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FinovateSpring
May 7-9, 2025
Sheraton San Diego Hotel and MarinaSan Diego, CA
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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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Showing 1 of 1 Streams
8:00am - 9:00am
Registration, Breakfast & Networking
Showing 1 of 1 Streams
9:00am - 9:05am
Welcome from Finovate
  • Greg Palmer - Vice President, Finovate
9:05am - 9:20am
Special Address
9:20am - 9:45am
Power Panel: As fraud threats continue to evolve & become a number one issue for the financial services industry how can all the players collaborate to safeguard their customers assets & their company’s reputation? What role can regtech, GenAI & 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
  • Gaurav Mehta - Vice President (Software Engineering), JPMorgan Chase
9:45am - 10:00am
Special Address
10:00am - 10:20am
Out Of The Box Keynote Address: Creating trust and loyalty through AI enhanced CX
  • Jon Lakefish - Founder, Lakefish Group
10:20am - 10:45am
Power Panel: The customer experience 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 build customer trust?
  • Katie Dove - Behavioral scientist and Managing Director, Irrational Labs
  • Michael Rangel - Co-Founder, Novo
  • Erin Estelle - SVP, Chief Marketing Officer, Valley Strong Credit Union
10:45am - 10:50am
Quick break - tracks start in 5 minutes!
Showing 3 of 3 Streams
10:50am - 10:55am
Opening remarks from the chair
  • Theodora (Theo) Lau - Innovator Technologist and Connector, Unconventional Ventures
10:55am - 11:10am
Keynote Address: What are the real use cases for AI in financial institutions? How smart players are using AI to solve real pain points for their businesses & their customers
11:10am - 11:25am
Special Address
11:25am - 11:50am
Power Panel: What does the era of generative AI mean for financial institutions? What is our flavor du jour and how are financial institutions 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
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 & how open data will impact the US banking industry. What are the benefits of being an early mover?
11:10am - 11:25am
Special Address
11:25am - 11:50am
Power Panel: What are the compelling use cases for open banking for us financial institutions? What can they learn from the success of open banking in the rest of the world?
  • Nirvikar Jain - Managing Director, Woodside Capital Partners
  • Jesse Schwarz - Executive Director, Fintech Partnerships, JP Morgan Chase
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 & how will the 1071 Rule impact it?
11:10am - 11:25am
Special Address
11:25am - 11:50am
Power Panel: Embedded lending is on the rise & is moving beyond buy now pay later - how can financial institutions capture the opportunity?
  • Diksha Gera - Senior Analyst, Bloomberg Intelligence (BI)
  • Ibrahim AlSuwaidi - Partner, DCM
  • Jamie Twiss - CEO, Beforepay
Showing 1 of 1 Streams
11:50am - 12:05pm
Quick refreshments & networking break
Showing 3 of 3 Streams
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 $4.78 trillion by 2029 - how will new technologies, new competitors, new business models & embedded payments shape the future? Who is set to win the wallet war?
  • Ipsita Basu - Product Management Leader, Shopify
  • Jim Colassano - Product Management Executive, The Clearing House
  • June Yuan - Business Product Lead, Wise
12:05pm - 12:10pm
Opening remarks from the chair
  • Steven Ramirez - CEO, Beyond The Arc
12:10pm - 12:25pm
Keynote Address: Banks & FI still face one key battle: consumer trust - how can banks make every department responsible for customer experience?
  • Sean Albertson - Author, Customer Experience Obstacles: 4 Rocks
12:25pm - 12:40pm
Special Address
  • Kyle Mack - CEO & Co-Founder, Middesk
12:40pm - 1:05pm
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
  • Kaushal Pandia - CDO, Corporate & Commercial Segment, U.S. Bank
  • 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 & compete with big tech companies that are already experience led
  • Tiffani Montez - Principal Analyst, Insider Intelligence
12:25pm - 12:40pm
Special Address
12:40pm - 1:05pm
Power Panel: The banking modernisation agenda – how can banks modernise their tech estates to be fit for the digital future? What are key questions around technology, cloud, business & operational models, risk, talent & culture?
  • JT Thykattil - VP & Research Director, Forrester Research, Inc.
  • Aditya Vikram Singh - Chief Architect, Credit Card division, Capital One
Showing 2 of 2 Streams
1:05pm - 1:50pm
Refreshments & Networking Plus Speaker Led Discussion Tables
1:05pm - 1:50pm
Interactive discussion tables
  • Theodora (Theo) Lau - Innovator Technologist and Connector, Unconventional Ventures
Showing 1 of 1 Streams
1:50pm - 2:00pm
Quick Fire Keynote: How quantum computing could transform banking; it can process data 10 million times faster than supercomputers – what are the use cases for banks? Could quantum computing break the encryption keys used in current security protocols and leave sensitive data vulnerable to attack?
2:00pm - 2:20pm
Fireside Chat: Are regulators finally catching up with big tech companies and what will it mean for banks?
2:20pm - 2:50pm
Power Panel: Balancing the balance sheet - with clients keeping their money in various pots, falling interest rates & a booming stock market how can banks win the battle for deposits especially as challenger banks now have deposits firmly in their sights?
  • Mary Miklethun - Senior Vice President, U.S Bank
  • Christopher Hollins - Global Head of Product Sales, and Design, SVB, a Division of First Citizens Bank
2:50pm - 3:05pm
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 & What Lessons Have Been Learnt?
  • Ami Iceman Haueter - Chief Research and Digital Experience Officer, MSU Federal Credit Union
  • Ben Maxim - Chief Innovation Officer, MSU Federal Credit Union
3:05pm - 3:35pm
Power Panel: From competition to collaboration & co-creation - why financial institutions need more than ever to build strategic partnerships. how can FIs measure the ROI on partnerships & what do they need to understand about their lifecycle? What do new partnership plays tell us about the unbundling & reassembling of financial services providers?
  • Paul Fahey - Head of Client Consulting and Channel Partnerships, Northern Trust
  • Kevin Jacques - Partner, Cota Capital
3:35pm - 3:50pm
Fireside Chat: Are Regulators Finally Catching Up With Big Tech Companies And What Will It Mean For Banks?
3:50pm - 4:15pm
Investor All Stars: Are we going to see a sustained fintech boom & if so, what will it mean for funding levels, valuations & 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
4:15pm - 4:18pm
Close of FinovateSpring 2025 - see you next year!
2025 agenda. Day 2
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