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Informa
8:00am - 9:00am 60 mins
Registration, Breakfast & Networking
9:00am - 9:10am 10 mins
Welcome remarks
  • Greg Palmer - Vice President, Finovate
9:10am - 9:55am 45 mins
Analyst All Stars - Fintech: What's Hot

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

The Analysts are Up & the Pressure is On - Read more about the session

  • Shane Hubbell - Managing Director, Alkali Partners
  • Jacob Jegher - Senior Vice President, Banking and Head of Strategy, Javelin Strategy & Research
  • Daniel Latimore - Senior Vice President, Banking Group, Celent
  • Tiffani Montez - Retail Banking Senior Analyst, Aite Group
  • Ron Shevlin - Director of Research, Cornerstone Advisors
  • Jerry Silva - Global Retail Banking Research Director, IDC Financial Insights
9:55am - 10:35am 40 mins
Keynote Address: How Blockchain will revolutionise the industry
  • Bettina Warburg - Blockchain Researcher, Entrepreneur and Educator, Animal Ventures
10:35am - 10:55am 20 mins
Strategy Session: Is the future digital interface voice activated?
  • Moderator: Mark Schwanhausser - Director Digital Banking, Javelin Strategy
  • Theodora (Theo) Lau - Innovator Technologist and Connector, Unconventional Ventures
  • Windsor Tanner - VP, Voice Biometrics for Real-Time Authentication, Nice
10:55am - 11:30am 35 mins
Refreshments and Networking Break
11:30am - 12:00pm 30 mins
Panel Discussion: Open Banking, APIs & Regulation - shifting sands of the US banking industry
  • Moderator: Jacob Jegher - Senior Vice President, Banking and Head of Strategy, Javelin Strategy & Research
  • Kerry Warwicker - Head of Research & Intelligence, Digital Cash Products - Global Transaction Banking, Deutsche Bank
  • Dan Quan - Head of Catalyst, Consumer Financial Protection Bureau (CFPB)
  • Oded Shoshany - CEO, CeleritiFinTech
12:00pm - 12:20pm 20 mins
Question Time: Customer Acquisition and Retention Models - New technologies and ideas being used to sell to and service client accounts in order to increase growth and profits

Our electronic polling app will enable the audience to vote for the questions they want the panel to be asked.

