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Overview

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.




Registration

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:

Conferences
FinXTech
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.




Agenda

  • 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, c-level executives and board members – along with heads 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
    Welcome
    Al Dominick, CEO, Bank Director & FinXTech
    Al Dominick kicks off the FinXTech Transactions Conference by sharing what to expect and who you are likely to meet.

    1:05 PM – 1:45 PM
    Points of View on Current Transactions
    Ritika Butani, Head of Corporate Development, Toast, Inc.
    Joe Maxwell, Managing Partner, FINTOP Capital
    Greg Smith, Managing Director, Financial Technology Partners LP
    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
    Geddes Johnson
    , Managing Director, Goldman Sachs
    Roger Morscheiser
    , Partner, Mergers & Acquisitions Practice, Shearman & Sterling LLP
    Moderated by: Joan Susie, Chair, DirectorCorps, Inc.
    The fintech industry is actually many different industries. What sectors are seeing a rise in deals? Who is buying these companies and why? What are some of the trends we’ve seen and the key issues to consider when pursuing a transaction? This session features a look at what 2021 has shown us and 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 Investment Banking, Piper Sandler Companies
    Moderated by: Xingcheng “X” Hua, Head of Corporate Development, MX Technologies Inc.
    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
    , President & COO, Jack Henry & Associates
    Steve Robert
    , Co-Founder & CEO, Autobooks
    Moderated by: Mark Chorazak, Partner, Financial Institutions Practice, Shearman & Sterling LLP
    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 their commercial goals? And what does operationalizing and 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 & Co-Head of Financial Services 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, Co-Founder & CEO, Moov
    Peter Davey, SVP, Head of Product Innovation, The Clearing House
    Jim Hale, Founder & Chair, CS Advisors
    Moderated by: Kelsey Weaver, Director, Locality Bank
    In this session, hear predictions on the future of payments from three industry experts. 

    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 meeting with your fellow 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
    Breakfast

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

    8:35 AM – 9:15 AM
    M&A As A Business Strategy
    David Foss, CEO, Jack Henry & Associates, Inc.
    Dan O’Malley, CEO & Co-Founder, Numerated Growth Technologies
    Moderated by: Stephen Amdur
    , Partner, Pillsbury Winthrop Shaw Pittman LLP
    Hear from those who have been through multiple acquisitions and the lessons learned from them.  

    9:15 AM – 9:55 AM
    Paradigm Shift: Partner or Pay Up?
    Brody Mulderig, Executive Director, Financial Technology, Corporate Client Banking, J.P. Morgan
    Andrew Spicehandler, Executive Director, Investment Banking, Financial Institutions Group, J.P. Morgan
    The fundamental nature of how financial products are manufactured, distributed and serviced has been forever changed by technology. We discuss why these fundamental changes lead to growth and disintermediation, with valuation implications for the incumbents and disruptors – a phenomenon we expect for the foreseeable future. Incumbents must re-establish their customer value proposition and determine where to join forces, and where to compete against fintech innovators or risk being left behind

    9:55 AM – 10:35 AM
    To Integrate or Not to Integrate
    Steve Charlebois, Managing Director, Semler Brossy Consulting Group LLC
    Mike Rozman, CEO & Co-Founder, BoeFly Inc.
    Frank Sorrentino III, Chairman & CEO, ConnectOne Bank
    Moderated by:  Al Dominick, CEO, Bank Director & FinXTech
    During the deal, integration issues are discussed, but after the close they become real. Some choose to integrate and others decide to hold their 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
    Paul Pate, Vice President, Growth Equity, Goldman Sachs Asset Management (GS Growth)
    Moderated by: Sanjay Sakhrani, Managing Director, Research, 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
    Margaret Hartigan, CEO & Founder, Marstone, Inc.
    Jerry Plush, Vice-Chairman, President & CEO, Amerant Bancorp, Inc.
    Moderated by: Kelsey Weaver, Director, Locality Bank
    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, Inc.
    Clayton Mitchell, Managing Principal Fintech, Crowe LLP
    Kirsten Muetzel, Managing Director & Founder, KLM Advisory
    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 J.P. Morgan, 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 the Acquire or Be Acquired Conference, join together for a farewell reception at The Clubhouse Green & Patio on the grounds of the JW Marriott Phoenix Desert Ridge Resort & Spa, sponsored by BrightFi and FHLBank Atlanta.




