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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 - 9:50am 50 mins
Info
General Session
Analyst All-Stars - Fintech: What’s Hot
  • Jacob Jegher - Senior Vice President, Banking and Head of Strategy, Javelin Strategy & Research
  • Alyson Clarke - Principal Analyst, Forrester
  • Moderator Ron Shevlin - Head of Research, Cornerstone Advisors
  • Daniel Latimore - Senior Vice President, Banking Group, Celent
  • Thad Pederson - 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.

9:50am - 10:40am 50 mins
General Session
Kick Off Keynote Calling the Shots in the Crypto World
  • Alex Tapscott - Author, Advisor, Blockchain & Cryptocurrency, Co-Author Blockchain Revolution
10:40am - 11:15am 35 mins
General Session
Intermission, Refreshments & Networking
11:15am - 11:30am 15 mins
Info
General Session
Short & Sharp Dueling Debate: The future of digital financial services? Bank vs Fintech
  • Moderator Jeremy Balkin - Head of Innovation, HSBC
  • Presenter Julia C. Carreon - Managing Director of Digital and Fiduciary Operations, Wells Fargo
  • Presenter Nicolas Kopp - US CEO, N26

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
  • Vaduvur Bharghavan - CEO, Ondot Systems

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

11:45am - 12:00pm 15 mins
Info
General Session
Moderated Panel Discussion: Digital Transformation
  • Nischal Piratla - Director, Deutsche Bank Innovation Labs
  • Moderator Jo Ann Barefoot - CEO, Barefoot Innovation Group

