Day 3Thursday, 23 May 2024 - PT (Pacific Time, GMT-08:00)

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Exhibit Hall Networking

8:00am - 9:00am

Registration, Breakfast & Networking

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General Session

9:00am - 9:10am

Welcome From Finovate

9:10am - 9:20am

Quick Fire Keynote: Focusing On The Three Pillars Of Banking: Deposits, Loans, and Money Movement – How Can Banks Innovate To Drive Revenue In A Challenging Economic Environment?

Sam Kilmer - Managing Director, Fintech Advisory, Cornerstone Advisers

9:20am - 9:50am

Power Panel: Banking On Growth: Deposit Generation Growth Strategies & Marketing Tactics For Banks In 2024

Binna Kim - Co-Founder & CEO, Group Vested
Josh Williams - EVP & Head of Partnerships, Seattle Bank
Naomi Sanghavee - Global Head of CB eCommerce Solutions, JPMorgan Chase & Co.
Alex Harris - Founding Partner, Fiat Growth

9:50am - 10:05am

Keynote Address: Banking On Change - The Exponential Growth Journey

James Robert Lay - Author, Banking On Digital Growth

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General Session

Executive Briefing 5: Women In Fintech

10:05am - 10:20am

Quick Fire Keynote: How AI Is A Force Multiplier On Customer Loyalty

10:20am - 10:50am

Power Panel: Why Reimagining Customer Experience Is Vital For Financial Institutions To Compete In A Hyper Personalized World. What Lessons Can Be Learnt From Other Industries?

Steven Ramirez - CEO, Beyond The Arc
Christopher Hollins - Head of Global Solution Sales & Delivery, Silicon Valley Bank
Lizzie Guynn - Partner, TTV Capital
Ranjit Samra - Head of Product and Experience, J.P. Morgan Wealth Management

10:05am - 10:50am

Women In Fintech Briefing: How Can We All Make Sure We Are Moving The Needle? (10.05-10.50)

Jacqueline Baker - Author, The Unexpected Leader
Julie Lein - Co-Founder & Managing Partner, Urban Innovation Fund
Juliette Richert - Associate, The Artemis Fund
Amber Gerstung - Senior Managing Director, Head of Embedded Payments, SVB
Akita Somani - SVP BNPL/POS Lending, U.S.Bank

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Exhibit Hall Networking

10:50am - 11:25am

Refreshments & Networking Plus A Book Signing With Our Keynote Speaker

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General Session

Credit Union Spotlight

11:25am - 11:40am

Keynote Address: The Next Chapter For Embedded Finance & The Digitisation Of Commerce. In An Age Of Re-Bundling Financial Product Experiences, How And Where Should Banks Play To Win? Why Retailers & Banks Need To Be Actively Partnering On Embedded Finance

11:40am - 12:10pm

Power Panel: Latin America: Challenges & Opportunities Of This Huge Market. What Lessons Can We Learn From Their Fintech Explosion?

Ramon Heredia - Director, Digital Bank Latam
Paola Fuertes - CEO & Co-Founder, Neivor
Justin Smith - Co-Founder & Managing Partner, Recharge Thematic Ventures
Juan Pablo Cuevas - Global Banking Advisory, Simetrik
Kyle Hepp - CEO, BoxMagic

12:10pm - 12:25pm

Fireside Chat: Why Diversity Matters – The Case For Diversity For Your Organisation; Your Team; Your Customers & Your Revenue Growth

Jim Perry - Senior Strategist, Market Insights
Jacqueline Baker - Author, The Unexpected Leader

12:25pm - 12:55pm

Power Panel: From Competition To Collaboration & Co-Creation - Why Financial institutions Need To Build Strategic Partnerships. Where Are The Opportunities & What Are The Hurdles To Overcome?

Victoria Cheng - Partner, PruVen Capital
Tripp Shriner - Managing Partner, Point72 Private Investments
Dexter Wilson - Senior Director, Strategic Partnerships, BNY Mellon
C.S. Lai - Network and Portfolio Development Manager, HSBC Ventures

11:25am - 12:55pm

Special Session For Credit Unions (11.25-12.55)

Sam Das - Managing Director, TruStage Ventures

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Exhibit Hall Networking

Private Lunch For Credit Unions

12:55pm - 1:55pm

Lunch & Speaker-Led Roundtables

12:55pm - 1:55pm

An Opportunity For All Credit Union Attendees To Share Experiences And Network At A Private Lunch

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Artificial Intelligence

Future Payments

Future Banking

1:55pm - 2:00pm

Opening Remarks from The Chair

Theodora Lau - Founder, Unconventional Ventures

2:00pm - 2:15pm

Keynote Address: The Transformative Role Of AI In Finance: How To Positively Engage AI To Drive Value, Efficiency, And Trust In Digital Financial Services And Beyond

2:15pm - 2:30pm

Special Address: Navigating Gen AI Compliance Risks & ROI In Financial Services: Red-teaming, Guardrails & Observability

2:30pm - 3:00pm

Power Panel: AI In Action – How Smart Players Are Harnessing AI To Solve Real Pain Points For Their Businesses Internally & For Their Customers. What Are The Most Exciting Applications Of AI In CX; Personalised Banking; Lending, Payments & Fraud?

