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Informa

08:15 - 09:05 50 mins

Main agenda

Breakfast

09:05 - 09:15 10 mins

Main agenda

Welcome remarks

09:15 - 09:45 30 mins

Main agenda

Finovate Best in Show

In depth conversation with the Best of Show winners on the winning tech themes and innovative business models  

Panelists: Best in Show Winners  

  • Chair David Penn - Research Analyst, Finovate

09:45 - 11:00 75 mins

Main agenda

Analyst All-Stars

Leading fintech research analysts take the stage for 7 minutes each to present key opportunities for the future.

  • speaker Daniel Latimore - Senior Vice President, Banking Group, Celent
  • Speaker Alyson Clarke - Principal Analyst, Forrester
  • Speaker Jacob Jegher - Senior Vice President, Banking and Head of Strategy, Javelin
  • speaker Jim Marous - Publisher / Fintech Strategist, The Financial Brand/The Digital Banking Report
  • speaker Ron Shevlin - Head of Research, Cornerstone Advisors
  • speaker Kevin Morrison - Senior Research Analyst, Aite
  • Speaker Stessa Cohen - Research Director, Gartner
  • Speaker James Wester - Research Director, IDC Financial Insights

11:00 - 11:30 30 mins

Main agenda

Refreshment and networking break

11:30 - 12:00 30 mins

Main agenda

Fireside Chat: The future of fintech regulation

  • speaker Keith Noreika - Acting Comptroller of the Currency, Office of the Comptroller of the Currency
  • Chair Anna Irrera - Journalist, Reuters

12:00 - 12:30 30 mins

Main agenda

Interview with a founder

  • Chair Bradley Leimer - Managing Director and Head of Fintech Strategy, Explorer Advisory & Capital
  • Speaker Jon Stein - CEO and founder, Betterment

12:30 - 13:55 85 mins

Main agenda

Lunch and networking

13:55 - 14:10 15 mins

Digital Markets Summit

Introductory keynote/Welcome

  • Speaker R Jesse McWaters - Projet Lead, World Economic Forum

13:55 - 14:10 15 mins

Banking & Payments Summit

Introductory keynote/Welcome

  • Speaker David Birch - Director of Innovation, Consult Hyperion

13:55 - 14:10 15 mins

Digital Lending Summit

Introductory keynote/Welcome

  • Speaker Neil O'Brien - Independent Consultant, Digital Consulting

13:55 - 14:10 15 mins

Wealth Management & Investing Summit

Introductory keynote/Welcome

  • Speaker Kapin Vora - Partner, North American Wealth Management, Capco
  • Speaker Toby Henry - Digital Wealth Practice Lead, Capco
  • Summit Chair Damon Gatison - Principal, Capco

13:55 - 14:10 15 mins

RegTech & InsurTech Summits

Introductory keynote/Welcome

  • Speaker/Session Chair Simon Moss - Financial Technology Entrepreneur and Innovation Leadership, Grant Thornton LLP

14:10 - 14:40 30 mins

Banking & Payments Summit

Digital banking: Building customer centric banking solutions

  • Speaker Peter Poon - Head of Digital Innovation and Channel Strategy, BMO Financial Group
  • Speaker Oded Shoshany - CEO, CeleritiFinTech
  • Speaker Adam Hoffman - SVP, Head of Industry Specialization and Receivables Product Development, Capital One
  • Speaker Reginald Jones - Sales Director, Samsung
  • Chair David Birch - Director of Innovation, Consult Hyperion

14:10 - 14:40 30 mins

Digital Lending Summit

Innovations in Digital Consumer Lending

  • Speaker Alyson Clarke - Principal Analyst, Forrester
  • Speaker Adam Dell - Founder & CEO, Clarity Money
  • Chair Neil O'Brien - Independent Consultant, Digital Consulting
  • Speaker Diwakar (Dee) Choubey - Co-Founder & CEO, MoneyLion

14:10 - 14:40 30 mins

Wealth Management & Investing Summit

Women and Investing

  • Speaker Alexandra Taussig - Senior Vice President, Personal Investing, Fidelity Investments
  • Chair Ghela Boskovich - Head of Fintech/Regtech Partnerships, Rainmaking
  • Speaker Charlie Kroll - Co-founder and President, Ellevest

14:10 - 14:40 30 mins

RegTech & InsurTech Summits

RegTech: Innovating regulatory compliance

  • Chair Pascal Bouvier - Venture Partner, Santander Innoventures
  • Speaker Paul McCulloch - CEO, Helm Solutions
  • Speaker Oliver Harris - FinTech & In-Residence Lead, JP Morgan
  • Speaker Simon Moss - Financial Technology Entrepreneur and Innovation Leadership, Grant Thornton LLP
  • Speaker Beth Knickerbocker - Chief Innovation Officer, Office of the Comptroller of the Currency (OCC)

