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Key Sessions

Alex Tapscott

Kick Off Keynote Calling the Shots in the Crypto World

Co-Author Blockchain Revolution

Sean Sposito

Moderated discussion –An in-depth Look at World of Cyber Security and Risk Management

Javelin Strategy & Research

8:00am - 8:55am 55 mins
Registration, Breakfast & Networking
8:55am - 9:00am 5 mins
General Session
Chairman’s Opening Remarks
  • Chair Dave Birch - Global Ambassador, Consult Hyperion
9:00am - 9:40am 40 mins
Info
General Session
Analyst All-Stars - Fintech: What’s Hot
  • Moderator Julie Muhn - Senior Research Analyst, Finovate
  • Jacob Jegher - Senior Vice President, Banking and Head of Strategy, Javelin Strategy & Research
  • Alyson Clarke - Principal Analyst, Forrester
  • Daniel Latimore - Senior Vice President, Banking Group, Celent
  • Thad Peterson - Senior Analyst, Aite Group

Leading fintech research analysts take the stage for 7 minutes each to present key opportunities for banks and other financial services providers.

9:40am - 10:30am 50 mins
General Session
Kick Off Keynote Calling the Shots in the Crypto World
  • Alex Tapscott - Author, Advisor, Blockchain & Cryptocurrency, Co-Author Blockchain Revolution
10:30am - 10:45am 15 mins
Info
General Session
Connected Experiences and The Third Era of Commerce
  • Kurt Bilafer - General Manager, Americas, Amazon Pay

Since the emergence of digital, commerce has been in a state of transformation, first with e-commerce and then with the rise of mobile and m-commerce. Today, we are in the very early stages of a new era: voice commerce and we see it as a powerful medium that will transform our day-to-day and how we purchase. Central to the emergence of voice is building connected experiences for customers so they can interact and transact where, when and how they want. Their choice, and at their convenience. Kurt Bilafer will share how voice commerce will redefine the ideal customer experience and how early adopters will win in the long term.

10:45am - 11:15am 30 mins
Info
General Session
Intermission, Refreshments & Networking
  • Alex Tapscott - Author, Advisor, Blockchain & Cryptocurrency, Co-Author Blockchain Revolution

Invitation Only: Fireside Chat with Alex Tapscott, Author, Adviser, Blockchain & Cryptocurrency

11:15am - 11:30am 15 mins
Info
General Session
Short & Sharp Dueling Debate: The Future of Digital Financial Services?
  • Moderator Jeremy Balkin - Head of Innovation, HSBC
  • Presenter Nicolas Kopp - US CEO, N26
  • Rod Sayegh - SVP, Wealth Digital, Desktop, and Innovation, Wells Fargo

6 min position, 2 min response from other side, 1 min rebuttal

11:30am - 11:45am 15 mins
Info
General Session
Short & Sharp Dueling Debate: The Future of Digital Financial Services? Digital vs Physical Payment Methods.
  • Moderator Sonia Wedrychowicz - Managing Director, Head of Technology Transformation Consumer and Community Bank, JPMorgan Chase
  • Vaduvur Bharghavan - CEO, Ondot Systems
  • Seth Harvey - President, Travelex

6 min position, 2 min response from other side, 1 min rebuttal

11:45am - 12:00pm 15 mins
Info
General Session
Quick & Bold Panel Discussion: Digital Transformation
  • Moderator Jo Ann Barefoot - CEO, Barefoot Innovation Group
  • Nischal Piratla - Director, Deutsche Bank Innovation Labs
  • Valentina Isakina - Managing Director of Financial Institutions, JobsOhio
  • Luvleen Sidhu - Co-Founder, President, & Chief Strategy Officer, BankMobile

AI based systems, workflow automation in banking, data based intelligence on consumer transactions, seamless systems, customer satisfaction and much more

12:00pm - 12:30pm 30 mins
General Session
Moderated discussion –An in-depth Look at World of Cyber Security and Risk Management
  • Moderator Sean Sposito - Analyst Cybersecurity, Javelin Strategy & Research
  • Cris Thomas - Global Strategy Lead, IBM X-Force Red, White Hat Hacker
  • Kedar Samant - Co-Founder and Chief Technology Officer, Simility
  • Gabrielle Haddad - Co-Founder & Chief Operating Officer, Sigma Ratings, Inc.
  • Michael Leary - SVP - Risk Strategy, Bureau, and Third Party Execution Director, US Bank
12:30pm - 1:30pm 60 mins
Info
Lunch & Networking
  • Presenter Brett King - CEO and Founder, Moven
  • Topical Luncheon Lead Aditya Khurjekar - CEO & Founder, MEDICI
  • Topical Luncheon Lead Megan Hayes - Program Director, SBC Colab FinTech
  • Topical Luncheon Lead Chad Watkins - Director, Market Intelligence, Informa Research Services
  • Topical Luncheon Lead Helen Sullivan - Senior Vice President, American Bankers Association
  • Topical Luncheon Lead Jeff Sears - Founder & Director, Nine Dynamics

