Fearless in FinTech is Heading West | July 2019

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

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CHAIR: Serguei Netessine

The Wharton School

Vice Dean of Global Initiatives

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CHAIR: Jane Barratt

MX

Chief Advocacy Officer

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Jennifer Barrett

Acorns

Chief Education Officer

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Lori Bieda

Bank of Montreal

Head, Analytics Centre of Excellence, Personal and Commercial Bank

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Rachel Carpenter

Intrinio

Co-Founder & CEO

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Meagan Conley Grace

ScaleFactor

VP of Product

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Janet Cowell

Girls Who Invest

CEO

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Amy DeBerg

R&P Group

President

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Falguni Desai

Credit Suisse

Head of Strategic Initiatives & Transformation

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Sonali Divilek

Prudential Financial, Inc.

Chief Operating Officer - Advisory Services

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Ande Frazier

Penn Mutual

Vice President of Distribution

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Menekse Gencer

Wells Fargo

SVP, Digital Transformation

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Maria Gotsch

Partnership Fund for New York City

President and CEO

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HQ Han

Student Panelist - The Wharton School

MBA Candidate & Co-President of The Wharton FinTech Club

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Steve Hollingworth

Grameen Foundation

CEO

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Kelly Hultgren

HerMoney

Co-Founder/Partnerships/Producer

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Christine Hurtubise

Stash Invest

VP Data Science

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Wendy Kearns

DWT

Partner & Co-Chair, FinTech Practice

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Jennifer Lee

Edison Partners

Vice President

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Diane Lye

Capital One

SVP Engineering

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Elena Mesropyan

MEDICI

Global Head of Content

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Phillip M. Miller

Miller Management Group

President and CEO

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Carey O’Connor Kolaja

Citi FinTech

Global Chief Product Officer

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Jennifer Peve

Depository Trust & Clearing Corporation

Managing Director, Head of Solutions Business Development & Fintech Strategy

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Tricia Rothschild

Morningstar

Chief Product Officer

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Joy Schoffler

Casoro Capital

Chief Strategy Officer

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Abby Schneiderman

Everplans.com

Co-Founder & Co-CEO

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Scott Scovel

GlobalFIN

Partner

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Dipika Sen

Student Panelist - The Wharton School

MBA Candidate

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Niharika Shah

Prudential Financial

VP, Head of Brand Marketing & Advertising

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Della Shea

Symcor

Chief Data Governance Officer & CPO

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Ambre Soubiran

Kaiko

CEO

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Yuliya Tarasava

CNote

Co-Founder, COO

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Quyen Truong

Stroock & Stroock & Lavan LLP

Partner

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Sara Weed

Paul Hastings LLP

Associate, Corporate Department

AGENDA

Registration & Networking Breakfast

60mins

Chair’s Welcome

  • Serguei Netessine, Vice Dean for Global Initiatives, The Wharton School

10mins

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

30mins

Disruptive Thinking Panel: 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.

  • Moderator: Kelly Hultgren, Co-Founder/Partnerships/Producer, HerMoney
  • Yuliya Tarasava, Co-Founder and COO, CNote
  • Menekse Gencer, SVP, Digital Transformation, Wells Fargo

40mins

Fintech Solution Spotlight

What can you learn in 15 minutes? Two speakers will attempt to dissect persistently recurring fintech topics via intensive fifteen minute presentations that will leave you ignited with interest and ready to keep the conversations going well right through the break.

    • Open Banking in The US - Where Are We? A view of data innovations in banking from the perspective of the customer. And what it will take to move these innovations forward from a technological, regulatory and educational perspective.
      • Jane Barratt, Chief Advocacy Officer, MX
    • AI Is Transforming Financial Services  Artificial Intelligence (AI) is changing the nature of modern financial services and shaping the future of FinTech. Learn what the change in landscape means for businesses and consumers, and what’s next.
      • Meagan Conley Grace, VP of Product, ScaleFactor

30mins

Morning Networking Break

30mins

Culture Shift Conversation | 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 Peve, Managing Director, Head of Solutions Business Development and Fintech Strategy, DTCC
  • Jennifer Barrett, 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

35mins

Collaborating to Compete Panel: 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

35mins

Networking Luncheon

60mins

Fireside Chat: 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
  • Q&A Moderated By: Maria Gotsch, President and CEO, Partnership Fund for New York City

30mins

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.

  • Moderator: Quyen Truong, Partner, Stroock & Stroock & Lavan LLP
  • Diane Lye, SVP Engineering, Capital One
  • Della Shea, VP Data Governance & Chief Privacy Officer, Symcor
  • Ambre Soubiran, CEO, Kaiko

35mins

Culture Shift Conversation | 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

35mins

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.

  • Moderator: Amy DeBerg, President, R&P Group
  • Steve Hollingworth, President and CEO, Grameen Foundation
  • Scott Scovel, Partner at GlobalFIN
  • Phillip M. Miller, President and CEO, Miller Management Group

35mins

Networking Break

30mins

Case Studies in Fintech Intraprenuership and Entrepreneurship

To get ahead in today's fast moving financial technology landscape, leaders always need to be ahead of the game and ready for the next wave of disruption. During two fifteen-minute case studies followed up a Q&A, learn how these innovative leaders are preparing for the unknown, adapting to compete, building influence and gaining resources to execute their strategic vision.

Case Studies Q&A: Bringing the two case studies together, this Q&A will get to the heart of what forward-thinking leadership looks like in financial technology, big and small companies alike.

  • Q&A Moderated by: Sara Weed, Associate Corporate, Paul Hastings LLC

Case Study #1: Entrepreneurship

The 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: Intraprenuership

As 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

40mins

Culture Shift Conversation | 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

30mins

Closing Comments

    • Jane Barrett, Chief Advocacy Officer, MX

15mins

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.

60mins

SUPPORT SHATTERED GLASS TEES

We’re proud to announce that our Community Impact Partner Shattered Glass Tees will be selling shirts, bags and more at Fearless in FinTech to help raise money for Girls Inc. of New York City’s Economic Literacy program. Through interactive projects and discussions with female finance executives this program teaches girls in underserved neighborhoods how to manage, invest and save money.

Can’t wait for the conference to show your support? Check out www.shatteredglasstees.com and use the code “fearlessinfintech” for 15% off.

REGISTER

Did you miss out on Fearless in FinTech? Don't worry - the event is coming to the west coast, July 2019! Want to save your spot for a ridiculously good price? Email Bailey Hubner at bailey@momentumevents.com to learn how.

View our cancellation, substitution and refund policy here.

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Nasdaq MarketSite

Address

4 Times Square, New York, NY 10036

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Accommodations

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

HOST SPONSOR

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LEAD SPONSORS

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CONTENT SPONSOR

SUPPORTING SPONSORS

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ASSOCIATE SPONSORS

COMMUNITY IMPACT PARTNER

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MEDIA PARTNERS

SOLD OUT: SPONSORSHIP OPPORTUNITIES

The December 3rd Fearless in FinTech Summit is now sold out! However, opportunities are now available for Fearless in FinTech: West, taking place July 16 at Wharton West in San Francisco.

Sponsorship 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 our Business Development team at sales@momentumevents.com.