI.

  Tech Talk 1: Connectivity is King: Bridging the Legacy Technology Gap
  Michael Ball, SVP, Markets & Strategy, Kinective
  About Kinective
  Kinective is the force multiplier banks and credit unions need to scale transformation efforts faster through one connection between fintechs and banking cores. By delivering access to innovation, Kinective helps financial institutions unlock new services, modernize operations and enhance their competitive edge.

  Tech Talk 2: Turnkey Lending for Solar — How Fintech Partnerships Can Expand Your Loan Portfolio Without Increasing Staffing
  Ravi Mikkelsen, CEO & Co-founder, Atmos Financial, PCB
  About Atmos Financial
  Atmos Financial built the first turnkey solution for banks to profitably lend for rooftop solar and electrification. Banks can offer competitive loans without sacrificing on price or taking on undue risk. There’s no need to learn new industries or build new distribution channels and these can be managed within 30 minutes or less each month.

  Tech Talk 3: Empowering FIs With Real-World Insights and Industry Experience to Determine the Best Fintech and Technology Partners
  Elia Blankenship, Director, Management Consulting, Financial Institutions Advisory, RSM US LLP
  About RSM US LLP
  RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. They are focused on developing leading professionals and services to meet their client’s evolving needs in today’s ever-changing business environment.

  Tech Talk 4: How To Put Your Customers First and Stop Account Opening and Takeover Fraud
  Mark Dreux, Global Financial Services Leader, ID DataWeb
  About ID DataWeb
  ID Dataweb provides digital trust between a bank and its customers. Stop account opening and takeover fraud with secure frictionless identity proofing and risk assessment across all channels – web, mobile app and contact center.

  Tech Talk 5: Fast-Forward Innovation and Feature Delivery With Embedded Fintech
  Joshua Jordan, Director of Digital Engagement, Jack Henry
  About Jack Henry & Associates, Inc.
  Jack Henry™ is a well-rounded financial technology company that strengthens the connections between people and their financial institutions through technology and services that reduce the barriers to financial health – with the purpose of empowering people and communities to gain the financial freedom to move forward.

  2:50 PM – 3:20 PM
  Partnership Presentations (select one)
  This second set of Partnership Presentations allows participants to come together for topic-based case study discussions focused on driving strategy, ROI and customer experience for the institution. Led by an industry advisor and one of their clients, these sessions run concurrently, so attendees may select one to attend. Additional Partnership Presentations to be announced.

  Partnership Presentation 1:  Mastering Niche Banking Through Advanced Data Technology
  Mike Kennedy, Co-founder and Chief Strategy Officer, Green Check Verified
  Jeffery Trammell, Chief Operations Officer, Merchants & Marine Bank
  Niche banking can be both the differentiator and lifeblood of many community financial institutions, and with the right tools in place, banks and credit unions can go far beyond knowing their customer to truly understanding their customer.  The result:  maximized value for both the clients and the institution.  In this session, we invite one of our clients to share their best-in-class, data-driven approach to banking one of the fastest growing niche industries — legalized cannabis— and provide insights into how this approach can work for other industries.

  Partnership Presentation 2:  Commercial Banking Reimagined: A New Chapter in Financial Services
  Matt Blangiardi, Head of FX Payments Sales, Derivative Path, Inc.
  Ron Zimmerman, SVP, Director of Deposit Operations and Automation, FirstBankDiscover how embracing digital innovation allows community banks to enhance the traditional services offered to their commercial clients.  This session reveals the integration of advanced FX payment solutions, maintaining the personal touch crucial to regional banking.  Learn the key to merging tradition with innovation, ensuring the vitality and growth of community banking in the digital era.

  Partnership Presentation 3: Leveraging Technology to Acquire, Retain and Grow: The Bayfirst Blueprint
  Chris Griffin, Co-founder and Co-president, Narmi Inc.
  Michael Yang, VP, Director of Digital Banking, Bayfirst Financial
  This session delves into BayFirst’s approach to fintech partnerships to boost customer engagement and transition SBA loan recipients to comprehensive banking clients. Michael Yang of Bayfirst Financial and Chris Griffin of Narmi, discuss how these strategic collaborations streamline the SBA lending process, extend services, enhance customer loyalty and expand BayFirst’s market presence. Key points include the role of technology in scaling BayFirst’s operations, the digital expansion strategy, team alignment towards innovation and future fintech projects aimed at reinforcing BayFirst’s digital banking leadership.