  • Moderator: Steven Ramirez - CEO, Beyond the Arc
  • Mahima Chawla - Growth Lead at Square Capital, Square
  • Vaduvur Bharghavan - CEO, Ondot Systems
12:20pm - 1:00pm 40 mins
Thriving in an Era of Digital Disruption
  • JP Nicols - Managing Director, Fintech Forge
1:00pm - 2:00pm 60 mins
Lunch and Networking
2:00pm - 2:05pm 5 mins
BANKING & PAYMENTS SUMMIT
Chairman's Opening Remarks
  • Jim Van Dyke - Founder & CEO, Futurion
2:00pm - 2:05pm 5 mins
DIGITAL LENDING SUMMIT
Chairman's Opening Remarks
  • Jim Bruene - Founder, Finovate / BUX Advisors
2:00pm - 2:05pm 5 mins
CUSTOMER EXPERIENCE SUMMIT
Chairman's Opening Remarks
  • Steven Ramirez - CEO, Beyond the Arc
2:00pm - 2:05pm 5 mins
CYBER SECURITY SUMMIT
Chairman's Opening Remarks
  • Al Pascual - Senior VP of Research, Head of Fraud & Security, Javelin Strategy & Research
2:05pm - 2:35pm 30 mins
BANKING & PAYMENTS SUMMIT
Innovator Insight: Speeding up the time to market for new products and services
  • Interviewer: Jim Van Dyke - Founder & CEO, Futurion
  • Alejandro (Alex) Carriles - Executive Vice President, Director of Mobile and Online Banking, BBVA
  • Thelton McMillian - Founder & CEO, Comrade
  • Marco De Freitas - Managing Director, Head of Retail Strategy, Product, & Digital Client Experience, TD Ameritrade
2:05pm - 2:35pm 30 mins
DIGITAL LENDING SUMMIT
Special Address: America's Financial Health Crisis - Helping consumers Kick their Debt Addiction
  • Scott Sanborn - CEO, LendingClub
2:05pm - 2:35pm 30 mins
CUSTOMER EXPERIENCE SUMMIT
Special Address: Anticipating customer needs to increase customer satisfaction and retention
  • Suresh Ramamurthi - Chairman, CBW Bank
2:05pm - 2:35pm 30 mins
CYBER SECURITY SUMMIT
Strategy Session: Digital identity schemes - if banks don't create a working system, someone else will.
  • Moderator: Al Pascual - Senior VP of Research, Head of Fraud & Security, Javelin Strategy & Research
  • Matthew Thompson - Director of Business Development - Digital, Capital One
  • Ori Eisen - Founder & CEO, Trusona
  • Michael Chang - Digital Consultant, Wells Fargo
2:35pm - 2:55pm 20 mins
BANKING & PAYMENTS SUMMIT
Fireside Chat: Payment insights - As the payment ecosystem transforms FIs must reassess their payment solution strategy
  • Interviewer: Steven Ramirez - CEO, Beyond the Arc
  • Carolyn Criscitiello - Head of Digital Payments, HSBC
2:35pm - 2:55pm 20 mins
DIGITAL LENDING SUMMIT
Fireside Chat: The Road to Re-engineering the Mortgage Industry
  • Moderator: Jim Bruene - Founder, Finovate / BUX Advisors
  • Erin Collard - CFO & Co-Founder, Blend
  • Laura Roedel - Vice President of Retail Marketing, Flagstar Bank
2:35pm - 2:55pm 20 mins
CUSTOMER EXPERIENCE SUMMIT
Fireside Chat: What is the role of humans, if any, in the future of digital customer service?
  • Interviewer: Lisa Gold Schier - Group Senior Vice President, American Bankers Association (ABA)
  • Greg Boudreaux - Vice President of Business Analysis for Digital Channels, First Republic Bank
  • Bradley Leimer - Managing Director and Head of Fintech Strategy, Explorer Advisory & Capital
2:35pm - 2:55pm 20 mins
CYBER SECURITY SUMMIT
Fireside chat: Innovation in Security - cutting edge start ups discuss what's new in cyber security
  • Interviewer: Sean Sposito - Analyst Cybersecurity, Javelin Strategy & Research
  • Ben Johnson - CTO & Co-Founder, Obsidian Security
  • Rob Fry - VP, Engineering, Jask
2:55pm - 3:25pm 30 mins
BANKING & PAYMENTS SUMMIT
Payment Innovation - What do you need to know about emerging technologies
  • Moderator: Jim Van Dyke - Founder & CEO, Futurion
  • Alex Jimenez - Vice President Senior Strategist, Zions Bancorporation
  • Mary Ann Francis - Global Head of Strategy and Product for Payments, Treasury and Blockchain, CeleritiFinTech
  • Greg Smith - Managing Director, FT Partners
2:55pm - 3:25pm 30 mins
DIGITAL LENDING SUMMIT
Financial Inclusion: How to profitably serve the unbanked and underbanked market using new technology, alternative data and risk management
  • Moderator: Jim Bruene - Founder, Finovate / BUX Advisors
  • Sally Taylor-Shoff - Scores Vice President, FICO
  • Mark Greene - Director, SafetyNet | CUNA Mutual Group
  • Juan Tavares - Co-Founder and Chief Strategy Officer, LendingPoint
  • Anu Shultes - General Manager, Lendup
2:55pm - 3:25pm 30 mins
CUSTOMER EXPERIENCE SUMMIT
Off the record with Apple: Drive a high-caliber experience for employees and customers
  • Todd Scholfield - Worldwide Industry Lead for Financial Services, Apple
2:55pm - 3:25pm 30 mins
CYBER SECURITY SUMMIT
Fireside Chat: Managing your KYC obligations from on board and throughout your customer life cycle

