December 3, 2018 | Nasdaq MarketSite | New York City
Join the Summit
WHAT IS FEARLESS IN FINTECH?
Fearless in FinTech will bring together a majority female speaker faculty and audience from the forefront of start-ups, investment firms and established organizations in the Financial Services space to share their ideas for advancing the industry, strategies for effective collaboration, and their visions for the future of Financial Services.
Innovative Discussions & Actionable Insights
The summit will ask the hard-hitting questions about representation, inclusion and innovation in leadership that have yet to be explored. You’ll leave with practical, actionable, board-room ready strategies that can drive change in your organization.
Case Studies & Keynotes
Get an inside look into adapting, preparing and innovating for the future through exclusive keynotes and case studies, brought to you by fearless female leaders in the industry.
Unrivaled Networking Opportunities
Connect with and learn about the latest challenges and strategies in finance and fintech from senior executives and fellow industry enthusiasts. We build in plenty of networking time so you can build the business relationships that are key to success.
SPEAKERS + ADVISORS
Registration & Networking Breakfast
- Serguei Netessine, Vice Dean for Global Initiatives, The Wharton School
Opening Keynote: Redefining Leadership around Uncertainty and Disruption
The traditional leadership model is being thrown out by the leading Financial Institutions to promote constant innovation and competitiveness in today’s uncertain and increasingly digital financial landscape. Leaders must proactively identify and adapt to build a strong network of advocates, prepare the leaders of tomorrow and elevate or maintain their influence. Learn how leadership has been redefined by the world’s leading financial institutions.
- Tricia Rothschild, Chief Product Officer, Morningstar
Disruptive Thinking Workshop: Agility, Adaptability & Creativity
The key to success in the rapidly shifting financial space is have a mindset that goes beyond traditional ways of thinking and out-maneuvers the others. In this interactive discussion, leveraging the brightest minds of fintech innovators, discover how and where you can adopt a disruptive mindset to progress your career as soon as you leave the conference.
- Yuliya Tarasava, Co-Founder and COO, CNote
- Diana Lee Caplinger, SVP & Head of Marketing Technology, SunTrust
Fintech Solution Spotlight
What can you learn in 10 minutes? Three speakers will attempt to dissect persistently recurring fintech topics via intensive twenty minute presentations that will leave you ignited with interest and ready to keep the conversations going well right through the break.
- Next Generation Regtech
- Cyber Security and the New Payment Ecosystem
- Integrating Compliance into Customer-Centricity
Morning Networking Break
Evolving to Meet the Needs of an Increasingly Complex Customer Base
The world is seeing a proliferation of disruptions to financial services every day and in turn a growing pressure on financial business leaders to expand their service offerings in order to retain and attract new customers. Take a deep dive into customer financial behaviors, where they are heading and how to meet them in the right place at the right time.
- Moderator: Jennifer Barrette, Editor in Chief, Grow & Chief Education Officer, Acorns
- Abby Schneiderman, Co-Founder & CEO, Everplans.com
- Niharika Shah, VP, Head of Brand Marketing & Advertising, Prudential Financial
- Claire Goldwitz, VP Product, Stash Invest
Collaborating to Compete: When Fintech Start-Ups meet Enterprise Financial Institutions
The Financial Institutions who do not consistently add to the experience and capabilities of their organizations risk losing out to the less expensive, or even free, competitors. But what happens when fintech start-ups partner with enterprise-level financial institutions? Unpresented Innovation. Learn how to determine who to partner with, create a detailed execution strategy and justification to gain internal buy-in, and define the best practices for creating a collaborative model for constant improvement.
- Moderator: Elena Mesropyan, Global Head of Content, MEDICI
- Jennifer Lee, Vice President, Edison Partners
- Wendy Kearns, Partner & Co-Chair, FinTech Practice, DWT
Keynote: Driving Innovation from Within an Incumbent Institution
Today banks are at an inflection point. Customer expectations have shifted and will continue to change. At the same time, large incumbent financial institutions are facing increased competition from nimble and less-regulated startups launching new solutions that are competing for customers. In order to address these challenges, banks must disrupt their own processes and work more closely with their customers to deliver impactful digital solutions. Learn how Citi is co-creating with customers and re-writing the traditional operating model to design, build and deliver new capabilities.
