
Agenda... At a Glance
Generations is a two day event, June 11-12, 2025.
The conference experience extends well beyond the sessions.
June 11
WEDNESDAY
Generations Day 1
Doors Open at 8am. Programming begin at 9:00am.

Generations Conference Reception
5- 6:30pm
A cocktail reception hosted on the lawn of the Dubois Center overlooking the Charlotte skyline, featuring live entertainment, lite fare, and spirits. RevTech Labs invites you to celebrate a decade of Generations and the organizations and individuals that have been committed to its success.
... a party you won't want to miss!
Conference registration is not required to attend.
VIP Dinners
6:30-8pm
Six, ten person dinners will be hosted throughout Uptown Charlotte, showcasing the culinary prowess of the Queen City.
Invitation required to attend.
June 12
THURSDAY
Generations Day 2
Doors Open at 8am. Presentations begin at 9:30am.
RTL "Revvy" Awards Breakfast
8-9am
The RTL Awards" Revvys" are delivered annually to deserving individuals and organizations who have actively participated in forwarding the fintech & insurtech innovation ecosystem in the southeast. Award recipients will be announced at the breakfast, and all nominee finalists, their guests, and their nominators are invited to attend.
Individual invitations will be issued.
Full conference participation and attendance is not required to nominate, be nominated, or receive an award. Winners will be decided based on professional merit, selected by a nonpartisan committee.
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June 11
WEDNESDAY
Generations Day 1
Doors Open at 8am. Programming begins at 9:00am.
8:00 AM - 9:00 AM
Registration & Breakfast
9:00 AM - 9:15 AM
Opening Remarks
9:15 AM - 9:55 AM
Keynote
10:00 AM - 10:40 AM
Innovation Talk
AI Everywhere: Ethics, Efficiency, and the Human Touch
AI is woven into every corner of financial services—but how do you scale it responsibly? This session explores applications from compliance to operations, highlighting governance best practices, human-in-the-loop dynamics, and regulatory readiness.


Chris
Lam
Founder & CEO
Epistam.ai

Celestine
Pressley
Executive Partner
Gartner
Ganesh
Harke
Vice President, Technology
Citibank
10:00 AM - 10:40 AM
Workshop
Eliminating Digital Barriers for Overlooked and Underserved Communities

Sloan
Miller
VP Partner Operations
Chax
10:45 AM - 11:25 AM
Innovation Talk
DeFi Meets TradFi: Bridging the New Financial Frontier
Decentralized finance is disrupting traditional models—and creating fresh opportunities for collaboration and competition. Discover how established institutions can engage with DeFi while managing risks, navigating regulation, and rethinking legacy systems.

Elias
Kruger
Data Science Manager, Advanced Analytics and Data Program
Wells Fargo
10:45 AM - 11:25 AM
Innovation Talk
ESG in Action: Purpose-Driven Innovation
As ESG expectations rise, financial institutions are rethinking their impact strategies. This session explores how fintechs and insurtechs are embedding sustainability into products, operations, and data-driven decision-making to align with evolving stakeholder demands.


Sami
Grover
Director, Communication Strategy
thinkPARALAX
Dawn
Rennick
CEO
Piercing Sun Consulting
Niamh
O'Mara
Sr. Director Sustainability Strategy
thinkPARALAX
11:30 AM - 12:20 PM
RevTech Labs Class 22 Founder Showcase
12:00 PM - 1:15 PM
Lunch
1:15 PM - 2:00 PM
RevTech Labs Class 22 Founder Showcase
2:05 PM - 2:45 PM
Workshop
ESG & B Corp Readiness for Fintechs & Insurtechs
Consumers and investors are raising the bar on sustainability. This session explores how fintechs and insurtechs can operationalize ESG principles or prepare for B Corp certification. You’ll leave with tools to align your values with your business model—and turn purpose into performance.
Dawn
Rennick
CEO
Piercing Sun Consulting
2:05 PM - 2:45 PM
Innovation Talk
Design to Win: Smarter CX & GTM for Growth
Explore how fintech and insurtech innovators are using behavioral insights to craft seamless customer experiences and high-impact go-to-market strategies. Learn how to overcome adoption hurdles and accelerate growth with real-world tactics and tools.


Angi
Milano
Founder & CEO
Maven Advisory

Glenn
Murray
Chief Strategy Officer
Dreamfi
Holly
Glowaty
CEO
Unifi Group

Christy
Harner
VP of Marketing
ZwitterCo
2:05 PM - 2:45 PM
Innovation Talk
Rewriting Risk: The New Rules of Underwriting
Underwriting is evolving fast, thanks to advanced data, AI, and cross-sector collaboration. This session dives into how modern underwriting delivers speed, accuracy, and fairness—redefining the experience for both providers and consumers.
Brian
Casey
Partner
Troutman Pepper Locke LLP
Rochelle
Clarke
Managing Director
Sucession Strength
Jared
Calhoun
2:45 PM - 3:00 PM
Break
3:00 PM - 3:40 PM
Go-to-Market, Go-to-Win
Launching is easy—winning is harder. This workshop dives into the essentials of building a go-to-market strategy that aligns with your customers, your product, and your growth goals. Ideal for startups and scaling teams alike, we’ll cover everything from segmentation to rollout tactics.

Angi
Milano
Founder & CEO
Maven Advisory
3:00 PM - 3:40 PM
Innovation Talk
The Data Identity Shift: Smarter, Safer, Seamless
Dive into the evolving world of identity and data innovation, where AI-driven insights meet robust fraud prevention. This session breaks down how to build smarter, more compliant customer strategies through better data use and identity verification.

Babette
Reynolds
Managing Director, Global Financial Crimes Program
Bank of America

Vinay
Goel
CEO
Wald, Inc.
3:45 PM - 4:25 PM
Innovation Talk
Fueling Innovation: Smart Capital for Fintech & Insurtech
From venture trends to alternative capital paths, discover how fintech and insurtech leaders are navigating today’s funding landscape. Learn what investors want, how to pitch, and ways to build lasting, strategic partnerships.

Jack
Benedict
Principal
Thomson Reuters Ventures

Lohita
Chamarti
Investor
RevTech Labs
4:30 PM - 5:00 PM
Dead Bankers Society Debate
4:30 PM - 5:00 PM
Roundtable
Beyond the Buzzword: Real Talk on Digital Transformation
Digital transformation is more than adopting new tech—it’s about evolving mindsets, models, and customer expectations. This collaborative roundtable invites candid conversation about what’s working, what’s not, and how leaders are tackling transformation across legacy systems and fast-moving markets.
Patrick
Gunshenan
CEO
Patrick Gunshenan Consulting
5:00 PM - 7:00 PM
Reception