Verifying through biometrics and predicting through machine learning 

  • Kedar Samant - Co-Founder and Chief Technology Officer, Simility
  • Elizabeth Vogelsang - Director of Risk Management, Chime
  • Interviewer: Al Pascual - Senior VP of Research, Head of Fraud & Security, Javelin Strategy & Research
3:25pm - 4:00pm 35 mins
Afternoon Coffee & Networking Break
4:00pm - 4:30pm 30 mins
BANKING & PAYMENTS SUMMIT
Strategy Session: The platformification of banking, providing customers more choices
  • Moderator: Jim Van Dyke - Founder & CEO, Futurion
  • Nate Wehunt - Senior Vice President and Head of Digital, City National Bank
  • Alex Jimenez - Vice President Senior Strategist, Zions Bancorporation
  • Michael Cerda - Head of Product, Marcus by Goldman Sachs
4:00pm - 4:30pm 30 mins
DIGITAL LENDING SUMMIT
Strategy Session: Expanding the use of data & analytics – big data, AI, advanced analytics & cognitive computing
  • Moderator: Jim Bruene - Founder, Finovate / BUX Advisors
  • Emil Matsakh - Chief Analytics Officer, Commonwealth Bank of Australia
  • Rafael De la Vega - Head of Digital Strategic Partnerships, Banco Santander
  • PV Bóccasam - CEO, WealthEngine
  • Ramsey Alwin - Director, Financial Resilience, Thought Leadership, AARP
4:00pm - 4:30pm 30 mins
CUSTOMER EXPERIENCE SUMMIT
Strategy Session: How will AI change how you interact with customers to create a better customer experience?
  • Moderator Steven Ramirez - CEO, Beyond the Arc
  • Ryan Miller - Senior Vice President, Design & Delivery Leader, Innovation Group, Wells Fargo
  • Imran Khan - VP Digital Customer Experience, TD Bank
4:00pm - 4:30pm 30 mins
CYBER SECURITY SUMMIT
Strategy Session: Has the threat landscape expanded – or just shifted? A discussion of phishing, misconfigured servers (cloud), credential reuse and extortion.
  • Sean Sposito - Analyst Cybersecurity, Javelin Strategy & Research
  • Matthew Wong - Security Solutions Architect, Phantom
  • Heath Renfrow - Vice CISO, LEO Cyber Security
  • Bryan Payne - Product & Application Security Team Lead, Netflix
4:30pm - 5:00pm 30 mins
BANKING & PAYMENTS SUMMIT
C-Suite Officers Debate: What will be the role of the branch in a digital world?
  • Moderator: Debbie Bianucci - President & Chief Executive Officer, BAI
  • Nicolas Kopp - US CEO, N26
  • John Waupsh - Chief Innovation Officer, Kasasa
  • Kevin Bender - Executive Vice President, Chief Operating Officer, American River Bank
  • David Frith - Chief Strategy Officer, City Credit Union
4:30pm - 5:00pm 30 mins
DIGITAL LENDING SUMMIT
Innovator Insight: How is Fintech transforming the financial hubs landscape globally?
  • Moderator: Jim Bruene - Founder, Finovate / BUX Advisors
  • Valentina Isakina - Managing Director, JobsOhio
  • Ludwika Alvarez - Senior International Trade Specialist - Global Financial Services, US Department of Commerce
  • Aiden Hayes - Senior Business Leader, Enterprise Ireland
4:30pm - 5:00pm 30 mins
CUSTOMER EXPERIENCE SUMMIT
C-Suite Officers Debate: Does cutting edge CX improve long-term profits?
  • Moderator: Steven Ramirez - CEO, Beyond the Arc
  • Jason Osterhage - SVP, Chief Lending Executive, Alliant Credit Union
  • Ravi Bala - Vice President and CIO, Digital Technology Customer Office, Prudential
  • Lisa Gold Schier - Group Senior Vice President, American Bankers Association (ABA)
4:30pm - 5:00pm 30 mins
CYBER SECURITY SUMMIT
Practitioners Debate: Are we winning the security battle or are we creating more vulnerabilities?
  • Sean Sposito - Analyst Cybersecurity, Javelin Strategy & Research
  • Ty Sbano - Head of Security, Periscope Data
  • Philip Martin - Director of Security, Coinbase
  • Caleb Sima, Former Managing VP Cybersecurity at Capital One
5:00pm - 5:05pm 5 mins
BANKING & PAYMENTS SUMMIT
Chairman's Closing Remarks
5:00pm - 5:05pm 5 mins
DIGITAL LENDING SUMMIT
Chairman's Closing Remarks
5:00pm - 5:05pm 5 mins
CUSTOMER EXPERIENCE SUMMIT
Chairman's Closing Remarks
5:00pm - 5:05pm 5 mins
CYBER SECURITY SUMMIT
Chairman's Closing Remarks
5:05pm - 6:30pm 85 mins
Reception & Networking
8:00am - 9:00am

