JW Marriott Tampa Water Street
May 13 – 15, 2024
Experience FinXTech Evaluation
Day One Evaluations
8:10 AM – 8:40 AM
The State of the Industry
Aaron Donaldson, Principal, Technology & Management Consulting, RSM US LLP
8:45 AM – 9:35 AM
FinXTech Connect Tech Talks
Tech Talk 1: Virtual Agent as Front-line Contact Center Generalist Reduces Hold Times & Improves Staffing at United Bank
Ben Nichols, Head of Product, Directlink
Tech Talk 2: Torpago Enables Financial Institutions to Launch Industry-leading Commercial Credit Card and Spend Management Programs
Brent Jackson, CEO, Torpago, Inc.
Tech Talk 3: Humanizing the Digital Channel by Delivering Personalized Experiences That Create Loyalty & Drive Profitability
Paul Provenzano, VP Market Development, ebankIT
Tech Talk 4: Innovative Data Tool Drives User Engagement at Listerhill Credit Union
Matt LaBenz, VP, Sales, Apiture
Tech Talk 5: SBA Loan Growth With Predictive Expected Loss (EL) & POS Embedded Finance
Loughlin Cleary, President & National Sales Director, Lenders Cooperative
10:20 AM – 10:50 AM
What Are You Hearing?
David Foss, Chair of the Board & CEO, Jack Henry
Michelle King, President, Bank Director & FinXTech
10:50 AM – 11:40 AM
FinXTech Connect Tech Talks
Tech Talk 1: How to Create a Digital Relationship Banking Experience
Matt Phipps, Chief Marketing Officer, Agent IQ
Tech Talk 2: Driving Digital Fluency, Adoption and Growth
John Findlay, CEO, LemonadeLXP
Tech Talk 3: Banking Has Changed. Grow Earnings Today.
Mac Thompson, President & Founder, White Clay
Tech Talk 4: Put Simply, Raisin Helps Level the Playing Field for Regional & Community Institutions
Cetin Duransoy, CEO, Raisin
Tech Talk 5: Digital Leap Forward: Banking on Innovation
Kristin Kelly, Chief Product Officer, Derivative Path, Inc.
11:50 AM – 12:20 PM
Partnership Presentation 1: Cannabis Banking: Tech-Driven Compliance for Growth
Brett Ballman, First Vice President of Business Services and Consumer Lending, Salal Credit Union
Tony Repanich, CEO, Shield Compliance, LLC
Partnership Presentation 2: The Path to Digital Maturity: Fast, Frictionless & Fully-Automated
Wesley Zauner, Vice President of Product, MeridianLink
Partnership Presentation 3: What to Look for in a Trusted Relationship
Steve Hill, SVP & CIO, RCB Bank
Lee Long, Chief Experience Officer, HC3
Partnership Presentation 4: Relationship Banking Beyond the Branch
Robin McDougald, Chief Retail & Product Officer, Texas First Bank
Matt Phipps, Chief Marketing Officer, Agent IQ
1:20 PM – 1:50 PM
The Risk of Not Doing Something
Kevin Bannerton, EVP, Chief Product Officer, R&T Deposit Solutions
Tim Dively, National Digital Growth Director, CliftonLarsonAllen LLP
Chris Griffin, Co-founder and Co-president, Narmi Inc.
Moderated by: Michelle King, Bank Director & FinXTech
1:50 PM – 2:40 PM
FinXTech Connect Tech Talks
Tech Talk 1: Connectivity is King: Bridging the Legacy Technology Gap
Michael Ball, SVP, Markets & Strategy, Kinective
Tech Talk 2: Turnkey Lending for Solar — How Fintech Partnerships Can Expand Your Loan Portfolio Without Increasing Staffing
Ravi Mikkelsen, CEO & Co-founder, Atmos Financial
Tech Talk 3: Empowering FIs With Real-World Insights and Industry Experience to Determine the Best Fintech and Technology Partners
Elia Blankenship, Director, Management Consulting, Financial Institutions Advisory, RSM US LLP
Tech Talk 4: How to Put Your Customers First and Stop Account Opening and Takeover Fraud
Mark Dreux, Global Financial Services Leader, ID DataWeb
Tech Talk 5: Fast-Forward Innovation and Feature Delivery With Embedded Fintech
Joshua Jordan, Director of Digital Engagement, Jack Henry
2:50 PM – 3:20 PM
Partnership Presentation 1: Mastering Niche Banking Through Advanced Data Technology
Mike Kennedy, Co-founder and Chief Strategy Officer, Green Check Verified
Jeffery Trammell, Chief Operations Officer, Merchants & Marine Bank
Partnership Presentation 2: Commercial Banking Reimagined: A New Chapter in Financial Services
Matt Blangiardi, Head of FX Payments Sales, Derivative Path, Inc.
Ron Zimmerman, SVP, Director of Deposit Operations and Automation, FirstBank
Partnership Presentation 3: Leveraging Technology to Acquire, Retain and Grow: The BayFirst Blueprint
Chris Griffin, Co-founder and Co-president, Narmi Inc.
Michael Yang, VP, Director of Digital Banking, Bayfirst Financial
Partnership Presentation 4: How a Digital Brand Brought New Life and Deposits to a Historic Bank
Steve Baker, EVP, Chief Innovation Officer, Regent Bank
Kathleen Craig, Founder & CEO, Plinqit
4:05 PM – 4:35 PM
How Financial Institutions Can Embrace Artificial Intelligence
Colin Cassidy, General Manager, Banking and Fintech, Microsoft
Mark Leher, Director, Product Management, Alkami Technology, Inc.
Mac Thompson, President & Founder, White Clay
Moderated by: Kiah Haslett, Banking & Fintech Editor, Bank Director
4:45 PM – 5:25 PM
Unveiling Key Banking Trends and Challenges
Nicole Lorch, President & COO, First Internet Bank
David Ness, SVP Innovation R&D, U.S. Bank
Maria Tedesco, President & COO, Atlantic Union Bank
Moderated by: Naomi Snyder, Editor-in-Chief, Bank Director
Day Two Evaluations
8:40 AM – 9:15 AM
Bringing the Digital Deposit Landscape Into Focus
Parker Graham, Founder & CEO, Finotta
John Major, Director, Government and Institutional Funds, American Deposit Management, LLC
Mary Grace Roske, Head of Marketing, CD Valet
Moderated by: Naomi Snyder, Editor-in-Chief, Bank Director
9:15 AM – 9:45 AM
FinXTech Connect Tech Talks
Tech Talk 1: Secure Small Business Deposits By Maximizing Merchant Services for Your SMB Businesses Through Digital Experiences
Christina Ziegler, Chief Product Officer, Merchant’s PACT
Tech Talk 2: Hear How Hawthorn River Delivers Big Bank Lending Capabilities to Community Banks
Jon Rigsby, VP, Product Management, CSI
Tech Talk 3: Sticky Savings: How Embedded Protection Keep Deposits From Walking Away
Alex Matjanec, Founder & CEO, Wysh Life and Health Insurance Company
10:15 AM – 10:45 AM
The Changing Payment Landscape
Sam Maule, Head of Business Development, Moov
Chris Rigoni, Chief Process and Control Officer, Evolve Bank & Trust
Moderated by: Lexie Garcia, Vice President of Business Development, Bank Director
10:45 AM – 11:15 AM
Point/Counterpoint Debate
Virginia Heyburn, Director of Research, Insights and Advocacy, Engage fi
Brandon Oliver, Principal, BankTech Ventures, LP
Riaz Syed, Founder & CEO, Infinant
Moderated by: Kiah Haslett, Banking & Fintech Editor, Bank Director