Redefining financial services

Welcome to the 4th edition of Fintech Talents North America

Co-located with Future Identity Finance & TT Embedded Finance & Super Apps North America (East Coast)

June, 20th, 2023
New York City

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

Rockstar Sponsors 2023

 
 

 
 

In case you hadn't noticed

We've grabbed the industry by the horns

Fintech Talents

200+

Financial Institutions

Fintech Talents

150+

Credit Unions

Fintech Talents

100+

Brands

Fintech Talents

100+

FinTechs

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.

Fintech event

VIP Dinner

Join us in NYC for a VIP networking dinner on the evening June 20th. Meet our North American community face to face to discuss and connect on the back of a full day of exciting content. Spaces are limited, so apply now to join us for an evening of fintech and food.

Embedded finance

Co-located with Future Identity North America

Future Identity North America will bring together an energetic community of identity and cybersecurity innovators from government, healthcare, financial services, travel and tourism, retail, and technology organisations. Join us as we explore the urgent need for digital identity, to enable growth, inclusion, and trust in a changing world. 65 rockstar speakers from North America and beyond will take to the stage to give you their unique insights into the future of identity.

Who Attends?

Credit unions, community banks and tier one financial institutions

Steering Committee 2022

Josh Rowland
CEO
Lead Bank
Lisa Violet
Chief Auditor
Varo Bank
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
Benjamin Maxim
VP - Digital Strategy & Innovation
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
Co-Founder
Unconventional Ventures
Michael Cyr
Vice President - Underserved Customer Strategy & Now Banking
Regions Bank

Speakers 2022

Mariquit Corcoran
Group Chief Innovation Officer
Barclays
Juan Miguel Guerra Dávila
Chief Executive Officer
Revolut Mexico
Michael Cyr
Vice President - Underserved Customer Strategy & Now Banking
Regions Bank
Ali Niknam
Founder & Chief Executive Officer
bunq
Will McGlynn
Innovation Lead
Connect First Credit Union
Amy Young
Director, Strategic Partnerships
Microsoft
Kelly Wagner-Grull
Director of Member Experience, Innovation and Digital Services
Credit Union of Colorado
Australia Hoover
Chief Executive Officer
CDC Federal Credit Union
Steven Boms
Executive Director
Financial Data and Technology Association - North America
Theodora Lau
Founder
Unconventional Ventures
Bradley Leimer
Founder
Unconventional Ventures
Glen Sarvady
Managing Principle
154 Advisors
Yasaman Hadjibashi
Co-Founder & CEO
Stretch Finance
Charles Potts
EVP - Chief Innovation Officer
Independent Community Bankers of America
Kevin Dinino
President
KCD PR
Cormac Kinney
CEO
Diamond Standard
Benjamin Maxim
VP Digital Strategy & Innovation
MSU Federal Credit Union
David Reiling
Chairman & CEO
Sunrise Banks
Mary Wisniewski
Senior Editor
Bankrate
Jeremy Balkin
Global Head of Innovation & Corporate Development, Payments
J.P Morgan
Michael Haney
Head of Digital Core
Technisys
Caroline Hughes
Co-Founder & Chief Executive Officer
Lifetise
Wayne Miller
Executive Director
The Venture Center
Joshuah Lebacq
Director, Insights & Ventures at NAventures
National Bank of Canada
Peter McVey
Senior Vice President - Director of Payments
Lead Bank
Miguel Armaza
Co-Founder and General Partner
Gilgamesh Ventures
Randy Kern
Chief Technology Officer
Marqeta Inc.
Vidya Peters
Chief Operations Officer
Marqeta Inc.
Zachary Aron
Principal
Deloitte Consulting
Josh Rowland
Chief Executive Officer
Lead Bank
Ronan O'dea
Head of Product
Validis
Jeff Starke
EVP - Chief Information Officer
Republic Bank
John Buhrmaster
President & CEO
1st National Bank of Scotia
Gregory Brown
Head (VP) North American Digital Product Management - Sales & Marketing
BMO Financial Group
Dana L. Wilson
CEO & Founder
Chip
Christopher Hamilton
COO
Amount
Corey LeBlanc
Co-Founder, COO / CTO
Locality Bank
Jeanette Quick
Head of Compliance and Public Policy
Gusto
Kelsey Weaver
Director of Platform
Mendon Venture Partners
Brian Luciani
Head of Rise New York
Rise, created by Barclays
Barb MacLean
Vice President - Integration & Analytics
Celero Solutions
Jesse Honigberg
Technology Chief of Staff
Cross Rier Bank
Alex Johnson
Creator
Fintech Takes
Meenaz Sunderji
Chief Growth Officer
Brim Financial Inc
Thomas P. Novak
VP - Chief Digital Officer
Visions Federal Credit Union

Key Themes 2022

 

Fintech Talents

The post pandemic reckoning 

Post pandemic economic shifts are creating new and evolving demands on a sector that became digital by default over the past two years. Explore the legacy of digital acceleration and a job still yet to be done. Dig deep into the changing competitive dynamics and how players across the ecosystem have been impacted.

 

Fintech Talents

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 fintech in achieving climate goals being set by governments across the globe?

Fintech Talents

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 ecosystem that is expanding, get insight into the growing universe of participants.

 

Fintech Talents

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? 

 

Fintech Talents

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 faced by this group of financial institutions and the partnerships that can support them on their digital journeys. Expect lively discussions around whether they are well placed to deliver on the promise of innovation for their members and communities.

