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FinXTech Annual Summit


The FinXTech Annual Summit is currently full and registration to attend this event has closed. There is still limited availability to attend the Financial Services Leadership Exchange on Thursday, April 27. To be put on a wait list to attend the Summit, please email events@bankdirector.com or call our events department at 877.397.7595.


  • Wednesday, April 26

    7:00 AM – 8:00 AM
    Breakfast + Registration
    Sponsored by: Opus Consulting Solutions Inc.

    8:00 AM – 8:05 AM
    David Wicks, Vice President, Global Corporate Client Group, Nasdaq

    8:05 AM – 8:35 AM
    Keeping Pace With Innovation

    Al Dominick, CEO, Bank Director & FinXTech
    Joe Guastella, Global Financial Services Consulting Leader, Deloitte Consulting LLP
    Stacie Swanstrom, Executive Vice President, Corporate Solutions, Nasdaq
    The pace of change throughout the financial industry continues to accelerate. Given the changing nature of banking today, we open this year’s program with a look at the macro-level issues impacting banks, non-banks and technology companies alike.

    8:35 AM – 9:15 AM
    A Look Around the Corner
    Ryan Gilbert
    , Partner, Propel Venture Partners
    Vivian Maese, Partner, Latham & Watkins LLP
    Gregg M. Schoenberg, Founder, Westcott Capital
    With continuous pressure to grow, executives need to be aware of emerging challengers, learn to adapt to new offerings and seek out specific opportunities to collaborate. This session focuses on the most pressing issues facing financial services companies as they leverage new tools and technologies to distinguish their business and reputations from others.

    9:15 AM – 10:00 AM
    Investing in Ideation
    Jim Hale, Founding Partner, FTV Capital
    Shelly Kapoor Collins, Managing Partner, Propeller Venture Capital and General Partner, Shatter Capital
    Sherrie B. Littlejohn, Executive Vice President, Internal Innovation Strategies, Innovation Group, Wells Fargo
    Jon Zanoff, Founder, Empire Startups
    Moderated by: Fatema Hamdani, Vice President, Mobile Engagement Strategy & Innovation, Syniverse
    While fintech startups continue to spearhead the technological transformation of financial services, recent efforts by systemically important financial institutions call into question who really has the power to transform banking.  From an investment perspective, recent market turmoil may put some opportunities on hold — while others now have a higher, sharper bar to clear. In this session, we explore what to look for when backing a newer venture in the context of a changing economic environment.

    10:00 AM – 10:15 AM
    Refreshment Break

    10:15 AM – 11:00 AM
    The Incumbent’s Advantages
    Michael Butler
    , President & CEO, Radius Bank
    John C. Gill, Chief Operating Officer & Chief Risk Officer, Somerset Trust Company
    Jay Tuli, Founder, ZRent and Senior Vice President, Retail Banking & Residential Lending, Leader Bank, N.A.
    Moderated by: Brandon Janosky, Director & Portfolio Manager, Detalus
    The digitization of various industries makes clear that ambitious executives can leapfrog traditional and up-and-coming rivals. During this session, we explore where the early-mover advantages exist for courageous and ambitious executives to pursue.

    11:00 AM – 11:35 AM
    Listening to Your Data
    Jorge Sun, CEO & Co-Founder, LendingFront
    Amir Tahvildaran, Vice President, Engineering, BizEquity, Inc.
    Moderated by: Thomas P. Brown, Partner, Litigation Department, Paul Hastings LLP
    Data and Artificial Intelligence provide opportunities for banks to offer faster, better banking experiences; better credit decisioning tools; and more sales opportunities with new and existing clients. This panel focuses on understanding the opportunities and risks of a brave new world in data.

    11:35 AM – 12:35 PM
    Networking Lunch
    Sponsored by: Nasdaq

    12:35 PM – 1:20 PM
    The Unsexy Side of FinTech
    Mazen Ghalayini, Senior Director, Customer Experience, West Monroe Partners
    Michael Griffith, Managing Partner, Bannockburn Global Forex, LLC
    Yogesh Pandit, CEO & Founder, Hexanika
    Moderated by: Derek Bluestone, Vice President and Global Business Unit Leader, Nasdaq
    Not all fintech is disruptive. This session takes a look at technology solutions being employed today to make a bank more efficient and profitable from the inside out.

    1:20 PM – 2:05 PM
    The Lending Shakeup
    Travis Engebretsen, Vice President, Strategy, Seacoast Bank
    Dennis S. Hudson, III, CEO, Seacoast Bank
    Chris Rentner, Founder & CEO, Akouba
    Nathan Snell, Chief Innovation Officer, nCino, Inc.
    Moderated by: Jack Milligan, Editor-in-Chief, Bank Director & FinXTech
    Net interest margins, a main profitability figure for banks, have been under increasing pressure, and competition for loans is as strong as ever. Whether it’s partnering with marketplace lenders, exploring new ways to evaluate credit, or simply increasing efficiencies on the backend, banks have many options when it comes to improving their current offerings. This session will highlight a few opportunities that banks are using now, along with what panelists expect will become the new “norm” in lending.

