Loading Events


FinXTech, powered by Bank Director, is bringing you more opportunities to explore the technology companies designed to improve your bank. 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 plenty of networking opportunities.

Please note, this event is exclusive to bank attendees only. If you are a technology company and would like to participate, please email our events department at events@bankdirector.com.


  • Wednesday | February 19

    6:00 PM – 6:30 PM
    Sponsored by: StreetShares, Inc.

    6:30PM – 8:30PM
    Networking Reception & Dinner
    Sponsored by: StreetShares, Inc.

    Location: The Lure |1106 Crescent Avenue NE, Atlanta, Georgia 30309
    Before the formal presentations begin on Thursday, we welcome registered participants to enjoy casual time with their peers over cocktails and dinner.

  • Thursday | February 20

    8:30 AM – 9:00 AM
    Meet & Greet
    Continue conversations from the evening before as we gather at Atlanta’s ATDC.

    9:00 AM – 9:15 AM
    Welcome: Setting the Stage
    Derik Sutton, Vice President Product & Experience, Autobooks
    Laura Schield, Chief Operating Officer, Bank Director
    David Koscheski, Director, US Financial Services Industry, Microsoft
    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
    Doug Nielson, Senior Vice President Innovation Research & Development, U.S. Bank
    Hear from U.S. Bank as they share what they are doing to meet consumer demands in this digital age.

    9:45 AM – 10:15 AM
    State of Industry: Lessons to Consider
    This session focuses on industry trends, operating conditions and areas of potential opportunity for banks today.

    10:15 AM – 10:30 AM
    Morning Break

    10:30 AM – 11:30 AM
    Peer Collaboration Exercise
    Michelle King
    , Chief Marketing Officer, Bank Director
    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 Collab
    Michelle King
    , Chief Marketing Officer, Bank Director
    Issues generated from peer collaboration groups will be reviewed to ensure that all topics are covered during the afternoon’s conversations.

    11:45 AM – 12:45 PM
    Lunch + Demonstration Sessions
    During lunch, participants will hear from three ATDC 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 – 1:25 PM
    How to Work With My Core
    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, fintech is impacting the industry in three ways: changing consumer behavior, creating new business models and changing the basis of competition in the industry. This session will show how bank’s today can integrate the technology they want and need – and work with their core to drive growth and increase the bank’s bottom-line.

    1:25 PM – 2:20 PM
    What’s Working?
    Steve Roberts, Co-Founder and CEO, Autobooks
    David Koscheski, Director, US Financial Services Industry, Microsoft
    Sanjay Bhaskar, VP, Business Development & Partnerships, StreetShares, Inc.
    Moderated by: Mika Moser, President, Bank Director
    In this session, participants hear from a panel of 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.

    2:20 PM – 2:45 PM
    Asking the Right Questions To Find the Right Resources
    Mika Moser
    , President, Bank Director
    How and where can banks find the right technology partner? During this session, you will 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
    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


Advanced Technology Development Center (ATDC),
Georgia Institute of Technology
75 5th St. NW, Atlanta, GA 30308

The Advanced Technology Development Center (ATDC) is a startup incubator at Georgia Tech that helps technology entrepreneurs in Georgia launch and build successful companies. Headquartered in Atlanta’s Technology Square, ATDC serves as the hub for technology entrepreneurship in Georgia. Founded in 1979, ATDC is the oldest technology incubator in the country. ATDC was featured in a 2010 Forbes magazine article as one of the top 10 technology incubators changing the world. ATDC was recognized by Inc. and Business Week as one of the nation’s top incubators, and has won several awards for the expert services it provides.


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

    Exclusive to the first 50 registrants, this event was designed for a bank’s Chief Executive Officer, Chairmen 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.

    Please note, this event is exclusive to bank attendees only. If you are a technology company and would like to participate, please email our events department at events@bankdirector.com.

  • 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 January 30, 2020 will be subject to a $200 processing fee. We regret that no refunds will be given after February 6, 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?

    Georgia Tech Hotel and Conference Center
    800 Spring Street NW
    Atlanta, GA 30308
    (404) 347-9440
    0.1 miles away

    Renaissance Atlanta Midtown Hotel
    866 W. Peachtree Street NW
    Atlanta, GA 30308
    (678) 412-2400
    0.2 miles away

    Four Seasons Hotel Atlanta
    75 14th Street NE
    Atlanta, GA 30309
    (404) 881-9898
    1.0 mile away

    W Atlanta – Downtown
    45 Ivan Allen Jr Blvd NW
    Atlanta, GA 30308
    (404) 582-5800
    1.0 mile away

    W Atlanta – Midtown
    188 14th Street NE
    Atlanta, GA 30361
    (404) 892-6000
    1.2 miles away


« Event Details


February 20
8:00 am - 5:00 pm
Event Category:


Advanced Technology Development Center (ATDC)
Atlanta, Georgia