Invitation Only: Fireside Chat with Brett King, Founder & Executive Chairman, Moven – Can US Compete with China in FinTech


Interactive Roundtable Discussions:


Global Trends in FinTech, RegTech and InsurTech Led by Aditya Khurjekar, CEO & Founder, MEDICI

Collaborating with FinTechs to Drive Transformation and Accelerate Change Led by Megan Hayes, Program Director, SBC Colab FinTech

Maximizing Digital Adoption – Do the Customers Want What We Are building? Led by Chad Watkins, Director, Market Intelligence, Informa Research Services

Digital Lending Led by Helen Sullivan, ABA Business Innovation

Building an Investing Revolution Through Cloud Technology, AI and Data Science Led by Jeff Sears, Founder & CEO, Nine Dynamics

1:30pm - 1:35pm 5 mins
Banking & Payments Stage
Chair's Welcome
  • Chair Suraya Randawa - Head of Research, Mapa Research
1:30pm - 1:35pm 5 mins
Digital Lending Stage
Chair's Welcome
  • Michael Heffner - VP, Global Financial Services and Insurance Industry Lead, Appian
1:30pm - 1:35pm 5 mins
Wealth Management & Investing Stage
Chair's Welcome
  • Chair Sanjeev Khati - Head of Business Development-Banking & Financial Services USA, Tata Consultancy Services
1:30pm - 1:35pm 5 mins
Emerging Technologies Stage
Chair's Welcome
  • Chair Steven Ramirez - CEO, Beyond the Arc
1:35pm - 2:00pm 25 mins
Banking & Payments Stage
Voice Banking: NXTGEN BANKING via AI and Natural Language Processing
  • Moderator Sunayna Tuteja - Head of Strategic Partnerships and Emerging Technology, TD Ameritrade
  • Tyler McIntyre - Founder, Bank Novo
  • Theodora (Theo) Lau - Innovator Technologist and Connector, Unconventional Ventures
  • Chett Matchett - Managing Director of Operations – Innovation, ATB Finacial
1:35pm - 2:00pm 25 mins
Digital Lending Stage
Alt Credit Scores: Lender & Fintech Share Future Vision
  • Moderator Bradley Leimer - Managing Director and Head of Fintech Strategy, Explorer Advisory & Capital
  • Elena Mesropyan - Global Head of Content, MEDICI
  • Dipanjan Das - Senior Director; Head of Product X-Buy, Capital One
  • Aristotle Socrates - Chief Data Scientist, Juvo
  • Houman Motaharian - President & Chief Revenue Officer, LendingPoint
1:35pm - 2:00pm 25 mins
Wealth Management & Investing Stage
Crypto Exchanges
  • Moderator Katia Lang - Co-Founder & CEO, The Fintech Times
  • Gil Beyda - Managing Director, Comcast Ventures
  • Richard McBeath - VP of Growth, Masterworks
  • Dan Westgarth - General Manager, North America, Revolut
  • Michael Sobel - Co-founder & Managing Director, Scenic Advisement
1:35pm - 2:00pm 25 mins
Emerging Technologies Stage
Demystifying the Myth:Separating the Blockchain Hype from the Reality - The Good, the Bad and the Future of Money Supply
  • Moderator Steven Ramirez - CEO, Beyond the Arc
  • Daniel Gorfine - Director, LabCFTC and Chief Innovation Officer, CFTC (U.S. Commodity Futures Trading Commission)
  • Henry Liu - Chief Investment Officer, Yeoman’s Capital
  • Hari Ramamurthy - CTO & Technical Architect, Kuflink
2:00pm - 2:30pm 30 mins
Banking & Payments Stage
P2P Payments: How Maturing Millennials are Driving Next Generation of Payments with Mobile Banking
  • Moderator Suraya Randawa - Head of Research, Mapa Research
  • Jeremy Balkin - Head of Innovation, HSBC
  • Emmett Higdon - Director, Digital Banking, Javelin Strategy & Research
  • Max Yevdokimov - Chief UX Officer, Tinkoff.ru
  • Daniel Chatelain - CEO, Paykademy
  • Ian Sigalow - Co-Founder & Partner, Greycroft LLC
2:00pm - 2:30pm 30 mins
Digital Lending Stage
Onstage Interview: Winning with Marketplace Lending
  • Moderator Lisa Gold Schier - Group Senior Vice President, American Bankers Association (ABA)
  • Seph Mard - Model Validation Product Head, DataRobot
2:00pm - 2:30pm 30 mins
Wealth Management & Investing Stage
Retirement: Big FI & Fintech Share Future Vision
  • Moderator Robin Weiss - Head of US East Coast Innovation Ecosystem, Fidelity Investments
  • Daniel Gusev - Managing Partner, Gauss Ventures
  • Randy Fernando - Managing Director, Head of Invest, Acorns
  • Peter Fishman - Senior Vice President - Head of Digital Investment Solutions, Citizens Bank
  • Henry Yoshida - Founder & CEO, Rocket Dollar
2:00pm - 2:30pm 30 mins
Emerging Technologies Stage
Transforming Legacy Businesses with AI – Building win-win Partnerships while Focusing on Utility, Practicality and Efficiency
  • Moderator Gavan Corr - Principal, Financial Services, Google Cloud
  • Mary Jane Ajodah - Vice President, Operations Strategy, BNY Mellon
  • Christopher Musto - SVP, Head of Digital Strategy, Citizens Bank
  • Sachin Sinha - Senior Vice President, Global Delivery, Orion Business Innovation
  • Alberto Silva - SVP, Head of Product for Lending, Capital One Commercial Bank
2:30pm - 3:00pm 30 mins
Banking & Payments Stage
The Era of Conversational Banking
  • Moderator Elena Mesropyan - Global Head of Content, MEDICI