14:10 - 14:40 30 mins

Digital Markets Summit

Financial inclusion: New tools to serve the underbanked

  • Speaker Dinis Guarda - CEO and Chief Strategy Officer, Humaniq
  • Speaker Valentina Isakina - Managing Director, JobsOhio
  • Speaker Pablo García Arabéhéty - Digital Finance Expert, CGAP
  • Chair Matt Grasser - Deputy Director, Inclusive Fintech, BFA

14:40 - 15:10 30 mins

Banking & Payments Summit

AI, Banks, and Chatbots: The ABCs of intelligent financial assistants

  • Speaker Jason Mars - CEO and University of Michigan professor, Clinc
  • Speaker Darrius Jones - AVP Enterprise Innovation, USAA
  • Speaker Hari Gopalkrishnan - Managing Director, Client Facing Platforms Technology, Bank of America
  • Chair Michael Meyer - CEO, RegTechLab

14:40 - 15:10 30 mins

Digital Lending Summit

Alt credit scores: How to enhance your underwriting model using big data and machine learning

  • Speaker Alan Martinez - VP, Global Delivery, Entrepreneurial Finance Lab [EFL Global]
  • Chair Lucien De Voux - Director of Market Planning, LexisNexis Risk Solutions
  • Speaker Mike Armstrong - President, ZestFinance
  • Speaker Sean Naismith - Head of Analytics Services, Enova

14:40 - 15:10 30 mins

Wealth Management & Investing Summit

New asset classes enabled by technology

  • Speaker Milind Mehere - Founder & CEO, YieldStreet
  • Speaker Alexander Koles - Managing Director and Founder, Evolve Capital Partners
  • Speaker Savneet Singh - Savneet, Tera Holdings
  • Chair Ben Cukier - Partner, Centana Growth Partners

14:40 - 15:10 30 mins

RegTech & InsurTech Summits

RegTech sandboxes and start-ups: Supporting the development of an ecosystem

  • Chair Ghela Boskovich - Head of Fintech/Regtech Partnerships, Rainmaking
  • Speaker Kabir Kumar - Director of Policy and Ecosystem Building, Omidyar Network
  • Speaker Jo Ann Barefoot - CEO, Barefoot Innovation Group
  • Speaker Conan French - Senior Advisor for Innovation and Fintech, Institute of International Finance (IIF)
  • Speaker Dan Quan - Senior Advisor to Director Richard Cordray, Consumer Financial Protection Bureau (CFPB)

14:40 - 15:10 30 mins

Digital Markets Summit

Young people and financial services: Creating the foundations for financial literacy

  • Speaker Mimi Chan - Founder and CEO, Littlefund
  • Speaker Mr Ederick Lokpez - Director Engagement Strategy, Customer Experience Office, U.S. Bank
  • Chair Lisa Moyle - Director of Strategy, Finovate / Informa

15:10 - 15:40 30 mins

Banking & Payments Summit

Refreshment and networking break

15:10 - 15:40 30 mins

Digital Lending Summit

Refreshment and networking break

15:10 - 15:40 30 mins

RegTech & InsurTech Summits

Refreshment and networking break

15:10 - 15:40 30 mins

Digital Markets Summit

Refreshment and networking break

15:40 - 16:10 30 mins

Banking & Payments Summit

P2P payments: Maturing millennials and the future of P2P transfers

  • Chair Gilles Ubaghs - Senior Analyst Financial Services Technology - Payments, Ovum
  • Speaker John Kunze - Vice President, Global Consumer Product, Xoom and TIO Networks, PayPal
  • Speaker Kate Huyett - Head of Growth, North America, Transferwise
  • Speaker Scott Harkey - Global Payments Lead, Levvel

15:40 - 16:10 30 mins

Digital Lending Summit

Digital mortgages: How mobile is changing the rules of mortgage originations

  • Speaker Vishal Garg - Founder & CEO, Better Mortgage
  • Speaker John Newlin - Senior Manager, Residential Mortgage and Consumer Lending Consulting Practice for North America, Accenture
  • Chair Stessa Cohen - Research Director, Gartner
  • Speaker Sandeep Aji - VP of Products, Roostify

15:40 - 16:10 30 mins

Wealth Management & Investing Summit

Banks and robos: Build vs buy

  • Speaker Jane Barratt - Founder and CEO, GoldBean
  • Chair Michael Meyer - CEO, RegTechLab

