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 13
Peer Exchanges for Financial Institutions & Fintech Leaders
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 discuss candidly various opportunities and challenges facing your industry.

Fintech Simulation Workshop
Join this simulation workshop to learn how FI leaders work best with technologists. This session includes the how-to’s around decision-making, integration, market analysis and more. This workshop is exclusive to 45 attendees only, allows for 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):
Early Individual Rate: $1,695 (Expires February 9, 2024)
Standard Individual Rate: $1,995
Standard Group Rate: $1,695 (For groups of 3 or more from the same company)

Financial Institution Peer Exchange: $995
Fintech Simulation Workshop: $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 Thursday and Friday, 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 19, 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.

• Peer Exchanges for Financial Institutions

  9:30 AM – 10:00 AM
  Registration + Breakfast

  10:00 AM – 10:10 AM
  Welcome
  Laura Schield, Chief Operating Officer, Bank Director & FinXTech

  10:15 AM – 11:15 AM
  Peer Exchange Session 1
  Banks, credit unions and fintech leaders are separated into small groups to discuss topics around opportunities and challenges during these closed-door, off-the-record peer exchange discussions. During the morning sessions, we separate the participants into groups by type (bank, credit union, fintechs) and during the afternoon, we mix fintech leaders with banks and credit unions.

  FI leaders 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 institution?
  • Where are you finding fintechs?
  • What technologies do you find most interesting to consider at your FI?
  • Is your FI investing in any new technology right now or planning to in future quarters?
  • In what area of fintech do you believe your institution will receive the highest ROI if you were to partner?

  Fintech executives talk about the opportunities of working with FI leaders. Questions for discussion include the following:

  • How many US financial institutions 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 FI?
  • What is your plan for scale?
  • What is your financial situation?
  • How will your fintech integrate operationally at an institution?
  • How do you see your space evolving?

  11:15 AM – 11:30 AM
  Refreshment Break

  11:30 AM – 12:30 PM
  Concurrent Peer Exchange Sessions Continue

  FI leaders 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 FI 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?

  Fintech executives talk about the challenges of working with FI leaders. Questions for discussion include the following:

  • What has been your biggest challenge when working with an FI?
  • 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 an FI to “dip their toe in” first before jumping all in?
  • How do you integrate with the institution’s core? Has this been an issue for your company?

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

  1:30 PM – 3:00 PM
  Peer Exchange Session 2
  During these afternoon sessions, we change groups and mix fintech leaders with banks and credit unions.

  3:00 PM – 3:15 PM
  Refreshment Break

  3:15 PM – 4:45 PM
  Concurrent Peer Exchange Sessions Continue

  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.

• Fintech Simulation Workshop

  This workshop provides a multifaceted approach to developing and integrating a technology partnership. Sessions include the how to’s around decision-making, integration, market analysis and more. 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.)

  1:00 PM – 1:30 PM
  Registration + Refreshments

  1:30 PM – 2:30 PM
  Workshop Session I : Due Diligence + Strategic Alignment
  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 these red flags and designing a strategic plan is the necessary next step in the exploratory process. This session dives into how to perform an effective inquiry and how to plan for roadblocks.

  2:30 PM – 2:45 PM
  Refreshment Break

  2:45 PM – 3:45 PM
  Workshop Session II: Selecting the Right Technology
  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? In this session we explore how to find the right technology for your organization.

  3:45 PM – 4:45 PM
  Workshop Session III: Team Integration
  After the due diligence and the planning are completed, FIs must look into the corporate culture of the prospective fintech to ensure they align with their own. This session explores the importance of being culturally aligned and how it affects the success of the partnership.

  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.

• Pre-Conference Events | Monday, May 13

  9:30 AM – 4:45 PM
  Concurrent Peer Exchange Sessions
  FIs and fintech leaders are separated into small groups to discuss topics around opportunities and challenges during these closed-door, off-the-record peer exchange discussions.

  1:00 PM – 4:45 PM
  Fintech Simulation Workshop
  Join this simulation workshop to learn how FI leaders work best with technologists. This session includes the how to’s around decision-making, integration, market analysis and more. This workshop is exclusive to 45 attendees only, allows for 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
  As we start the day, we take a pulse on the audience’s thoughts on the industry’s current state and reflect back to see if it aligns with recent survey results from Bank Director’s annual Technology Survey.

  8:10 AM – 8:40 AM
  The State of the Industry
  We open the conference with an overview of where the industry is today 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 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 FI clients. This 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. Each presenting company also has a space in the FinXTech Demo Hall. Participants are encouraged to visit these booths to learn more about each company’s product or service.

  9:35 AM – 10:20 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.

  10:20 AM – 10:50 AM
  General Session: What Are You Hearing?
  Hear from experts in the space on what is coming up next – and what financial leaders must prepare for.

  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. Each presenting company also has a space in the FinXTech Demo Hall. Participants are encouraged to visit these booths to learn more about each company’s product or service.

  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.

  12:20 PM – 1:20 PM
  Networking Lunch in Exhibit Hall / Exhibit Hall Open
  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
  As your bank looks at its strategic growth roadmap, what long-term choices should you be making?

  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. Each presenting company also has a space in the FinXTech Demo Hall. Participants are encouraged to visit these booths to learn more about each company’s product or service.

  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.

  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
  Partnership Presentations (select one)
  This third 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.

  4:45 PM – 5:25 PM
  FI Panel
  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 Reception + Dinner Cruise
  See the bright city lights of Downtown Tampa as you sip and savor your way through cocktails and cuisine while sailing a yacht down the waterways of Tampa Bay. All conference participants and guests are invited aboard!

• Day Two | Wednesday, May 15

  7:00 AM – 8:00 AM
  Breakfast / Exhibit Hall Open

  8:00 AM – 8:10 AM
  Day Two Welcome
  Michelle King, President, Bank Director and FinXTech

  8:10 AM – 8:40 AM
  Bringing the Digital Deposit Landscape Into Focus
  Building a digital deposit strategy is imperative in today’s financial marketplace. Consumers are demanding more digital offerings as financial institutions look to align consumer expectations and liquidity. In this session, we consider the best practices to overcome obstacles and risks while staying relevant in our growing digital world.

  8:40 AM – 9:30 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. Each presenting company also has a space in the FinXTech Demo Hall. Participants are encouraged to visit these booths to learn more about each company’s product or service.

  9:30 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
  Breakouts: Ask The Experts
  Three industry leaders host these sessions, allowing the audience to dive into specific areas of interest around payments, lending, and data and analytics.

  10:55 AM – 11:25 AM
  What Did We Learn?
  As the final conference session, the moderators from the above breakout sessions share the key areas of opportunity and challenges facing each.

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

   

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 19, 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?
  • FI Peer Exchange: $995
  • Fintech Simulation Workshop: $995
• Where can I register for Experience FinXTech?

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

• Is there a charge for the Tuesday night Networking Reception & Dinner Cruise?

  The reception and cruise are FREE. All conference participants and guests are invited aboard!

• 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 19, 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.