  • Ken Dodelin - VP of Conversational AI Products, Capital One
  • Jason Mars - CEO and University of Michigan professor, Clinc
  • John Kelly - Client Partner, Financial Services, LivePerson
  • Chris Zahner - SVP, Head of US Digital Channels and Service, Citi
2:30pm - 3:00pm 30 mins
Digital Lending Stage
The Power of POS Financing
  • Moderator David Penn - Research Analyst, Finovate
  • Tom Burnside - CEO & Co-Founder, LendingPoint
  • Tomo Matsuo - Senior Vice President, MCA, Paysafe
  • Arun Tripathi - Senior Vice President, Head of Mortgage Products, Pricing and Capital Markets, HSBC
2:30pm - 3:00pm 30 mins
Wealth Management & Investing Stage
Attracting New Investors
  • Moderator Nathan Richardson - Co-Founder, Trade It
  • Lisha Davis - Head of Innovation, Vanguard
  • Vamsi Potukuchi - VP Financial Institutions & SEF Department, Intesa Sanpaolo S.p.A
  • Joerg Landsch - Head Innovation Labs Americas, Deutsche Bank
  • Jennifer Lee - Vice President, Edison Partners
  • Sanjeev Khati - Head of Business Development-Banking & Financial Services USA, Tata Consultancy Services
2:30pm - 3:00pm 30 mins
Emerging Technologies Stage
Data as Oxygen for Your Business
  • Moderator Tom Keiser - COO, Zendesk
  • Patrick Kelly - AVP Digital Development, USAA
  • Jerry Gupta - SVP Group Strategy, Swiss Re Management (US) Corporation
  • Mahima Chawla - Product Manager at Square Capital, Square
  • Guru Rao - Vice President of Technology, Lincoln Investments
  • Pini Yakuel - CEO and Founder, Optimove
3:00pm - 3:30pm 30 mins
Banking & Payments Stage
Shakeout: Transforming Payments with New Technologies and Competitors - Customer Convenience and Ease at the Forefront
  • Moderator Vivek Bajaj - Global Vice President, Watson Financial Services Solutions IBM Industry Platforms, IBM
  • Andrew Boyajian - Head of Banking, North America, Transferwise
  • Vaduvur Bharghavan - CEO, Ondot Systems
  • Frank Lynch - Executive Director, J.P. Morgan
  • Sunayna Tuteja - Head of Strategic Partnerships and Emerging Technology, TD Ameritrade
  • Mary Ann Francis - Global Head of Strategy & Product, DXC Technology
3:00pm - 3:30pm 30 mins
Digital Lending Stage
Quick and Easy: SMB Funding
  • Moderator Katie Llanos-Small - Editor and Founder, iupana
  • David Snitkof - Head of Data Integration & Insights, Kabbage
  • Shea Wallon - SVP & Managing Director of Financial Venture Fund, Fitch Ventures
  • Phil Roberts - , Senior Vice-President of Business Development, Extend
3:00pm - 3:30pm 30 mins
Wealth Management & Investing Stage
Should we be Wary of Robo-Advisors?
  • Moderator Bradley Leimer - Managing Director and Head of Fintech Strategy, Explorer Advisory & Capital
  • Vinod Raman - Product Management & Digital Advice Solutions Vice President, Fidelity Investments
  • Daniel Egan - Director of Behavioral Finance and Investing, Betterment
  • Lule Demmissie - Managing Director, Investment Products & Digital Guidance, TD Ameritrade
  • Lara Druyan - Managing Director, Head of Innovation, RBC
3:00pm - 3:30pm 30 mins
Emerging Technologies Stage
Bank, Insurance & Fintech Partnerships - Generating Value
  • Moderator George Anderson - CEO & Founder, Ninth Wave
  • Nathalie Dore - Chief Digital and Acceleration Officer, BNP Paribas Cardif
  • Matt Ribbens - SVP Enterprise Digital Strategy, BB&T
  • Dave Mooney - President and CEO, Alliant Credit Union
  • Travis Skelly - Senior Vice President, Venture Investing, Citi Ventures
  • Michael Roberts - Chief Marketing & Digital Strategy Officer, Bank of America Merchant Services
3:30pm - 4:00pm 30 mins
Intermission, Refreshments & Networking
4:00pm - 4:50pm 50 mins
General Session
Breaking Banks Power Hour Chat: It’s Happening! Live Podcast
  • Jim Marous - Co-publisher of The Financial Brand and Owner/Publisher of the Digital Banking Report, The Financial Brand / Digital Banking Report
  • JP Nicols - Managing Director, FinTech Forge
  • Brett King - CEO and Founder, Moven
  • Moderator Greg Palmer - VP, Strategy, Finovate
4:50pm - 5:30pm 40 mins
Info
General Session
The Finovate Finale! Accelerator/Incubator/Lab Showcase
  • Moderator Greg Palmer - VP, Strategy, Finovate
  • Accelerator Jon Zanoff - Managing Director, Techstars - Barclays Accelerator
  • Laura Spiekerman - Co-founder & CRO, Alloy
  • Perrin Quarshie - Founder & CEO, RealBlocks
  • Accelerator Sunny Parikh - Senior Director, Partnership Fund for NYC, FinTech Innovation Lab
  • Liz Maida - Co-Founder & CEO, Uplevel Security
  • Benjamin Cohen - CEO & Founder, T-REX
  • Accelerator Matt Armstead - Managing Director, FintechAccel
  • Travis Holoway - CEO & Co-Founder, SoLo Funds
  • Paris Benson - CEO & Founder, Wizely Finance
  • Accelerator Mahati Sridhar - Investment Associate, Queen City Fintech
  • Christian Zimmerman - Co-founder & CEO, Qoins
  • Andrew Gowasack - Co-founder, Trust Stamp