AI based systems, workflow automation in banking, data based intelligence on consumer transactions, seamless systems 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
  • Joel Margolis - Application Security Researcher, Security Researcher
  • Kedar Samant - Co-Founder and Chief Technology Officer, Simility
  • Gabrielle Haddad - Co-Founder & Chief Operating Officer, Sigma Ratings, Inc.
12:30pm - 1:30pm 60 mins
Lunch & Networking
1:30pm - 1:35pm 5 mins
Banking & Payments Stage
Chair's Welcome
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
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
  • Tyler McIntyre - Founder, Bank Novo
  • Theodora (Theo) Lau - Innovator Technologist and Connector, Unconventional Ventures
  • Chett Matchett - Managing Director of Operations – Innovation, ATB Finacial
  • Moderator Sunayna Tuteja - Head of Strategic Partnerships and Emerging Technology, TD Ameritrade
1:35pm - 2:00pm 25 mins
Digital Lending Stage
Alt credit scores: Lender & fintech share future vision
  • Juan Tavares - Co-Founder and Chief Strategy Officer, LendingPoint
  • Elena Mesropyan - Global Head of Content, MEDICI
  • Dipanjan Das - Senior Director; Head of Product X-Buy, Capital One
1:35pm - 2:00pm 25 mins
Wealth Management & Investing Stage
Crypto Exchanges: Big FI & fintech share future visions
  • 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
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
  • 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
  • Jeff Koyen - President, 360 Blockchain USA
  • Moderator Steven Ramirez - CEO, Beyond the Arc
2:00pm - 2:30pm 30 mins
Banking & Payments Stage
P2P Payments: How Maturing Millennials are Driving Next Generation of Payments with Mobile Banking
  • 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
Scoring with Marketplace Lending
2:00pm - 2:30pm 30 mins
Wealth Management & Investing Stage
Retirement: Big FI & fintech share future visions
  • 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
2:00pm - 2:30pm 30 mins
Emerging Technologies Stage
Industry discussion: transforming legacy businesses with AI – build win-win partnerships while focusing on utility, practicality and efficiency
  • Mary Jane Ajodah - Vice President, Operations Strategy, BNY Mellon
  • Christina Flory - VP Business Intelligence, Strategy & Innovation, TD Bank
  • Rick Winslow - VP, Head of Digital Innovation and Transformation, Capital One Commercial Banking
  • Christopher Musto - SVP, Head of Digital Strategy, Citizens Bank
  • Sachin Sinha - Senior Vice President, Global Delivery, Orion
  • Moderator Gavan Corr - Principal, Financial Services, Google Cloud
2:30pm - 3:00pm 30 mins
Banking & Payments Stage
The Era of Conversational Banking
  • Ken Dodelin - VP of Conversational AI Products, Capital One
  • Moderator Elena Mesropyan - Global Head of Content, MEDICI
  • Jason Mars - CEO and University of Michigan professor, Clinc
2:30pm - 3:00pm 30 mins
Digital Lending Stage
The Power of POS Financing: Lender & fintech share future vision
  • Tom Burnside - CEO & Co-Founder, LendingPoint
  • Tomo Matsuo - SVP, iPayment Capital, iPayment
  • 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: Big FI & fintech debate
  • 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
2:30pm - 3:00pm 30 mins
Emerging Technologies Stage
Data as Oxygen for Your Business
  • Patrick Kelly - AVP Digital Development, USAA
  • Jerry Gupta - SVP Group Strategy, Swiss Re Management (US) Corporation
  • Mahima Chawla - Product Manager at Square Capital, Square
  • Moderator Tom Keiser - COO, Zendesk
  • 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
  • Andrew Boyajian - Head of Banking, North America, Transferwise
  • Vaduvur Bharghavan - CEO, Ondot Systems
  • Frank Lynch - Executive Director, J.P. Morgan
  • Moderator Vivek Bajaj - Global Vice President, Watson Financial Services Solutions IBM Industry Platforms, IBM
  • Sunayna Tuteja - Head of Strategic Partnerships and Emerging Technology, TD Ameritrade
3:00pm - 3:30pm 30 mins
Digital Lending Stage
Quick and Easy: SMB funding
  • David Snitkof - Head of Data Integration & Insights, Kabbage
  • Andrew Jamison - CEO & Co-founder, Extend
3:00pm - 3:30pm 30 mins
Wealth Management & Investing Stage
Should we be Wary of Robo-Advisors?
  • Vinod Raman - Product Management & Digital Advice Solutions Vice President, Fidelity Investments
  • Daniel Egan - Director of Behavioral Finance and Investing, Betterment
  • Lule Demmissie - Managing Director of Digital Advice Solutions, TD Ameritrade
  • Lara Druyan - Managing Director, Head of Innovation, RBC
  • Moderator Bradley Leimer - Managing Director and Head of Fintech Strategy, Explorer Advisory & Capital
3:00pm - 3:30pm 30 mins
Emerging Technologies Stage
Bank, Insurance & Fintech Partnerships - Generating Value
  • Nathalie Dore - Chief Digital and Acceleration Officer, BNP Paribas Cardif
  • Matt Ribbens - SVP Enterprise Digital Strategy, BB&T
  • Luis Valdich - Managing Director, Venture Investing, Citi Ventures
  • Michael Roberts - ef Marketing & Digital Strategy Officer, Bank of America Merchant Services
  • Dave Mooney - President and CEO, Alliant Credit Union
  • Moderator George Anderson - CEO & Founder, Enterprise Engineering Inc
3:30pm - 4:00pm 30 mins
Intermission, Refreshments & Networking
4:00pm - 4:20pm 20 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
4:20pm - 5:15pm 55 mins
Info
General Session
The Finovate Finale! Accelerator/Incubator/Lab Showcase
  • Accelerator Jon Zanoff - Managing Director, Techstars - Barclays Accelerator
  • Accelerator Mahati Sridhar - Investment Associate, Queen City Fintech
  • Accelerator Sunny Parikh - Senior Director, Partnership Fund for NYC, FinTech Innovation Lab
  • Benjamin Cohen - CEO & Founder, T-REX
  • Christian Zimmerman - Co-founder & CEO, Qoins
  • Andrew Gowasack - Co-founder, Trust Stamp
  • Accelerator Matt Armstead - Executive Director, Fintech71
  • Liz Maida - Co-Founder & CEO, Unplevel Security
  • Laura Spiekerman - Co-founder & CRO, Alloy
  • Perrin Quarshie - Founder & CEO, RealBlocks
  • Moderator Greg Palmer - VP, Strategy, Finovate

7 accelerators each showcase 2 of their hottest portfolio companies in 3-minute pitches (14 start ups in total) in this high-energy and thought provoking conclusion to Finovate Fall

5:15pm - 5:20pm 5 mins
General Session
Chair’s Closing Remarks & End of Conference
8:00am - 8:55am

Registration, Breakfast & Networking

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

Lunch & Networking

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Showing of Streams
3:30pm - 4:00pm

Intermission, Refreshments & Networking

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Showing of Streams