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Monday, October 4
 

1:00pm CDT

The Fintech CEO Panel Discussion
This is a session description.The CEO of a fintech company must address numerous issues to be successful such as:
  • How do we scale the company?
  • When should we raise capital?
  • How do we stay compliant with regulations?
  • What companies should we partner with?
During this panel discussion, the CEOs of four fintech companies will share some of the lessons they learned while funding, growing and operating their companies. 
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 →
avatar for Jared Kaplan

Jared Kaplan

CEO, OppFi
Jared Kaplan is chief executive officer of OppFi, a leading financial technology platform that powers banks to help the everyday consumer gain access to credit. To date, OppFi has facilitated the issuance of more than 1.5 million loans through its platform. The company launched SalaryTap... Read More →
avatar for Joel Lieginger

Joel Lieginger

Founder & CEO, Paceline
Joel Lieginger is the founder and CEO of Paceline, the first-ever fitness rewards platform that adds financial benefit to your physical activity. Joel has over 15 years of experience in the financial services industry. Prior to Paceline, Joel worked on partnership operations & development... Read More →
avatar for Patricia Montesi

Patricia Montesi

CEO, Qolo
Patricia Montesi is a founder and CEO of Qolo, the omnichannel payments platform for Fintech. Founded in 2018 and launched in April 2020, Qolo offers fast and simple transactions within an industry-leading secure environment powered by advanced AI tools. Understanding managing payments... Read More →

Monday October 4, 2021 1:00pm - 2:00pm CDT
Live Online Stream
  Panel Discussion
 
Tuesday, October 5
 

1:00pm CDT

Transforming Accounts Payable with Artificial Intelligence
Accounts Payable AI (artificial intelligence) is the latest automation in the accounting world.  Why should the accounting world care?   Accounts Payable AI can assist with sorting and matching invoices faster, more predictive analytics and dashboards, and less human errors seamlessly.  Freeing up your team members to perform more efficiently leading to competitive advantage.
Speakers
avatar for Julien Nadaud

Julien Nadaud

SVP Innovation, Corcentric
A recognized global visionary in eProcurement and spend management, Julien was the Founder, Chairman and CEO of b-pack, which joined Determine, Inc. in 2015, and Corcentric in 2019.In his role as Determine’s Chief Product Officer and Corcentric SVP of Innovation, Julien’s focus... Read More →

Tuesday October 5, 2021 1:00pm - 2:00pm CDT
Live Online Stream
  Online Live Stream
 
Wednesday, October 6
 

1:00pm CDT

How to Get to Yes: Managing Contract Negotiations in Fintech
Have you ever wondered what the other side is thinking during contract negotiations? If so, this is the presentation for you. The presenters will give you a behind the scenes look at the negotiation from the perspective of both the financial institution and the Fintech vendor. Attendees can expect to learn what financial institutions expect from Fintech vendors, how parties can appropriately manage potential pain points associated with these contracts (including strategic, compliance, reputation, and other risks), tactics to avoid contract deal-breakers, and methods for closing the deal.
Speakers
avatar for Sarah Sargent

Sarah Sargent

Attorney, Godfrey & Kahn, S.C.
Sarah Sargent is a member of the Data Privacy & Cybersecurity Practice Group and Technology & Digital Business Practice Group. She holds the CIPP/US and CIPP/E certifications from the International Association of Privacy Professionals, allowingher to draw from both domestic and international... Read More →
avatar for Andrew Spillane

Andrew Spillane

Attorney, Godfrey & Kahn, S.C.
Andrew Spillane is an associate in the Banking & Financial Institutions and Technology & Digital Business Practice Groups in the Milwaukee office. Andrew focuses his practice on mergers and acquisitions, branch and loan portfolio sales, regulatory compliance, vendor management and... Read More →

Wednesday October 6, 2021 1:00pm - 2:00pm CDT
Live Online Stream
  Online Live Stream
 
