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Overview

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@finxtech.com.




Agenda

  • Wednesday | February 19

    6:00 PM – 6:30 PM
    Cocktails
    Sponsored by: Autobooks, Day Pitney LLP, Microsoft and StreetShares, Inc.

    6:30PM – 8:30PM
    Networking Reception & Dinner
    Sponsored by: Autobooks, Day Pitney LLP, Microsoft and 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
    David Koscheski, Director, US Financial Services Industry, Microsoft
    Laura Schield, Chief Operating Officer, Bank Director
    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
    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 – 10:00 AM
    Morning Break

    10:00 AM – 11:15 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.

    11:15 AM – 11:45 AM
    Whiteboarding Issues from Peer Collaboration
    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
    Omar Esposito, Chief Revenue Officer, Stackfolio
    Andrew Gowasack, President & Co-Founder, Trust Stamp
    Adwait Joshi, Chief Seer, DataSeers
    Pav Thukral, Founder & CEO, Stackfolio
    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
    Negotiating with Fintechs – Beyond Due Diligence
    Michael Dunne
    , Partner, Day Pitney LLP
    Michael Rave
    , Partner, Day Pitney LLP
    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 main ways: changing consumer behavior, creating new business models and changing the basis of competition in the industry.  This session will review the principal issues banks should address when evaluating their relationship with new fintechs, whether as a service provider, partner or affiliate. This session will also review key contractual considerations and the importance of sharing the responsibility for, and benefits of, success.

    1:25 PM – 2:20 PM
    What’s Working?
    Kyle Bazzy, Head of Enterprise Growth, Autobooks
    David Koscheski, Director, US Financial Services Industry, Microsoft
    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
    Wrap-Up Discussion
    Kyle Bazzy, Head of Enterprise Growth, Autobooks
    Michael Dunne
    , Partner, Day Pitney LLP
    David Koscheski
    , Director, US Financial Services Industry, Microsoft
    Mika Moser
    , President, Bank Director
    Michael Rave
    , Partner, Day Pitney LLP
    Moderated by: Derik Sutton, Vice President Product & Experience, Autobooks
    At the end of the day, we bring back together the key speakers from the event and invite participants to ask any remaining questions they might still have.

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




Venue

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

The Advanced Technology Development Center (ATDC), a program of the Georgia Institute of Technology, is the state of Georgia’s technology startup incubator. Founded in 1980 by the Georgia General Assembly, which funds it each year, ATDC’s mission is to work with entrepreneurs in Georgia to help them learn, launch, scale, and succeed in the creation of viable, disruptive technology companies. Since its founding, ATDC has grown to become one of the longest running and most successful university-affiliated incubators in the United States, with its graduate startup companies raising $3 billion in investment financing and generating more than $12 billion in revenue in the state of Georgia. To learn more, visit atdc.org.




FAQs

  • 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@finxtech.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

     






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Details

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

Venue

Advanced Technology Development Center (ATDC)
Atlanta, Georgia