Venue

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
844-631-0595

Holiday Inn Express and Suites Phoenix North – Scottsdale
4575 East Irma Lane
Phoenix, AZ 85054
1.1 miles away
877-570-9579

Cambria Hotel – Phoenix
4425 East Irma Lane
Phoenix, AZ 85054
1.1 miles away
480-585-6644

Residence Inn by Marriott Phoenix Desert View at Mayo Clinic
5665 East Mayo Blvd.
Phoenix, AZ 85054
1.6 miles away
480-563-1500

Hyatt Place Scottsdale – North
18513 North Scottsdale Road
Scottsdale, AZ 85255
3.2 miles away
480-590-8100

SpringHill Suites Scottsdale North
17020 North Scottsdale Road
Scottsdale, AZ 85255
3.7 miles away
480-922-8700

Marriott Courtyard Scottsdale North
17010 North Scottsdale Road
Scottsdale, AZ 85255
3.8 miles away
480-922-8400

Fairmont Scottsdale Princess
7575 East Princess Drive
Scottsdale, AZ 85255
3.9 miles away
480-585-4848

Hampton Inn & Suites Phoenix/Scottsdale
16620 North Scottsdale Road
Scottsdale, AZ 85254
3.9 miles away
480-348-9280

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




Sponsors




FAQs




Safety

Due to recent COVID developments, FinXTech is putting in place safety measures to ensure the well-being of our attendees and their guests. We ask that all attendees be prepared to show proof of vaccination or proof of a negative COVID-19 PCR test at the event. If we are forced to make changes in our safety protocols we will notify attendees as quickly as possible, however should something change while we are traveling to or at the event we want everyone to be prepared.

As a reminder, when registering for the conference you acknowledged and accepted the terms and conditions of participation.  FinXTech will continue to take direction from the CDC, federal, state and local health officials.  Should conditions change we will provide updated guidelines on this page of our website.

The JW Marriott Desert Ridge has numerous outdoor spaces for meetings, receptions and meals which we will be taking advantage of during the conference. In addition, below are the JW Marriott current cleaning practices:

In keeping with Marriott’s Commitment to Clean, the JW Marriott has made several enhancements to their cleaning practices throughout the property and in guest rooms. These include:

Enhanced Public Space Cleaning
Increased frequency of cleaning and disinfection, particularly in areas with high traffic including restrooms, elevators, and escalators as well as additional hand sanitizing stations.

Personal Protective Equipment (PPE)
Staff members will wear PPE (e.g., face coverings, gloves, etc.) based on the activities they are performing and based on direction by the local authorities. Guests are welcome to wear personal face coverings.

Electrostatic Spraying
Utilizing enhanced technologies, including electrostatic sprayers with hospital-grade disinfectants to support already rigorous cleanliness protocols.

Housekeeping Services
Every guest room is thoroughly cleaned and disinfected between each guest. The JW Marriott will continue to provide housekeeping services daily while guests are away from the room. If there are any specific housekeeping preferences, please contact guest services at any time.

Room Amenities
Coffee makers are available and sanitized between every guest use and disinfectant wipes will be available in each room for every arriving guest as well as upon request.

Additional enhancements can be found by visiting the JW Marriott website at: https://whattoexpect.marriott.com/phxdr






« Event Details
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Details

Start:
January 31 @ 12:00 am
End:
February 1 @ 11:30 pm
Cost:
$1795
Event Category:

Venue

JW Marriott Desert Ridge
Phoenix, AZ United States

Organizer

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