Thursday, October 7
 

11:00am CDT

Can Cloud-Enabled Contact Centers Help Your Organization Develop a Competitive Edge?
Financial institutions and Fintechs are transforming the retail banking experience into a seamless, mobile-first customer experience by leveraging cloud communication solutions. By providing compliant, secure authentication services and omni-channel support, your customers can feel more secure sharing their data. Your employees benefit from quicker processing of customer requests/issues using the latest digital technologies. Understand how your organization can provide a more secure, consistent, and frictionless authentication experience for your customers and employees. During this session we will discuss:

  • Maintaining Security Policies Within the Cloud
  • Leveraging AI to Increase Customer and Employee Satisfaction
  • How to Simplify the Technology Upgrade Continuum
  • Cloud Migration Best Practices for Financial Institutions & Fintechs
Come away with the information you need to build a business case for a successful transition to the cloud. 
Speakers
avatar for Bob Backes

Bob Backes

Director – Financial Services Sales, Avaya
Bob Backes is the Director of Financial Services for Avaya’s Global Accounts. In this role he has accountability of establishing Avaya solutions that specifically meet and exceed the specialized and critical needs of large financial institutions. Bob spent 17 years as SVP at Wells... Read More →
avatar for Steve Millan

Steve Millan

Director – CX Transformation, Avaya
Steve Millan is a Director leading the CX Transformation team for Avaya. His role is to assist organizations in migrating from a traditional contact center support strategy to a Customer Experience focused strategy that spans technology, process, customer engagement, and cloud.Steve... Read More →

Thursday October 7, 2021 11:00am - 12:00pm CDT
Live Online Stream
  Online Live Stream

1:00pm CDT

Central Bank Digital Currencies (CBDC): Developments, Adoption and Challenges
Joel Telpner is one of the very few attorneys representing governments creating digital sovereign currencies. There are unique regulatory challenges that need to be solved on a global scale. Will Sovereign and/or CBDC (Central Bank Digital Currencies) replace private cryptocurrencies? What needs to be accomplished before CBDCs take off? How do CBDCs compare to stablecoins?
Speakers
avatar for Joel S. Telpner

Joel S. Telpner

Sr. Partner, Chair of Fintech & Blockchain Practice Group, Sullivan & Worcester LLP
Joel Telpner is a Senior Partner in the New York office of the global law firm, Sullivan & Worcester. He is chair of the Firm’s Fintech and Blockchain Practice. Joel is a highly-regarded trailblazer in the fintech, blockchain, and cryptocurrency space. His clients’ size and nature... Read More →

Thursday October 7, 2021 1:00pm - 2:00pm CDT
Live Online Stream
  Online Live Stream
 
Tuesday, October 12
 

11:00am CDT

Challenges and Opportunities When Using Cloud Solutions for Client Onboarding and Services
With Fintechs popping up like wild mushrooms and traditional banks diversifying their product offerings and selling channels, onboarding and servicing of customers has never been so important to FinServ organizations. The pandemic has taught us many things, one is to "never let a good crisis go to waste" and so in this session we will discover the areas of opportunity around the new client onboarding paradigm and how servicing differentiation can be attained through smart solutions enabled by Cloud patterns. You will also learn of some of the pitfalls involved in building out best in class solutions for the customer base of the future.
Speakers
avatar for William Higgins

William Higgins

Staff Solutions Engineer, Box
William Higgins is a Staff Solutions Engineer at Box and is the technical lead for the financial services industry group. He supports key strategic financial services accounts in the Southeast US and Canada. He has 25 years of IT experience working in the areas of Enterprise Content... Read More →
avatar for Vaneet Grewal

Vaneet Grewal

Managing Director, Financial Services, Box
Vaneet Grewal is the Managing Director of the Financial Services practice at Box Inc. He is responsible for all Banking, Capital Markets, Investment Management and Insurance customers and the Go To Market strategy that Box rolls out across Financial Services in the Content Platform... Read More →

Tuesday October 12, 2021 11:00am - 12:00pm CDT
Live Online Stream
  Online Live Stream
 
Wednesday, October 13
 

11:00am CDT

Thinking Outside The Recruiting Box: Strategies & Steps for Finding Fintech Talent
There is no greater asset to an organization than its people. As the crossover of finance and technology increases, how do you ensure you have equipped the right team to build the right solutions? With pricey recruiting costs, and lengthy hiring cycles, your hiring strategy is just as important as your technical solutions.

