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FinovateSpring
May 5-7, 2026
Sheraton San Diego Hotel and MarinaSan Diego, CA
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2026 agenda. Day 3 - PT (Pacific Time, GMT-08:00)

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2026 agenda. Day 3 - PT (Pacific Time, GMT-08:00)
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Showing 3 of 3 Streams
8:00am - 9:25am
Registration, Breakfast & Networking
8:30am - 10:20am
Credit Union Spotlight & Breakfast
9:25am - 9:30am
Welcome from Finovate
  • Greg Palmer - Vice President, Finovate
9:30am - 10:00am
Power Panel: Becoming Truly Customer Centric In A Hyper Personalised World & Meeting 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?
  • Steven Ramirez - CEO, Beyond The Arc
  • Sonia Bainbridge - Head of Digital Distribution EMEA, Invesco
  • Deepa Chatterjee - SVP, Business Development and GTM, U.S. Bank
  • Leeron Morad - Senior Counsel and Legal Team Manager, Google Payments
10:00am - 10:15am
Keynote Address: Why Agentic AI is Truly A New Frontier In Financial Services & How Agentic Commerce Will Reshape The Retail Landscape
  • Chris Nichols - President of Institutional Banking, SouthState Bank
Showing 3 of 3 Streams
10:20am - 10:25am
Opening Remarks From The Chair
  • Julie Muhn - Senior Research Analyst, Finovate
10:25am - 10:40am
Keynote Address; The Most Under-Rated AI Strategy is 20 Years Old
  • Steve Bishop - COO, Equs - the R&D Division of Genubank
10:40am - 10:55am
Fireside Chat: The Agentic Future of Banking - First Horizon Bank's CX Journey with Cisco
  • Jason O’Dell - VP, Voice Services Manager, First Horizon Bank
  • Stefan Zeidenberg - Solution Engineer, Cisco Systems
10:55am - 11:25am
Power Panel: AI in Action – From PoC To Production: Scaling AI Inside Traditional Banks & Why Achieving Success Goes Beyond The Tech
  • Theodora (Theo) Lau - Innovator Technologist and Connector, Unconventional Ventures
  • Vikrant Sikarwar - Principal Data Engineer, MetLife
  • Amit Meshram - Executive Director & Principal Engineer, JPMorganChase
  • Darius Wise - President & CEO, Red Rocks Credit Union
10:20am - 10:25am
Opening Remarks from the Chair
  • Lindsay Lehr - Managing Director, Payments and Commerce Market Intelligence (PCMI)
10:25am - 10:40am
Keynote Address: Stablecoin 101 – What Are They & Why Do They Matter? How Can Banks Monetise Them?
10:40am - 10:55am
Special Address; Building AI-Powered Operations in Payments
  • Andreas Fast - Director of Finance Solutions, Qubika
10:55am - 11:25am
Power Panel: The Coming Shake Up In Payments - Instant Payments, Stablecoins, Digital Assets & Cross Border Payments
  • Lindsay Lehr - Managing Director, Payments and Commerce Market Intelligence (PCMI)
  • Neha Naidu - Director of Commercial Product Management, SVB, A Division of First Citizens Bank
  • Kyle Rosen - Head of Americas, Thunes
  • Scott Meadows - Head of Business Development, Coinbase
10:35am - 10:40am
Opening Remarks from the Chair
  • John San Filippo - Co-Founder, Finopotamus
10:40am - 10:55am
Keynote Address: The "Side-Car" Strategy – How Credit Unions Can Bypass Legacy Core Limitations Without A Total Core Replacement
  • John San Filippo - Co-Founder, Finopotamus
10:55am - 11:25am
Power Panel: The 90-Day Digital Playbook for Credit Unions - How Smaller Institutions Can Make Meaningful Progress Without Big-Bank Budgets (10.55-11.20)
  • John San Filippo - Co-Founder, Finopotamus
  • William Fister - Senior Solutions Consultant, LexisNexis Risk Solutions
  • Angi Milano - Fintech consultant, Maven Advisory
  • Sherry Wu - Chief Technology Officer, University Of Michigan Credit Union
Showing 1 of 1 Streams
11:25am - 11:55am
Short Refreshments & Networking Break
Showing 3 of 3 Streams
11:55am - 12:00pm
Opening Remarks from the Chair
  • David Penn - Research Analyst, Finovate
12:00pm - 12:15pm
Keynote Address: Agentic AI – What Happens When AI Acts, Not Asks? We Have Seen The Rise of Agentic AI In The Back Office – What’s Next?
