September 8-10, 2025
The Marriott Marquis Times SquareNew Yorkkeyboard_arrow_right
Search & Filter keyboard_arrow_right
keyboard_arrow_left Hide
Day 3 - September 10
keyboard_arrow_leftSearch & Filter
search
Streams
Day 3 - September 10
search
Streams
Showing 3 of 3 Streams
Exhibit Hall Networking
Credit Union Spotlight
General Session
8:00am - 9:00am
Registration, Breakfast & Networking
8:30am - 10:30am
A special session for credit unions only (8.30am-10.30am)
9:00am - 9:05am
Welcome from Finovate
9:20am - 9:45am
Power Panel: As embedded finance expands beyond banking & now financial services are everywhere how can financial institutions capture the opportunity which could generate over $100 billion in revenue?
- Phil Goldfeder - CEO, American Fintech Council (AFC)
- Rodrigo Suarez - Chief Banking Officer, Piermont Bank
- Norah Coelho - Managing Director, Embedded Finance, J.P.Morgan
- Lauren McCollom - SVP, Head of Embedded Finance, Grasshopper Bank
- Amanda Swoverland - Chief Compliance Officer, Unit
9:45am - 10:15am
Out of the Box Keynote: Creating trust and loyalty through AI enhanced CX
- Jon Lakefish - Founder, Lakefish Group
10:15am - 10:40am
Power Panel: The CX Revolution - How financial services providers can compete in a hyper personalised world & meet customers at their point of need? What are the key lessons to learn from other industry verticals & from big tech companies about building customer trust?
- Rutger Van Faassen - CEO, Informationbanker
- Shruti Patel - Chief Product Officer, Business Banking, U.S. Bank
- Erin Nash - Head of Digital Servicing, Truist Financial Corporation
- Terry O’Neil - Head of Connected Commerce, Retail Services, Citi
- Stéphane Zanoni - CEO, Riva International
10:40am - 10:45am
Industry Stages start in 5 minutes!
Showing 3 of 3 Streams
Artificial Intelligence
Payments
Lending
10:45am - 10:50am
Opening remarks from the chair
10:50am - 11:05am
Keynote: What is the state of play for AI in financial services? What critical lessons can we learn from large-scale AI implementations?
- Yury Pukha - CEO, Intelligent Edge Consulting
10:45am - 10:50am
Opening remarks from the chair
10:50am - 11:05am
Keynote: Are real-time payments ready to take off? Is faster always better? What are the challenges around developing products on top of RTP and FedNow rails?
- Stephanie Miracle - FedNow Client Specialist, Federal Reserve Financial Services
11:20am - 11:45am
Power Panel: The payments market is estimated to reach $4.78 trillion by 2029 – in the face of fierce competition how can banks capture this opportunity?
- Matthew Alfieri - Partner, Centana Growth Partners
- Geetha Premraj - Head of Global Product Delivery for Real-Time Payments, J.P.Morgan
- Roshni Joshi - Principal Banker, North America, Wise
- Kiana Pourjanfeshan - Vice President of Client Services, Treasury Prime
10:45am - 10:50am
Opening remarks from the chair
10:50am - 11:05am
Keynote: Capturing the opportunity of small business lending: how can financial institutions successfully engage this market
- Jason Mikula - Publisher, Fintech Business Weekly
11:05am - 11:20am
Special Address
11:20am - 11:45am
Power Panel: Embedded lending is on the rise & is moving beyond buy now pay later - how can financial institutions capture the opportunity?
- Peter Renton - CEO, Renton & Co, LLC
- Kim Gerhardt - Owner and Principal Advisor, The FinTech Interactive
- Angel Sorane Andrade - IT Head, F1RST Digital Services, Banco Santander
- Shivam Goyal - Venture Partner, Endeavor Capital Management
Showing 1 of 1 Streams
Exhibit Hall Networking
11:45am - 12:00pm
Quick Refreshments & Book Signing for Banking on (Artificial) Intelligence
Showing 3 of 3 Streams
Artificial Intelligence
Customer Experience
Open Banking
12:00pm - 12:05pm
Opening remarks from the chair
12:05pm - 12:20pm
Keynote: Will agentic AI redefine the future of financial services?
