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Thursday, October 21
 

11:00am CDT

The 2022 U.S. Fintech Symposium: Sponsoring Opportunties
We will be hosting the Spring U.S. Fintech Symposium (In-Person) on May 3rd & 4th, 2022.  This session discuss the various sponsorship opportunities that will be available for this event.  Learn how your organization can advance your sales, marketing and branding goals by sponsoring the U.S. Fintech Symposium.

https://www.fintechsymposium.com/sponsorship-opportunities.html

Speakers
avatar for Dan Carmody

Dan Carmody

President, TreaSolution, Inc.
Dan is a forward-focused fintech and treasury strategist.  A seasoned executive and proven entrepreneur, Dan enjoys envisioning solutions to complex finance / fintech challenges and willing their solutions into existence.  A voracious networker, Dan enjoys connecting with accomplished... Read More →


Thursday October 21, 2021 11:00am - 12:00pm CDT
Live Online Stream

12:00pm CDT

The 2022 U.S. Fintech Symposium: Speaking Opportunties
We will be hosting the Spring U.S. Fintech Symposium (In-Person) on May 3rd & 4th, 2022.  This session will discuss the topics that we would like learn more about, the various panel discussions and how to complete a Call for Speaker form.

https://www.fintechsymposium.com/call-for-speakers.html

Speakers
avatar for Dan Carmody

Dan Carmody

President, TreaSolution, Inc.
Dan is a forward-focused fintech and treasury strategist.  A seasoned executive and proven entrepreneur, Dan enjoys envisioning solutions to complex finance / fintech challenges and willing their solutions into existence.  A voracious networker, Dan enjoys connecting with accomplished... Read More →


Thursday October 21, 2021 12:00pm - 12:30pm CDT
Live Online Stream

1:00pm CDT

M1 Finance: Startups and Fintech: Growing and Scaling a Consumer Finance Application
Brian Barnes was passionate about investing long before founding M1 Finance in 2015. After buying his first stock at the age of 10, investing became a hobby and a passion. However, after college, he discovered that although he loved investing, he hated the process. And, that is when M1 was born. M1 is a consumer finance application that that allows for Smart Money Management tool, allowing people from all walks of life to build and easily manage wealth.

In his talk, Brian will discuss M1's learnings from breaking into the financial services industry, which has operated the same way for many years, with a high-tech solution. From working with regulatory bodies, banks, and Venture Capitalists to supporting users to gain trust in, use, and ultimately switch from their dated brokerages to this new product, M1 has forged a path that will ultimately change how the financial services industry does business. Now, with over a billion dollars in AUM and over half a million active users, Brian will also discuss the strategies and approach to scaling an application, along with predictions for the finance industry as technology moves forward.

Speakers
avatar for Brian Barnes

Brian Barnes

CEO and Founder, M1 Finance
Brian Barnes is the CEO and founder of M1 Finance, a fintech company based in Chicago that combines the best of digital investing and digital banking into one easy to use application. He started the company in 2015 and has grown the organization to over 275 employees, raised over... Read More →


Thursday October 21, 2021 1:00pm - 2:00pm CDT
Live Online Stream
 
Friday, October 22
 

11:00am CDT

BigTech Shaping the Fintech Products of the Future
The future of our financial institutions depends entirely on how well they embrace, organize, and utilize data, analytics, and personalization. The financial products of the future are built with open architecture, cost-efficient models, best in class security, and customer-centric experiences. They are nimble and continually optimize customer journeys based on ongoing research. In this session, we’ll evaluate why, how, what, where and when technology will shape the financial products of the future. We will address the role that cloud computing has played, the importance of analytics, and what we might expect to see in future iterations of financial products.

Speakers
avatar for Marla Sofer

Marla Sofer

Industry Solutions CTO, Financial Services Lead, Microsoft
Marla Sofer is part of the Industry Solutions CTO team at Microsoft, leading Cloud for Financial Services technical delivery. She has deep experience as a client, vendor, and partner spearheading digital transformation efforts across banking and capital markets, and is passionate... Read More →


Friday October 22, 2021 11:00am - 12:00pm CDT
Live Online Stream

1:00pm CDT

The Payment Innovation Panel Discussion
Speakers
avatar for Neha Wattas

Neha Wattas

Executive Director - Fintech M&A Strategy | Thematic Investing, JPMorgan Chase
Neha Wattas, Executive Director, is a global Banking and FinTech leader. She is currently the Head of Wholesale Payments Innovation Strategy at JPMorgan. In this role, she enjoys living in the future -- by developing theses on emerging trends that are shaping the next decade of payments... Read More →
avatar for Jennifer Lucas

Jennifer Lucas

Head of Payments for FSO Americas, E&Y
►Jennifer leads the Payments Consulting Practice and is a Managing Director. She brings over 25+ years of payments and financial services technology experience at banks and technology organizations to the role. She advises clients on strategic matters related to payments modernization... Read More →
avatar for Jairo Romo

Jairo Romo

Head blockchain Western US and LatAm, Wipro Limited
Jairo is a global IT business transformation leader, an innovation agent with 20 years of experience who has improved IT business process and performance across multiple industries and geos (US, UE, LatAm). He is an expert in driving competitive advantage through innovative real-world... Read More →


Friday October 22, 2021 1:00pm - 2:00pm CDT
Live Online Stream
 
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