AGENDA

Registration & Breakfast

Chairs’ Opening Remarks

45mins

Opening Keynote: Igniting Creativity & Inspiring Teams to Be Fearless to Fail

FinTech is changing the definition of banking in profound ways. Business models will continue to evolve as new technologies are adopted.

  • Guiding principles to encourage safe and responsible innovation and risk
  • management
  • What did the COVID-19 teach us about leadership in unprecedented times

45mins

Panel: The Aftermath of the COVID-19 Crisis-Lessons Learned and Opportunities for Fintechs to Shine

2020 gave new meaning to “prepare for the unexpected”. Companies across the globe were forced to pivot and completely change their normal business practices. Flexibility and agility were paramount to ensuring business continuity during these unprecedented times. Join the discussion as we explore what were the most profound learnings that came out of this crisis including:

  • Explore the many benefits that FinTech tools provided during this crisis including, was the $2 trillion COVID-19 relief bill the catalyst for digitizing the dollar?
  • How did innovative organizations reinvent themselves and deliver new alternatives or greater value to customers
  • Explore how this has changed the future of financial services-What new advancements can we expect to see on the horizon and what are some exciting areas of technology-driven transformation

45mins

Networking Break

45mins

Industry Spotlight: Emerging issues and Market Impact related to Financial Technologies and their Application

  • Public and private sector engagement to encourage safe and responsible innovation, and Risk Management
  • How FinTech’s are emerging to meet the needs of typical underserved populations and other social impact applications

45mins

Panel: Scalability from Startup to Mid-Sized and Beyond: Learning What it Takes to Grow Your Company

The journey from an idea to a successful, profitable business is not usually a straight line and one size does not fit all. Hear from a panel of start ups at various stages, start-up, small to medium and medium to large to uncover the steps that need to be taken to scale and grow your company appropriately and forged for future growth. During this session:

  • How to expand your start-up concept to reach a wider audience
  • What it takes to build a strong leadership team
  • Tackling challenges such as customer support and partnerships
  • Proven change management principles and how to handle big transformations
  • Culture shifts that go along with stages of growth

45mins

Best of Both Worlds: Promoting Innovation and Ensuring Regulatory Compliance

Advancements in FinTech are evolving at a feverish pace. However, the speed at which these technologies are created and adopted can expose regulatory gaps or ambiguities putting everyone at risk. Join a candid discussion of 'watchouts' in IP, data, privacy and regulation as well as:

  • Update on current rules and regulations impacting financial services
  • Explore lessons learned and cautionary tales to learn how to navigate and thrive in a highly regulated environment
  • Legal parameters for fintech execs and bankers to consider when innovating in financial services
  • Guiding principles for encouraging safe and responsible innovation
  • Ways to ensure that keeping a close eye on the regulatory landscape does not hinder the creativity and innovation

45mins

Networking Lunch

45mins

Peer to Peer Roundtables: Choose Your Own Adventure!

During this time attendees will be offered the opportunity to break out into smaller roundtable discussions to engage in more intimate discussion to benchmark with your peers on the topics that appeal most to you. Topics will run simultaneously so please select one topic per segment. Topics for your choose from include:

  • Designing an Evolving Equation for Fintech Evaluation
  • Turning Relationships into Profitable Partnerships
  • Tech Driven Partnership Strategy
  • Social Impact Fintechs
  • Effective Methods of Mentorship and Sponsorship to Promote Diversity and Inclusion

45mins

Applying the Business Lens to the Tech Organization to Drive Enterprise-Wide Growth

How do you determine which initiatives make the most sense from a business perspective

