JULY 15 | WHARTON SAN FRANCISCO

WHAT IS FEARLESS IN FINTECH WEST?

Inclusive and representative financial and technology institutions know that diverse perspectives are key to innovative and value-creating leadership.

Fearless in FinTech offers the unique opportunity to learn from and engage with a full spectrum of leaders representing the most creative and influential Financial Services and FinTech organizations. We recruit diverse participants you may not hear from at other events to provide a comprehensive view of inclusive and innovative leadership in fintech.

With a program designed to translate big picture ideas into specific practical tactics, you will leave Fearless in FinTech ready to take charge of transformative leadership at your organization.

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.

WHAT DOES A FEARLESS EVENT LOOK LIKE?

Our Fearless events are designed to bring together a diverse speaker faculty and audience to tackle the questions about diversity and women in leadership in some of the most challenging industries. Attendees of our Fearless events leave with hands-on strategies for advancing their respective industry and collaborating effectively within that space.

Take a peek at the audience breakdown of our December 2018 Fearless in FinTech event.

Attendee Titles

  • C-Suite, President, Founder
  • Executive, Director, Head
  • Manager
  • Other

Primary Industry

  • Financial Services
  • Computer Software & IT Services
  • Banking
  • Insurance
  • Legal Services
  • Higher Education
  • Other

WORD ON THE STREET

SPEAKERS + ADVISORS

Check out our 2019 Speakers & Advisors!

plus

CO-CHAIR: Jane Barratt

MX

Chief Advocacy Officer

plus

Margaret Shanley

CohnReznick

Principal, Transactional Advisory Services Practice Leader – Los Angeles, CA

plus

Amanda Luttrell

LendingClub

Director, Corporate Strategy

plus

Burcu Esmer

The Wharton School

Research Fellow, Joshua J. Harris Alt. Investments Program; Lecturer

plus

Carey O’Connor Kolaja

Citi FinTech

Global Chief Product Officer

plus

Claire Goldwitz

Stash Invest

VP Product

plus

Della Shea

Symcor

Chief Data Governance Officer & CPO

plus

Denise Leonhard

PayPal

Sr. Director, Global Corporate Strategy

plus

Elena Mesropyan

MEDICI

Global Head of Content

plus

Ennie Lim

HoneyBee

Cofounder & President

plus

Falguni Desai

Credit Suisse

Head of Strategic Initiatives & Transformation

plus

Jennifer Barrett

Acorns

Chief Education Officer

plus

Jennifer Lee

Edison Partners

Vice President

plus

Juliana Gerrick

Davis Wright Tremaine

Associate

plus

Kate Adamson

Plaid

Head of Mortgage

plus

Kathy Tsitovich

Intuit

Director, Consumer Group & Partnerships

plus

Kuntal Maya Goradia

PayPal

Director, CX Analytics & Experimentation

plus

Lori Bieda

Bank of Montreal

Head, Analytics Centre of Excellence, Personal and Commercial Bank

plus

Menekse Gencer

Wells Fargo

SVP, Digital Transformation

plus

Natalie Hunt

Fannie Mae

Director of Digital Alliances & Technology Integration

plus

Nicky Goulimis

Nova Credit

Cofounder & COO

plus

Rachel Carpenter

Intrinio

Co-Founder & CEO

plus

Suchi Upadhyayula

Prudential

Chief Technology Officer, Customer Office

plus

Tricia Rothschild

Morningstar

Chief Product Officer

plus

Vartika Ambwani

Silicon Valley Bank

Vice President, Technology Banking - FinTech

PAST SPEAKERS & ADVOCATES

plus

Meagan Conley Grace

ScaleFactor

VP of Product

plus

Janet Cowell

Girls Who Invest

CEO

plus

Amy DeBerg

R&P Group

President

plus

Sonali Divilek

Prudential Financial, Inc.

Chief Operating Officer - Advisory Services

plus

Ande Frazier

Penn Mutual

Vice President of Distribution

plus

Maria Gotsch

Partnership Fund for New York City

President and CEO

plus

Steve Hollingworth

Grameen Foundation

CEO

plus

Kelly Hultgren

HerMoney

Co-Founder/Partnerships/Producer

plus

Christine Hurtubise

Stash Invest

VP Data Science

plus

Wendy Kearns

DWT

Partner & Co-Chair, FinTech Practice

plus

Xenia Lane

SunTrust

SVP Omnichannel Analytics

plus

Diane Lye

Capital One

SVP Engineering

plus

Phillip M. Miller

Miller Management Group

President and CEO

plus

2018 CHAIR: Serguei Netessine

The Wharton School

Vice Dean of Global Initiatives

plus

Joy Schoffler

Casoro Capital

Chief Strategy Officer

plus

Abby Schneiderman

Everplans.com

Co-Founder & Co-CEO

plus

Scott Scovel

GlobalFIN

Partner

plus

Niharika Shah

Prudential Financial

VP, Head of Brand Marketing & Advertising

plus

Ambre Soubiran

Kaiko

CEO

plus

Yuliya Tarasava

CNote

Co-Founder, COO

plus

Quyen Truong

Stroock & Stroock & Lavan LLP

Partner

plus

Sara Weed

Paul Hastings LLP

Associate, Corporate Department

HOT OFF THE PRESSES

Click the image or button to download the brochure.