- Carey O'Connor Kolaja, Global Chief Product Officer, Citi FinTech
Panel Discussion: Leading the Data Transformation from A to Z
When it comes to unleashing growth and innovation in today’s digital world, the real value is in the data. To leverage the data's full potential, it requires a transformation. Leading a data transformation takes not only fearlessness but measured intellect. How do you culturally move the company? How are various teams using the data? How do you handle regulatory problems? Hear how these leaders have successfully leveraged the value of their data and transformed.
- Linda Apsley, VP Data Engineering, Capital One
- Della Shea, VP Data Governance & Chief Privacy Officer, Symcor
- Ambre Soubiran, CEO, Kaiko
- Quyen Truong, Partner, Stroock & Stroock & Lavan LLP
Financial Business Model Innovation
With constant changes to the financial landscape, there is a need to identify a model that can evolve with the times. In this session learn how financial business models of the future can be adapted to fit the unique needs of your organization, the tools needed and the requirements of leadership in for driving the new model.
- Moderator: Serguei Netessine, Vice Dean of Global Initiatives, The Wharton School
- Joy Schoffler, Chief Strategy Officer, Casoro Capital
- Sonali Divilek, COO - Advisory Services, Customer Office, Prudential Financial
- Lori Bieda, Head of Analytics Center of Excellence, Bank of Montreal
- Menekse Gencer, SVP, Digital Transformation, Wells Fargo
Evolving Leadership Panel Discussion: Visions for the Future of Leadership in Financial Services and Fintech
Many financial services and fintech conferences feature a women’s panel, but it’s time to switch the dynamics. In this panel discussion featuring male leaders, they will share their plans and thoughts on where there are still problems, what they are doing, and where they see opportunities for women that men otherwise could not fill.
- Moderated by: Amy DeBerg, President, R&P Group
- Steve Hollingworth, President and CEO, Grameen Foundation
Case Studies in Fintech Intraprenuership and Entrepreneurship
To get ahead in today’s fast-moving financial landscape, leaders always need to be ahead of the game and ready for the next wave of disruption. Learn how innovative leaders are preparing for the unknown, adapting to compete, building influence and gaining resources to execute their strategic vision.
Case Study #1: EntrepreneurshipThe entrepreneurial mindset is one which never rests and discovers unprecedented opportunities at every corner. This is the mindset that is required for financial leaders to succeed. Hear the framework Rachel Carpenter has created for continuously uncovering gaps in the market, driving change and increasing the competition.
- Rachel Carpenter, Co-Founder & CEO, Intrinio
Case Study #2: IntraprenuershipAs companies are facing the threat of disruption from the outside, many are taking a bold approach to disrupting from within by building a team of intrapreneurs to drive innovation. Using the Build-Measure-Learn feedback loop as a way to develop new products and services with fast iteration and customer insight, even established companies can gain momentum by leveraging these concepts internally throughout their organizations. In this case study, you will discover the pitfalls and keys to success in building an internal innovation lab to drive transformation and create new sustainable sources of growth within a 171 year old insurance company.
- Ande Frazier, VP Distribution at Penn Mutual & Head of Vision and Brand at myWorth LLC
Integrating New Hires and Preparing the Leaders of Tomorrow
The next generation workforce has grown up in a constant state of change, meaning the approaches to learning and thus teaching need to adapt with them, and leaders need to follow these shift to maintain an competitive and innovative workforce. In this discussion leaders will experience and gain an understanding of the best tools and approaches to guiding their successors and creating a culture of continuous improvement.
- Moderator: HQ Han, Co President, Wharton FinTech
- Christine Hurtubise, VP Data Science, Stash Invest
- Dipika Sen, MBA Student, The Wharton School
- Serguei Netessine, Vice Dean for Global Initiatives, The Wharton School
The Happiest Hour
Use this time to solidify the budding relationships with your fellow attendees in order to build a supportive network that will last your career.
Early Early Bird
Register By November 9, 2018
Register After November 9, 2018
Momentum has negotiated discounted hotel rates for Fearless in FinTech Summit attendees. To make your hotel reservation, please contact the hotel directly. Hotel reservations are taken on a first-come, first served, space available basis. Rooms are booking fast so make your reservations soon.
THANK YOU TO OUR SPONSORS
Sponsoring the Fearless in FinTech Summit is a great way to enhance your brand’s visibility and help you connect with top-level decision-makers, innovators, and industry disruptors. There are a number of ways to maximize branding opportunities at the summit.
To learn about sponsorship opportunities, please contact Samantha Rosky, Business Development Director, at email@example.com.