  • Christine Fulcher, Director Strategic Operations, Betterment

45mins

Panel: Customer Focus: Balancing Personal Touch and Advancements in Technology

Customers of modern-day financial services firms have higher expectations than ever before and those expectations grow more by the day. The financial technology industry is all about attracting, engaging and retaining customers. The ultimate question is “how are we going to attract customers in a different way and how are they going to consume and engage with us in a much more customer-centric way than in previous generations?” In this session, learn about the shifts that are taking place in consumers’ needs and behaviors as it relates to banking. Join this discussion to hear how innovative leaders are continually upgrading to foster deeper connections with customers as well as:

  • In the aftermath of the COVID-19 crisis that evoked panic and fear for many, how did this change your engagements with customers when they need more than automation but a more humanized approach
  • How are FinTechs paving the way for deeper, more secure, more transparent engagements with customers to drive deeper engagements
  • What are some effective ways to drive customer-centricity across the industry
  • Democratizing financial services by providing services to the underserved
Panelists:
  • Laura Lehr, Director CX Operations, Stash-Riskified
  • 45mins

Go Team!: How Collaboration Has Become a Driving Force in Corporate Innovation

From open architecture to fintech partnerships, financial industry incumbents now deploy a number of collaborative strategies in the face of a fast-moving competitive landscape. How can these organizations, their partners, and up-and-coming fintechs leverage cooperation to advance technologies that will ultimately benefit all market participants? During this discussion:

  • Guidance for how to build partnerships that foster mutual success
  • Strategies for selling the value of collaborative innovation to your C-Suite
  • What are some of the KPIs throughout the journey to success to ensure you are headed in the right direction
  • Jeannette Spaulding. VP, Principal Product Manager, Integration Technology, BNY Mellon

45mins

Networking Break

45mins

Utilizing APIs to Spur Collaborative Innovation

Who is using open banking APIs now? Hear about examples from the Aviation, HR & Benefits and Personal Financial Management spaces on how they are utilizing this tool to innovate their practices. case study will reveal:

  • What are open banking APIs?
  • How open banking APIs create a win-win-win situation for banks, businesses and consumers
  • Why every company will be a fintech company in the future

45mins

Research SpotLight: Digital Wallet and Digital Banking Research Findings

Jen-Larie Tumminello, Sr. Quality Control Lead/ Risk, LISCC Programs (OOC), Federal Reserve Bank of New York

45mins

Disruptive Technology: Diving into Opportunities in AL, Machine Learning, Blockchain

Implementing AI and Machine Learning to improve legacy systems

45mins

Co-Chairs’ Closing Remarks

45mins

Closing Reception

45mins

End of Day

45mins

Registration & Breakfast

45mins

Chairperson’s Opening Remarks

  • Professor David Musto, Ph.D. | Ronald O. Perelman Professor in Finance; Faculty
  • Director, Stevens Center for Innovation in Finance | The Wharton School
  • Marni Edelhart | VP, Content | Momentum Events

45mins

Feminism in FinTech: Innovating Practices and Culture to Create a Positive and Inclusive Environment for Women to Thrive

In a field that has traditionally been very male-dominated, it is time to make room for more women. As an increasing number of females are becoming CEOs and entrepreneurs, it’s important to create a work environment where women feel empowered. This case study will reveal:

  • Importance of putting diversity and inclusivity at the forefront to promote an equal space
  • Culture dynamics in the workplace and how they impact productivity
  • How to create a space where people employees feel welcomed to share their ideas

45mins

Exploring the Past, Present, and Future of FinTechs to Determine Where the Market is Heading

Banking and financial services have gone through a tremendous transformation over the past few decades driven by emerging technologies. Learn from professionals who have witnessed these changes discuss where they believe technology-driven transformation is headed. This session will reveal:

  • Trends in the technology industry and its effect on banking
  • Strategies to improve on shifting customer interactions
  • How to remain compliant in an ever changing environment

45mins

Networking Break

45mins

Scaling Your Start-Up: Learning What it Takes to Grow Your Company

So you’ve launched your start-up, but the launch is only step one. The journey from an idea to a successful, profitable business is not usually a straight line. Learn how one FinTech start-up has navigated the path to meaningful and measurable growth. This case study will reveal:

  • How to expand your start-up concept to reach a wider audience
  • What it takes to build a strong leadership team
  • Tackling challenges such as customer support and partnerships
  • Change management and how to handle big transformations

45mins

Recruiting Diverse Talent to Foster Growth and Innovation

  • Professor David Musto, Ph.D. | Ronald O. Perelman Professor in Finance; Faculty
  • Director, Stevens Center for Innovation in Finance | The Wharton School
  • Sarah Hammer | Managing Director of The Stevens Center for Innovation in Finance, The Wharton School Senior Director of The Harris Alternative | The Wharton School

45mins

Lunch

45mins

Take Your Seat in the C-Suite: Diving into Leadership, Mentoring, and What it Takes to Be a Boss

Over the years, we’ve seen a steady increase in women entrepreneurs and CEOs. In a space that has typically been occupied by men, women are breaking down the door and declaring a seat at the table. Hear from powerful entrepreneurs discuss their experiences and setbacks when it comes to being a leader in the FinTech space. This panel will reveal:

  • How to take a concept and turn it into a reality
  • How to build strong relationships with consumers and employers
  • The benefit of partnerships and how to utilize the network around you
  • Libby Morris | Head of US Operations | Funding Circle

45mins

Break Out Sessions: Diving into Emerging FinTech Trends

  • Weighing the Pros and Cons of Produce Automation & Integration
  • Implementing AI & ML to Improve Legacy Systems
  • Addressing Blockcahin’s Impact on Financial Services
  • Annie DeStefano | VP of FinTech | Silicon Valley Bank
  • Sarbjeet Atwal | Director, Financial Crime Compliance | Standard Chartered Bank
  • 45mins

Building Beneficial Partnerships in Order to Thrive in Expanding Banking Ecosystem

  • Luan Cox | President & CEO | FinMkt

45mins

Networking Break

45mins

Increasing Mindshare to Drive Innovation

For years, financial services organizations have remained insular in order to protect their IP and market share. Emerging technologies have, however, dramatically changed the potential opportunities for innovation and these opportunities are often best realized in the form of partnerships between two organizations. This case study will reveal:

  • Real data related to actual partner-driven products and programs
  • Guidance for how to build partnerships that foster mutual success
  • Strategies for selling the value of mindshare to your C-Suite
  • Allyson Laurance | SVP, Global Strategic Partnerships & Investments | Citi

45mins

Addressing the Future of Open Banking APIs to Uncover the Challenges and Benefits

This case study will reveal:

  • What are open banking APIs?
  • How open banking APIs create a win-win-win situation for banks, businesses and consumers
  • Why every company will be a fintech company in the future
  • Susan French | Head of Product at BBVA Open Platform | BBVA

45mins

Exploring Relationship between Traditional Banking and FinTechs to Strengthen Partnership and Collaboration

With FinTechs coming in and changing the banking landscape, it’s important for traditional banks and startups to not view each other as competition, but understand how they can work with one another to both grow and benefit. This panel will reveal:

  • Tensions between FinTech and traditional banks and what can be done to sharpen communication and understanding
  • Educate consumers on banking services and the values they can bring to businesses
  • Changes that must be made internally in order to update processes and approaches
  • Denise Leonhard | Senior Director, Global Corporate Strategy | PayPal
  • Annie DeStefano | VP of FinTech | Silicon Valley Bank
  • Gloria Colgan | Chief Marketing Officer | Velo Payments
  • John Weithorn | AML/BSA Officer, North Americas | TransferWise

45mins

Chairperson’s Closing Remarks

  • Professor David Musto, Ph.D. | Ronald O. Perelman Professor in Finance; Faculty
  • Director, Stevens Center for Innovation in Finance | The Wharton School
  • Marni Edelhart | VP, Content | Momentum Events

45mins

Closing Reception

45mins

End of Forum

45mins

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