JULY 2019 AGENDA

Check back regularly for updates to our July 2019 agenda!

Registration & Networking Breakfast

Chair’s Welcome

Opening Keynote: Always Be Influencing

Whether you are a leader within a startup or an established financial institution, it is important to consistently be looking for opportunities to raise influence and gain resources. As the fintech ecosystem becomes further saturated with new and innovative solutions, it’s more crucial than ever to have allies to back you. In this session, learn how leaders need to be positioning themselves with lessons for entrepreneurs and executives in large financial institutions.

40mins

Case Studies in Fintech Intrapreneurship and Entrepreneurship

To get ahead in today’s fast-moving financial landscape, leaders need to be ahead of the game and ready for the next wave of disruption. Supplemented by two 15-minute case studies, and 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.

  • Ennie Lim, Cofounder & CEO, HoneyBee

Fintech Innovation Spotlight #1

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 conversation going well right through the break.

Morning Networking Break

35mins

Collaborating to Compete Conversation #1: Identifying the Best Partnerships for You & Your Customers

The trending conversation of 2019 is about established financial services companies and fintechs partnering to find mutually beneficial solutions that drive revenue and reduce the threat of competition for both parties. But what should be considered before signing on the dotted line? Under what conditions is it more attractive to partner vs. build? And how do they choose the right partner?

  • Denise Leonard, Senior Director, Global Corporate Strategy, PayPal

45mins

Networking Luncheon

65mins

Afternoon Keynote: Driving Technology and Owning the Roadmap

As a leader in financial technology, a constantly changing space, it is essential to constantly change and inspire continued vision towards the end goal which is both strategic and foundational to the current and future business needs. Hear how Suchi Upandhyayula, CTO of the Digital Technology team at Prudential, has established a culture of rigor and governance which is essential for delivering impactful customer offerings and building high-performance teams in the horizontal functions that serve as role models for others in the company.

  • Suchi Upadhyayula, Chief Technology Officer, Customer Office, Prudential

45mins

Collaborating to Compete Conversation #2: The Challenges & Successes of Converging Resources

Larger financial institutions face the systemic challenge of risk, so integrating fintech partners into long-established platforms in a way that’s risk-averse is a challenge requiring a whole new set of leadership skills. In this session, hear the story of how Plaid and Fannie Mae partnered combining their technological resources and the lessons they learned along the way, as well as the challenges they face from a fintech perspective and from a large established financial institution perspective.

  • Natalie Hunt, Director of Digital Alliances & Technology Integration, Fannie Mae
  • Kate Adamson, Head of Mortgage, Plaid

Fintech Innovation Spotlight #2

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 conversation going well right through the break.

Networking Break

35mins

Stepping Outside the Comfort Zone: Diversification for Fintech

Majority of fintechs started as monoline companies focused on one product —personal loans, student loans, mortgages, banking, etc. They were successful because they figured out how to do one thing well, but how do you identify and, more importantly, execute on the next big opportunity. In this session, hear a framework that helps you discover the answers to those questions.

    • Kuntal Maya Goradia, Director of CX Analytics & Experimentation, PayPal
    • Amanda Luttrell, Director of Corporate Strategy, LendingClub

40mins

Closing Keynote: Diversity in Leadership: How to Attain and Retain

Numerous studies have shown the benefit have having diversity in leadership, most importantly being a reflection of the user base. While its benefits have been recognized by some, efforts to successfully creating a representative board has remained stagnant. Learn how to propel the diversity agenda from leaders on the forefront.

35mins

Closing Comments

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 throughout your career.

45mins

REGISTER

Questions about registration? Email Rob Candianno at rob@momentumevents.com.

Click here to view cancellation/refund/transfer policy.
By registering, you agree to receive Momentum Events emails, updates, special offers and that you have read and consent to our Privacy Policy.

VENUE

Wharton San Francisco

2 Harrison St

6th Floor

San Francisco, CA 94105

HOTEL OPTIONS

2019 SPONSORSHIP OPPORTUNITIES

Opportunities are now available for Fearless in FinTech: West, taking place July 15 at Wharton 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 Ben Greenzweig at bg@momentumevents.com.

THANK YOU TO OUR 2019 SPONSORS

LEAD SPONSORS

Wharton
SF-Stacked-Color-600x350 (6)
MX Logo-01

SUPPORTING SPONSORS

DWT_logo_without_tagline-01
FinTechWomen
CR NEW Logo_Standard AAT_4C-01

CONTENT SPONSOR

Print

MEDIA PARTNERS

PAST SPONSORS INCLUDE:

SF-Tagline-Color
PH_Logo_COLORsm
MX Logo-01sm
Print