Loading Events


The Conference for Fintech Leaders and Fintech Investors

Held in tandem with Bank Director’s well known Acquire or be Acquired Conference, this one and a half day program is focused on fintech M&A, IPOs and partnerships. During the event, we focus on key areas fintech leaders and investors should consider, including:

  • The M&A Landscape for Fintechs
  • How Do I Buy A Fintech?
  • Banks Buying Fintechs & Fintechs Buying Banks
  • Reseller Agreements & Partnerships
  • Fintech Investor Expectations

Get smarter faster, and learn about the transactions driving the fintech industry and the go-to-market strategies that are working. Over 400 top executive teams from banks convene at the JW Marriott Phoenix Desert Ridge to talk bank M&A, strategy and growth – at the same time, FinXTech hosts top fintech founders and investors to exchange critical insights on the transactions market for fintechs and key relationships that drive growth.


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
Early Individual Rate: $1,595 (expires November 29, 2021. Payment must be received by offer expiration in order to receive the special rate.)
Standard Individual Rate: $1,795

Standard Group Rate: $1,495 (For groups of 3 or more from the same company.)

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:

201 Summit View Drive, Suite 250
Brentwood, TN 37027

Due to commitments and expenses, all cancellations after December 10, 2021 will be subject to a $250 processing fee. We regret that no refunds will be given after January 7, 2022; however, substitute participants are welcomed. DirectorCorps, Inc. assumes no liability for any nonrefundable travel, hotel or related expenses incurred by registrants. To review our in-person event waiver, please click HERE.

For questions about the program, please contact FinXTech’s conference department at events@finxtech.com or 877-397-7595.


  • Monday, January 31

    12:00 PM – 1:00 PM
    Registration & Lunch
    Bank Director’s Acquire or Be Acquired Conference has gained a reputation for being the meeting ground for banking’s key leaders. Every January, top executives and board members – along with leaders from top professional services firms and technology companies – descend upon the Arizona desert. After checking in at event registration, participants of FinXTech Transactions join Acquire or Be Acquired Conference attendees for a networking lunch at the JW Marriott Phoenix Desert Ridge Resort & Spa.

    1:00 PM – 1:05 PM
    Al Dominick, CEO, Bank Director & FinXTech
    Al Dominick kicks off the FinXTech Acquire or Be Acquired Conference by sharing what to expect and who you are likely to meet.

    1:05 PM – 1:45 PM
    Four Points of View on Transactions
    Ritika Butani, Corporate Development Lead, Square
    Joe Maxwell, Managing Partner, FINTOP Capital
    Greg Smith, Managing Director, Financial Technology Partners
    Fintech is red hot. Investment rounds are closer together leading to transactions earlier in the life of a company. What will we see in 2022 and what kinds of companies will sell and which will IPO?

    1:45 PM – 2:25 PM
    The M&A Landscape for Fintechs
    The fintech industry is actually many different industries. What sectors are seeing a rise in deals? Who are buying these companies and why? This session features a look at what 2022 is likely to have in store. 

    2:25 PM – 3:05 PM
    How Do I Buy a Fintech?
    David Ingles
    , Partner, Pillsbury Winthrop Shaw Pittman LLP
    Jonathan Kaufman, Managing Director, Financial Technology, Piper Sandler Companies
    You believe that acquiring a fellow fintech can accelerate growth and scale. But how do you know what a target is worth? How do you manage the integration for success? Hear from experts that have been there and done that.

    3:05 PM – 3:15 PM
    Refreshment Break

    3:15 PM – 3:55 PM
    Resellers and Partnerships: When One Plus One Equals Three
    Greg Adelson
    , Chief Operating Officer, Jack Henry & Associates, Inc. 
    Steve Robert
    , Co-Founder & CEO, Autobooks
    Sometimes the quickest way to grow is to find the right partner. But how do you structure the relationship so it is good for both sides and aligned with the goals of both? How do you then train your partner about what you do? And what does managing that relationship look like? 

    3:55 PM – 4:35 PM
    Banks Buying Fintechs & Fintechs Buying Banks
    Richard Kim, Partner, Wachtell, Lipton, Rosen & Katz 
    David Sandler, Managing Director and Co-Head of Investment Banking, Piper Sandler Companies
    Sofi bought Golden, and banks, in turn, have bought fintechs. What are the kinds of banks that fintechs are looking to buy, and what kinds of fintechs are getting top dollar from bank buyers? Can we expect to see more of these transactions?

    4:35 PM – 5:15 PM
    The Future of Payments
    Wade Arnold, Founder & CEO, Moov
    In this session, hear predictions on the future of payments from the Founder and CEO of Moov.

    5:15 PM – 6:20 PM
    Networking Peer & Guest Reception
    While winter grips much of the country, we’ve found early evening in Arizona to be a welcome change for many joining us.  Make new connections by joining your colleagues and bank leaders attending the Acquire or Be Acquired Conference during the evening reception, sponsored by Keefe, Bruyette & Woods, A Stifel Company.

  • Tuesday, February 1

    7:30 AM – 8:30 AM

    8:30 AM – 8:35 AM
    Welcome Back
    Al Dominick
    , CEO, Bank Director & FinXTech

    8:35 AM – 9:15 AM
    The Big Acquirers:  A Fireside Chat Between Two of the Nation’s Most Active Fintech Acquirers
    Coming Soon – Speakers To Be Announced!
    Moderated by: Stephen Amdur
    , Partner, Pillsbury Winthrop Shaw Pittman LLP
    We will be announcing two seasoned pros have seen it all and had their fingerprints on headline-making deals.  Big tech companies are eating everything in their path. Healthcare payments and financial services are targets for them and their competition.

