The Intersection of Financial Institutions and Technology Leaders

FinXTech R.O.D.E. | Minneapolis

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FinXTech, powered by Bank Director, is bringing bank leaders more opportunities to explore the technologies that are available to improve financial institutions to succeed and grow in the future. Together with Autobooks and Microsoft, Bank Director is thrilled to announce a series of Regional One-Day Events (R.O.D.E.’s) across the United States. Each FinXTech R.O.D.E. includes expert speakers, moderated panels, collaboration exercises and networking opportunities.

For more information regarding registration, sponsorship, refunds, concerns and/or program cancellation policies, please email


  • Wednesday, August 19

    6:00 PM – 8:30 PM
    Networking Reception & Dinner
    Sponsored by:  Autobooks, Baker Tilly Virchow Krause, LLP, Barack Ferrazzano Kirschbaum & Nagelberg LLP, Microsoft, StreetShares, Inc. and Velocity Solutions, LLC

    Join your peers the night before FinXTech R.O.D.E. | Minneapolis for a complimentary networking reception & dinner! Limited to the first 45 registrants.

  • Thursday, August 20

    8:30 AM – 9:00 AM
    Registration & Breakfast

    9:00 AM – 9:15 AM
    Welcome: Setting the Stage
    David Koscheski, Director, US Financial Services Industry, Microsoft
    Derik Sutton, Vice President Product & Experience, Autobooks
    To kick off the day’s discussion, we outline the opportunities available to participants to explore and connect on new ideas, strategies and initiatives to grow their companies.

    9:15 AM – 9:45 AM
    Keynote Presentation
    Hear from a local regional bank as they share what they are doing to meet consumer demands in this digital age.

    9:45 AM – 10:15 AM
    The State of the Industry
    Tim Kosiek
    , Partner, Baker Tilly Virchow Krause, LLP
    Insights into the current state of the banking industry and the opportunities for embracing technology-focused solutions.

    10:15 AM – 10:30 AM
    Morning Break

    10:30 AM – 11:30 AM
    Peer Collaboration Exercise
    What technologies allow a bank to grow their business? Is it through a partnership model or by providing a solution to allow the bank to better service the needs of their clients and expand their market share? How can a bank unleash the true potential of fintech companies – and in return, how do technology companies expand their distribution? During this peer collaboration, attendees meet in small groups to discuss topics around the opportunities and challenges that lie ahead as they work to integrate new products and innovations.

    11:30 AM – 11:45 AM
    Whiteboarding Issues from Peer Collaboration
    Issues generated from peer collaboration groups are reviewed to ensure that all topics are covered during the afternoon’s conversations.

    11:45 AM – 12:45 PM
    Lunch + Demonstration Sessions
    Sanjay Bhaskar,
    VP Business Development & Partnerships, Streetshares, Inc.
    During lunch, participants will hear from three technology companies as they provide a demonstration of their product or service, and provide an explanation of how banks could potentially use the product or service.

    12:45 PM – 1:30 PM
    Negotiating with FinTechs – Beyond Due Diligence
    When fintech startups began to emerge, many were touted as “disruptors” who would put the “banking dinosaurs” out of business — it hasn’t quite worked out that way. Instead, financial technology is impacting the industry in three main ways: changing consumer behavior, creating new business models and changing the basis of competition in the industry. This session reviews the principal issues banks should address when evaluating their relationship with new fintechs, whether as a service provider, partner or affiliate. This session also reviews key contractual considerations and the importance of sharing the responsibility for, and benefits of, success.

    1:30 PM – 2:15 PM
    What’s Working?
    Sanjay Bhaskar
    , VP Business Development & Partnerships, Streetshares, Inc.
    In this session, participants hear from technology leaders with a track record of working with banks – addressing the questions you should ask prior to entering into a partnership as well as uncovering the challenges you may encounter during the integration process.

    2:15 PM – 2:45 PM
    Asking the Right Questions To Find the Right Resources
    How and where can banks find the right technology partner? During this session, attendees learn about a new platform built specifically for banks – FinXTech Connect. This curated directory of emerging financial technology companies includes only those who are strategically partnering with financial institutions. Companies selected have been identified by Bank Director as “bank-friendly” – with a proven history of financial performance and an existing roster of bank clients. Each company has been vetted and researched by Bank Director – and most importantly, companies cannot pay to be featured in the FinXTech Connect platform.

    2:45 PM – 3:30 PM
    Moderated Panel of Integration That Worked
    Moderated by: Derik Sutton, Vice President Product & Experience, Autobooks
    Once a bank decides to integrate a new technology or work with a fintech, what are the next steps? What issues need to be considered and addressed prior to integration? What are things to keep in mind as the two work together – cost, culture, talent and timing? Hear from a bank and tech company that achieved success through their integration.

    3:30 PM
    Concluding Remarks
    Derik Sutton, Vice President Product & Experience, Autobooks


Capella Tower
225 S. 6th Street
Minneapolis, MN 55402

Capella Tower is an icon on the Minneapolis skyline with its cylindrical form and distinctive crown. The property was designed by Pei, Cobb, Freed & Partners and it incorporates a 58-story office building and the 20-story Star Tribune Building. The building’s three-story atrium is a hub for retail amenities including lounge areas and an art gallery. Original works of art appear in every corner of the first and second levels adding interest and beauty.



  • Who should attend a FinXTech R.O.D.E.?

    Exclusive to the first 50 registrants, this event was designed for technology leaders and a bank’s Chief Executive Officer, Chair of the Board, President, CIO, CTO, CFO, COO, head of retail, head of lending and those executives charged with growing the bank through new product innovations and technology.

  • Why should I attend?

    FinXTech connects a hugely influential audience of U.S. bank leaders with technology partners at the forefront of innovation. During the one-day event, attendees will experience first-hand demonstrations of the latest, vetted technology solutions for banks, discuss issues of integration and exchange ideas with their peers around emerging opportunities. 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 registration rate is $795. This fee includes all event activities, materials and meals at the event site, including a special attendee dinner the night prior to the event. This price does not include travel or hotel accommodations.

  • Where can I register for FinXTech R.O.D.E?

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

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

    Due to commitments and expenses, all cancellations after July 22, 2020 will be subject to a $200 processing fee. We regret that no refunds will be given after August 5, 2020; however, substitute participants are welcomed. DirectorCorps, Inc. assumes no liability for any nonrefundable travel, hotel or related expenses incurred by registrants.

  • Where can I find more hotel information?


    The Westin Minneapolis
    88 South 6th Street
    Minneapolis, MN 55402
    0.1 miles

    Crowne Plaza Minneapolis Northstar Downtown
    618 2nd Ave S,
    Minneapolis, MN 55402
    0.1 miles

    The Grand Hotel Minneapolis
    615 2nd Ave S,
    Minneapolis, MN 55402
    0.1 miles

    Emery, Autograph Collection
    215 S 4th Street
    Minneapolis, MN 55401
    0.3 miles


« Event Details


August 20
8:00 am - 8:00 pm
Event Category:


Bank Director
Suite 102


Capella Tower
Minneapolis, MN United States + Google Map