Learn how to build an efficient and forward-thinking strategy for hiring technology roles, and how companies are changing their perspective on traditional recruiting. Walk away with actionable steps you can implement to find, qualify and hire the right candidates to help propel your digital initiatives forward.
Speakers
avatar for Anthony Hughes

Anthony Hughes

CEO, Tech Elevator
Anthony is passionate about helping individuals change their lives and fulfill their true career potential. He is CEO and co-founder of Tech Elevator, a demand-driven in-person and online educational platform supporting individuals and companies reskill to meet the massive and growing... Read More →
avatar for Chuck Xenakis

Chuck Xenakis

Executive Director - Global Technology Recruiting, JPMorgan Chase& Co.
Starting his career as a technology “headhunter” in the days before email and the internet were mainstream, Chuck now has over 23 years experience in various recruiting roles. After spending nine years working for various agencies and consulting firms, he formed his own corporation... Read More →

Wednesday October 13, 2021 11:00am - 12:00pm CDT
Live Online Stream
  Online Live Stream

1:00pm CDT

Cryptography in a Quantum World: Will Financial Transaction and Data Be Safe?
Quantum computing promises significant breakthroughs that benefit all human kind in science, medicine, financial services, and more. But what does quantum computing mean for data security?

This session will provide an overview of the current state of the art in quantum computing. It will address the threats to the cryptographic mechanisms that constitute the backbone of current data security: Confidentiality, Integrity, and Authentication.

We will survey the current activities in quantum computing cryptography. This ranges from the Canadian Space Agency deploying a quantum cryptographic satellite in Earth's orbit by the end of 2022, to the U.S. National Institute of Standards and Technologies (NIST) working with companies like IBM to find cryptographic algorithms that can withstand attacks at a quantum level.

Attendees will gain an understanding of the threats, both current and imminent, that quantum computing poses to data security. Although a cryptography can be a complex topic, Mr. Hoffer has plenty of experience distilling the topic into pertinent, understandable concepts for all skill levels. Attendees will leave with a sense of relief for the near-term future, but a healthy respect for what is to come.
Speakers
avatar for Gregory Hoffer

Gregory Hoffer

CEO, Coviant Software
Greg Hoffer is CEO of Coviant Software, which makes secure file transfer automation software used by financial services companies throughout the world to exchange data easily and securely. Formerly, Mr. Hoffer was Vice President of Engineering at Globalscape, responsible for the architecture... Read More →

Wednesday October 13, 2021 1:00pm - 2:00pm CDT
Live Online Stream
  Online Live Stream
 
Thursday, October 14
 

1:00pm CDT

Drive Revenue and Supercharge Customer Relations by Thinking Like a Fintech
As Fintech rapidly redefines what is possible in the digital economy, businesses can harness the power of thinking like a Fintech to drive more revenue and get closer to their customers this year and beyond. With the pandemic drastically increasing the adoption of digital commerce and banking, learn how Fintechs are changing the economic landscape and what challenges and opportunities face Fintech innovation.

This session will discuss...
  •  How FinTechs have changed the economic landscape over the past few years
  •  Creating operational efficiencies (Plaid, for example, provides access to banking data.)
  •  Democratizing access to financial institutions (Robinhood, for example, is a platform for stock trading and neobanks, and has no fee retail banking)
  •  Growing the eCommerce sector (digital wallets have led to higher conversion; in-store to online commerce during the pandemic facilitated by mobile checkout)
  •  Making the world smaller, cross-border money movement getting faster, less expensive (Digital currencies, Transferwise, Novi, Checkout.com - single API for all regions, OCT payouts)
  •  Regulatory hurdles - FinTechs have to invest in multi-year licensing and compliance hurdles
  •  Security / risk: banking & payments data are some of the most sensitive things to handle, so companies need to ensure they can’t get that wrong as one bad move and you’ve lost your customers’ trust. 
Speakers
avatar for Tracy Meng