  Partnership Presentation 4:  How a Digital Brand Brought New Life and Deposits to a Historic Bank
  Steve Baker, EVP, Chief Innovation Officer, Regent Bank
  Kathleen Craig, Founder & CEO, Plinqit
  Regent Bank wanted to launch Believe Bank for many years.  Their leadership searched for a partner for their mission-based brand.  They found High Yield Savings by Plinqit and brought their vision to life without “breaking the bank.”  Join Steve Baker, Chief Innovation Officer of Regent Bank, and Kathleen Craig, CEO of Plinqit as they discuss how a digital brand allowed customers to give back.

  3:20 PM – 4:05 PM
  Refreshment Break in Exhibit Hall | Exhibit Hall Open
  Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event. One-on-one meetings can be scheduled at this time.

  4:05 PM – 4:35 PM
  How Financial Institutions Can Embrace Artificial Intelligence
  Colin Cassidy, General Manager, Banking and Fintech, Microsoft
  Mark Leher, Director, Product Management, Alkami Technology, Inc.
  Mac Thompson, President & Founder, White Clay
  Moderated by:  Kiah Haslett, Banking & Fintech Editor, Bank Director
  Artificial intelligence in the financial world is not new but it is changing. With its ability to expedite operational tasks, assist in client credit decisions, and improve the efficiency of financial crimes monitoring, AI may be a viable investment for your financial institution. This session explores your myriad options for embracing the technology.

  4:45 PM – 5:25 PM
  Unveiling Key Banking Trends and Challenges
  Nicole Lorch, President & COO, First Internet Bank
  David Ness, SVP Innovation R&D, U.S. Bank
  Maria Tedesco, President & COO, Atlantic Union Bank
  Moderated by: Naomi Snyder, Editor-in-Chief, Bank Director
  For the last session of the day, we close by hearing from leaders at financial institutions on what has worked and what has not. They share lessons learned and best practices for moving forward.

  6:00 PM – 8:30 PM
  Networking Peer + Guest Reception
  Sponsored by: CSI
  To cap off the day, we invite all participants and their guests to join us for a reception with drinks and heavy hors d’oeuvres.

• Day Two | Wednesday, May 15

  7:30 AM – 8:30 AM
  Breakfast | Exhibit Hall Open

  8:30 AM – 8:40 AM
  Day Two Welcome
  Michelle King, President, Bank Director and FinXTech
  Growth doesn’t happen by accident. Organizations must focus on increased revenue, producing desirable products and services, and expanding its customer base. We open day two of the event by focusing on key concepts that lean into growth.

  8:40 AM – 9:15 AM
  Bringing the Digital Deposit Landscape Into Focus
  Parker Graham, Founder & CEO, Finotta
  John Major, Director, Government and Institutional Funds, American Deposit Management, LLC
  Mary Grace Roske, Head of Marketing, CD Valet
  Moderated by: Naomi Snyder, Editor-in-Chief, Bank Director
  Building a digital deposit strategy is imperative in today’s financial marketplace. As consumers demand more digital offerings, financial institutions look to align consumer expectations and liquidity. This session considers the best practices to overcome obstacles and risks while staying relevant in a growing digital world.

  9:15 AM – 9:45 AM
  FinXTech Connect Tech Talks
  The final FinXTech Connect Tech Talks session provides participants an additional opportunity to hear from 5 technology companies financial institutions 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. The foundation of these talks is how the technology company provided a return on investment for the FI. Additional Tech Talks to be announced.
  
  Tech Talk 1: Secure Small Business Deposits By Maximizing Merchant Services for Your SMB Businesses Through Digital Experiences
  Christina Ziegler, Chief Product Officer, Merchant’s PACT
  About Merchant’s PACT
  Merchant’s PACT, a fintech payments firm, integrates with core and digital platforms to empower financial institutions with software, data, and payment solutions. Their solutions keep financial institutions at the center of the account holder experience, modernize SMB and commercial client payment offerings, maximize revenue and interweave merchant services into digital banking.
  