Fintech Talents

An exceptional experience for a growing community

Meet over 2000 attendees – from early-stage start ups to the world’s largest providers. Access content that will challenge your thinking and spur conversations. Find the partners and providers that will help you meet your innovation goals. 

2022 Agenda

Industry trends stage


  • Lisa Moyle, Chief Strategy Officer, VC Innovations

In this fireside chat between Marqeta’s Chief Operating Officer, Vidya Peter’s, and Deloitte’s Banking & Capital Markets Payments Leader, Zachory Aron discuss how banks and credit unions can adapt their digital acceleration strategies as their customers begin to return to a more normalized daily life. With the next phase of digital acceleration already upon us, this session will navigate the tough questions facing financial institutions: what challenges and opportunities should financial institutions be ready to navigate? What should a post-COVID digital payments strategy look like? How can data be used to better understand customer purchasing preferences?

  • Vidya Peters, COO, Marqeta, Inc.
  • Zachary Aron, Principal, Deloitte

Panellists will discuss how using technology and data can bolster customer retention and acquisition and be a tool for future growth. By prioritizing scale and resilience when building a disruptive platform, organizations can support their customers growth and reduce limitations down the line. Additionally, this session will explore how organizations can leverage sophisticated tools to balance risk and compliance vs customer experience and growth. 

  • Randy Kern, CTO, Marqeta
  • Gregory Brown, VP (Head) North American Digital Product Managent, BMO
  • Jeff Starke, CIO, Republic Bank & Trust

Is this an exciting new opportunity for financial services providers and s to serve the news of a new and growing ecosystem? Or is this a moment for alternative providers and systems (eg crypto and blockchain) who can meet the needs of the virtual world? 

  • Bradley Leimer, Co-Founder, Unconventional Ventures
  • Joshuah Lebacq, Director – Insights & Ventures at NAventures, National Bank of Canada
  • Caroline Hughes, Co-Founder & Chief Executive officer, Lifetise
  • Gregg Schoenberg, Managing Partner, Westcott Inc
  • Sonal Lakhani, Global Head of Programmes and Strategic Initiatives, Barclays
  • Lisa Moyle Chief Strategy Officer, VC Innovations

How are challenger banks faring across North America? Where are they finding the most success?  Is the future driven by the needs of communities with shared needs or common bonds? 

  • Juan Miguel Guerra Davila, Chief Executive Officer, Revolut Mexico
  • Yasaman Hadjibashi, Co-Founder & CEO, Stretch Finance
  • Mary Wisniewski, Senior Editor, Bankrate
  • Corey LeBlanc, Co-Founder – COO / CTO, Locality Bank

This ever popular and informative session returns on the back of what has been a very busy year for regulators across the continent. What to expect when it comes to evolving regulatory frameworks on open finance, crypto, BNPL and more. 

  • Steve Boms, Executive Director, FDATA
  • Chris Hamilton, COO, Amount
  • Jeanette Quick, Head of Compliance & Public Policy, Gusto
  • Stefan Slattery, Demand Generation lead, Very Good Security

During the pandemic, the need to support small businesses with finance at speed was imperative. As we move to a post-pandemic world, how is the SMB lending community adapting to manage and monitor customer and portfolio risk effectively? What is the role of open data? Do we have the right tools at hand?

  • Ronan O’Dea, Head of Product, Validis
  • Jesse Honigberg, Technology Chief of Staff, Cross River Bank
  • Kelsey Weaver, Director of Platform, Mendon Ventures & Board Member at Locality Bank

Consumers need the right mix of products and services to spend, save, insure themselves against risks and plan for the future. Have we arrived at a point where technology enables access and the creation of the tools to drive greater financial wellness for consumers?  

  • Theodora Lau, Founder, Unconventional Ventures
  • David Reiling, Chairman & CEO, Sunrise Bank
  • Michael Haney, Head of Digital Core, Technisys
  • Dana L. Wilson, CEO & Founder, Chip

Credit union / community bank sessions


How did community bank and credit unions respond during the pandemic? How did they achieve and deliver on the need to shift to digital at pace? Hear from those meeting the challenges head on as we bring together a panel of community banks and credit unions.

  • Bradley Leimer, Co-Founder, Unconventional Ventures
  • Kelly Wagner-Grull, Director of Membership Experience – Innovation and Digital Services, Credit Union of Colorado
  • John J. Buhrmaster, President & CEO, 1st National Bank of Scotia

How are community banks and credit unions keeping pace with the rapid change in payment offerings? Can they keep their customers engaged and meet the growing demand for new ways to pay? 

  • Peter D. McVey, Director of Payments, Lead Bank
  • Glenn Sarvady, Managing Principal, 154 Advisors
  • Walt Cox, Director – Payments, Valley National Bank
  • Shahani Perera, Vice President – Payments and Digital Transformation, Innovation Credit Union

With technology beyond the internal resource of many credit unions and community banks, do fintechs provide the answer? Are fintechs and other innovative technology providers in tune with the unique needs of community-based institutions? 

  • Australia A. Hoover III, CEO, CDC Credit Union
  • Will McGlynn, Innovation Lead, Connect First Credit Union
  • Ben Maxim, VP Digital Strategy & Innovation, MSU Federal Credit Union
  • Barb MacLean, Vice President – Integration & Analytics, Celero Solutions

Register your interest

No matter where you are, we want to bring our community together and make distance irrelevant.




Media Partners 2022

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