Because innovation thrives on
diversity and dies in silos

Fintech Talents North America

June 20, 2023 | New York

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Welcome!

Tech and service providers can save $600 on our super early bird rate. Deadline extended to Friday, April, 14.

We also have a limited number of complimentary passes available for qualifying business types.

Fintech Talents North America brings together a community of innovators and collaborators redefining financial services across a continent.

Key event stats

We've grabbed the industry by the horns

80+

Innovative speakers

600+

High-level attendees

2

Stages of content

4 events

Across 1 day

Key themes

Fintech for
the road ahead

Inflation, rising interest rates and global uncertainty – there is no shortage of challenges facing businesses and consumers across North America. That follows on the back of a disruptive pandemic. How can financial institutions and fintechs leverage innovative technologies to help their customers and organizations with the economic and financial challenges ahead.  

Transition
to Net Zero

The financial sector must play a pivotal role in the transition to net zero. Moving beyond pledges, how is the sector shifting the dial in how they operate and leveraging the role they have in driving change across all sectors of the economy? What is the role of financial service providers – both old and new - in achieving climate goals being set by governments across the globe?  

Fintech from
north to south

Explore a continent of opportunity and the institutions and innovators that are seeking to deliver the best possible outcomes to consumers and businesses. Understand the unique opportunities across different communities. In an expanding ecosystem, get insight into the growing universe of participants and providers seeking to reach a broad range of end-users.

Technology
trends

 What are the technologies and trends that are driving change across the ecosystem in North America? AI, machine learning, open finance, embedded finance, DeFi – what does it mean for the way the consumers and businesses transact, borrow, save, protect themselves from risk and plan for the future? 

Credit union &
community bank focus

Focussed sessions for our large community of credit unions and community banks. Learn more about the unique set of challenges they face and the partnerships that can support them on their digital journeys. Expect lively and informative discussions on the promise of innovation for their members and communities.

 A growing
community

Meet over 600 attendees – from early-stage start ups to the world’s largest providers. Connect with a diverse and growing range of industry participants. Access content that will challenge your thinking and spur conversations. Find the partners and providers that will help you to meet your business goals and innovation challenges. 

Who attends?

Credit unions, community banks and tier one financial institutions

Featured speakers

Curt Queyrouze
President
Coastal Community Bank
LinkedIn
Amy Young
Director, Global Strategic Partnerships, Financial Services
Microsoft
LinkedIn
Kelly Wagner-Grull
Director of Member Experience, Innovation and Digital Services
Credit Union of Colorado
LinkedIn
Lisa Violet
SVP Strategic Partnerships
Varo
LinkedIn
Darius Wise
President & CEO
Red Rocks Credit Union
LinkedIn
Trevor Rozier-Byrd
Founder and CEO
Stackwell
LinkedIn
Michael Cyr
Director of Financial Inclusion
Regions
Linkedin
Ben Maxim
Chief Digital Strategy & innovation Officer
MSU Federal Credit Union
LinkedIn
Greg Brown
Head (VP) North American Digital Product Management - Sales & Marketing
BMO
LinkedIn
Mimi Joy
Head of Partnerships
Financial Health Network
LinkedIn
Mariquit Corcoran
Head of FinTech and VC Coverage
Independence Point Advisors
LinkedIn
Supreet Kaur
Assistant Vice President
Morgan Stanley
LinkedIn
Susan Ehrlich
Venture Partner
Core Innovation Capital
LinkedIn
Brian Chin
Fintech Partnerships
Santander Fintech Station
LinkedIn
Jing Zhuang
Managing Director
Mizuho
LinkedIn
Miguel Armaza
Co-Founder & General Partner
Gilgamesh Ventures
LinkedIn
Peter Fishman
President
Finnovia Group, LLC
LinkedIn
Charles Potts
EVP & Chief Innovation Officer
ICBA
LinkedIn
Frank Gargano
Reporter, Credit Unions
American Banker
LinkedIn
Gali Heichal
Director, Head of Payments Partnerships
Klarna Inc.
LinkedIn

Sponsor

 
 

Media partner

 
 

Content, community & experiences

The Fintech Talents North America community brings together the innovators and change-makers who are redefining the future of the industry. Leaders from institutions of all shapes and sizes come together with new entrants and world leading tech providers to share their thinking and experiences of a fast-changing industry. Representing the length and breadth of the diverse North American financial services landscape, don’t miss out on the opportunity to join the most active and engaged fintech community on the continent.

VIP dinner

Join us in NYC for a VIP networking dinner on the evening of June 20.

Meet our North American community face to face to discuss and connect on the back of a full day of exciting content. 