4 accelerators each showcase 2 of their hottest portfolio companies in 3-minute pitches in this high-energy and thought provoking conclusion to FinovateFall

5:30pm - 5:35pm 5 mins
General Session
Chair’s Closing Remarks & End of Conference
8:00am - 8:55am

Registration, Breakfast & Networking

More
Showing of Streams
12:30pm - 1:30pm
Info

Lunch & Networking

Invitation Only: Fireside Chat with Brett King, Founder & Executive Chairman, Moven – Can US Compete with China in FinTech


Interactive Roundtable Discussions:


Global Trends in FinTech, RegTech and InsurTech Led by Aditya Khurjekar, CEO & Founder, MEDICI

Collaborating with FinTechs to Drive Transformation and Accelerate Change Led by Megan Hayes, Program Director, SBC Colab FinTech

Maximizing Digital Adoption – Do the Customers Want What We Are building? Led by Chad Watkins, Director, Market Intelligence, Informa Research Services

Digital Lending Led by Helen Sullivan, ABA Business Innovation

Building an Investing Revolution Through Cloud Technology, AI and Data Science Led by Jeff Sears, Founder & CEO, Nine Dynamics

  • Presenter Brett King - CEO and Founder, Moven
  • Topical Luncheon Lead Aditya Khurjekar - CEO & Founder, MEDICI
  • Topical Luncheon Lead Megan Hayes - Program Director, SBC Colab FinTech
  • Topical Luncheon Lead Chad Watkins - Director, Market Intelligence, Informa Research Services
  • Topical Luncheon Lead Helen Sullivan - Senior Vice President, American Bankers Association
  • Topical Luncheon Lead Jeff Sears - Founder & Director, Nine Dynamics
More
Showing of Streams
3:30pm - 4:00pm

Intermission, Refreshments & Networking

More
Showing of Streams