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
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
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
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