Tracy Meng

VP, Head of Global Partnerships & Partner Engineer, Checkout.com
Tracy Meng is the VP of Strategic Partnerships at Checkout.com, a leading international provider of online payment solutions. Tracy leads a global team that drives business development & strategic partnerships across e-commerce, subscriptions, fintech, and other strategic verticals.Prior... Read More →

Thursday October 14, 2021 1:00pm - 2:00pm CDT
Live Online Stream
  Online Live Stream
 
Friday, October 15
 

1:00pm CDT

Fintech Strategies: Build Buy or Partner
This is a session deAll financial service organizations that want to offer and/or utilize a fintech solution must determine one of three paths: Build, Buy or Partner.  This panel discussion will discuss how organizations can evaluate the current fintech needs, marketplace and potential opportunities.  Further, the panelist will discuss how enterprises can partner with venture capitalist firms to gain strategic insight into the dynamic fintech marketplace and learn about upcoming fintech trends. scription
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 Dov Marmor

Dov Marmor

COO, N. America, Railsbank
Dov is a FinTech executive, co-host of FinTech Rapid Fire with Scarlett Sieber, FinTech Lecturer at Cornell business school, and Forbes contributor. He has led 3 API platform businesses in Payments as a Service (PaaS), Banking as a Service (BaaS) and Credit Cards as a Service (CCaaS).He... Read More →
avatar for Jean-Philippe RUAULT

Jean-Philippe RUAULT

Chief Technology & Strategy Officer, Panini
Jean-Philippe is the Chief Technology & Strategy Officer of Panini and has over 25 years of experience in the Financial, Fintech, Telecom, and Retail sectors. Over the course of his career, he has consistently guided companies globally to transform in expending their activities to... Read More →
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 15, 2021 1:00pm - 2:00pm CDT
Live Online Stream
  Panel Discussion
 
Monday, October 18
 

11:00am CDT

Fitnech + Banking Panel Discussion
This is a session description.
Speakers
avatar for Tom Walsh

Tom Walsh

Financial Services Account Director, Ekata
Tom Walsh is an Account Director with Ekata’s Financial Services team, specializing in data-driven risk assessments powered by dynamic, probabilistic datasets. Tom helps companies optimize their onboarding process to create equity with the underbanked, democratize financial access... Read More →
TO

Thomas Ormseth

EVP Digital Channels and Transaction Banking, Wintrust Financial
avatar for Frida Roneus

Frida Roneus

Director, Head of Digital Strategy and Innovation and Fintech Lead Information Systems, Planning Department Americas Div, Sumitomo Mitsui Banking Corporation
Frida Roneus is Head of Digital Strategy and Innovation and Fintech Lead with SMBC’s Strategy & Transformation Department. Frida joined the firm in January 2021 where she is responsible for the digital strategy agenda, transformation, opportunity shaping, and incubation to deliver... Read More →

Monday October 18, 2021 11:00am - 12:00pm CDT
Live Online Stream
  Panel Discussion
 
Tuesday, October 19
 

11:00am CDT

Trust and Adoption of Artificial Intelligence in the Financial Services Industry
Only 10% of organizations investing in AI are achieving significant financial benefits. One important factor is the underestimated role of mutual learning between humans and machines in generating value especially in a customer centric industry such as finance and banking. Understanding the barriers to adoption of AI is essential to overcoming the trust factor. It is not about changing processes to use AI, but rather systematically and continuously learning with AI and data.
Speakers
avatar for Rogayeh Tabrizi, PhD

Rogayeh Tabrizi, PhD

Co-Founder & CEO, Theory & Practice Business Intelligence Inc.
Rogayeh is the Co-Founder and CEO of Data Science firm Theory+Practice, which specializes in bringing advanced AI solutions to the Financial Services and Retail Industries.She received her MSc in experimental particle physics at Simon Fraser University and worked on the ATLAS Detector... Read More →

Tuesday October 19, 2021 11:00am - 12:00pm CDT
Live Online Stream
  Online Live Stream

1:00pm CDT

How Blockchain Technology Is Driving Innovation in B2B Payments
The B2B Payments landscape on traditional rails is riddled with challenges such as speed, lack of transparency, high fee structure and long processing times. The pandemic has underscored how the buyer to supplier value chain can suffer with the often manual, labor-intensive business payment processes. It is estimated that 42% of B2B payments are still made with paper checks in the United States and 75% of the 25+ billion invoices exchanged annually still require manual processing. The time for digitization is now.