  Tech Talk 2: Hear How Hawthorn River Delivers Big Bank Lending Capabilities To Community Banks
  Jon Rigsby, VP, Product Management, CSI
  Company Description:
  As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional banks, as well as organizations worldwide, solve their customers’ needs through open and agile technologies. In addition to its nearly 60-year reputation for personalized service, CSI is shaping the future of banking by swiftly deploying advanced solutions that help its customers rival their competition.

  Tech Talk 3: Sticky Savings:  How Embedded Protection Keep Deposits From Walking Away
  Alex Matjanec, Founder & CEO, Wysh Life and Health Insurance Company
  About Wysh Life and Health Insurance Company:
  Wysh’s innovative deposit solution, Life Benefit, helps financial institutions grow, retain, and differentiate their deposit offering by seamlessly embedding life insurance onto a consumer’s accounts. Worth 1-10% of the consumer’s account balance, Life Benefit encourages consumers to grow and maintain funds; thereby enhancing brand loyalty while strengthening FI’s balance sheet.

  9:45 AM – 10:15 AM
  Refreshment Break in Exhibit Hall | Exhibit Hall Open
  Extended refreshment breaks allow attendees the opportunity to explore and interact with the technologies featured throughout the event. One-on-one meetings can be scheduled at this time.

  10:15 AM – 10:45 AM
  The Changing Payment Landscape
  Sam Maule, Head of Business Development, Moov Financial
  Chris Rigoni, Chief Process and Control Officer, Evolve Bank & Trust
  Additional Speaker To Be Announced
  Moderated by: Lexie Grindstaff, Vice President of Business Development, Bank Director
  Technology continues to transform the industry, and the payments landscape is no exception. Whether it is the increased demand for contactless and embedded options or a diminishing reliance on analog processes, payments are changing. This session covers the information you need to know to stay up-to-date and competitive amidst the changing payments landscape.

  10:45 AM – 11:15 AM
  Point/Counterpoint Debate
  Virginia Heyburn, Director of Research, Insights and Advocacy, Engage fi
  Brandon Oliver, Principal, BankTech Ventures, LP
  Riaz Syed, Founder & CEO, Infinant
  Moderated by: Kiah Haslett, Banking & Fintech Editor, Bank Director
  As the competitive playing field continues to evolve, a new crop of obstacles confronts banks of all sizes. To wrap up the conference, we introduce a Bank Director attendee favorite… the point/counterpoint debate that allows the audience to interact in real-time with a panel of experts debating today’s most challenging technology issues.
  

  11:15 AM – 11:20 AM
  Closing Remarks
  Michelle King, President, Bank Director & FinXTech

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  The opinions expressed at the conference are those of the individual speakers only and do not necessarily reflect the opinions of Bank Director, the other speakers or the entities with which the speakers are associated.

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 25, 2024 or until all rooms are reserved. To reserve a room click here or contact the hotel directly at 813-221-4900 and mention “Bank Director” to receive the discounted rate of $309/night for a standard room. Rooms are limited, so please book early!

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

• Who should participate in Experience FinXTech?

  FI 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.

• 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 FIs $1,995. 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 $3,450 applies to attendees who are not officers or directors of an FDIC-insured financial institution, such as board advisors/observers, financial technology executives, 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?

  FI 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.

• How much are the pre-conference events?
  • Fintech Simulation Workshop + Peer Exchange: $995
• 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 25, 2024 or until all rooms are reserved. To reserve a room click here or contact the hotel directly at 813-221-4900 and mention “Bank Director” to receive the discounted rate of $309/night for a standard room. Rooms are limited, so please book early!

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

  Due to commitments and expenses, all cancellations after March 22, 2024 will be subject to a $300 processing fee. We regret that no refunds will be given after April 12, 2024; however, substitute participants are welcomed. DirectorCorps, Inc. assumes no liability for any nonrefundable travel, hotel or related expenses incurred by registrants.

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

• May guests attend the event?

  The guest rate of $250 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@bankdirector.com or call our events department at 877-397-7595.