- Nick Fok - Managing Partner, Erez Capital
12:20pm - 12:35pm
Special Address
12:35pm - 1:00pm
Power Panel: Responsible AI in Financial Services - Unlocking innovation whilst managing risks & building trustworthy systems for your customers
- Pablo Salazar - Director of Model Risk Management (MRM), Stellar Bank
- Elias Kruger - Managing Principal, Long-Range AI Consulting
- Ipsita Basu - Product Lead, Shopify
- Yossi Leon - Adjunct Professor, NYU's School of Engineering
- Max Blum - Principal Value Engineer, Celonis
12:00pm - 12:05pm
Opening remarks from the chair
12:05pm - 12:20pm
Keynote: The Power of Distinctiveness: Brand’s new role in customer growth
- Sarah Welch - Managing Director, Curinos
12:35pm - 1:00pm
Power Panel: Walking the CX Talk - How financial institution can deliver outstanding omni channel CX & move away from a siloed approach to blend human & digital CX
- Lauren D’Auria - Head Consumer Interactive Indirect Vertical, TransUnion
- Richard Mathera - Behavioral Scientist, Irrational Labs
- Steven Ramirez - CEO, Beyond The Arc
- Paula Grieco - Senior Vice President, Commonwealth
12:00pm - 12:05pm
Opening remarks from the chair
12:05pm - 12:20pm
Keynote: The Future for Open Banking - How will open data impact the US banking industry & what are the benefits of being an early mover?
- Ryan Miller - Vice President & Senior Counsel, American Bankers Association
12:20pm - 12:35pm
Special Address
12:35pm - 1:00pm
Power Panel: What are the compelling use cases for open banking for US financial institutions? How could AI take the industry beyond open banking?
- Michelle Beyo - CEO & Founder, Finavator
- Mirella Reznic - CEO, Farmers Insurance Credit Union
- Mike Ma - Managing Partner, Sidecut Ventures
- Jennifer Tescher - Founder & CEO, The Financial Health Network
Showing 1 of 1 Streams
Exhibit Hall Networking
1:00pm - 1:45pm
Lunch & Networking, Plus Discussion Roundtables
- Ian White - Head of Liquidity Advisory Treasury Management & Liquidity Solutions, First Citizens Bank
- Sarah Welch - Managing Director, Curinos
- Jon Lakefish - Founder, Lakefish Group
Showing 1 of 1 Streams
General Session
1:45pm - 2:00pm
Keynote Address: Will JPMorgan's data war kill fintech innovation?
- Jim Marous - Publisher, Speaker, Podcast Host
2:00pm - 2:30pm
Power Panel: Balancing the Balance Sheet - With clients keeping their money in various pots, falling interest rates & a booming stock market how can banks & credit unions win the battle for deposits especially as challenger banks now have deposits firmly in their sights?
- Penny Crosman - Executive Editor, Technology, American Banker
- Patricia Montesi - Founder & CEO, Qolo
- Josh Williams - CBO & Head of Partnerships, Seattle Bank
- Christopher Hollins - Head of Treasury Management Sales & Delivery, SVB, a Division of First Citizens Bank
- Mary Miklethun - Senior Vice President, U.S Bank
2:50pm - 3:15pm
Power Panel: From Competition to Collaboration & Co-Creation - Why now more than ever banks need to build strategic partnerships. how to measure the ROI & what you need to know about the lifecycle of partnerships. What new partnership plays tell us about the unbundling & reassembling of financial services
- Jason Mikula - Publisher, Fintech Business Weekly
- Ami Iceman - Chief Research and Digital Experience Officer, MSU Federal Credit Union
- Zakie Twainy - Digital Partnerships & Enterprise Innovation, BNY Mellon
- Ryan Caldwell - Founder and CEO, MX
3:15pm - 3:35pm
Out Of The Box Keynote: Front Seat, First Question: A White House perspective
- Ben Feller - Partner, Maslansky Partners
3:35pm - 4:00pm
Investor All Stars: In turbulent times what is the outlook for the market & what does it mean for funding levels, valuations & the future of financial services? Looking to the future, how can niche product fintechs be turned into platform companies?
- Josh Tanenbaum - Managing Partner, Rebalance Capital
- Lindsay Fitzgerald - General Partner & Co-Founder, Vesey Ventures
- Boyang Li - Principal, Framework Venture Partners
- Mary Joseph - Senior Vice President, Strategic Investments, Citi
4:00pm - 5:00pm
Farewell Drinks, Networking & Book Signing for Big Problems, Little Problems
Get the latest event updates
Sign up to get the latest event updates and information.
Filter
Streams