    9:15 AM – 9:55 AM
    How Distribution Impacts Valuation
    Brody Mulderig, Vice President, JPMorgan

    9:55 AM – 10:35 AM
    To Integrate or Not to Integrate
    Steve Charlebois, Managing Director, Semler Brossy
    Frank Sorrentino, Chairman & CEO, ConnectOne Bank
    During the deal, integration issues are discussed but after the close they become real. Some chose to integrate and others decided to hold the entities apart. Either way, management, financial systems, compensation programs and culture have to work together. These issues hold the keys to unlocking the value of the deal.

    10:35 AM – 10:50 AM
    Refreshment Break

    10:50 AM – 12:15 PM
    Peer Exchange Sessions
    Attendees are divided into small groups of peers to talk in closed-door, off-the-record sessions about topics that are most relevant to them. Building on the reseller and partnership session yesterday, these peer-to-peer sessions allow a fintech-only audience to talk through the nature of strategic partnerships and delve into reseller agreements or talk about valuation and the M&A process.

    12:15 PM – 1:15 PM
    Networking Lunch

    1:15 PM – 1:20 PM
    Welcome Back
    Al Dominick
    , CEO, Bank Director & FinXTech

    1:20 PM – 2:00 PM
    Fintech Investors Speak Out
    Emily Man, Investor, Redpoint Ventures
    Moderated by: Speaker To Be Announced, Keefe, Bruyette & Woods, A Stifel Company
    This panel of top fintech investors discusses if the market is too frothy and which areas of fintech justify the enormous valuations.

    2:00 PM – 2:40 PM
    Crafting The Right Round
    Anup Chamrajnagar, Vice President, Point72 Ventures
    As you plan for the next round of investment, do you want a strategic investor or a traditional venture capitalist? What are the pros and cons of each – and what is the best for your organization?

    2:40 PM – 3:20 PM
    What Bankers and Regulators Expect of Fintech Partners
    Greg Garry, Executive Vice President & Chief Operations Officer, The Bancorp
    Clayton Mitchell, Managing Principal Fintech, Crowe LLP
    Kirsten Muetzel, Chief Risk Officer, Synctera
    Bankers expect you to be buttoned up. There are financial due diligence and regulatory compliance expectations. There are also culture and fit issues. What are the expectations if you want to work with banks?

    3:20 PM – 4:00 PM
    The Future of Financial Delivery
    Lee Wetherington, Senior Director of Strategy, Jack Henry & Associates, Inc.
    Traditional banks like JPMorgan, as well as community banks, plan to stay in the game. Neo banks are building for specific consumers and businesses, vertical SaaS companies want their piece of financial delivery, and there are large tech companies embracing and retreating from delivering financial services. How will this all shake out? What does the environment look like in 2025?

    4:00 PM – 4:10 PM
    Closing Remarks
    Al Dominick, CEO, Bank Director & FinXTech

    5:45 PM – 7:00 PM
    Closing Peer & Guest Reception
    Attendees, as well as those who attended Acquire or Be Acquired, join together for a farewell reception near the Golf Clubhouse sponsored by FHLBank Atlanta.


Award-winning AAA 4-Diamond JW Marriott Phoenix Desert Ridge Resort & Spa welcomes guests to its beautiful 316 acres in the Sonoran Desert. This luxury resort will take you to a place where luxury, personal services, invigorating recreation and excellent dining are in abundance. This premier resort also impresses with the award-winning Revive Spa and championship Wildfire Golf Club, home to the LPGA Founders Cup. Relax and enjoy the company of friends and family indoors or outside on one of many patios with inviting fire-pits overlooking the resort’s waterways. Among the leading North Phoenix resorts and resorts near TPC Scottsdale, the JW Marriott Phoenix Desert Ridge Resort & Spa is your one-stop vacation haven.

This acclaimed Phoenix, Arizona property features:

  • Poolside Bar
  • Tennis Courts
  • Championship Wildfire Golf Club
  • Award-winning Revive Spa
  • A full-service Salon and Fitness Center

Where To Stay
The JW Marriott Phoenix Desert Ridge is currently sold out. Below is a list of nearby hotels that have availability:

Marriott’s Canyon Villas
5220 East Marriott Drive
Phoenix, AZ 85054
0.4 miles away

Holiday Inn Express and Suites Phoenix North – Scottsdale
4575 East Irma Lane
Phoenix, AZ 85054
1.1 miles away

Cambria Hotel – Phoenix
4425 East Irma Lane
Phoenix, AZ 85054
1.1 miles away

Residence Inn by Marriott Phoenix Desert View at Mayo Clinic
5665 East Mayo Blvd.
Phoenix, AZ 85054
1.6 miles away

Hyatt Place Scottsdale – North
18513 North Scottsdale Road
Scottsdale, AZ 85255
3.2 miles away

SpringHill Suites Scottsdale North
17020 North Scottsdale Road
Scottsdale, AZ 85255
3.7 miles away

Marriott Courtyard Scottsdale North
17010 North Scottsdale Road
Scottsdale, AZ 85255
3.8 miles away

Fairmont Scottsdale Princess
7575 East Princess Drive
Scottsdale, AZ 85255
3.9 miles away

Hampton Inn & Suites Phoenix/Scottsdale
16620 North Scottsdale Road
Scottsdale, AZ 85254
3.9 miles away

For questions about the program, please contact FinXTech’s conference department at events@finxtech.com or 877-397-7595.

« Event Details


January 31, 2022 @ 12:00 am
February 1, 2022 @ 11:30 pm
Event Category:


JW Marriott Desert Ridge
Phoenix, AZ United States


Bank Director
Suite 102