May 7-9, 2025
Sheraton San Diego Hotel and MarinaSan Diego, CAkeyboard_arrow_right
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2025 agenda. Day 3 - PT (Pacific Time, GMT-08:00)
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2025 agenda. Day 3 - PT (Pacific Time, GMT-08:00)
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Exhibit Hall Networking
8:00am - 9:00am
Registration, Breakfast & Networking
Showing 1 of 1 Streams
General Session
9:00am - 9:05am
Welcome from Finovate
- Greg Palmer - Vice President, Finovate
9:05am - 9:20am
Keynote Address: The power of distinctiveness: brand’s new role in customer growth
- Sarah Welch - Managing Director, Curinos
9:20am - 9:50am
Power Panel: As fraud threats continue to evolve and become a #1 issue for the financial services industry, how can all players collaborate to safeguard their customer assets and companies' reputations? What role can regtech, GenAI and digital identity play?
- Jas Randhawa - Managing Partner, StrategyBRIX
- Aditya Mehra - Senior Architect Machine Learning, Bank of America
- Theodora (Theo) Lau - Innovator Technologist and Connector, Unconventional Ventures
- Catherine Woneis - VP, Product, Fingerprint
9:50am - 10:10am
Out of the Box Keynote Address: Creating trust and loyalty through AI-enhanced CX
- Jon Lakefish - Founder, Lakefish Group
10:10am - 10:40am
Power Panel: The CX Revolution: How financial services providers can compete in a hyper-personalized world and meet customers at the point of need. What are the key lessons to learn from other industry verticals and from how big tech companies build customer trust?
- Tanvi Lal - Investor, Intuit Ventures
- Katie Dove - Behavioral scientist and Managing Director, Irrational Labs
- Michael Rangel - Co-Founder, Novo
- Erin Estelle - SVP, Chief Marketing Officer, Valley Strong Credit Union
10:40am - 10:50am
Short Break: Industry stages start in 10 minutes!
Showing 3 of 3 Streams
Artificial Intelligence
Open Banking
Future Lending
10:50am - 10:55am
Opening remarks from the chair
- Theodora (Theo) Lau - Innovator Technologist and Connector, Unconventional Ventures
10:55am - 11:10am
Fireside Chat: What are the real use cases for AI in finance verticals? How smart players are using AI to solve real pain points for their businesses and their customers
11:25am - 11:50am
Power Panel: What does the era of generative AI mean for FIs? What is our flavor du jour and how are FIs coping?
- Theodora (Theo) Lau - Innovator Technologist and Connector, Unconventional Ventures
- Chad Smith - President & Chief Operating Officer, Better.com
- Alisa Rusanoff - Head of Credit / Trade Finance, Crescendo Asset Management
- Patrick Rivenbark - Operating Member, Heartwood Guild
10:50am - 10:55am
Opening remarks from the chair
- Julie Muhn - Senior Research Analyst, Finovate
10:55am - 11:10am
Keynote Address: The Future for Open Banking: Unpacking Rule 1033 and how open data will impact the US banking industry. What are the benefits of being an early mover?
11:10am - 11:40am
Power Panel: What are the compelling use cases for open banking for US FIs? What can they learn from the success of open banking in the rest of the world?
- Carrie Forbes - CEO & Founder, Rockstar Advisory
- Nirvikar Jain - Managing Director, Woodside Capital Partners
- Jesse Schwarz - Executive Director, Fintech Partnerships, JP Morgan Chase
- Nicole Klein - VP of Open Finance, MX
10:50am - 10:55am
Opening remarks from the chair
- David Penn - Research Analyst, Finovate
10:55am - 11:10am
Keynote Address: Capturing the opportunity of SME lending: how can FIs successfully engage this market?
- Jacob Bennett - Co-Founder, CEO, Crux Analytics
11:10am - 11:40am
Power Panel: Embedded lending is on the rise and moving beyond BNPL. How can FIs capture the opportunity?
- Diksha Gera - Senior Analyst, Bloomberg Intelligence (BI)
- Ibrahim AlSuwaidi - Partner, DCM
- Jamie Twiss - CEO, Carrington Labs
- Rob Seidman - Head of Avvance/POS lending, U.S. Bank Avvance
Showing 2 of 2 Streams
Exhibit Hall Networking
Book signing
11:50am - 12:05pm
Short Refreshments & Networking Break
11:50am - 12:05pm
First come first served for our book signing with Theo Lau of her new book Banking on (Artificial) Intelligence: Navigating the Realities of AI in Financial Services
Showing 3 of 3 Streams
Future Payments
Customer Experience
Future Banking
12:05pm - 12:10pm
Opening remarks from the chair
- David Penn - Research Analyst, Finovate
12:10pm - 12:25pm
Keynote Address: 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?
- Lindsay Lehr - Managing Director, Payments and Commerce Market Intelligence (PCMI)
12:25pm - 12:40pm
Special Address: Navigating Regulation Uncertainty While Gearing Up for Growth: The importance of picking the right payments partner
- Patrick Dix - Vice President, Client & Association Engagement, SHAZAM
12:40pm - 1:05pm
Power Panel: The payments market is estimated to reach $4.78T by 2029. How will new technologies, new competitors, new business models and embedded payments shape the future? Who is set to win the wallet war?