    2:05 PM – 2:20 PM
    Refreshment Break

    2:20 PM – 2:50 PM
    Re-setting Expectations on Customer Engagement
    Tom FitzSimmons, CFO, Payfone, Inc.
    Margaret J. Hartigan, Founder & CEO, Marstone, Inc.
    John Thompson, Senior Vice President & Leader, Program Team, CFSI
    David B. Treat, Managing Director, Accenture
    As banks continue to ingest mobile technologies, myriad opportunities for financial services companies to cultivate deeper customer engagement and boost brand loyalty still exist. This session looks at where the promise of technology can be converted into real business, and on the softer side, as a way to increase the customer relationship overall.

    2:50 PM – 3:25 PM
    The Paths to Success
    Mazy Dar, CEO, OpenFin
    Hicham Oudghiri, CEO & Co-Founder, Enigma
    Moderated by: Maria Gotsch, President & CEO, Partnership Fund for New York City
    Not all fintechs “get it right” the first time. Hear firsthand how panelists learned to pivot and iterate as they entered the banking market — and what advice they might give to fintech executives just starting to partner with financial institutions.

    3:25 PM – 4:00 PM
    Key Regulatory Perspectives
    Adrienne Harris, Former Special Assistant to President Obama for Economic Policy, White House National Economic Council
    Andres Wolberg-Stok, Global Head of Policy, Citi FinTech, Citibank
    Moderated by: Jo Ann Barefoot, CEO, Barefoot Innovation Group, LLC
    Many find regulatory pressures the largest hurdle to innovation. How can regulators help fintech companies and banks navigate this new landscape? Where is the most concern and how can the parties best communicate? This session will talk about where the government can, should and is currently focused on helping U.S. innovation.

    4:00 PM – 4:40 PM
    Ideas Know No Boundaries – A Global Perspective
    Ashish Gadnis, Founder & CEO, BanQu, Inc.
    Thomas Jankovich, Digital Innovation Leader, FSI, Deloitte Consulting LLP
    Patrick Rivenbark, Vice President, Strategic Partnerships, Let’s Talk Payments
    Moderated by: Matthew Hooper, Vice President, Open Innovation, Barclays
    When it comes to innovation in financial services, the United States is not necessarily a front-runner. Indeed, legacy investments may stifle new innovations. With so much taking place in China, India and Europe, we spotlight the fast-changing world of finance given all that is taking place outside of the country.

    4:40 PM – 5:00 PM
    Best Of FinXTech Awards
    Laura Proffitt
    , Director of Client Relations, Bank Director & FinXTech
    Kelsey Weaver
    , President, FinXTech
    With banks of all sizes continuing to implement innovative technologies to grow their organizations, we recognize the efforts made to grow a bank through collaboration and partnerships by and between banks and fintech companies. To wrap up the day, we recognize three relationships that reflect stand-out performance by and between fintech companies and financial institutions and three up and coming technology companies that bank executives need to know.

    5:00 PM – 6:00 PM
    Networking Cocktail Reception
    Sponsored by: Deloitte Consulting LLP


With its dramatic video tower overlooking Times Square, Nasdaq MarketSite provides spectacular panoramic views and the ultimate setting for company and private events. In addition, the Nasdaq MarketSite 7-story tall video tower defines the ultimate consumer outdoor media experience by running advertising on both the Nasdaq Tower and the Reuters Sign, bridging together the entire south side of Times Square.

4 Times Square
New York, NY 10036


Hotel Information


  • Who should attend the FinXTech Annual Summit?

    Bank executives, fintech executives, institutional investors and venture capitalists looking to shape the future of banking around shared areas of interest and innovation

  • Why should I attend the FinXTech Annual Summit?

    This is a must-attend event for all executives of banks and fintech companies looking to partner, collaborate and invest in the future of the financial services industry. Throughout the event, industry leaders provide first-hand information on the issues and opportunities available in future focused trends.

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

    The standard individual registration rate is $1,295. This fee includes all event activities, materials, meals and beverages at the event site. This price does not include travel or hotel accommodations.

  • Where can I register for the FinXTech Annual Summit?

    You may register online or call our events department at 877.397.7595.

  • Where can I find more information about FinTech Week?

    For more information about the week’s activities, please visit fintechweeknyc.com or call our events department at 877.397.7595.

  • How can I pay?

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

    DirectorCorps, Inc.
    201 Summit View Drive
    Suite 250
    Brentwood, TN 37027

  • What if I need to cancel my reservation at the Summit?

    Due to commitments and expenses, all cancellations after March 1, 2017 are subject to a $200 processing fee. We regret that no refunds will be given after March 15, 2017; however, substitute participants are welcomed. DirectorCorps, Inc. assumes no liability for any nonrefundable travel, hotel or related expenses incurred by registrants. For more information regarding refunds, concerns and/or program cancellation policies, please contact our events department at (877) 397-7595.

  • Is there a guest program?

    There is not a formal guest program. To participate in event activities, please register as an attendee.