
Agenda...
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 begins at 9:00am.
8:00 AM - 9:00 AM
Registration & Breakfast
9:15 AM - 9:55 AM
Innovation Talk
Compliance Isn’t the Enemy: Building Better Bank-Fintech Partnerships
Explore the realities and roadblocks that often surprise startups when working with banks, from regulatory hurdles and evolving infrastructure needs to partnership dynamics and compliance as a strategic ally (not just a checkbox).
Babette
Reynolds
Dan
Mercurio
Managing Director, Global Financial Crimes Program
Bank of America
COO
SigFig
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
Celestine
Pressley
Daniel
Seay
Andrea
Walker
Founder & CEO
Epistam.ai
Executive Partner
Gartner
CIO - Commerical Bank
Fifth Third
Principal Digital Solutions Consultant
Blue Acorn/Infosys
10:00 AM - 10:40 AM
Workshop
Eliminating Digital Barriers for Overlooked and Underserved Communities
Are your digital assets excluding underserved populations? Exponential technology growth has outpaced some people’s ability to access information online. The consequences of not integrating digital accessibility into your content creation and product development lifecycle mean that the needs of an aging population and people with disabilities are increasingly not being met.
Sloan
Miller
VP Partner Operations
Chax
10:45 AM - 11:25 AM
Innovation Talk
Claims, Reclaimed: Innovation at the Intersection of Complexity and Efficiency
As the insurance landscape grows more complex, so do the challenges surrounding claims processing. This panel will unpack the most pressing issues insurers face—from rising fraud risks to evolving customer expectations—and explore how emerging technologies like AI, automation, and advanced analytics are reshaping the claims lifecycle. Join us to discover how forward-thinking carriers are reclaiming efficiency, accuracy, and customer trust in an era of rapid transformation.
Gina
Hardy
Patrick
Gunshenan
Grace
Hanson
Gil
Ramirez
CEO
NC JUA
CEO
Patrick Gunshenan Consulting
Founder & CEO
Elysian
Vice President
IMA Financial
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
Dan
Schnitzer
Niamh
O'Mara
Dawn
Rennick
Director, Communication Strategy
thinkPARALLAX
Global Sustainability Leader
RedHat
Sr. Director Sustainability Strategy
thinkPARALLAX
CEO
Piercing Sun Consulting
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
Glenn
Murray
Holly
Glowaty
Christy
Harner
Founder & CEO
Maven Advisory
Chief Strategy Officer
Dreamfi
CEO
Unifi Group
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
Rochelle
Clarke
Tarulata
Champawat
Ashwin
Nayak
Partner
Troutman Pepper Locke LLP
Managing Director
Continuity Strength
VP Solutions and Outcomes
InfoBeans Technologies
Founder & CEO
Auditrol
3:00 PM - 3:40 PM
Workshop
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
Data Trust and Security as AI Usage Expands
Widespread adoption of publicly available AI tools is here. And it's not just for image generation. Employees are using these tools in their daily tasks at work and feeding them data - from your clients and enterprise. Join us for a practical discussion on managing risks around data origination, veracity, compliance, and safe usage.
Steve
Overton
Vinay
Goel
Renu Ann
Joseph
Chris
Caruana
Senior Solutions Advisor
SAS
CEO
Wald, Inc.
Founder & CEO
Luminant Analytics
Founder & CEO
C6 Intelligence
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
Amit
Chaube
JD
Audena
Lohita
Chamarti
Principal
Thomson Reuters Ventures
Executive Director
Santander CIB
Investor
Connetic Ventures
Investor
RevTech Labs
4:30 PM - 5:00 PM
Innovation Talk
Designing Trust and Intelligence at Scale in the AI-Powered Financial Future
As financial and insurance institutions race to modernize, they face a dual mandate: innovate at speed while preserving trust. With generative AI, real-time analytics, and hyper-personalization redefining customer expectations, the next frontier isn’t just digital—it’s intelligent, adaptive, and radically human-centered.
Elizabeth
Kiehner
Chief Growth Officer NA
Nortal
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
A cocktail reception featuring live entertainment, lite fare, and spirits.