  • George Kailas - CEO and Co-Founder, prospero.ai
12:15pm - 12:30pm
Special Address; Thirty Agents In, No One at the Wheel: The Next Crisis in Financial Services AI
12:30pm - 1:00pm
Power Panel: Responsible AI & AI Governance In Financial Services - Unlocking Innovation Whilst Managing Risks & Building Trustworthy Systems For Your Customers
  • Theodora (Theo) Lau - Innovator Technologist and Connector, Unconventional Ventures
  • Aniruddha Ghosal - Vice President, Product Management, JP Morgan Chase
  • Sarah Kim - Partner, Centana Growth Partners
  • Matt Singer - CMO, Lilt
11:55am - 12:00pm
Opening Remarks from the Chair
  • Steven Ramirez - CEO, Beyond The Arc
12:00pm - 12:15pm
Keynote Address: Open Data, Hyper-Personalization and Customer Centricity - What Do Customers Actually Want?
  • Olivia Hamel - Director of Personalization, Curinos
12:15pm - 12:30pm
Special Address; Analyst Insight: Where Will It Break? The Fault Lines in Bank/Fintech Partnerships
  • Amber Hill - Vice President of eServices and Video Services, Michigan State University Federal Credit Union
  • Vivek Sinha - VP of Products, AI, Five9
12:30pm - 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
  • Steven Ramirez - CEO, Beyond The Arc
  • Rodney Frye - SVP, Head of New Business Growth, MHC
  • Aditya Vikram Singh - Vice President Engineering - Commercial Card & Brex Integration, Capital One
  • Garrett McNeill - Product Director Merchant Services, Huntington Bank
11:55am - 12:00pm
Opening Remarks from the Chair
  • Julie Muhn - Senior Research Analyst, Finovate
12:00pm - 12:15pm
Fireside Chat: How Can Banks Drive Revenue By Meeting The Unmet Needs Of SMBs? How To Leverage AI To Reclaim The Commercial Market
  • Julie Muhn - Senior Research Analyst, Finovate
  • Lisa Gold Schier - Adviser, Reading Cooperative Bank
12:15pm - 12:30pm
Special Address
  • Emmanuela Prevolis - Director of Product, iBusiness
12:30pm - 1:00pm
Power Panel: The Embedded Lending Market Is Projected To Expand From $7 Billion In 2024 To $46 Billion By 2034 - How Can Banks Capture The Opportunity?
  • Kendrick Sands - Global Insights Manager for Payments and Lending, Euromonitor
  • Stacy Bishop - Founder, Selling Fintech
  • Tiffani Montez - Principal Analyst, EMARKETER
  • Bjoern Nordmann - VP, New Market Development, TruStage
Showing 1 of 1 Streams
1:00pm - 1:45pm
Lunch & Networking
Showing 1 of 1 Streams
1:45pm - 2:15pm
Power Panel: Balancing The Balance Sheet - With The Stablecoin Threat, Challenger Bank Competition, Low Interest Rates & A Booming Stock Market How Can Banks & Credit Unions Win The Battle For Deposits?
  • Dikshah Gera - Industry Analyst, Bloomberg
  • Korrynn Loesch - Managing Director., Curinos
  • Angela Scott - Growth Marketing, Zions Bancorporation
  • Stacy Bishop - Founder, Selling Fintech
2:15pm - 2:30pm
Fireside Chat: When Partners Become Liabilities: How Third-Party Risk Is Reshaping Bank–Fintech Partnerships
  • Julie Muhn - Senior Research Analyst, Finovate
  • Sean Scott - Senior Vice President, Head of Digital Partnerships & Alliances, U.S.Bank
2:30pm - 3:00pm
Power Panel: From Competition To Collaboration & Co-Creation. More Than Ever Banks Need To Build Strategic Partnerships – How To Create & Sustain Powerful Partnerships that Drive Real Outcomes
  • Phil Goldfeder - CEO, American Fintech Council (AFC)
  • Kourosh Adlparvar - Director Product Specialist and Partnerships, SVB, A Division of First Citizens Bank
  • Kristie Han - Principal, Canapi Ventures
  • Isabella Barbieri - Partnerships Lead, Plaid
3:00pm - 3:10pm
The $84 Trillion Handover: What Banks Need to Understand About Gen Z's AI-First Relationship With Money
  • Tyler Brown - Industry Analyst, tylerbrown.co
3:10pm - 3:40pm
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?
  • David Penn - Research Analyst, Finovate
  • Mike Hurst - Venture Partner, TTV Capital
  • Sydney Thomas - Founder & General Partner, Symphonic Capital
  • Tiana Pidgeon - Venture Investor, American Family Ventures
  • John Bonhard - Principal, Blueprint Equity
3:40pm - 3:43pm
Close of FinovateSpring 2026 - See You Next Year!
2026 agenda. Day 2
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