May 7-9, 2025
Sheraton San Diego Hotel and MarinaSan Diego, CAkeyboard_arrow_right
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Day 3 - PT (Pacific Time, GMT-08:00)
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Day 3 - PT (Pacific Time, GMT-08:00)
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Streams
Showing 1 of 1 Streams
Exhibit Hall Networking
8:00am - 9:00am
Registration, Breakfast & Networking
Showing 1 of 1 Streams
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
Showing 2 of 2 Streams
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
Showing 1 of 1 Streams
Exhibit Hall Networking
10:50am - 11:25am
Refreshments & Networking Plus A Book Signing With Our Keynote Speaker
Showing 2 of 2 Streams
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
Showing 2 of 2 Streams
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
Showing 3 of 3 Streams
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
Showing 3 of 3 Streams
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!
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