Registration, Breakfast & Networking

More
9:00am - 9:10am
Info

Welcome remarks

  • Greg Palmer - Vice President, Finovate
More
9:10am - 9:55am
Info

Analyst All Stars - Fintech: What's Hot

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

The Analysts are Up & the Pressure is On - Read more about the session

  • Shane Hubbell - Managing Director, Alkali Partners
  • Jacob Jegher - Senior Vice President, Banking and Head of Strategy, Javelin Strategy & Research
  • Daniel Latimore - Senior Vice President, Banking Group, Celent
  • Tiffani Montez - Retail Banking Senior Analyst, Aite Group
  • Ron Shevlin - Director of Research, Cornerstone Advisors
  • Jerry Silva - Global Retail Banking Research Director, IDC Financial Insights
More
9:55am - 10:35am
Info

Keynote Address: How Blockchain will revolutionise the industry

  • Bettina Warburg - Blockchain Researcher, Entrepreneur and Educator, Animal Ventures
More
10:35am - 10:55am
Info

Strategy Session: Is the future digital interface voice activated?

  • Moderator: Mark Schwanhausser - Director Digital Banking, Javelin Strategy
  • Theodora (Theo) Lau - Innovator Technologist and Connector, Unconventional Ventures
  • Windsor Tanner - VP, Voice Biometrics for Real-Time Authentication, Nice
More
10:55am - 11:30am

Refreshments and Networking Break

More
11:30am - 12:00pm
Info

Panel Discussion: Open Banking, APIs & Regulation - shifting sands of the US banking industry

  • Moderator: Jacob Jegher - Senior Vice President, Banking and Head of Strategy, Javelin Strategy & Research
  • Kerry Warwicker - Head of Research & Intelligence, Digital Cash Products - Global Transaction Banking, Deutsche Bank
  • Dan Quan - Head of Catalyst, Consumer Financial Protection Bureau (CFPB)
  • Oded Shoshany - CEO, CeleritiFinTech
More
12:00pm - 12:20pm
Info

Question Time: Customer Acquisition and Retention Models - New technologies and ideas being used to sell to and service client accounts in order to increase growth and profits

Our electronic polling app will enable the audience to vote for the questions they want the panel to be asked.

  • Moderator: Steven Ramirez - CEO, Beyond the Arc
  • Mahima Chawla - Growth Lead at Square Capital, Square
  • Vaduvur Bharghavan - CEO, Ondot Systems
More
12:20pm - 1:00pm
Info

Thriving in an Era of Digital Disruption

  • JP Nicols - Managing Director, Fintech Forge
More
1:00pm - 2:00pm

Lunch and Networking

More
Showing of Streams
3:25pm - 4:00pm

Afternoon Coffee & Networking Break

More
Showing of Streams
5:05pm - 6:30pm

Reception & Networking

More