- Rutger van Faassen - CEO, InformationBanker
- Jim Colassano - Product Management Executive, The Clearing House
- June Yuan - Business Product Lead, Wise
- Lindsay Lehr - Managing Director, Payments and Commerce Market Intelligence (PCMI)
12:05pm - 12:10pm
Opening remarks from the chair
- Steven Ramirez - CEO, Beyond The Arc
12:10pm - 12:25pm
Keynote Address: Banks and FIs still face one key battle: Consumer trust. How can banks make every department responsible for customer experience?
- Sean Albertson - Founder & CEO, CX4ROCKS LLC
12:40pm - 1:05pm
Power Panel: Walking the CX Talk: How FIs can deliver outstanding omni-channel CX and move away from a siloed approach to blend human and digital CX.
- Steven Ramirez - CEO, Beyond The Arc
- Kaushal Pandia - CDO, Corporate & Commercial Segment, U.S. Bank
- Suraya Randawa - Head of Omnichannel Experience, Curinos
- Glenn Borok - Vice President on the investment team, Jump Capital
12:05pm - 12:10pm
Opening remarks from the chair
- Julie Muhn - Senior Research Analyst, Finovate
12:10pm - 12:25pm
Keynote Address: The Bank of 2030: How to move from a product centric design to life stage banking and compete with big tech companies that are already experience led
- Tiffani Montez - Principal Analyst, EMARKETER
12:25pm - 12:55pm
Power Panel: The Banking Modernization Agenda: How can banks modernize their tech estates to be fit for the digital future? What are key questions around technology, cloud, business and operational models, risk, talent and culture?
- JT Thykattil - VP & Research Director, Forrester Research Inc | Citadel Securities Alum
- Vaibhav Pradhan - Senior Director - Data Platform, SS&C Technologies
- Katie Quilligan - Investor, BankTech Ventures
- Casey Ferguson - Vice President of Marketing, Zoot Enterprises
Showing 3 of 3 Streams
Exhibit Hall Networking
Discussion roundtables
Book signing
1:05pm - 1:50pm
Lunch & Networking
1:05pm - 1:50pm
Speaker-Led Discussion Roundtables Over Lunch
- Jon Lakefish - Founder, Lakefish Group
- Manas Chawla - Founder and Chief Executive, London Politica
- Rutger van Faassen - CEO, InformationBanker
- Steven Ramirez - CEO, Beyond The Arc
1:05pm - 1:20pm
First come first served for our book signing with Sean Albertson of his book 4ROCKS: Reduce Effort, Drive Loyalty, Transform The Customer Journey
Showing 1 of 1 Streams
General Session
1:50pm - 2:20pm
Power Panel: Balancing the Balance Sheet: With clients keeping their money in various pots, falling interest rates and a booming stock market, how can banks win the battle for deposits especially, as challenger banks now have deposits firmly in their sights?
- Steven Ramirez - CEO, Beyond The Arc
- Mary Miklethun - Senior Vice President, U.S Bank
- Christopher Hollins - Global Head of Product Sales, and Design, SVB, a Division of First Citizens Bank
- Ben Maxim - Chief Innovation Officer, MSU Federal Credit Union
2:20pm - 2:40pm
Keynote Address: The global economic and geopolitical outlook and the direction of travel for the US economy
2:40pm - 2:55pm
Case Study: How MSUFCU has built a fintech process to move all their fintech partners from pilot to practice between their teams. What have the results been and what lessons have been learned?
- Ami Iceman Haueter - Chief Research and Digital Experience Officer, MSU Federal Credit Union
- Ben Maxim - Chief Innovation Officer, MSU Federal Credit Union
2:55pm - 3:25pm
Power Panel: From Competition to Collaboration & Co-Creation: Why FIs need more than ever to build strategic partnerships. How can FIs measure the ROI on partnerships and what do they need to understand about their lifecycle? What do new partnership plays tell us about the unbundling and reassembling of financial services providers?
- Pam Kaur - Head of Bank Technology, BankTech Ventures
- Lisa Gold Schier - Adviser, Reading Cooperative Bank
- Kevin Jacques - Partner, Cota Capital
- Fabiana Montoya - Director of Fintech Partnerships and Innovation, Scotiabank
3:25pm - 3:40pm
Keynote Address: The intersection of quantum & AI and what it means for financial services
- Mohammad Rasouli - CEO AIx2, Stanford AI Researcher
3:40pm - 4:10pm
Investor All Stars: Are we going to see a sustained fintech boom and if so, what will it mean for funding levels, valuations and financial services? Looking to the future, how can niche product fintechs be turned into platform companies?
- Kris Cole - Managing Director, Prosek Partners
- Jade Mandel - Managing Director, Goldman Sachs
- Fred Campbell - General Partner, TRAC.vc
- Lizzie (Guynn) Hartley - Partner, TTV Capital
- Ankit Sud - Partner, NewView Capital
4:10pm - 4:13pm
Close of FinovateSpring 2025 - see you next year!
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