Theodora Lau - Founder, Unconventional Ventures
Vivian Yeung - Executive Vice President, Chief Digital & Technology Officer, Fremont Bank
Siddharth Sureka - Director, Analytics & AI Center of Excellence, Data, Analytics & Insight, Charles Schwab
Priya Banerjee - Principal, B Capital
Jason Sharples - SVP & Unit Chief Information Officer, Global Merchant & Network Services, American Express

3:00pm - 3:05pm

Break

1:55pm - 2:00pm

Opening Remarks from The Chair

Kristy Duncan - Founder & CEO, Women In Payments

2:00pm - 2:15pm

Keynote Address: How Will New Technologies, New Competitors & New Business Models Shape The Future Of Payments? How Will Embedded Payments Change The Competitive Landscape?

Lindsay Lehr - Managing Director, Payments and Commerce Market Intelligence (PCMI)

2:15pm - 2:45pm

Power Panel: Real-Time Payments – Will They Be A Game Changer? What Are The Challenges Around Developing Products On Top Of RTP And FedNow Rails? When Will Real Time Payments Gain Momentum In The US?

Soups Ranjan - CEO & Co-Founder, Sardine
Tamara Romanek - Head of Partnerships, Plaid
Bhavana Prathipati - Managing Director, Payments Product Management, SVB
Ramana Satyavarapu - CTO, Nium
Marg Riley - SVP & Director of the Office of the Chief Payments Executive (OCPE), Federal Reserve Financial Services

2:45pm - 2:50pm

Break

1:55pm - 2:00pm

Opening Remarks from The Chair

2:00pm - 2:15pm

Keynote Address: How Can Traditional Banks Compete In A Brave New World? Is Big Tech A Greater Threat To Banks Than Fintech? Is Regulation Of Big Tech On The Horizon?

2:15pm - 2:30pm

Special Address: Creating the Next Generation Customer Experience

2:30pm - 2:45pm

Special Address: Customer-Led Growth: The Key to Efficient Growth in Financial Services

2:45pm - 3:15pm

Power Panel: Bringing An Entrepreneurial Spirit To Banking - How To Transform Traditionally Conservative Banks So They Can Move Faster, Be More Innovative & Create More Value

Julie Muhn - Senior Research Analyst, Finovate
Madhu Rao - Head of Enterprise Architecture and Process Reengineering, US Bank
Kelly Barton - Vice President, Investment Team, CapitalG

3:15pm - 3:20pm

Break

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Customer Experience

Open Banking

Future Lending

3:20pm - 3:25pm

Opening Remarks from The Chair (2.50-2.55)

3:25pm - 3:40pm

Keynote Address: How To Align CX To Your Bank’s USP & Product Propositions. Why Data Is The New Electricity To Give Your Customers Valuable Insights & How AI Can Help (2.55-3.10)

Florencia Ardissone - Executive Director Head Customer Insights and ChaseNet Analytics, JP Morgan Chase

3:40pm - 4:10pm

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. And How Can You Measure Success? (3.10-3.40)

Duke Chung - Co-Founder & CEO, TravelBank
Ami Iceman Haueter - Chief Research and Digital Experience Officer, MSU Federal Credit Union
Jim McGinley - General Manager, Credit Cards, Credit Karma
Ashlyn Lackey - Director, Emerging Technology & Innovation Strategy, Prudential

4:10pm - 4:15pm

Closing Remarks From The Chair (3.40-3.45)

4:15pm - 4:18pm

Close of FinovateSpring 2024. See you next year!

3:20pm - 3:25pm

Opening Remarks from The Chair (2.50-2.55)

3:25pm - 3:40pm

Keynote Address: Open Banking, Banking As A Service, Embedded Finance – What Are The Challenges & The Opportunities? Why BaaS Is Facing Headwinds – Regulatory Scrutiny, An Over Commoditised Crowded Market & Complicated Partnerships (2.55-3.10)

Rodrigo Suarez - Chief Banking & Innovation Officer, Piermont Bank

3:40pm - 4:10pm

Power Panel: Why Open Banking Is Critical To Agility, To Future Proofing Your Business & To Delighting Your Customers.  What Are The Compelling Use Cases For US Banks & What Can They Learn From The Success Of Open Banking In Europe, India & Australia? How Can Banks Monetise New Sources Of Data About Customers Globally? (3.10-3.40)

Kim Gerhardt - Owner and Principal Advisor, The FinTech Interactive
Steve Bishop - EVP & Chief Operating Officer, OMB Bank
Reetika Grewal - Head of Digital for Commercial Banking and Corporate & Investment Banking, Wells Fargo
Kevin Jacques - Partner, Cota Capital

4:10pm - 4:15pm

Closing Remarks From The Chair (3.40-3.45)

4:15pm - 4:18pm

Close of FinovateSpring 2024. See you next year!

3:20pm - 3:25pm

Opening Remarks from The Chair

3:25pm - 3:40pm

Fireside Chat: The Importance of the Digital Shift in Small Business

3:40pm - 4:10pm

Power Panel: Buy Now Pay Later: A Great Product For Customers Or A Debt Trap? How Is This Exploding Market Going To Change The Status Quo & What Does It Mean For The Future Of Credit Cards? And What Are US Regulators Planning?

Rutger van Faassen - Head of Market Strategy, Curinos
Akita Somani - SVP BNPL/POS Lending, U.S.Bank
Theodora Lau - Founder, Unconventional Ventures
Brandon Schroeder - VP, Commercial Card Account Manager, Umpqua Bank

4:10pm - 4:15pm

Closing Remarks From The Chair

4:15pm - 4:18pm

Close of FinovateSpring 2024. See you next year!

Day 3Thursday, 23 May 2024 - PT (Pacific Time, GMT-08:00)

Day 3Thursday, 23 May 2024 - PT (Pacific Time, GMT-08:00)

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