15:40 - 16:10 30 mins

Digital Markets Summit

Millennials: On ramps for millennials

  • Speaker Ramona Ortega - Founder and CEO, My Money My Future
  • Speaker Vicki Zhou - Co-founder, WiseBanyan
  • Chair William Mills III - CEO, William Mills Agency
  • Speaker Zor Gorelov - CEO & Co-Founder, Kasisto

15:40 - 16:10 30 mins

RegTech & InsurTech Summits

InsurTech: Conversation with an incumbent

meeting the challenge digital disruption

  • Speaker Sarah Street - EVP of Innovation and Strategy, XL Catlin
  • Chair Scarlett Sieber - Chief Innovation Officer, Opus Bank

16:10 - 16:40 30 mins

RegTech & InsurTech Summits

InsurTech: Conversation with a challenger

  • Speaker Michael Rudoy - Co-Founder and CEO, Jetty
  • Chair Mark Greene - Director, SafetyNet

16:10 - 16:40 30 mins

Digital Markets Summit

Seniors: Fintech, seniors, and the longevity economy

  • Speaker Jody Holtzman - Senior Vice President, Market Innovation, AARP
  • Speaker Elizabeth Loewy - Co-founder and General Counsel, EverSafe
  • Chair Jacob Jegher - Senior Vice President, Banking and Head of Strategy, Javelin
  • Speaker Matt Carey - Co-founder and CEO, Blueprint Income

16:10 - 16:40 30 mins

Banking & Payments Summit

Challenger banks: A challenger is born: A Look from the inside

  • Speaker Luvleen Sidhu - Co-Founder, President, & Chief Strategy Officer, BankMobile
  • Chair Ranjit Palkar - Partner, Digital Group, Capco
  • Speaker Norris Koppel - Founder and CEO, Monese
  • Speaker Martin Murrell - hief Operating Officer and Senior Executive Vice President of Consumer Banking, Amalgamated Bank

16:10 - 16:40 30 mins

Digital Lending Summit

Small biz lending: Using alt lenders to fit the ranging needs of your SMB clients

  • Speaker Kathryn Petralia - President, Chief Operating Officer and Co-Founder, Kabbage
  • Speaker Noah Breslow - Chief Executive Officer and Chairman, OnDeck
  • Speaker Matthew Gamser - CEO, SME Finance Forum
  • Chair David Penn - Research Analyst, Finovate

16:10 - 16:40 30 mins

Wealth Management & Investing Summit

Innovations in Investing

  • Speaker Ross Baird - CEO, Village Capital
  • Speaker Tom Ryan - Partner, Anthemis
  • Chair David Teten - Managing Partner, HOF Capital
  • Speaker Evan Schnidman - CEO, Prattle

16:40 - 17:10 30 mins

Banking & Payments Summit

UX/UI design: Empowering end users with 21st century design

  • Speaker Howie Wu - Vice President of Digital, BECU
  • Speaker Patrick Kelly - AVP Emerging Technology, USAA
  • Speaker Sanjay Shamdasani - Founder of Spring Studio, a BBVA company, Spring Studio/BBVA
  • Chair Eric Hazard - CEO, Vested Ventures

16:40 - 17:10 30 mins

Digital Lending Summit

POS financing: Start driving more lending at the point of sale

  • Speaker Greg Lisiewski - Founder & CEO, BlisPay
  • Speaker Kristin Slink - Co-founder and Chief Product Officer, LoanHero
  • Chair Neil O'Brien - Independent Consultant, Digital Consulting

16:40 - 17:10 30 mins

Wealth Management & Investing Summit

Advisor platforms: The enablers: Using technology to support advisors

  • Speaker Scott Blandford - Chief Digital Officer, TIAA
  • Speaker Anthony Perkins - EVP Technology Product Development, LPL Financial
  • Speaker Andrew Rudd - Chairman and CEO, Advisor Software,
  • Chair David Teten - Managing Partner, HOF Capital

16:40 - 17:10 30 mins

Digital Markets Summit

Managing finances in the gig economy/financial services and income uncertainty

  • Speaker Yair Levy - CEO & Founder, Salaryo
  • Speaker Rachel Schneider - Senior Vice President, CFSI
  • Chair Richard Maton - Chief Marketing and Strategy Officer, Sybenetix

17:10 - 17:25 15 mins

Banking & Payments Summit

Summit review & close

17:10 - 17:25 15 mins

Digital Lending Summit

Summit review & close

17:10 - 17:25 15 mins

Wealth Management & Investing Summit

Summit review & close

17:10 - 17:25 15 mins

RegTech & InsurTech Summits

Summit review & close

17:10 - 17:25 15 mins

Digital Markets Summit

Summit review & close

17:30 - 19:00 90 mins

Main agenda

Cocktail reception and networking