Central location in New York

The event takes place at the Convene at 237, Park Avenue in New York.

The perfect space to experience our live content sessions and busy exhibition area, at the heart of North America’s financial hub.

 

Co-located events

Access to our co-located events - Future Identity Finance, FTT Embedded Finance & Super-Apps and Customer Alpha.

Experience three additional stages and a community of change-makers who are redefining financial services across the continent.

Agenda

Fintech Talents stage


The promise of technology is to deliver financial products and services that better meet the needs of end users by design. Following the digital acceleration witnessed during the pandemic, how will next gen financial services meet the new sets of challenges facing consumers and businesses?

Nicole Casperson, Founder, Fintech Is Femme & Content Creator, Workweek (moderator)
Lisa Violet, SVP Strategic Partnerships, Varo

Start-ups and growth stage companies are facing a much tougher macroeconomic environment. How do they evolve, pivot (where necessary) and secure a pathway to resilience and profitability. What are the hallmarks of companies best placed to survive the challenges ahead?

Mariquit Corcoran, Head of FinTech and VC Coverage, Independence Point Advisors
Jing Zhuang, Managing Director, Mizuho
Susan Ehrlich, Venture Partner, Core Innovation Capital

As we all played with creating text on CHatGPT at the end of 2022, it seemed that the technology had become far more sophisticated and developed. It is a leap forward from the Chatbots that we’ve been using. Beyond better chatbots, how will AI/ML be leveraged across the industry?

Supreet Kaur, Assistant Vice President, Morgan Stanley

Beyond the highs and lows of cryptocurrencies, blockchain technology is poised to have an impact on the infrastructure of financial services. What are the exciting new use cases emerging? Are we moving into a more mature stage of development?

Payments are evolving rapidly, and the aggregation of services and the moves towards real-time payments are driving even more change across the industry. Can the payments experience live up to customer expectations? Join a group of payments gurus as we look to the future of payments in North America.

Peter Fishman, President, Finnovia (moderator)
Brandon Baines, VP, Tech Enabled Banking, Customers Bank

Financial inclusion is about so much more than having a bank account. How can the industry better ensure that diverse universe customers have their needs met? Can financial services advance beyond a transactional relationship and put end-users on a path to financial resilience and health? Can we support previously underserved customers in building the wealth that can change lives for the better?

Trevor Rozier-Byrd, CEO & Founder, Stackwell Capital
Michael Cyr, Director of Financial Inclusion, Regions
Mimi Joy, Financial health expert (moderator)

The discussion around bank – fintech partnerships has moved on. The question of whether to partner with innovative fintechs has been largely settled. There is broad agreement that they form an essential part of established providers innovation journeys. What is required now is an emphasis on the ‘how’ and that is not a straightforward answer. Our panelists will explore the different forms partnerships can take and the creative thinking required.

Dana Wilson, Founder & CEO, CHIP
Marc Rehberger, SVP, Sr. Managing Director, Head of Tech Enabled Banking, Customers Bank
Brian Luciani, Head of Rise New York, Rise, created by Barclays
Amy Young, Director, Global Strategic Partnerships, Financial Services, Microsoft
Brian Chin, Fintech Partnerships, Santander (moderator)

What is the value of the metaverse and how will it be leveraged by financial institutions. Will we be meeting with our financial providers in the metaverse to buy products, discuss our financial goals and educate ourselves on the possibilities? What are the technologies that will drive this forward, and will it be accessible to all?

Curt Queyrouze, President, Coastal Community Bank

In contrast to Europe, the development of open banking in North America (particularly in the US) has been market-led. It’s potential impact, however, is just as significant. We will explore the trajectory of open banking including the regulatory frameworks and, crucially, the innovation being driven by the growing adoption of open banking.

Greg Brown, Head (VP) North American Digital Product Management – Sales & Marketing BMO
Amy Young, Director, Global Strategic Partnerships, Financial Services, Microsoft


Credit union & community banks in focus stage


Are community banks and credit unions best positioned to provide customers what they need to make it through the current challenges of the economic terrain? Given their close ties with members and the broader community, do they have the knowledge and tools to help those who face financial stress?

Darius Wise, President/CEO, Red Rocks Credit Union

Innovation can be delivered faster and easier through external providers. But Fintech partnerships need to work for institutions of all sizes. Join a panel of innovators who have delivered successful digitalization projects and others who are earlier on in their journeys.

