Agenda

9:30 a.m. – 10:00 a.m.
Breakfast + Registration

10:00 a.m. – 10:20 a.m.
Riding The Wave Of Change
Al Dominick, President & CEO, Bank Director
Robert H. McCooey, Jr., Senior Vice President of Listing Services, Nasdaq
The fabric of the financial industry continues to evolve as new technology players emerge and traditional participants transform their business models.  To open this year’s event, we recognize the efforts made to grow both a fintech and a bank’s business through collaboration and partnerships.  Be it through new methods, products or services, we identify emerging trends while recognizing stand out performances between banks and fintech companies that show how collaboration resulted in significant growth — both financially and reputationally.

10:20 a.m. – 11:10 a.m.
Banking’s New DNA
Michael M. Carter, CEO, BizEquity
Vivian Maese, Partner, Latham & Watkins
Eduardo Vergara, Head of Payments Services & Global Treasury Product Sales, Silicon Valley Bank 
Moderated by:  Al Dominick, President & CEO, Bank Director
With continuous pressure to innovate, banks today are learning from new challengers, adapting their offerings and identifying opportunities to collaborate. In this panel session, there are no prepared speeches; instead, we focus on the most pressing issues facing financial services companies as they leverage new tools and technologies to compete.

11:10 a.m. – 11:20 a.m.
Refreshment Break

11:20 a.m. – 12:10 p.m.
Who Has the Power to Transform Banking
Jeana Deninger, Senior Vice President, Marketing, CoverHound, Inc.
Brooks Gibbins, Co-Founder & General Partner, FinTech Collective
Colleen Poynton, Vice President, Core Innovation Capital
Moderated by:  Al Dominick, President & CEO, Bank Director
While fintech startups continue to spearhead the technological transformation of financial services, recent efforts by systemically important financial institutions call into question who really has the power to transform banking.  From an investment perspective, recent market turmoil may put some opportunities on hold – while others now have a higher, sharper bar to clear.  In this session, we talk to investors about the traits that they look for when backing a venture in the context of a changing economic environment.

12:10 p.m. – 1:00 p.m.
Networking Lunch

1:00 p.m. – 1:10 p.m.
Introduction of FinXTech
Kelsey Weaver, Publisher, Bank Director 

1:10 p.m. – 2:00 p.m.
Opportunities to Reinvigorate the Banking Industry
Tom Kimberly, General Manager, Betterment Institutional
Pete Steger, Head of Business Development, Kabbage, Inc.
Michael Tang, Partner & Global Financial Services Digital Transformation & Innovation Practice Leader, Deloitte Consulting LLP
Moderated by: Al Dominick, President & CEO, Bank Director
Many fintech companies are developing strategies, practices and new technologies that will dramatically influence how banking gets done in the future. However, within this period of upheaval – where considerable market share will be up for grabs – ambitious banks can leapfrog both traditional and new rivals. During this hour, we explore various opportunities for financial services companies to reinvigorate the industry.

2:00 p.m. – 2:50 p.m.
Opportunities to Financially Participate in Fintech
Joseph S. Berry, Jr., Managing Director, Co-Head of Depositories Investment Banking, Keefe, Bruyette & Woods, Inc. A Stifel Company
Kai Martin Schmitz, Leader FinTech Investment LatAm, Global FinTech Investment Group, International Finance Corporation
Moderated by:  Al Dominick, President & CEO, Bank Director
While large, multinational banks have made a series of investments in the fintech community, there is a huge, untapped market for banks to become an early-stage investor in fintech companies. Based on the day’s conversations, this session looks at opportunities to financially support emerging companies looking to grow and scale with their support.

2:50 p.m. – 3:05 p.m.
Best of FinXTech Awards 
Al Dominick, President & CEO, Bank Director
Kelsey Weaver, Publisher, Bank Director
With banks of all sizes continuing to implement innovative technologies to grow their organizations, we recognize the efforts made to grow a bank through collaboration and partnerships by and between banks and fintech companies.  Before the Closing Bell, we recognize five relationships that reflect stand-out performance by and between fintech companies and financial institutions.

3:00 p.m. – 5:00 p.m.
Networking Cocktail Reception

3:30 p.m. – 4:00 p.m.
Closing Bell Ceremony
Al Dominick, President & CEO, Bank Director
Joan Susie, Chairman, Bank Director
Kelsey Weaver, Publisher, Bank Director