Businesses and financial institutions need to adapt their systems and processes and provide secure, cheaper, faster payments with efficient cash flow management and better client experience. In this session we'll learn how banks can embrace blockchain technology to modernize the B2B payment systems, blend old with new to stay relevant yet ahead of the curve.
Speakers
avatar for Swetha Kolli

Swetha Kolli

Director, Integrations Engineering, Bolt Financial Inc.,
Swetha Kolli is Director of Integrations Engineering at Bolt Financial, the platform pioneering next generation of e-commerce and creating best-in-class buying experience from checkout to fraud detection, payments and more. She is responsible for working with customers to build new... Read More →

Tuesday October 19, 2021 1:00pm - 2:00pm CDT
Live Online Stream
  Online Live Stream
 
Wednesday, October 20
 

11:00am CDT

Common Mistakes / Pitfalls When Automating Incentive Compensation Programs for Fintechs and Financial Services
Sales Performance Management (SPM) is a fast-growing technology category gaining traction with companies looking to automate their incentive compensation programs. Firms considering SPM platforms often find it difficult to understand the features, capabilities, and usefulness of these packages, which are sometimes marketed with vague descriptions and confusing jargon.

This session takes a closer look at the more frequent, or common, missteps companies make when selecting and deploying SPM solutions. Exploring these common pitfalls, the presentation will provide insights, guidance, and tools to help your company ensure you don’t fall victim and end up with a solution that will ultimately fail to deliver on your expected ROI.

Session take-aways:
  •     How are companies defining Sales Performance Management (SPM)
  •     Overview of SPM Solution providers (and their capabilities) supporting the FinServ and FinTech industries
  •     SPM selection/deployment missteps and strategies to avoid making them
  •     Financial Services SPM case study of U.S. Bank
Speakers
avatar for Robert Blohm

Robert Blohm

Chief Revenue Officer, OpenSymmetry, LLC
Robert Blohm is a Senior Partner at OpenSymmetry. With 20 years of experience in sales effectiveness, performance management, and technology, he has managed consulting projects for SMBs to Fortune 100 companies. Robert is a recognized as a Thought Leader in Sales Performance Management... Read More →

Wednesday October 20, 2021 11:00am - 12:00pm CDT
Live Online Stream
  Online Live Stream

1:00pm CDT

Boost Customer Growth by Quickly & Confidently Onboarding More Thin-File Customers
Almost half of Gen Zers between 21 and 25 years old don’t have a credit card, according to a recent Cornerstone Advisors study. This growing population of thin-file customers presents a challenge for financial institutions that seek to expand their customer base without creating friction for good customers or inviting increased risk.

Kurt Weiss, Director of Financial Services at Ekata, explains how using traditional data—such as credit risk and document verification—alongside alternative data based on personal identifiable information can help financial institutions quickly and confidently identify and onboard good thin-file customers while protecting against increased fraud.
 
Main topics discussed during this presentation include:
  • How alternative data can aid identity verification for a growing population of thin-file customers—including Millennials, Gen Zers, and immigrants
  • How machine-learning technologies can streamline workflows that enable better, quicker risk decisions for thin-file customers
  • Why a competitive financial services marketplace necessitates faster, more nimble risk decision-making and onboarding to capture more customers’ lifetime value
Speakers
avatar for Kurt Weiss

Kurt Weiss

Director of Enterprise Sales, Ekata
Kurt Weiss leads Ekata’s Digital Finance practice. He works closely with Ekata’s partners in financial services and fintech to understand their workflows and how best to leverage data to improve the process. He’s passionate about learning what makes his customers’ product... Read More →

Wednesday October 20, 2021 1:00pm - 2:00pm CDT
Live Online Stream
  Online Live Stream
 
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
  Online Live 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
  Online Live 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
  Online Live 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 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
  Panel Discussion
 
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