Ben Maxim, VP Digital Strategy & Innovation Officer, MSU Federal Credit Union
Charles Potts, EVP, Chief Innovation Officer, Independent Community Bankers of America

Understanding customer behavior is crucial. But understanding that behavior across multiple channels and in response different messaging is a game-changer. Hear from credit unions and community banks as they move into the sophisticated world of journey analytics and orchestration.

Kelly Wagner-Grull, Director of Member Experience, Innovation and Digital Services, Credit Union of Colorado

Can the knowledge of members be built on to win loyalty through a superior customer experience. Can this translate into something powerful enough to reach future generations who expect digital experiences delivered with ease across all channels? Hear from leaders as they share their stories of meeting the evolving demands of end-users.

Frank Gargano, Reporter, Credit Unions, American Banker


Co-located with:

One day, four events and an interconnected community.

FTT Embedded Finance & Super Apps is an exciting and disruptive community of retailers, manufacturers, insurers, telcos, financial institutions, fintechs and tech innovators changing the way financial services are created and distributed.

Customer Alpha is a cross industry community of professionals striving to create better outcomes for their customers. It’s a platform for learning and discussion on the future of customer journeys. From leveraging transformative technologies to understanding customer behaviour, innovative brands understand the need to evolve with their users.

Future Identity Finance explores how digital identity can reduce fraud, enhance compliance and build customer trust in an evolving financial services landscape. Join industry leaders from financial institutions, credit unions, technology enablers and regulators across North America.

Steering committee

Josh Rowland
CEO
Lead Bank
Lisa Violet
SVP Strategic Partnerships
Varo Bank
LinkedIn
Patricia Husic
President, CEO & Co-founder
Centric Bank
Laurie Stewart
President & CEO
Sound Community Bank
Michael Pugh
CEO
Carver Federal Savings Bank
Huma Usmani
SVP & Director, Banking as a Service
Radius Bank
Kelly Wagner-Grull
Director of Member Experience, Innovation & Digital Services
Credit Union of Colorado
Australia Hoover, III
President
CDC Federal Credit Union
Shannon Austin
Partner
Financial Venture Studio
Ben Maxim
Chief Digital Strategy and innovation Officer
MSUFCU
Charlotte Hausemer
Vice President - Innovation & Product Strategy
BNP Paribas
Jeremy Balkin
Global Head of Innovation & Corporate Development
J.P. Morgan
Jesse Honigberg
Technology Chief of Staff
Cross River Bank
Theo Lau
Founder
Unconventional Ventures
Bradley Leimer
Executive Director, Head of Fintech Partnerships
Unconventional Ventures
Michael Cyr
Vice President - Underserved Customer Strategy & Now Banking
Regions Bank

Register now

A limited number of complimentary passes are available for banks, challenger banks, insurance companies, building societies and credit unions, retail, e-commerce, crypto exchanges, crypto wallets, marketplaces, freelancing and social platforms, gaming, healthcare, entertainment, travel, telecommunications and mobility businesses.

Tech and service providers can save $600 on our super early bird rate. Deadline extended to Friday, April, 14.


Rockstar Pass

$1599 $999 Super early bird expires Fri, April, 14 2023
  • Access to the Fintech Talents North America and Credit Unions & Community Banks in Focus stages
  • Access to all co-located events (Future Identity Finance, Embedded Finance & Super Apps and Customer Alpha)
  • Access to networking drinks & exhibition floor
  • Access to networking app

Complimentary Pass

FREE* Limited passes available as part of our Hosted Buyer Programme
  • Access to the Fintech Talents North America and Credit Unions & Community Banks in Focus stages
  • Access to all co-located events (Future Identity Finance, Embedded Finance & Super Apps and Customer Alpha)
  • Access to networking drinks & exhibition floor
  • Access to networking app

Complimentary passes are reserved for banks, challenger banks, insurance companies, building societies and credit unions, retail, e-commerce, crypto exchanges, crypto wallets, marketplaces, freelancing and social platforms, gaming, healthcare, entertainment, travel, telecommunications and mobility businesses. Successful applicants are expected to accept a minimum of 5 double opt-in introductions / meetings with pre-selected event sponsors. 

Enquire Today

Get involved See below for potential opportunities:
  • Speaking
  • Sponsorship
  • Exhibition
  • Media partnerships

Contact us

Reach out to the Fintech Talents team with queries on how to get involved through
sponsorship, exhibition, speaking, or media partnership opportunities

Victor Cruz
CEO
Sponsorship & Exhibition Enquiries
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Lisa Moyle
CSO
Agenda & Speaker Enquiries
Kym Osborne
Head of Operations
Operations Enquiries
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Alicia Condon
Senior Marketing Manager
Marketing & Media Enquiries
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