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Informa

08:15 - 09:00 45 mins

Main agenda

Breakfast

09:00 - 09:10 10 mins

Main agenda

Welcome remarks

09:10 - 09:40 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  

09:40 - 10:10 30 mins

Main agenda

Interview: The future of financial services

  • Chair Brett King - CEO and Founder, Moven
  • Speaker Jim Smith - Executive Vice President / Head of Wells Fargo Virtual Channels, Wells Fargo

10:10 - 11:10 60 mins

Main agenda

Battle of the Analysts 7 x 7

7 Analysts with 7 minutes each to predict the top trend of 2018 


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

11:10 - 11:40 30 mins

Main agenda

Refreshment and networking break

11:40 - 12:10 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

12:10 - 12:40 30 mins

Main agenda

Interview with a founder

Discussion with fintech Founder Max Levchin, PayPal Co founder/Affirm (provisional) 

  • Chair Bradley Leimer - Managing Director and Head of Fintech Strategy, Explorer Advisory & Capital

12:40 - 13:55 75 mins

Main agenda

Lunch and networking

Speaker led discussion tables: first come, first served   

13:55 - 14:10 15 mins

Digital Markets Summit

Introductory keynote/Welcome

13:55 - 14:10 15 mins

Banking & Payments Summit

Introductory keynote/Welcome

13:55 - 14:10 15 mins

Digital Lending Summit

Introductory keynote/Welcome

13:55 - 14:10 15 mins

Wealth Management & Investing Summit

Introductory keynote/Welcome

13:55 - 14:10 15 mins

RegTech & InsurTech Summits

Introductory keynote/Welcome

  • Speaker 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 Mathew Mehrotra - Head, North American Channels Sales & Service, BMO

14:10 - 14:40 30 mins

Digital Lending Summit

P2P lending: Is marketplace lending still competing with banks?

14:10 - 14:40 30 mins

Wealth Management & Investing Summit

Fireside chat: Roboadvisors - A look to the future

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

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

Lisa Servon, U of Pennsylvania (tentative) 

Konstantin Peric, Gates Foundation (invited)


  • Speaker Dinis Guarda - CEO and Chief Strategy Officer, Humaniq
  • Speaker Valentina Isakina - Managing Director, JobsOhio

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

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

14:40 - 15:10 30 mins

Wealth Management & Investing Summit

New asset classes enabled by technology

  • Speaker Milind Mehere - Founder & CEO, YieldStreet
  • Speaker Chi-Pei Tseng - VP of Capital Markets, PeerStreet

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)

14:40 - 15:10 30 mins

Digital Markets Summit

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

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

  • Speaker Andrew Boyajian - Head of Banking, North America, Transferwise

15:40 - 16:10 30 mins

Digital Lending Summit

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

15:40 - 16:10 30 mins

Wealth Management & Investing Summit

Banks and robos: Build vs buy

  • Speaker Jane Barratt - Founder and CEO, GoldBean

15:40 - 16:10 30 mins

RegTech & InsurTech Summits

InsurTech: Conversation with a challenger

15:40 - 16:10 30 mins

Digital Markets Summit

Millennials: On ramps for millennials

  • Speaker Ramona Ortega - Founder and CEO, My Money My Future

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

16:10 - 16:40 30 mins

Banking & Payments Summit

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

  • Speaker Norris Koppel - Founder & CEO, Monese
  • Speaker Lee Travers - CEO, iam
  • Speaker Luvleen Sidhu - Co-Founder, President, & Chief Strategy Officer, BankMobile

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

16:10 - 16:40 30 mins

Wealth Management & Investing Summit

New investing tools: Thematic investing

16:10 - 16:40 30 mins

RegTech & InsurTech Summits

InsurTech: Conversation with an incumbent

meeting the challenge digital disruption

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 - Co-Founder of Spring Studio / BBVA Head of UX Strategy & Partnerships, Spring Studio/BBVA

16:40 - 17:10 30 mins

Digital Lending Summit

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

16:40 - 17:10 30 mins

Wealth Management & Investing Summit

Advisor platforms: The enablers: Using technology to support advisors

  • Speaker Tim Schaefer - EVP of client & digital experience., Northwestern Mutual

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

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