June 12
THURSDAY
Generations Day 2
Doors Open at 8am. Programming begins at 9:30am.
8:00 AM - 9:00 AM
REVVY Awards Breakfast
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.
8:00 AM - 9:30 AM
Registration & Breakfast
9:30 AM - 9:40 AM
Opening Remarks

Managing Director
RevTech Labs

President
RevTech Labs Foundation
9:40 AM - 10:20 AM
Innovation Talk
Growth Calculus: Innovation, Institutions, and the Risk/Readiness Balance
Scaling isn't just about speed—it’s about balance. This founder-focused session explores the pitfalls of unchecked growth and how to navigate tech scalability, investor expectations, and customer experience with intention and agility.
Georgina
Merhom
Founder & CEO
SOLO
Brandon
Oliver
Principal
BankTech Ventures
Robert
Burnett
Dir. Startup Banking
Grasshopper Bank
Paul
Davis
Consultant
Bank Slate
10:25 AM - 11:05 AM
Innovation Talk
Fast, Fluid, and Frictionless: The Payment Revolution
From real-time rails to AI-powered fraud prevention, payments are becoming faster, smarter, and more embedded. Join this session to explore how next-gen infrastructure is reshaping customer expectations and opening new revenue streams.
Gabriel
Grisham
SVP
PayQuicker
Candace
Sjogren
SVP of Embedded Payments
FIS Global
Nikhil
Kassetty
Software Engineer, Payments and FinOps
Intuit Inc
Dean
Nolan
Head of Payment Strategy
Finzly
11:20 AM - 12:00 PM
Innovation Talk
Chain Reactions: DeFi & Blockchain as a Gateway to Innovation
Blockchain and AI are powerful on their own—but when they converge, they unlock new paradigms across finance, healthcare, media, and beyond. In this cross-industry conversation, panelists with deep roots in banking, data science, AI, and blockchain will explore how these technologies complement each other to drive innovation, transparency, and trust.
Elias
Kruger
Managing Principal
Long-Range AI
Sarah
Choudhary
CEO
ICE Innovations
Chad
Thomas
CEO
FanChain
Jake
Hall
President & CEO
Agingo
10:25 AM - 11:05 AM
Workshop
Scaling Pitfalls: Navigating Growth with Confidence
Scaling can supercharge momentum—or magnify mistakes. In this hands-on workshop, participants will unpack the most common growth missteps and learn practical strategies to overcome them. From tech debt to compliance gaps and team dynamics, walk away ready to scale smart.
Paul
Davis
Consultant
Blank Slate
11:20 AM - 12:00 PM
Innovation Talk
Embedded Insurance, Elevated Impact
Embedded insurance is changing how protection is delivered and perceived. Learn how tech platforms, cross-industry partnerships, and personalization are driving distribution innovation and expanding access like never before.
Chris
Nam
Chief Commercial Officer
Insured Nomads
Josh
Hall
Partner, Head of Sales
ManageMy
Garrett
Groege
SVP Dir. Innovation
IMA Financial Group
Jared
Calhoun
12:00 PM - 1:00 PM
Lunch
1:00 PM - 1:40 PM
Innovation Talk
Next-Gen Intelligence: GenAI in Action
Generative AI is more than a buzzword, it’s transforming operations, experiences, and innovation pipelines across financial services. Get inspired by real use cases and learn how startups are blending GenAI with cloud tech for scalable success.
Sree
Singaraju
Head of Solutions Architecture, Engaged Startups
Amazon Web Services
Leland
Burns
Managing Director of Analysis
Ensemblex
Sreenath
Gotur
Sr. Generative AI Specialist
Amazon Web Services
Mark
Onitiveros
GTM Strategy
Stack.ai
1:45 PM - 2:25 PM
Innovation Talk
Red Tape to Runway: Launching Innovation with The NC Regulatory Sandbox
Ashley
Holmes
Consumer Services Licensing Supervisor
NCCOB
Keith
Luedeman
Fintech Entrepreneur
Jeffrey
Klein
Attorney
McIntyre & Lemon, PLLC and JMK, PLLC
Victoria
Avramović
Executive Director
NC Innovation Council
3:10 PM - 3:30 PM
Closing Remarks
